Qualcomm (QCOM) is good value play in the tech sector. The company has no debt and it generates tons of cash. The shares are currently going for less than 14 times next year’s earnings. I’ve also been very impressed with QCOM’s management.
Now let’s take a look at the five stocks I’m deleting. Note that I am referring to these stocks as “deletions” not as sells – I don’t believe there’s a pressing need for investors to ditch any of these five positions: