Nvidia (NVDA)

Re: Nvidia (NVDA)

Postby winston » Tue Dec 27, 2016 3:36 pm

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“Best of the Best” Stocks to Buy: Nvidia (NVDA)

What’s to Like: Data visualization

Nvidia Corporation (NASDAQ:NVDA) is one of those companies that has lived up to its hype again and again.

Basically, it started as the go-to maker for high-end graphic processors. That meant everyone from online gamers to pharmaceutical labs kept its products in great demand.

But as a chipmaker, you end up in a commodity-based business model and it’s hard to add value.

NVDA pivoted. It has gone beyond simply punching out new versions of graphics cards and is now focusing on the massively popular data visualization market. That means everything from driverless cars to Big Data visualization to commercial and institutional graphics.

NVDA is up 200% year to date — and it’s best days are ahead of it.

Source: Investor Place
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Re: Nvidia (NVDA)

Postby winston » Fri Jan 06, 2017 12:55 pm

10 of the Worst Values on Wall Street: Nvidia (NVDA)

Founder and CEO Jen-Hsun Huang was a keynote speaker Jan. 4 at the Consumer Electronics Show in Las Vegas.

The buzz following his company’s stock is electric. Prior to his speech, Raymond James analyst Steven Smigle came out with a reiteration of its “Strong Buy” rating, upping NVDA’s target price almost 40% to $125.

Smigle is a big fan.

“Given consistent growth, profitability, and more than $7/share in cash, we continue to believe Nvidia represents a unique long-term secular growth story with a leading position in key verticals — and no signs of slowing momentum,” he wrote in a note to clients.

I get where Smigle is coming from; Nvidia is firmly in the momentum camp whether we’re talking about its stock or its business. Under no circumstances could you consider NVDA a value stock or even a growth-at-a-reasonable-price (GARP) stock.

Nvidia has had a good run, and maybe it will continue to climb in 2017. But from where I sit, a forward P/E of 33.6 and a PEG payback of 12 years both seem to scream bad value.

Is it one of the 10 worst values on Wall Street? Well, maybe not if you’re considering all 3,812 stocks in the Wilshire 5000. But it’s certainly among the worst values in the S&P 500.

Source: Investor Place
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Re: Nvidia (NVDA)

Postby winston » Fri Jan 20, 2017 11:19 am

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Stocks to Sell Before They Implode: Nvidia (NVDA)

Nvidia (NVDA)I recently discussed some of the worst values on Wall Street, and among the winners (or losers, depending on how you look at it) was Nvidia Corporation (NASDAQ:NVDA), a tech-industry darling whose command of the computer graphics market has resulted in tremendous growth for the Santa Clara-based company.

Analysts love it, investors love it, gamers love it. It’s for this reason that its stock is up 275% over the past 12 months — almost six times the performance of its semiconductor peers, which themselves have traded enthusiastically.

My problem with Nvidia isn’t the company or even its financial results. It’s simply the nosebleed valuation I believe is just aching for an adjustment.

InvestorPlace contributor Laura Hoy believes NVDA stock is still a buy given some of the megatrends it’s a part of. She’s definitely not wrong to think that way.

Investing is all about emotions; autonomous vehicles, cloud computing and gaming are three of the biggest trends to hit the tech industry in many a year.

But again, thinking about Warren Buffett’s statement, “Price is what you pay, the value is what you receive,” investors increasingly are paying more for NVDA stock and getting less and less value in return.

Has Nvidia breached the margin of safety value investors desire to protect themselves from unforeseen events affecting its stock price?

Source: Investor Place
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Re: Nvidia (NVDA)

Postby winston » Sat Feb 04, 2017 7:25 pm

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Tech Stocks to Buy: Nvidia (NVDA)

Nvidia Corporation (NASDAQ:NVDA) is the leading light in the data visualization sector. In the early days, NVDA simply made high-end computer graphics cards that were very popular with gamers and big research labs. But it wasn’t long until demand started cropping up in a number of industries.

Big Data uses data visualization to allow people to see trends and patterns in the massive amount of numbers that are crunched.

Self-driving vehicles (and next gen human piloted vehicles as well) need incredibly fast and accurate information processed to function safely.

And yes, even gaming has reached a new level. With virtual reality and augmented reality set to become the industry standard, high quality, fast processing and rendering is crucial. And NVDA is there to meet the demand on all counts.

The stock is on a tear for the past year, but given the fact that the more tech touches our lives in new and different ways, it is one more opportunity for NVDA. And that doesn’t even take into account the massive amount potential in all the markets it’s already a key player in.

Source: Investor Place
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Re: Nvidia (NVDA)

Postby winston » Thu Feb 09, 2017 7:46 pm

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Nvidia Stock Is Headed for a Catastrophic Selloff -- Here's Why

by Ken Goldberg

If you're telling yourself that you know how to speculate in parabolic rallies and won't get caught in this one, you might be right, but only if you can remove your human nature.

This is because the final days of parabolic rallies are characterized by irrational belief in the greater fool theory.

That the concept that it doesn't matter what crazy extreme a stock is at the time you buy into it, as there's always a greater fool than you who will buy it from you at a higher price.

The greater fool theory works perfectly until it becomes clear that the face in the mirror is the greatest fool. Things get very painful from there, as prices fall even faster than they rose.


Source: TheStreet.com

http://finance.yahoo.com/m/ee31510d-91e ... for-a.html
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Re: Nvidia (NVDA)

Postby investar » Sun Feb 12, 2017 10:29 pm

Quite controversial headlines:

"best of the best"
"worst stocks"; "headed for Catastrophic Sellof"...

Excellent results. But it was priced for perfection.
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Re: Nvidia (NVDA)

Postby winston » Fri Feb 24, 2017 10:09 am

Buy This Nvidia Corporation Dip for Free Right Now

Experts downgraded Nvidia, but I plan on going long NVDA stock ... and with zero out-of-pocket risk

By Nicolas Chahine

Source: Investor Place

http://investorplace.com/2017/02/go-lon ... K-SKPl96M8
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Re: Nvidia (NVDA)

Postby winston » Fri Feb 24, 2017 7:12 pm

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This is Why NVIDIA (NVDA) is Tumbling 9% Today

by Madeleine Johnson

On Thursday, shares of graphics chip maker NVIDIA Corp. NVDA are tumbling, down over 9% in late morning trading after multiple analysts downgraded the stock.

Instinet, an institutional, agency-only broker turned bearish on NVIDIA, citing major concerns on slowdown within the gaming industry.

Analyst Romit Shah downgraded NVDA stock to Reduce from Buy, and cut his price target from $100 to $90, which is 19% below Wednesday’s closing price of $110.76 per share.

"We believe consensus is underappreciating a slowdown in gaming and the potential negative impact to the multiple," Shah wrote in a note to clients Wednesday.

"We recommend investors take profits." He also said that NVIDIA was trading at a “significant premium” to its peers, and that “investors should recognize that the market's enthusiasm for NVIDIA’s emerging businesses is historically short-lived."

Shah recommended investors “rotate” into Intel Corp. INTC, a stock which he continues to rate a Buy.

BMO Capital analyst Ambrish Srivastava seems to agree, and downgraded NVIDIA as well on Thursday from Market Perform to Underperform. He also lowered the price target from $100 to $85.

“We believe the stock is overvalued at current levels. We believe that the perfect storm in fundamentals that drove the rarely seen magnitude of earnings upside is ebbing,” he said.

Srivastava also thinks the competitive environment, in datacenters and gaming, for the chip maker is changing, will likely be different through 2017.

NVDA stock has more than tripled over the past year, increasing around 251% thanks to better-than-expected sales results from its graphics card segment.

Source: Zacks
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Re: Nvidia (NVDA)

Postby winston » Sat Mar 18, 2017 9:57 pm

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Nvidia Corporation (NVDA) Stock: Your Time Is Running Out

I'm long NVDA stock and believe in this company, but the time to buy in at 'reasonable' prices is nearing an end

By Louis Navellier

Don’t let its price-to-earnings ratio of 41 deter you. Nvidia’s growth almost makes that a reasonable valuation, and even if it’s slightly expensive, it’s less of a premium than you see on many stocks with a lot less growth potential.

With a market leading position in the biggest trends in computing — big data, virtual reality, augmented reality, internet of things, smart cars and other devices — NVDA is in the catbird seat. It’s still not too late to get in while its still consolidating.


Source: Blue Chip Growth

http://investorplace.com/2017/03/time-i ... M07l_l96M8
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Re: Nvidia (NVDA)

Postby winston » Sat Apr 01, 2017 5:48 pm

Stocks to Buy for Q2: Nvidia (NVDA)

Nvidia Corporation (NASDAQ:NVDA) describes itself as a data visualization company. That is certainly an accurate description but it leaves out why this company has taken off in the past year or so.

The reason NVDA, a stock with a respectable $65 billion market cap is up more than 200% in the past 12 months is because it sits at the confluence of the most disruptive technologies in the marketplace today: Big Data, virtual reality, augmented reality, massive multiplayer online gaming, the Internet of Things and self-driving cars, to name a handful.

Starting as a high-end graphics card maker, NVDA has found a way to take its products beyond just high-powered graphics. And now it’s no longer a quirky boutique tech firm — it has real weight and partners that range from major car makers to the most powerful tech firms.

Right now, NVDA stock is consolidating after its monster run in 2016 and Q1 2017. That’s a good opportunity for long-term investors interested in the future of tech.

Source: Investor Place
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