NVIDIA Standing Tall in Semiconductor Purgatory (NVDA)
There’s been no shortage of news and activity surrounding NVDA lately. On one hand, the graphics chipmaker has been getting some love in the form of CNBC plugs and the occasional “hey check these guys out” mention. The increased name-dropping is warranted considering that shares have staged a rather sustained (by today’s terms) and impressive [...]
Intel Reduces Sales Guidance, Market Tanks - Who is Still Surprised? (INTC)
Can you smell the fear out there? The past two days of market action have been tremendously weak, with major indexes at or below the previous lows from October. Trading volumes were notably weak today, as buyers simply refuse to step up to the table. We most certainly are living in an uncertain world, trying [...]
NVIDIA Beats Expectations, Cautiously Optimistic for 2009
Graphics chip producer NVIDIA reported earnings after the bell Thursday, and the company exceeded reduced estimates thanks to a recent design win from Apple (AAPL) and cost-cutting efforts. NVDA shares responded well in the after-hours session (up 7%) after giving up 10% in the regular trading session. Because the quarter included most of October (through [...]
With Circuit City the Poster Child, Consumer Retail is Full of Land Mines
Today’s news that Circuit City would close 155 stores and re-negotiate leases on 566 others certainly isn’t shocking - the company has been an awful operator for several years and is one Hail Mary away from insolvency. That said, we shouldn’t ignore the potential harbinger of weakness across anything related to discretionary consumer spending.
I’m frankly [...]
NVIDIA Chosen for New MacBooks - Verdict & Prospects
Some good news today on the NVIDIA front, as Apple announced the specs of the new MacBooks; Despite rampant suspicion of a lower price range for low-end models ($800-$1000), most prices were kept the same except for the bottom offering, which now goes for $999. While not a bull on Apple right now, I respect [...]
Banking on NVDA - A Balance Sheet Purchase?
I can’t believe I’m saying this, but NVIDIA Corp. (NVDA) is a compelling buy at these prices solely on their balance sheet position. The consumer focus of the company is obviously a concern, but their technological advantages and cash position alone are justification for the current market cap. You can read up on my original [...]
Adding NVIDIA to Secular Trends Portfolio
Buying 2% positon at $10.94
Ryan Barnes
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Pragmatic commentary on U.S. & global investing, demographics & secular trends, and the valuation of anything worth valuing. Objective, unbiased research; We believe in minimal design, zero gimmicks, and maximum results.
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