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Compiling comments that experts make about stocks while on public TV.

Nvidia Corp Stock Symbol: NVDA-Q

Last Price Recorded: $196.9000 on 2017-10-20

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Date Signal Expert Opinion Price
2017-10-18 BUY David Burrows

This has been the poster child for augmented reality, machine learning and gaming. All 3 areas are big secular growth areas. You pay up for the best company in that sector.


Price:
$197.580
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-10-11 COMMENT Mike S. Newton, CIM FCSI

He exited his position on a pullback this summer. Thought it couldn’t go any higher, but regrets selling it. They seem to be in the right place at the right time, and seemed to be in everything for the last 2 years. Their latest craze is there foray into autonomous driving. Have even signed a big deal with DHL in Europe in autonomous delivery trucks. Seems to be in the right place in a lot of different areas.


Price:
$190.940
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2017-09-21 STRONG BUY David Burrows

It is in the center of a couple of structural changes taking place in the world’s economy.  One is artificial intelligence and autonomous driving and the other is augmented reality.  Breadth within the semiconductor industry is expanding.  The multiples are expanding.  This is a leader in the group.  It broke out recently – a nice break out, and then pulled back over the last couple of days.  There are always shakes in these types of stocks.  This is a great entry point.


Price:
$180.760
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-09-12 SELL Cameron Hurst

Getting to the point where it is very expensive in the context of semiconductors and technology. The semiconductors as a group have broken. Tech has gone on to make new highs. If you have been invested in the stock, and made some good money, he would have been out of this a while ago. He would lock in profits at this time.


Price:
$169.610
Subject:
US EQUITIES
Bias:
BEARISH on CANADIAN MARKET
Owned:
No
2017-09-05 COMMENT David Dietze

This has been a wonderful performer, and for good reason. It is in the forefront of making chips that can be used in all sorts of artificial AI intelligence applications. On top of that, there is such excitement about the potential for autonomous self driving cars, and their chips are key to certain of the mechanisms. The problem is, at 38X earnings, he just can’t pull the trigger.


Price:
$165.910
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2017-08-23 COMMENT Jason Mann

It has been really caught up in the growth mania mostly because of bit coin.  They have okay valuation, great return on equity, 45 PE, phenomenal balance sheet and they beat in the most recent quarter.  He is in no man’s land for him.


Price:
$165.800
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-08-16 COMMENT David Burrows

This is dead in the heart of the semiconductor space. It has momentum, but they have an enormous addressable market. He recognizes that if they missed their earnings they would get hurt, but autonomous driving and augmented reality are going to be a reality going forward, and he wants to participate in that.


Price:
$165.150
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-11 DON'T BUY Darren Sissons

His view on the whole technology space is that the market is effectively pricing in the loss of cyclicality for semiconductor stocks. The technical chart is showing it going straight up and to the right. The market is not appreciating that semiconductor stocks are very cyclical and that China is building out a major industry and more supplies are going to come on stream. We need to see a correction in this space.


Price:
$155.960
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-08-01 COMMENT Bruce Murray

Broadcom (AVGO-Q), Nvidia (NVDA-Q) or Amazon (AMZN-Q) for a long-term hold? He likes all of them. They are all very interesting companies. We all know the story of Amazon, and Nvidia is on fire with their new graphic chips. Broadcom has been doing a great job of consolidating the traditional computer chip industry. This one is the higher risk one. You make more money in the short term, until somebody comes out with a chip that knocks it out of the box.


Price:
$164.490
Subject:
NORTH AMERICAN
Bias:
BULLISH on US MARKET
Owned:
Unknown
2017-08-01 COMMENT Alex Ruus

Great tech company, but really expensive. It has had a huge run and he would stay on the sidelines until there is a huge ramp up in earnings to justify the ramp up in the stock price.


Price:
$164.490
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-07-21 COMMENT Ross Healy

If you like to roll the dice, then buy some of this and cross your fingers. A story that has had at least 3 huge cycles since he has been following it. When it gets to the top, it has one of those moments when the market quits and the stock falls. His FMV is 66% lower than the current price. Typically, when these stocks correct, they not only correct back to their FMV, but below it.


Price:
$168.100
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-18 BUY David Burrows

This is dead centre of a couple of really key long-term themes. They produce GPU’s that are used for highly intensive computing power for things like artificial intelligence, machine learning, autonomous driving and augmented reality. These are all things that are early days.


Price:
$165.960
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-20 BUY David Burrows

A core holding for him. When you get a theme that gets into gear for good reason, long-term secular changes, they can go a long way. This one is right at the heart of autonomous driving and artificial intelligence machine learning, and looks as though it is the leader in the semiconductor group. Semiconductors have had a great move over the last 2 years. As long as this market continues to behave well, and he thinks it is quite good right now, this company should continue to perform well.


Price:
$157.090
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-06-13 WATCH Cameron Hurst

He loves tech, which has been robust. You are paying a mid-teen, high teen growth, but you are paying at 25-30 times, which is quite rich. Wouldn’t be surprised that over the summer there was some shakeout. Semis fall firmly into the category of momentum right now, so you might be better off giving it a little bit of time. Keep it on your radar.


Price:
$151.400
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2017-06-06 BUY on WEAKNESS John Stephenson

He likes this company tremendously. It has been a great company. They make graphic chips that are used in many applications. Slowly pick away at this and buy it on dips.


Price:
$147.340
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
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