Nvidia Corp | StockChase
58
Nvidia Corp (NVDA-Q)

Last Price Recorded: $191.5600 on 2017-12-15

ON STOCKCHASE SINCE Jul 2001

computer software/processing
58
Nvidia Corp (NVDA-Q)

Last Price Recorded: $191.5600 on 2017-12-15

ON STOCKCHASE SINCE Jul 2001

computer software/processing

Nvidia Corp


Signal Opinion Expert
COMMENT
Nvidia Corp(NVDA-Q) 

December 13, 2017

This is at the centre of a number of really important long-term themes, machine learning, augmented reality, automated driving and Bitcoin. This is a stock that does correct. Semiconductors as a whole have pulled back over the last 2 weeks. Believes this is just a bit of year-end positioning. Feels the long-term trend in the stock is intact. This is trading at $187, and would take a break of $160 for him to get concerned.

computer software/processing

This is at the centre of a number of really important long-term themes, machine learning, augmented reality, automated driving and Bitcoin. This is a stock that does correct. Semiconductors as a whole have pulled back over the last 2 weeks. Believes this is just a bit of year-end positioning. Feels the long-term trend in the stock is intact. This is trading at $187, and would take a break of $160 for him to get concerned.

computer software/processing
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$186.180
Owned Owned
Unknown

COMMENT
Nvidia Corp(NVDA-Q) 

November 7, 2017

A pretty toppy time for this stock. Technically it looks fine, and fundamentals underpin it. If you can get into this now and want to play it as a trend, be very, very careful. The company looks like it is still putting up 15%-20% growth numbers. As long as they are doing that, you are going to have an elevated PE and a somewhat justifiable valuation. When these things break, it is going to be pretty violent.

computer software/processing

A pretty toppy time for this stock. Technically it looks fine, and fundamentals underpin it. If you can get into this now and want to play it as a trend, be very, very careful. The company looks like it is still putting up 15%-20% growth numbers. As long as they are doing that, you are going to have an elevated PE and a somewhat justifiable valuation. When these things break, it is going to be pretty violent.

computer software/processing
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$212.030
Owned Owned
Unknown

DON'T BUY
Nvidia Corp(NVDA-Q) 

October 30, 2017

They had significant amount of success.  He does not feel it will grow faster than people think it will so he stays on the sidelines.  Expectations are very high and it is reflected in the market.

computer software/processing

They had significant amount of success.  He does not feel it will grow faster than people think it will so he stays on the sidelines.  Expectations are very high and it is reflected in the market.

computer software/processing
Jordan McNamee

Portfolio Manager, Cambridge Global Ass...

PricePrice
$203.840
Owned Owned
No

BUY
Nvidia Corp(NVDA-Q) 

October 18, 2017

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.

computer software/processing

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.

computer software/processing
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$197.580
Owned Owned
Yes

COMMENT
Nvidia Corp(NVDA-Q) 

October 11, 2017

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.

computer software/processing

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.

computer software/processing
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$190.940
Owned Owned
No

STRONG BUY
Nvidia Corp(NVDA-Q) 

September 21, 2017

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.

computer software/processing

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.

computer software/processing
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$180.760
Owned Owned
Yes

SELL
Nvidia Corp(NVDA-Q) 

September 12, 2017

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.

computer software/processing

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.

computer software/processing
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$169.610
Owned Owned
No

COMMENT
Nvidia Corp(NVDA-Q) 

September 5, 2017

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.

computer software/processing

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.

computer software/processing
David Dietze

Founder, Pres. & Chief Investment Strategist, Point View Wealth Ma...

PricePrice
$165.910
Owned Owned
No

COMMENT
Nvidia Corp(NVDA-Q) 

August 23, 2017

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.

computer software/processing

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.

computer software/processing
Jason Mann

CIO & Co-Founder, Edgehill Patners...

PricePrice
$165.800
Owned Owned
Unknown

COMMENT
Nvidia Corp(NVDA-Q) 

August 16, 2017

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.

computer software/processing

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.

computer software/processing
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$165.150
Owned Owned
Yes

DON'T BUY
Nvidia Corp(NVDA-Q) 

August 11, 2017

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.

computer software/processing

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.

computer software/processing
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$155.960
Owned Owned
Unknown

COMMENT
Nvidia Corp(NVDA-Q) 

August 1, 2017

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.

computer software/processing

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.

computer software/processing
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Gr...

PricePrice
$164.490
Owned Owned
Unknown

COMMENT
Nvidia Corp(NVDA-Q) 

August 1, 2017

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.

computer software/processing

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.

computer software/processing
Alex Ruus

Portfolio Manager, Arrow Capital Manage...

PricePrice
$164.490
Owned Owned
Unknown

COMMENT
Nvidia Corp(NVDA-Q) 

July 21, 2017

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.

computer software/processing

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.

computer software/processing
Ross Healy

Chairman, Strategic Analysis C...

PricePrice
$168.100
Owned Owned
Unknown

BUY
Nvidia Corp(NVDA-Q) 

July 18, 2017

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.

computer software/processing

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.

computer software/processing
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$165.960
Owned Owned
Yes

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