Seeking Alpha
  • Ashraf Eassa
    Boom! $NVDA nails it. Glad I put my money where my mouth was - I expect the stock to double within 52wks. Adding on dips.
    11/8/12
    Reply (26)
    • Julius Ferraro: I'm selling my shares tomorrow. Oil is now more undervalued then tech. Looking into HAL and BHI
      11/8/12
    • Ashraf Eassa: Why would you sell on the back of that quarter? Am I missing something?
      11/8/12
    • Julius Ferraro: I made 10%. I trade based on valuation. The stock is now running on momentum and will fall back down.
      11/8/12
    • 1980XLS-2.0: Nexus 7
      11/8/12
    • Freekizh: Everyone knew this quarter was going to be ok with all the design wins. I thought the guidance was not positive with lower revenues for Q4.
      11/8/12
    • Investor Llew: Don't forget though that NVDA's guidance will be seen by those who want to manipulate the stock by Shorts. They will Force Price down soon
      11/8/12
    • Investor Llew: If you want the dividend, write a long term (3 Months or so) ATM Covered Call. Might as well collect 7.5 cents along the way.
      11/8/12
    • Sal Marvasti: Same here guidance is a worry, i doubt it would double on back of low margin tegra unless the Server project denver takes off.
      11/9/12
    • Sal Marvasti: But well done for calling the share gain and margin gain that was a suprise given AMDs GPu sales weakness
      11/9/12
    • Investor Llew: I've been invested with NVDA since it June 2011 and seen it fall from $20 to it's current level of $13. That's a 35% decline. The Revs are..
      11/9/12
    • Investor Llew: better now than it was last year on a 12 months TTM per quarter basis. I do hope it goes up to $20 again, but I doubt it. BTW, I'm 20% up...
      11/9/12
    • Investor Llew: even with a 35% decline in the stock. It's the power of using options.
      11/9/12
    • Ashraf Eassa: Guidance doesn't worry me too much - Tegra 4 will help with mobile share gains. I don't put too much faith in "Denver"
      11/9/12
    • Ashraf Eassa: It'll be a good core for driving a Tegra 5 or something, but it's fundamentally not a big deal to the share price/valuation, at least soon
      11/9/12
    • Sal Marvasti: deoends when project denver will deliver and if it beats A15, otherwise AMD will have cost and time advantage
      11/9/12
    • Investor Llew: So, still don't believe in Stock Price Manipulation? The guidance for next quarter is actually well above for the same qtr last year...
      11/9/12
    • Investor Llew: And still NVDA falls 3% after it turned out better than expected earnings and announces a 30 cent dividend. After earning Shorts got in.
      11/9/12
    • Ashraf Eassa: Limit order in to increase my position by 25% @ $11.99.
      11/9/12
    • Investor Llew: I've written my Covered Calls before it moved down when it was break even at around 12 noon. The started writing naked puts as it went down
      11/9/12
    • Investor Llew: 2% or more. Nov. 30th is ex div date, so that will pay a dividend. Not bad. If i didn't play the stock with the Price Manipulation, it would
      11/9/12
    • Investor Llew: have been very disappointing in deed.
      11/9/12
    • Chris Lau: Mr. Mkt now see NVDA as an income play, so it is scaling down growth multiples and ignoring solid bal. sheet, div payments.
      11/9/12
    • Investor Llew: I agree it can now look to be an income play which will discount equity approp. BUT, it should increase demand for the stock. Should offset.
      11/9/12
    • Julius Ferraro: Bought NVDA back. guess it was a good move
      11/9/12
    • Investor Llew: You played it well Julius! Gratz!
      11/9/12
    • Julius Ferraro: TY :)
      11/9/12