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Samuel Rech  

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  • When Will The Tegra Opportunity Materialize? An Outlook On 2014 And Beyond
    Apr. 16, 2014 NVDA 14 Comments


    • Nvidia's stable, "cash-cow" GPU business won't move the stock price, while its potentially high-growth System-on-a-Chip business (Tegra) might.
    • Tegra chips are technologically very competitive, but have so far failed to gain a significant commercial foothold in consumer electronics.
    • Based on announced smartphone and tablet releases, 2014 will be another disappointing year for Tegra implementation.
    • The Tegra opportunity is still real, but will take time to realize, requiring investors to be patient.
    • Based on today's price of $18.31, my target range for NVDA in 18 months is $20-$23, with a base case of $21.
  • Defense And Offense: How Nvidia Is Taking On AMD And Qualcomm
    Editors' Pick • Feb. 4, 2014 NVDA 104 Comments
  • Wells Fargo: Where Is The Upside?
    Jan. 22, 2014 WFC 39 Comments
  • U.S. Banking Stocks: Positioning For Increasing Interest Rates
    Jan. 19, 2014 BAC, JPM, WFC 9 Comments
  • Verizon: The Short-Term Impact Of The Verizon Wireless Acquisition
    Jan. 14, 2014 VZ 25 Comments