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[quote=”ClemSnide” post=676]One of my core holdings along with Micron. Enjoy your earnings summaries, cheers.[/quote]
Great choice 🙂
Ahead of earnings – much ado with general market weakness I suspect NVIDIA NASDAQ $NVDA – Aug 10, 2:18 PM EDT 167.20 -4.91 (-2.85%)
NVIDIA 2018Q2 results
Revenue: $2.23b (+56%)
Net Income: $583m (+123%)FY2018 Q3 GAAP gross margin 58.6% lower than Apr 30, 2017’s 59.4%
$NVDA growth machine #money machine via @naashonomics
NVIDIA sld off hard despite beats – slowing momentum, profit taking?
$NVDA After-hours: 156.80Price decrease7.94 (-4.82%) was down 8%
Merrill Lynch reiterated Nvidia with a Buy rating and raised its price objective to $210 from $185.
Potential upside in the second half of 2017 and into 2018, driven by:
– Data center capex acceleration to 31% half-over-half in the second half and 21% year over year in 2018, versus a −7% half-over-half decline in the first half.
– New independent benchmarks for upcoming Volta products reaffirm Nvidia’s competitive moat.
– Updated gaming surveys show large upgrade opportunity with premium-priced cards, among 200 million deployed gamer-base.
– Headroom for increased investor interest, with only 22% ownership among U.S. large-cap fund managers versus 28% to 35% ownership of large-cap semi peers.[/li]NVDA is a beast – there was some selling with Bitcoin there for a bit but Gaming and AI are the edge
NVDA still has room to grow its dividend payment not just vs its peers but vs its historical average.
NVIDIA Corp.’s dividend payout is 15%, compared to a peer average dividend payout of 41%.
Dividend Payout …….Yield
2014…….41.89%…….2.05%
2015…….30.36%…….1.65%
2016…….36.57%…….1.35%
2017…….18.87%…….0.4%
current….15.16%…….0.3%
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