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AMAT: another cheap chip maker. Applied Materials Inc growing well with very reasonable P/E February 15, 2018

Posted by deminvest in growth stock, investment, nasdaq, Nasdaq stock, Single stocks, stock I own.
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President Obama visiting Applied Materials

Applied Materials makes the chips that high tech industry needs. Those suppliers seem much cheaper than the customer oriented high tech companies.
It would be interesting to understand why.
For now I’ll enjoy:

Trailing P/E 16.47
Forward P/E 1 11.79 (more…)

Counterpath.com an interesting stock for a cool Canadian company January 31, 2018

Posted by deminvest in growth stock, Internet stocks, Nasdaq stock, stocks.
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Some kind of strange communication software supposed to offer very good voice over IP talk.

Apparently the company is showing good growth

https://microsmallcap.com/tech/counterpath-stock-soars-and-more-upside-is-ahead/

Just bought Xcerra Corporation (NASDAQ:XCRA) to replicate VIPS cheap tech stock deal January 25, 2018

Posted by deminvest in growth stock, investment, Nasdaq stock.
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It worked with VIPS, which I bought because it was a cheap but growing high tech company. Vips is now 70% up. Now I found XCRA, which has great growth:

Quarterly Revenue Growth (yoy) 50.20%

Very reasonable price:

Trailing P/E 13.76

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Just bought Lam Research Corporation LRCX, which sells pickaxes during during to Silicon gold rush November 29, 2017

Posted by deminvest in growth stock, investment, nasdaq, Nasdaq stock, stock I own.
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I like this high growth stock that sells the machinery used to build high tech stuff. It is like the iconic “sell pickaxes during a gold rush”.
Levy selling pickaxes and shovels in a gold rush

A very reasonably priced company:

Trailing P/E 17.32
Forward P/E 1 12.54

With a spectacular growth rate:

Quarterly Revenue Growth (yoy) 51.80%

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This time I bought on the news: Micron Technology, Inc. (MU) September 27, 2017

Posted by deminvest in growth stock, investment, nasdaq, Nasdaq stock, Single stocks, stock I own, stocks.
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What attracted me was not really the news.
It is just that I loved a few numbers:
Esplosive growth: Quarterly Revenue Growth (yoy) 92.10
Very reasonable price:
Trailing P/E 16.22

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Vipshop VIPS is a reasonably priced fast growth Chinese e-commerce giant September 8, 2017

Posted by deminvest in China stock, growth stock, investment, Single stocks, stock I own, stocks.
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I was right to chose BABA over VIPS two years ago.
But Now VIPS is so ridiculously cheap that I do believe it is definitely time to enter.

Trailing P/E 18.26
Forward P/E 1 10.36

Is so cheap for an hi tech company that grows that much:

Revenue (ttm) 9.65B
Revenue Per Share (ttm) 16.53
Quarterly Revenue Growth (yoy) 30.30%

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Why did I just buy a weird stock: 20 Softbank (SFT.FRA) at EUR 74.8 each June 21, 2017

Posted by deminvest in growth stock, Internet stocks, investment, Single stocks, stock I own, stocks.
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I started getting interested in this weird Japanese holding when they bought ARM, owners of the cpu technology which in the heart of most smartphones and pads.
Now they also bough Boston Dynamics, a crazy robotics company that likes to ill treat walking robots:

Not sure wether the crazy Masayoshi Son is trying to build a funny collection or he has something in mind.

I am basically trying to  invest in a possibly crazy genius.
P/E di 11.57 is reasonably priced for a possible technology player.
Apparently on the year ending March 2017 softbank had flat revenue growth, but healthy earnings growth.
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My crazy Trump play? Russian small caps ETF RSXJ November 9, 2016

Posted by deminvest in growth stock, investment, Russia, Single stocks, Small Cal, Small Cap, stocks.
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Trump will probably stop sanctions to Russia. Europe will follow.
Time to invest in the Eastern Superpower.
My play is on small caps, because anything else in Russia is an oil investment.
Too bad I won’t get dividends on that stuff.

Taking the safer risky bet: I’m buying ALIBABA (BABA) rather than Vips April 30, 2015

Posted by deminvest in Alibaba, China stock, growth stock, investment, stocks.
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I feel a dangerous attraction: I like to buy recent IPOs below the IPO price.

It boosts my ego: ‘Hey, I am smarter then the “HIPE” guys!”

If flattens my laziness: “They had to go through all the uncomfortability of signing an IPO, then had to wait. Blah I do it now and at a better price with a simple click”.

Of course I know all that is wrong. I am likely to chose the companies that have lost momentum. Let’s say I was lucky with Facebook, so I am going for ALIBABA now.

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Facebook is a good investment because Google Plus is a failure January 8, 2013

Posted by deminvest in Facebook, goog, Google.
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High School Party

It’s like a rich kid in high school who discovered he wasn’t invited to a party, so he threw a better party and no one came.

Facebook’s edge over Google:

  • data on which Google is built ( web sites all over the World) is available to Facebook and to anyone able to build a spider.
  • data available to Facebook is locked.

Google’s edge over Facebook:

  1. much better technology
  2. much better mobile strategy
  3. much richer
  4. ads based on what you are searching for are much better than ads based on who you are. (more…)
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