jump to navigation

Bought NUVA NuVasive for its minimally invasive spine surgery technology July 2, 2018

Posted by deminvest in growth stock, investment, Nasdaq stock, Single stocks, stock I own, stocks.
Tags: ,
add a comment

07/02/2018 13:18:40 Buy 30 NUVA Limit 51.10 DAY Bought @ 51.0899

Data is so so:

There has just been a negative surprise quarter.

This would look nice. If true:

Trailing P/E 63.74
Forward P/E 1 18.32

This doesn’t look heathy for a tech stock:

Quarterly Revenue Growth (yoy) 4.60%

This is bad as well for a tech company that should use cash able to invest, not to pay interests:

Total Debt (mrq) 642.72M

 

Next time I should write first, buy the stock second.

Shocking news: in Europe Tesla model S is outselling both Mercedes S-Class and 7er BMW February 21, 2018

Posted by deminvest in Nasdaq stock, stock I own, stocks.
Tags: ,
add a comment

Model S beat 

 

US electric car producer Tesla has long been a more than unpleasant challenger.
In the volume market, the Californians can not face the Germans yet, but just in the lucrative top-class car world Tesla is robbing the Germans of their most affluent clientele.

Last year, the electric car manufacturer in Europe was able to sell more copies of its flagship model than Mercedes and BMW . This reports the trade magazine “Automotive News Europe”, citing figures from the market research institute Jato.
(more…)

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.
Tags: ,
1 comment so far

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.
Tags: ,
1 comment so far

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.
Tags: ,
1 comment so far

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

(more…)

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.
Tags:
10 comments

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%

(more…)

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.
Tags: ,
3 comments

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

(more…)

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

Posted by deminvest in Facebook, goog, Google.
add a comment

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…)

5 reasons why I just bought Sandisk (SNDK):1. SSD is the future, 2.good numbers, 3. new brand, 4. opposite making sense to Seagate ( September 28, 2012

Posted by deminvest in investment, nasdaq, Nasdaq stock, SanDisk, Seagate, SNDK, STX.
add a comment
Are solid state disks the future?

What about SanDisk that produces those?

 

I started from a great stock I own: STX. Seagate is an amazing company.

  • Its revenue was up 56.80% year on year.
  • Its earnings growth was stellar 751.30%.
  • It is dirt cheap: they sell for price five times its earnings (P/E=4.77).
  • Expectations for next year are better still P/E= 4.74.
  • Dividend yields 4.1%, up 30% from previous year.

source for those numbers

(more…)

5 reasons why CISCO is my March buy: I just bought 75 CSCO shares @ $ 19.37 each March 6, 2012

Posted by deminvest in CISCO, CSCO, investment, Nasdaq stock.
Tags:
add a comment
Cisco Unified Communications

Cisco Unified Communications

.

1) CISCO Should benefit of recent trends like Cloud Computing, movie streaming, mobile bandwidth increasing with 4G.

2) CSCO It is cheap now: Trailing P/E (ttm, intraday): 15.12, Forward P/E: 9.88

3) CISCO is growing and expected to continue its growth ( 2) ):  Quarterly Revenue Growth (yoy): 10.80%, Quarterly Earnings Growth (yoy): 43.50%.

(more…)

%d bloggers like this: