NVDA. I looked briefly again now and will continue to pass. Earnings history too erratic for me. Continuing increases in stated book value though, and book value very low now compared to previous annual average numbers. Stock a possible double maybe. Or maybe not. For me, my situation, in this current stock market, I'm going more conservative. I'll stick with Intel.
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No real reason for me to hang my hat on book value here: roe has been erratic over the past ten years, and I've no idea if NVDA can earn any decent money on that book value. That is, maybe price/stated book value is irrelevant. In which case maybe a case can be made for low p/sales. Not good enough for me.
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That $1.5B is an"aggregate" amount to be received from Intel. Before tax, I assume, so I would discount at the after-tax amount to NVDA, and I'd likely use more than 15%.
Again, all jmo, and I've been wrong many, many times. |
