3 Blue-Chip Stocks to Buy for April 2022 🚀✅
3 Blue-Chip Stocks to Buy for April 2022
1. Visa (V)
Outside of the tech space, these next two companies have been some of the best performers over the last decade. Visa (NYSE:V) and MasterCard (NYSE:MA) run what I like to call a “toll booth” on transactions.
There’s a secular trend that’s been underway for years, as consumers transition from cash and check to credit and debit. Additionally, the rise of online and digital sales has only fueled this move, as consumers obviously find it easy to shop.
Specifically, with these two businesses, investors have been quick to critique the valuation by pointing out that Visa stock trades at more than 17 times its trailing 12-month revenue. In the past, this valuation has also been an issue. Even during generous market periods, that’s a rich valuation for many growth stocks. However, in those instances, investors aren’t taking profits into account for the growth stocks, because many don’t have any. And in the case of Visa, it’s incredibly profitable.
Overall, the company sports gross profit margins of almost 80% and net profit margins of 51.6%. These metrics aren’t back to the pre-pandemic highs just yet, but they are inching in that direction now. Therefore, it makes a great option among the top blue-chip stocks to buy.
2. Apple (AAPL)
I refer to Apple (NASDAQ:AAPL) as having one of the best business models in the world. It runs the razor/razor blade model, but at an incredible premium.
The razor/razor blade model is premised on the idea of getting the razor into customer’s hands — even if that means giving it away at cost (or less) — so that they will continue to buy razors from you, which is the real money maker.
Rather than give away its razors though — in this case, that’s iPhones, iPads, Macs, etc. — Apple charges a hefty premium. They mark these devices up in price to the point where they alone generate an enormous business for Apple.
So, what then is the razor blade portion of the business? Services.
Last quarter, overall revenue grew 11%, while Services revenue grew almost 24% YOY. Not only is it outpacing the company’s Products revenue in terms of growth, and overall revenue growth, but Apple’s Services unit is more than twice as profitable as its Products business. And that is the main catalyst that people need to understand.
3. Nvidia (NVDA)
As one of the greatest companies in the market as well, Nvidia (NASDAQ:NVDA) caters to multiple end-markets that are enjoying long-term secular growth. Some of those end markets include:
Datacenter, cloud computing, supercomputing, artificial intelligence and machine learning, graphics, gaming, autonomous driving and automotive, drones, robotics, the metaverse and more.
Moreover, when you look at those markets, it’s pretty clear to see the trends. Do customers want faster computers, better graphics, and more responsive gaming and control (for drones, robotics, autonomous driving)? Do they want faster cloud-based applications and are they generating more data?
The answers to these questions all point to more demand for Nvidia’s products In turn, it’s the main reason I believe this firm will eventually command a $1 trillion market cap.
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$NVIDIA Corp(NVDA)$ are earnings forecast good? NVIDIA Corporation - Hold
Market proprietary data indicates that NVIDIA Corporation is currently rated as a Zacks Rank 3 and we are expecting an inline return from the NVDA shares relative to the market in the next few months. In addition, NVIDIA Corporation has a VGM Score of C (this is a weighted average of the individual Style Scores which allow you to focus on the stocks that best fit your personal trading style). Valuation metrics show that NVIDIA Corporation may be overvalued. Its Value Score of D indicates it would be a bad pick for value investors. The financial health and growth prospects of NVDA, demonstrate its potential to underperform the market. It currently has a Growth Score of B. Recent price changes and earnings estimate revisions indicate this stock lacks momentum and would be a lackluster choice for momentum investors.
$Visa(V)$
The darling blue-chip stock Visa (V) is showing signs of fatigue much like it's counterparts in the Stock Market. Visa’s stock (NYSE: V) has decreased 17% YTD, as compared to the 23% drop in the S&P500 over the same period. Further, at its current price of $185 per share, it is trading 29% below its fair value of $261 – Trefis’ estimate for Visa’s valuation. The company outperformed the street expectations in the third quarter of FY2022 (FY Oct-Sept), with net revenues (revenues minus client incentives) increasing 19% y-o-y to $7.3 billion. The growth was primarily driven by a 51% jump in international transaction revenues, followed by an 8% rise in data processing, and a 13% increase in service revenues. The segments benefited from improvement in the key metrics – nominal payments volume (up 14%), the number of processes transactions (up 16%), and cross-border volumes (up 38%). Overall, the net income increased 32% y-o-y to $3.4 billion.
Apple is seeking to shift some of its production out of China. While the move could reduce the long-term risks of overdependence on China for the tech giant, it will be a costly process which is likely to take several years with significant political risks.
Apple (ticker: AAPL) has told its suppliers to step up plans for assembling products elsewhere in Asia, particularly India and Vietnam, The Wall Street Journal reported over the weekend, citing people involved in the discussions.
$NVIDIA Corp(NVDA)$
3 Analysts Weigh In on NVDA Stock
In separate notes to investors, three analysts recently discussed the outlook of NVDA stock with this backdrop in mind. Stating that “Nvidia remains on track to hit supply/demand equilibrium in the second half of 2022,” Piper Sandler analyst Harsh Kumar expects the company to buy back a significant amount of its shares, according toThe Fly. Kumar maintained a $350 price target and a “buy” rating on the shares.
Taking a more bearish view was Deutsche Bank’s Ross Seymore. Although the demand for semiconductors is likely to remain strong, investors will probably continue to be worried about a “cyclical slowdown/correction,” the analyst stated. He trimmed his price target to $255 from $285 and kept a “hold” rating on the chipmaker.
$Apple(AAPL)$
Latest News
Apple's value chain in China, an emblem of the country's global role as a source of labour and assembly, has been hit hard by strict lockdowns in Shanghai and neighbouring provinces, raising the risk that the US tech giant may accelerate a shift of its operations away from China, say analysts.
While it is hard to put an exact figure on the losses resulting from the disruption to transport and production along Apple's extensive value chain in China, chief financial officer Luca Maestri told a conference call on Thursday that Covid-19-related lockdowns and a chip shortage would reduce the company's revenue by up to US$8 billion in the June quarter.
Maestri said this was "substantially larger than" the impact in the previous quarter and also warned about the likely knock-on effect of reduced consumer demand in China due to lockdowns.
$NVIDIA Corp(NVDA)$
1. On Wednesday, Nvidia said in an SEC filing that the US government controls sales of high-performance AI chips for servers, the A100 and H100, to China and Russia. The export control might lead to $ 400mln losses in 3Q.
2. On Thursday, $NVIDIA Corp(NVDA)$ said the US government will allow it to continue developing its H100 artificial intelligence chip in China.
After the news, $NVIDIA Corp(NVDA)$ once fell to $132.70 (share price dropped over 10% in one day), and closed at $139.37.
$NVIDIA Corp(NVDA)$
Usually, when companies announce preliminary results, it's not good news. They do it to prevent a hard landing when they actually report earnings -- which, in the case of Nvidia, is on Aug. 24.
The company was expecting Q2 revenue to be $8.1 billion, but that number came in much lower at $6.7 billion, down 19% quarter over quarter (QOQ) and up 3% year over year (YOY).
The company blames the gaming segment, which came in weaker than expected because of the challenging market conditions. Management expects those conditions to continue in Q3.
This has obviously impacted Nvidia's gross margin for the quarter, but management said that the long-term gross margin profile is still intact.
Gaming revenue was $2.04 billion, down 44% QOQ and down 33% YOY.
On the bright side, data center revenue was $3.81, up 61% YOY and up 1% QOQ.
To my surprise, automotive revenue was up 45% YOY and 59% QOQ.
Apple Inc. is preparing to allow alternative app stores on its iPhones and iPads, part of a sweeping overhaul aimed at complying with strict European Union requirements coming in 2024.
Software engineering and services employees are engaged in a major push to open up key elements of Apple’s platforms, according to people familiar with the efforts. As part of the changes, customers could ultimately download third-party software to their iPhones and iPads without using the company’s App Store, sidestepping Apple’s restrictions.
$NVIDIA Corp(NVDA)$ are earnings forecast good? NVIDIA Corporation - Hold
Market proprietary data indicates that NVIDIA Corporation is currently rated as a Zacks Rank 3 and we are expecting an inline return from the NVDA shares relative to the market in the next few months. In addition, NVIDIA Corporation has a VGM Score of C (this is a weighted average of the individual Style Scores which allow you to focus on the stocks that best fit your personal trading style). Valuation metrics show that NVIDIA Corporation may be overvalued. Its Value Score of D indicates it would be a bad pick for value investors. The financial health and growth prospects of NVDA, demonstrate its potential to underperform the market. It currently has a Growth Score of B. Recent price changes and earnings estimate revisions indicate this stock lacks momentum and would be a lackluster choice for momentum investors.
$Teladoc Health Inc.(TDOC)$
$Amazon.com(AMZN)$
After announcing a partnership earlier in March 2022, Teladoc stock spiked as investors speculated that Amazon might be considering a takeover. What's the likelihood of such a deal actually taking place, and would it be good news for Teladoc investors?In this episode, we also discuss:
• The current state of the iBuying industry, including earnings from Zillow and Opendoor.
• The reasons why Shopify stock has fallen 60% in the last few months.
• And our favourite female-led businesses.
$NVIDIA Corp(NVDA)$
NVIDIA will be hosting our 2nd Annual Recommender Systems Summit on July 28.
Join us to hear from fellow engineers and data scientists from Netflix, Twitter, Weights & Biases, Coveo, NVIDIA, and more about best practices, learnings, and insights for building and deploying highly effective recommender systems.
Our goal is to bring together our community to share information and best practices, and promote discussions around how machine learning techniques can improve the performance of recommender systems.
I hope you can join us on July 28. Reach out to me with any questions.
I have Mastercard, Apple and Nvidia
Apple would buy more at below $150 and Nvidia below $220, MA below $330 preferable.
$Visa(V)$
The San Francisco-based company, the largest U.S. card network, reported second-quarter profit rose to $3.65 billion, or $1.70 a Class A share, from $3.03 billion, or $1.38 a share a year earlier.
Net revenue rose to $7.19 billion from $5.73 billion a year earlier.
Analysts surveyed by FactSet expected $1.66 a share on $6.83 billion of revenue.
Client incentives rose 25% to $2.49 billion, above analysts' expected $2.43 billion.
Service revenues, which are based on payment volume from the preceding quarter, rose 24% to $3.5 billion, the company said.
International transaction revenue, which is tied to cross-border spending, rose 48% to $2.2 billion.
$NVIDIA Corp(NVDA)$
Nvidia stock is being bought on the dip.
$Broadcom(AVGO)$
Broadcom is rallying on its earnings report and news of its $61 billion deal for VMWare. But does that make the stock a buy?
HP surges to record high after Buffett's Berkshire reveals $4.2 billion investment :
https://www.candorium.com/news/20220408051254/HP-surges-to-record-high-after-Buffett-s-Berkshire-reveals-4-2-billion-investment?utm_source=stocks&utm_medium=social&utm_campaign=sound_02
$HPQ $Apple(AAPL)$ How does this news make the Software market react?
#HP #WarrenBuffet #Investment #SEC #Sharemarket #Business #news
$Visa(V)$
Target Buy Price : $180
Target Sell Price : $310
The 32 analysts offering 12-month price forecasts for Visa Inc have a median target of 270.00, with a high estimate of 310.00 and a low estimate of 225.00. The median estimate represents a +31.84% increase from the last price of 204.79.