Nokia Stock Forecast: Nokia Is A Cheap Bet On 5G Revolution

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • The COVID-19 pandemic has delayed the onset of the global 5G revolution. We should still bet on companies involved in the 5G infrastructure rollout business.
  • In spite of this pandemic, the 5G infrastructure industry is still growing at an estimated 51.01% CAGR. This niche market is expected to be worth $22.93 billion by 2025.
  • It is therefore judicious to go long on Nokia. Nokia is still the world’s no.2 vendor of telecom equipment products (3G, 4G, and 5G).
  • Nokia’s stock has a one-year price return of -28.11%. NOK is now very affordable to own. It trades at only 0.80x Price/Sales valuation. NOK’s forward P/E is just 11. 44x.
  • I Know First has a slightly bullish one-year outlook for Nokia’s stock. The deteriorating US-China relationship is a long-term tailwind for NOK.

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AAPL Stock Forecast: Why Apple Deserves A Price Target of $330

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • The average one-year price target for Apple’s stock at TipRanks is only $319.86. Apple deserves a price target of at least $330.
  • Apple is still hiring. Factories in China are back to normal operations. The ongoing pandemic is no longer a disruption to Apple’s business.
  • Buying AAPL is still judicious. This stock is reasonably priced and has obvious long-term upside potential.
  • Apple’s affluent customer pool can endure COVID-19’s financial headwind. Many of them will still be able to afford a $399 or $1,500 iPhone.
  • The big surge in video game activities during this pandemic is a big tailwind for AAPL. Apple is also one of the biggest paid streaming entertainment companies.

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BABA Stock Forecast: Alibaba Still Deserves A Price Target of $240

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • Alibaba will do its earnings report on May 20. I do not think current market emotions will deliver my old 90-day price target of $240 by that date.
  • Lingering doubts about China’s honesty over its COVID-19 victory means most investors doubt there is an actual strong rebound in that country’s e-commerce industry.
  • This distrust is bad because 90% of Alibaba’s e-commerce revenue comes from China. Misplaced skepticism means BABA will trade sideways until May 20.
  • My view is that online sales are surging in China as it is in COVID-19 affected Europe and United States. Alibaba is the intermediary that connects China suppliers to B2C retailers.
  • Don’t lose hope. Alibaba’s stock still deserves a one-year price target of $240. The global fear over COVID-19 further fortifies the importance of online shopping.

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Nvidia Stock Forecast: Why Nvidia Deserves A Price Target of $320

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • I correctly predicted last April 2 that Nvidia’s stock would hit $300 before June. My previous argument that COVID-19 is boosting Nvidia was judicious.
  • NVDA breached the $300 price barrier last April 27. It did it again last May 6, and it closed at $297.79. This is still higher than April 2’s closing price of $247.03.
  • My new 1-year price target for NVDA is $320. The inability of AMD to compete in data center GPUs means NVDA will continue to soar higher.
  • Nvidia will report its next quarterly earnings numbers on May 21. Going long on Nvidia two weeks before this happens might turn out profitable.
  • The predictive algorithm of I Know First has a super mega bullish one-year Nvidia stock forecast score.

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MA Stock Forecast: Surge In Credit Card Usage Justify MasterCard’s High Valuation Ratios

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • Governments around the world are still extending their quarantine/lockdown mandates. This is forcing many people to do costly cash advances on their Mastercard-issued credit cards.
  • We conclude that the ongoing COVID-19 pandemic problem persists as a tailwind for MasterCard. There’s a surge in credit card usage when people are forcibly stuck-at-home.
  • Online shopping and stay-home entertainment are the new normal. As one of the biggest credit card issuers, Mastercard certainly benefits from quarantine edicts.
  • The current pandemic elevated the importance of owning credit cards like those issued by Mastercard. Aside from shopping, credit cards give easy access to quick, no-collateral loans via cash advances.
  • No thanks to COVID-19, I expect Mastercard’s revenue growth for 2020 to beat the previous 5-year 12.35% CAGR.

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Undervalued Stocks: EPAY Bottomline Technologies Are Not Overvalued

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • Yahoo Finance’s valuation algorithm still rates Bottomline Technologies as Overvalued. This rating is despite the -25.73% 3-month performance of this company’s stock.
  • Bottomline Technologies stock, EPAY still enjoys a TTM P/E ratio valuation ratio of over 290x. This valuation is in spite of EPAY’s ghastly 1.29% net income margin.
  • My takeaway is that investors are betting on the future strength of Bottomline. The COVID-19 pandemic taught us all that digital banking is the new normal.
  • The strict implementation of social distancing, quarantines, and limited bank operations means it is tedious for people and businesses to do traditional banking.
  • I Know First’s stock-prediction system also gave a bullish one-year forecast for EPAY. I trust the wisdom of I Know First. EPAY deserves a one-year PT of $48.

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ANET Stock Forecast: Surge In Internet Traffic During Pandemic Makes Arista Networks A Buy

motek 1This article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • If you have above average IQ, you know that Arista Networks is one of those companies that are truly benefiting from the COVID-19 pandemic.
  • Billions of people are still forcibly stuck-at-home or imprisoned. Fascist quarantine orders are causing a huge surge in internet usage.
  • Internet service providers and data center operators are being forced to buy more routers and ethernet switches.
  • The COVID-19 pandemic further fortifies Arista’s leadership in 100G ethernet switches.
  • The more customers for its 100G switches, the faster Arista can focus on growing its 400G products.

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BIDU Stock Forecast: Baidu Can Overcome The Headwind Caused By Its Corrupt Former Vice-President

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • I am highly confident that Baidu’s stock can bounce back to above $110 within the next 90 days.
  • Baidu’s Moral Committee has accused its former Vice-President of Finance Wei Fang of corrupt practices. Wei Fang is now in police custody.
  • The prompt arrest and incarceration of a thieving employee will eventually lead to a return of investors’ confidence on BIDU
  • As China’s biggest search engine, Baidu obviously benefits from the COVID-19 pandemic.
  • Think asymmetrically! You will agree with my verdict that BIDU is a bargain stock that we should all buy.This company has a pseudo-monopoly on China’s search ads business.

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