Join our Tech Stocks to Buy series where BCB Cyber is always digging for the best companies using disruptive technology to fuel growth.
Hey all, just a quick reminder too… Cyberpunk 2077 releases on December 10th! If you want to help out the developer directly with your order like we did then check out the link here! We aren’t sponsored by them but love their work and believe it share-worthy. If you want to read more about our own excitement, check it out. We’ve got ours ordered and are watching the countdown!
We can’t stop checking our countdown!!!
Remember as well to come back to the YouTube page tomorrow evening as we will have the first video in our Cyber Rider Project, the introduction a tour! Have a great weekend all!
A great cyber-day to everyone and welcome to the BCB Cyber Series that takes on the Tech stocks that can provide the cyber-fuel we need to pursue our digital wealth passions.
Today, we’re talking Mega-Cap Tech. As we dig for the cyber-fuel we need, we are always working to make sure to find the best of the best, those monster companies in tech, that can form a key part of our portfolios.
For all these mega-cap stocks, just like Investopedia, our core defining feature here is that the market cap is over $200 Billion! And for today’s analysis, Nvidia definitely fits that bill with a market cap over $328 Billion.
Nvidia company info from Yahoo! Finance blended with BCB Cyber Fuel for a whole new experience!
As always though, we dig deeper still, going beyond those basics. Always seeking out those companies that are pushed by incredible disruptive tech with a great story, not to mention having a solid base in the numbers.
Becoming the Mark to Beat
Nvidia company info from Google Search blended with BCB Cyber Fuel for a whole new experience!
Mega Cap is one thing, the name to beat in an industry is another. And Nvidia fits both bills.
Before we dive too deep though, we strongly advocate that we don’t act solely on anyone else’s opinion, even ours! Make sure we are all thinking for ourselves as self-definers and making our own decisions. In the end, the responsibility is on each one of us as individuals. So decide wisely!
BCB Cyber: Mega-Cap Analysis
Jumping right in the BCB Cyber way, we cover 3 quick pieces of important information so we can get moving on our day. First, we tackle the story to find out who and what the company is, second, we look at the numbers both positive and negative, and finally we discuss our position on the stock.
This is TS2B, Tech Stock to Buy, Mega-Cap edition, and this week we are going to take on Nvidia, the Santa Clara, California, visual computing company competing in both the GPU and Tegra Processor segments and looking to dominate AI and compute from data center to the end point.
From GPUs to dominating visual computing, Nvidia is now the name to beat in the chip world. More than that though it is utterly committed to pushing the industry beyond its limits with a holistic research approach that the company is wholly invested in. They are the company that repeatedly redefines the industry.
The following graphics highlight this: Unparalleled leadership, a slate of products primed to redefine how the world produces, stores, and uses energy, and ultimately, a company that is primed financially for tremendous growth and prosperity.
Enter any google query on Jensen Huang, CEO of Nvidia, and you will find long lists of accomplishments, accolades, and those seeking to learn from Jensen’s leadership prowess.
Jensen Huang info from Google Search blended with BCB Cyber Fuel for a whole new experience!
BCB Cyber loves to follow five specific metrics: Revenue Growth, Forward Price to Earnings Ratio, Return on Assets, Operating Margin, and Debt Considerations. Nvidia is at the top of the game in all respects.
Nvidia company info from Yahoo! Finance blended with BCB Cyber Fuel for a whole new experience!
While growth in revenue has slowed the last few years, it was to be expected as their product lines came to the end of their run but that was before new chipsets were being revealed (see the 3080 above), and new acquisitions were being added (Mellanox and ARM) to help drive revenues in incredible markets. Already primed with an incredible AI stack that is above all others, the opportunities are endless. In fact, Nvidia already been recognized as being better than everyone thought, and those estimates had been pretty high, to begin with! Regardless of the stagnation, they still topped $10 Billion two years going and the future looks even brighter.
Nvidia company info from Yahoo! Finance blended with BCB Cyber Fuel for a whole new experience!
Nvidia company info from Yahoo! Finance blended with BCB Cyber Fuel for a whole new experience!
When it comes to effectiveness and profitability, few do it better in the tech world than Nvidia. Top-notch operating margins helping to fuel future development, and a return on assets for shareholders at nearly 12%, this is a great, well balanced mega-cap stock worthy of our portfolio, no doubt!
Nvidia company info from Yahoo! Finance blended with BCB Cyber Fuel for a whole new experience!
As for the last concern where so many come short, debt considerations are also of little concern. As we have already expressed, management is incredible and in managing their ability to cover debt there is no exception here either. Nvidia comes out on top!
3 – THE BCB CYBER TAKE
Nvidia’s financial information above from Simply Wall Street blended with BCB Cyber Fuel for a whole new experience!
While we do love simplywall.st, we think they fall way short on the opportunity here. Perhaps understatement is their goal but the BCB Cyber take has it much higher. Not only do we see the health, future, and past at higher levels, we also see that there is value in this stock still and we even get a small dividend! What could be better?
As of this morning 11.16.20, my own portfolio has a position of 21.32% in Nvidia, our highest of any stock, with a basis of $258.33. This is definitely a stock worth buying at the right price and one hat, without question, BCB Cyber believes to be the right fuel for the fire for our futures!
As always, think for yourself, do your own homework, and cyberize your life with the best in disruptive tech. Learn more in our Wealth Section and dive deeper with Establishing the Baseline!
Good Monday everyone and welcome to the BCB Cyber Series that takes on the Tech stocks that can provide the cyber-fuel we need to pursue our digital wealth passions.
Today we are back on track in the new month with Tech-Growth Companies. As always, we are digging for the cyber fuel we need. For all these growth stocks we are looking for top-line revenue growth of 20% or more!
Growth of Snap Inc.
Snap Inc. Company Info from Yahoo! Finance blended with BCB Cyber Fuel for a whole new experience!
Before we dive too deep though, as always BCB Cyber loves the deep dive, we strongly advocate that you don’t act solely on anyone’s opinion, even ours! Make sure we are all thinking for ourselves as self-definers and making our own decisions. In the end, the responsibility is on each one of us as individuals. So decide wisely!
Jumping right in, we do these quick deep dives so we can all get the info we need, but also do so in a way that keeps us going in our day. To do this the BCB Cyber way we cover 3 quick pieces of important information. First, we tackle the story to find out who and what the company is, second, we look at the numbers both positive and negative, and finally we discuss our own BCB Cyber position.
This is TS2B, Tech Stock to Buy, hi-tech growth edition, and this week we are going to take on Snap Inc., the Santa Monica, California Camera Company blowing away the social media world with its primary platform Snapchat and its tech that allows for the “fastest way to share a moment.” High growth for BCB Cyber again takes on that 20% growth in the past and future and that’s exactly what we see as the annualized average for the past three years has been 64.25%, the current year expecting 42.00% and in 2021 40.70% as of today.
Competing with names like Facebook, Instagram, Pinterest, Tumblr, and Twitter, we all know the industry and how big it is. Snap, Inc. is the internet content and communications company we need to consider for the cyber-fuel that can power our wealth creation.
1 – STORY
Snap is an incredible company with a fantastic growth story. It hits all the story-lines we’d love to see in a disruptive tech company. For those who don’t see the disruptive tech just check out the last few years of product development surging with new additions in the machine learning and augmented reality space.
Snap Inc. company info in the above graphic is a combination of Snap Inc. Presentation 3Q 2020 blended with BCB Cyber Fuel for a whole new experience!
One of the most unique aspects of the technological integration regarding disruptive innovation found with Snap Inc. is that it is not just a gimmick for the company. Snap Inc. is progressively seeking the integration of these features into specialized communities.
Snap Inc. company info in the above graphic is a combination of Snap Inc. Presentation 3Q 2020 blended with BCB Cyber Fuel for a whole new experience!
Furthermore, this leadership team has developed a strong, diverse, and market-focused product suite that sees incredible adoption. This team is primed for next-gen growth.
Snap Inc. company info in the above graphic is a combination of Snap Inc. Presentation 3Q 2020 blended with BCB Cyber Fuel for a whole new experience!
Finally, a nuanced and well-developed ad strategy helps to lead the company forward in revenue generation.
Snap Inc. company info in the above graphic is a combination of Snap Inc. Presentation 3Q 2020 blended with BCB Cyber Fuel for a whole new experience!
Snap Inc. tells an incredible story, making the most of next-gen tech with a focus on next-level growth markets. Now, let’s turn to the numbers.
2 – BY THE NUMBERS
BCB Cyber loves to follow five specific metrics: Sales/Revenue Growth (noted above), Forward Price to Earnings Ratio, Return on Assets, Operating Margin, and Debt Considerations.
While Snap Inc. does have a few risk factors, not limited to a high Forward P/E (common to its peer companies in their industry), and a big-time increase in book value multiple, we always expect to pay up for incredible growth opportunities. However, we still must be careful as to the price we pay. This shows, others are now recognizing the value in the stock for Snap Inc.
Snap Inc. Company Info above from Yahoo! Finance blended with BCB Cyber Fuel for a whole new experience!
Recent trends certainly indicate that the market awareness of the is opportunity is currently over-exposed. Snap Inc. represents other risk factors as well with a negative Return on Assets and a negative Operating Margin.
Snap Inc. Company Info above from Yahoo! Finance blended with BCB Cyber Fuel for a whole new experience!
With risk factors, we must always be examining the opportunity for the business to keep pushing forward and maintaining the financial flexibility to keep innovating. That’s where debt comes in. As for Snap Inc., debt does seem well covered by its cash assets and does appear manageable.
Snap Inc. Company Info above from Yahoo! Finance blended with BCB Cyber Fuel for a whole new experience!
With all the risk factors presented here, it is also worthy to note that taking into account the revenue growth seen at the outset of our analysis, the chart we presented also demonstrates that the loss (in earnings) has been reducing in the overall amount quite considerably. This does indicate a more positive outlook for the future of Snap Inc. as it works towards profitability. With all this in mind, we turn to our Cyberized take on the matter.
3 – THE BCB CYBER TAKE
Snap Inc.’s financial information above from Simply Wall Street blended with BCB Cyber Fuel for a whole new experience!
As of this morning, on 11.9.2020, our stake in Snap sits at one speculative share with a cost basis of $23.50. As the stock has jumped to $43.96 this morning in before hours trading, we see an unrealized gain of 87.06%. Not a bad return for this “little stock” with a market cap of 67.62B. Remember, we are just like the masses, struggling to make ends meet and build our future. So, sometimes, a single share is just what we need to start us on our journey toward cyberizing our lives.
BCB Cyber believes in the potential for this risky, tech innovator and loves the story. However, this is definitely a stock worth buying at the right price and one that BCB Cyber believes to be the right fuel for the fire! Remember we balance our perspective and cyberize our wealth over a longer term of 5 years or more. We will definitely be looking to add to our position, with the right portfolio proportions of between 1 and 2 percent and at the right price.
Remember, as always, think for yourself, do your own homework, and cyberize your life with the best in disruptive tech. Learn more in our Wealth Section and dive deeper into Establishing the Baseline on BCB Cyber.com!
What does Wealth mean for us? What would we become if money didn’t rule our lives? Who would we choose to be? How can technology transform our lives in Wealth?
Join BCB Cyber every Monday as we seek to provide the Cyber-Fuel necessary for each of us to answer these questions and so much more. Here is where we review the best, current opportunities as we see them in our portfolio to help build wealth in disruptive technology. Remember, we always need to do our homework and think for ourselves!
A Monthly Platform, Every Monday: Top Buys in Tech Growth, Mega-Cap, and Dividend Plays!
Each and every month we bring to you the best buys in disruptive tech. First Monday of the Month we announce the best three in the BCB Cyber portfolio and those desired. Remember, the BCB Cyber way invests, we don’t trade. We research and do the work necessary to understand a company, then examine it against opportunities in disruptive tech. We build our positions slowly into a stock, buying over time for the long term. We are not subject to short term whims but look to build our future selves on great companies looking to redefine the world! Join and share in the discussion, for all ideas are better when tested against the torrent of the masses.
On the second Monday, we dive right in with the month’s best growth stock in disruptive tech. This could be a great projected growth rate, a phenomenal new tech to consider, and weigh opinion on or more!
On the third Monday of the month, we hack a Mega-Cap. We’ll dive deep and explore these companies through a variety of metrics to makes sure we tear apart the story and get to the heart of the opportunity.
On the fourth and final Monday of the month, we bring tech-balance. It is here where we provide a discussion on the opportunity to further fuel our growth capacity. We dive deep into disruptive tech dividend plays. We explore how they can become a passive income source, that helps pay us while we sleep to tech-fuel our waking lives!
November 2020
This is the TECH Stock Review: T3TB for 11.02.20
BCB Cyber-Fuel on Wealth for November 2020. Metrics for each stock are summarized and critically reflected here from Yahoo! Finance on 11/02/20.
Make sure to come back every Monday this month as we explore each one of these stocks. And remember, TECH Stock Review: T3TB comes back to start each and every month! If you’d like the vid-version, check out our back on our blog every Saturday as we turn the week’s stock review into a quick flash review that gets us the info we need but keeps us fueling our passion with the Cyberized knowledge we need!
For more Cyber-Fuel on Wealth, please check out our dedicated section on the subject.
Good Monday morning everyone and welcome to the BCB Cyber Series that takes on the Tech stocks that can provide the cyber-fuel we need to pursue our digital wealth passions.
Today we are tackling those big dividend payers that can add passive cash flow to our portfolios. As we dig for the cyber-fuel we need, we are always working to make sure the best of the best, those monster companies in tech play, form a key portion of our portfolios.
For Dividend Payers, BCB Cyber is always looking for a forward annual dividend yield of over 3%. As always though, we dig deeper still, looking for those companies that are pushed by incredible disruptive tech with a great story, not to mention having a solid base in the numbers.
Tech-Monarch & Dividend Aristocrat
With some of the biggest names in industrial technology, Raytheon Technologies presents four massive sub-companies that are pushing the boundaries of tech deployment in Aerospace, Defense, and Engineering. After a recent mega-merger, the new companies held within this Tech Leader are:
Raytheon isn’t just your normal tech giant in the industrials with a massive industry impact, it is also, when considering its history as United Technologies Corporation pre-merger with Raytheon, a recognized Dividend Aristocrat. Meaning that this company, a cash dividend payer since 1936, has a current track record of 25+ years of consecutive dividend increases and is included with the “best of the best” dividend growth stocks.
Before we dive too deep though, we strongly advocate that we don’t act solely on anyone else’s opinion, even ours! Make sure we are all thinking for ourselves as self-definers and making our own decisions. In the end, the responsibility is on each one of us as individuals. So decide wisely!
BCB Cyber: Mega-Cap Analysis
Jumping right in the BCB Cyber way, we cover 3 quick pieces of important information so we can get moving on our day. First, we tackle the story to find out who and what the company is, second, we look at the numbers both positive and negative, and finally we discuss our position on the stock.
This is TS2B, Tech Stock to Buy, Dividend Payer edition, and this week we are going to take on Raytheon Technologies, the Waltham, Massachusetts disruptive tech play redefining Aerospace and Defense with a mega-merger of equals for the ages.
1 – STORY
The story for Raytheon Technologies (RTX) is one of growth, opportunity, and surprising value. Most importantly, RTX, like Alteryx 2 weeks ago, and Tesla last week, hits all the checklist boxes we love to see in a disruptive tech company.
The story for RTX begins as a mega tech giant with a long growth history.
Raytheon Technologies stock information from Yahoo! Finance on 10.26.2020 blended with BCB Cyber Fuel for a whole new experience!
In addition, due to the current climate it presents an unusual value proposition for cyberized investors looking to add a passive income stream to their portfolios…
Raytheon Technologies stock information from Yahoo! Finance on 10.26.2020 blended with BCB Cyber Fuel for a whole new experience!
Perhaps most importantly, is that in RTX, we see a management team ready and willing to be on top of the situation and provide the dexterity necessary to navigate tough times.
BCB Cyber loves to follow five specific metrics: Revenue Growth, Forward Price to Earnings Ratio, Return on Assets, Operating Margin, and Debt Considerations. While RTX does have a few risk factors, it does also hit on several other key metrics: strong revenue growth history, a promising value proposition, a positive Return on Assets, a positive Operating Margin, and a solid, growing cash flow alongside investment that will help with debt considerations.
A solid growth profile in revenue…
Raytheon Technologies stock information from Yahoo! Finance on 10.26.2020 blended with BCB Cyber Fuel for a whole new experience!
A value proposition in Current Forward P/E of 17.04 representing a discount to the market and even more significant a Price to Book in the most recent quarter of 1.43 representing a deep value to the past! Not to mention an incredible buy based on the sales proportions!
Raytheon Technologies stock information from Yahoo! Finance on 10.26.2020 blended with BCB Cyber Fuel for a whole new experience!
Strong Operating Margin, one of the best we’ve seen, and a quality return on Assets…
Raytheon Technologies stock information from Yahoo! Finance on 10.26.2020 blended with BCB Cyber Fuel for a whole new experience!
A balance sheet that needs monitoring but a strong cash position nonetheless.
Raytheon Technologies stock information from Yahoo! Finance on 10.26.2020 blended with BCB Cyber Fuel for a whole new experience!Raytheon Technologies stock information from Yahoo! Finance on 10.26.2020 blended with BCB Cyber Fuel for a whole new experience!
Finally, as a dividend payer, BCB Cyber loves to see the over 3 percent forward annual dividend yield and RTX currently has a yield of 3.04%. And don’t forget there is another opportunity for a passive income payout coming in November!
Raytheon Technologies stock information from Yahoo! Finance on 10.26.2020 blended with BCB Cyber Fuel for a whole new experience!
3 – THE BCB CYBER TAKE
RTX’s financial information above from Simply Wall Street blended with BCB Cyber Fuel for a whole new experience!
As of this morning, on 10.26.20, my own portfolio has a position of 9.73% in RTX. This is definitely a dividend payer worth buying at the right price and one that BCB Cyber believes to be the right fuel for the fire! As always, think for yourself, do your own homework, and cyberize your life with the best in disruptive tech. Learn more in our Wealth Section and dive deeper with Establishing the Baseline!
Good Monday everyone and welcome to the BCB Cyber Series that takes on the Tech stocks that can provide the cyber-fuel we need to pursue our digital wealth passions.
We are talking about tech Mega-Cap Tech Today. As we dig for the cyber-fuel we need, we are always working to make sure the best of the best, monster companies in tech play, form a key portion of our portfolios.
For all these mega-cap stocks, just like Investopedia, our core defining feature here is that the market cap is over $200 Billion! As always though, we dig deeper still, looking for those companies that are pushed by incredible disruptive tech with a great story, not to mention having a solid base in the numbers.
Tesla Becomes Mega-Cap!
Tesla company info from Yahoo! Finance blended with BCB Cyber Fuel for a whole new experience!
Before we dive too deep though, we strongly advocate that we don’t act solely on anyone else’s opinion, even ours! Make sure we are all thinking for ourselves as self-definers and making our own decisions. In the end, the responsibility is on each one of us as individuals. So decide wisely!
BCB Cyber: Mega-Cap Analysis
Jumping right in the BCB Cyber way, we cover 3 quick pieces of important information so we can get moving on our day. First, we tackle the story to find out who and what the company is, second, we look at the numbers both positive and negative, and finally we discuss our position on the stock.
This is TS2B, Tech Stock to Buy, Mega-Cap edition, and this week we are going to take on Tesla, the Palo Alto, California energy-redefining enigma; cleverly, unintentionally, disguised as an automobile company.
Tesla is no doubt one of the biggest new competitors in the world of automobiles, however, forever redefining the world’s understanding of transportation. While not the only electric vehicle manufacturer, it is the only company that has caught the public’s attention to such a unique degree and with such style. With little to no marketing budget, Tesla demonstrates that a phenomenal business model and one of the best products on the market can help redefine how we look at the world. Join our deep dive now, on TESLA.
1 – STORY
Tesla is the newest neighbor to the mega-cap block. You would have had to be hiding under a rock over the last few years not to hear about this fantastic company. Tesla, like Alteryx last week, hits all the checklist boxes we love to see in a disruptive tech company.
The following graphics highlight this: Unparalleled leadership, a slate of products primed to redefine how the world produces, stores, and uses energy, and ultimately, a company that is primed financially for tremendous growth and prosperity.
Tesla’s CEO, Elon Musk, is an enigmatic leader no doubt, one thing that cannot be overstated, however, is that he is the face of Tesla and he is setting the world on fire by winning over critics! This is a fairly recent development though…
Graphics Source: Google Search 10.19.20Graphics Source: Google Search 10.19.20
But within a few short months, the narrative on Musk had been forever altered in 2019. How quickly things change…
Graphics Source: Google Search 10.19.20
Redefining Global Energy in the EV Space
Tesla company info in the above graphic is combination of Tesla Investor Presentation 2Q blended with BCB Cyber Fuel for a whole new experience!
Tesla company info in the above graphic is combination of Tesla Investor Presentation 2Q blended with BCB Cyber Fuel for a whole new experience!
In addition to these elements, Tesla demonstrated its effect on the world during the Pandemic and is positioning itself for so much more to come…
Tesla company info in the above graphic is combination of Tesla Investor Presentation 2Q blended with BCB Cyber Fuel for a whole new experience!
2 – BY THE NUMBERS
Tesla’s financial information above from Yahoo! Finance blended with BCB Cyber Fuel for a whole new experience!
Tesla’s financial information above from Yahoo! Finance blended with BCB Cyber Fuel for a whole new experience!
Tesla’s financial information above from Yahoo! Finance blended with BCB Cyber Fuel for a whole new experience!
Tesla’s financial information above from Yahoo! Finance blended with BCB Cyber Fuel for a whole new experience!
3 – THE BCB CYBER TAKE
Tesla’s financial information above from Simply Wall Street blended with BCB Cyber Fuel for a whole new experience!
As of this morning, on 10.19.20, my own portfolio has a position of 17.45% in Tesla with a cost basis of $155.42. This is definitely a stock worth buying at the right price and one that BCB Cyber believes to be the right fuel for the fire! As always, think for yourself, do your own homework, and cyberize your life with the best in disruptive tech. Learn more in our Wealth Section and dive deeper with Establishing the Baseline!
