Ideas Corner- 17 Dec 2012

AVGO's AI revenue surges 106%, but its P/E is high. NVDA's 86% AI chip share offers value at P/E 35.

E. coli outbreak hits raw cheese! 9 sick, 1 kidney failure. Health risks surge, impacting consumer goods.

SAP buys Reltio for $1.1B, boosting AI data capabilities. Investors eye integration returns.

SCHD's $85B ETF screens for strong dividend growth & quality, avoiding fads & high valuations.

Nexstar's $3.54B Tegna deal faces antitrust review; DirecTV fears higher consumer costs & fewer local newsrooms.

CELH down 49% on Costco rivalry, but valuation still high. Risk-reward looks poor.

Magnificent Seven stocks lag S&P 500, but valuations are attractive. Nvidia's forward P/E < 21, strong growth potential.