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Added more DPZ, TROW and WSM. Two of those are up today but I'm still building and averaging down a little at a time. Will add HD if it gets under $300, looking at several others and may start BX at $110 or under.
AAPL, for example, is up 100% since precovid levels. MSFT isn’t far behind. ZM, SQ, etc are back to precovid levels and in many cases back to 2018 levels despite growing profits and revenue faster than AAPL and MSFT over that time.
So either AAPL and MSFT are still inflated or ZM, SQ, etc are oversold.
Well, I don't agree with this logic. IMO, you cannot assume all stocks will rise and fall in the same tide. I have no opinion on whether Zoom, etc, are a good value today, as I never intend to invest in them and have never looked closely at them.
The 2022 earnings estimates for both Apple and Microsoft are more than twice what they each earned in 2018, so it's not at all unreasonable to see the shares at a higher level today than in 2018. I'll grant that pretty much anything can happen in the short run, and I don't try to guess what each day's chart will bring. But over the next five years I believe these two will give investors positive real returns. Of course they are enormous companies now, and there will be smaller companies which give better returns. With respect to big-cap companies, however, these two and Alphabet are among my favorites.
Well, I don't agree with this logic. IMO, you cannot assume all stocks will rise and fall in the same tide. I have no opinion on whether Zoom, etc, are a good value today, as I never intend to invest in them and have never looked closely at them.
The 2022 earnings estimates for both Apple and Microsoft are more than twice what they each earned in 2018, so it's not at all unreasonable to see the shares at a higher level today than in 2018. I'll grant that pretty much anything can happen in the short run, and I don't try to guess what each day's chart will bring. But over the next five years I believe these two will give investors positive real returns. Of course they are enormous companies now, and there will be smaller companies which give better returns. With respect to big-cap companies, however, these two and Alphabet are among my favorites.
Valuation today is same as parts of 2018. Are you saying that AAPL and MSFT have grown revenue and EPS by more than SQ since 2018 or that their future growth over the next few years will far exceed SQ? Because current valuations of AAPL and MSFT are well more than double 2018 levels. There’s a disconnect there imo.
I for one wouldn't sell my MSFT, AAPL, or GOOGL positions right now even if a gun were held to my head.
I’m not saying to sell but I am saying if you’re buying here do so with the understanding that you’ll very likely get a cheaper price over the next few weeks.
I’m not saying to sell but I am saying if you’re buying here do so with the understanding that you’ll very likely get a cheaper price over the next few weeks.
Sure, it ebbs and flows. Sub-$200 MSFT is probably a ship that's sailed, though (well, barring a future stock split, but that's not really the same thing).
Valuation today is same as parts of 2018. Are you saying that AAPL and MSFT have grown revenue and EPS by more than SQ since 2018 or that their future growth over the next few years will far exceed SQ? Because current valuations of AAPL and MSFT are well more than double 2018 levels. There’s a disconnect there imo.
This thread is for posting long-term investment ideas. If you want to have a longer discussion on valuations of these stocks you should start another thread, or put comments in the thread about whether the NASDAQ has been punished enough.
With that said, again, I have no opinion on the valuations of SQ, ZM, etc.
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