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View Poll Results: Which company?
Amazon 45 30.20%
Apple 33 22.15%
Facebook 12 8.05%
Google 59 39.60%
Voters: 149. You may not vote on this poll

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  #501  
Old 20.11.2020, 17:14
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Re: Stock investment poll

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You can look at the past, unless you believe it's different this time..........
I am seeing a lot of anti Amazon posting on FB, 'support local shops', I have not seen that before.
Sure, and Facebook seem to be under scrutiny too. And yet, both keep growing.

And regarding your previous post about Amazon's market cap, Microsoft is even bigger. That hasn't prevented Terry Smith from investing into it though
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  #502  
Old 20.11.2020, 17:19
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Re: Stock investment poll

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Sure, and Facebook seem to be under scrutiny too. And yet, both keep growing.

And regarding your previous post about Amazon's market cap, Microsoft is even bigger. That hasn't prevented Terry Smith from investing into it though
FB & Microsoft have far better returns on capital & very much cheaper p/e

Amazon p/e 91
FB p/e 31
Microsoft p/e 34

ROCE of FB & MSFT more than 50% higher than Amazon
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  #503  
Old 20.11.2020, 17:40
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Re: Stock investment poll

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FB & Microsoft have far better returns on capital & very much cheaper p/e

Amazon p/e 91
FB p/e 31
Microsoft p/e 34

ROCE of FB & MSFT more than 50% higher than Amazon
First the return on capital, then the market cap, and now the PE ratio. You keep changing metric

Amazon's PE ratio has always been high, so that's probably not the right number to look at.
https://www.macrotrends.net/stocks/c...mazon/pe-ratio

If we look at the 5 year PEG ratio instead, which accounts for growth, it looks like Amazon is cheaper than Microsoft: 1.21 vs 2.49.
Is this the right metric to look at? I am afraid I have no idea. However people smarter than me don't like to buy stocks whose 5-year PEG ratio is above 2.
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  #504  
Old 20.11.2020, 17:50
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Re: Stock investment poll

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First the return on capital, then the market cap, and now the PE ratio. You keep changing metric

Amazon's PE ratio has always been high, so that's probably not the right number to look at.
https://www.macrotrends.net/stocks/c...mazon/pe-ratio

If we look at the 5 year PEG ratio instead, which accounts for growth, it looks like Amazon is cheaper than Microsoft: 1.21 vs 2.49.
Is this the right metric to look at? I am afraid I have no idea. However people smarter than me don't like to buy stocks whose 5-year PEG ratio is above 2.
if you want to analyse amazon, forget about profit metrics and look at cash.
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  #505  
Old 20.11.2020, 19:18
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Re: Stock investment poll

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if you want to analyse amazon, forget about profit metrics and look at cash.
Yes, that seems about right.
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  #506  
Old 05.12.2020, 17:16
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Re: Stock investment poll

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And here it is: https://finance.yahoo.com/quote/%5EGSPC?p=^GSPC

Peak S&P500 at 4'000?
Getting closer. To be honest, I'm not sure what I would do if we do get a blow-off top in the next month and S&P500 goes parabolic to 4000.

The initial 'obvious' answer is to sell but I've been burned too many times when selling even at the top.
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  #507  
Old 05.12.2020, 18:08
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Re: Stock investment poll

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Getting closer. To be honest, I'm not sure what I would do if we do get a blow-off top in the next month and S&P500 goes parabolic to 4000.

The initial 'obvious' answer is to sell but I've been burned too many times when selling even at the top.
If anybody had a crystal ball and could foresee when the market is going to be peak, that would be a sure way to get rich.

Meanwhile, most of us are happy making reasonable profits, even if they are not the best possible profits.
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  #508  
Old 05.12.2020, 18:52
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Re: Stock investment poll

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If anybody had a crystal ball and could foresee when the market is going to be peak, that would be a sure way to get rich.

Meanwhile, most of us are happy making reasonable profits, even if they are not the best possible profits.
The market will always reach new peaks in the future
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  #509  
Old 05.12.2020, 19:15
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Re: Stock investment poll

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The market will always reach new peaks in the future
That

Seeing that I celebrated the DAX reaching 3000 (yes, I´m that old)
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  #510  
Old 05.12.2020, 19:33
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Re: Stock investment poll

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That

Seeing that I celebrated the DAX reaching 3000 (yes, I´m that old)
1997 or 2003, not that long ago!
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  #511  
Old 06.12.2020, 11:59
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1997 or 2003, not that long ago!
If it's celebrating then I imagine 1997 not 2003 - unless he's a short seller!
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  #512  
Old 07.12.2020, 17:31
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Re: Stock investment poll

What is it with GoPro for the past couple of days?

https://finance.yahoo.com/news/gopro...163204884.html

Is it worth investment or not???
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  #513  
Old 07.12.2020, 18:03
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Re: Stock investment poll

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What is it with GoPro for the past couple of days?

https://finance.yahoo.com/news/gopro...163204884.html

Is it worth investment or not???
Small cap company with a pretty small addressable market for the core products. If it's already up 25% I'd say you've probably missed the opportunity for a short-term trade, and I personally wouldn't touch it as a long-term investment without being confident that they have a strong pipeline of new products to grow their addressable market.
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  #514  
Old 07.12.2020, 18:21
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Re: Stock investment poll

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Small cap company with a pretty small addressable market for the core products. If it's already up 25% I'd say you've probably missed the opportunity for a short-term trade, and I personally wouldn't touch it as a long-term investment without being confident that they have a strong pipeline of new products to grow their addressable market.
Just got merely 100 shares long ago and keep them since 2015 trying to break even at some point

Also Sonoma Pharm. former Oculus Innov. are the only black sheep in my otherwise well doing portfolio.

Out of 12 only 2 investments are lagging far behind the rest.
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  #515  
Old 07.12.2020, 18:24
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Just got merely 100 shares long ago and keep them since 2015 trying to break even at some point
I suspect this may be a decent exit point.
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  #516  
Old 07.12.2020, 18:32
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Re: Stock investment poll

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I suspect this may be a decent exit point.
OK. Quite the opposite strategy usually brings the results. I will keep on gambling with it, as it’s not a fortune, and let’s see what it brings in few years time.
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  #517  
Old 08.12.2020, 14:17
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Re: Stock investment poll

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The market will always reach new peaks in the future
During my time in London my then boyfriend advised me to invest in Fundsmith.
He got that right at least.
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  #518  
Old 11.01.2021, 17:09
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Re: Stock investment poll

Today seems like the day to buy more positions in FB and TWTR. Let people protest and show dissatisfaction with media but at the end of the day everyone will enjoy using those two platforms.
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  #519  
Old 11.01.2021, 18:25
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Today seems like the day to buy more positions in FB and TWTR. Let people protest and show dissatisfaction with media but at the end of the day everyone will enjoy using those two platforms.
Not everyone. One person is definitely not using those platforms anymore

Anyway, how many shares have you bought?
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  #520  
Old 11.01.2021, 18:28
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Re: Stock investment poll

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Not everyone. One person is definitely not using those platforms anymore

Anyway, how many shares have you bought?
That’s the discussion for another thread with poll
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