View Poll Results: Which company? |
Amazon
|    | 45 | 30.20% |
Apple
|    | 33 | 22.15% |
Facebook
|    | 12 | 8.05% |
Google
|    | 59 | 39.60% |  | | | 
20.11.2020, 17:14
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| | Re: Stock investment poll | Quote: | |  | | | 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 | 
20.11.2020, 17:19
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| | Re: Stock investment poll | Quote: | |  | | | 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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20.11.2020, 17:40
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| | Re: Stock investment poll | Quote: | |  | | | 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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20.11.2020, 17:50
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| | Re: Stock investment poll | Quote: | |  | | | 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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20.11.2020, 19:18
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| | Re: Stock investment poll | Quote: | |  | | | if you want to analyse amazon, forget about profit metrics and look at cash. | | | | | Yes, that seems about right.
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05.12.2020, 17:16
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| | Re: Stock investment poll | Quote: | |  | | | 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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05.12.2020, 18:08
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| | Re: Stock investment poll | Quote: | |  | | | 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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05.12.2020, 18:52
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| | Re: Stock investment poll | Quote: | |  | | | 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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05.12.2020, 19:15
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| | Re: Stock investment poll | Quote: | |  | | | The market will always reach new peaks in the future | | | | | That
Seeing that I celebrated the DAX reaching 3000 (yes, I´m that old) | 
05.12.2020, 19:33
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| | Re: Stock investment poll | Quote: | |  | | | 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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06.12.2020, 11:59
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| | Re: Stock investment poll | Quote: | |  | | | 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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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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07.12.2020, 18:03
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| | Re: Stock investment poll | Quote: | |  | | | | | | | | 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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07.12.2020, 18:21
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| | Re: Stock investment poll | Quote: | |  | | | 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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07.12.2020, 18:24
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| | Re: Stock investment poll | Quote: | |  | | | 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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07.12.2020, 18:32
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| | Re: Stock investment poll | Quote: | |  | | | 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. | 
08.12.2020, 14:17
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| | Re: Stock investment poll | Quote: | |  | | | 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. | The following 2 users would like to thank Viclajina for this useful post: | | 
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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11.01.2021, 18:25
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| | Re: Stock investment poll | Quote: | |  | | | 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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11.01.2021, 18:28
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| | Re: Stock investment poll | Quote: | |  | | | 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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