There are always great investing opportunities to be found in the financial markets for those able to look through the noise. Let me introduce you to three today!
AMD is a bargain if they pull off that growth. ADBE could be a 10-15% total return stock if the management keeps buying more stock aggressively and growth holds up. PEP can be 9-12% return stock if it reverts to its historical valuation of around 21 PE.
Wow, a really great post. Really straightforward, helpful and insightful. I like your thinking and analysis on all of these. And question - AMD's forward p/e is at 23x but yahoo puts its current, or 12-month trailing, at over 100. I'm guessing this is a dumb question, but why the discrepancy? Thanks for any help here.
Thank you very much, Joel. I appreciate the kind words!
As for the Yahoo P/E, this is TTM, and AMD is rapidly recovering its earnings after a cyclical dip over the last two years. As a result, TTM earnings aren't great, leading to a very high P/E, which is not quite relevant. The focus should be on forward earnings.
AMD is a bargain if they pull off that growth. ADBE could be a 10-15% total return stock if the management keeps buying more stock aggressively and growth holds up. PEP can be 9-12% return stock if it reverts to its historical valuation of around 21 PE.
What are the chances Adobe to buy Canva?
Highly unlikely. It will never be approved by regulators, and Adobe knows this.
Your writing is both informative and relatable. It’s clear you put a lot of thought into each piece, and it shows. I subbed
Thank you very much for the kind words! I am glad to hear you find some value in my work.
Thank you so much, i gave you a dm, i really need some help. Let's connect!!!
Adobe looks great now.
It does!
Why is the picture saying “Bargain rarar” instead of “Bargain radar”?
haha, that's a very good question. Rushed into the picture. It has been changed now. You can see AI isn't quite that reliable 🤣 (Adobe is)
Wow, a really great post. Really straightforward, helpful and insightful. I like your thinking and analysis on all of these. And question - AMD's forward p/e is at 23x but yahoo puts its current, or 12-month trailing, at over 100. I'm guessing this is a dumb question, but why the discrepancy? Thanks for any help here.
Thank you very much, Joel. I appreciate the kind words!
As for the Yahoo P/E, this is TTM, and AMD is rapidly recovering its earnings after a cyclical dip over the last two years. As a result, TTM earnings aren't great, leading to a very high P/E, which is not quite relevant. The focus should be on forward earnings.
Thank you very much!