I don’t think that’s quite right. I think that there might be value there, just nobody’s in a position to see it.
I also don’t think you pay a premium for Intel at the moment, but nobody seems to want to buy that lol
You’ve had some great feedback…I’m only adding to quickly say this
Some of these folks leaving feedback for you have been absolutely amazing for me on my journey into this “portfolio building world”.
Loads of knowledge, like bucket loads. Really informative and super super helpful.
The platform is great but these dedicated users along with all the important critique has been A*. Never judging but always there to help steer you in a direction you may not have known.
It’s taking their knowledge and researching myself that’s got me where I am now. I’d save this thread if I was you as I use my own portfolio building thread a lot to look back on wise words.
Good luck with your investments.
Got my hopes up too I was frantically searching for it
True, but I don’t like the fact that its projected growth is at speed of snail. AVGO has much better growth, if there wasn’t for covid19, we would very likely witness M&A , one of their prime target pre covid was ServiceNow…
After Brocade, CA Technologies, Symantec, with ServiceNow product portfolio, it would be powerhouse vendor for enterprise software.
Just a quick note to say thanks to everyone whose given input so far. I’m not ignoring you by not replying individually but have been busy squaring things away as I’m about to go see my boyfriend for the first time in four months tomorow. I’ll reply to everyone as I get chance over the next few days.
For those asking about the graph, as I said elsewhere is it a custom graph made using the “my stocks portfolio” app on Android
I’ve been using that app for almost a year and only just worked out how to see the chart and update it with tags, thanks for showing it
Got it few months back together with TSM… good growth, good dividends
Vedran, Laguiar and others, Broadcom (AVGO) has a P/E of 40, why do you think it is fair-priced?
I understand that it has a software side, but for a Semi-conductors company that would be very high.
I can understand Intel with a P/E of 12.
I personally look at more metrics, like PEG rating.
Then P/OE, P/FCF, P/OCF. Based on those averages I calculate Fair Value.
Anyway I work in the sector, so I know first hand the strategy. Thus I am pretty confident in this company going forward.
Just for comparison AAPL has 2.38 PEG ratio, AMZN has 0.97 PEG, MSFT has 2.15, while AVGO has 1.11 , over 1 is overvalued, under 1 is a "bargain " according to Peter Lynch…
So by PEG, MSFT and AAPL are currently 100% overvalued.
But this just one of metrics to consider.
What website do you use to find these metrics?
Amazon undervalued! Buy buy buy!
Mostly from:
Plus SeekingAlpha: Marketplace - Dividend Kings subscriber