1G·

Mag-7: Forward P/E at the level of COVID-19 and the 2022 tech crisis

After the recent sell-off, the forward P/E of the Mag-7 stands at 21,7x and thus at the same level as in March 2020 (COVID-19) and January 2023 (tech crisis).

It will be exciting to see how the "E" in P/E will change in the coming months due to the current trade policy.

How low do they have to go for you to make them attractive?

7 Commenti

Saarastronaut@Watzeklicker

So at the moment, it will probably be difficult for companies to provide guidance for the year. No one really knows what impact all the tariffs will have and what else will happen. It will be interesting to see what companies say about the outlook when the first quarterly figures come out.

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The W.@thewolfofallstreetz

@Watzeklicker I'm with you - the uncertainty is so great that many companies will find it difficult to make an assessment. Nevertheless, these companies have proven so often that they can cope with any headwind.

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Tenbagger2024@Tenbagger2024

Nevertheless, I would still be cautious about buying in at the moment. If the EU imposes a digital tax, it could go down even further

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The W.@thewolfofallstreetz

@Tenbagger2024 Absolutely - I'm not saying you should shoot all your powder straight away, but now is the time to start buying. The tax is quite possible, but the US has the upper hand. The EU will think very carefully about whether it really wants to do this. In the end, the US will introduce the 10% tariffs. The % figures on Trump's slate are pure air and only serve as a bargaining tool. I think it's very unlikely that these figures will ever materialize and if they do, they will be off the table again in a few weeks/months. In the end, it's all about China, Canada, Mexico, the EU, Japan and Korea anyway. And there are already exceptions and the declared willingness of many countries to negotiate.

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batic420@batic420

17H

Good question,
I don't have a fixed price in mind at the moment. My strategy is to wait and see how the other party reacts before buying and to buy in tranches in order to push the buy-in down a little and at the same time not leave too much lying around, as the current discounts are more than tempting. 😎

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Michael K.@AlexisMachine

Hm...I would say another minus 50%.

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The W.@thewolfofallstreetz

@AlexisMachine Cool, then I'll buy all the way down.

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