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Thread: FANG

  1. #13

    Default Re: FANG

    Quote Originally Posted by Bullitt View Post
    Chart below does not include MSFT.
    That would be MAGA, as Dan Nathan on CNBC calls it.

    Microsoft, Amazon, Google, and Apple.
    Tom
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  3. #14

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    Default Re: FANG

    For another perspective, here is a list of the biggest market cap companies publicly traded in America (not just S&P 500):

    Largest Market Caps.jpg

    Netflix is off the page in the ~25th range. Maybe we should replace them in the acronym with Microsoft... FAAMG? MAFANG? Add in Alibaba and get you some MAFANGA.

    Now here is a list of the mega caps (top 36 companies) sorted by the biggest gainers over the last year:

    Mega Cap Gainers.jpg

    So these are the guys pulling the market up lately. Outliers are the top 3 there clearly, TSLA PDD and NVDA. How do the MAFANGA stocks check in? They are all there in the top 15 shown, but more mixed in now. And it's almost entirely tech. The 2nd half of the list (not shown) is far more diversified, but looks like you'd be sitting somewhere around a 0-3% total return over the last year if you owned only them.

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  5. #15

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    Default Re: FANG

    Quote Originally Posted by tsptalk View Post
    That would be MAGA, as Dan Nathan on CNBC calls it.

    Microsoft, Amazon, Google, and Apple.
    I have Apple stock. Wish I had the other 3.
    May the force be with us.

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  7. #16

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    Default Re: FANG

    I remember thinking about buying MSFT around 2011 and then Windows 8, a disaster from even before release, was released in 2012. MSFT which seemed like a dead, bloated company that had been left behind just appeared even more lost. No dividend, no shareholder value for over 10 years prior. Then, a new CEO, Windows 10, a push that forced everyone to pay a monthly subscription vs 5 year license for Office and it's been nothing but fireworks and happiness starting around 2014.

    Would have been nice, but I don't lose sleep over it.

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  9. #17

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    Default Re: FANG

    I bought Apple yesterday.

    With my luck, that ought to be your sign to get out.

    I’m thinking the 5G launch of the iPhone is going to be bigger than expected, and they are making lots of money from every single segment they are in now.

    But since I bought some, who knows what it will do.


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  11. #18

    Default Re: FANG

    Quote Originally Posted by James48843 View Post
    I bought Apple yesterday.
    This guy is usually interesting, but quite bearish the majority of the time, so take it for what it;s worth...

    https://twitter.com/xtrends/status/1292872104304680961
    Tom
    Market Commentary | My Blog | TSP Talk Plus | |

    I am not a Registered Investment Advisor. Do your own due diligence.


  12.  
  13. #19

    Default Re: FANG

    Quote Originally Posted by James48843 View Post
    I bought Apple yesterday.

    Not worried you're buying into a tech bubble? Tech is outperforming energy by 78.2% for 12 months through July. With the FANG names carrying 23% percent of the S&P 500 weight it seems they have the greatest height to fall if the bulls lose their grip.

    But I guess if that risk wasn't their in the first place neither would be the potential gains.

    If there’s an ‘actionable bubble’ in the stock market, this might be it, says BTIG’s Emanuel
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    Disclaimer: This is not advice or a recommendation.

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  15. #20

    Default Re: FANG




    Holding AAPL in 2000 meant a devastating 75% plus haircut, but notice the price. Even if you held from the 2000 peak and took that loss, you'd be up 100X.

    Tom
    Market Commentary | My Blog | TSP Talk Plus | |

    I am not a Registered Investment Advisor. Do your own due diligence.

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  17. #21

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    Default Re: FANG

    Stock split makes the stock look 'cheaper'.

    The fact that it comprises so much of the S&P 500 is a WTF moment. AAPL makes niche products - it makes no sense.

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  19. #22

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    Default Re: FANG

    Quote Originally Posted by TommyIV View Post
    Not worried you're buying into a tech bubble?
    It wouldn't be my first choice for a laptop for my kids - there are plenty of refurbished ones to choose from on the market that are more than capable. .

    Don't be surprised if this 'home schooling' craze gives computer stocks another bid as parents have to buy their kids hardware for home use. You can't type an essay on a tablet or phone and one family laptop won't cut it when mom, dad or another sibling needs to use the thing.

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  21. #23

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    Default Re: FANG

    They aren't in the children laptop market. The iPhone is by far their biggest money maker.

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  23. #24

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    Default Re: FANG

    Quote Originally Posted by tsptalk View Post
    This guy is usually interesting, but quite bearish the majority of the time, so take it for what it;s worth...

    https://twitter.com/xtrends/status/1292872104304680961
    He says AAPL is holding the entire market up, but we see the NYAD breadth chart every day in Coolhand's account thread, and its currently posting new highs.

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