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Thread: FANG

  1. #25

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    Default Re: FANG

    NYAD tells individual stock participation, not weighting. The top 500 weighted companies matter more to the NYSE than the other 2,000 or so.

    Example: Dow % weighting below. AAPL is almost 4x heavier than WMT.

    No. Stock % Weight
    in the
    Index
    Cum %
    1 Apple 11.13 11.13
    2 UnitedHealth Group 7.88 19.00
    3 Home Depot 6.78 25.78
    4 Goldman Sachs 5.17 30.95
    5 Microsoft 5.14 36.09
    6 McDonalds 5.04 41.13
    7 Visa A 4.86 45.98
    8 Boeing 4.43 50.41
    9 3M 3.98 54.40
    10 Johnson & Johnson 3.65 58.05

    Dow Jones Industrial Average (SM) Component Weights - indexArb.com

    RE: Children's laptop; not quite sure what that is, but ever try writing an essay or research paper on a cell phone/tablet? How about computer aided drafting? Don't be surprised when the laptop/computer market demand goes up due to demand from people learning or working from home. Some are crazy about name brands, I'm not. Those who must have that AAPL ecosystem at home are more likely to keep buying AAPL products.

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  3. #26

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    Default Re: FANG

    Quote Originally Posted by Bullitt View Post
    AAPL makes niche products - it makes no sense.
    Actually it does. It makes multiple niches for it's niche market products.

    1. It makes iPhones. And a large portion of current iPhone owners are about due for an upgrade. I know I've had my iphone 6 SE for a while. But the 5G version of iphone comes out in the fall. BIG expectations. And current iPhone sales were better than forcasted- so, hey, it's making money.

    2. Iwatches and wearables are selling better than expected.

    3. Ipads and small speciaisty computers are selling- better than expected.

    4. Apple is now making significant money (in the billions) on services- the month to month subscription products like music services. THAT is doing much better than forecast and growing at a brisk pace, even though the company has been around for a while.

    more:
    https://www.fool.com/investing/2020/...confidenc.aspx

    Whenever you have multiple streams of money coming in, ALL of them growing nicely, better than expected, then you can pretty much bank on better share prices ahead.
    Last edited by James48843; 08-11-2020 at 03:13 PM.

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  5. #27

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    Default Re: FANG

    Quote Originally Posted by James48843 View Post
    BIG expectations. And current iPhone sales were better than forcasted- so, hey, it's making money.

    Whenever you have multiple streams of money coming in, ALL of them growing nicely, better than expected, then you can pretty much bank on better share prices ahead.
    The bull case is always easy to see when you're a shareholder, but in the end, we're all Apple shareholders.

    Unfortunately those data points are already baked in. 5 year average PE: 16.94 / Current PE: 34.19. What happens if those numbers don't satisfy the street?


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  7. #28

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    Default Re: FANG

    Robinhood website crashed during the drop this week.

    Enticed by stock splits at Apple Inc. and Tesla Inc., demand from amateur equity enthusiasts was again thrust into plain view -- when their orders crashed discount-brokerage websites all over Wall Street. The wailing crush of buying added $200 billion to the market value of the two tech giants, extending mammoth runs.

    Now those gains are history, in one of the bigger spasms of the post-crisis recovery trade. A few days of gut-wrenching declines in Apple and Tesla were the harrowing welcome for anyone who bought in the split-induced frenzy -- a reminder that stocks donít always go up, to correct a favorite saying.
    https://www.bloomberg.com/news/artic...rader-faithful

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  9. #29

    Default Re: FANG

    Oh, so that's what a margin call is.
    Tom
    Market Commentary | My Blog | TSP Talk Plus | |

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

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  11. #30

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    Default Re: FANG

    Gonna add Microsoft and Tesla to FAANG and start calling it FAT MANG. Maybe it'll catch on

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  13. #31

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    Default Re: FANG

    NFLX hasn’t made a new high since July. MSFT and AMZN haven’t since September.

    Markets have still gone up since then.

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  15. #32

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    Default Re: FANG

    Quote Originally Posted by Bullitt View Post
    NFLX hasnít made a new high since July. MSFT and AMZN havenít since September.

    Markets have still gone up since then.
    Actually just made a video about the big tech stocks this morning. I call them FAMTANG now. FB AAPL MSFT TSLA AMZN NFLX GOOG.

    https://youtu.be/8lx65oqXLyM

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