| | | Hmmm CSCO No 1? No 1 in what? Market Cap (so what)
Telecom high end routers. That's Juniper's main product.
It is very difficult to find a GARP stock growing w/ a growth rate higher than their PE (especially when you are only willing to pay 15x PE)
No, it's not.
GRVY. The PE (ex-cash) is either 1x or 2x, and at worst 3x. Growth is huge, so big I can't even guess the number. More than 10%!
See. Not hard at all.
SIMO's EPS will grow 200% in 2024 compared to 2023, probably more. It's coming out of a down cycle. EPS growth is going to be humongous.
But why pay 15x for the #2 company in a space with not much growth? It's NOT persuasive. It sounds like you discovered this stock last week, so you'll give it a try. Is that really all there is to investing?
Look at a 20 year chart for Juniper. It stinks!
Buy MCHP. It's probably 13x, and growing about 13% on average, something like that. When semis pick up in 2024, it will do better than JNPR, which (look at the 20 year chart!!) stinks. MCHP will grow for years and years and years and years, unlike JNPR, which (based on the 20 year chart) doesn't grow, at all. |
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