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Strategies & Market Trends : Low Price/Cash Ratio Value Stocks

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To: Elroy who wrote (1894)	12/4/2023 1:08:07 PM
From: petal	Read Replies (1) of 1931

I think GOOG might turn out to be a relatively poor investment from here. GPT or similar "improved search" will kill the search part over time. Maybe GOOG will catch up in "AI search", maybe not. If not, perhaps YT can replace Google.com (like IG did/does FB), perhaps not. Maybe all will turn out fine and dandy. But at P/E 25, price risk is higher than at P/E 17 a year ago. And now there's real competition risk as well, for first time ever. It doesn't make sense to me that GOOG stock is up 50 % since the introduction of ChatGPT (even though the stock was to cheap before)... Re: QCOM – I think QCOM will probably be an OK investment from here, but not great. Their historical return hasn't been amazing enough to warrant P/E 20, it seems to me. (Hasn't outperformed the S&P last 15 years. AVGO on the other hand....)

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