Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 191.72

+0.2%

Dec 26 9:30 AM EST

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To: Elroy who wrote (17566)	12/9/2023 4:00:10 PM
From: y2kate	Read Replies (1) of 26869

This article says 22 trailing p/e and only 7 forward p/e, so not sure which numbers are more reliable: fool.com You make some good points. So you don't think it has much of a moat? I don't know enough about their tech to know if they have something unique and proprietary or if they're just ahead of a game a lot of people can play at the moment. So, I fall back on the valuation to justify my pick. And, I'm putting a lot of stock into their close relationship with Nvidia, which presumably gives them a leg up on all the others in terms of creating servers for their latest and greatest GPUs. Nvidia's dominance isn't going anywhere anytime soon. Sorry, by R2K I meant the Russell 2000. $IWM.

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