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Strategies & Market Trends : Value Investing

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To: Elroy who wrote (74785)	1/6/2024 10:38:03 AM
From: Harshu Vyas	Read Replies (1) of 78478

I think patience now, as an investor, is the best option unless you're very confident the "growth" premium is worth paying. Dell trades at about 14x average earnings and about 9x adjusted free cash flow. Compared to "other" tech companies operating in similar fields, they're "cheap" but compared to all of my other picks, they're damn expensive. The "Michael Dell" premium is also worth considering but that's a separate factor. Hence, I think it's a calculated risk worth taking. If Dell shares were to halve, I'd be delighted. I can't say that honestly for every stocks I like, though. (Cyclicals are the obvious bunch.)

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