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Strategies & Market Trends : Value Investing
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To: bruwin who wrote (77884)8/17/2025 11:48:22 AM
From: E_K_S  Read Replies (1) of 78471
 
Re: AMAT

Would be interesting to look at the Value proposition for AMAT after earnings and their lower guidance. I may add if this trades back to the $155/share area. Stock still + 15% YTD even AFTER the -13% sell off. PE & margins look good but future growth may be slower especially China sales.

Syill like this as a VALUE GARP stock.
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