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Strategies & Market Trends : Value Investing
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To: petal who wrote (78219)10/8/2025 10:20:15 AM
From: Madharry  Read Replies (1) of 78464
 
I made the same mistake with META , in my case I listened to the wrong talking heads. But I will say the share structure with META always irritated me.

Seems like all my high distribution dividend paying stocks have taken hits in the past week for unfathomable reasons. I am particularly surprised that ET would drop , since they are a clear beneficiary of increased power demand, but I am planning to hold all my income producing and energy names. I purchased ET when covid hit. annual Distributions are now 20% of my original purchase ,

I was surprised that Dell did not shoot up more yesterday with the investor day news. they almost doubled their projected annual earnings growth to 15%, which I think would compel a rerating of the pe ratio I am guessing to around 20. With projected pes under 20 I dont see MU or Dell overpriced here.
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