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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Donald Wennerstrom who wrote (82711)3/2/2019 8:25:59 PM
From: Kirk ©  Read Replies (1) | Respond to of 95432
 
Thanks for your great tables every week!

Would it be hard to add forward dividends and forward dividend rate to the tables and sort on that?

My theory now is many of my stocks are seeing much truncated lows due to the huge dividends they pay when earnings fall... They still have cash flow from all the per wafer service type charges...

We'd still have to figure out how to sort all this data (PE, PEG, dividends & price) with things like debt, interest rates and perhaps free cash flow but it is a start.

Right now, I go on noting what month is peak 5 yr earnings growth for LRCX and then watch for the trough... but these peaks and valleys seem to be coming after the turns as I'm not the only one who's noticed. That is I believe LRCX has bottomed and the fundamentals are only now starting to show why it bottomed at a much lower price.

Thanks