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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Spekulatius who wrote (70753)7/27/2022 12:18:07 AM
From: petal  Read Replies (2) | Respond to of 78652
 
Are you guys not worried that GOOG's profits (as those of MSFT and AAPL and the like) are temporarily elevated, (partly) because of pandemic effects?

Also, it seems to me that many (like EKS and myself) are now in the stock, after years of waiting/thinking that the stock was too expensive.

I don't like the hockey stick shape of those earnings...

But then again, MSFT's earnings have "hockey-sticked" since as far back as 2016! Maybe it can last. I just think that they hockey sticks of GOOG earnings, as of AAPL, coincide a little too much with the pandemic for me to be fully comfortable. And they're a little too exponential for my taste too.