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

To: bruwin who wrote (77877)	8/15/2025 7:49:01 AM
From: E_K_S	Read Replies (2) \| Respond to of 78507

Re: Applied Materials (AMAT) 162.31-25.93 (-13.77%) AMAT announced earnings which beat but forward guidance was lowers because of uncertainty due to tariffs. Time to do the Value Analysis as I may be adding a few shares but at/below $155/share. Looks like based on the sell off PE at 15x, the lowest in years. --------------------------------------------- AMAT selling at a significant discount like UNH but for different reasons. Taraff's management has little to no control over but company specific problems like UNH has, management (and/or new management) can fix.