FAANG

Bullitt said:
MSFT, FB, GOOGL all looking strong here and ready to break higher.

AAPL, AMZN, NFLX bouncing for another run at highs.

With industrials and oil leading the past few months, I'd see this as massively bullish if FAANG stocks make new highs after a six month consolidation.
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I've kept a close eye on FB recently. Breakout above its wedge, should project well for a long 2021 hold. I will enter if it busts above its ATH over that 305 range.
 
MSFT, FB, GOOGL all looking strong here and ready to break higher.

AAPL, AMZN, NFLX bouncing for another run at highs.

With industrials and oil leading the past few months, I'd see this as massively bullish if FAANG stocks make new highs after a six month consolidation.
 
NFLX hasn’t made a new high since July. MSFT and AMZN haven’t since September.

Markets have still gone up since then.
 
Robinhood website crashed during the drop this week.

Enticed by stock splits at Apple Inc. and Tesla Inc., demand from amateur equity enthusiasts was again thrust into plain view -- when their orders crashed discount-brokerage websites all over Wall Street. The wailing crush of buying added $200 billion to the market value of the two tech giants, extending mammoth runs.

Now those gains are history, in one of the bigger spasms of the post-crisis recovery trade. A few days of gut-wrenching declines in Apple and Tesla were the harrowing welcome for anyone who bought in the split-induced frenzy -- a reminder that stocks don’t always go up, to correct a favorite saying.
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https://www.bloomberg.com/news/arti...as-a-long-time-coming-for-day-trader-faithful
 
James48843 said:
BIG expectations. And current iPhone sales were better than forcasted- so, hey, it's making money.

Whenever you have multiple streams of money coming in, ALL of them growing nicely, better than expected, then you can pretty much bank on better share prices ahead.
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The bull case is always easy to see when you're a shareholder, but in the end, we're all Apple shareholders.

Unfortunately those data points are already baked in. 5 year average PE: 16.94 / Current PE: 34.19. What happens if those numbers don't satisfy the street?
 
Bullitt said:
AAPL makes niche products - it makes no sense.
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Actually it does. It makes multiple niches for it's niche market products.

1. It makes iPhones. And a large portion of current iPhone owners are about due for an upgrade. I know I've had my iphone 6 SE for a while. But the 5G version of iphone comes out in the fall. BIG expectations. And current iPhone sales were better than forcasted- so, hey, it's making money.

2. Iwatches and wearables are selling better than expected.

3. Ipads and small speciaisty computers are selling- better than expected.

4. Apple is now making significant money (in the billions) on services- the month to month subscription products like music services. THAT is doing much better than forecast and growing at a brisk pace, even though the company has been around for a while.

more:
https://www.fool.com/investing/2020/08/06/3-robinhood-stocks-retirees-can-buy-with-confidenc.aspx

Whenever you have multiple streams of money coming in, ALL of them growing nicely, better than expected, then you can pretty much bank on better share prices ahead.
 
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NYAD tells individual stock participation, not weighting. The top 500 weighted companies matter more to the NYSE than the other 2,000 or so.

Example: Dow % weighting below. AAPL is almost 4x heavier than WMT.

No.% Weight
in the
Index
111.1311.13
27.8819.00
36.7825.78
45.1730.95
55.1436.09
65.0441.13
74.8645.98
84.4350.41
93.9854.40
103.6558.05

[TH="class: left"] Stock[/TH]

[TH="width: 60"]Cum %[/TH]

[TD="class: left"] Apple[/TD]

[TD="class: left"] UnitedHealth Group[/TD]

[TD="class: left"] Home Depot[/TD]

[TD="class: left"] Goldman Sachs[/TD]

[TD="class: left"] Microsoft[/TD]

[TD="class: left"] McDonalds[/TD]

[TD="class: left"] Visa A[/TD]

[TD="class: left"] Boeing[/TD]

[TD="class: left"] 3M[/TD]

[TD="class: left"] Johnson & Johnson[/TD]

Dow Jones Industrial Average (SM) Component Weights - indexArb.com

RE: Children's laptop; not quite sure what that is, but ever try writing an essay or research paper on a cell phone/tablet? How about computer aided drafting? Don't be surprised when the laptop/computer market demand goes up due to demand from people learning or working from home. Some are crazy about name brands, I'm not. Those who must have that AAPL ecosystem at home are more likely to keep buying AAPL products.
 
TommyIV said:
Not worried you're buying into a tech bubble?
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It wouldn't be my first choice for a laptop for my kids - there are plenty of refurbished ones to choose from on the market that are more than capable. .

Don't be surprised if this 'home schooling' craze gives computer stocks another bid as parents have to buy their kids hardware for home use. You can't type an essay on a tablet or phone and one family laptop won't cut it when mom, dad or another sibling needs to use the thing.
 
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Holding AAPL in 2000 meant a devastating 75% plus haircut, but notice the price. Even if you held from the 2000 peak and took that loss, you'd be up 100X. :eek:

081020c.gif
 
James48843 said:
I bought Apple yesterday.
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Not worried you're buying into a tech bubble? Tech is outperforming energy by 78.2% for 12 months through July. With the FANG names carrying 23% percent of the S&P 500 weight it seems they have the greatest height to fall if the bulls lose their grip.

But I guess if that risk wasn't their in the first place neither would be the potential gains.

If there’s an ‘actionable bubble’ in the stock market, this might be it, says BTIG’s Emanuel
 
I bought Apple yesterday.

With my luck, that ought to be your sign to get out.

I’m thinking the 5G launch of the iPhone is going to be bigger than expected, and they are making lots of money from every single segment they are in now.

But since I bought some, who knows what it will do.


Sent from my iPhone using TSP Talk Forums
 
I remember thinking about buying MSFT around 2011 and then Windows 8, a disaster from even before release, was released in 2012. MSFT which seemed like a dead, bloated company that had been left behind just appeared even more lost. No dividend, no shareholder value for over 10 years prior. Then, a new CEO, Windows 10, a push that forced everyone to pay a monthly subscription vs 5 year license for Office and it's been nothing but fireworks and happiness starting around 2014.

Would have been nice, but I don't lose sleep over it.
 
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