RickPANDA
07-27

PCT: Which Mag 7 To Buy This Earning Season v1.0 :

PCT = Pandas Coffee Talk.

Screenshot 1: Seeking Alpha: 1Y Total Returns.

Buy$Meta Platforms, Inc.(META)$ Bullish .

Buy$NVIDIA(NVDA)$  .

Screenshot 2: Seeking Alpha: 1M Total Returns.

Buy$Alphabet(GOOGL)$  

Buy$NVIDIA(NVDA)$  

YTD% of Mag 7:

AAPL = -14.59%. She is hit hard by China tariffs.

MSFT = +21.88%. Steady growth.

NVDA = +29.22%. Biggest market cap.

META = +21.72%. Uptrend.

AMZN = +5.4%. Waiting for Christmas Rally.

GOOGL = =-2.29%. Cheapest PE ratio.

Based on YTD%.

Buy$NVIDIA(NVDA)$  

Buy MSFT.

Buy META.

Since average daily return of Mag 7 = +0.14%.

Average monthly return of Mag 7 = +2.98%.

It is logically to buy all Mag 7 to average out. Some may say buy MAG7 which is a Mag 7 ETF. But do you know MAG7 is not a pure Mag 7 play. But mix with a lots of treasury instruments.

So how? Have you consider Tiger Brokers fractional shares. Everyone can spare 70USD. Why not buy 10USD each of Mag 7.

PEG 5 yr:

AAPL = 1.99 .

MSFT = 2.40 .

NVDA = 1.68 .

META = 2.35 .

GOOGL = 1.45 .

AMZN = 2.78 .

TSLA = 5.58 .

FYI For Your Info PEG 5 year = PE ratio divide by growth rate of 5 year.

So higher the price higher the PEG 5 year.

Higher the growth lower the PEG 5 year.

Above PEG 5 year. Show you should not buyTSLA which is PEG 5 years highest at 5.58 .

The cheapest is GOOGL at 1.45 . And NVDA at 1.68 .

Price/Sales:

AAPL = 8.12 .

MSFT = 14.21 .

NVDA = 28.90 .

META = 10.90 .

GOOGL = 6.41 .

AMZN = 3.83 .

TSLA = 11.99 .

Price/Sales of TSLA 11.99 mean her price is about 12 times of sales = very expensive.

Based on Price/Sales.

Buy AMZN 3.83 which is due for Christmas Rally.

Market Cap / Enterprise Value:

AAPL = 3.19T / 3.24T. Below book value.

MSFT = 3.82T / 3.80T. Above book value.

NVDA = 4.23T / 4.19T. Above book value.

META = 1.79T / 1.77T. Above book value.

AMZN = 2.46T / 2.50T. Below book value.

TSLA = 1.02T / 0.995T. Above book value.

Based on Market Cap / Enterprise Value.

Buy AAPL.

Buy AMZN.

So which Mag 7 to buy.

Like I say. One way is. Let's say you have 1000USD to allocate to Mag 7. Because Tiger Brokers can fractional shares. Why not buy 1000/7 of each Mag 7 with fractional shares.

Profit Turnaround+High Growth! Hidden Gems of Earnings Season?
This earnings season is nearing its end — which companies beat expectations or turned profitable, and which ones deserve more attention? During past turnarounds, many growth stocks achieved outsized gains. High-growth companies that turned profitable include DASH, OKTA, NTNX, TMDX, TOST, and RELY. In addition, Chinese ADRs this season should not be overlooked. Niu Technologies turned profitable in Q2, with its stock surging over 30%. Bilibili profit turned around, but shares fell 6% yesterday. Miniso's TOP TOY Revenue +73% and Jumped 6% on Earnings, continued to surge.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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