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.
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 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.
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