Ddazes
2021-05-26
Come on!
Apple and the Rest of Big Tech Might Be Ready to Rally. Here’s Why.
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Here’s Why.","url":"https://stock-news.laohu8.com/highlight/detail?id=1168254859","media":"Barrons","summary":"Big tech has been downright disappointing this year for investors used to big gains from their stock","content":"<p>Big tech has been downright disappointing this year for investors used to big gains from their stocks. They might also be worth buying right now. The reason: They offer strong growth prospects at reasonable prices.</p>\n<p>The FAANGM group—Facebook (FB), Apple (AAPL), Amazon.com (AMZN), Netflix (NFLX), Alphabet (GOOGL), and Microsoft (MSFT)— isn’t very expensive right now. The median forward earnings multiple is just under 30 times, according to FactSet data, above the S&P 500’s average multiple of 21.5, but the group has traded at a far higher premium to theS&P 500in the past. “Considering the pace at which AAPL/AMZN/NFLX/GOOGL and MSFT are growing earnings and the long-term prospects for these companies,” valuations are reasonable, writes Tom Essaye, founder of Sevens Report Research. These names “could be considered “GARP,” which stands for “Growth At Reasonable Price,” says Essaye, who favors these stocks over the less profitable, smaller capitalization names.</p>\n<p>Reasonable valuations mean earnings growth can take the older tech names higher. Expected earnings growth for 2022 in the FAANGM group, which the market will be pricing in by the end of the year, can provide at least acceptable returns. Facebook’s earnings, for example, are expected to grow 17%, while Amazon’s are expected at 30%. That compares to just 12% for the S&P 500.</p>\n<p>Does that mean the value rally will fizzle out? No, just that investors who don’t want to put all their eggs in one basket can find opportunity in big tech. Value stocks, which don’t have the same secular growth prospects but are sensitive to changes in the economy, have had a strong run. The Vanguard S&P 500 Value Index Fund ETF(VOOV) has outpaced the broader index by about 8 percentage points since the end of September, the start of a larger rally in economically-sensitive assets. As the economy keeps rebounding, value stocks could continue their run, but FAANGM stocks could act as protection against that outcome. And even if value keeps outperforming, FAANGM could still keep pace, Essaye notes.</p>\n<p>And that should be good enough.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple and the Rest of Big Tech Might Be Ready to Rally. 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Here’s Why.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-26 14:22 GMT+8 <a href=https://www.barrons.com/articles/apple-and-the-rest-of-big-tech-might-be-ready-to-rally-heres-why-51621965297?mod=hp_DAY_Theme_1_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Big tech has been downright disappointing this year for investors used to big gains from their stocks. They might also be worth buying right now. The reason: They offer strong growth prospects at ...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-and-the-rest-of-big-tech-might-be-ready-to-rally-heres-why-51621965297?mod=hp_DAY_Theme_1_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","AAPL":"苹果","AMZN":"亚马逊","NFLX":"奈飞","GOOGL":"谷歌A"},"source_url":"https://www.barrons.com/articles/apple-and-the-rest-of-big-tech-might-be-ready-to-rally-heres-why-51621965297?mod=hp_DAY_Theme_1_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168254859","content_text":"Big tech has been downright disappointing this year for investors used to big gains from their stocks. They might also be worth buying right now. The reason: They offer strong growth prospects at reasonable prices.\nThe FAANGM group—Facebook (FB), Apple (AAPL), Amazon.com (AMZN), Netflix (NFLX), Alphabet (GOOGL), and Microsoft (MSFT)— isn’t very expensive right now. The median forward earnings multiple is just under 30 times, according to FactSet data, above the S&P 500’s average multiple of 21.5, but the group has traded at a far higher premium to theS&P 500in the past. “Considering the pace at which AAPL/AMZN/NFLX/GOOGL and MSFT are growing earnings and the long-term prospects for these companies,” valuations are reasonable, writes Tom Essaye, founder of Sevens Report Research. These names “could be considered “GARP,” which stands for “Growth At Reasonable Price,” says Essaye, who favors these stocks over the less profitable, smaller capitalization names.\nReasonable valuations mean earnings growth can take the older tech names higher. Expected earnings growth for 2022 in the FAANGM group, which the market will be pricing in by the end of the year, can provide at least acceptable returns. Facebook’s earnings, for example, are expected to grow 17%, while Amazon’s are expected at 30%. That compares to just 12% for the S&P 500.\nDoes that mean the value rally will fizzle out? No, just that investors who don’t want to put all their eggs in one basket can find opportunity in big tech. Value stocks, which don’t have the same secular growth prospects but are sensitive to changes in the economy, have had a strong run. The Vanguard S&P 500 Value Index Fund ETF(VOOV) has outpaced the broader index by about 8 percentage points since the end of September, the start of a larger rally in economically-sensitive assets. As the economy keeps rebounding, value stocks could continue their run, but FAANGM stocks could act as protection against that outcome. And even if value keeps outperforming, FAANGM could still keep pace, Essaye notes.\nAnd that should be good enough.","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":7,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/136506634"}
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