Thanks, Goldman, but I’d rather own these 1,000 stocks than the Magnificent Seven

Which would you rather own: The 1,000 small and mid-sized U.S. companies that make up the S&P 1000 index, or the so-called “Magnificent Seven” big tech giants?

That has slashed their stocks from 34 times forecast earnings at the start of August to a bargain basement 27 times today.Goldman points out that the Mag Seven look cheap compared to their “long-term earnings growth rate,” which Wall Street pegs at 20%.The long-term investment return of U.S. stocks has averaged around 5% a year plus inflation.

By my math, within three years the Mag 7 would account for more than a third of the entire value of all U.S. listed companies. Within 7 years they would account for more than half.Microsoft stock currently trades at ten times the next twelve months’ expected sales. Forget earnings. For Nvidia, the chipmaker enjoying big AI-related demand, the figure is 14 times.

日本 最新ニュース, 日本 見出し

Similar News:他のニュース ソースから収集した、これに似たニュース記事を読むこともできます。

Magnificent Seven tech stocks haven't been this cheap in six years, Goldman Sachs strategists sayThe top megacap stocks haven't been this cheap in six years.
ソース: MarketWatch - 🏆 3. / 97 続きを読む »

Strong earnings will reverse decline in megacap tech stocks: Goldman Sachs By ReutersStrong earnings will reverse decline in megacap tech stocks: Goldman Sachs
ソース: Investingcom - 🏆 450. / 53 続きを読む »

Goldman says interest rate expense is biggest threat to profitability, but these stocks are immuneThe higher-for-longer interest rate regime poses a direct threat to company profitability, but some stocks are a lot less vulnerable, according to Goldman.
ソース: CNBC - 🏆 12. / 72 続きを読む »