(07-13-2021, 10:17 AM)stockguru Wrote: PYPL – 63
SQ – 169
TXN – 26
CRM – 70
ADBE – 51
FB – 30
TTD – 180
NVDA – 52
NOW – 104
CRWD – 711
ETSY – 67
TTWO – 42
ENPH - 141
Some expensive names here. Gives you an idea that any hiccup with these names, and they will get punished. As of now I have no stocks with a PE over 30. That’s the way I’m playing the market going forward.
Thanks for posting, This info is very helpful. It's like what I have been saying. The tech names are all priced for perfection. The day will come when they will collapse. Like you I have been buying the value names. Investors don't know how to figure out future PE. Most see the oil names with negative earnings and say they are over valued. I have been adding to both CVX and EOG. Banks have come down as well and I'm looking at some of the those names as well. WFC comes to mind.