024 - Trimming Apple... Again Yield on Cost Podcast
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- Business
Why we trimmed Apple for a second time this year. How the short-term exuberance in tech stocks and specifically Apple went too far too quickly. How that was reflected in Apple's current P/E ratio. Glenn breaks down what price or P/E ratio we would be willing to pay given Apple's expected earnings growth and its return on invested capital (ROIC).
This episode is based on the client letter sent out Wednesday, September 2, 2020. You can download the original letter below.
Download Original Client Letter
Trimming Apple, Again.
Links
King Apple
Subscribe
Join our email newsletter list
AMM Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
Wisdom on Value Investing
Fact Sheet
The AMM Dividend Growth Strategy Q2 2020 Fact Sheet
Learn more about American Money Management, LLC.
www.amminvest.com
Contact Glenn Busch
email: gbusch@amminvest.com
phone: Schedule a call with Glenn
Why we trimmed Apple for a second time this year. How the short-term exuberance in tech stocks and specifically Apple went too far too quickly. How that was reflected in Apple's current P/E ratio. Glenn breaks down what price or P/E ratio we would be willing to pay given Apple's expected earnings growth and its return on invested capital (ROIC).
This episode is based on the client letter sent out Wednesday, September 2, 2020. You can download the original letter below.
Download Original Client Letter
Trimming Apple, Again.
Links
King Apple
Subscribe
Join our email newsletter list
AMM Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
Wisdom on Value Investing
Fact Sheet
The AMM Dividend Growth Strategy Q2 2020 Fact Sheet
Learn more about American Money Management, LLC.
www.amminvest.com
Contact Glenn Busch
email: gbusch@amminvest.com
phone: Schedule a call with Glenn
10 min