Re: Headlines keep screaming about “only 5-6 companies the whole market”
The leaders are incredible franchises.
Top5 with $500 billion in cash.
Do not see this as a bubble at all in light of that.
Of the low PE firms you listed INTC is the only one I follow and they are struggling and slashed their previously sacrosant dividend.
Cheap for a reason?
AAPL—MSFT—GOOG—FB—AMZN “expensive” for a very good reason.(s)