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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) |
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