איז עס צייט צו קויפן Netflix און אלפאבעט ווידער? עקספּערץ זאָגן געשלאגן טעק סטאַקס זענען ווערט פיעסעס

טאָפּלינע

The vicious tech sell-off this year has hit the once high-flying FAANG stocks (Meta, Apple, Amazon, Netflix and Alphabet) particularly hard, but also created a buying opportunity for investors looking to snap up shares of these Big Tech companies at more attractive valuations, several experts argue.

שליסל Facts

Tech stocks have been hard-hit this year as investors worry about the Federal Reserve raising interest rates: The tech-heavy Nasdaq Composite index געפאלן 4% on Tuesday, falling further into bear market territory and hitting its lowest level since 2020.

“We’re in a period where tech companies are being sold off and investors are nervous, so the downside is brutal, but that also creates an opportunity,” says Charles Lemonides, founder and chief investment officer of ValueWorks, adding, “it’s time to start building positions at the very least.”

A big earnings miss last week from Netflix, which said it פאַרפאַלן אבאנענטן for the first time in over a decade, as well as פעלנדיק רעזולטאַטן from Google-parent Alphabet on Tuesday, has added to recent uncertainty around Big Tech stocks.

Lemonides remains bullish, insisting that Netflix has “adapted to challenging moments before,” while investors “shouldn’t read too much into the choppiness” with Alphabet’s earnings miss, as both companies are “still putting up huge numbers.”

He says his firm is now looking at many of the other FAANG stocks in a similar way to Netflix after its big sell-off, calling it territory that deserves to be looked at more closely” amid the “huge volatility” in markets.”

Fundstrat Global Advisors’ founder and head of research, Tom Lee, similarly told CNBC that the FAANGs now look like value stocks, pointing out that they “are still going to grow double digits,” adding, “I don’t think there’s a lack of future growth catalysts.”

קריטיש ציטירן

“As you know investing isn’t really about trying to make money every month, but it is about trying to find the big swings and I think we’re at a point where it’s a big swing to own FAANG,” Lee said on Wednesday.

מאַנגל:

“Netflix is still a great growth company—you can complain about the lost subscribers, but it wasn’t a terrible quarter for them – revenue was up 10% from the previous quarter and margins were solid,” says Lemonides. He’s also optimistic about the company’s plans to offer a lower-priced subscription tier with advertising on its platform: “Tiered pricing is something that successful companies implement—everything from car companies to airlines.”

Further Reading:

אלפאבעט שאַרעס פאַלן נאָך קאָרטערלי פאַרדינסט אַנטדעקן סלאָוינג רעוועך גראָוט (פאָרבעס)

לאַגער מאַרק פֿאַרקויף האלט: דאַו פּלאַנדזשיז 800 פונקטן פאָרויס פון גרויס טעק פאַרדינסט (פאָרבעס)

Netflix פארלירט אבאנענטן פֿאַר די ערשטער מאָל אין צען יאָר, שאַרעס אַראָפּוואַרפן מיט 35% (פאָרבעס)

ריסעשאַן קאַללס וואַקסן ווי ינפלאַציע טרעטאַנז פֿירמע פאַרדינסט און רייזינג קאָס שלאָגן קאָנסומערס (פאָרבעס)

Source: https://www.forbes.com/sites/sergeiklebnikov/2022/04/27/is-it-time-to-buy-netflix-and-alphabet-again-experts-say-beaten-down-tech-stocks-are-value-plays/