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Microsoft: The company has also seen its stock soar from $222 to nearly $400 per share. Carlson suggests that if Microsoft’s PE ratio continues to rise, it will still be a worthwhile investment. The company’s fundamentals remain robust due to its diverse product and revenue streams, making it a strong contender in the tech landscape.
Google: From a low of $86 per share, Google’s price has jumped to around $170, still reflecting a reasonable PE ratio of 18. Carlson cites its aggressive earning growth but notes a decrease in free cash flow yields due to heavy investments in AI. However, he maintains a bullish outlook on Google’s intrinsic value.