Just for fun and education let’s look at the mega-caps. In a perfect world none of these stocks would be in my model portfolio, but let’s check to be sure. I guess Intel (INTC) - $28 is the obvious “king of the hill” selling for book value and a 5% yield. Maybe this is a “value trap”, but I am attracted by the valuation. A good friend recommended this stock to me in 1984, so I have always followed its prospects. I think I know enough of the long-term story to own the stock, but it just might be too complex. Let’s compared INTC to 9 other mega-caps.
Mega-Caps
Mega-Caps
Mega-Caps
Just for fun and education let’s look at the mega-caps. In a perfect world none of these stocks would be in my model portfolio, but let’s check to be sure. I guess Intel (INTC) - $28 is the obvious “king of the hill” selling for book value and a 5% yield. Maybe this is a “value trap”, but I am attracted by the valuation. A good friend recommended this stock to me in 1984, so I have always followed its prospects. I think I know enough of the long-term story to own the stock, but it just might be too complex. Let’s compared INTC to 9 other mega-caps.