P/E ratio | E-Morning Coffee

Home: Welcome

My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.

tim@emorningcoffee.com

Mar 188 min read

Anti-obesity medications: part 3, valuations of LLY and NVO

This is the 3rd and final article focused on anti-obesity drugs. It looks at valuations of shares of the two giants in this biz, LLY & NVO.

tim@emorningcoffee.com

Jan 231 min read

Some investment "thoughts" to start off the new year

2023 was an amazing year for nearly all traditional asset classes around the world. Can this carry-on? This article covers my thoughts.

tim@emorningcoffee.com

Jul 26, 20226 min read

FAMAG earnings: investors on edge

This is a monumental week for earnings, with 167 S&P 500 companies – including all five FAMAG big tech companies – reporting results.

tim@emorningcoffee.com

Nov 8, 20218 min read

Enjoy these stocks if you own them; tread carefully if you don’t

This article looks at recent performance of and valuation metrics of the FAMAG stocks and four others: SHOP, NVDA, TSLA and NFLX.

tim@emorningcoffee.com

Jul 27, 20218 min read

How did we get here: US equities are expensive

Why are equities at historically high levels less than 1.5 years following a pandemic unlike anything experienced in 100 years?

Home: Blog2