Apple was one of those companies that I never bought because I’m always waiting for it to come down in price and meet my value criteria. With big tech being overvalued right now, it definitely wasn’t a time for me to finally buy, was it? Well, it was.
On this episode of the build invest live podcast we’re going to walk through my thought process on buying Apple at the top and why I think the biggest company in the US is still going to be a long-term winner even at these prices. Also, we’ll go through some earnings results on companies in my dividend growth portfolio, and take a look at how it’s performing overall.
00:00-I bought Apple stock at the top
01:22-Why I sold Waste Management for Apple
02:21-AAPL Valuation
03:19-The 3 main reasons I like AAPL even at these prices
04:26-Apple’s advantage with AI
06:17-Earnings recap: McDonald’s (MCD)
07:18-What I like about MCD going forward
08:29-Earnings recap: Valero (VLO)
10:21-Portfolio update
