Monday, November 6, 2023

The Cloud --- Motley Fool -- November 6, 2023

Locator: 45966TECH.  

Link here.

I always get a kick out of articles like these. Does it really matter which is best?  This is what I want to know

  • how big is the sector?
  • who are the major players?
  • what's thhe time line?

I've not read the article yet. Let's read it together, but first, how would you vote: MSFT, GOOG, or AMZN as an investment over the next ten years? 

My ranking:

  • MSFT
  • AMZN -- a distant second, see Barron’s. Retail sales slow: AWS rejuvenated.
  • GOOG -- a very distant third

So, what did Motley Fool say?

  • waffled: buy all three.
  • if push comes to shove, then MSFT.

Allocation: that part of your new investment money targeting the cloud --

  • MSFT: 50%
  • AMZN: 30%
  • GOOG: 25%

And be flexible. Be ready to increase your allocation to MSFT and drop GOOG.

***********************
Or You Could Invest in EVs



No comments:

Post a Comment

Note: Only a member of this blog may post a comment.