ASML, despite a high PE, is considered a strong buy due to its unique moat and predictable cash flows, justifying its premium valuation.
Source Post
I Just Bought 2 Undervalued Dividend Growth Stocks!
Sep 9, 2026
The creator discusses the strong market performance over the past four years and their personal dividend growth portfolio strategy. They highlight Broadcom (AVGO) as a recent addition, noting its strong historical performance but also suggesting its valuation remains reasonable despite significant gains, supported by business quality, growth, and dividend increases.
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Broadcom (AVGO) is a recent addition to the creator's portfolio, with the creator believing its valuation remains reasonable despite significant past gains.
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Tracked calls opened from this post
ASMLbuy opened Sep 9, 2026
-5.43%