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You're Valuing Stocks Wrong - Here's Why

The creator explains that a high PE ratio doesn't always mean a stock is expensive, especially for cyclical companies. The market is forward-looking and prices in future earnings growth, meaning PE ratios can be highest when times are worst and expected to improve. Caution is advised when using valuation ratios for cyclical companies, comparing them to growth stocks like Alphabet.

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GOOGNeutralLow ConvictionResearch Only

Alphabet's PE ratio is not directly comparable to cyclical stocks like CP Rail due to different valuation dynamics.

CPNeutralLow ConvictionResearch Only

CP Rail's PE ratio should not be directly compared to growth stocks like Alphabet due to differing business models and market expectations.

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