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2 'Must-Buy' Growth Stocks In Today's Expensive Market
ASMLASML Holding(ASML) Seeking Alpha·2025-02-16 14:15

Group 1 - Goldman Sachs' analysis indicates that the US market, excluding tech firms, is priced at 19.3x P/E, suggesting historically high valuations across various perspectives [1] - The analysis emphasizes that regardless of the viewpoint, the US stock market valuations remain elevated [1] Group 2 - The focus on building a market-beating portfolio includes targeting blue-chip companies with competitive advantages and attractive valuations in the US and European markets [2] - The strategy prioritizes strong capital appreciation and aggressive dividend growth, emphasizing the importance of free cash flow over mere yield chasing [2]