Growth at a reasonable price (GARP) is something that you may want to look at.
anywhere past the mid stage of a bull market that is hard to find. It’s a lot easier to find near the bottom of a Bear when everybody (including you) is consumed by fear.
Even after the recent decline (lots of volatility but price wise so far just a normal correction) I have trouble finding anything that I would call a “bargain”
Making the big assumption that this decline is just that, limited to may be 12% or so down, now is a reasonable time to buy. Of course it could be start of a bear and we are only a third of the way down. I bought a little NVDA pre earnings and a little TSLA post earnings, both close to their lows. But even then I hardly consider them to be anything but expensive. Just less expensive than they were.
The older this Bull gets the more I am concentrating into fewer stocks, the ones whose basic business is so great that they will be doing fine the other side of the inevitable recession.
My WAG, supported by only a few facts, this Bull Market is not over. Too much “Sturm und Drang,” too much drama and volatility. This is not the way bull markets usually end .