The David Lin Report · Thursday, July 2, 2026
Chris Galipeau suggests that 'Mag 7' stocks are becoming attractive due to their valuations trading below their 10-year average. He notes that despite underperforming the S&P 500 over the past 16 months, these companies still offer solid earnings growth stories, and reduced stock prices also lower ownership risk.
“the Mag 7 basket on a forward multiple basis trading well below its 10 year meeting”
“now valuation doesn't mean the names need to go up But you've still got pretty good earnings growth stories there and the multiples are attractive”
“and I think people forget this that when stock prices have come down so is the risk in owning the stocks right”