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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (51408)	4/24/2013 11:35:35 AM
From: AFed	2 Recommendations of 78673

(AAPL) The only 6.0x FCF, non-buggy whip stock I've ever seen people more bearish on is Wells Fargo in 1991, and that was levered 10:1. Time shall tell whether that's peak cash flow, but it's quite obvious the margin downshift is due to mix (4/4s growth internationally and iPad Mini globally) and revenue is due to the "lull before the storm" of new product unveilings in the Fall. Personally, it would be nice to see AAPL go below $300/sh, then the BoD could do a 4.0x levered recap issuing debt at 5%. Anyway, one can dream...

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