Ha! For me, both stocks are similar in that I can see them both selling at 50% higher in 24, maybe 36 months. For NWLIA the earnings seem steady and slow. For APM, the challenge for me is to: not succumb to the hype and hysteria on the APM thread, keep objective in focus, not analyze every couple point change in the stock,or worry about possible customer demand or technology(obsolescence) threat.
Also in both cases, fundamentals provide some comfort. BV for NWLIA; low pe and psr for APM (with an expectation that disk drives will continue to sell as more home computers are installed and more disk space required in homes/offices.)
Also, as you see from my other posts, I am buying these stocks as part of a portfolio, so I expect to have some winners and losers. No one should copy me or listen especially to me. I could say at this point to the thread: "do your own homework"; Ha! Saying that is not my style either. Let somebody else do the homework!! (It worked in high school, it'll work here -g-) There are some who do one heck of a good job- Jeff M., James C., Mike, others..... even that overly self-assured guy with his cockamayme letter and hype has had a coupla winners (MTY --- I can't believe it!) and Kaneb Svces --good idea in retrospect- I saw it but didn't buy :>( .
My issue, that I am working on, is that I don't seem to be as open as I'd like to the suggestions I get on the thread. On the one hand, I am sorry that I miss a lot of opportunities that I would have liked to have been able to recognize and gone into. On the other hand, there are great numbers of pitches that come over the plate (Buffett metaphor), so all I need to do is swing at the ones that do look good to me. Which I am doing. (Looking to get on base, not necessarily for a home run.) And I would like to believe others are doing something similar also... swinging at pitches that they think meet their skills and requirements. Paul |
