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Strategies & Market Trends : Value Investing

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To: Mattyice who wrote (46633)	2/16/2012 2:38:56 PM
From: Jurgis Bekepuris	Read Replies (1) of 78783

I am not an AAPL bull. However, people who call it overvalued bubble don't have a clue either. Look at the E/EV or even just plain P/E. Look at the growth. ROE. Any cash flow metric really. None of them are overvalued even if the growth stops. The only big risk with AAPL is a nosedive in phone sales. If the trendy public moves to something new, AAPL could get hurt really fast. The still big opportunity for AAPL is capturing any percentage of the remaining 80% (?) Windows PC market. If AAPL manages to move to 30-40% PC market share, the current valuation is way low.

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