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Strategies & Market Trends : Fundamental Value Investing

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To: bruwin who wrote (1806)	7/10/2012 9:51:42 PM
From: Shane M	2 Recommendations Read Replies (1) of 4719

Hi bruwin, I don't know if the companies I'm attracted to would be liked by many value investors and I might get laughed off stage for this suggestion, but my largest position currently is AAPL so I'd have to nominate it if it qualifies. It's in my portfolio based on both my Buffettology valuation worksheet modeling as well as my Joel Greenblatt inspired approach. Of course a company is more than the numbers, but I think there should be alot attractive in AAPL to recommend it to Buffet-type investors who approach the company as a powerful brand with pricing power. The requirement of sustained innovation is the scarier part of the investment (I'm not sure of much of anything anymore in tech 10 yrs out), but if you're going to need sustained innovation to survive AAPL has shown ability to do so. Feel free to reject this one if it doesn't fit the profile you're looking for though.

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