AAPL - we seem to be thinking the same way Dennis.
I sold one of my good performing REITS today, LSE, and used the proceeds
to add more to AAPL.
I now have around 10.5 % of my portfolio in AAPL in this one acct.
I will add more on any drop.
We may see 350, but at some point, the massive cash hoard, and the company
likely increasing the dividend, and bringing out new products, will get everyone
hyped up again, and loving it.
I see AAPL as a huge value stock at this point, with eventual fair value back in the
600-800 range, but we may need to be patient this year, and even into and through
2014 to see that.
Long AAPL. |
