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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (56781)2/1/2016 5:44:00 PM
From: Graham Osborn  Read Replies (1) of 78758
 
My screener says that AAPL is only 7% cash/ cap. Cash of 16B vs LT debt of 53B. Whatever the case this is basically a low PE cyclical. Deploying their cash strategically will not work right now because the only assets of sufficient size they can buy are overvalued as well. That is especially true of media companies and DIS. Assuming acquisition pressure, a dollar in my bank account is worth more than a dollar in AAPL's (not always the case). I notice they stopped growing their tangible book in 2012 after steady growth since 2000 at least. I think APPL has seen its best days..
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