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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Shane M who wrote (44294)9/10/2011 12:25:37 AM
From: Jurgis Bekepuris  Read Replies (2) | Respond to of 78666
 
AAPL - I almost sold my few shares when Jobs left. I'm sure AAPL has enough momentum to barge for another 3-5 years, but in that time there will be another turning event and I'm not sure they will handle it well without Jobs.

INTC is a buy IMHO, but haven't added recently. They haven't fallen much either though.

MDF - not counting Medicare issues, are you not concerned about lack of operating cash flow? I guess it's due to Humana receivables, but still it's a bit disconcerting.