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


To: Spekulatius who wrote (46528)2/15/2012 12:17:39 AM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78774
 
If I had to short either FB or AAPL, I'd definitely short FB. If I had to go long FB or AAPL, I'd go long AAPL. Even at current price.

It's possible that my sale was wrong and AAPL will retain its mojo for 5+ years. I'd be surprised though.



To: Spekulatius who wrote (46528)2/15/2012 10:35:16 AM
From: Dan Meleney  Read Replies (1) | Respond to of 78774
 
AAPL - With their growth and potential growth (expanding markets in Asia), PE<15 and projected PE<11, I continue to hold a huge chunk of my portfolio here.