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


To: Mattyice who wrote (46633)2/16/2012 2:38:56 PM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78782
 
I am not an AAPL bull. However, people who call it overvalued bubble don't have a clue either. Look at the E/EV or even just plain P/E. Look at the growth. ROE. Any cash flow metric really. None of them are overvalued even if the growth stops.

The only big risk with AAPL is a nosedive in phone sales. If the trendy public moves to something new, AAPL could get hurt really fast.

The still big opportunity for AAPL is capturing any percentage of the remaining 80% (?) Windows PC market. If AAPL manages to move to 30-40% PC market share, the current valuation is way low.



To: Mattyice who wrote (46633)2/16/2012 3:03:59 PM
From: Paul Senior  Read Replies (1) | Respond to of 78782
 
AAPL/VZ. I'm one who's also caught up in the euphoria. Considering to adding here for a trading position. Tempting.

I do not understand why my local Verizon Wireless store is crowded with shoppers the couple of times I passed by it. (mid-day yesterday and Sun. evening). Apple product purchases?

At this point I'll go for some VZ shares. (In for a starter position now.)



To: Mattyice who wrote (46633)2/16/2012 9:57:39 PM
From: Mr.Gogo  Respond to of 78782
 
Forgot the most important - no Jobs...