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

To: tsigprofit who wrote (50677)	1/26/2013 12:50:23 PM
From: Spekulatius	3 Recommendations Read Replies (2) \| Respond to of 78519

AAPL - I am getting interested too, that is why I analyzed the stock. If you calculate the numbers (as they stand now) on an Enterprise adjusted basis (to account for the cash or debt in case of HPQ) it is cheaper than HPQ and about on par with DELL in terms of valuation. AAPL in fact starts to be valued like a stock, which does not grow anymore. I am watching this closely my value for an entry point would be around 420$. That is about where the last big rally started.

To: tsigprofit who wrote (50677)	1/26/2013 10:59:58 PM
From: Mr.Gogo	2 Recommendations Read Replies (2) \| Respond to of 78519

Guys, there is a reason why Warren Buffet didn't invest in tech stocks. They are very difficult to predict. If Apple doesn't find a person to keep innovating, they are toast. They don't have the moat of IBM or Intel or SAP. They made a bigger store in the mall and I happened to walk with my mom. She asked me, why are all those people dressed in blue. There were 5 customers and 15 employees. I have never seen it like that. I agree that the valuation is cheaper than 2009, but in that same year they had Steve and they were about to come up with so much new stuff... As in nature, you cannot rely on beauty for too long...