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


To: AFed who wrote (51341)4/17/2013 9:28:26 PM
From: Spekulatius  Read Replies (2) | Respond to of 78467
 
Re AAPL. - I think they lost the lead in the phone market to Samsung recently. I see indications in my circle of friends and acquaintances, as I know many who switched.

My brother in law told me that he went to Hongkong (where many folks tend to have the newest gadgets) and barely anybody seems to have Iphone's any more. In a nutshell, I think AAPL lost their product mojo, at least in the cellphone segment (which is all that matters, since it generates 70% of the profits)

Since you believe that AAPL is a great bargain, what is your earnings projection for 2013. I have seen credible estimates in the 35$/share range, which makes it a so so value, imo. The retail analyst estimates are probably garbage at this point.