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

To: Paul Senior who wrote (71208)	9/25/2022 2:48:25 PM
From: Eric Bramble	Read Replies (1) \| Respond to of 78659

Having read neither Apple or Google's annual report, I would feel more comfortable with Google. Apple feels too fadish and it seems they are trying to cater to the younger generation of customers. You personally may not want to buy $1,000 phones but I see so many kiddies with them - incentive for good behaviour I guess (or easier financing options)? But, Google is always there just lurking and waiting. The company makes little fuss and is accepted by everyone even with anti-trust threats. You don't need to be cool to use Google! Google is just Google.

To: Paul Senior who wrote (71208)	9/25/2022 3:52:34 PM
From: A1111	Respond to of 78659

I don't own AAPL, nor do I see myself own it anytime soon. But a good indicator of a buy price is Buffett's activities with AAPL. He reportedly bought at $136 in Q2 13F filings. Not the best way to figure AAPL's worth, but you get a good idea.

To: Paul Senior who wrote (71208)	9/25/2022 3:53:03 PM
From: Spekulatius	Respond to of 78659

I don’t own Apple., but I do not consider the stock attractively priced. GOOGL is and I am recent buyer. At some point, Apple is going to run into antitrust issues, Imo. It will be downhill from there.

To: Paul Senior who wrote (71208)	9/25/2022 4:05:40 PM
From: A1111	1 Recommendation Recommended By sjemmeri Respond to of 78659

With the revenue growth, AAPL advertises as simplistic to gain customers with no tech knowledge (majority of the population). A lot of people just buy for the brand because they know it will be good and last a long time. Unlike Samsung, for example, which really has to innovate. Additionally, AAPL has a strong ecosystem where customers are essentially forced to buy other AAPL products. It's less convenient to buy a windows laptop with an iphone than it is with an iphone and a mac.

To: Paul Senior who wrote (71208)	9/25/2022 4:46:03 PM
From: bruwin	1 Recommendation Recommended By apatel1 Respond to of 78659

AAPL vs GOOG. Apple :- GOOGLE :- In terms of their current Financials there's not that much to choose from between these two companies. AAPL has a greater ROE%, but GOOGLE's Gross Margin is larger. Their Bottom Line percentages are virtually identical. AAPL pays a slight dividend whereas GOOG doesn't. So GOOGLE's Net Bottom Line carry over to its Balance Sheet should be of slightly greater relative "benefit" than that of APPLE's ..... In terms of Buffett's "Equity Bond" price criteria it seems that GOOGLE is a better buy at $99 than is APPLE at $150.