Arsuron Papartassee

Stocks on My Watchlist: Apple, Google, Cardinal Health

archangelms:
It's true Google trades at lower P/E than Amazon and Yahoo. I stated clearly that I see Google as a proxy for corporate spending on advertising. I don't view Amazon and Yahoo as such. I don't feel jealous of anyone who made money in the stock. I never own Google before and do not considering the stock as an investment. For a P/E of 25+, may I suggest VIVO which performed just as well as GOOG. Take a look at this chart (picasaweb.google.com/l...)
The stock also pay great dividend with strong history of raising it.

reinharden & Timeline Strategy Consulting:
Great point you make on Apple growing top & bottom line. But something always beating analysts' estimate that have me skeptical. Based on CNBC earning central, Apple have been beating since 1Q06 (data.cnbc.com/quotes/A...). It may be longer than that, but it doesn't show. Over the past 2 quarters, the company beat estimate by more than 20%!!! (28% last quarter) and yet, the stock is trading below 2008 level when the biggest beat was 13.3% in 4Q08. The chart above tells me more than what balance sheet tells me.
Look, Apple make great products. In fact, I use ALL their products including laptops, phone, and networking appliance. I also urged everyone in my house to switch to Apple. I also would love to work for them, but as a stock, I do not want to have my money there.

Thank you for all your constructive comments.