• J. A. Saglimbeni
    Some big movements in $AAPL...over 4%. I guess investors realize there is value in this value stock....
    1/2/13
    Reply (26)
    • Bret Kenwell: have a pending article about that !
      1/2/13
    • realornot: Congress saved $AAPL big time.
      1/2/13
    • J. A. Saglimbeni: Bret, looking forward to it, and realornot eventually stocks trade where they truly belong and $AAPL should be worth north of $600.
      1/2/13
    • Bret Kenwell: May be losing market share, may not have the freakish growth of '09-11 (pending new products) but still growing at double digits/yr and low
      1/2/13
    • Bret Kenwell: forward P/E ratios. This baby is cheap and is a cash cow. Even without new product, it will still sell loads of iPhones and iPads !
      1/2/13
    • J. A. Saglimbeni: Remember Bret, Growth in EPS and Revenues are the key...year over year...I think those double digit growth rates may be in the teens..
      1/2/13
    • Bret Kenwell: Yes, those are the growth rates I was referring too. The revs are in the teens, but EPS should remain in the 20-30% range. Even so, my
      1/2/13
    • Bret Kenwell: thoughts are that Apple is undervalued. Even discarding the cash on hand and any new products, the double digit growth is worth more than
      1/2/13
    • Bret Kenwell: what Apple is trading for now. You won't get the returns like you did a few years ago, but should still outperform the S&P
      1/2/13
    • J. A. Saglimbeni: Agreed, probable about 15-20% in appreciation from these levels be years end...possibly $630-$650 and $700+ next year, but may be better...
      1/2/13
    • Bret Kenwell: Agreed. iPhone and iPad sales alone should do keep growth going for awhile. Not parabolic growth, but growth nonetheless!
      1/2/13
    • J. A. Saglimbeni: ....investment out there, such as $GOOG, $MSFT, $EBAY, ....going forward..
      1/2/13
    • Bret Kenwell: Really like $EBAY $V and $PNRA
      1/2/13
    • J. A. Saglimbeni: Agreed again, but I already own $SBUX (similar space as PNRA) and you know I am long $EBAY...Great minds think alike!
      1/2/13
    • Stephen J Melnykevich: I like V as well, current accumulating shares. Might look at MCD as well.
      1/2/13
    • Bret Kenwell: JA: Agreed, I like SBUX too, haven't decided if I wanted a position yet. Mainly b/c as Stephen noted, I am looking at a position with MCD
      1/2/13
    • Bret Kenwell: too. Shooting for balance between Growth and Core. Of course, could always own both!!
      1/2/13
    • J. A. Saglimbeni: Both $SBUX and $MCD...great dividend raisers, today and going forward
      1/2/13
    • Bret Kenwell: Isn't portfolio construction just too much fun?!
      1/2/13
    • J. A. Saglimbeni: Man, especially when you are creating wealth, does not get much better
      1/2/13
    • Stephen J Melnykevich: completely agree with both of you. What else are you both looking at?
      1/2/13
    • Bret Kenwell: I like $DIS -- as sort of a hybrid stock (Core & Growth) It's strong, has room, but is also a "blue-chipper" with a small yield ~ 1.5%
      1/2/13
    • J. A. Saglimbeni: Some of my favorites include: $MA, $V, $EXPE, $DDD, $PCLN, $CTSH, but as always do your studying, I am not a professional...I just beat them
      1/2/13
    • Stephen J Melnykevich: DIS appears to be valued well, not undervalued but not overvalued. I may pick up MCD before anything else. I also like PCLN and MA
      1/2/13
    • Stephen J Melnykevich: I beat them as well ;0)
      1/2/13
    • Bret Kenwell: $MA and $V both good choices in my opinion.
      1/3/13