The Value Of Dell Using The EBIT Multiple Valuation Method [View article]
it't not a bad idea. It's simple which is always a good start. The difficult point to judge is whether the company will revert to its mean. That's something that requires much more reading and research. If it has Buffettesque qualities, then I don't see why not. It's why I hold AAPL at the moment.
4 Stocks Passing A Contemporary Graham Investment Checklist [View article]
Yes. AAPL holds most of their cash under "other" or long term assets. It is not as liquid as cash from current assets. They can liquidate it, but it won't be as quick or easy as withdrawing from the bank.
4 Stocks Passing A Contemporary Graham Investment Checklist [View article]
Good point but it's a good measure. For most companies, book value is low anyways. So if debt is less than BV, then the debt to equity ratio will be on the safe side.
4 Stocks Passing A Contemporary Graham Investment Checklist [View article]
i didn't include other or long term assets. Most of AAPL's cash is in offshore or non current holdings.
So by the standard definition, AAPL has a current ratio of less than 2, but they would easily pass it. Thus the comment that Graham would likely buy it next year.
Glad to see another Graham disciple. But you can't value a company like AAPL on a simple asset basis. I like to use NCAV as a reference point, but it is of no use in this situation. Have to use the right tools for the right job.
I would say they can. They have pricing power, R&D power. I can't hold even $10k in offshore accounts to save on taxes. AAPL does it with ease and the list goes on.
There are lots of products I don't care for. Doesn't mean anything.
Sorry but I couldnt disagree more. Markets are inefficient because it is driven by people. As long as people are involved, the market will be irrational.
Missed Out On Visa And MasterCard? Then Keep An Eye On FleetCor [View article]
The Value Of Dell Using The EBIT Multiple Valuation Method [View article]
The difficult point to judge is whether the company will revert to its mean. That's something that requires much more reading and research. If it has Buffettesque qualities, then I don't see why not. It's why I hold AAPL at the moment.
4 Stocks Passing A Contemporary Graham Investment Checklist [View article]
4 Stocks Passing A Contemporary Graham Investment Checklist [View article]
4 Stocks Passing A Contemporary Graham Investment Checklist [View article]
4 Stocks Passing A Contemporary Graham Investment Checklist [View article]
Most of AAPL's cash is in offshore or non current holdings.
So by the standard definition, AAPL has a current ratio of less than 2, but they would easily pass it. Thus the comment that Graham would likely buy it next year.
Apple Is Not Worth $460 [View article]
I like to use NCAV as a reference point, but it is of no use in this situation. Have to use the right tools for the right job.
Apple Is Not Worth $460 [View article]
I've used ipad, iphone, but it is just too limiting for the way I do things.
But now, I'm also hoping there are more people like you to help AAPL's growth ;)
Apple Is Not Worth $460 [View article]
Can you tell me what it says? I don't have a subscription to Barrons and would be interested to see what they say.
Apple Is Not Worth $460 [View article]
There are lots of products I don't care for. Doesn't mean anything.
Apple Is Not Worth $460 [View article]
Apple Is Not Worth $460 [View article]
Apple Is Not Worth $460 [View article]
Apple Is Not Worth $460 [View article]
Apple Is Not Worth $460 [View article]
Markets are inefficient because it is driven by people. As long as people are involved, the market will be irrational.
Price is just a tool. It does not indicate value.