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Sankrant Sanu

 
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  • Apple Shares Are Undervalued By Over 50% [View article]
    Actually I sleep well with Apple. I added more at current prices. A bubble stock carries astronomical multiples based on hope of mega-growth in the future. Apple is an anti-bubble with a P/E in the low teens and demonstrated astronomical growth.

    It is hard to believe the Apple story not because the stock is a bubble but the actual results are mind-blowing. It is like buying Harry Potter when the first book came out.
    Apr 25 09:12 PM | Likes Like |Link to Comment
  • Apple Shares Are Undervalued By Over 50% [View article]
    It's funny--I see middle class people in India plomp down Rs. 25,000 ($500) for a phone without breaking a sweat. China too has an upwardly mobile class. The US market is just one piece of the pie. The smartphone will be your most used gadget, even more than the computer and people will pay for it. That said, I do expect Apple's margins to come down as the market is flooded with smartphone and tablet competitors but Apple can continue to charge a premium price for its offerings with the highest margins in the business.
    Apr 25 05:02 PM | 1 Like Like |Link to Comment
  • Apple Shares Are Undervalued By Over 50% [View article]
    I agree John, but there is a perception of AAPL being a momentum play if one has not done the homework on the numbers. That is why we went with a fundamental analysis to look past the heightened emotions, bullish or bearish.
    Apr 25 11:31 AM | 2 Likes Like |Link to Comment
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