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Robert McDonald
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FROM INSIDE SILICON VALLEY: Sorting the truth or likely truth from the noise is a key attribute of the successful investor. My commentary is a distillation of some of this effort relative to particular stocks and investment areas. My publishing at this point in time is limited to the blogsphere,... More
  • APPLE: LOOK BEYOND THE NEGATIVE INFORMATION FIREHOSE 0 comments
    Feb 2, 2013 1:16 PM | about stocks: AAPL

    Apple is a bargain value stock by any measure: PE, dividend, buybacks, established competitive positions in multiple businesses, etc.

    The bad news is out which primarily consists of Samsung's presence now as a major competitor. There are many catalysts which could return this stock to growth status in the eyes of a majority of investors. These factors range from announcements of Apple's rapidly growing enterprise business, to many new product opportunities, to China Mobile, to new business areas (automotive, TV). I would submit that another major catalyst will hit soon, the overall recognition that Apple's position in the marketplace will continue to allow it continue to capture a large fraction of mobile device profits, a growing area that has room for multiple competitors.

    Overall, Apple stock is a bargain by any measure if you look beyond the negative information fire hose that is running full bore right now.

    Disclosure: I am long AAPL.

    Themes: APPLE IS A BARGAIN STOCK, MOBILE DEVICE BUSINESS Stocks: AAPL
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