Andy Zaky's  Instablog

Andy Zaky
Send Message
Andy Zaky is a Hedge Fund Manager at Bullish Cross Asset Management, and editor of the Bullish Cross financial newsletter. His main area of knowledge is in global macro economics, fundamental analysis and technical analysis. Andy has about 14 years of investment experience, a strong background... More
My blog:
Bullish Cross
  • Barron's on Apple & Microsoft 0 comments
    Jul 24, 2010 3:14 PM | about stocks: AAPL, MSFT, GOOG, AMZN, BBRY, QQQ, DIA, SPY, HPQ, DELL, IBM, CSCO, INTC, GS, BAC, XLF, VZ, ATT, S

    One of my favorite columnists, Eric Savitz, published a well-balanced piece comparing Apple and Microsoft in Barron's today. Its definitely worth a read. He captures, what I think, is a very key concept when assessing these two companies - that one is a value play and the other a growth stock. As I noted in an article I published at Fortune this past Monday, I'll be running an in-depth comparative analysis of these two companies in the coming weeks.

    While some regard Eric as generally bearish or skeptical on Apple, I've had a chance to follow a lot of his writing over the years and can attest that those concerns are relatively overstated. He's actually very balanced and fair in his writing focusing on both the positive and negative aspects of the company.

    As most of wall street and the media seems to place Apple on a pedestal, I think it's important to keep in mind that there are always two sides to every story, and Eric does a excellent job of reminding us of this. You can read Eric's article here.

    Disclosure: At the time of this writing, the author holds August 2010 puts on the QQQQs. The information contained in this blog is not to be taken as either an investment or trading recommendation, and serious traders or investors should consult with thier own professional financial advisors before acting on any thoughts expressed in this publication.

Back To Andy Zaky's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (0)
Track new comments
Be the first to comment
Full index of posts »
Latest Followers


  • Bullish Cross Professional is in testing phase. If you like my analysis, please give feedback here.
    Jun 2, 2011
  • Apple (AAPL) is now trading under a 16 P/E ratio.
    May 16, 2011
  • Believe it or not, Apple is only trading at 8.68 times my 2012 earnings estimates of $39.15 in EPS on $149.46 billion in revenue.
    May 15, 2011
More »

Latest Comments

Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.