Channon

100% Gainers and Their Estimated P/Es

P/E?? That's so "yesterday". Our economy is in a new paradigm. This time, it's different...

Apple and RIM: The Spoils Go to the Smartest

Economyst: AAPL defers iPhone revenue over 8 quarters. An iPhone sold in Oct 2008 was only 1/8th recognized in Q4 08. July 08, only 1/4th recognized, etc.

The bloggers have been pointing this out for years. Morgan Stanley just noticed, and quite hilariously, after having told their clients to sell at $80, just decided to tell them to buy at $135. Having missed $55 in gains, they think there is another $45 in upside. Perhaps that means it's time to sell...