Seeking Alpha

aapladay » Comments » AMZN

  • Amazon, Apple Stock Going Vertical: This Never Ends Well [View article]
    I went with AAPL when I first started investing about 3 years ago, hence my name. I nearly doubled my investment. Now I do not believe that AAPL can sustain the kind of growth it has had the past few years. It's PC's are overpriced and the iPhone would not be as big of a hit (or any of the smartphones) without the subsidies. I do acknowledge the iPhone as the best smartphone out there, but the gap is narrowing fast. AAPL will need to lower margins to keep up with the competition. AAPL also has it's high valuation due to the growth factored in. When earnings growth slows we will be looking at a 15 forward mutiple or lower. It just is too much risk and too little reward for AAPL right now as an investment. But the market as a whole is overbought right now. Personally I want to look at companies that will make the next iPhone better as an investment, and buy in on a market correction.
    Nov 19 15:32 pm |Rating: 0 -2 |Link to Comment
  • Is Apple More Undervalued Than Other Tech Sector Stocks? [View article]
    Lead us to the promise land oh great Andy Zaky. These commandments we will obey. No longer shall we worship the golden cow of GOOG and RIMM, the voice in the sky hath spoken.

    Seriously, good article, especially about what to do with $110 billion.
    Oct 30 16:48 pm |Rating: 0 0 |Link to Comment
More on AMZN by aapladay
Comments by Ticker
aapladay's
Comments Stats
46 comments
Rating: 10 (14 - 4 )