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poortorich

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  • The Apple-Microsoft Comparison Is Valid [View article]
    On 2/7/11 I made a friendly bet that PM would provide better returns at the end of 15 years than AAPL. (dividend reinvested, taxes excluded). I got laughed at.
    Update:
    PM 74%
    AAPL 18%
    S and P 500 26%
    Apr 26 12:26 AM | 1 Like Like |Link to Comment
  • Apple Is Not A Retirement Stock [View article]
    Geordy

    We've discussed Apple before. Is your confidence in Apple's future still as solid as the last time we exchanged our ideas?
    Feb 9 01:04 PM | Likes Like |Link to Comment
  • Is Apple Really A 'Buy'? [View article]
    Doc
    i dont pay attention to Aapl or Pm's price on a regular basis. I check only periodically like every few months believe it or not. I just happened to check yesterday. When i buy stocks, I dont need to check the prices that often. In fact, feel comfortable not checking for a few years if i wanted. As for PM and AAPL, there is no doubt in my mind youll have more money at the end of 15 years with PM. People were laughing at me when i made the friendly bet.
    Jan 14 09:43 AM | Likes Like |Link to Comment
  • Is Apple Really A 'Buy'? [View article]
    On 2/7/11 I made a friendly bet that at the end of 15 years that PM would provide better returns than AAPL (dividend included, taxes excluded). Total return for PM 65 percent, total return for AAPL 49 percent. Total return for S and P 500 16. Not bad.
    Jan 13 04:48 PM | Likes Like |Link to Comment
  • Mr. Market Is Not Undervaluing Apple [View article]
    Marc
    It takes serious gonads to write an article critisizing AAPL investors.
    I made a friendly wager on 2/7/11 in an AAPl article that PM would provide a higher return than AAPL at the END of 15 years. (dividends included, taxes excluded).
    An update since 2/7/11
    Apple-27% total return (based on 446 close today)
    PM-35% total return
    Jan 25 04:31 PM | 3 Likes Like |Link to Comment
  • Steve Jobs' Legacy, And Apple's Record, Will Live On [View article]
    I dont own apple. But I have to say Job was an incredible man. His accomplishments will be remembered for years to come.
    Oct 6 07:38 PM | 3 Likes Like |Link to Comment
  • Steve Jobs Has Passed Away [View article]
    A true visionary. His achievements were remarkable.
    Oct 5 11:20 PM | Likes Like |Link to Comment
  • Why Picking A Stock To Hold Forever Is Total Folly: The Apple/Cisco Case [View article]
    @anthenmike

    I dont know what your style of investing is but, like you, the biggest problem for me in the past was not picking the right companies, but selling too soon.
    Sep 27 09:38 AM | Likes Like |Link to Comment
  • Why Picking A Stock To Hold Forever Is Total Folly: The Apple/Cisco Case [View article]
    No stock can be held forever. Some stocks should be reassessed every 3-5 years. Some should be reassessed every 10 years. Not more often than that. That does not mean you should not keep up with the news. The danger of keeping up too m uch is youll sell one month later without allowing time to show if you were right or not.If one cannot understand that csco/apple are those that are not meant to be held forever, one needs to have better understanding of competition in business.
    There are stocks you can hold for the next 30 years with high certainty they will still be around.
    Sep 26 09:55 AM | Likes Like |Link to Comment
  • Why Apple Doesn't Get Any Love From Wall Street [View article]
    In fact, I made a friendly wager that PM would provide a much higher return at the END of 15 years than Apple. (excluding taxes, including dividends).
    Sep 22 12:13 PM | Likes Like |Link to Comment
  • Why Apple Doesn't Get Any Love From Wall Street [View article]
    What will Apple be like in 15 years? Maybe they will dominate even more? Who knows. If you are absolutely sure that it will still be dominant, then you should invest money in it, perhaps a whole lot more.
    With regard to google, I dont know what it'll be like in 15 years so I dont invest in it. As an investor, particularly if your gonna hold for many years to come, you wanna own something that is in an industry that has very little change. I put a VERY high premium on predictability. Predictability is very important because it allows one to come up with a more accurate valuation of a company.
    Sep 22 10:13 AM | Likes Like |Link to Comment
  • Why Apple Doesn't Get Any Love From Wall Street [View article]
    Brands in technology have very little meaning unless it is supported by constant innovation. Constant innovation is not a sustainable moat.
    Sep 22 09:40 AM | Likes Like |Link to Comment
  • Why Apple Doesn't Get Any Love From Wall Street [View article]
    Geordy
    If you analyze Google and Apple very carefully, you would realize that Google has the stronger moat. Apple had a chance to have a dominant moat, but it might have lost its chance.
    If your biggest strength is out- innovating someone, pretty soon you will get out- innovated.
    Sep 22 12:43 AM | Likes Like |Link to Comment
  • Apple: The Time to Buy Has Passed [View article]
    Brett
    Good article. People expecting a 10 bagger are delusional. In business it is often better to copy someone else than to be original. Let the innovator do the heavy lifting. Then just make an imitation. It requires much less calories.
    Jul 25 01:33 AM | Likes Like |Link to Comment
  • Apple: One Risk That Nobody Mentions [View article]
    The first iphone was a masterpiece. Sooner or later, however, with the onslaught of technological innovation, its just another toaster.
    Its unbelievable how Apple did not learn its lesson from the MSFT years.
    Jun 22 07:44 PM | Likes Like |Link to Comment
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