AAPL

The biggest problems for APPLE:

1. Proprietary system

2. Consumer products, not real high tech, the tech barrier is very low

3. Markt Cap almost $400B

4. Steve Jobs is gone.

However, this does not mean we should short APPLE. The think the right strategy is just to leave it alone. If you short, you may not be able to hold that long to see it ultimately fall.

 

For me, the biggest problem if I buy APPLE, MS, BAC is that, if one day, these stocks fall 20%, I have no confidence that they will come back one day. So, my only action is to cut loss and run if that happens. Normally, except for DT, I don't buy those stocks, and even for DT, I try to avoid those.

Leave it alone.....if you don't like it....simply because other people may not think about it in the same way as you do...plus....there is manipulation...

所有跟帖: 

look at the number of ip4s being sold and the p/e? how can you a -xyz100- 给 xyz100 发送悄悄话 xyz100 的博客首页 (0 bytes) () 10/15/2011 postreply 15:44:18

"there is manipulation... " for sure, but there is also limits --雪原-- 给 -雪原- 发送悄悄话 (96 bytes) () 10/15/2011 postreply 21:26:55

苹果现在的封闭系统也是种优势, -dividend_growth- 给 dividend_growth 发送悄悄话 dividend_growth 的博客首页 (14 bytes) () 10/15/2011 postreply 21:39:29

请您先登陆,再发跟帖!