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Are Apple bulls exhausted?
I’ve written extensively about Apple this past year. And, not without reason. Investing in the stock has been a very fun ride ($89 – $200 in a little over 6 months). The Company whether it be delighting users with new products or frustrating users with its mismanagement of the iPhone app approval process has managed [...]
Apple fairly valued? Decide for yourself!
Apple’s stock is fast approaching its 52-week high of $177.50 set almost exactly 1-yar ago and seems within striking distance of its all-time high valuation near $200. I wrote at the beginning of the year about Apple’s intrinsic value and recommended buying the stock when it hit $89/share amid rumors of Steve Jobs’ declining health [...]
An important metric when investing during a recession
Over the last year, “cash is king” has become the modus operandi for companies everywhere. In an environment where revenues are declining and credit markets are difficult to access, the conservation of cash is an important aspect of maintaining the business and living through the recession.
To gain a better view of the cash flow generation [...]
Dell, Value or Value Trap?
Recently read an interesting article on Dell posted by Peridot Capitalist and thought I’d post my two cents on the topic. You may remember my recent post admonishing Dell’s product strategy, but sometimes bad companies can still have good stocks. Could this be the case at Dell?
Dell’s Share Performance
Dell shares are down over 60% over [...]
A Retail Investing Framework
Generally speaking, I see myself as a value investor. Why then, would am I so often looking towards retailers and generally consumer facing businesses for my best investment ideas (see: A Retail Reversal and Irrational Retail Valuations)? After all, many of the best retail stocks are those that rely on growth to provide shareholder return. [...]
Invest with Main Street
With all the recent hub-bub about “Wall Street vs. Main Street,” maybe its time investors start taking stock of what Main Street wants. After all, it’s consumer demand which ultimately drives those sales numbers that seem to have been in free fall. Warren Buffett once described his philosophy of looking for businesses with “wide moats” [...]
