Thursday, November 1, 2012

AAPL: Will Apple's Products Cause Speculative Stock Valuation?

Will Apple's Products Cause Speculative Stock Valuation?
by Timing Best Buy

"Risk" and "uncertainty" are words that have become almost foreign with respect to Apple (AAPL) over the years, as the release of successful new Apple products has kept analysts delivering favorable reports about the financial position of the company. The company's numbers and tables have reflected positive results amid uncertainty in a volatile and energetic pool of competing companies. However, most analysts assume that the phenomenon will not last for very long. The company's size is against it, as we will discuss later. There has never been a company in history that has generated so much speculation about its products. But does this necessarily mean that investors are paying for all that speculative future success when buying Apple stock? read more »

More on AAPL:
Apple Below $600: Trick Or Treat? by Parsimony Investment Research

Other articles that mention AAPL:
Wall Street Breakfast: Must-Know News by Wall Street Breakfast


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IBM: IBM: We Can See Why Buffett Tried To Keep This A Secret Last Year

IBM: We Can See Why Buffett Tried To Keep This A Secret Last Year
by Saibus Research

Last year, self-proclaimed technophobe Warren Buffett announced that Berkshire Hathaway (BRK.B, BRK.A) had taken a position in International Business Machines Corporation (IBM). We can understand why if Berkshire was going to begin to allocate assets towards the technology sector, it would begin with IBM. As everyone knows, IBM was the once-great computer company that was revived in the 1990s by Lou Gerstner. While IBM may have lost the PC war, its reorientation toward the Internet and strategic IT Services and Solutions helped the company get its groove back. We don't understand why the SEC and other organizations engaged in Industry Classification include IBM as part of the computer and office equipment industry when it sold off its personal computer business to Lenovo in 2005 and it only generated 15.83% of its YTD 2012 revenue from its Systems and Technology division. IBM generates the lion's share of its revenue from technology services and software and we believe it should be compared against other preeminent technology consulting organizations like Accenture (ACN). We compared IBM against Accenture in September and although we concluded that Accenture offered a slightly better opportunity than IBM at the time, IBM stacked up pretty against Accenture. In short, we can see why Buffett tried to keep it a secret last year.

Source: IBM's Q3 2012 report
read more »

More on IBM:

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