Comments on: Apple: The cheapest growth stock you will ever own

By: Laughing_Boy48

Laughing_Boy48 — Thu, 31 Jan 2013 20:15:33 +0000

It sounds like he’s trying to candy-coat a turd. There’s no way in the world Google shares should be worth $300 more a share than Apple. No freaking way at all. Apple’s growth has been just as high as Google’s if not higher over the past few years and thrown in with a shrinking P/E, Apple easily deserves to have a higher share price than $450. I’m not talking some unrealistic $900.

Apple has been declared a no-growth stock by Wall Street and that’s the way it looks. Wall Street is making up all sorts of weird valuations for companies that are completely inconsistent to fundamentals and past performance. Tell me if I’m wrong based on these numbers.

Apple vs Google revenue growth:

http://www.wolframalpha.com/input/?i=apple%27s+revenue+growth+from+2008+to+2012

http://www.wolframalpha.com/input/?i=google%27s+revenue+growth+from+2008+to+2012

How can there be such a huge share price and P/E gap between the two companies and that’s not even counting reserve cash. If Google is worth $750, then Apple should certainly be worth $650 to $700.

By: GM

GM — Thu, 31 Jan 2013 19:30:30 +0000

Sure. Good prospect for a value stock going forward. The dividend will probably be increased very soon. Lots of cash. Still plenty of room to grow but I’d be careful if I were expecting a big growth stock like it has been. That would be hard to match for anyone. Even Apple. But it will see its moments of big gains (like many others). Next time try to reap those rewards when they are available. Learn to profit from your investments. Learn to take some or all off the table. Never be greedy. Learn from this last drop.

By: peterheinz

peterheinz — Thu, 31 Jan 2013 19:23:19 +0000

the pe is 10.35 but that could get hammered into the ground to 5 or 6 if the street thinks that their growth is slowing

they could post growth of 15-20% for the next several quarters and still have a stale stock price