AAPL stock - long term opinions

[BeachOrCity]

OF COURSE appl results are great this year. All around the world people have needed to beef up their home technology for remote work.

When will that effect fall off and will it result in sales declines as people don’t need to upgrade bc they refreshed everything during Covid?

[thepalmersinking]

AAPL created and owns the ecosystem. It’s not just a hardware company. When companies are suing you to gain access to your ecosystem then that should tell you something. Cash on hand is off the charts. Maybe a bit over their skis on PE, for now.

[conversationalphrase]

AAPL kills it again. It will be interesting to see how this market responds today.

https://www.cnbc.com/2022/01/27/appl...s-q1-2022.html

[BeachOrCity]

Quote:

Originally Posted by conversationalphrase AAPL kills it again. It will be interesting to see how this market responds today. https://www.cnbc.com/2022/01/27/appl...s-q1-2022.html

The forward earnings yield is 4%. the peg ratio is 1.8

Its a fantastic company, but IMHO the earnings growth rate does not support the current pricing.

All that said, I have much more of a value tilt, which has not served me well for the past 10 years.

Chart out another great company. MSFT. Dead money for over a decade, but the whole time was a fantastic company. Only when the reinvented themselves, did the stock take off again. Being able to do what MSFT did is the exception, not the rule.

[kgtest]

Pre marlet AAPL is up almost 3%. It's 20% of my portfolio because I believe strongly in the CEO, their products and services and the long term growth oulook.

Everything is over valued, my as well own the one company that actually consistently provides value.

[MRG]

Quote:

Originally Posted by kgtest Pre marlet AAPL is up almost 3%. It's 20% of my portfolio because I believe strongly in the CEO, their products and services and the long term growth oulook. Everything is over valued, my as well own the one company that actually consistently provides value.

+1
Bought 100 shares 10 years ago. I've sold a bunch but it's about 15% of our holdings.

[BeachOrCity]

I thought I would include two "football field" charts from stock rover. Each one is where Apple valuation lies vs historical. The line down the center shows current position of value. One is current valuation vs range over 18 months (shows Apple fairly valued). The other shows current vs range over 5 years (shows apple somewhat expensive at current pricing).