Keeping it light on Friday, I wanted to get all of your input
regarding two of the perhaps the most popular companies trading
I have been a fan of Google for a very long time and use just
about every opportunity I can to reiterate my love for Google (
an old clip from Fox in 2012, my comments are towards the end,
but cut off) and my
In January of this year, I wrote a
fun little piece
here in Real Time Insight about the possibility of Google
overtaking Apple as king of the market-cap jungle.
Back then, Google was trading around $700 per share, with
Apple around $550.
With Google close to $1,000 per share and Apple struggling to
stay about $400, my earlier thesis is looking a little more
Which do you want to buy?
Google is constantly evolving and has multiple manufacturers
like Samsung and HTC releasing cutting edge android phones that
run the #1 selling platform in the world, Android (Samsung just
released the S4). Google goggles, updated
mapping technology, a new mobile operating system upgrade and
more are cutting edge developments are coming through the
What has Apple done lately? The iPhone and its software
have been slightly improved, but nothing earth shattering.
They gave us a smaller version of the iPad (yippie) and most of
their product lineup has remained relatively unchanged for a
while other than minor tweaks. Oh, I almost forgot that
they did take out a loan to pay a dividend…
While Apple is only trading at 11 times forward earnings, I
believe that they are still priced as a game changer. The
problem is that I don't see that happening in the near future
unless they roll out a time machine. I feel like they are
going to become the Microsoft of the decade (it happened before)
and their stock is going to stagnate at best, but most likely
Google trades at double the multiple (22), but I believe that
the company is not only innovating everyday and wrapping
themselves around multiple streams of income, but is on the
precipice of becoming the world's most powerful mobile social
platform, aggregating all the social feeds and delivering a clean
user interface that both consumers and advertisers will be
content with. I am still a buyer of their stock.
Tell us your thoughts:
a. Buy Google, Sell
b. Buy Apple, Sell Google
c. Buy them Both
d. Sell them both
e. Other (please explain)
APPLE INC (AAPL): Free Stock Analysis Report
GOOGLE INC-CL A (GOOG): Free Stock Analysis
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