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Doug Taylor  Doug Taylor

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  • Doug Taylor commented on Mark Yu's article 02-01 23:31
    Apple: Think Differently From the Analysts
    Fortune had a recent article entitled "Here's Why Apple's Stock Is A Sell." The article lsited the following reasons for why Apple (AAPL) is not...
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    Doug Taylor 02-01 23:31
    • Great article Mark. Apple has some serious cash flow and good valuation. Along with that the potential to be a good dividend growth stock. Think the market seems to be forgetting these things. As companies get bigger growth can slow while they are cash producing machines that give back to their investors. Also I see a lot of apple loyal consumers who will likely get new i-products when they renew. Only other catalyst would be another winning product brought to market. I hold apple and would buy more on the way down.
  • Doug Taylor commented on Hoang Quoc Anh's article 02-01 22:43
    Should Investors Buy Amazon Following Its 7% Drop?
    Amazon (AMZN) has been making their patient shareholders a lot of money since its IPO. Since the technology burst in 2001, its share price has been...
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    Doug Taylor 02-01 22:43
    • Hi, that is a very interesting question. Their return on equity is quite low now. It might be something they could do to grow into their valuation but only if the demand continued after increasing prices. I think they will be okay but just not sure on the valuation for investing now. Some time there will be a correction or slow down that might put their valuation more into line. All the best with it.
  • Doug Taylor commented on Hoang Quoc Anh's article 02-01 00:45
    Should Investors Buy Amazon Following Its 7% Drop?
    Amazon (AMZN) has been making their patient shareholders a lot of money since its IPO. Since the technology burst in 2001, its share price has been...
    View all 1 comment
    Doug Taylor 02-01 00:45
    • I think Amazon is definitely taking market share from traditional in a big way and that is a good thing. However Gurufocus give it a PE of over 800 (if this is incorrect even the over 400 in the article is expensive) a PEG of 35 and the DCF calculator says with tangible book value the company is fairly valued at about $35 if I boost the 10 year EBIT growth rate to 15%. It is so expensive and would require hugh consistent growth to work into it's valuation. Also if more people buy as suggested the valuation will increase even more. This makes it a risky investment for my strategy of risk management. Thanks, For the article.
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