Quote:
Originally Posted by kenikh
Dollar per dollar, maybe, but Google is off even more on a dollar basis. If you compare Apple, Google and MSFT, they are off their peaks 1 yr peaks almost identical percentage (between 38% and 45%).
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If you ignore dividends, that is true.
I don't own nor am I short any of these stocks. If I were to buy one, it would be MSFT. It pays a dividend that is higher than the yield on the 10-year Treasury, and its P/E ratio seems less risky in this market.
All three have a large moat around their business models. However, MSFT and GOOG do not have the exposure to one visionary CEO that AAPL has.
All three of them hand out too many stock options to senior management that dilutes common shareholders.