Your Top 3 Cheapest Equities

Discussion in 'Stocks' started by Daal, Oct 7, 2008.

  1. AAPL - under $90 it is trading for effectively 2x cash - not 2x book, but 2x cash - as there is a huge amount of deferred rev just waiting to fall onto the books.

    To put AAPL's cash horde in perspective, they could have done the the Buffet/Goldman deal four times over and still had a multi-billion pile left over.

    If cash truly is king over the next couple of years, AAPL is GLDN.
    #11     Oct 7, 2008
  2. how far out is the deferred rev? i was just thinking we actually have a useful and interesting thread on ET and it's only 2 pages. go figure....
    #12     Oct 7, 2008
  3. iPhone revs are spread evenly over 8 quarters (2 years). So nearly half the revenue from the *first* iPhone release has yet to find its way onto the books.
    #13     Oct 7, 2008
  4. That stock is bad news.
    #14     Oct 8, 2008
  5. Adobian


    Anybody here likes FNM and FRE ?
    #15     Oct 8, 2008
  6. do you think their earnings will decline by 75% this year? that is what the market is pricing in.
    #16     Oct 8, 2008
  7. considering their spot exposure to BDI pricing and the shadowy activities of the ceo (gorgeous george economou), I think that stock's glory days are WAY behind it. It's literally been run aground.

    #17     Oct 8, 2008
  8. i am short DRYS:

    Thx for your money.
    #18     Oct 8, 2008
  9. GG1972


    Y is everyone in a hurry to go long--bottoms are generally 3-6 months in making - you wont miss anything

    my 3 top equities WHEN things look rosier

    ECA is a rock solid company and will be split into 2 sometime soon. Hope to own both for 3-5 years

    DE getting cheaper by the day--good fundamentals

    BNI still the way to transport goods in this country.
    #19     Oct 8, 2008
  10. m22au


    #20     Oct 8, 2008