Dice CEO: Energy, T...
posted by David Amann on 1 months ago
I think that GS and HAL are good ideas here that I hadn't considered. NYSE looks strong,
but it's multiple is too high for me. AAPL worries me. I don't think their moat is big
enough to prevent competitors from entering their space and driving down their margins.
Plus, AAPL has a big risk in that much fo their stock valuation is based on Jobs sticking
around. MO I already own. CSCO I should look at more.
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