The Apple of My Eye

 | Jul 21, 2014 | 1:53 PM EDT  | Comments
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aapl

,

ibm

Resilient sucker, no?

Have to believe still that people think nothing's going to happen in Russia that impacts earnings.

I believe there's more to that.

So far I am being too prudent, but I think the market's not factoring that in.

Meanwhile, I am getting a lot of questions about my Apple (AAPL) stance ahead of the quarter. I want to own it. I think the analysts are focused too much on what Apple can or cannot do this quarter and not focused on next year when I suspect that the IBM (IBM) deal will kick in as well as the iPhone 6.

Let me be clear about the IBM deal. It is a mobile-only deal, but I simply do not believe that it stops there. If I get an iPhone at work, I am going to want an iMac, too, or I will buy one.

Important to point out, this is the go-to stock for me on any weakness given its inexpensive price-to-earnings multiple and its good looking 2015 because of the IBM deal and the new phone.

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