mark's blog

Disney - Good progress on their strategy

Nov
08

Disney released earnings yesterday.  While my first impression was I didn't think it was a great earnings release, Disney is moving forward nicely on evolving their business strategy.  The decrease in earnings was expected.  

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Price earnings creep – sneaking up on you…

Nov
07

Apple (AAPL) today is hitting $260 with a P/E of almost 22.  AAPL’s PE was 11 in early January of this year.  Apple is a great company, but price and value are separate issues.  Costco’s PE is reaching $307 with a P/E multiple of 37!  Costco usually has a high 20’s multiple.  Costco is also a gre

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