Outperformance Grows As The Market Swoons By The Valuentum Team
“I try my best/To be just like I am/But everybody wants you/To be just like them.
Bob Dylan, “Maggie’s Farm”
The words above come from Bob Dylan’s classic song, “Maggie’s Farm,” but they seem to apply perfectly to the current situation with Apple. The market wants to see Apple push “phablets.” Everyone wants Apple to pay a more aggressive dividend. People are even calling for the job of CEO Tim Cook because he hasn’t “listened” to customers.
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INSIDE THIS ISSUE
1 Outperformance Grows As The Market Swoons
1 Aloca Sets a Positive Tone for Earnings Season (ticker:AA)
3 Shares of Baidu Are Just Too Cheap (ticker: BIDU)
4 March Auto Roundup (tickers: F, GM, TM, HMC)
5 Tesla’s Aggressive Financing: Revolutionary or Shortsighted? (ticker: TSLA)
6 Good Bye Ron Johnson: J.C. Penney In Flux (ticker: JCP)
7 McCormick Kicks Off 2013 With Strong Cash Flow (ticker: MKC)
8 Our Best Ideas Portfolio (see article for tickers)
9 JP Morgan and Wells Fargo Post Solid First Quarters (tickers: JPM, WFC)
11 Used Cars Sales Remain Spectacular at CarMax (ticker: KMX)
14 Why First Solar’s Analyst Day Did Not Sway Our View (ticker: FSLR)
16 Ergen Chooses Sprint Over DirecTV (tickers: S, DTV, DISH)
17 Ideas for Your Radar
20 Featured Reports: GS, DTV, BIDU
23 Our Stock-Selection Methodology