Greg, i really like and agree with your thinking. Very much the "lynch" school of thought, investing based on what we can see, touch, smell.
While we can analyze all day long, we need to be "big picture" thinkers...
Regarding Apple, on one hand I think they are getting greedy with the "need" of a new connector which has me concerned about the leadership (more concerned with profit rather than consumer quality), and on the other hand the Itv coming out is highly anticipated which could send the stock soaring yet again...
I don't think greed is good, I think growth is great...
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