Tuesday, December 13, 2011

Which technology stocks would you invest in? Microsoft? Cisco? Apple?

Google. One needs to be very careful investing in tech companies. MSFT has wasted billions buying back their stock and shareholder equity has dropped by 13 billion in the last 3 years. CSCO is another company that I have a problem with. Its book value per share has not increased in the last 10 years. It gives out too many stock options to employees. AAPL has possibilities but its future depends on competing in an absolutely vicious market. It has had very little problem doing that in the past, but the future is very uncertain and Steve Jobs has always been the genius behind the company. There is a big question about his succession.

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