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RE: TIB: Today I Bought (and Sold) - An Investors Journal #469 - European Financials, US Banks, Semiconductors, US Technology, Wheat
I think the current Apple product cycle is getting too long and will pressure growth and valuations. No real innovation offset by more services but growth will be a question given margins.
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Market seemed to like the launch - price pushing to the top of my spread range which is what the trade idea was.
They certainly do seem to be short on ideas (or ideas the market likes). Of course, what the market will like is steady services revenues.