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Media

Barron’s Poll Has Apple (AAPL) And Google (GOOG) As Buys And Sells

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By Douglas A. McIntyre Published

In Barron’s semi-annual Big Money Poll, institutional investors are asked about their two favorite stocks and also which shares are most overvalued. For the latest poll, 112 money managers responded.

On the buy list were such household names as Cisco (CSCO), Microsoft (MSFT), Intel (INTC), and GE (GE). The stocks these investors wanted out of included Starbucks (SBUX),  RIM (RIMM), Amazon (AMZN), Baidu (BIDU), and Sears (SHLD).

But, Apple (AAPL) and Google (GOOG) were on both lists. The schizophrenia surrounding the stocks has to impress even the most long-time trader.

Apple’s future no longer relies on the iPod. The iPhone could eventually sell 30 million or 40 million units a year. The entire global market for handsets is over one billion per annum. But, competition could beat the device back into the stone age. The Mac is hot now, but HP (HPQ) and Dell (DELL) may have something to say about that.

Google (GOOG) may have over 50% of the global search market, but that may have peaked. The company must now look to its online application products and the new Google phone for growth. There is no way to handicap those products.

Both the "buy" and "sell" crowds may be right on the two companies depending on the time-line Wall St. wants to put on the eventual prospects of the firms.

Douglas A. McIntyre

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About the Author Douglas A. McIntyre →

Douglas A. McIntyre is the co-founder, chief executive officer and editor in chief of 24/7 Wall St. and 24/7 Tempo. He has held these jobs since 2006.

McIntyre has written thousands of articles for 24/7 Wall St. He is an expert on corporate finance, the automotive industry, media companies and international finance. He has edited articles on national demographics, sports, personal income and travel.

His work has been quoted or mentioned in The New York Times, The Wall Street Journal, Los Angeles Times, The Washington Post, NBC News, Time, The New Yorker, HuffPost USA Today, Business Insider, Yahoo, AOL, MarketWatch, The Atlantic, Bloomberg, New York Post, Chicago Tribune, Forbes, The Guardian and many other major publications. McIntyre has been a guest on CNBC, the BBC and television and radio stations across the country.

A magna cum laude graduate of Harvard College, McIntyre also was president of The Harvard Advocate. Founded in 1866, the Advocate is the oldest college publication in the United States.

TheStreet.com, Comps.com and Edgar Online are some of the public companies for which McIntyre served on the board of directors. He was a Vicinity Corporation board member when the company was sold to Microsoft in 2002. He served on the audit committees of some of these companies.

McIntyre has been the CEO of FutureSource, a provider of trading terminals and news to commodities and futures traders. He was president of Switchboard, the online phone directory company. He served as chairman and CEO of On2 Technologies, the video compression company that provided video compression software for Adobe’s Flash. Google bought On2 in 2009.

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