10-27-2014, 07:12 PM
(10-27-2014, 05:40 PM)Lewys120 Wrote: What do you mean by vacuum?
It means on its own merits, with no outside forces ( ie. your current diversification ) weighing on the decision
(10-27-2014, 05:40 PM)Lewys120 Wrote: Why do you prefer MSFT? AAPL div increases have been heavy and I'm looking to hold for decades
From just a current valuation perspective:
AAPL current yield is only 1.8% and they've only been paying for 3 years.
MSFT yields 2.7% and has a 5 year dividend CAGR of 18.9%
AAPL has increased their share count 3% in the last decade
MSFT has reduced their share count by nearly 25% in the last decade
They're both super solid companies, I would just put more money to work behind MSFT at this time