Professor Elam

Monday March 15 2010

From a Barrons blog this question, Okay gang what say you?

My thinking is

Exxon has the best dividend, MSFT pass, no innovation and just a matter of time till the Chinese come up with a Linux system they like, APPL not unless the market crashes and one can buy it cheaper, all the good news in the world is built into the current stock price, WMT oh not here and the only growth is retail that will come from a worsening economy which means lower prices, BRK pays no dividend, it was the buy  a year ago

At Friday’s close, these were the five highest market cap U.S. companies:

• Exxon (XOM), $315.38 billion.
• Microsoft (MSFT): $256.71 billion.
• Apple (AAPL): $205.48 billion.
• Wal-Mart (WMT): $205.09 billion.
• Berkshire Hathaway (BRKA): $202.20 billion.

The biggest oil company. The largest retailer. The leading software company. A conglomerate run by the world’s most respected investor.

And Apple.

Here’s a weekend exercise for you: Looking out five years, which of these would you most want to own?