Out Fox The $treet

Cody Willard has some interesting ideas about the boom in the cloud revolution. His ideas tend to dovetail ours especially the way he pushes Riverbed Tech (RVBD) that has been a big winner in our Opportunistic portfolios. What we also like is the concept of investing in the pick and shovel providers for internet companies such as the recent IPOs LinkedIn (LNKD) and Renren (REN). Cody is very negative on the China internet plays as he basically follows Cramer's theory that all China stocks are basically scams with questionable financials. Agree that China companies have had a fair share of issues, but I don't see them that worst off then most American stocks. With the boom of internet plays in China such as Youku.com (YOKU), Dangdang (DANG), Qihoo 360 Tech (QIHU), and RENN all provide the cash for the pick and shovel plays of China such as ChinaCache (CCIH). Maybe the company is a China scam, but at this point it provides and incredible cheap play into the sector. CCIH rec...

nteresting comments this week from both Cody Willard and James Altucher that Apple ( AAPL ) could be worth $1 Trillion if not $2 Trillion in the future. While this might seem like crazy 2000 internet bubble like forecasts, its refreshing to see investors willing to discuss the potential of the greatest retail/tech stock in the world. Not to mention as the market heads to record earnings, it should also see companies with record market caps. At some point it was crazy to think a company could be worth $100B so its inevitable that somebody will hit $1T and AAPL is the likely winner. As I recently wrote , the market continues to give AAPL a very cheap valuation compared to its growth rate. Most analysts continue to give them valuations x amount above the current price in the $340 range. They throw out $400-500 targets even though it gives AAPL an unreasonably cheap valuation. They never seem capable of forecasting a value other then based on the current value whether expensive or cheap,...