AAPL: No. By any metric you choose -- P/E, P/S, Price to book value, price to cash flow -- it is expensive and has no dividend. Positive notes: No debt., ROE & ROIC are great . But are they sustainable? History says no.

EBAY: No. Again, by any metric you choose -- P/E, P/S, price to book value, price to cash flow -- it is expensive and has no dividend. Positive notes: No debt., ROE & ROIC is good, profit margins are great and might be sustainable. Great possibilities, but plenty of questions.

GE: Maybe. Metrics are average. Positive notes: dividend is very strong, profit margins are great and sustainable. A bargain? No. But worth watching? Yes!

GOOG: No. Another one that by any metric you choose -- P/E, P/S, price to book value, price to cash flow -- is expensive and no dividend. Positive notes: No debt., ROE & ROIC is fantastic, profit margins are great and might be sustainable. But for how long and should you play a guessing game?

MSFT: Not Yet Folks. Very mixed metrics -- P/E average, but P/S, P/B & P/cash flow overly high. Positive notes: some dividend, tons of cash (give more to shareholders, Steve), No debt., ROE and ROIC is very good and profit margins are great!! But sustainable? I don't think so. The data seems to want this stock at $19 to me and I think it will hit that sometime this year. Most of the noise I hear says this stock is going up, but I see more downside pressure. So as usual, ignore the noise and stay tuned.

TWX: Maybe. Metrics are mixed -- P/E high, P/S good, price to book is very good. But why is it so low, price to cash flow high, ROE/ROIC/Profit margins low? Positive notes: some dividend, good cash flow, buying back shares, and may be very under-appreciated based on price to book of 1.25. This must have been what intrigued Carl Icahn into wanting some under appreciated parts sold off. A bargain? Perhaps. Worth watching? Yes.

WMT: Maybe. Metrics are average, with the exception of P/S which is very very low (Buffett watch), profit margins low. Positive notes: low debt, some dividend, good ROE & ROIC. Question is why buy this giant instead of an index fund?

YHOO: No. By any metric you choose P/E, P/S, Price to book value, price to cash flow its expensive, ROIC stinks --there is none, and no dividend. Positive notes: almost no debt, ROE is good. Profit margins are great and might be sustainable. But this is another guessing game.

BOTTOM LINE: Little value here--I'm still looking elsewhere.

You can read more about me and my investment philosophy here.

Check out my "Bad Rap for A Bad Market"