Keeping it Real, Keeping it Rational: Apple Inc. (AAPL), Netflix, Inc. (NFLX), The Walt Disney Company (DIS)

Here’s the call to action, and your chance to come off the monkey bars and get in the game.  Why buy the milk when you can own the cow?  Here’s the plan, if you want to capitalize on the digital streaming craze why not buy The Walt Disney Company (NYSE:DIS), they hold the assets, set the price, and ultimately reap the benefits of a consistent source of cash flow in Netflix through licensing rights.  As for Apple Inc. (NASDAQ:AAPL), think economies of scale.  Simply put, Apple sells a lot of iPhones and iPads, 47.8 million and 22.9 million last quarter to be exact.  Looking a little further down the production pipeline we find chip maker QUALCOMM, Inc. (NASDAQ:QCOM).  Qualcomm has done quite well for itself with the success of the mobile industry and they are probably the company best positioned to meet Apples growing supply needs in the future.

So what can you do to avoid being trampled by the bulls?  Easy, don’t run with them.

The article Keeping it Real, Keeping it Rational originally appeared on Fool.com and is written by Brian Jordan.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.