NEW YORK ( TheStreet) -- I've written often about Apple (AAPL - Get Report) and Amazon (AMZN - Get Report) over the past few months. It hasn't been fashionable to be bullish about Apple and bearish on Amazon. However, after watching enough companies like Baidu (BIDU - Get Report) and Crocs (CROX - Get Report), I have learned to stick to my guns.Stocks fall into and out of favor at times, forcing the price to move along with the herd, and I, for one, am glad. Money couldn't be made if stocks weren't mispriced. Actually, it's probably more true that stocks stumble into "fair value" on occasion.
Apple vs. Amazon: The Ground Is Shifting
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