Are you in AAPL for the right reasons? Or are you trying to prove a point to yourself or somebody else? Look for a broad narrative of certainty and invest in stocks that are out front in telling that story.There's not a more certain space than big media. I get into the reasons why in the above-linked articles. But, in the shell of a nut, these are the guys that own and control the most premium media in the world. Intact narratives. Clear futures. Great balance sheets and capital structures, including, in many cases, dividends/buybacks. But not without the potential -- really the likelihood -- for massive growth. Yet many investors are still busy messing with Apple? It's a fun stock and company to follow, but a suspect investment choice. It's been that way for a while and will likely stay that way for the foreseeable future. Follow @rocco_thestreet -- Written by Rocco Pendola in Santa Monica, Calif.