Some of the market leaders in equities like Apple (APPL) and Google (GOOG) are wobbling and that is giving him some concern.

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And it is so ingrained in the DNA of APPL that only a deliberate deviation from that idea can screw it up.

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In this category, we like and own Apple (APPL), IBM (IBM), CVS Caremark (CVS) and Tenet Healthcare (THC).

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You know Apple (APPL) is in trouble when you see that it is trying to buy its way out of problems with its products.

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Something like what Apple (APPL) has been doing.

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It's encased in aluminum alloy but has a similar metallic look to the Titanium Powerbooks that have proven so popular for Apple Computer (nasdaq: APPL - news - people ) over the last few years.

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