• We’re considering buying Apple for the SHU portfolio and give you our considerations here.
• We think that the tailwinds are still likely to exceed the headwinds, the most important of which is the saturation in the smartphone market.
• As tailwinds, we’ll discuss the economic moat, the rising service income, the cash flow and possible tax bonanza and a couple of others.

Source: SHU Portfolio: Why We’re Buying Apple – Apple Inc. (NASDAQ:AAPL) | Seeking Alpha