Why it’s NOT time to Short Apple and Visa

I could not help but read the comments on Brett’s call for shorting Visa and the other conversations around shorting Apple.  I have to disagree with both calls.  Visa is not a short because everyone thinks its going to be the next Mastercard.  Visa actually makes more money than Mastercard.   I’m wondering what the catalyst would be for Visa to drop?  I really don’t see any.  They reporting GOOD, not great numbers but the bottom line is that you really can’t fight the tape and expect to win.  I would BUY visa on a pullback.   The stock is may reach $100 in 6 months.

 Shorting Apple now may make a little more sense given the move from 120 to where we are today, but  I still contend that that is risky as well.  I think the stock will ramp to $200 until the 3G iPhone release and maybe pause there.   Fundamentally, how could you justify shorting apple now anyhow?  The