Yet both stocks are worth owning at present levels. Apple has too much cash and far too much at stake to stop innovating. At the very least, we know the late Steve Jobs believed he "cracked the code" when it comes to interactive TV. All signs point to the Mac maker introducing a new type of screen, a revamped iTunes offering, or both, in the months ahead.
Meanwhile, Netflix burned shorts after reporting a stellar Q4 and has yet to look back. Its first real try at an original series, last month's House of Cards, is a hit as consumer use of the Internet for TV viewing continues to soar. Analysts are nevertheless modeling for just $0.16 a share in Q1 earnings, 30% below the high end of Netflix's guidance range.
Are the bears right about Apple? Are today's buyers taking an unnecessary risk owning Netflix? I address both these questions and more in the video below. Please watch, and then leave a comment to let us know what you think.
Apple and Netflix are my top two stock holdings, but Motley Fool co-founder Tom Gardner recently revealed his top two stocks as well. For the names of that surprising pair of companies, just click here.