Recent pushes in GOOG and AMZN is clear evidence that loading up certain stocks is a soft spot for managers needing help to click the buy button. These two stocks in particular, as many before them, have to stretch price to accommodate all comers. GOOG oddly does not have extreme riskvalue problems but that does not mean it could not have a 150 dollar correction. CoverRisk data says GOOG is better than AAPL but on a pure dollar down basis GOOG will decline more than AAPL, it is just that more owners of AAPL will be underwater than GOOG.
IBM has cleared the worst of the riskvalue issues and has the best relative outlook.
