Shares of Apple (NASDAQ: AAPL) and International Business Machines (NYSE: IBM) have performed well over the past year, both up about 40% following periods of underperformance. Apple, after reporting three consecutive quarters of sales declines, finally broke out of its funk last month when it reported solid, albeit muddled, holiday quarter results. IBM, after years of earnings declines, expects to return to growth on a per-share basis this year.