| WAIT | 100.100 | Ross Healy | Trade apple if S&P gets down to 1000-point area. Steam is coming out of consumer. This will be a consumer lead recession. | 2008-10-02 | |
| SELL | 109.120 | Kevin O'Leary | We are going into the consumer phase of one of its fastest growing products, the iPhone, competing against RIM and Nokia. He thinks all these names will get hurt. | 2008-10-01 | |
| BUY | 113.660 | Gordon Higgins, CA, MBA, CFA | 14x earnings is better than Rim’s 17x. | 2008-09-30 | |
| DON'T BUY | 105.260 | Paul Harris, CFA | Consumer related products and we are entering a consumer slow down. People will hold on to an existing product. Great company but you are paying a large multiple. | 2008-09-29 | |
| DON'T BUY | 169.530 | Ross Healy | Has some potential, but not a lot. Trading at about 8X book, which is not cheap. If things slow down, OUCH! It could lose half its price just like that. | 2008-08-29 | |
| DON'T BUY | 174.670 | Charles Bobrinskoy | Big multiple and too expensive for him. | 2008-08-27 | |
| HOLD | 176.790 | Paul Larson | High-quality company. Good products giving them a good competitive position. FMV is only 10% higher than the current stock price. Would consider buying a little lower down. | 2008-08-22 | |
| TOP PICK | 179.300 | Don Lato | Not cheap at 27X earnings but it continues to grow at 23% to 25% a year. There is still tons of room for them to grow. | 2008-08-13 | |
| DON'T BUY | 169.550 | Gordon Higgins, CA, MBA, CFA | This one really moves on new product launches. We have had the major launches for the year therefore there is nothing to really move the stock for the next while. Also getting new competition from Research in Motion (RIM-T). | 2008-08-08 | |
| BUY | 174.250 | Gordon Reid | Ipod 3G being introduced globally is international news. Still sees it as good value. | 2008-07-09 | |
| DON'T BUY | 168.260 | Michael Sprung | As a value investor, this is a company that sells outside his parameters. Have demonstrated that they are a formidable competitor. A lot of these stocks are selling at multiples that he would be very cautious at this point in time. | 2008-06-26 | |
| Comment | 176.840 | David Burrows | Had price momentum and beat estimates consistently. Stock has now stopped behaving the way that it should if the price was going a lot higher. IPhone is having a tougher time. Sold his holdings. | 2008-06-16 | |
| DON'T BUY | 172.370 | Norman Levine | Has been volatile. In the near term it hit a peak and looks like it wants to come down. | 2008-06-13 | |
| BUY | 180.810 | Don Lato | He holds this one primarily for the PC growth that underlines their whole business. The iPhone will be a tremendous win for the company. They've only scratched the surface. | 2008-06-11 | |
| BUY | 186.260 | Gordon Reid | Very volatile stock. Growing revenues at 30% to 35% year-over-year. Probably the best branding company in the world. At current price they are trading at 28X fiscal 09 earnings. If you buy today, you can expect that the stock price over time will mirror the organic growth of the earnings. | 2008-05-14 | |
| BUY | 169.730 | Duncan Stewart | Players like Nokia, LG and Motorola in the cell phone market are not doing that well. The 2 who are doing well are Apple (AAPL-Q) with the iPhones and this company with their Blackberry. This one is an incredibly effective media play device as well as a web browser. | 2008-04-25 | |
| DON'T BUY | 160.200 | David Baskin | (Market Call Minute.) Too trendy for him. An expensive stock. | 2008-04-22 | |
| BUY | 161.040 | David Burrows | (Market Call Minute.) Likely to provide good earnings and upside from iPhones. | 2008-04-18 | |
| SELL | 152.840 | Ron Meisels | Sold off and had quite a selloff and is now in the midst of a recovery rally and this is a good place to get out. | 2008-04-08 | |
| BUY | 129.670 | David Burrows | Technically is starting to shape up. He would buy here. | 2008-03-19 | |
| DON'T BUY | 132.820 | David Baskin | It’s understandable that this stock has fallen. The multiple was +50 times earnings, which was unsustainable. They are tremendous innovators. People get carried away with stocks like this (group- think). Still an expensive stock, won’t return to $200. | 2008-03-18 | |
| TOP PICK | 126.030 | Gordon Reid | Probably one of the world's greatest branding companies combined with a great technology company. Continues to gain market share. Mac represents about 50% of their business but iPod and iPhone, the other 50%, are doing very well. Trades at less than 20X next year's earnings. Growing revenues at 30%/35%. | 2008-03-12 | |
| Comment | 119.150 | Norman Levine | Things aren't quite as strong as they where. Everybody loved the iPhones but people are finding ways to take it off to other carriers and Apple gets nothing for that. The iPod is stumbling here a little bit. Probably has a little bit more to drop. | 2008-02-26 | |
| DON'T BUY | 124.630 | David Burrows | This one has been very good to him over the last number of years but recently got stopped out. Technically speaking, he would want to see the stock trading above $140. There has been a slowdown in the revisions of earnings estimates. | 2008-02-15 | |
| DON'T BUY | 135.360 | Mike Lyons CA, CFA | Trades at about 5X sales. Very strong balance sheet but it is a very high multiple for a consumers electronic company. | 2008-01-31 | |
| DON'T BUY | 132.180 | Laura Wallace | Very expensive stock. Came off sharply with the markets. There is some concern about the inventory levels of iPhone. Would be cautious on this one for the next couple of quarters. Would be interested at around $100. | 2008-01-30 | |
| TOP PICK | 132.180 | Gordon Reid | Numbers were really good at $1.76 versus $1.64. In addition to coming out with their earnings. On their guidance, they under promised in the market reacted negatively. Historically have always under promised but outperformed. | 2008-01-30 | |
| BUY | 159.640 | Don Lato | At $160, it is less than 25X next year's earnings. They are firing on all cylinders right now. Thinks their movie rentals will take off the same as their iTunes did. | 2008-01-16 | |
| DON'T BUY | 182.980 | David Baskin | (Market Call Minute.) Everybody loves their iPods and their iPhones. Their quality control is terrible. He thinks the stock is expensive. | 2007-12-18 | |
| DON'T BUY | 178.860 | Peter Hofstra | A great company but he has trouble with the valuation. They have done at phenomenal job with their products. They need to hit a triple to drive this stock up. At the end of the day, it is still a closed system and that is not what people want. | 2007-12-03 | |
| Comment | 182.220 | Pat Naccarato | Has liked the tech sector for a very long time. Have had a very nice run for a period of time and valuations are getting a little bit stretched but are still very attractive. | 2007-11-30 | |
| DON'T BUY | 168.850 | Brian Acker, CA | His model price is $72.30. | 2007-11-20 | |
| DON'T BUY | 168.850 | Norman Levine | It’s been a great stock. Product pipeline and execution has been phenomenal but the stock has been priced to perfection. Will probably be vulnerable in an economic weakness and slowdown. | 2007-11-20 | |
| Comment | 119.900 | Norman Levine | Has been the star of NASDAQ and the tech world and, in the long run, it still will be. The problem is it has had a big run and most of the news is out of the stock. If you're a long-term investor, you might keep it, but there could be $10-$20 of downside in the next while. | 2007-08-15 | |
| DON'T BUY | 120.560 | Paul Harris, CFA | They are an electronics manufacture not a tech company. This company makes good products, but they are too expensive right now. | 2007-06-28 | |
| SELL | 123.640 | Mark Grammer | He likes the company.
It's an innovator, it has great products, and it has very high margins because it's perceived to be high end.
The iphone won't make a big difference.
He would take profits considering the strong run the stock has had.
| 2007-06-06 | |
| BUY on WEAKNESS | 118.770 | Norman Levine | Has had a tremendous run and it may be too late to get into this one. If you want it, wait for a correction. | 2007-05-30 | |
| BUY | 109.360 | Ian Nakamoto | Consistent grower. You will be rewarded owning this one. | 2007-05-14 | |
| DON'T BUY | 99.800 | Peter Hofstra | Earnings were pretty good. Guidance was down a little. Have had great success, but their history is not won of continuing successes. Not a good entry point. | 2007-04-30 | |
| HOLD | 95.348 | Don Vialoux | Just came out with blow out earnings and broke out through its resistant point. Has had a huge run. | 2007-04-25 | |
| DON'T BUY | 91.430 | Norman Levine | New operating system Leopard has been delayed until October. Putting more effort into getting the iphone out faster. The stock is not cheap anymore. | 2007-04-16 | |
| BUY | 93.750 | Ian Nakamoto | Feels it will break through $100. Chart shows it has had a heck of a run so you can expect some volatility and treading water on the next leg up. | 2007-03-29 | |
| PAST TOP PICK | 93.960 | Brad Willock | (A Top Pick Aug 9/06. Up 48%.) Still likes. Well-positioned and make good products. | 2007-03-22 | |
| WAIT | 85.900 | David Burrows | This is one of the poster children for this market. One of those stocks that has been a leader in its sector as well as a leader in the market. Consolidating right now. Halved his position to see what happens with their new product. | 2007-02-20 | |
| DON'T BUY | 84.880 | Norman Levine | This has probably already seen its best. Feels you should worry about the concerns of the option discussions. Overpriced. | 2007-02-12 | |
| DON'T BUY | 85.550 | Hap (Robert) Sneddon FCSI | This is the stock that he could see could fall back to the $75 range which is where he would be a buyer. | 2007-01-30 | |
| DON'T BUY | 94.620 | Paul Harris, CFA | Has been a fantastic story with iPod and moving more and more towards other areas of technology. It is a high multiple for a company that has to constantly come up with new and better products. | 2007-01-15 | |
| DON'T BUY | 88.550 | Ian Ainsworth | Would be cautious about getting in at this point. Selling off his position slowly. Will continue to move on the better numbers expected via Christmas sales, but the risk is a bit of a disappointment on the I-phone. Pricey. | 2006-12-14 | |
| PAST TOP PICK | 88.750 | Brad Willock | (A Top Pick Aug 9/06. Up 39.1%.) Picked it when technology took a big dip in July. Still has a long way to go over the next several years. Not cheap. | 2006-12-11 | |
| Comment | 91.120 | John Manley | Very strong company. iPod sales and computer sales are gaining ground. Technically very strong. Had a big run up in the last 2 or 3 weeks and has been consolidating lately, which indicates there is not a lot of selling pressure. A little higher to go short term. | 2006-12-04 | |
| DON'T BUY | 89.540 | John O'Connell, CFA | Continues to exceed expectations in its marketing. Has been some talk about willingness of people to continue paying $.99 for every download song. | 2006-11-27 | |
| DON'T BUY | 80.420 | Peter Hofstra | Could possibly have an I-phone come out in the spring. Also, down the road there could be a computer where you could have more than one operating system running. If this comes true, the stock would go up quite high. Not sure if they will happen that soon. May be a little ahead of itself now. | 2006-10-30 | |
| DON'T BUY | 75.400 | John Zechner | Hard to knock them with their success of the iPod and what they've done. A lot of this has been reflected in the stock so would be cautious. The iPod is starting to get some competition. | 2006-10-16 | |
| TOP PICK | 63.590 | Brad Willock | Have a lot of cash. Expect market share to go their way a little bit. Have a whole new fleet of iPods coming later this year. | 2006-08-09 | |
| BUY | 69.590 | Ian Nakamoto | Has a particular niche and is on a roll. | 2006-08-03 | |
| HOLD | 61.928 | Norman Levine | NASDAQ in general and tech stocks in particular are looking quite dangerous here. This one has been an exception and they have a number of things going their way. Further upside, but will be quite limited. | 2006-07-25 | |
| BUY | 58.330 | Norman Levine | One of the few technology stocks that he has warm feelings for. Has the smartest management in the consumer technology area. Great products. Price is fairly reasonable. | 2006-06-13 | |
| DON'T BUY | 59.723 | David Baskin | iPods magic and at some point in time, every teenager is going to own one. However, it has a very high multiple which is difficult to justify. | 2006-06-06 | |
| DON'T BUY | 70.600 | Brian Acker, CA | Using their balance sheet and earnings estimates, this is not a mispriced asset. His model price is $41.57 which is about a 41% negative differential. | 2006-05-10 | |
| DON'T BUY | 71.140 | Gavin Graham | Has had an enormously good run but it is probably past its best. Has loads of cash. Maybe dead money for a while. The iPod’s a wonderful device that everyone loves. There is a strong possibility that this company and Disney will get together. | 2006-05-03 | |
| HOLD | 70.390 | David Burrows | Has had a great consolidation here. If it can trade $71/71.50, just a snip higher than what it is here, you can put back in your portfolio. | 2006-04-28 | |
| DON'T BUY | 65.750 | Ben Rogoff | Every time they sell and ipod, they get $1 for ipod and $3 for accessories. Has a new driver that allows Mac’s to run on Windows. Not a big believer in it. It might encourage some non-Apple users to try it. He has been taking profits. | 2006-04-24 | |
| DON'T BUY | 67.990 | Peter Hofstra | Not prepared to buy this one yet. Not sure that the ipod sales can keep growing at the rate they have. | 2006-04-11 | |
| DON'T BUY | 61.670 | Peter Hofstra | Has had a tremendous run but think it's a bit overplayed at these levels. | 2006-03-22 | |
| BUY on WEAKNESS | 64.950 | Brad Willock | The consumer electronics world is changing and a lot of the hype around it has a great deal of merit. But, you have to be wary of what you pay for it. As a lot of new products coming out which are interesting. He sells on the days when there is a spike and would buy when it drops again. Has a ways to go yet. | 2006-02-09 | |
| SELL | 75.510 | Gavin Graham | The trouble with an enormously fast growing product, the growth rate is now slowing. There is loads of cash on the balance sheet. The question is where do they go from here. Take some profits. | 2006-01-31 | |
| BUY | 75.510 | Ian Nakamoto | With this pullback, it's a good time to get in. | 2006-01-31 | |
| DON'T BUY | 75.000 | Ben Stadelmann | Have been putting out great results and the stock has reflected this. Not a contrarian and play, so not one they would be interested in. There is a question if the Chinese would start producing a product similar to the iPod. A more contrarian play would be Gateway (GTW-N) which they own. | 2006-01-30 | |
| BUY | 72.330 | Ian Ainsworth | After selling his holdings in the mid-$70’s the is starting to buy back once more. Changing its business format to almost an entertainment company. It dominates the MP3 players and the iPods and gives them a platform to deliver content. | 2006-01-26 | |
| DON'T BUY | 84.710 | Brian Acker, CA | This is one of the largest mistakes in judgement that he sees in the marketplace. His model price is $38.74 which is a negative 55% differential. | 2006-01-17 | |
| SELL | 84.291 | Peter Hofstra | Everything that has driven it recently has been the iPod. A wonderful product but not a wonderful stock at this point. The recording on iPod sales spilling over into Mac sales and this is not happening to the extent that they had hoped for. Starting to see a lot more competition. | 2006-01-12 | |
| DON'T BUY | 76.050 | Paul Harris, CFA | From a valuation perspective, there is a lot of good news implied in the stock based on new products coming out that they have to deliver on. Highly valued at this time. | 2006-01-09 | |
| TOP PICK | 61.540 | David Burrows | Feels the market is focusing on them for their iPods and great computers. Feels their longer term theme is to become the digital hub of the home. Have some Intel based computers that are going to come in January/February which will present more significant upside. Also likes their iTunes software that they put out is now selling video content. | 2005-11-11 | |
| PAST TOP PICK | 57.030 | David Burrows | (A Top Pick Aug 25/05. Up 22%.) This story has momentum. | 2005-10-26 | |
| TOP PICK | 46.060 | David Burrows | Watched some growth stocks starting to perform well and this one immediately broke out to new highs. The leader in the growth part of the market. Have new products to be launched over the next 12 months. | 2005-08-25 | |
| DON'T BUY | 41.040 | Mark Jackson, CFA | On the valuation side, it looks extremely rich, priced to perfection. Trades in the range of 60 X earnings. Concensus is around $0.24/$0.25 today. Analysts have been upping their numbers, but even at $1 it's 40 X. | 2005-04-13 | |
| DON'T BUY | 41.040 | Norman Levine | Earnings came in better than expected but the stock sold off on the news. That's a very negative thing to happen, not just for the stock, but all technology stocks on NASDAQ. It's signalling that something is not right. | 2005-04-13 | |
| BUY | 41.750 | Danny Tomka | The key is Apple software and the functionality driving it. Feels there is upside in market share of PC's and laptops. They have roughly 1% and feels it can be driven higher. | 2005-03-29 | |
| DON'T BUY | 42.530 | Paul Harris, CFA | Trades at close to 60 X earnings which is very expensive for an electronics company. Really driven by the i-pod which is the taste of the day. | 2005-03-28 | |
| DON'T BUY | 40.320 | David Burrows | The weakness in the NASDAQ and the weakness in the sector has pulled it back. Although the fundamentals are very good, there is a risk of a technical correction at this time. | 2005-03-14 | |
| PAST TOP PICK | 39.350 | Michael Smedley | Ipod is an amazing addition, which causes a halo effect on the company. Still holding | 2005-03-09 | |
| DON'T BUY | 44.500 | Laura Wallace | Success of Ipod had shown great growths. Risks may be that Ipod sales slow due to fashion. | 2005-02-28 | |
| TOP PICK | 88.230 | Michael Smedley | Has just hit the sweet spot. The iPod has absolutely taken over. Has got mileage. | 2005-02-23 | |
| DON'T BUY | 86.810 | Peter Hofstra | History of free cash flow and return on equity is what tells you if a stock is good to own. Microsoft (MSFT-Q) outperforms Apple both in stock and underlying value. After their success with the iPod their revenue level is back to roughly where it was 10 years ago. Also, their net income is lower than where it was 10 years ago. | 2005-02-21 | |
| BUY | 88.410 | David Burrows | A poster child for a great business. Continued expectations from an earnings standpoint which the company keeps beating handily. There's been an acceleration in the growth rate from both revenue and earnings. | 2005-02-15 | |
| BUY on WEAKNESS | 70.460 | Ian Ainsworth | Apple has really transformed itself. The multiple is pretty high, so wait for a dip before buying. It has momentum and the market loves momentum. | 2005-01-20 | |
| TOP PICK | 69.880 | Michael Smedley | Feels that everything is absolutely falling into place for the time being. Has all the extra products, extra usage by others. Could see a double from here. | 2005-01-19 | |
| DON'T BUY | 70.650 | Brian Acker, CA | Taking into account their balance sheet and earnings ($1.53 for Sept/05 and $1.89) plus interest rates, they arrive at a model price of $34. You are paying a lot for the growth. | 2005-01-18 | |
| BUY | 65.150 | David Burrows | The iPod is doing particularily well. Analysts, quarter after quarter, are underestimating the strength of the sales. Also, people buying iPods are migrating to the Apple base computers. | 2004-12-10 | |
| TOP PICK | 64.550 | Roger McNamee | He is focused on technology and the consumer side of technology. Extrordinary nature of today's consumer market where people can adopt technology overnight. | 2004-11-26 | |
| DON'T BUY | 54.750 | Brad Willock | Their market share of computers is less than 2%. The iPod has made the difference. Expensive. Has a lot of cash. | 2004-11-10 | |
| TOP PICK | 35.660 | David Burrows | Has bucked the trend of falling tech stocks. I-pod and the new 3rd generation I-Mac computer are 2 great products. | 2004-09-02 | |
| WEAK BUY | 30.710 | Reza Samahin | Very cheap. It needs to get itself out of a niche market. Good evalution. | 2004-08-19 | |
| BUY | 32.340 | Brian Milner | Doing quite well with the i-pod. | 2004-07-30 | |
| DON'T BUY | 32.270 | John Sinkins, CFA | Has been a good performer this year. Can't keep up with the demand for the i-pods. A very expensive stock. Sales will have to continue to keep their multiple of 50 X up. | 2004-07-28 | |
| DON'T BUY | 30.740 | Brad Willock | Has a huge following. Expensive now. | 2004-06-11 | |
| TOP PICK | 27.500 | John Kim | Ipods are in strong demand. Sales are expected to increase from one million to 3 million. | 2004-04-09 | |
| DON'T BUY | 27.830 | Ian Nakamoto | A very innovative company. The Ipod and the Imusic are really driving the revenues. Short-term looks good but not sure where it fits in with PCs for the long term. | 2004-04-06 | |
| DON'T BUY | 27.890 | David Burrows | Weakness in tech world. Hold the stock. Dont buy | 2004-03-31 | |
| DON'T BUY | 23.000 | Brad Willock | Extremely small player. Excellent products. It's not a bad company. There are better companies. | 2004-02-10 | |
Experts that have talked about Apple
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