STOCKCHASE

Gone up a lot but a little tough to step into at this point. Speculation that they may come out with dividend or share buy back, which would be pretty positive. Question is if they can maintain their dominant presence in the hand-held market.

2012-02-07

TOP PICK

455.120

Blockbuster earnings. Appreciated after earnings but not to the extent that the earnings were a surprise. Their domination is not being threatened and they have lots of room for growth.

2012-02-02

BUY

444.630

Trading at 11X earnings. $97 billion in cash. Long-term growth rate is still in the very high teens.

2012-01-26

DON'T BUY

446.660

Peter Brieger

Remarkable story. Attributes the boost in sales to Steve Jobs death. He thinks there was a collective moment worldwide where everyone said that they had to go buy an Apple. It was such a huge global story. He won’t chance it here unless it pulls back.

2012-01-25

WEAK BUY

421.390

Laura Wallace

Thinks it needs to pause at these levels. Stock might be a little a head of itself. But you pay for perfection.

2012-01-12

BUY

422.550

Recently touched an all time high. You want to own it. Don’t get too cute about where you buy it. Inexpensive valuation in that earnings have grown so quickly that it just keeps getting more attractive. No debt and $100 a share in cash by the end of 2012. Probably his favourite pick of all. iTV will take this stock to might higher levels and without it it still has a long way to run.

2012-01-11

WAIT

413.440

Brian Acker, CA

This one is in line with his model price of $385.50. Even looking out a year, his model price is $425. If you are a trader and if the market got hit with any sort of correction $345 would be an absolute bargain.

2012-01-04

TOP PICK

396.445

Richard Croft

(A Top Pick Oct 1/10. Up 40.01%) Bullish Put Spread. On the premise that the stock could be above $420 by the end of 2012, he will Sell a January/13 Put at $420 but Buy a January/13 Put at $380 in order to hedge the downside. They are talking about doing a dividend next year, which would do wonders for the stock price. The risk would be $40 and the gain $20. He suspects it will be above $420 and both options will expire worthless.

2011-12-21

TOP PICK

380.190

Growing at about 30%-35% and trading at about 10X earnings. Expect they will have $35 as share in earnings in 2012.

2011-12-14

TOP PICK

390.660

Randall Abramson

IPhone is biggest part of business. It’s cheap – 7 x earnings. 14% earnings yield. $100 a share of cash. War chest. $42 a share of free cash flow. Refresh in iPad and iPhone.

2011-12-08

TOP PICK

376.120

Mike S. Newton, CIM FCSI

Stock is sitting right on the moving average. Doesn't think you will be able to get it at this price again. They're now accepting the Chinese Yuan for purchase in the China stores.

2011-11-28

BUY

366.990

He is continuing to buy this one for new clients. It has hit the hit the 200 day moving average, which is when you might want to get into it. Trading around 10-11 times forward earnings, which is cheaper on a valuation basis than it was 12 and 24 months ago.

2011-11-24

STRONG BUY

366.990

Fundamentally are doing wonderful things. Have no debt. 85 billion in cash. Will probably earn $35 a share. 10 multiple on a stock on a company that's growing their multiples 25-25% conservatively. Have very low share of the market in computer business so lots of upside.

2011-11-23

WAIT

377.410

Ross Healy

Stock has been in very solid, wide swinging uptrend. He has a technical target of $320, which is 4X Book Value, which has been a pretty reliable point where this company has changed direction.

2011-11-17

Comment

377.410

Charles Lannon

Pretty inexpensive but it has a couple of problems. For the stock to go up just 10%, it needs 36 billion of new investment to go into it.

2011-11-17

PAST TOP PICK

405.770

(Top Pick Oct 20/10, Up 30.47%) Valuation is still pretty reasonable. Earnings grew 52% year over year.

2011-10-24

DON'T BUY

395.310

Thinks this is a crowded trade right now and everybody is into this one. Looks cheap on a valuation basis but with the change in management, who knows. Would like to see them pay a dividend and buy back shares. Doesn't seem much more growth in the stock.

2011-10-20

BUY

398.620

Missed earnings for first time since ’04. Continues to like it. The street overshot what they predicted in terms of estimates. Looks at it as a buying opportunity.

2011-10-19

BUY

422.000

Jeff Parent B. Eng. FCSI

Incredible stock. Chart shows a sideways motion early this year, followed by a breakout, followed by another sideways move, followed by another breakout. Could probably go up another $10-$20 easily.

2011-10-14

HOLD

369.800

Don Vialoux

Seasonal strength is normally from the 2nd week of October right through until January 12th. 200 day moving average is the key for this one. Buy when it gets close to that mark.

2011-10-07

TOP PICK

384.620

Mike S. Newton, CIM FCSI

Surveys suggest high response rate to buying an iPhone 5. Loves what is in store for apple during the next 3 months. Has a really strong lead that is going to be hard for people to catch up on.

2011-09-13

TOP PICK

384.830

With Steve Jobs stepping down, there is a greater possibility they will utilize their cash. Operations are in great hands. One never knows why or whether the innovation will continue. We are all guessing. You have to watch this and every other company to see if the innovation continues. They have done a wonderful job and are trading at a very reasonable multiple.

2011-08-31

TOP PICK

356.440

Chyanne Fickes

Trading at a very low valuation compared with its growth rate. They just keep beating on expectations. Created a $20 billion market out of nothing from their tablet.

2011-08-22

TOP PICK

383.410

(A Top Pick Aug 11/10. Up 52.95%.) One of the best quality companies in North America. Growth prospects are looking at 30%-35% in earnings. Trading at 12X earnings and if you strip out the cash, it is less than 10X. Very cheap.

2011-08-15

WEAK BUY

374.010

Tricky. Looks very cheap on paper. Trade at about 10X earnings ex-cash but you have to appreciate that it has to come up with innovative and new products all the time to continue generating those significant earnings and higher margins. Becoming more competitive.

2011-08-09

HOLD

388.910

There are big expectations built into this company, but she finds that if you watch the charts, there are certain technical Buy points. 200 day is a good support level.

2011-08-02

BUY on WEAKNESS

386.900

Now is not a entry point for this stock. Currently it is very overbought. It will come back so try to buy at $352.

2011-07-20

PAST TOP PICK

325.300

(A Top Pick Oct 15/20. Up 0.18%.) Not expensive. Appears the product cycle is to extend it with new products.

2011-06-21

DON'T BUY

325.160

David Baskin

An expensive stock, but on the other hand, they execute very well. Constantly innovating, improving and bringing out new devices. Believes you are paying a lot for its popularity.

2011-06-16

HOLD

326.600

John Zechner

In the top position in one of the fastest growing areas and one of the best industries out there. What they are doing on the Cloud now should enhance their #1 position. Cheap at 13X earnings. Over $60 billion in cash on the balance sheet.

2011-06-13

HOLD

325.900

Fantastic company, wouldn’t bet against it. Huge consumer following. Not an expensive stock.

2011-06-10

PAST TOP PICK

345.510

(A Top Pick June 16/10. Up 30.15%.) Better value today then it was in 2006. Still likes.

2011-06-01

Comment

332.190

10 Calls strike 300 for July for $71 and I’m losing. What should I do? Presume you were long Apple and Short the Calls and kept getting called out and then reversed your direction. Should continue what you were doing initially. He just wrote Apple this month and gets 2% a month just to write Calls at the money. Do not Buy options, always be a seller.

2011-05-24

BUY

339.870

A long term favourite. Continues to hit on all cylinders. Steve Jobs's health is a concern, but maybe things he is stubborn on can get done now and could be a good thing. Weakness is coming from NASDAQ re-weighting that happened earlier this month. A great entry point.

2011-05-18

DON'T BUY

348.200

Brendan Caldwell

75% or more of its products didn’t exist 5 years ago. It’s a company that constantly has to reinvent itself. Concerned about Steve Job’s health. Has had a good run but there are others in the technology sector to make money on.

2011-05-03

WAIT

348.200

Much loved company but doesn’t disappoint. All the tech stocks are trading at cheap valuations. One of the fastest growing and most cash rich companies in the world. They have to do something with that cash. People will get fed up with the share price dragging along. He is waiting for a big price drop to get in.

2011-05-03

BUY on WEAKNESS

346.280

On her watch list but would like to buy it a little lower down, perhaps 5% on a pull back. Nice play on the smart phone market. Their phones are doing very well. Shipments have been very strong and this is their highest margin business. Steve Jobs is an important component of the company and there are concerns on his health.

2011-05-02

BUY

350.150

Not an expensive stock. When you look at the company’s metrics, they’ll probably earn around $23 this year and $29 next. Have $65 a share in cash. Taking the cash off the share price, it is trading at only about 12X earnings.

2011-04-27

HOLD

337.860

Peter Brieger

Very different market from Research In Motion (RIM-T). This is more consumer oriented. Nothing wrong with holding shares of each as they are 2 very separate markets.

2011-04-19

Comment

330.800

Thinks it got nailed because it got to big for the NASDAQ, so they’re repositioning the index and Microsoft (MSFT-Q) and Cisco (CSCO-Q) have been the beneficiaries. Fundamentals of the stock have not changed. Not a sector for the faint of heart but this one has a lot of value and could have $90 a share in cash by ear end.

2011-04-11

TOP PICK

338.040

Growing 30%-35% annually and trading at 14-15 times earnings. If you strip out the cash, it trades at about 12X earnings. Growth will continue with a lot of new products coming out.

2011-04-06

PAST TOP PICK

348.630

(Top Pick Mar 22/10, Up 55.16%) and short Power Shares QQQ Down 20.48%. Apple had a lot of catalysts and would have superior earnings growth and outperform the NASDAQ. He shorted the tech market. He edged out the market and just profited on the earnings.

2011-03-30

DON'T BUY

350.440

Mohsin Bashir

Have the ability to innovate and develop a product that effectively created its own market. A little too rich at this time.

2011-03-28

DON'T BUY

339.190

Brian Acker, CA

Model price is $260. Down 22% from where it is now. If you are a growth manager, maybe.

2011-03-23

HOLD

330.670

Don Vialoux

Look at the longer term – it is an upward trend. This is one of the strongest stocks in the tech sector. Seasonality is not there this time of year. This company keeps coming up with new products/services. He would make an exception and you should continue to hold it. Stick with the medium term indicators, which say to hold. It’s going to take some time to break through the overhead resistance.

2011-03-18

TOP PICK

334.640

Still seeing nice valuation – still compelling. 14x earnings on a forward basis. Long-term growth forecast of over 20% on an annualized basis. PE is where it was 2 years ago. One of the risks is supply chain interruption from Japan. Historically these things are very temporary.

2011-03-17

Comment

353.210

Norman Levine

He is a value investor and it is hard to view this one as a value stock. His question is, what is Apple without Steve Jobs. Is it still a great company because it has great products and great people or is Steve Jobs the genius behind this? If he is no longer there permanently, does it rest on its laurels for a while and then start to fade away? Great unknown. Too much uncertainty.

2011-02-28

PAST TOP PICK

338.610

(Top Pick Feb 10/10, Up 73%) Continues to like it. Good entry point based on rumours. It would be very unusual for them to experience a product release delay. It’s the greatest growth company out there.

2011-02-22

TOP PICK

356.850

Richard Croft

Buy July $355 calls. This is a bet that the trend in Apple will continue. Premiums on options for this stock are not terribly expensive (don’t pay more than $25). If the stock hits $400, which he thinks it will, you’ll double you money. If the stock drops, the most you can lose is the cost of the Call.

2011-02-11

PAST TOP PICK

344.320

(A Top Pick Feb 17/10. Up 70.13%.) In spite of Steve Jobs illness, they have very capable people and will continue to move ahead. Trading at a very attractive multiple. Could see the stock tripling in 5 years.

2011-02-02

PAST TOP PICK

344.420

(A Top Pick Feb 10/10. Up 75.1%.) Reporting earnings on Jan 18 and expecting them to be outstanding. Trading at only about 15X next year’s earnings. Still a Buy.

2011-01-12

SELL ON STRENGTH

342.455

Ian Ainsworth

Worth more than any other company in the world. Will continue to do well this year and into next year. Will see very stiff competition from the Android. At some point prices will come down but he is not worried.

2011-01-10

BUY

331.290

Jeff Parent B. Eng. FCSI

In a nice upward trend and seems to be holding quite steady. There’s still a lot of room for them to grow.

2011-01-04

BUY

320.360

Has a tremendous amount of potential. Expecting it will have earnings of $22 in 2011.

2010-12-15

Comment

316.870

As a value investor and between RIM (RIM-T) and Apple (AAPL-Q) her preference is Rim. Apple has done incredibly well but trades at a much higher multiple. Positive on the smart phone market overall.

2010-11-29

BUY

318.030

Share price has risen quickly but earnings have grown just as fast if not faster. Wonderful opportunities into the future.

2010-11-10

DON'T BUY

312.800

Mike Lyons CA, CFA

Great company with great products but a great valuation. It is difficult to earn enough money to justify that evaluation consistently. Has trouble pulling the buy trigger. Companies that don't pay dividends frustrates him.

2010-11-03

HOLD

304.180

Brooke Thackray

Has been a little weaker recently. Surprised him. Some consolidation at the 250 level and then the break out. He would look for it to hang around in this area. Apple does well at this time – kids gifts, etc. Peak in January because of the consumer electronics show. Formed a support line and look for it to come down. Look to take profits in the new year.

2010-11-01

TOP PICK

310.530

Thinks it’s a better value at $300 than when he bought it at $65, after which they have 7x the earnings and price is up only 5x. Mac is very strong, couldn’t supply enough iPhones, the iPad did well. They are doing very well. Revenue is up year over year by 87%. This is a bigger pie story. Technology is moving at such a rate that anything that provides more information and more mobility is growing at a much faster rate than the economy.

2010-10-20

BUY

318.000

David Baskin

Earnings today brought stock down 5% after the bell. It is trading at less than 20 times earnings with a tremendous growth rate. It’s possible for it to go to $400 if tech stock multiples expand.

2010-10-18

TOP PICK

314.740

Best brand name globally. Have $50 in cash per share. Will deliver 20%-25% earnings growth next year. Expects it will go to $350-$400.

2010-10-15

BUY

314.740

Steven Conville

Suggests a stop loss if it continues to run.

2010-10-15

PAST TOP PICK

302.310

(A Top Pick Oct 21/09. Up 47%.) Still a very cheap stock. Reporting earnings Monday and he expects them to blow the numbers away. Short-term target of $325.

2010-10-14

Comment

289.190

Norman Levine

Will cannibalize the PC market with the iPAD, especially the low-end notebook market. Not a value stock so he is not interested.

2010-10-06

Comment

288.940

Have had great success in innovating and coming up with new leading edge products. $26 a share net cash on the balance sheet and trades at about 17X earnings. The time to buy this stock would be on a pull back in the market.

2010-10-05

SELL

283.750

Jim Huang

(Market Call Minute.) If you believe it can continue to be a leader in fashion electronics, you can buy. He thinks they are priced to perfection.

2010-09-30

Comment

291.164

Mike S. Newton, CIM FCSI

In the last 3 weeks, has added $28 billion in market cap. That's more than the $17 billion they earned in 06, 07, 08 and 09. Thinks it is expensive. Got stopped out of his position.

2010-09-27

PAST TOP PICK

262.920

(A Top Pick Oct 21/09. Up 25.81%.) Still a Buy. One of the cheapest stocks out there.

2010-09-08

TOP PICK

250.190

(A Top Pick Aug 5/09. Up 52.2%.) Back-to-school season has always been there 2nd biggest quarter after the Christmas quarter. Especially this year with new products such as iPad. Most of the iphone and iPad revenues will hit this quarter.

2010-08-11

Comment

262.980

Ian Ainsworth

2nd biggest company in the world after Exxon but there is still room for it to grow. Has trimmed his holdings slightly as he wonders about the valuation.

2010-08-04

TOP PICK

254.240

Hap (Robert) Sneddon FCSI

(A Top Pick Aug 5/09. Up 52.56%.) Reported strong numbers across all measures. Have $50 a share in cash. Sees $17-$18 a share in earnings next year so you are trading at only 12X earnings.

2010-07-21

DON'T BUY

258.090

This is a stock that he might be interested in taking a Short position on. He would be more interested in this below $241 before he Shorts. There is resistance at $276.

2010-07-08

BUY

246.940

Greg A. Taylor, CFA, BBA

One of the few companies that is actually working in this environment. Great company and hard to question anything they do. Haven't had a product stumble over the last few years but there is some question with the iPhone 4 launch. Perfect balance sheet with $40 billion in cash. Trading at 20X next year's earnings.

2010-07-05

HOLD

251.530

Mark Grammer

Had a fantastic run over the last couple of years so it may be due for a pause. R&D as a percentage of sales is the lowest you will find in techs. Margins are phenomenal. Fantastic return on capital. Have a huge scope for growth as mind share is 30% but actual market share is only 10%. Would buy a $200 but lighten up at $300.

2010-06-30

BUY on WEAKNESS

271.870

Great company with a very diversified product mix. iPad is doing well and iPhone is expected to do very well. 18%-20% long-term earnings growth estimates. Would prefer at $250.

2010-06-17

TOP PICK

267.250

Expect they will earn $17 a share next year and have $40 a share in cash so is trading at 13X earnings. Selling far more iPads than analysts expected. Half of their revenue this year will come from products that didn't exist 4 years ago.

2010-06-16

DON'T BUY

254.280

Too highly valued for him at 22X PE and 19X forward earnings. Would prefer at 15X or less.

2010-06-14

Comment

254.280

Richard Croft

This is had a big run. If you are bullish on this company, Calls are not overly expensive so it is not a bad trade. If you own the stock, you could write Covered Calls and Sell Puts if you want to own more shares.

2010-06-14

PAST TOP PICK

263.120

Wrote covered call (Top Pick May 4/10, Up 1.72% plus option premium)

2010-06-03

DON'T BUY

248.340

Paul Harris, CFA

Great story but one of the problems he has is that it is a highly valued stock, which everybody loves and analysts keep pushing up earnings estimates. You are paying a very high multiple for basically an electronics company. Priced for perfection. Pricing may come down on their products.

2010-05-19

STRONG BUY

262.090

Wonderful company and a great stock. If you look at the earnings growth progression, they continually beat estimates and are coming out with new products. Almost $40 a share in cash and almost no debt.

2010-05-12

TOP PICK

258.680

Everything is working. iPhone, iTablet, iPod and their computer market share is increasing. This is the bellwether stock in the market.

2010-05-04

BUY on WEAKNESS

266.350

Steven Conville

(Market Call Minute.) Great growth name. May be at its near-term high so would be careful buying at these levels. Try to buy at $30-$40 cheaper.

2010-05-03

BUY

259.220

Thinks they will earn $14 a share. A great stock. Hitting on all cylinders. iPad and iPhone sales have been doing very well.

2010-04-21

Comment

244.590

30-40 times earnings multiple is too expensive for him.

2010-04-20

BUY on WEAKNESS

248.920

Peter Brieger

US stocks with the US$ going down? You want to have an extra 10% return to cover potential currency loss. This one has had a great move and there could be a retreat in the share price.

2010-04-15

BUY

245.690

Has been a great stock. One of the cheapest stocks he owns, even at these levels. Should have a lot more upside. They have $45 a share in cash.

2010-04-14

Comment

242.430

David Taylor, MBA, CFA

Prefers RIM (RIM-T). If he owned Apple, he would be tempted to Sell it and buy RIM. Would consider shorting Apple and going Long Rim.

2010-04-13

HOLD

239.540

Norman Levine

As a value investor he wouldn't own this. Just came out with the iPad and the stock ran up on the expectations but hasn't moved much since. Still early to know if their sales are going to continue as strong. Great company.

2010-04-06

TOP PICK

224.750

A pairs trade going Long Apple (AAPL-Q) and Short Power Share QQQQQ (QQQQ-Q). Trying to avoid market risk. Not bullish on S&P as it approaches $1200.

2010-03-22

TOP PICK

202.550

Phenomenal branding machine. Even though it tripled in price since he bought, it is a better buy today because the earning power is so much more this year. The Ipad will be gravy.

2010-02-17

TOP PICK

195.116

If you strip out the $43 in cash, it is actually trading at 13X Sept/2011 earnings. Arguably one of the cheapest stocks on the board. Dominant in their space.

2010-02-10

PAST TOP PICK

192.050

(A Top Pick June 19/09. Up 38%.) Still likes. Thinks the new iPad will help them gather steam. 12 straight quarters of positive earnings. Trading at 17X forward earnings. Still undervalued.

2010-02-04

BUY

194.730

John Zechner

Wouldn't count a lot on the iPad. Ultimately you can’t be sure it is the success that you saw from the iPhone and particularly the iPod. Company has a lot of in-growth going for it. Buy and put it away, don't try to trade it and in a couple of years you will be higher.

2010-02-01

BUY

205.940

Charles Lannon

Fairly valued at these levels. The success has been about revenue growth and gross margin expansion. Yesterday’s release showed a slip in gross margin growth. If you see this happen repeatedly, the stock could slip. The key to go from here is to show they can maintain those margins.

2010-01-26

BUY on WEAKNESS

210.110

Stock has had a very good run and is trading at a much higher multiple than RIM (RIM-T). Would wait for a hiccup.

2010-01-11

BUY

195.430

Philip Doyle

On a fundamental basis he sees RIM (RIM-T) and Apple (AAPL-Q) as good companies. Smart phones are an area of growth globally. Of the 2 he feels RIM is more fairly valued.

2009-12-18

PAST TOP PICK

191.860

(A Top Pick June 19/09. Up 38.1%.) Brand name for the iPhone and iPod are dominant. A catalyst coming up will be the Tablet in 2010.

2009-12-17

PAST TOP PICK

197.800