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Compiling comments that experts make about stocks while on public TV.

Apple Stock Symbol: AAPL-Q

Notes:PC Mnfctr

Last Price Recorded: $106.8200 on 2016-08-29

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Date Signal Expert Opinion Price
2016-08-26 COMMENT Stan Wong

(Market Call Minute.) Sold his holdings a few weeks ago. With the iPhone being 2/3 of its sales and slowing sales is a bit of a concern for him.


Price:
$106.940
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
No
2016-08-25 PAST TOP PICK Kash Pashootan

(Top Pick Aug 14/15, Down 5.73%) They are heading into a product refresh cycle.  Apple is a different company today.  It is more developed today. 


Price:
$107.570
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2016-08-25 TOP PICK Kash Pashootan

It is a cash cow without innovation.  They will refresh many of their products.  They need to gain traction in emerging markets with their iPhone. 


Price:
$107.570
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2016-08-23 COMMENT Zachary Curry

He is constructive on this company. There have been questions on the refresh cycle going forward, but he is comfortable with that. The new phone coming out will be good. If there is not a rush to it, there will be a gradual type of refresh cycle. He is positive on their move to their eco system.


Price:
$108.850
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-08-22 WATCH John Burke

He argues all the time within his company about this. He doesn't like it while others like it because they are such an iconic company.  They've been good about product innovation.  Expensive considering profit margin.  Watch iPhone sales in the fall.


Price:
$108.510
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Unknown
2016-08-17 PAST TOP PICK Colin Stewart

(A Top Pick Sept 3/15. Up 0.58%.) Still owns a modest size position in this. There is a lot of controversy, but at the end of the day, it is a great branded company, and people love their products and continue to buy them. This is trading for less than 10X earnings ex-cash, so is very cheap relative to the market. Has a huge amount of cash on its balance sheet. Over time, there are all kinds of opportunities for the company to get involved in the connected car, software as a service, data storage, etc.


Price:
$109.220
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
CAUTIOUS
Owned:
Yes
2016-08-17 PAST TOP PICK Bruce Tatters

(A Top Pick Sept 22/15. Down 1.63%.) For the last year this has been a value trap. Concerns have been on smart phones and where we are in the cycle for them. Leading experts in the field suggest that the growth is not over, but has been dramatically slowing. Despite this company’s really, really tough problem this year, it has really been more of a comparison, because the prior years’ iPhone cycle was so strong. The new iPhone coming out is not expected to be that exciting. Valuation is so ridiculously cheap. No one ever gives it the value for its $230 billion of cash.


Price:
$109.220
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-08-16 COMMENT Andrew Pink

He likes the company, although he sold his holdings recently. You are really just watching for the quarters and the next iPhone release and how much it is going to sell. You can get into some volatile quarters. The dividend is very safe as the company has a lot of cash.


Price:
$109.380
Subject:
INCOME STRATEGY (Divs, Fixed & Preferreds)
Bias:
UNKNOWN
Owned:
Yes
2016-08-16 COMMENT Christine Poole

Very attractively valued, and have a lot of cash, so it is a very safe balance sheet. The question is on its growth going forward. Product innovation is very important for a consumer products company. They have a new phone coming out in the fall, which will likely generate some demand. The weakness has been in their international markets, which is where most of their growth comes from. With the costs of their phones in the slowdown in some of those economies, demand has been softer. You could probably step in.


Price:
$109.380
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-08-15 BUY John Zechner

(Market Call Minute.) Thinks the IOS ecosystem is a win.


Price:
$109.480
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-08-08 BUY David Baskin

The street gets overly focused on iPhone sales from quarter to quarter.  Apple also has a big cloud business.  There will be a big conversion to the iPhone 7 when it comes out, but don’t wait till then.


Price:
$108.370
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2016-08-04 BUY Paul Harris, CFA

Not an expensive stock, trading at 11X earnings. They have so much cash that they don’t know what to do with it. Has a big buyback going on, and they can certainly increase the dividend a lot more. The risk is that a lot of their revenue comes from one product. You are not going to see the massive growth that you have seen in previous years. Dividend yield of 2.15%, which could easily be put up to 3%.


Price:
$105.870
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Yes
2016-08-03 PAST TOP PICK Gordon Reid

(A Top Pick Aug 26/15. Down 2.3%.) After the latest quarter, the obituary has been retracted for now. This is a company and a stock that everyone has an opinion on. It is a highly bifurcated view in that they really love it, or don’t like it at all. You have to remember that this is a company that has been adopted by a great many people as their way of adopting the mobile experience. Thinks that iPhone 7 coming this fall, will be very, very successful. Valuation is extremely attractive, 30% of their market capitalization is in cash, and it is trading at a single digit multiple.


Price:
$105.790
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2016-07-25 DON'T BUY Norman Levine

Everyone is in love with it because of what it did in the past.  There have been only moderate innovations since Steve Jobs passed away.  He does not see where future growth is going to come from.


Price:
$97.340
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-07-22 BUY John Zechner

(Market Call Minute.) He likes this. The IOS ecosystem has so much more value. It’s cheap.


Price:
$98.660
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-07-18 PAST TOP PICK Kash Pashootan

(A Top Pick Aug 14/15. Down 12.54%.) This has struggled over the last year, but he still likes the name, and is buying it. Has a lot of cash. The best they can do is to beef up the dividend to 3%-3.5%.


Price:
$99.830
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2016-07-13 BUY Bruce Murray

Warren Buffet Bought it.  They own the ecosystem of phone and iPad and so on.  Even if it is a consumer products company you only need 15 times PE to reach their target.  They think it will be more of a trading stock.  An Apple Car would signify a new growth phase. 


Price:
$96.870
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-07-12 COMMENT Christine Poole

The stock has been pulling back. Smart phone penetration in developed markets is already very high. In the emerging markets, where there is more competition, there are very little phone subsidies. Their phones are quite expensive, so they are not seeing the pickup in demand there. Next quarter might be a bit soft. The catalyst may be when their new phone comes out next year. This is transitioning from a growth company to more of a value stock.


Price:
$97.420
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-07-07 BUY Liz Miller

Temporarily broken or contrarian.  She loves it below $100.  You have a very solid company.


Price:
$95.940
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2016-07-04 HOLD Jason Del Vicario

He got stopped out of it.  They have a high ROE.  He worries about how much further they can grow.  It is going to be a challenge to continue growing at the old rate.  Own them with a stop price in mind.  He does not own them based on technicals.


Price:
$95.890
Subject:
NORTH AMERICAN (GROWTH)
Bias:
SELECTIVE
Owned:
Unknown
2016-06-28 COMMENT Jim McGovern

Has this as a Short. Their products are fabulous, but the bottom line is that the iPhone is everything to them, and it is in decline. Trading roughly at around 10X. Expects the stock to fall 10%-15% from here.


Price:
$93.590
Subject:
NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-06-24 BUY Barry Schwartz

Much cheaper than it was a few days ago, so you can absolutely buy it here. If you are waiting for a selloff, this is it.


Price:
$93.400
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-06-23 COMMENT Stan Wong

Sold his holdings recently at about $100. Over the last little while, has realized that iPhone sales growth is starting to wane a little. Representing 2/3 of the revenues, he believes that is a bit of an issue. Valuation wise it is still very cheap, trading at around 10 or 11 times forward earnings. Has lots of cash on the books and paying a dividend, but thinks penetration in China is not as strong as people had hoped. Also, on the next iteration of iPhones, are people going to line up and is it going to be as successful as the previous ones.


Price:
$96.100
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
No
2016-06-23 PAST TOP PICK Stan Wong

(A Top Pick June 25/15. Down 23.08%.) He is concerned with the lack of new product and the lack of change with the iPhone. It is being reported that the new iPhone is not very different than the current iPhone. Also, feels penetration in China isn’t as strong as they had hoped.


Price:
$96.100
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
No
2016-06-22 TOP PICK Kash Pashootan

At these levels, this is a value play. We have become accustomed to thinking of this as a mega-growth story, but a lot has changed over the last few years. They’ve grown considerably in terms of their market share. When you have grown market share as quickly as they have, you are not really a growth story the way that you used to be, you are much more of a mature business. Feels it has to go through a PR exercise of communicating that to the market. One good way of doing that would be by beefing up the dividend. Dividend yield of 2.36%.


Price:
$95.550
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-21 COMMENT Mohsin Bashir

A bit conflicted on this. It is a business that is finding its way into being a mature technology company. Most mature technology companies don’t get attributed with a very high multiple on a PE basis. They have oodles of cash on their balance sheet. Have started a program of paying a dividend and increasing it. However, what is lacking is their ability to innovate the way they once did. You’ll probably have to be patient with this. Prefers others.


Price:
$95.910
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-06-20 HOLD John Zechner

Thinks the Bears have it wrong on this company. The company will survive even if they had to keep selling 50 million iPhones every quarter. What is being missed is the IOS, their software ecosystem where there are probably 1 billion users worldwide right now. They are generating applications and uses of recurring revenue. 


Price:
$95.100
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-06-16 COMMENT Paul Harris, CFA

Not an expensive stock. If you take out the cash, they trade at about 8X earnings. They could increase their dividend a lot more as they have a lot of cash to do that. The trouble is, people see it as a one product stock, the iPhone, and they don’t get a substantial amount of revenue from their service side. They have to move past their phone.


Price:
$97.550
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-06-14 COMMENT David Burrows

This has a history of innovation. He is watching this one very closely because they are coming in to a new product cycle, making it interesting.


Price:
$97.460
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-06-13 BUY Erin Gibbs

This has struggled. Valuations are actually below their three-year averages. She still likes the company. The fact that they now offer a dividend yield, you are getting in at a nice low point. Sees it as a long-term, 1-2 years, holding. Their growth is less than what we have seen in prior years, but at this point you are looking at a good buy. They have the ability to turn around.


Price:
$97.340
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Unknown
2016-06-07 COMMENT Mike Capombassis

Hasn’t owned this, but since they have paid a dividend for 4 years, he can now own it. Had a tough year since it is down about 20%, but is still the most valuable company in the world. Stock is trading at 11X earnings with a 2.3% dividend yield. They’ve been great at incrementally improving their products.


Price:
$99.030
Subject:
US Dividend Growth
Bias:
UNKNOWN
Owned:
No
2016-06-01 HOLD Matthew McCall

The stock came down and tested its $92 level several times in the last month. However, it snapped right back and has been on a tear since then. Still feels this is great value. The problem is, we are in between product cycles. The next product is not out yet, but once it comes out, that will be the next catalyst to push it higher. This would be a Hold, but he would actually Buy if it got down to the low $90s again.


Price:
$98.460
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2016-05-30 PAST TOP PICK Bruce Tatters

(A Top Pick July 15/15. Down 19.25%.) Got rid of most of his position by year-end. He was worried about the comparisons on the iPhone 6 going through. The company is having trouble growing right now, but the flipside is it is extremely inexpensive, and a much bigger percentage of the business is turning into a service business model, which has a recurring growth revenue stream.


Price:
$100.350
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-19 DON'T BUY Lorne Steinberg

The largest market cap stock in the world.  Half of their revenues are the iPhone.  Sales are slowing as people keep phones for longer.  It looks cheap as a large part of the market cap is in cash.


Price:
$94.200
Subject:
Deep Value Global Equities
Bias:
BEARISH
Owned:
Unknown
2016-05-19 COMMENT Stan Wong

The chart is starting to look a little rough.  The 200 day moving average is falling and the stock is below the 200-day, 100-day and 50-day averages. The concern is how much further can the iPhone actually go. It represents two thirds of their revenues, which is very significant. If Apple does not succeed in China, it is going to spell a little bit of trouble for the company in terms of growth. The years of its extreme growth may be behind it. Right now he is looking for an exit point.


Price:
$94.200
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-05-18 HOLD Christine Poole

The market is questioning their future growth, but their balance sheet is very strong. They have lots of cash. They aren’t going to run into any financial difficulty for a long time. Product innovation seems to be waning a bit. They will be launching a new phone later this year, which may be a catalyst. Their phones are very expensive, so demand is not keying up as quickly. If the markets get shaky, this is a stock that is going to hold.


Price:
$94.560
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-05-16 BUY John Zechner

He is still an Apple Bull.  Warren Buffet took a position this morning.  You are starting to get these refresh cycles.  You have to look at their ecosystem.  These guys are monetizing IOS.  There are only two operating systems in the space now and Apple owns IOS.


Price:
$93.880
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on ENERGY
Owned:
Unknown
2016-05-13 COMMENT David Newman

The sales of cell phones obviously starting to decline. You have to look at this company in 2 year increments. Definitely the replacement demand is there for the next generation. The next iteration, iPhone 7, is not expected to be all that spectacular. It’s when we get to the next generation, when they have these OLED devices, flexible plastic. Likes the name and feels it is trading very, very cheaply, and still has high single digit growth.


Price:
$90.520
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2016-05-13 PAST TOP PICK Kash Pashootan

(A Top Pick June 5/15. Down 29.24%.) Thinks people are really starting to get worried about innovations. Feels they are going through a transition from being an emerging company, aggressive innovation that continues to grab market share. That strategy is now saturated. Pretty much everyone that wants an iPhone has one. We need to look at this more as a mature company. If they paid 3.5%-4% in the form of a dividend, the street would probably be more patient with them.


Price:
$90.520
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
CAUTIOUS
Owned:
Yes
2016-05-11 COMMENT John Burke

Wouldn’t own this stock. He has clients that own it, and they are going to start selling it. The signs are in that the company has finally hit the end of the road. Their problem is that their products are very expensive relative to their competitors, so profit margins are very high. The P/E ratio is not very high. The only way the stock is going to continue to go up is 1) to convince you to buy a new iPhone every 2 years or 2) invent a new device. Early signs are that the Apple watch is not moving the needle.


Price:
$92.510
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2016-05-05 TOP PICK Paul Harris, CFA

Trading at only 10X earnings, but if you take out the cash, it is probably only 8X earnings. They are increasing their dividends. 63% of their revenue comes from the iPhone. In the last quarter everything fell. IPhone7 is coming out which he thinks will offer added products. Dividend yield of 2.45%.


Price:
$93.240
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-05-03 HOLD Gordon Reid

People either love it or really dislike it. He continues to like it. In the last 15 years, this stock has been halved 3 times. It’s not like it is different this time, but you always have to look into the future. This company, over time, is growing well. The latest quarter, which was an off cycle quarter, didn’t grow so well. While everybody wants to fit the equation of quarter to quarter, the product cycle of this company doesn’t work quarter to quarter. Had a fantastic introduction of the S model iPhone, where units grew 40%-45%, followed by the off cycle. Putting the 2 together you had a pretty good progression.


Price:
$95.180
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-05-03 TOP PICK John O'Connell, CFA

Great balance sheet. Great products. Great services. Trading at 11X next year’s earnings. If this is overpriced, yielding 2.5% (more than the US Treasury bond), then the whole market is overpriced. A very dynamic company that has lots of products and services. Thinks it is going to continue to innovate and that there will continue to be growth in emerging markets. 


Price:
$95.180
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-02 DON'T BUY Norman Levine

It is a ‘yesterday’ stock.  He does not see what is going to make this stock go up a lot.  The handset business has been shown to be a graveyard business for a lot of other companies.


Price:
$93.640
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-04-29 COMMENT Don Lato

Reported disappointing earnings. Carl Icahn sold all his shares yesterday, so the stock came down pretty hard this week. At $94, it is just a little over 10X next year’s earnings. Still a dominant product in the smart phone area. There are concerns about lack of innovation and lack of growth in China. They’re being valued cheaply, but still generates tons of cash. Buying it here your risk is limited. Should they come out with that next big thing, it could be significantly higher. In the interim, you have a strong Eco system in the service side of the business, which was up 20% last year. The iPhone 7 is also coming out later in the year.


Price:
$93.266
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2016-04-20 COMMENT Benj Gallander

He rarely buys a stock over $10. Thinks Apple are making huge errors. They are taking on debt, and why with the amount of money they have in the bank? Also, buying back stock doesn’t make sense to him. This is technology, which can be very, very good, but can have problems for companies when they are very technology-based. It could certainly go higher, but at some point often, technology is not the leader in the field anymore, and then the stock price gets killed.


Price:
$107.130
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
No
2016-04-19 PAST TOP PICK David Burrows

(A Top Pick April 21/15. Down 14.2%.) Was stopped out, and doesn’t own this currently.


Price:
$106.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2016-04-18 DON'T BUY Keith Richards

There were reports last week of slowing iPhone production.  It is probably a trading stock now.  The uptrend has ended.  Until it breaks out, he would look at trading it.  The bigger trend is not all that positive right now.


Price:
$107.480
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
Unknown
2016-04-14 TOP PICK Brian Acker, CA

He was pounding the table at $85. He thinks their earnings will be good and they will buy back a tone of stock.  Expect a dividend increase.  $160 model price.  A good value name to hold in your portfolio.


Price:
$112.100
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-04-13 WAIT Cameron Hurst

The next product cycle will be starting in September. Until then, you are facing really tough comparable sales numbers, and he wouldn’t be surprised to see the stock consolidate a little. He likes tech, this company, management and the product line up. You don’t need to jump the gun on this one.


Price:
$112.040
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Unknown
2016-04-06 HOLD Stan Wong

The dividend is projected to be 2% this year.  He thinks it will go up this year.  He has held this for a long time even though he is not a buy and hold guy.  It is reaching a resistance level.  He is looking for an opportunity to take profits. 


Price:
$110.960
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-04-05 BUY on WEAKNESS Zachary Curry

He likes this. When it gets up, he trims his position, and then buys back when it drops in price. This has a low PE and they have tons of cash. Feels that in September they are going to have a new release of an iPhone which, after 2 years, will have a good refresh cycle. If this sold off, he would be a buyer.


Price:
$109.810
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Yes
2016-04-04 PARTIAL SELL Larry Berman CFA, CMT, CTA

Analysts are looking at $120-$150 as targets.  He would lighten up on market strength here.


Price:
$111.120
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-04-04 BUY John Zechner

Still one of the great stocks out there. A device company, but if it was the only device company going forward, then there would be a lot to worry about. They are building such a strong ecosystem of IOS software to become independent, and that is the future of this company. If you take out the cash, it is trading at about 9X earnings, making it exceptionally cheap for one of the greatest growth companies over the past few decades.


Price:
$111.120
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on OIL
Owned:
Yes
2016-03-22 SELL Norman Levine

The verdict on the watch is still out.  He does not see people wearing it.  He wonders where the innovation is now with Steve Jobs gone.  The iPod has peaked, as has the tablet.  So he does not have an interest in the stock.


Price:
$106.720
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-03-18 HOLD Gavin Graham

(Market Call Minute.) A pretty cheap stock, but the difficulty is that it is the biggest stock in the world, and how much bigger does it get.


Price:
$105.920
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-03-17 BUY Kash Pashootan

It struggled over the last year.  The main challenge is that for the first quarter since ’03 they forecast a decline in revenues.  Will growth if iPhone picks up in Asia and new products gain traction.  He feels that with the cash they have it is a buy.  They are in a position to grow their dividend.  Don’t get scared of recent volatility.  The strategy is that they can create excitement with their new releases of iPhone.


Price:
$105.800
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
SELECTIVE
Owned:
Yes
2016-03-10 DON'T BUY Christine Poole

They have a lot of cash and trade at a pretty low multiple.  They are a technology company and have to continue to innovate.  There is still a lot of replacement demand for the iPhone in the US, but in China there are a lot of substitutes and the Chinese have to buy their phone outright.   She wants more visibility going forward on earnings growth.


Price:
$101.170
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
No
2016-03-09 TOP PICK Brian Acker, CA

This has had a nice pullback. Trading at $101.03, and his model price is $146.06, a 44% upside. This is the #1 weighted stock in the S&P 500. Dividend yield of 2.06%.


Price:
$101.120
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2016-03-02 COMMENT Cameron Hurst

A tale of 2 time periods. Short-term they are running into competition. They put up some truly phenomenal comps, and they are heavily reliant on the product cycle. IPhone 7 is coming out in September, which is a period where you have not only lapped challenging comparison sales numbers, but at the same time you have a new product launch coming. Until then, it is a bit of a tough story. Likes the company and likes management. Doesn’t feel you need to rush into this, but likes the stock long-term.


Price:
$100.750
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-02-19 COMMENT Jennifer Radman

She is curious about what is going to happen and is watching from the sidelines. We are now getting into a replacement cycle, where everybody already has the product, so instead of growing into new demand, you are essentially replacing what you had. She doesn’t like betting on the consumer.


Price:
$96.040
Subject:
US LARGE
Bias:
BULLISH US ECONOMY
Owned:
No
2016-02-17 COMMENT Gordon Reid

Has been painted with a brush of being a hardware company that might disappear because some kid in a garage might come up with something better. This is basically why hardware companies tend to be assigned lower valuations. They are working hard towards building a services business with recurring revenue where there is more certainty. About 10% of their business now is Apple Music, Apple pay, etc. and these are applications that he thinks will have more traction in the future. The one thing that has hurt is the success of the iPhone. About a 3rd of their total market capitalization is in cash.


Price:
$98.120
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-02-10 TOP PICK John O'Connell, CFA

A great company and the largest company in the world. People are questioning how they can possibly do any better than they have. There are probably around 600 million iPhones out there, about 2 million 6’s, which means there is about 4 million odd 3’s, 4’s and 5’s. If you upgrade 50% of those every 2-2.5 years, that is 100 million of demand from just upgrades, taking out growth in the marketplace and China, which is growing by leaps and bounds. They are just getting involved in India. Trading at 10X earnings.


Price:
$94.270
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-09 HOLD Christine Poole

At this price, it has probably found a bottom. There is not a lot of visible growth. Trading at a pretty low multiple and have tons of cash. They are buying back stock and paying a dividend, so she thinks you are pretty safe with this.


Price:
$94.990
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-02-04 TOP PICK Brian Acker, CA

44% upside.  They missed on their iPhone volumes.  It is not devastating.  His model price is still $138.  He does not think you can get hurt here.  The 2% dividend will probably go higher.


Price:
$96.600
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2016-02-03 DON'T BUY Norman Levine

Not a good time to add. When Steve Jobs died, he wondered what Apple was going to bring in the future. For the first 2-3 years, we had what was in the pipeline. After that it was what is new and innovative and what is going to drive the company in the future. Hasn’t seen a lot of evidence of “new”. Outside of the phone, he doesn’t see what is going to propel the company.


Price:
$96.350
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-02-02 DON'T BUY Keith Richards

The longer-term trend line that started in 2013 has been broken. A long-term trend line that has been broken is really significant. Sometimes you get a rally if it breaks out above the trend line again, but at this time this company is underperforming its sector of tech stocks, and is breaking down.


Price:
$94.480
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
Unknown
2016-01-28 COMMENT Barry Schwartz

Had the best quarter in history of humankind, and the stock dropped 6%. This reminds him of Microsoft (MSFT-Q) a few years ago. It was treated as a dead company and was never going to innovate, and had only one product. Apple is generating an unbelievable amount of cash, but don’t think for one second that this is just going to be an iPhone company. IPhone is 60%-70% of profits. Expect they will add more products and add-ons.


Price:
$94.090
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-01-28 HOLD Colin Stewart

If you are a long term investor and bought it much higher, then hold on to it.  The recent decline is probably overdone.  They have a very dominant global brand.  There are near term headwinds.  He will buy it back at some point in the future.


Price:
$94.090
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
No
2016-01-27 TOP PICK Don Lato

The valuation is just too low to pass up at this level.  They will most likely increase their dividend in April.  They are still gaining market share.  His biggest concern would be a lack of pick up in China.


Price:
$93.420
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-01-26 COMMENT Mike S. Newton, CIM FCSI

Just reported after the close. Had disappointing numbers relating to iPhone sales, and revenue looked a little bit soft. A classic example where the absolute numbers are actually staggering and quite impressive. The Apple excitement and growth rates are coming sub-10 now. His issue is that it is over-owned and over-followed, and the user experience has declined substantially. They have to fix their eco system service, which is getting complicated, and never used to be. Also, when the PE starts to come down on the stock, it is hard to turn that around.


Price:
$99.990
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-01-22 COMMENT Jaime Carrasco

We should be getting a good rebound coming in, so as a trade this makes a lot of sense. He expects a rebound, because the market has come down quite a bit. Be prepared to trade this if you want to be aggressive, but be prepared to Short when it runs out of steam.


Price:
$101.420
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Unknown
2016-01-21 TOP PICK Gordon Reid

(Top Pick Jan 15/15, Down 7.65%) They are in the midst of a ‘weak refresh’.  The market is looking to the iPhone 7 later this year.  Here is a company that makes 60% of their revenue from an iPhone with a 40% margin.  Their customers are loyal.  73% of iPhone users have an iPhone 5 or older.  There is huge opportunity due to the upgrade cycle to the 7 and successive products.  A third of their market cap is in cash.


Price:
$96.300
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2016-01-19 DON'T BUY David Burrows

Apple was one of the clues that led him to believe that we could wind up in some kind of a correction, as it started to underperform the market in the last few months. Technically it took out some important levels in November and December. You want to identify companies, that for whatever reason, have prices that are holding up much better than the market. Where they have fundamental characteristics that point to something changing for the better and prices behaving like they should be, given what you think you know. Buying a stock that everybody owns, at a time when the stock is underperforming its peer group and the market, is probably not the right thing to do. As the stock price rallies, it is going to run into people who are just waiting for their opportunity to exit at “their” price. Good company, just not a good stock at the moment.


Price:
$96.660
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-01-14 HOLD Stan Wong

Shares are trading at very nice valuations and they have a very solid balance sheet with tons of cash on hand. Trading at 10X earnings, and still probably a 12% growth rate. Maybe the iPhones are not going to sell as quickly going forward. The company is still innovative, but the iPhone is still 60% of their business. There are rumours of them getting into the car business, iWatch, and maybe the gaming console, but the iPhone is going to be a tremendous part of their revenues for some time. This is getting close to his stop losses. He wouldn’t Sell until there is a little more of a breakdown. If you own use a stop loss.


Price:
$99.520
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-01-13 COMMENT Zachary Curry

Very constructive on this company. Trades around the stock by adding when it is low and selling higher up. Have a great cash position, and will be introducing the new iPhone 7. There could be a lot worse companies you could own.


Price:
$97.390
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2016-01-12 COMMENT Lorne Steinberg

Has tremendous respect for the company and the brand. The stock has sold off a little bit. If you X out the massive cash position, it is absolutely not an expensive stock. Half their profits are the iPhones, and iPhone sales year-over-year are tougher and tougher to grow. He struggles with this.


Price:
$99.960
Subject:
Deep Value Global Equities
Bias:
UNKNOWN
Owned:
No
2016-01-11 BUY Kash Pashootan

It was really beaten up.  The iPhone is the largest part of their business.  In the West, everyone who wanted an iPhone has one.  However, in China, there is growth in iPhones.  They are constantly innovating.  They have lots of cash and a great history of raising their dividends.  You definitely buy at these prices.


Price:
$98.530
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2016-01-05 TOP PICK David Baskin

People frame companies.  They think this one is a tech company, but he thinks it is a consumer entertainment company and a very good one.  They are selling a consumer branded product.  PE is 9 times with an enormous amount of cash and will likely increase the yield on the dividend.  He expects a share buyback.  He thinks there is tremendous upside here.


Price:
$102.710
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-04 HOLD Larry Berman CFA, CMT, CTA

There is market risk.  The company is not expensive, has a lot of cash and can withstand a lot of uncertain times.  If we get a pull back, they will fall.  Look for $90 to $120-$130 trading range over the next couple of years.  He does not think it will grow. 


Price:
$105.350
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-01-04 TOP PICK John Zechner

It had struggles in the last year.  He thinks they are getting off the dependency on selling a new phone to maintain earnings.  There is massive cash on the balance sheet.


Price:
$105.350
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2015-12-31 COMMENT Paul Harris, CFA

Has a low PE. The phone business is not going to be growing as robustly as people think. It is hard to get people to buy Apple in emerging markets, because it is quite an expensive product. However the company has a great balance sheet. They can increase the dividend and can buy back shares. He would like to see the numbers on their phones in the next couple of months.


Price:
$105.260
Subject:
NORTH AMERICAN/GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2015-12-22 HOLD Cameron Hurst

He likes the company fundamentally. It is putting up 20%-30% growth numbers and doing extremely well. They are in the right market niches. He wouldn’t see any reason to worry about this one right now. There are still positive revisions in earnings and revenue growth is there. Good product cycles.


Price:
$107.230
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Unknown
2015-12-22 HOLD Elliot Fishman

Likes this very much. It is not the crazy, volatile stock that Google (GOOG-Q) or Amazon (AMZN-Q) is. He would be a buyer of it in here. It is going to have a good year.


Price:
$107.230
Subject:
TECHNICAL ANALYSIS
Bias:
OPTIMISTIC
Owned:
Unknown
2015-12-18 WATCH Keith Richards

Chart shows some deterioration in the upward trend. Looks like it went into some kind of a parabolic top, but then broke down. One saving grace technically is support that comes in just below where it is right now. It will be interesting to see if it can hold this level. If not, the chart might be showing a head and shoulders top, and you have to watch that. If it breaks the current level by a couple of dollars, it will be a bad scene. If it holds, it might not be so bad for a trade.


Price:
$106.030
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
No
2015-12-16 HOLD John Stephenson

By the numbers, this is a fantastic company. Cheap on a multiple basis, has lots of cash, and an activist investor kicking the tires from the outside. All of that is good. Has become a little discouraged because 50% of their business is the iPhone, and how do you grow iPhone sales. They have to market cars and automotive, to really move the needle next. Doesn’t think you need to own this.


Price:
$111.340
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-12-15 WAIT Gordon Reid

They report late January and we will see then how they did during the holidays.  The stock will be skittish over the holidays.  Wait for the earnings.  He likes it and thinks it is a very good valuation story at 11 times earnings.  We are going to see a major refresh in 2016 into the summer and fall.


Price:
$110.490
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
_N/A
2015-12-14 BUY Teal Linde

The valuation is low.  They are buying back a ton of stock.  The iPhone 6 and 6s are doing much better than previous versions even in year two.  Don’t hang on too long because the growth rate will peter off.  They want to triple the number of people working on the Apple Car.


Price:
$112.480
Subject:
NORTH AMERICAN
Bias:
BEARISH
Owned:
Unknown
2015-12-10 PAST TOP PICK Bruce Tatters

(Top Pick Feb 18/15, Down 8.50%) Revenue and earnings are up 25% from last year, but there are concerns as to whether they will ever grow again.  The stock trades as though the business was going to decline.  It is one of the cheapest stocks.  He thinks they will grow single digits this year.


Price:
$116.170
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-12-08 TOP PICK Brian Acker, CA

This company is doing all the right things; buying back stock, issuing debt, etc. His model price is $166.93, a 41% upside. The balance sheet is growing year after year and cash is going up by the quarter. They have over $200 billion in cash. Dividend yield of 1.77%.


Price:
$118.230
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-12-07 TOP PICK John Zechner

It is the eco system.  Between iTunes, iCloud and Apple-pay, they are morphing into a company with recurring revenues.  Massive cash on the balance sheet.  Growth is far from over.  It is not dependant on how many devices they can sell.


Price:
$118.280
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-11-30 COMMENT John O'Connell, CFA

Apple is helping to create the ecosystems, which is allowing for the dramatic change in the way that consumers and businesses behave. We are going through a new technological revolution, and it is accelerating right now. This is an amazing company. Thinks it will be stagnant for a year, but it has a decent dividend yield.


Price:
$118.300
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-11-20 BUY Kash Pashootan

He can’t say enough good things about the company. The stock chart is beautiful. Also, has one of the lowest price to earnings out there. Thinks we are in early days for this company. They have so many various facets to their business. Have done a great job of raising their dividend consistently.


Price:
$119.300
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2015-11-18 COMMENT David Baskin

They have products in the pipeline, and they keep on improving their existing platforms. A fabulous company and very undervalued. The company is worth at least $140. They have more cash than anybody else globally, and keep coming out with great products. Valued at about 10.5X earnings.


Price:
$117.290
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2015-11-16 PAST TOP PICK John Stephenson

(A Top Pick Nov 25/14. Down 1.26%.) Valuation wise, this is extremely cheap. In terms of overall ecosystems/vertical integration, what other company in this space does both hardware and software. Feels this is just a stunning company.


Price:
$114.175
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-11-04 HOLD Gordon Reid

This still represents good value. Over half of the company’s business is driven by the iPhone 6. He is looking for about 75 million units in the holiday season which will be very nice from an earnings and cash flow standpoint. Cash represents about a 3rd of their total market capitalization.


Price:
$122.000
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-11-03 TOP PICK John Zechner

Earnings were good. What he likes is that they are transforming themselves to a better, more sustainable model that is going to give them a higher valuation over time. Have $200 billion on the balance sheet. There is a lot here to like at a very cheap a multiple. Dividend yield of 1.7%.


Price:
$122.570
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2015-10-29 TOP PICK Kash Pashootan

He cannot find another company that has a share price that has gone up as much over 5 years that is at only at 13 times earnings.  He sees more upside.  They have lots of businesses.  If they lost on the iPhone they will be gaining on the iPad, for example.  The opportunity is in China as more and more users come online with smart phones.  There’s lots of growth in that space as well.


Price:
$120.530
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2015-10-29 COMMENT Stan Wong

He likes this. Trading at 12X earnings with still a mid-teens growth rate of about 15%. Trading below 1.0 PEG. Thinks it will continue to execute. Down the road, catalysts would be something like gaming console, their car, etc.


Price:
$120.530
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-10-28 HOLD Mike S. Newton, CIM FCSI

Completely comfortable owning this. Doesn’t see any reason to make a wholehearted switch out of this and into something else. Thinks this is undervalued and that their dividend is going up. Their enterprise has grown at something like 65%. 1.8% dividend yield.


Price:
$119.270
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-10-27 TOP PICK Don Lato

Reporting after the bell today. The valuation is just so compelling at 11.5X next year’s earnings. 8X if you strip out the cash. He probably wouldn’t be a buyer this afternoon just because you never know what you are going to get on the earnings. They continue to hit on all cylinders. Dividend yield of 1.8%.


Price:
$114.550
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-10-19 BUY John Wilson

He uses puts and calls to manage his position.  It is starting to seem like a source of funds for a lot of people.  He likes it here, though.  The iPhone is selling well in China.  At this price it is very attractive.  He has been selling puts at $100 and has been keeping the premium.


Price:
$111.730
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-10-14 BUY Barry Schwartz

1.9% dividend.  He does not expect them to stop buying back shares.  The dividend is low, but it is still a growth company.  It is his biggest holding.  He has no trouble with 10 times earnings.


Price:
$110.210
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-10-09 TOP PICK John Zechner

He has always worried when you have to sell devices quarter after quarter.  They moved toward more of an ecosystem of recurring revenue, e.g. iCloud and iTunes.  iPhone 6 sales have been great, especially into China.  A lot of the risk is suddenly out of the story.


Price:
$112.120
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2015-10-06 HOLD Cameron Hurst

There are a number of stocks like this one that have an expectational set up where management delivered, but expectations were higher.  They have reset investor expectations.  Give it a bit of time.  He does not believe in averaging down.


Price:
$111.310
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Unknown
2015-10-06 HOLD Bill Carrigan

It is only the 3rd time in 10 years it broke the 200 day (back in August).  Each advance since ’06 has made less as a percent of stock price.  The advances in AAPL-Q are shrinking.  The market is saying the honeymoon is over.  He thinks it will rally up to the 200 day.


Price:
$111.310
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH on ENERGY
Owned:
Unknown
2015-10-01 DON'T BUY Norman Levine

He has not owned it because he is a value investor.  It is not a value stock. It is becoming more value than in the past and he might look at it in the future, however he feels it is past its `best before date`.  The watch is the only product not initiated by Steve Jobs. 


Price:
$109.580
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2015-09-29 DON'T BUY David Burrows

Historically not a good time to buy it just before a new product.  This one includes China as well.  The stock is not set up perfectly.  It is not expensive and there is a mountain of cash, but this is not the time to own it.


Price:
$109.060
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-09-28 COMMENT Larry Berman CFA, CMT, CTA

Every stock has a sensitivity value to the index.  The DOW is a horrible index.  If AAPL-N’s share price is cut, it is so heavily weighted in the index that it impacts the index greatly.  A utility stock, for example, will have a very low beta because it is not very related to the market index.


Price:
$112.440
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-09-22 TOP PICK Bruce Tatters

(A Top Pick Dec 12/14. Up 4.65%.) The magic of this company’s platforms is that they open up the platform to 3rd-party developers, and come up with products that people haven’t thought about that they want. This is undervalued compared to the S&P 500. Dividend yield of 1.83%.


Price:
$113.400
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-09-18 BUY on WEAKNESS Mohsin Bashir

Has a significant amount of cash on the balance sheet. Valuation is trading low, but right now they are in somewhat of a limbo phase. There is not a great deal of excitement with regards to any of the new ventures they are going into. Over the long-term, you could see incremental increases in their dividend. There is a big CapX spend coming up, and most of the analysts don’t know what it is in respect to. This is cheap in absolute terms.


Price:
$113.450
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-09-17 COMMENT Stan Wong

Continues to perform well. Trading at 10X PE ex-cash. A pretty good valuation for this company. IPhone continues to impress. Gaming console, a car and all those types of things are catalysts for them. He doesn’t see selling this anytime soon.


Price:
$113.920
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-09-09 PAST TOP PICK Brian Acker, CA

(A Top Pick Aug 15/14. Up 16.56%.) His model price is $156.53, a 40% upside. There is a lot of value. This is all about the iPhone, which is 70% of their earnings. Thinks it gets volatile here because the earnings look a little shaky. Doesn’t think the iWatch is even close to being a hit. AppleMusic is a dud. The company is going to have to drive hard to maintain its valuation. If there is any disappointment whatsoever, this goes back to $85 in a hurry. He would be interested at $85 for a trade.


Price:
$110.150
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-09-08 COMMENT Jason Mann

Despite the huge run up and share price over the last 5 years, it is still cheap. Scores in the top 10% for him on value. Has a 41% ROE. Trading at about 12X earnings. Pristine balance sheet.


Price:
$112.310
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2015-09-08 HOLD Andy Nasr

A great company. Valuations are very attractive, especially if you strip out the cash on their balance sheet, which they can use to buy back stock and increase their dividend. You are going into relatively tough comps in the 2nd half of 2015. However, there is still a huge iPhone user base that hasn’t upgraded, so that could potentially lift the shares in 2016. Thinks concerns of a slowdown in China are overblown.


Price:
$112.310
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-09-04 BUY on WEAKNESS Don Vialoux

Seasonality tends to be positive from October to January each year. This is the time of year when the stock tends to come under pressure. Technically it is starting to show signs of bottoming, but we are not into the period of seasonal strength as yet. They have a lot of sales around Christmas, and that is the time when people are buying their products, and that is when the strongest anticipation occurs in the stock. Be patient. You will have an opportunity to buy this on any kind of weakness between now and the middle of October, for a very good seasonal trade right through January of next year.


Price:
$109.270
Subject:
SEASONAL & TECHNICAL
Bias:
UNKNOWN
Owned:
Unknown
2015-09-03 TOP PICK Colin Stewart

A good example of a really well-run business. Sold off with the market. This is a great company with an amazing brand loyalty. Trading at 8X earnings after backing out the cash. This company is going to do just fine, regardless of what happens in China. Dividend yield of 1.87%.


Price:
$110.370
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-08-28 TOP PICK Don Lato

Couldn’t resist using this as a Top Pick with the price in the $112 area. Stock sold off because of fears of China and their exposure, which is not insignificant.  CEO commented this week that they are expanding iPhone sales in China. The Apple App Store in China had its best 2 weeks ever. All those concerns of China may be a little bit overblown. Stock is trading at 11.5X earnings and still the dominant player on the smart phone. IPhone revenues are expected to increase again this quarter. Dividend yield of 1.84%.


Price:
$113.290
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-28 PAST TOP PICK John O'Connell, CFA

(A Top Pick Sept 16/14. Up 14.24%.) Sold half of his holdings when it reached $128. This is a fantastic company. It’s the ecosystem they have developed. The durability of being able to develop technology solutions that make their customers want to be customers for long, long periods of time.


Price:
$113.290
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-08-26 TOP PICK Gordon Reid

Valuation is barely over 10X earnings. $202 billion of cash on a $635 billion market cap. 89% of that cash is offshore and hard to access, but this is a company that is just a cash machine and doing extremely well. The street forever wants to find a fault, and this month it is China. Their growth in China is dramatic, $13 billion last quarter, up 100% year-over-year, but people are worried. He thinks that in 5 years the iWatch will have proven to be so much more revolutionary than the iPhone, iPad or the iPod. It is not a watch, it is a sensory device. It is going to change our lives. Dividend yield of 1.9%.


Price:
$109.690
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
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1 Comment

Frodo

October 23rd 2012 at 12:33am

I don't understand why the experts keep saying this is a cheap company. The stock is over $600 per share. That's not cheap!


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