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

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Apple Stock Symbol: AAPL-Q

Notes:PC Mnfctr

Last Price Recorded: $116.4700 on 2014-11-22

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Date Signal Expert Opinion Price
2014-11-21 HOLD John Zechner

Apple (AAPL-Q) or General Electric (GE-N)? Two completely different plays in different segments of the market. This has had a great run recently. Thinks this has gone through a crisis period and came out very well. iPhone 6 is selling very well. Have a great brand recognition. He thinks people continue to underestimate and undervalue things like iTunes and the software in general.


Price:
$116.470
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-14 PARTIAL SELL Zachary Curry

If you own, taking some money off the table is always a prudent decision. Doesn't  feel this can keep going up at the rate it has been. Likes the products and the valuation. Cash flows are great. Thinks people are getting carried away by expectations of the holiday season.


Price:
$114.180
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-11-03 HOLD Norman Levine

Nothing wrong with it.  He was skeptical they would be able to come out with new products.  He has an iPhone 6.  It has never been the value.  You are okay keeping it here.  Switch out if you see a fundamental reason.


Price:
$109.400
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-11-03 BUY Gordon Reid

This has been a core position for his clients for almost 9 years. He still likes it. Management is very shareholder friendly. Trading at about 13X earnings. If you incorporate the cash that they have, it is trading at about 11X. Still good value.


Price:
$109.400
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2014-10-30 BUY Paul Harris, CFA

A great company that has done incredibly well over the last little while. About 55% of their revenue comes from one product, the iPhone. With the bigger phone, it is going to eat away at the iPad business. The last thing they have been doing is financial engineering by buying back more shares, paying a bigger dividend, etc. The phone is really the thing that drives this company. It is probably more in a slow growth phase.


Price:
$106.980
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BULLISH
Owned:
Unknown
2014-10-29 BUY John Stephenson

Today's short-term reversal has more to do with the upcoming Fed announcement. It has had a good run as of late. He likes this and just bought some. Feels it is worth significantly more. The ecosystem works phenomenally, i.e., once you have one product, the other products work seamlessly.


Price:
$107.340
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Yes
2014-10-16 HOLD Stan Wong

Trading at about 15X near market valuations, but better than the market growth rate. Still a pretty good name. Trading at under 1.0 PEG ratio, which is pretty cheap. Thinks the valuations are getting more normalized at this point.


Price:
$96.260
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-15 PAST TOP PICK Barry Schwartz

A Top Pick Nov 28/13. Up 27.14%.) Doesn’t think the iPad is the real mover of the company. He still thinks it is the iPhone. Valuation ex-cash is still cheap.


Price:
$97.540
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-14 TOP PICK Bruce Tatters

Valuation, net of cash, is about 11 times. This compares against the market of about 14 times. Thinks you could easily see 20%-25% earnings growth over the next year. When you see a company trading at 30%-35% discount to the market, with double its growth, this is quality on sale.


Price:
$98.750
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-10-07 WATCH Christine Poole

She is not thinking of adding this to her portfolios as it has had a nice run into their product announcements. It will probably have a pretty healthy holiday season and it is launching in China now. She would wait for it to pull back closer to its 200 day moving average of $86.72.


Price:
$98.750
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-09-30 BUY Gordon Reid

A very good hold.  Don’t sell it to buy something else.  It continues to be very attractive.  They have overcome some of their issues like innovation.  They are convincing the street there is innovation in their future.  The watch will get some traction as a category in sensory items.  The bill payment system will be a very big area of Apple’s future.  The phone is a refresh item, but a big source of cash flow with sales of a 100 million units.  A very bright future.  The other side is their capital allocation policy.  It is going to share buy backs.  He, however, likes it.


Price:
$100.750
Subject:
US EQUITIES
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2014-09-29 DON'T BUY Norman Levine

Steve Jobs was the heart and soul so when he died it did not remain the same company.


Price:
$100.110
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
No
2014-09-29 DON'T BUY Patrick Horan

Double Dutch Irish tax scheme.  It allows them to shelter their revenues through Ireland.  If the worst came to the worst they might have to restructure.  He would not get too shaken out on the stock based on this.  His problem is that most of their business is the iPhone.  It is very fat for them.  He does not see them growing around the world from here.  He also sees competition from guys with razor thin margins.  Everything they are doing speaks for consumerism and not technology.  If they continue to raise their dividend the stock could still work.


Price:
$100.110
Subject:
NORTH AMERICAN
Bias:
SELECTIVELY BULLISH
Owned:
Unknown
2014-09-19 COMMENT John Stephenson

If you own, you’ve had a good run and would be probably wise to trim a little bit. However, overall, looking at the technology space, this looks really good. They do 2 things primarily. Produces consumers’ products, but also has the operating system which you can use across your iPad, iPhone, etc. Thinks they have a lot of leverage that they are starting to pull. Valuation is not ridiculous and they have a lot of cash.


Price:
$100.960
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2014-09-17 HOLD Christine Hughes

In terms of the area of the market that this is in, NASDAQ has proven itself over the last several months to continue to be the leader through this mid-cycle turn. The sector has a lot of things going for it. The refresh for Apple is going extremely well. If you own, she would continue to ride it.


Price:
$101.580
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
Showing 1 to 15 of 477 entries
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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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