stockchase picture

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

Company Index

List by Company Name

List by Symbol

Apple Stock Symbol: AAPL-Q

Notes:PC Mnfctr

Last Price Recorded: $112.7600 on 2015-08-31

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
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
2015-08-24 DON'T BUY Keith Richards

This has been the market leader over the past few years. The long upward trend line running from 2013 has been broken. The successively equal or lower peaks earlier this year, could be considered as a bit of a topping action. Don’t catch a falling knife. When it stops declining, this will put in a base. Let it find a floor and don’t try to predict where the floor is.


Price:
$103.120
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2015-08-21 DON'T BUY Hap (Robert) Sneddon FCSI

This has broken some key levels. The next place where he would see some support come in would be around $94. Did some analysis today and saw some longer targets coming in at around $75.


Price:
$105.760
Subject:
TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION
Bias:
BEAR
Owned:
Unknown
2015-08-21 COMMENT Cameron Hurst

Doesn't believe in averaging down. Last quarter there were a few issues that people were quick to flag. The company is producing and the cash hoard is staggering. They are putting up 30% growth numbers. There are fundamental reasons to be there, but doesn't recommend adding to it.

 


Price:
$105.760
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2015-08-14 TOP PICK Kash Pashootan

They have grown earnings as much as the share price has gone up. That is why, even after the run it has had since 2011, it is trading at only 13X earnings. Have lots of cash on hand. Stock is down 9%-10% over the last month because he thinks the market was expecting miracles for the iWatch. Dividend yield of 1.81% and are well positioned to grow it.


Price:
$115.960
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2015-08-13 PARTIAL SELL David Burrows

(Market Call Minute) He cut his position in half.  Financial metrics are strong, but he takes the price signal which is underperforming and carves back his stake.


Price:
$115.150
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-08-13 COMMENT Jennifer Radman

This is a really tough story. Feels it is one of those things that can go both ways. She tries to stay away from the really tough calls. Unless there is a really good reason for it to do better than not, then she stays away. Consumer preferences change so quickly, and it is hard to get ahead of the trends. Valuation is fine, but they hadn’t met expectations on their iPhone sales.


Price:
$115.150
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
No
2015-08-11 COMMENT Christine Poole

She exited because she did not see a lot of innovation coming out of it.  There is only replacement demand for their phones.  The earnings will still grow, but not as much.  It is a mature company now.  There are a lot of lower price products to compete with them.


Price:
$113.490
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-08-10 BUY John Zechner

He lightened a bit last year when it ran up.  He believes in the story long term.  They don’t have as much of a recurring revenue model as he would like.  The value is in the brand name.  iTunes shows how they are moving to more of a service model.  He is buying it in here, however.


Price:
$119.720
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-08-06 DON'T BUY Bill Carrigan

If a stock is above the 200 day and it is rising, the trend is up.  It is below then the trend is down.  APPL-O had three growth periods.  ’06 to ’08 then ’09 until ’12 and then ’13 to just before it collapsed.  He thinks the growth is over.  The easy money has been picked. 


Price:
$115.130
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Unknown
2015-08-06 BUY David Baskin

It is a 15% better buy today than it was a few months ago. Has suffered a mini correction. It has a long history of going up and then going down, and then going back up again. He thinks a lot of the company. They had an excellent last quarter. It has tremendous potential of products coming down the road. They don't need to have a hit on every product. He thinks it is a veryimpressive company. At $115 it is a very reasonable buy.

 


Price:
$115.130
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Unknown
2015-08-04 DON'T BUY Benj Gallander

Just reported quarterly results and the stock dropped. Has been wrong on this for years and had thought the tide would turn a lot earlier. Technology is a very, very difficult sphere. With many companies, what appears to be leading-edge technology, after while is no longer. He has been waiting for when this company starts to have some difficulty with their technology perhaps, and saturates the marketplace. At some point he thinks it could really get hammered. They are clear leaders in their field. Have taken on debt, and when you have as much money as they do, why do that? He would be wary of buying this.


Price:
$114.640
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
No
2015-07-30 PAST TOP PICK Zachary Curry

(A Top Pick July 10/14. Up 29.1%.) Took some money off the table when it got up to the high $122’s. They are selling more of their iPhones, their market share is going up, and selling more Mac’s in a declining PC environment. Once they get people to buy an iPhone, they will buy another one. Trading at a very good valuation level. Have lots of cash.


Price:
$122.370
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-22 STRONG BUY Gordon Reid

Reported revenue growth of 33% year-over-year and earnings growth of over 45% which slightly exceeded expectations that were posted on the street, and yet the market still sold off. This is a lesson to march to your own drummer as opposed to what the market might be telling you at any given point in time. Their new watch to him is more of a sensory device, a beginning of a new category, that is extremely exciting. People who get caught up in the idea that it is a watch are missing the point. This is going more into an incredibly important social device. It is going to have implications from a social standpoint and a medical standpoint. Stock is not expensive and this is one of the fastest-growing companies that he knows of. It has innovation, capital distribution through dividends and stock buybacks, and it has China. China now represents about a quarter of their total revenues.


Price:
$125.220
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2015-07-21 BUY Barry Schwartz

Down 7% in after-hours, but he is a shareholder, not a trader. Traders are speculating on what earnings are going to be, but he sees a company whose revenues are up 30% year-over-year and quarter-over-quarter. Profits are growing and guidance looks pretty good. It is all about fundamentals. Stripping out the cash, he thinks they are guiding for over $9 a share in earnings. Would be buying more of this tomorrow if he already didn’t own so much. He tries to focus on the long-term on things he wants to own for 5 years. This stock is cheap.


Price:
$130.750
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-15 PAST TOP PICK Bruce Tatters

(A Top Pick April 29/15. Up 53.45%.) Had a meaningful uptick in earnings as they launched the iPhone 6, and the bigger screens took hold and began to take a domineering position in the high priced smart phone category. Still inexpensive relative to the markets.


Price:
$126.820
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-15 TOP PICK Bruce Tatters

Look for them to launch a new Apple TV box this fall. They are putting all their content relationships together today, which will be another new category. The iWatch hasn’t had big progress yet, but he expects it will. Also, thinks the new iPhone cycle will continue to grow.


Price:
$126.820
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-15 BUY Don Lato

At 13X earnings, even before you strip out the cash, you can buy this today and not be concerned about where the stock is going to be 2 or 3 years from now.


Price:
$126.820
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-13 WAIT Don Vialoux

Historically people want to buy this right around the end of the year, and this is because people want to buy Apple products at around Christmas. Technically, over the last 8 months or so, it has been in a trading range and there is no real strong technical reason to become involved yet. You may want to wait until closer to October when seasonality clicks in.


Price:
$125.660
Subject:
STOCKS, BONDS & ETFs
Bias:
OPTIMISTIC
Owned:
Unknown
2015-07-09 PAST TOP PICK David Burrows

(A Top Pick July 24/14. Up 25.91%.) This is getting caught up in what is going on in the market. There are very clearly rising moving averages. Stock has been basically trading in a range of $120-$134. Earnings are coming up and we are going to get a clearer picture there. Technically this is not broken at all.


Price:
$120.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on US EQUITIES
Owned:
Yes
2015-07-08 DON'T BUY Paul Harris, CFA

Not an expensive stock, cash flow almost 10%, dividends are around 1.6. Iphone is generating a lot of their revenue. A lot harder to innovate in the future, compared to the ipad, and iphone. Doesn't think the watch is going to happen at all.   


Price:
$122.570
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Unknown
2015-07-07 BUY Jason Mann

A perfect picture of a quantitative stock. It scores really well on price momentum, valuation and in the top 2% of the S&P 500 on value. Trading at 8X EBITDA and 15X PE. This is a company with 38% ROE, and yet trades at a lower multiple than the broad market. One of the best balance sheets you could possibly find. They have a lot of options in buying back stocks.


Price:
$125.690
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2015-07-06 COMMENT Bill Carrigan

The big growth spurt was from 2006 to 2009, followed by a growth spurt in 2009-2011 and another one from 2013-2015. That is 3 growth spurts and this stock is in the 3rd phase. A lot of money was made in the 1st spurt, but not as much in the 2nd and even less in the 3rd. He thinks growth in this company is going to slow down. Most of the easy money has been made. He wouldn’t get too excited about this.


Price:
$126.000
Subject:
TECHNICAL ANALYSIS
Bias:
OPTIMISTIC
Owned:
Unknown
2015-07-02 BUY David Baskin

He does not think the Apple watch is the be all and end all. The last iPhone release was successful.  He thinks Apple music will make incremental revenue.  11 times earnings.


Price:
$126.440
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2015-06-25 TOP PICK Stan Wong

The valuation on this is still very, very solid. Trading on a 13 X forward PE multiple with a 15% long-term growth rate. That puts it at a PEG ratio of 1.0%. Balance sheet is unbeatable with $94 billion in cash. That allowed them to do a $140 billion share buyback. Yield of 1.63%.


Price:
$127.500
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-06-24 COMMENT Charles Lannon

It is important to separate the outlook for the stock versus the company. They both have challenges. At the company level, it is no longer a fast growth company. The key areas where it makes its profits are pretty mature. It is hoping to develop new revenue lines through music streams, watches, etc. As the stock goes through the transition of being a very high growth company, to being a lower growth company, to being an average growth company you are going to get a rotation in their shareholder base. It is tough to see how the stock will do well over a sustained period of time.


Price:
$128.110
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Unknown
2015-06-16 PAST TOP PICK Brian Acker, CA

(A Top Pick July 3/14. Up 36.87%.) His model price is $161.03, a 27% upside. $138 is a real barrier for them.


Price:
$127.600
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-06-16 COMMENT Gordon Reid

We are always encouraged by our stocks doing well, but the important thing is the underlying company and is it moving at the same rate of growth as the stock price. If it is, then we know that the metrics are basically staying the same or getting less expensive. This is a victim of its own success. The iPhone has been tremendously successful and is their high margin product. He would like to see a bigger pie and thinks we are seeing that as they are expanding their product base.


Price:
$127.600
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 30 of 560 entries
First Previous 1 2 3 4 5 Next Last

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!


You must be logged in to comment.