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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: $94.4000 on 2016-06-29

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Date Signal Expert Opinion Price
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
Showing 1 to 30 of 656 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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