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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: $113.9500 on 2016-09-28

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Date Signal Expert Opinion Price
2016-09-26 BUY Liz Miller

She is a fan of it and you could be buying it here.  It has a lot of upside to go.  It is a product company, not a product cycle.  They can move forward without Steve Jobs.  It is a good buying opportunity.  She is watching the rumour mills of what they are doing in the auto industry.  She thinks there is certainly a lot of innovation to come out of Apple.


Price:
$112.880
Subject:
US EQUITIES
Bias:
BULLISH on US MARKET
Owned:
Yes
2016-09-19 HOLD Teal Linde

He is almost out, having been in and out three times.  Their days of growth are almost done.  This is the year when iPhone sales were lower than the previous year.  It should not be viewed as a growth stock, but as a return of capital stock.


Price:
$113.580
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-09-19 WAIT David Fingold

In order for this to work well as an investment, historically it has been necessary for there to be a lot of pent-up demand for phones. Some of the subsequent launches of phones since iPhone 6, has been that not so many phones have been “end-of-life”. Thinks there has been a boost in the short term because of the difficulty that Samsung has been having. He wouldn’t expect volumes to be very strong on this. He would wait for more pent-up demand.


Price:
$113.580
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-09-15 TOP PICK Paul Harris, CFA

To him, this has sort of gone ex-growth, not growing as quickly. IPhone 7 is not substantially different, but was incrementally different. He likes the stock because it is cheap. They have lots of cash and can put it to work with a higher dividend. Their services business is growing quite rapidly, so he can see better numbers on that side. Dividend yield of 1.97%.


Price:
$115.570
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-09-14 COMMENT Rick Stuchberry

This is a great company. However, it has the law of big numbers working against it. In order to make any kind of significant move, it has to have stellar introductions and things really have to be on a large scale to get it to go. If he is right on his view of the market, then this stock will be going up.


Price:
$111.770
Subject:
CANADIAN & INTERNATIONAL ADRs
Bias:
OPTIMISTIC
Owned:
No
2016-09-14 COMMENT Jim Huang

iPhone 7 is not a big step up from iPhone 6. This is still a hardware selling consumer technology company, which condemns the multiple to not much more than the low teens. Still has a good balance sheet and a lot of money. They need to rejuvenate the growth by coming out with a new revolutionary product.


Price:
$111.770
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2016-09-12 COMMENT Mike S. Newton, CIM FCSI

Owned this for a very long time, but started souring on it from a user perspective. Still loves their product. Every time he gets a new iPhone upgrade, it wasn’t as exciting as the last one. He finds their iTunes, iPhoto’s, all of that software and services used to be the easiest thing he had ever used, but now finds it the hardest. From a user perspective, they have some major work to do. Doesn’t understand why they haven’t snapped up things like Spotify, Netflix, etc. Probably one of the safest stocks out there right now.


Price:
$105.440
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Unknown
2016-09-09 COMMENT Norman Levine

Considers this as “yesterday’s stock”. The day Steve Jobs died, their creativity died as well. The company really hasn’t come up with anything new or exciting. It is more evolutionary than revolutionary. It has tons of cash and will probably raise its dividend.


Price:
$103.130
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-09-08 SELL Matt Kacur

He tells clients to find an exit.  It is a great company but the return on capital peaked at 30%.  It is down to 17% now.  This is a material change.  It is caused by competition.  He sees it eroding over time.  The iPhone 7 got a mediocre response.


Price:
$105.520
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2016-09-07 COMMENT Stephen Groff

A juggernaut. A name that is interesting and not expensive. There is always a lot of focus on product cycles and what is happening right now. However, if you step back and look at the company, they have a rock solid balance sheet. It has a very high margin services business that is growing behind the scenes, and that is becoming a larger part of the business. They are also getting more active in capital return, which at the right time, can make a lot of sense.


Price:
$108.360
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Unknown
2016-09-01 WEAK BUY Mike Capombassis

He needs three years of dividend history so he could own this.  Tim Cook replaced Steve Jobs 5 years ago.  It is the most valuable company in the world.  The growth is slowing down however and it breaks a thirteen year streak.  He would not buy in anticipation of the iPhone 7 release.


Price:
$106.730
Subject:
US Dividend Growth
Bias:
SELECTIVE
Owned:
No
2016-09-01 BUY Barry Schwartz

On this one you have to look at the valuation. It is very cheap and trading at 10X earnings. Thinks the bad news is all priced in, and you have to look forward to 2017-2018 when they have new phones. Hopefully they are spending all their money on R&D on new products and new ancillary devices and software that will grow their network.


Price:
$106.730
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-08-31 TOP PICK Erin Gibbs

One of your safety stocks within the technology space. She expects some revenue growth and some increase in the iPhone 7 for this quarter, as well as nice growth in the 4th quarter in sales. Even though she doesn’t see huge changes, the age of the iPhone is getting old enough that she does see a replacement cycle coming in this year. Also, they have $29 per share in cash, either to pay higher and higher dividends or to do more share repurchases. Dividend yield of 2.14%.


Price:
$106.100
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2016-08-30 COMMENT John Stephenson

The European commission is saying to the Irish government that they need to go to Apple and get back 13 billion euros in back taxes. This is outrageous. They are really using competition policy to go after this, and essentially their trampling over the sovereignty of Ireland, who can decide what tax rate to achieve. Thinks it is overreaching.


Price:
$106.000
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2016-08-30 COMMENT John Stephenson

Thinks the bull case for this is that it is cheap and has tons of cash. However, it is hard to see, with 65% of its earnings coming from the iPhone, what is next. It is hard to see how this will grow, as you are not going to get it through iPhone sales or through iPad. A great company with great iconic products, but how do you grow that business?


Price:
$106.000
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
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
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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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