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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: $153.3400 on 2017-05-24

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Date Signal Expert Opinion Price
2017-05-19 COMMENT John Petrides

He still likes this despite its run up. It has a 4% position in the S&P 500 and is up 25%, and probably a 15% position in the NASDAQ. Has been a major driver of indices and performance year-to-date. The story is still attractive. You are getting the 10th anniversary of the iPhone in September, which should be a blockbuster product. By this time next year, with the new iPhone coming out, it has very low hurdle rates to jump over. Also, starting to ramp up their services business, which is very important for future growth. If and when Trump and the Republicans are able to pass through tax reform, this company has $250 billion of cash, whereby 95% of that is sitting overseas. If they were able to repatriate that cash and give it to shareholders, that would be a good thing.


Price:
$153.060
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2017-05-18 DON'T BUY Matt Kacur

Not as bullish on this company as most people. They are so big, and it is hard for them to continue to get a good return on invested capital. Pretty much a one product company. All these things make him a little nervous. Also, it is not super cheap.


Price:
$152.540
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-05-17 WAIT Cameron Hurst

You are looking at a product cycle, so the next iPhone iteration will be in September. The stock has had a great run. Statistically, there is a meaningful difference in the performance of the stock leading up to the release of a new product, and the 3 months following. A lot of the money has already been made on this.


Price:
$150.250
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-05-16 COMMENT Lorne Steinberg

This company is doing everything right. He doesn’t own this, because 60% of earnings is because of the iPhone. If someone else comes out with a better mouse trap, it will have an impact. The valuation is not stretched.


Price:
$155.470
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
No
2017-05-10 COMMENT John Burke

This breached $800 billion in market cap making it the largest stock ever. He likes to think he can buy a stock that will double his money in 5 years, and he can’t imagine this one will double in size in the next 5 years. Has a hard time getting excited about this.


Price:
$153.260
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-05-08 HOLD Don Vialoux

This just hit an all-time high. Technically, you have to love this. Strong upward trend and outperforming the market. On a seasonal basis, it tends to move higher this time of year in anticipation of the September launches they always have. However, it does take a pause in May, June and early July. It doesn’t go down, it just kind of sits there for a while.


Price:
$153.010
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-05-01 COMMENT Paul Harris, CFA

An inexpensive technology stock. Wishes they would pay more of a dividend, simply because they have so much cash. The trouble is, a lot of earnings come from one product. That product can continue to grow, and is a very high margin product for them. Their service area is growing as well. Have a lot of cash, and they buy back a lot of shares. There is a good upgrade cycle on the phone. Their services business is additive, but not great. If they were allowed to bring their overseas cash back to the US, that would substantially help them out because they could buy back more of their shares.


Price:
$146.580
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2017-04-27 BUY on WEAKNESS Mohsin Bashir

A myriad of multinational companies with off shore cash would be huge beneficiaries of the opportunity to repatriate cash.  He does not view Apple as a tech company, but as a consumer discretionary company.  This is one of highest weights on the NASDAQ.  There is probably room for continued dividend growth.  It would be a beneficiary of more relaxed regulatory action in the US.


Price:
$143.790
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2017-04-27 COMMENT Mike S. Newton, CIM FCSI

Loves this company. Has always been a big believer in the services side and was never too concerned about the fancy phone releases. The services side is going to be the real driver. Longer-term, we are probably looking at a $50 billion a year revenue line, just from the services side.


Price:
$143.790
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-04-20 PAST TOP PICK Lorne Zeiler

(A Top Pick Dec 23/16. Up 23%.) This has been a great buy. Has reduced his holdings, because the catalysts he was looking for hasn’t happened yet. Two of them were related tax reforms, particularly the possible repeat duration of offshore funds. He is also hearing of delays of iPhone 8. He still likes this. Still at a reasonable valuation.


Price:
$142.440
Subject:
DIVIDEND STOCKS AND MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-04-19 COMMENT Bruce Murray

Has a target price of about $168. The dividend will go up. Their new product seems to be taking hold. This is not expensive, trading at about 15X.


Price:
$140.680
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-04-17 WAIT Larry Berman CFA, CMT, CTA

The valuation is not expensive.  He loves it from that perspective.  The Samsung 8 is getting great reviews and that is putting pressure on AAPL-Q.  In a correction it could come back to $120 and would be more attractive there.  Wait for the next iPhone to come out.


Price:
$141.830
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-04-13 PAST TOP PICK Paul Harris, CFA

(A Top Pick, May 5/16. Up 54%.) Had felt this was very cheap on a valuation basis. Trading at almost 10X earnings and has a great dividend yield. Still a very cheap tech stock.


Price:
$141.050
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-04-12 PAST TOP PICK John O'Connell, CFA

(A Top Pick May 3/16. Up 52%.) Feels the upgrade cycle is going to be a big cycle. They are building their service business really well. Trading at reasonable valuations. It is a big, big weight in the index, and there is a lot of money going into index funds, which is a positive. A very, very innovative company.


Price:
$141.800
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-21 BUY on WEAKNESS David Burrows

This has been in the middle of a great run. The tendency is for this to run up into a large product cycle, which is coming via the new iPhone. In the short term, it is probably a little overbought. He likes the Tech space as a whole. This company continues to dominate with its products. Would prefer to see it pull back to their moving average of $132-$135.


Price:
$139.840
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-03-16 COMMENT Gordon Reid

Apple (AAPL-Q) or Alphabet (GOOGL-Q)? He owns both, and both are great holdings. The amazing thing about this one is that they have about 1 billion basically captive users of their products. What makes that even more impressive is that there is a 93% loyalty rate. They produce a ton of cash. A 3rd of their market cap is in cash. Trading well below the market multiple. A great core holding for any portfolio.


Price:
$140.690
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-03-14 TOP PICK Kash Pashootan

Although the stock has gone up considerably over 3-4 years, it is still not expensive, because the earnings growth has been there. Where can you buy a company that is trading at 15-16 times with the amount of cash on hand and this kind of a balance sheet. Dividend yield of 1.6%.  (Analysts’ price target is $145.)


Price:
$138.990
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-03-13 COMMENT Matt Kacur

Companies go through cycles, and this one is on the downside of a cycle. ROC peaked in 2012, and ROC has been going down since that time. It is still at 15%, which is very respectable. Many companies would kill to have a 15% ROC. Valuation is OK, but doesn’t jump out as being super cheap. There are alternatives that you should be in. He would prefer something like Microsoft (MSFT-Q), Amazon (AMZN-Q), Facebook (FB-Q) or Google (GOOGL-Q). You aren’t going to get killed in this, but when there are alternatives that look so much more exciting, he would go with those.


Price:
$139.200
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-07 COMMENT John Stephenson

An excellent company and the street thinks so as well. The Bear case on this is that 60% of its earnings is the iPhone, and what are they going to do next that is a real mover. The whole ecosystem is so powerful that if you own one Apple product, you own a bunch of them.


Price:
$139.520
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Unknown
2017-03-01 HOLD Barry Schwartz

Partial Sell to buy Facebook (FB-Q)? He hasn’t done a lot of research on Facebook, so can’t give an opinion, but the valuation is not extreme and it is generating gobs of cash. However, Apple is cheaper and is doing great things.


Price:
$139.790
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-02-27 COMMENT Mike S. Newton, CIM FCSI

This was a great win for him for 8-9 years. Has been out of the name for about 2 years. He has always been a big believer in their eco-system, but is really confused by why they haven’t bought some of their competition.


Price:
$136.930
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
No
2017-02-21 SELL Alex Ruus

(Market Call Minute.) A great company, but it is coming up to an unsustainable earnings level and their margins are going to be under pressure in the future.


Price:
$136.700
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-17 HOLD Christine Poole

(Market Call Minute) It has done well, but don’t chase it.


Price:
$135.720
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-02-16 PAST TOP PICK David Baskin

(Top Pick Jan 5/16, Up 35.29%) He still likes the stock.  If you take out all the cash they are trading at 9 or 10 times earnings.


Price:
$135.345
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-02-15 COMMENT Colin Stewart

Apple (AAPL-Q) or Alphabet (GOOGL-Q)? He owns both, although he has a bigger position in Google and thinks of it as a better business.


Price:
$135.510
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-09 HOLD Jim McGovern

He likes this. Over the last 4-5 months, iPhone 7 was not as bad as he had expected, and also the services side of the business is growing faster than he had thought it would. Also, that is in the context of a not very robust economy. Looking at the product cycle coming, some of the big improvements they’ve made in their laptop and the Mac business and its low valuation, he covered his Short position and is now Long.


Price:
$132.420
Subject:
GLOBAL EQUITIES & MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-02-08 COMMENT Cameron Hurst

A number of analysts have said that this has had its day, it’s a hardware company and the innovation is done. Samsung was always a hardware competitor, and their problems is a great tailwind for this company. They have the tech right and the cameras are fantastic. People are more and more comfortable with the phones. It is becoming more of an integrated device with the watch. Conceptually he likes where the company is going. Technically, it looks phenomenal. Because of earnings, it has just broken up to resistance level, consolidating nicely and is ready to kick higher. He likes it.


Price:
$132.040
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2017-02-06 SELL Larry Berman CFA, CMT, CTA

He does not like where it is.  We are against all time highs.  It could break out, but there is definitely resistance here.  You could write a put option and get paid about 5% yield over the next year.  If it drops 20% then you will have to buy it and that is fine.  This is how he would play AAPL-Q.  If the option expires, then just do it again.


Price:
$130.290
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2017-02-06 PAST TOP PICK Brian Acker, CA

(Top Pick Feb 4/16, Up 37.06%) Great earnings.  The most profitable product ever invented.  They keep delivering.  Model price is $153.52, which is a 19% upside.  We will eventually get to EBV+6 and then to his model price and then he would sell.  This is a value stock, but it is losing its valuation differential.


Price:
$130.290
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on FINANCIALS
Owned:
Yes
2017-02-06 COMMENT Keith Richards

This has been pretty volatile. It started moving into a bearish pattern from its peak in 2015. It tried to base in 2016 and break out. It looks like the breakout is the real McCoy. It is going to have some technical resistance at around $135. Technically, the breakout is positive. However, there is some resistance coming up from the old highs. He would give it a 5 out of 10.


Price:
$130.290
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
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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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