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Apple Stock Symbol: AAPL-Q

Notes:PC Mnfctr

Last Price Recorded: 519.0100 on 2014-04-17 01:14:01

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Date Signal Expert Opinion Price
2014-04-14 TOP PICK John O'Connell, CFA

He is excited that there are new products later this year that will move the needle.  IPhone 6, for example.  IPhone watch is going to come out.  It will be popular.  New Ipads and new Macbook.  Technology in the phone will become an important part of payment technology.


Price:
$521.680
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-10 TOP PICK Don Lato

Valuation is still compelling.  The big knock lately was no new products.  But with an increased R&D budget for the last several years and the greatest engineering team in the world, he believes we will see something before the end of the year.


Price:
$523.480
Subject:
NORTH AMERICAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-03-10 PAST TOP PICK David Baskin

(A Top Pick Feb 19/13. Up 18.21%.) This is still a tremendous franchise trading at a really low price. If you take the cash off per share, it is trading at around 9X earnings. He sees this being worth $700-$800.


Price:
$530.920
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on COMMODITIES
Owned:
Yes
2014-02-21 BUY Colin Stewart

It is a really hated stock.  Generates a lot of cash flow.  8 times earnings so it represents great value.  You need some innovation and new products for it to move.  It’s hard to know exactly when that is going to happen.  Thinks it will be in the next 12 to 24 months.


Price:
$525.250
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
SELECTIVE
Owned:
Unknown
2014-02-14 COMMENT Michael Simpson, CFA

There was a dip, but it recovered quite nicely. They were busy buying back shares. His issue with this company is what is their next leg. If they penetrate the Chinese market, he wants to know what kind of margin they’ll get and the type of phone they will have.


Price:
$543.990
Subject:
NORTH AMERICAN - LARGE - DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2014-02-06 COMMENT Mike S. Newton, CIM FCSI

Has been a little disappointed in the last couple of months. The issue he has is that everybody just focuses on the iPhone numbers now. They are not realizing there is a strong franchise under their very loyal clientele. They need to step it up with some advance product announcements in the near-term. Expects this will be pretty quiet for 4-5 months and you’ll collect a nice dividend.


Price:
$512.510
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2014-01-30 DON'T BUY Darren Sissons

Not a huge fan of this company. Don’t confuse a good company with a good product. The growth of the company has been so large for such a relatively short period of time that expectations are such that this will continue. Feels there is more downside here longer-term.


Price:
$499.782
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Unknown
2014-01-29 TOP PICK Gordon Reid

Turning out a ton of cash. 30% of their market cap right now is in cash and will be 40% within 2 years. They are going to have another kick at the can with a refresh cycle with iPhone 6. Upgrades will be close to double what it was for iPhone 5. In China, with China Mobile, they have just scratched the surface. They are in 16 cities there and by the end of the year they say they are going to be in 300. With all that said, the investment in this company is in innovation. 2.44% yield.


Price:
$500.750
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2014-01-23 COMMENT David Burrows

Feels the numbers are possibly quite good both from the iPad side and from the iPhones. Consumer technology is behaving pretty well. This is one that you could own. It will be hard to have a huge win out of it. They have a tough act to follow and it will be hard for them to re-create the growth that they have had over time. Expects there are better spots to be invested in.


Price:
$556.180
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-01-22 BUY Brian Huen

A bigger position in his funds.  Likes the fundamentals of the company.  Lots of cash flow and continue to innovate.  He believes the company has way too much cash and it should go to dividends.  M&A has been a pretty spotty strategy for the Apple.  They are an innovation company.  If you get an apple device in people’s hands they start buying the other products.


Price:
$551.510
Subject:
MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias:
BULLISH US ECONOMY
Owned:
Yes
2014-01-21 COMMENT John O'Connell, CFA

4th quarter is becoming more cyclical for all the phone companies, so there is a good chance that the next quarter coming up could be a little bit weaker. Offsetting that will be the positive impact and the look-through as to what is going on with China Mobile and their sales. Another catalyst for this stock will be the new i-Watch they will be releasing.


Price:
$549.070
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-01-09 PAST TOP PICK David Baskin

(A Top Pick Dec 20/12. Up 5.63%.) Surprised it hadn’t done better. Still believes in the stock and that it should be trading closer to $600 a share.


Price:
$536.519
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-01-06 COMMENT Larry Berman CFA, CMT, CTA

When shares are bought back, pushed by activists, it often does not work.  Typically share buy backs are positive. 


Price:
$543.930
Subject:
TECHNICAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2014-01-02 PAST TOP PICK Gordon Reid

(A Top Pick Dec 19/12. Up 7.73%.) Thinks there are a lot of exciting things happening for 2014. The biggest and most important are new products. We need another wild product and if we get it the stock is going to do extremely well. Not only will earnings, revenues grow, but there will be a revision of the multiples upward. These are the 2 things that really drive stock prices. Carl Eichorn is pushing for a stock buyback, so capital allocation is a possible catalyst for a higher price. Also China Mobile is going to add a lot of units, which is another support under the stock.


Price:
$553.130
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2013-12-23 BUY Barry Schwartz

This stock could see some significant up move in 2014. China Mobile helps and there are new products that are definitely on the way in 2014. Sees improving demand for smart phones. For every phone sold, only 30% of them are smart phones globally. Valuation is cheap and you are not paying a lot for earnings. Doing all the right things.


Price:
$570.090
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-12-09 DON'T BUY Gavin Graham

(Market Call Minute) Once you get to be the biggest by market cap there is nowhere to go but down.  Won’t make you much money over the next few years.


Price:
$566.430
Subject:
GLOBAL & NORTH AMERICAN LARGE
Bias:
BULLISH
Owned:
Unknown
2013-12-05 DON'T BUY Darren Sissons

The only near-term catalyst that he sees is that China Mobile, which has billions of subscribers, is talking about launching the iPhone, which would be a big deal for the company. He is not a fan of this company.


Price:
$567.901
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
No
2013-12-03 PAST TOP PICK Gordon Reid

(A Top Pick Dec 19/12. Up 9.95%.) Have their mojo back with their existing product offering. 5S phone is doing extremely well. Has been terribly undervalued the last 2-3 years on just their existing business. Feels their existing business can take them into the $600s and maybe to an all-time high. The really exciting thing is what they come out with in 2014.


Price:
$566.322
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-12-02 COMMENT Jim Huang

Cheap by any financial means. This is why value managers and growth managers like it. You can expect that they will do more share buybacks and more dividends. They are so big though, they need to have revolutionary products to keep the momentum going. He looks at it as the next Microsoft (MSFT-Q), maybe a steady return and a good dividend but you shouldn’t expect too high a return out of this one.


Price:
$551.230
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2013-11-28 TOP PICK Barry Schwartz

Has about 15% market share in smart phones. They make about $200 net after taxes on each cell phone. 15% on 1.7 billion phones, that is $50 billion in profits, just on smart phones. Buying back stocks. Can see them earning $90 a share 3 years from now. Yield of 2.23%.


Price:
$545.960
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-11-27 HOLD Don Lato

Thinks they are going to have a spectacular quarter this time. Have had the iPhone 5S for the whole quarter. Sales have been going tremendously well starting from the very 1st weekend. He feels this is the #1 stock in his portfolio in terms of waiting and risk/reward profile.


Price:
$545.960
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2013-11-13 BUY Gordon Reid

This is a growing pie as smart phones, through the end of the decade, are projected to grow at an annual rate of 15%, which is pretty rapid growth. There is lots of room for good quality providers. This company satisfies the high end of that group. Margins are being maintained. The big knock is that there is no innovation, but he doesn’t care about the leapfrog process. They’re going to do fine with support revenue and cash flow growth. The real innovation is new products. They have said that the latter part of this year and 2014 are going to be a time when we are going to see a lot of new products.


Price:
$520.634
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2013-11-07 COMMENT Paul Harris, CFA

Obviously a great company and not an expensive stock from most valuation metrics. His issue is that a lot of their margins come from the iPhone and people can be very fickle about these types of products. It will be hard for them to make massive leaps in their phones. Expect that margins will come down on iPhones. Expect you won’t see much on the stock push but will probably see more dividends and shareholder friendly stuff.


Price:
$512.492
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BULLISH
Owned:
Unknown
2013-11-01 BUY Stuart Hinshelwood

Still the premier brand that is out there as it relates to iPads and iPhones. They can continue to push that brand further. Investors are just going to have to get used to when they ramp up products, the R&D costs that go into the building out of these devices, margins are going down. Not overly expensive. Well managed company. Expects there will be continued product innovation from them, such as a watch, TV, etc. Thinks it could get close to the $600 mark.


Price:
$520.030
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
No
2013-10-28 BUY Ian Ainsworth

He had a big run and his experience is that consumer products like this take a big run and then roll over and die.  So now he feels it is an on-going battle of whether they will make the quarter or not.


Price:
$529.876
Subject:
GROWTH & TECHNOLOGY
Bias:
BULLISH on CANADIAN MARKET
Owned:
No
2013-10-28 COMMENT Gavin Graham

Cheap on statistical measures. The problem with Apple was “what have you done for me lately”. After the iPhone and the iPad, you need something enormous and game changing. Stock price chart is starting to look like a lower high and lower low. Once you get to be the biggest company in the world, you can’t keep growing like you had. It will be difficult for them to do as well as they have over the last 5 years. Turning into a value stock with a decent dividend yield and stock buybacks. Longer-term it will be difficult for them unless they come up with a new wonderful game changer.


Price:
$529.876
Subject:
GLOBAL & NORTH AMERICAN LARGE
Bias:
BULLISH
Owned:
Unknown
2013-10-24 DON'T BUY Darren Sissons

He is one of the few people that have been a bear on this stock for a long time. Over the last 3 years, the stock has effectively tripled in revenues so investors have seen a substantial run up in the shares. As a consequence, it has accumulated a ton of capital and is finally returning some of that to shareholders. He questions how you can maintain that kind of momentum. As momentum slowed, institutional investors have sold down. Feels the stock has to go lower before it is really attractive.


Price:
$531.910
Subject:
GLOBAL LARGE
Bias:
SELECTIVE
Owned:
No
2013-10-17 BUY Stan Wong

Trades at a .68 peg ratio.  They have a lot of cash on hand.  Seems they are willing to make cheaper phones.  Trying to copy what others in the world are doing. 


Price:
$504.500
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULL on US & International
Owned:
Yes
2013-10-11 HOLD John Zechner

Hasn’t added to his holdings in quite a while. Has some growth issues and margins are probably not sustainable at current levels, but it is so dominant in the industry. You look at what the tablet market is doing to the PC market and that erosion continues. Thinks it is still well-positioned.


Price:
$492.812
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-10-10 PAST TOP PICK Richard Croft

(A Top Pick Oct 29/12. 0% Return.) Bull Put Spread. Sold Feb 600 Puts @ $44 and bought Feb 550 Puts @ $22.20. These expired worthless. He was trying to take a bullish position on Apple.


Price:
$489.638
Subject:
OPTIONS & ETFs
Bias:
UNKNOWN
Owned:
No
Showing 1 to 30 of 428 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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