stockchase picture

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

There are 0 registered members and 48 guests viewing this site

Company Index

List by Company Name

All | 0-9 A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

List by Symbol

All | 0-9 A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Apple

Stock Symbol: AAPL-Q

Notes:PC Mnfctr

Last Price Recorded: 442.9300 on 2013-05-21 01:14:01

Globe 200 day average
Google Discussions (view only)
yahoo discussion
Date Signal Expert Opinion Price
2013-05-16 PAST TOP PICK Stan Wong

Recommended at 571.72 now 434.58 down 22.35% They did a share purchase plan a few weeks ago, which put a floor on the recent drop in share price.  Still some catalysts, Apple TV, Iphone. Have started buying it for new clients recently. The growth won't be as big as it has been in the past.

 Price:
$434.578
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-09 WATCH Jon Vialoux

Has been YOUR tech spot until last month.  It has been bottoming for some time.  He wishes it to retest previous levels.

 Price:
$456.770
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Unknown
2013-04-30 DON'T BUY Lorne Steinberg

Raised $17 billion in a bond issue which he thinks is absolutely insane. For a company with $100 billion plus in cash to respond to a hedge funder to do a massive share buyback, raise the dividend and borrow money makes absolutely no sense. It always worries him when companies try to raise shareholder value by doing a massive share buyback. Great company but they need to come out with a new product. Losing traction on the phone side to Samsung.

 Price:
$442.780
Subject:
VALUE STOCKS & HIGH YIELD BONDS
Bias:
BULLISH on FOREIGN
Owned:
No
2013-04-29 BUY John Wilson

Has been buying at these prices. Feels that it offers value. Challenged in terms of some of the market share dynamics going on with Samsung. However they have a pretty good moat around their business in terms of their eco system. Has a very strong brand appeal. They continue to take market share.

 Price:
$430.120
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-04-18 DON'T BUY Jennifer Radman

Such a big part of culture.  They revolutionized how we use technology.  How do you replicate that again.  She prefers Qualcom because they have the patents on all the technology and the chipset side of the business.

 Price:
$392.050
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
No
2013-04-18 BUY Barry Schwartz

No one can argue about the value in the company. There is $140 billion in cash and it is paying a dividend. Its products are not going away. There is lack of enthusiasm right now so this is probably the time to be loading up on the stock. This is at the height of maximum pessimism.

 Price:
$392.050
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2013-04-11 HOLD Gordon Reid

Although he owns this, at this point he has 2 major issues. One is capital allocation policy. They have $137 billion and they have to figure out what to do with it. Secondly, they have to overcome this wave of pessimism that is sweeping over the company. This is sort of rooted in the idea that innovation died with Steve Jobs. The market is looking for a new innovative product such as a phone, iPad, TV, etc.

 Price:
$434.330
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2013-04-09 HOLD Christine Poole

(Market Call Minute.) Have a lot of cash so it is safe. She is waiting to see what the next product line is going to be.

 Price:
$426.980
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-03-27 PAST TOP PICK Don Lato

(A Top Pick March 2/12. Down 15.62%.) Has clearly changed from a momentum stock, even though the valuation never approached dangerous levels. Feels a little bit of momentum is coming back. Earnings growth has flattened out in the last couple of quarters but doesn’t think it’s going to stay that way forever. Trading at only 10X earnings. Could see it moving into the mid-to high $500’s this year.

 Price:
$452.080
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-03-19 BUY John Wilson

Has just started purchasing this. At these levels, the cash flow yield is over 10%. PE multiple is below 10 times. A third of its market cap is in cash. Generates about $20 billion in cash each quarter. He knows that at these levels there is a catalyst in place to have to return cash to shareholders. It could be through a much larger dividend or a very large buyback.

 Price:
$454.490
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-03-18 WAIT Larry Berman CFA, CMT, CTA

We are not ready to get into Apple.  They made an announcement they would bump the dividend.  Sees 3-5% correction in equity markets so use that as an entry point for Apple.  One more lower low and then you can nibble.

 Price:
$455.720
Subject:
N/A
Bias:
CAUTIOUS
Owned:
Unknown
2013-03-18 HOLD Peter Brieger

It has 10%-11% projected earnings growth according to some analysts. PE of 9.8%, which is ridiculous. Very cheap.

 Price:
$455.720
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-03-12 DON'T BUY David Burrows

Sometimes stocks become so over owned that when technically they start to sell off, they become a source of funds for other types of investments. Samsung seems to really be attacking this company. Innovations have been less than exciting. To compete they are going to have to either innovate, which will impact their margins, or will have to compete on price, which will also impact their margins. (He is Short this stock.)

 Price:
$428.430
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2013-03-01 DON'T BUY Hap (Robert) Sneddon FCSI

It should hold at the current level. If it breaks down through $430, it’ll probably go down a bit further, high $380’s-$390’s. If you believe in this on a long-term fundamental basis, it will have a lot of grinding through those places where people paid much more and are trying to get their money back. There are better stocks in this space.

 Price:
$444.570
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
CAUTIOUS
Owned:
Unknown
2013-02-26 BUY Barry Schwartz

At this price, it is a steal of a deal. Pick up cash and is trading at 6.5X earnings. Dividend yield is attractive. Something has to be done about their cash balance and hopefully they will announce something at tomorrow’s annual meeting

 Price:
$448.970
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-02-25 PAST TOP PICK Chyanne Fickes

(Top Pick Jul 6/12, Down 24.44% Total Return) Incredible value.  It is so cheap.  But earnings could be problematic over the next couple of quarters.  She has been selling at higher prices.

 Price:
$442.800
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-02-21 DON'T BUY Jennifer Radman

It is pretty compelling at this point.  Valuations are pretty compelling.  Issues are size of company and they reinvented part of the tech space and now what are the next steps.  Prefers Qualcom because they make the innards of the handsets.

 Price:
$446.060
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
No
2013-02-19 TOP PICK David Baskin

As a value investor, he thinks this is going to make something over $40 this year. It has $150 a share in cash. Take off the cash and you are getting $40 of earnings for $300, which is 7X earnings for one of the great companies in the history of the world. He is assuming a major share buyback will be announced at the annual meeting as well as an increased dividend. Yield of 2.3%.

 Price:
$459.990
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-02-15 DON'T BUY Keith Richards

Fairly predictable.  Found support in $450 area.  Trend is negative and not a lot supporting it long term.  He would not be buying it here.  He would take a look at it at $400.

 Price:
$460.160
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
No
2013-02-05 HOLD Gordon Reid

Has been surprised at the magnitude of the drop in price. This was a positive high momentum company on the upside and has flipped around to a negative momentum. Fundamentally, not a lot has changed. By the end of their fiscal year, he thinks they will have about $175 a share in cash. Trading at about 5.5X ex-cash. Extremely cheap but right now the market is not carrying about fundamentals.

 Price:
$457.844
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2013-02-04 COMMENT Ian Ainsworth

Now that the stock has retreated back to around $442, he is looking at this closely. Very concerned about the next couple of quarters which are going to be a little bit shaky because of margin pressure. They need a refresh of the product. Apple 5 is good but is not selling outside of North America as well as people had hoped. 75% of the profits in the industry. Has the ability to layer on the big base of new products that will rejuvenate it.

 Price:
$442.316
Subject:
GROWTH & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2013-01-24 DON'T BUY Hap (Robert) Sneddon FCSI

Just under 2% of outstanding shares being shorted.  This is probably incidental.  It broke a 2-year trend line.  As a bell weather there may be a changing of the guard.  It could bounce back up to the trend line and then come back real quick.  But it could take a lot of time to work through this.

 Price:
$450.500
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Unknown
2013-01-23 SELL Darren Sissons

Don’t confuse a good story with a good investment. Tripled over the last 3 years and the market expected this to continue. Really a product of a fund-filled story. As Apple moved higher on earnings, mutual funds came in behind and reweighted to the index which pushed it higher and higher on supply and demand. Unfortunately, expectations have come down and funds have caused more volume to go into the market and pushed the price down further and further.

 Price:
$514.005
Subject:
GLOBAL LARGE
Bias:
DEFENSIVE
Owned:
No
2013-01-22 HOLD Peter Brieger

Fourth-quarter is coming up and if it gets clobbered, he’ll want to see why. If the quarter turns out not badly, he thinks he would add to it. A long-term bull on the company. There is lots of room on the upside, especially in developing nations.

 Price:
$504.770
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-01-17 TOP PICK Don Lato

(Top Pick Feb 2/12, Up, 11.92%) Has not been easy to hold the last 3 months.  Wishes he had added to it after the 30% sell off.  It got ahead of itself.  All the bad news.  We will find out what’s going on next Wednesday. 

 Price:
$502.680
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-01-17 BUY Stan Wong

Ranks very nicely. Trading at 10X earnings with an estimated growth rate of 20% going forward. If growth rate backed down, a 15% still gives you a PEG ratio of 0.66, which is very cheap. If it goes down to 10%, the PEG is still 1.0 so anyway you cut it, this stock is very cheap.

 Price:
$502.680
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2013-01-14 BUY Barry Schwartz

Has already bought some today.  It is a great opportunity to buy the best branded company in the world at a discount.

 Price:
$501.750
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-01-11 COMMENT Jennifer Radman

Just announced good sales in China but stock price hasn’t reflected this. How come? A lot of concerns in China are on margins which are not quite as high as North American margins. Apple pretty well revolutionized a big part of the technology space and has some of the largest revenues of the technology sector. Valuations look fairly attractive. When you get into such large companies with such large revenues, especially with margins quite high, you wonder how they will replace that, so she tends to stay away. (See Top Picks.)

 Price:
$520.300
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
No
2013-01-10 COMMENT Gordon Reid

Market is driven by earnings and fundamental growth, but it is also driven by psychology. The drop in stock price from $700-$523 is more because of psychology because not much is changed with this company.

 Price:
$523.510
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2013-01-08 SELL Patrick Horan

Big question “is it a value trap, or not” as it looks cheap at only 11X forward earnings. If you look at the 2nd derivative of earnings, this company has very, very high margins. A company that attains the margins they have seldom keep it. As the innovation cycle has waned, we will see the competition come in and continually chip away at those margins. Thinks it is a value trap.

 Price:
$525.310
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
Showing 1 to 30 of 377 entries
First Previous 1 2 3 4 5 Next Last
Post Comment

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.