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Apple Stock Symbol: AAPL-Q

Notes:PC Mnfctr

Last Price Recorded: $126.4400 on 2015-07-03

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Date Signal Expert Opinion Price
2015-07-02 BUY David Baskin

He does not think the Apple watch is the be all and end all. The last iPhone release was successful.  He thinks Apple music will make incremental revenue.  11 times earnings.


Price:
$126.440
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2015-06-25 TOP PICK Stan Wong

The valuation on this is still very, very solid. Trading on a 13 X forward PE multiple with a 15% long-term growth rate. That puts it at a PEG ratio of 1.0%. Balance sheet is unbeatable with $94 billion in cash. That allowed them to do a $140 billion share buyback. Yield of 1.63%.


Price:
$127.500
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-06-24 COMMENT Charles Lannon

It is important to separate the outlook for the stock versus the company. They both have challenges. At the company level, it is no longer a fast growth company. The key areas where it makes its profits are pretty mature. It is hoping to develop new revenue lines through music streams, watches, etc. As the stock goes through the transition of being a very high growth company, to being a lower growth company, to being an average growth company you are going to get a rotation in their shareholder base. It is tough to see how the stock will do well over a sustained period of time.


Price:
$128.110
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Unknown
2015-06-16 PAST TOP PICK Brian Acker, CA

(A Top Pick July 3/14. Up 36.87%.) His model price is $161.03, a 27% upside. $138 is a real barrier for them.


Price:
$127.600
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-06-16 COMMENT Gordon Reid

We are always encouraged by our stocks doing well, but the important thing is the underlying company and is it moving at the same rate of growth as the stock price. If it is, then we know that the metrics are basically staying the same or getting less expensive. This is a victim of its own success. The iPhone has been tremendously successful and is their high margin product. He would like to see a bigger pie and thinks we are seeing that as they are expanding their product base.


Price:
$127.600
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-12 COMMENT Colin Stewart

It is hard to argue with this company. The only negative is the law of large numbers. The question is, can they continue to grow given that they are such a massive company and generates such huge amounts of cash flow and earnings. Not that expensive a stock, and if you back out the cash, it is probably trading at 11 or 12 times earnings.


Price:
$127.170
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-06-05 TOP PICK Kash Pashootan

If you take away the exciting package, the shine and the glitter, this company has been operating on all fronts. The smart phone market in North America is saturated, and they are trying to grow in emerging markets. Globally 24% of the world uses smart phones today, so there is still lots of adoption that can take place. They continue to innovate and the new innovations are gaining traction. Dividend yield of 1.61%.


Price:
$128.650
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2015-06-04 BUY David Burrows

His single biggest position.  They are in a product cycle upgrade.  Incremental sales in iPhones are from other manufacture’s customers.  He loves his iWatch.  It is an inexpensive company.  39% return on equity.  Their services business is the most profitable part of their business, such as iTunes or the monthly subscription to iCloud.


Price:
$129.360
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
Unknown
2015-06-03 PARTIAL SELL Gavin Graham

This has been enormously successful. The difficulty now is that it is the biggest company in the world by market cap and the actual rate of growth is slowing. If you have some profits, you might want to take some.


Price:
$130.120
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Unknown
2015-05-19 BUY on WEAKNESS Brian Acker, CA

Has a model price of $162.95, a 25% upside. A year from now, he has a model price calculation at $175. He likes this company and would try to get it on a pullback.


Price:
$130.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-05-19 PAST TOP PICK Zachary Curry

(A Top Pick July 10/14. Up 37.1%.) This choice came down to the whole company and their suite of product offerings. He has taken some money off the table. This will continue to grow. Thinks it would be very hard to pull people away from their Apple products.


Price:
$130.070
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-07 COMMENT Benj Gallander

Not his kind of company. Has been thinking for years that it was overvalued, but it keeps on going up. It does share buybacks which makes no sense to him. They’ve taken on debt that also makes no sense to him. At some point he thinks they will have difficulties.


Price:
$125.260
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
No
2015-05-04 PAST TOP PICK Don Lato

(A Top Pick April 10/14. Up 75.36%.) This still goes higher. Still a cheaply valued stock. Beat earnings again last week. The iWatch and Apple pay are going to be additive to earnings, and more importantly additive to the eco system.


Price:
$128.700
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-04 HOLD Larry Berman CFA, CMT, CTA

Thinks it will go higher.  He does not know if the iWatch will be successful, however.  He is more concerned about market risk in the back half of the year so he does not like to look at stock at all time highs.  Don’t chase it here.  Don’t put new money into it.


Price:
$128.700
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-04-29 TOP PICK Bruce Tatters

(A Top Pick Oct 14/14. Up 32.6%.) This company is always going to go from a position that it is such a big company, people won’t believe it is going to grow any more. The iPhone 6 is a very specialized iPhone and is taking market share from other vendors. Dividend yield of 1.61%.


Price:
$128.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-24 COMMENT Jon Vialoux

Earnings are coming out on Monday and there is a lot to be cautious about when earnings are coming out. This stock can be a bit weak following earnings. This is a growth story and it is hard to find periods of negative strength for it. Technically it is consolidating right now and forming a bit of a triangle, so you are waiting to see it breakout. There is a developers’ conference coming up, and that is where investors get really excited into June, so that might be the time to pick it up on the cheap.


Price:
$130.280
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2015-04-21 TOP PICK David Burrows

Believes the biggest theme in this market is consumer globally. This is probably the greatest consumer product company on the planet. Very inexpensive trading at 13/14 X earnings. IPhone 6 sales, in the most recent quarter, had only about 15% going to current iPhone users, meaning they are taking market share from everyone. Their service business is 10% of revenues now. Dividend yield of 1.48%.


Price:
$126.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-21 PAST TOP PICK John O'Connell, CFA

(A Top Pick April 14/14. Up 73.52%.) Sold some of his holdings in order to get his weighting down to 5% of his portfolio. This remains an exceptionally exciting business to own. You can Buy at these prices. A well-managed company that is capable of creating new product categories and attracting intelligent people to work for them.


Price:
$126.910
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-04-20 TOP PICK Barry Schwartz

Good companies that have high ROE’s and generate lots of free cash flow with great branded products are going to grow. Thinks they are going to earn $8.40 this year and well over $9 next year. Add in the cash balance and trading at 10 or 11 times earnings, it may be the best company in the world. Dividend yield of 1.47%.


Price:
$127.600
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on ENERGY
Owned:
Yes
2015-04-17 BUY on WEAKNESS Norman Levine

Because the market has been so frothy, based on the free money, he would wait for a pullback in this as well as in most stocks.


Price:
$124.750
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2015-04-16 BUY Kash Pashootan

With the amount of cash they have, there is a cushion to see dividend raises continuing to come forth. They have really executed on all fronts. Their foreign expansion of smart phones is continuing. Last quarter, sales in China were up 70% year-over-year. They still have a very small market share in Asia, so there is further upside potential. They are continuing to innovate which is important for the future.


Price:
$126.170
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
BEARISH
Owned:
Yes
2015-04-09 COMMENT Stan Wong

Looking at the seasonals, this does have some weakness in June, a little bit of weakness in January and December, but the rest of the months are very positive. The most positive month is April. He still likes the stock and it is still trading at a reasonable valuation. Lots of cash on the books and lots of opportunity to continue to do well. Trading at a PEG ratio of .9, which is a pretty decent valuation.


Price:
$126.560
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-03-30 COMMENT Gordon Reid

Trading well below market multiple, yet it is growing at a faster rate. That tells him that over time it will make that up, and go to levels that will take it to a valuation more in sync with the market. This is not overvalued and has some room in front of it.


Price:
$126.370
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-26 DON'T BUY Benj Gallander

He thought APPL would get creamed at some point but overall it has continued to go up.  Tech companies do get beaten down at some point.  You have to keep coming back with sexy products.  He thinks it is crazy that they took on more debt when they had so much money in the kitty.  Tech companies do get beaten up at some point.


Price:
$124.240
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
Unknown
2015-03-25 COMMENT John Wilson

Stock vs. Stock.  BRK.B-N vs. AAPL-Q.  The actual price should have nothing to do with it.  If you want to hold it 5-10 years then choose BRK-N.  In Apple’s space, they take turns dominating the space, so he can’t be sure of it for 5 to 10 years.  Buffet may not be around in 10 years but he has good people running the company.


Price:
$123.380
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2015-03-20 HOLD Norman Levine

There has never been enough value for him to buy it, but if you own it, there’s no reason to sell it.  The watch is the first non-Steve Jobs product.


Price:
$125.900
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on EUROPE
Owned:
No
2015-03-18 COMMENT Mohsin Bashir

He believes this still has legs. Tim Cook has done an excellent job at being able to manage this company as it goes through its maturity stage. The initiation of a dividend is proof of the metamorphosis that is taking place. He wouldn’t buy this for its dividend, but for its growing dividend. The cash flow they generate is strong, to maintain an increasing dividend over time. Trading at about 13X PE, which is very reasonable in this environment.


Price:
$128.470
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-03-11 COMMENT Keith Richards

Definitely overbought. If you draw a 200 day moving average on the chart, and if it is more than 10% over the 200 day moving average, it is probably time for a pullback. However, this is all within the healthy uptrend. A rule of thumb is to watch the 200 day moving average, and if something arcs too high (10%) off that, it might be due for a pullback. After the pullback, that might be a good time to enter the stock.


Price:
$122.240
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Unknown
2015-03-10 PAST TOP PICK John O'Connell, CFA

(A Top Pick April 14/14. Up 70.56%.) Very excited about the applications that the iWatch can do from a health and payment perspective. He thinks this whole connected theme is going to be very big longer-term.


Price:
$124.510
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-03-09 COMMENT John Zechner

None of us know what the real impact of the new iWatch will be. This company has always been good with the consumer devices. They are very smart about it in the way they package it. He thinks it will be a win. He can’t see any downside to it at this point.


Price:
$127.140
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Yes
Showing 1 to 30 of 535 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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