Viewing Company Apple | StockChase
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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: $93.6400 on 2016-05-02

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Date Signal Expert Opinion Price
2016-05-02 DON'T BUY Norman Levine

It is a ‘yesterday’ stock.  He does not see what is going to make this stock go up a lot.  The handset business has been shown to be a graveyard business for a lot of other companies.


Price:
$93.640
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-04-29 COMMENT Don Lato

Reported disappointing earnings. Carl Icahn sold all his shares yesterday, so the stock came down pretty hard this week. At $94, it is just a little over 10X next year’s earnings. Still a dominant product in the smart phone area. There are concerns about lack of innovation and lack of growth in China. They’re being valued cheaply, but still generates tons of cash. Buying it here your risk is limited. Should they come out with that next big thing, it could be significantly higher. In the interim, you have a strong Eco system in the service side of the business, which was up 20% last year. The iPhone 7 is also coming out later in the year.


Price:
$93.266
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2016-04-20 COMMENT Benj Gallander

He rarely buys a stock over $10. Thinks Apple are making huge errors. They are taking on debt, and why with the amount of money they have in the bank? Also, buying back stock doesn’t make sense to him. This is technology, which can be very, very good, but can have problems for companies when they are very technology-based. It could certainly go higher, but at some point often, technology is not the leader in the field anymore, and then the stock price gets killed.


Price:
$107.130
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
No
2016-04-19 PAST TOP PICK David Burrows

(A Top Pick April 21/15. Down 14.2%.) Was stopped out, and doesn’t own this currently.


Price:
$106.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2016-04-18 DON'T BUY Keith Richards

There were reports last week of slowing iPhone production.  It is probably a trading stock now.  The uptrend has ended.  Until it breaks out, he would look at trading it.  The bigger trend is not all that positive right now.


Price:
$107.480
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
Unknown
2016-04-14 TOP PICK Brian Acker, CA

He was pounding the table at $85. He thinks their earnings will be good and they will buy back a tone of stock.  Expect a dividend increase.  $160 model price.  A good value name to hold in your portfolio.


Price:
$112.100
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-04-13 WAIT Cameron Hurst

The next product cycle will be starting in September. Until then, you are facing really tough comparable sales numbers, and he wouldn’t be surprised to see the stock consolidate a little. He likes tech, this company, management and the product line up. You don’t need to jump the gun on this one.


Price:
$112.040
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Unknown
2016-04-06 HOLD Stan Wong

The dividend is projected to be 2% this year.  He thinks it will go up this year.  He has held this for a long time even though he is not a buy and hold guy.  It is reaching a resistance level.  He is looking for an opportunity to take profits. 


Price:
$110.960
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-04-05 BUY on WEAKNESS Zachary Curry

He likes this. When it gets up, he trims his position, and then buys back when it drops in price. This has a low PE and they have tons of cash. Feels that in September they are going to have a new release of an iPhone which, after 2 years, will have a good refresh cycle. If this sold off, he would be a buyer.


Price:
$109.810
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Yes
2016-04-04 PARTIAL SELL Larry Berman CFA, CMT, CTA

Analysts are looking at $120-$150 as targets.  He would lighten up on market strength here.


Price:
$111.120
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-04-04 BUY John Zechner

Still one of the great stocks out there. A device company, but if it was the only device company going forward, then there would be a lot to worry about. They are building such a strong ecosystem of IOS software to become independent, and that is the future of this company. If you take out the cash, it is trading at about 9X earnings, making it exceptionally cheap for one of the greatest growth companies over the past few decades.


Price:
$111.120
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on OIL
Owned:
Yes
2016-03-22 SELL Norman Levine

The verdict on the watch is still out.  He does not see people wearing it.  He wonders where the innovation is now with Steve Jobs gone.  The iPod has peaked, as has the tablet.  So he does not have an interest in the stock.


Price:
$106.720
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-03-18 HOLD Gavin Graham

(Market Call Minute.) A pretty cheap stock, but the difficulty is that it is the biggest stock in the world, and how much bigger does it get.


Price:
$105.920
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-03-17 BUY Kash Pashootan

It struggled over the last year.  The main challenge is that for the first quarter since ’03 they forecast a decline in revenues.  Will growth if iPhone picks up in Asia and new products gain traction.  He feels that with the cash they have it is a buy.  They are in a position to grow their dividend.  Don’t get scared of recent volatility.  The strategy is that they can create excitement with their new releases of iPhone.


Price:
$105.800
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
SELECTIVE
Owned:
Yes
2016-03-10 DON'T BUY Christine Poole

They have a lot of cash and trade at a pretty low multiple.  They are a technology company and have to continue to innovate.  There is still a lot of replacement demand for the iPhone in the US, but in China there are a lot of substitutes and the Chinese have to buy their phone outright.   She wants more visibility going forward on earnings growth.


Price:
$101.170
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
No
2016-03-09 TOP PICK Brian Acker, CA

This has had a nice pullback. Trading at $101.03, and his model price is $146.06, a 44% upside. This is the #1 weighted stock in the S&P 500. Dividend yield of 2.06%.


Price:
$101.120
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2016-03-02 COMMENT Cameron Hurst

A tale of 2 time periods. Short-term they are running into competition. They put up some truly phenomenal comps, and they are heavily reliant on the product cycle. IPhone 7 is coming out in September, which is a period where you have not only lapped challenging comparison sales numbers, but at the same time you have a new product launch coming. Until then, it is a bit of a tough story. Likes the company and likes management. Doesn’t feel you need to rush into this, but likes the stock long-term.


Price:
$100.750
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-02-19 COMMENT Jennifer Radman

She is curious about what is going to happen and is watching from the sidelines. We are now getting into a replacement cycle, where everybody already has the product, so instead of growing into new demand, you are essentially replacing what you had. She doesn’t like betting on the consumer.


Price:
$96.040
Subject:
US LARGE
Bias:
BULLISH US ECONOMY
Owned:
No
2016-02-17 COMMENT Gordon Reid

Has been painted with a brush of being a hardware company that might disappear because some kid in a garage might come up with something better. This is basically why hardware companies tend to be assigned lower valuations. They are working hard towards building a services business with recurring revenue where there is more certainty. About 10% of their business now is Apple Music, Apple pay, etc. and these are applications that he thinks will have more traction in the future. The one thing that has hurt is the success of the iPhone. About a 3rd of their total market capitalization is in cash.


Price:
$98.120
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-02-10 TOP PICK John O'Connell, CFA

A great company and the largest company in the world. People are questioning how they can possibly do any better than they have. There are probably around 600 million iPhones out there, about 2 million 6’s, which means there is about 4 million odd 3’s, 4’s and 5’s. If you upgrade 50% of those every 2-2.5 years, that is 100 million of demand from just upgrades, taking out growth in the marketplace and China, which is growing by leaps and bounds. They are just getting involved in India. Trading at 10X earnings.


Price:
$94.270
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-09 HOLD Christine Poole

At this price, it has probably found a bottom. There is not a lot of visible growth. Trading at a pretty low multiple and have tons of cash. They are buying back stock and paying a dividend, so she thinks you are pretty safe with this.


Price:
$94.990
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-02-04 TOP PICK Brian Acker, CA

44% upside.  They missed on their iPhone volumes.  It is not devastating.  His model price is still $138.  He does not think you can get hurt here.  The 2% dividend will probably go higher.


Price:
$96.600
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2016-02-03 DON'T BUY Norman Levine

Not a good time to add. When Steve Jobs died, he wondered what Apple was going to bring in the future. For the first 2-3 years, we had what was in the pipeline. After that it was what is new and innovative and what is going to drive the company in the future. Hasn’t seen a lot of evidence of “new”. Outside of the phone, he doesn’t see what is going to propel the company.


Price:
$96.350
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-02-02 DON'T BUY Keith Richards

The longer-term trend line that started in 2013 has been broken. A long-term trend line that has been broken is really significant. Sometimes you get a rally if it breaks out above the trend line again, but at this time this company is underperforming its sector of tech stocks, and is breaking down.


Price:
$94.480
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
Unknown
2016-01-28 COMMENT Barry Schwartz

Had the best quarter in history of humankind, and the stock dropped 6%. This reminds him of Microsoft (MSFT-Q) a few years ago. It was treated as a dead company and was never going to innovate, and had only one product. Apple is generating an unbelievable amount of cash, but don’t think for one second that this is just going to be an iPhone company. IPhone is 60%-70% of profits. Expect they will add more products and add-ons.


Price:
$94.090
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-01-28 HOLD Colin Stewart

If you are a long term investor and bought it much higher, then hold on to it.  The recent decline is probably overdone.  They have a very dominant global brand.  There are near term headwinds.  He will buy it back at some point in the future.


Price:
$94.090
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
No
2016-01-27 TOP PICK Don Lato

The valuation is just too low to pass up at this level.  They will most likely increase their dividend in April.  They are still gaining market share.  His biggest concern would be a lack of pick up in China.


Price:
$93.420
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-01-26 COMMENT Mike S. Newton, CIM FCSI

Just reported after the close. Had disappointing numbers relating to iPhone sales, and revenue looked a little bit soft. A classic example where the absolute numbers are actually staggering and quite impressive. The Apple excitement and growth rates are coming sub-10 now. His issue is that it is over-owned and over-followed, and the user experience has declined substantially. They have to fix their eco system service, which is getting complicated, and never used to be. Also, when the PE starts to come down on the stock, it is hard to turn that around.


Price:
$99.990
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-01-22 COMMENT Jaime Carrasco

We should be getting a good rebound coming in, so as a trade this makes a lot of sense. He expects a rebound, because the market has come down quite a bit. Be prepared to trade this if you want to be aggressive, but be prepared to Short when it runs out of steam.


Price:
$101.420
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Unknown
2016-01-21 TOP PICK Gordon Reid

(Top Pick Jan 15/15, Down 7.65%) They are in the midst of a ‘weak refresh’.  The market is looking to the iPhone 7 later this year.  Here is a company that makes 60% of their revenue from an iPhone with a 40% margin.  Their customers are loyal.  73% of iPhone users have an iPhone 5 or older.  There is huge opportunity due to the upgrade cycle to the 7 and successive products.  A third of their market cap is in cash.


Price:
$96.300
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
Showing 1 to 30 of 633 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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