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: $152.7400 on 2017-07-25

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Date Signal Expert Opinion Price
2017-07-17 COMMENT Richard Croft

What Call Options would you use? The easiest way is to buy the option that is closest to the current price of the underlying stock. It is currently at $149.56, so he would look at a $150 Call. A $150 Call is the option that is considered to be “at the money”, because the Strike price is basically at where the stock price is. The “at the money” options tend to act most like an options contract, so you will get the bang on the upside and the hedge a bit on the downside. It is the most liquid option of the basket that you could look at. If you want to get a little more sophisticated, try and ascertain in your mind what kind of move you think is reasonable for the company based on your forecast for what the iPhone 8 is going to do for the company.


Price:
$149.560
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Unknown
2017-07-11 PAST TOP PICK Brian Acker, CA

(A Top Pick April 14/16. Up 32.48%.) The stock is on a roll. It just had a nice little correction.


Price:
$145.530
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-11 TOP PICK Brian Acker, CA

The iPhone 8 is going to be a major upgrade cycle. A lot of people are holding off for this upgrade, as opposed to the iPhone 7. The stock had a nice pullback and they are going to report earnings in 2 weeks, but what really matters is their guidance going forward in September. It closed at $145.06, and he has a model price of $184.61, a 27% upside. Dividend yield of 1.7%. (Analysts’ price target is $164.)


Price:
$145.530
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-07 COMMENT Cameron Hurst

This has a product cycle coming up in September. Ahead of that, you are likely to see some kind of pre-positioning. Also, there has been a pretty sharp break, and you have to fill that gap before you can make new headway. It might be time to move on to something else. Healthcare has been pretty good right now. There are a lot of good drivers, but he would be a bit careful.


Price:
$144.180
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2017-06-30 COMMENT Hap (Robert) Sneddon FCSI

Sold his holdings a few weeks ago. June was a pretty volatile month. Expects technology is going to come back to its trend.


Price:
$144.020
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
BULLISH
Owned:
No
2017-06-28 COMMENT Jason Mann

A good example of a growth stock, but also a “value” stock. He looks at valuation, price momentum and volatility, and the stock has it all. It still has really good valuation.


Price:
$145.830
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-26 COMMENT Peter Brieger

A stock that, subject to your view of the market and your price parameters, you could own. You know for certain that this company is going to continue to be an innovator in a number of different areas.


Price:
$145.820
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-06-21 HOLD Gordon Reid

People have been saying that the Apple phone is going to fail for as long as he can remember. This has done very, very well for his clients. He has trimmed his holdings 8 times. A 3rd of their market capitalization is in cash. The iPhone 8 is the 10th anniversary of the iPhone. They are putting a lot of money behind R&D, and he thinks there are some good things that are going to come out. There is a 93% loyalty rate amongst Apple buyers.


Price:
$145.870
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-06-19 DON'T BUY Veeral Khatri

He owned it on and off over the last couple of years but it had a good run.  What is their next trick?  The question is what’s next and he does not have a good handle on what that is.  They have this huge loyal user base and he thinks there is a huge opportunity with APPs.  They need to be better at capturing services revenue.  He prefers GOOG-Q.  If AAPL-Q pulled back 10-15%, it would be a lot more palatable.


Price:
$146.340
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2017-06-15 HOLD Christine Poole

The next iPhone is part of the run up as part of their off shore cash that may be repatriated if Trump comes through.  It would be a one-time boost to the balance sheet.  She would prefer to see more avenues of growth.  Basically phones are just replacement demand.  She is not sold as a growth story.


Price:
$144.290
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on NORTH AMERICAN ECONOMY
Owned:
Unknown
2017-06-14 TOP PICK John O'Connell, CFA

About to go through a huge, huge upgrade cycle. Trading at about 16X forward earnings, which he feels is too low. They continue to be very innovative. The company’s strength is also its weakness. Its biggest weakness right now is Siri and the artificial intelligence. It’s very advanced artificial intelligence, but its ability to learn through machine learning is being retarded by having a closed ecosystem. Dividend yield of 1.7%. (Analysts’ price target is $161.50.)


Price:
$145.160
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-09 DON'T BUY David Dietze

He would not be a buyer here. It is right at the top of its range. A lot has been priced into them being able to repatriate cash from overseas if there is tax reform, but as the administration continues to get distracted, he thinks this gets pushed out. He also has questions about their innovation. A lot has been priced into their next version of the iPhone, and they are going to have to sell a lot of iPhones very quickly to justify it. In other areas, they seem to be falling flat.


Price:
$148.980
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-06-07 BUY Kash Pashootan

The stock is up about 55% or so over the last 52 weeks. We have to accept that this is a different company than what it was. Growth is going to become more challenging, which means it is going to go through periods where the stock doesn’t do much. He really likes their recent move. They are back to innovating. They continue to trap you into their ecosystem every time they come out with a new service or product. The stock is only trading at 17X.


Price:
$155.370
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-06-05 BUY Matthew McCall

AAPL-Q vs. GOOGL-Q vs. AMZN-Q.  He likes these two as well as AMZN-Q.  You could make a case for all three.  He owns all three.  These guys are changing the world.  AAPL has not had an announcement for a while, but will have announcements in the next year.  They could pull back a bit, but he would own all three.


Price:
$153.930
Subject:
US EQUITIES
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Unknown
2017-06-02 PAST TOP PICK Brian Acker, CA

(A Top Pick March 9/16. Up 56%.) Closed at $153.18, and his model price is $182.71, a 20% upside. A year from now, he is expecting it to be $198, a 30% upside.


Price:
$155.450
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2017-05-30 COMMENT Mike S. Newton, CIM FCSI

This has confounded him for this last year. The Apple ecosystem is phenomenally strong, but found it interesting in the last quarter that Chinese sales are actually declining in their ecosystem. His photos are confusing, he can’t find them, and sometimes they’re on somebody else’s phone. He is in a real neutral position right now.


Price:
$153.670
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2017-05-29 BUY Teal Linde

The stock has been doing quite well even though their revenues are only growing at single digits.  They have always traded at a low multiple because of a narrow product line.  In the last quarter they said 20% of their profits are from Apple app store, Apple music and Apple iCloud, which are all high margin.  They think it can double in the next three years.  That would justify a higher multiple that you are seeing now.


Price:
$153.610
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
SELECTIVE
Owned:
Unknown
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
Showing 1 to 30 of 787 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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