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Apple Stock Symbol: AAPL-Q

Notes:PC Mnfctr

Last Price Recorded: $123.2500 on 2015-03-29

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Date Signal Expert Opinion Price
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
2015-02-26 COMMENT Jennifer Radman

She does not like consumer products tech companies because of how fast the consumer shifts their preferences.  She is always watching it, however.


Price:
$130.415
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
No
2015-02-25 COMMENT Gordon Reid

There is more clarity than there was 2-5 years ago, when it was thought that they had to reprove themselves on innovations. They now have new products coming such as the new watch and Apple Pay. He thinks there is still a lot of growth and a long runway. Have become much more shareholder friendly. No company globally produces the amount of free cash like this company. His guess is that the 1.44% yield will probably close to double in April.


Price:
$128.790
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2015-02-24 COMMENT Barry Schwartz

This has become the biggest holding in his portfolio, and he trims back when it becomes 5%-6% of the portfolio. He thinks this is one of the greatest companies in the world and there is still a long runway of growth potential.


Price:
$132.170
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-20 SELL Charles Lannon

He would separate the company from the stock. A lot of people love their products and use their products and are a very strong fan base. They dominate profitability and the smart phone industry despite that their market share is only around a 5th globally. He would argue the reason this has been so successful in the last 10 years, is because somewhat uniquely among large cap tech companies, Steve Jobs had the ability to bring together the engineering department, product management department, sales/marketing department, and get them to bash their heads together. This got compelling products out really, really quickly and only focused on products that made a difference. With his passing, his fear is that this company looks a lot like most other large tech companies, where there are all sorts of good ideas percolating, but the real challenge is to get those ideas to market very, very quickly. If he owned, he would be very tempted to take a profit.


Price:
$129.495
Subject:
GLOBAL
Bias:
BULLISH
Owned:
No
2015-02-19 PAST TOP PICK Don Lato

(A Top Pick April 10/14. Up 75.02%.) This is now at about an 8%-9% weighting in his clients accounts. It is still cheap at 15X this year’s earnings. Thinks that Apple Pay is going to be a huge success. (See Top Picks.)


Price:
$128.450
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2015-02-18 TOP PICK Bruce Tatters

(A Top Pick Oct 14/14. Up 30.64%.) Has almost $30 a share in cash and is going to earn about $8.60-$9 this year. He is optimistic that they will again find a way to create a category where others have tried and have not done so well, such as the watch. Dividend yield of 1.47%.


Price:
$128.715
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-02-17 BUY Colin Stewart

One of the great growth stocks of our age. It is actually not expensive. If you strip out the $30 per share in cash they have on their balance sheet, it is only trading at about 12.5X PE. This is still a cheap value stock and is growing at above average rate. Yield of 1.5%.


Price:
$127.830
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-02-17 COMMENT John Hood

Write Covered Calls? You could, although he has never thought of doing it. You would be getting some pretty nice premiums. This is a conservative way of playing it. Don’t forget that whenever you are doing a Covered Call, you are effectively reducing the price of the stock by the value of the Call. Just make sure you know what you are doing because Covered Calls are not difficult to put on, but they get really interesting when there is volatility and you want to take them off. Where a stock price is $100, he looks for an ETF where the Strike price is $100 or $105. Some people will say that you should only go out 1 month or 2 because you will get better yield, because you can do it 2 or 3 times over 6 months. He prefers going out 6 months as he likes more downside protection. It also depends on ex-dividend dates.


Price:
$127.830
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US MARKET
Owned:
Unknown
2015-02-13 COMMENT Brendan Caldwell

Thinks there are better opportunities with some of the companies that have not been so high flying. There are some big US technology companies that are undervalued relative to the expectations that are built in Apple.


Price:
$127.080
Subject:
CANADIAN VALUE
Bias:
BULLISH
Owned:
No
2015-02-13 COMMENT Jon Vialoux

You can’t say anything negative about this company. Chart shows higher highs and higher lows. At a new all-time high today. Technology tends to do well from October through to January, but this one kind of bucks that trend as it can do well even in the summer. This has been a massive growth stock.


Price:
$127.080
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2015-02-09 BUY Mark Grammer

If you have a view that you like the company and that the growth rate is good, then you hold on.  The iWatch is coming out.


Price:
$119.720
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-27 BUY Mike S. Newton, CIM FCSI

Half the people think the iWatch is going to be a flop and the other half thinks it is going to be one of those sneaky hits that people just can’t live without. He thinks the stock will trade up because 1) most of the analysts are behind the ball on this and they’ll all raise their targets next week, and he thinks it trades up to $120 in the 1st quarter. The iWatch is coming out in early April, later than everybody expected. A very defensive name to him.


Price:
$109.140
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-01-19 BUY on WEAKNESS Zachary Curry

You’re going to get some volatility. As the holiday sales get announced, there is going to be some people that think they are great numbers and others that don’t. From a financial point of view, the company is in great shape. Strong balance sheet and have lots of cash. They are buying back stock and they have a dividend. He would wait for the stock to pull back below $700.


Price:
$105.990
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-01-16 COMMENT Kash Pashootan

They are gaining traction in the lower income emerging market countries, so the lower cost phones in the high growth regions strategy is going well. They are continuing to innovate. With Apple Pay and iWatch coming out he doesn’t know when it will be profitable, but they are continuing to innovate. He likes that they have $120 billion in cash and they can’t spend it fast enough.


Price:
$105.990
Subject:
NORTH AMERICAN - LARGE - DIVIDEND
Bias:
DEFENSIVE
Owned:
Yes
2015-01-15 TOP PICK Gordon Reid

(A Top Pick Jan 29/14. Up 52.46%.) Trading at 13.8X what he expects to earn by September 2015. The iPhone 6 was probably one of the most successful product launches of all time. A very high margin piece of business. The mix for this company is very favourable, because the iPhone is a very high margin product, and as it becomes a larger and larger percentage of the total, their gross margins of the company will rise. He expects over 40% of gross margin will lead to a surprise on the upside in terms of earnings. Producing an enormous amount of cash and most of it they are banking. They really can’t keep up with the amount of cash coming in, although they are paying a very fine dividend and are buying back about 6% of the float per year. The iWatch and the ApplePay are the innovation side. Yield of 1.76%.


Price:
$106.820
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-12 COMMENT Barry Schwartz

Likes this. He thinks 2015 is going to be their greatest year, and hopefully 2016 will be even better. Sitting on an enormous amount of cash. The best branded company in the world. Thinks of this as more of a consumer company rather than a technology company.


Price:
$109.250
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-01-05 COMMENT Larry Berman CFA, CMT, CTA

It was a great company in 2008-09.  But it fell well over 50% back then.  The drop in 2012 was about competition and they turned it around.  He would look to take money off the table and then buy more at the $80-90 area, or write a call on it. 


Price:
$106.250
Subject:
SEASONAL & TECHNICAL
Bias:
UNKNOWN
Owned:
Unknown
2015-01-05 BUY Peter Mann

He sees it as a software business that sells hardware.  There are only two ecosystems.  IOS and Android.  Once you are hooked into one, you stay with it.  Will generate a tremendous amount of excess cash this year.  He expects it to continue.  We are in the midst of an upgrade cycle and will continue into 2015.


Price:
$106.250
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Unknown
2014-12-22 COMMENT Darren Sissons

Sell McDonalds (MCD-N) to buy Apple (AAPL-Q)? Apple is a product story, and as with all product stories, if you miss a product cycle it can lead to big problems. Expectations around this company are such that you really don’t know if this is going to go much higher. Not sure how much more penetration they can get outside of developed economies, on a subsidized basis. Great company, but don’t confuse a great investment with a great product.


Price:
$112.940
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Unknown
2014-12-19 BUY John Zechner

He likes it here. If someone asked what sector he would stick with, it would be US technology. There is tremendous growth here. Likes their product lines, which he thinks have not been monetized fully yet. Valuation is less then the market multiple, and they are sitting on a huge amount of cash. Relatively cheap.


Price:
$111.780
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-12-19 COMMENT Keith Richards

It does have pullbacks once in a while, but the overall look is pretty good. Nice looking chart. The three-year chart shows a cup formation followed by a breakout this year and currently in an uptrend. Currently pulling back to the trend line, but basically this stock is looking pretty bullish.


Price:
$111.780
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Unknown
2014-12-17 HOLD Gordon Reid

Continues to think this is a good company. Changed considerably from when he 1st purchased 7-8 years ago. The iPhone 6 is their newest product, but there are other things coming down the pipe, including the Apple watch, which he thinks will get more attention as it is launched. Also, ApplePay, which could redefine this company in the next 3-5 years. Trades at a very reasonable multiple of about 15X earnings. Ex-cash it would be considerably less than that. Still have about $150 billion cash globally. Since Steve Jobs, their capital allocation policy has changed dramatically and now they pay a very fine dividend as well as buying back a lot of stock. They buy back about 6% of the float per year. In China now and have just scratched the surface on their deal with China Mobile.


Price:
$109.410
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-12 TOP PICK Bruce Tatters

(A Top Pick Oct 14/14. Up 12.49%.) He is looking for about 20%-25% earnings growth for 2015. For 2015, we are probably going to see 20%-25% earnings growth year-over-year. The following year, it will probably be 10%-15%. A wildcard is how well the wearable category is going to do for them. Thinks there are some new categories coming. Yield of 1.7%.


Price:
$109.730
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 30 of 512 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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