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: $153.6100 on 2017-05-26

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Date Signal Expert Opinion Price
2017-03-16 COMMENT Gordon Reid

Apple (AAPL-Q) or Alphabet (GOOGL-Q)? He owns both, and both are great holdings. The amazing thing about this one is that they have about 1 billion basically captive users of their products. What makes that even more impressive is that there is a 93% loyalty rate. They produce a ton of cash. A 3rd of their market cap is in cash. Trading well below the market multiple. A great core holding for any portfolio.


Price:
$140.690
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-03-14 TOP PICK Kash Pashootan

Although the stock has gone up considerably over 3-4 years, it is still not expensive, because the earnings growth has been there. Where can you buy a company that is trading at 15-16 times with the amount of cash on hand and this kind of a balance sheet. Dividend yield of 1.6%.  (Analysts’ price target is $145.)


Price:
$138.990
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-03-13 COMMENT Matt Kacur

Companies go through cycles, and this one is on the downside of a cycle. ROC peaked in 2012, and ROC has been going down since that time. It is still at 15%, which is very respectable. Many companies would kill to have a 15% ROC. Valuation is OK, but doesn’t jump out as being super cheap. There are alternatives that you should be in. He would prefer something like Microsoft (MSFT-Q), Amazon (AMZN-Q), Facebook (FB-Q) or Google (GOOGL-Q). You aren’t going to get killed in this, but when there are alternatives that look so much more exciting, he would go with those.


Price:
$139.200
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-07 COMMENT John Stephenson

An excellent company and the street thinks so as well. The Bear case on this is that 60% of its earnings is the iPhone, and what are they going to do next that is a real mover. The whole ecosystem is so powerful that if you own one Apple product, you own a bunch of them.


Price:
$139.520
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Unknown
2017-03-01 HOLD Barry Schwartz

Partial Sell to buy Facebook (FB-Q)? He hasn’t done a lot of research on Facebook, so can’t give an opinion, but the valuation is not extreme and it is generating gobs of cash. However, Apple is cheaper and is doing great things.


Price:
$139.790
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-02-27 COMMENT Mike S. Newton, CIM FCSI

This was a great win for him for 8-9 years. Has been out of the name for about 2 years. He has always been a big believer in their eco-system, but is really confused by why they haven’t bought some of their competition.


Price:
$136.930
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
No
2017-02-21 SELL Alex Ruus

(Market Call Minute.) A great company, but it is coming up to an unsustainable earnings level and their margins are going to be under pressure in the future.


Price:
$136.700
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-17 HOLD Christine Poole

(Market Call Minute) It has done well, but don’t chase it.


Price:
$135.720
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-02-16 PAST TOP PICK David Baskin

(Top Pick Jan 5/16, Up 35.29%) He still likes the stock.  If you take out all the cash they are trading at 9 or 10 times earnings.


Price:
$135.345
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-02-15 COMMENT Colin Stewart

Apple (AAPL-Q) or Alphabet (GOOGL-Q)? He owns both, although he has a bigger position in Google and thinks of it as a better business.


Price:
$135.510
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-09 HOLD Jim McGovern

He likes this. Over the last 4-5 months, iPhone 7 was not as bad as he had expected, and also the services side of the business is growing faster than he had thought it would. Also, that is in the context of a not very robust economy. Looking at the product cycle coming, some of the big improvements they’ve made in their laptop and the Mac business and its low valuation, he covered his Short position and is now Long.


Price:
$132.420
Subject:
GLOBAL EQUITIES & MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-02-08 COMMENT Cameron Hurst

A number of analysts have said that this has had its day, it’s a hardware company and the innovation is done. Samsung was always a hardware competitor, and their problems is a great tailwind for this company. They have the tech right and the cameras are fantastic. People are more and more comfortable with the phones. It is becoming more of an integrated device with the watch. Conceptually he likes where the company is going. Technically, it looks phenomenal. Because of earnings, it has just broken up to resistance level, consolidating nicely and is ready to kick higher. He likes it.


Price:
$132.040
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2017-02-06 SELL Larry Berman CFA, CMT, CTA

He does not like where it is.  We are against all time highs.  It could break out, but there is definitely resistance here.  You could write a put option and get paid about 5% yield over the next year.  If it drops 20% then you will have to buy it and that is fine.  This is how he would play AAPL-Q.  If the option expires, then just do it again.


Price:
$130.290
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2017-02-06 PAST TOP PICK Brian Acker, CA

(Top Pick Feb 4/16, Up 37.06%) Great earnings.  The most profitable product ever invented.  They keep delivering.  Model price is $153.52, which is a 19% upside.  We will eventually get to EBV+6 and then to his model price and then he would sell.  This is a value stock, but it is losing its valuation differential.


Price:
$130.290
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on FINANCIALS
Owned:
Yes
2017-02-06 COMMENT Keith Richards

This has been pretty volatile. It started moving into a bearish pattern from its peak in 2015. It tried to base in 2016 and break out. It looks like the breakout is the real McCoy. It is going to have some technical resistance at around $135. Technically, the breakout is positive. However, there is some resistance coming up from the old highs. He would give it a 5 out of 10.


Price:
$130.290
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
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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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