stockchase picture

Compiling comments that experts make about stocks while on public TV.

Company Index

List by Company Name

List by Symbol

Apple Stock Symbol: AAPL-Q

Notes:PC Mnfctr

Last Price Recorded: $123.3800 on 2015-07-29

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
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
Showing 16 to 30 of 545 entries

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!


You must be logged in to comment.