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: $142.2700 on 2017-04-21

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Date Signal Expert Opinion Price
2016-12-28 COMMENT Norman Levine

Feels this is yesterday’s stock, and he prefers owning tomorrow’s stocks. Since Steve Jobs died, innovation is not what it used to be. It is more in upgrading rather than new products, other than the watch. He is not a fan.


Price:
$116.760
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-12-23 PAST TOP PICK John Zechner

(A Top Pick Dec 7/15. Down 1.83%.) He believes in the IOS operating system, and thinks this is going to move more towards a software company over time. It will get a higher valuation. It won’t be selling 50 million iPhones a quarter, and there might be some margin pressures, but meanwhile it is trading at 11X forward earnings, probably 9X net of all the cash on the balance sheet. This has huge, huge value in it.


Price:
$116.520
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-12-23 TOP PICK Lorne Zeiler

He sees catalysts in this. They have what is called a “refresh” or “repurchase” program with the iPhone. The iPhone 8 is going to be hitting right at that point and grabbing market share, and you are going to have people switching devices. That will bring a new revenue source for them. People have been concerned about declining iPhone sales, and he thinks they will increase in 2017. Repatriation would be massive for this company. They have over $150 billion sitting offshore. The expectation is that if it actually does happen, they are probably going to bring about $100 billion back, which could go into special dividends, dividend increases and share buybacks. Also, they have been significantly increasing the revenue for services. Dividend yield of 1.97%. (Analysts’ price target is $131.65.)


Price:
$116.520
Subject:
NORTH AMERICAN DIVIDEND STOCKS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-12-20 BUY Barry Schwartz

(Market Call Minute.) Very attractively priced.


Price:
$116.950
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-12-13 COMMENT Brooke Thackray

This has suffered a little. It was in a downtrend from early 2015, and has now broken that, and there is now starting to be a little bit of a pickup. Currently we are in the technology period, where technology can do well. This looks like it is in a fairly good position right now.


Price:
$115.190
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2016-12-12 COMMENT Kash Pashootan

He likes this. The biggest challenge for the street is that many look at this company and expect it to look, feel and behave like it did 5-7 years ago. It is simply not the same. The business today is much larger and less nimble than it was 7-8 years ago. It is a much more mature business, a business that has much larger market share in many of the areas that it had where it had very little to zero market share about 10 years ago. Feels they need to beef up their dividend. It has a reasonable dividend of about 2%, but not enough to make investors and analysts look at it as a more mature business.


Price:
$113.300
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2016-12-08 COMMENT Jim Huang

They’ve done very well over the last 10 years, and the question is, where do they go from here. Do they go into new areas that they haven’t been into? He thinks they’ve been trying, but so far haven’t found the next leg for their growth. Has a good balance sheet and continues to buy back stocks and increase dividends. He wouldn’t expect big things, but they are probably going to do well until they find the next leg of growth.


Price:
$112.120
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2016-12-07 COMMENT James Thorne

When this was in the low $90, he bought a small position. He is willing to own this until the next phone launch, which is next fall. The problem is, Mr. Cook is not an innovator, and the best of this company’s days are behind it. It can probably get up to $130-$135. He does not plan to hold the stock after 2017.


Price:
$111.030
Subject:
US DIVIDEND
Bias:
BULLISH
Owned:
Yes
2016-12-06 PAST TOP PICK Brian Acker, CA

(A Top Pick Dec 8/15. Down 5.17%.) His model price is $141.30, a 30% upside. Thinks this is just going to mosey about. Expects it will trade back to $94.50. This is going to be a beneficiary of higher valuations and higher stock prices as the US$ goes up.


Price:
$109.950
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2016-12-05 COMMENT Stephen Groff

The medium term concern is that they have to make a transition to making money from not just one device.  They will face margin compression.  The stock is not expensive.  They have a rock solid balance sheet.


Price:
$109.110
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2016-11-30 COMMENT Gordon Reid

Holding 10% in a portfolio. Cash out? 10% is pushing it in terms of concentration. He would prefer about half of that in a 20-stock portfolio, and would recommend taking a little off the table.


Price:
$110.520
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2016-11-29 COMMENT Paul Harris, CFA

A cheap stock. It is a great company, because it has lots of cash, a great installed base, and continues to come out with new forms. Their Cloud and services business will continue to grow. You are not paying a lot for this.  Expects they will continue to increase the dividend. A little bit of an issue is with Trump wanting manufacturing to be done in the US, so phones will cost a lot more. Trading at 12X forward earnings with a dividend of 2%.


Price:
$111.460
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-11-29 COMMENT John Petrides

Likes this at the current valuation. He had been a bear on it ever since the watch came out. Apple has been given 2 gifts. Samsung Galaxy 7 was a really strong product, and would have been tough competition for iPhone 7, an evolutionary, not revolutionary product for Apple. When Samsung’s phones started catching fire, that was it for them. The 2nd gift was president elect Trump. If he is able to open up a tax holiday, where companies can repatriate their offshore cash, that is going to be a home run for this company. They have $236 billion in cash, with about 90% of it held offshore. 2017 will be the 10th anniversary that the initial iPhone was produced, so expect a huge product from this company at that time.


Price:
$111.460
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2016-11-28 HOLD John Stephenson

(Market Call Minute.) One of those value tech companies. It is hard to see where the growth comes from.


Price:
$111.570
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Unknown
2016-11-25 COMMENT Jon Vialoux

Technology in general tends to do well from October through to January. There are some technical concerns on this. Even though we are in the period of seasonal strength for technology, this really hasn’t benefited with the other economically sensitive names, post the Trump election rally. There was a trend break, and it is starting to curl over again at about the 50-day moving average. The market is telling you that that intermediate level of resistance is going to hold, and could potentially turn lower.


Price:
$111.790
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
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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