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: $109.4900 on 2016-12-01

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Date Signal Expert Opinion Price
2016-09-26 BUY Liz Miller

She is a fan of it and you could be buying it here.  It has a lot of upside to go.  It is a product company, not a product cycle.  They can move forward without Steve Jobs.  It is a good buying opportunity.  She is watching the rumour mills of what they are doing in the auto industry.  She thinks there is certainly a lot of innovation to come out of Apple.


Price:
$112.880
Subject:
US EQUITIES
Bias:
BULLISH on US MARKET
Owned:
Yes
2016-09-19 HOLD Teal Linde

He is almost out, having been in and out three times.  Their days of growth are almost done.  This is the year when iPhone sales were lower than the previous year.  It should not be viewed as a growth stock, but as a return of capital stock.


Price:
$113.580
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-09-19 WAIT David Fingold

In order for this to work well as an investment, historically it has been necessary for there to be a lot of pent-up demand for phones. Some of the subsequent launches of phones since iPhone 6, has been that not so many phones have been “end-of-life”. Thinks there has been a boost in the short term because of the difficulty that Samsung has been having. He wouldn’t expect volumes to be very strong on this. He would wait for more pent-up demand.


Price:
$113.580
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-09-15 TOP PICK Paul Harris, CFA

To him, this has sort of gone ex-growth, not growing as quickly. IPhone 7 is not substantially different, but was incrementally different. He likes the stock because it is cheap. They have lots of cash and can put it to work with a higher dividend. Their services business is growing quite rapidly, so he can see better numbers on that side. Dividend yield of 1.97%.


Price:
$115.570
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-09-14 COMMENT Rick Stuchberry

This is a great company. However, it has the law of big numbers working against it. In order to make any kind of significant move, it has to have stellar introductions and things really have to be on a large scale to get it to go. If he is right on his view of the market, then this stock will be going up.


Price:
$111.770
Subject:
CANADIAN & INTERNATIONAL ADRs
Bias:
OPTIMISTIC
Owned:
No
2016-09-14 COMMENT Jim Huang

iPhone 7 is not a big step up from iPhone 6. This is still a hardware selling consumer technology company, which condemns the multiple to not much more than the low teens. Still has a good balance sheet and a lot of money. They need to rejuvenate the growth by coming out with a new revolutionary product.


Price:
$111.770
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2016-09-12 COMMENT Mike S. Newton, CIM FCSI

Owned this for a very long time, but started souring on it from a user perspective. Still loves their product. Every time he gets a new iPhone upgrade, it wasn’t as exciting as the last one. He finds their iTunes, iPhoto’s, all of that software and services used to be the easiest thing he had ever used, but now finds it the hardest. From a user perspective, they have some major work to do. Doesn’t understand why they haven’t snapped up things like Spotify, Netflix, etc. Probably one of the safest stocks out there right now.


Price:
$105.440
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Unknown
2016-09-09 COMMENT Norman Levine

Considers this as “yesterday’s stock”. The day Steve Jobs died, their creativity died as well. The company really hasn’t come up with anything new or exciting. It is more evolutionary than revolutionary. It has tons of cash and will probably raise its dividend.


Price:
$103.130
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-09-08 SELL Matt Kacur

He tells clients to find an exit.  It is a great company but the return on capital peaked at 30%.  It is down to 17% now.  This is a material change.  It is caused by competition.  He sees it eroding over time.  The iPhone 7 got a mediocre response.


Price:
$105.520
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2016-09-07 COMMENT Stephen Groff

A juggernaut. A name that is interesting and not expensive. There is always a lot of focus on product cycles and what is happening right now. However, if you step back and look at the company, they have a rock solid balance sheet. It has a very high margin services business that is growing behind the scenes, and that is becoming a larger part of the business. They are also getting more active in capital return, which at the right time, can make a lot of sense.


Price:
$108.360
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Unknown
2016-09-01 WEAK BUY Mike Capombassis

He needs three years of dividend history so he could own this.  Tim Cook replaced Steve Jobs 5 years ago.  It is the most valuable company in the world.  The growth is slowing down however and it breaks a thirteen year streak.  He would not buy in anticipation of the iPhone 7 release.


Price:
$106.730
Subject:
US Dividend Growth
Bias:
SELECTIVE
Owned:
No
2016-09-01 BUY Barry Schwartz

On this one you have to look at the valuation. It is very cheap and trading at 10X earnings. Thinks the bad news is all priced in, and you have to look forward to 2017-2018 when they have new phones. Hopefully they are spending all their money on R&D on new products and new ancillary devices and software that will grow their network.


Price:
$106.730
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-08-31 TOP PICK Erin Gibbs

One of your safety stocks within the technology space. She expects some revenue growth and some increase in the iPhone 7 for this quarter, as well as nice growth in the 4th quarter in sales. Even though she doesn’t see huge changes, the age of the iPhone is getting old enough that she does see a replacement cycle coming in this year. Also, they have $29 per share in cash, either to pay higher and higher dividends or to do more share repurchases. Dividend yield of 2.14%.


Price:
$106.100
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2016-08-30 COMMENT John Stephenson

The European commission is saying to the Irish government that they need to go to Apple and get back 13 billion euros in back taxes. This is outrageous. They are really using competition policy to go after this, and essentially their trampling over the sovereignty of Ireland, who can decide what tax rate to achieve. Thinks it is overreaching.


Price:
$106.000
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2016-08-30 COMMENT John Stephenson

Thinks the bull case for this is that it is cheap and has tons of cash. However, it is hard to see, with 65% of its earnings coming from the iPhone, what is next. It is hard to see how this will grow, as you are not going to get it through iPhone sales or through iPad. A great company with great iconic products, but how do you grow that business?


Price:
$106.000
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
Showing 31 to 45 of 721 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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