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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: $94.9900 on 2016-02-10

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Date Signal Expert Opinion Price
2015-11-18 COMMENT David Baskin

They have products in the pipeline, and they keep on improving their existing platforms. A fabulous company and very undervalued. The company is worth at least $140. They have more cash than anybody else globally, and keep coming out with great products. Valued at about 10.5X earnings.


Price:
$117.290
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2015-11-16 PAST TOP PICK John Stephenson

(A Top Pick Nov 25/14. Down 1.26%.) Valuation wise, this is extremely cheap. In terms of overall ecosystems/vertical integration, what other company in this space does both hardware and software. Feels this is just a stunning company.


Price:
$114.175
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-11-04 HOLD Gordon Reid

This still represents good value. Over half of the company’s business is driven by the iPhone 6. He is looking for about 75 million units in the holiday season which will be very nice from an earnings and cash flow standpoint. Cash represents about a 3rd of their total market capitalization.


Price:
$122.000
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-11-03 TOP PICK John Zechner

Earnings were good. What he likes is that they are transforming themselves to a better, more sustainable model that is going to give them a higher valuation over time. Have $200 billion on the balance sheet. There is a lot here to like at a very cheap a multiple. Dividend yield of 1.7%.


Price:
$122.570
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2015-10-29 TOP PICK Kash Pashootan

He cannot find another company that has a share price that has gone up as much over 5 years that is at only at 13 times earnings.  He sees more upside.  They have lots of businesses.  If they lost on the iPhone they will be gaining on the iPad, for example.  The opportunity is in China as more and more users come online with smart phones.  There’s lots of growth in that space as well.


Price:
$120.530
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2015-10-29 COMMENT Stan Wong

He likes this. Trading at 12X earnings with still a mid-teens growth rate of about 15%. Trading below 1.0 PEG. Thinks it will continue to execute. Down the road, catalysts would be something like gaming console, their car, etc.


Price:
$120.530
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-10-28 HOLD Mike S. Newton, CIM FCSI

Completely comfortable owning this. Doesn’t see any reason to make a wholehearted switch out of this and into something else. Thinks this is undervalued and that their dividend is going up. Their enterprise has grown at something like 65%. 1.8% dividend yield.


Price:
$119.270
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-10-27 TOP PICK Don Lato

Reporting after the bell today. The valuation is just so compelling at 11.5X next year’s earnings. 8X if you strip out the cash. He probably wouldn’t be a buyer this afternoon just because you never know what you are going to get on the earnings. They continue to hit on all cylinders. Dividend yield of 1.8%.


Price:
$114.550
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-10-19 BUY John Wilson

He uses puts and calls to manage his position.  It is starting to seem like a source of funds for a lot of people.  He likes it here, though.  The iPhone is selling well in China.  At this price it is very attractive.  He has been selling puts at $100 and has been keeping the premium.


Price:
$111.730
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-10-14 BUY Barry Schwartz

1.9% dividend.  He does not expect them to stop buying back shares.  The dividend is low, but it is still a growth company.  It is his biggest holding.  He has no trouble with 10 times earnings.


Price:
$110.210
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-10-09 TOP PICK John Zechner

He has always worried when you have to sell devices quarter after quarter.  They moved toward more of an ecosystem of recurring revenue, e.g. iCloud and iTunes.  iPhone 6 sales have been great, especially into China.  A lot of the risk is suddenly out of the story.


Price:
$112.120
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2015-10-06 HOLD Cameron Hurst

There are a number of stocks like this one that have an expectational set up where management delivered, but expectations were higher.  They have reset investor expectations.  Give it a bit of time.  He does not believe in averaging down.


Price:
$111.310
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Unknown
2015-10-06 HOLD Bill Carrigan

It is only the 3rd time in 10 years it broke the 200 day (back in August).  Each advance since ’06 has made less as a percent of stock price.  The advances in AAPL-Q are shrinking.  The market is saying the honeymoon is over.  He thinks it will rally up to the 200 day.


Price:
$111.310
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH on ENERGY
Owned:
Unknown
2015-10-01 DON'T BUY Norman Levine

He has not owned it because he is a value investor.  It is not a value stock. It is becoming more value than in the past and he might look at it in the future, however he feels it is past its `best before date`.  The watch is the only product not initiated by Steve Jobs. 


Price:
$109.580
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2015-09-29 DON'T BUY David Burrows

Historically not a good time to buy it just before a new product.  This one includes China as well.  The stock is not set up perfectly.  It is not expensive and there is a mountain of cash, but this is not the time to own it.


Price:
$109.060
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
Showing 31 to 45 of 614 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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