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: $113.0900 on 2016-09-27

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Date Signal Expert Opinion Price
2016-07-18 PAST TOP PICK Kash Pashootan

(A Top Pick Aug 14/15. Down 12.54%.) This has struggled over the last year, but he still likes the name, and is buying it. Has a lot of cash. The best they can do is to beef up the dividend to 3%-3.5%.


Price:
$99.830
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2016-07-13 BUY Bruce Murray

Warren Buffet Bought it.  They own the ecosystem of phone and iPad and so on.  Even if it is a consumer products company you only need 15 times PE to reach their target.  They think it will be more of a trading stock.  An Apple Car would signify a new growth phase. 


Price:
$96.870
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-07-12 COMMENT Christine Poole

The stock has been pulling back. Smart phone penetration in developed markets is already very high. In the emerging markets, where there is more competition, there are very little phone subsidies. Their phones are quite expensive, so they are not seeing the pickup in demand there. Next quarter might be a bit soft. The catalyst may be when their new phone comes out next year. This is transitioning from a growth company to more of a value stock.


Price:
$97.420
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-07-07 BUY Liz Miller

Temporarily broken or contrarian.  She loves it below $100.  You have a very solid company.


Price:
$95.940
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2016-07-04 HOLD Jason Del Vicario

He got stopped out of it.  They have a high ROE.  He worries about how much further they can grow.  It is going to be a challenge to continue growing at the old rate.  Own them with a stop price in mind.  He does not own them based on technicals.


Price:
$95.890
Subject:
NORTH AMERICAN (GROWTH)
Bias:
SELECTIVE
Owned:
Unknown
2016-06-28 COMMENT Jim McGovern

Has this as a Short. Their products are fabulous, but the bottom line is that the iPhone is everything to them, and it is in decline. Trading roughly at around 10X. Expects the stock to fall 10%-15% from here.


Price:
$93.590
Subject:
NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-06-24 BUY Barry Schwartz

Much cheaper than it was a few days ago, so you can absolutely buy it here. If you are waiting for a selloff, this is it.


Price:
$93.400
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-06-23 COMMENT Stan Wong

Sold his holdings recently at about $100. Over the last little while, has realized that iPhone sales growth is starting to wane a little. Representing 2/3 of the revenues, he believes that is a bit of an issue. Valuation wise it is still very cheap, trading at around 10 or 11 times forward earnings. Has lots of cash on the books and paying a dividend, but thinks penetration in China is not as strong as people had hoped. Also, on the next iteration of iPhones, are people going to line up and is it going to be as successful as the previous ones.


Price:
$96.100
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
No
2016-06-23 PAST TOP PICK Stan Wong

(A Top Pick June 25/15. Down 23.08%.) He is concerned with the lack of new product and the lack of change with the iPhone. It is being reported that the new iPhone is not very different than the current iPhone. Also, feels penetration in China isn’t as strong as they had hoped.


Price:
$96.100
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
No
2016-06-22 TOP PICK Kash Pashootan

At these levels, this is a value play. We have become accustomed to thinking of this as a mega-growth story, but a lot has changed over the last few years. They’ve grown considerably in terms of their market share. When you have grown market share as quickly as they have, you are not really a growth story the way that you used to be, you are much more of a mature business. Feels it has to go through a PR exercise of communicating that to the market. One good way of doing that would be by beefing up the dividend. Dividend yield of 2.36%.


Price:
$95.550
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-21 COMMENT Mohsin Bashir

A bit conflicted on this. It is a business that is finding its way into being a mature technology company. Most mature technology companies don’t get attributed with a very high multiple on a PE basis. They have oodles of cash on their balance sheet. Have started a program of paying a dividend and increasing it. However, what is lacking is their ability to innovate the way they once did. You’ll probably have to be patient with this. Prefers others.


Price:
$95.910
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-06-20 HOLD John Zechner

Thinks the Bears have it wrong on this company. The company will survive even if they had to keep selling 50 million iPhones every quarter. What is being missed is the IOS, their software ecosystem where there are probably 1 billion users worldwide right now. They are generating applications and uses of recurring revenue. 


Price:
$95.100
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-06-16 COMMENT Paul Harris, CFA

Not an expensive stock. If you take out the cash, they trade at about 8X earnings. They could increase their dividend a lot more as they have a lot of cash to do that. The trouble is, people see it as a one product stock, the iPhone, and they don’t get a substantial amount of revenue from their service side. They have to move past their phone.


Price:
$97.550
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-06-14 COMMENT David Burrows

This has a history of innovation. He is watching this one very closely because they are coming in to a new product cycle, making it interesting.


Price:
$97.460
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-06-13 BUY Erin Gibbs

This has struggled. Valuations are actually below their three-year averages. She still likes the company. The fact that they now offer a dividend yield, you are getting in at a nice low point. Sees it as a long-term, 1-2 years, holding. Their growth is less than what we have seen in prior years, but at this point you are looking at a good buy. They have the ability to turn around.


Price:
$97.340
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Unknown
Showing 31 to 45 of 691 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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