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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: $93.7000 on 2016-02-12

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Date Signal Expert Opinion Price
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
2015-09-28 COMMENT Larry Berman CFA, CMT, CTA

Every stock has a sensitivity value to the index.  The DOW is a horrible index.  If AAPL-N’s share price is cut, it is so heavily weighted in the index that it impacts the index greatly.  A utility stock, for example, will have a very low beta because it is not very related to the market index.


Price:
$112.440
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-09-22 TOP PICK Bruce Tatters

(A Top Pick Dec 12/14. Up 4.65%.) The magic of this company’s platforms is that they open up the platform to 3rd-party developers, and come up with products that people haven’t thought about that they want. This is undervalued compared to the S&P 500. Dividend yield of 1.83%.


Price:
$113.400
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-09-18 BUY on WEAKNESS Mohsin Bashir

Has a significant amount of cash on the balance sheet. Valuation is trading low, but right now they are in somewhat of a limbo phase. There is not a great deal of excitement with regards to any of the new ventures they are going into. Over the long-term, you could see incremental increases in their dividend. There is a big CapX spend coming up, and most of the analysts don’t know what it is in respect to. This is cheap in absolute terms.


Price:
$113.450
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-09-17 COMMENT Stan Wong

Continues to perform well. Trading at 10X PE ex-cash. A pretty good valuation for this company. IPhone continues to impress. Gaming console, a car and all those types of things are catalysts for them. He doesn’t see selling this anytime soon.


Price:
$113.920
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-09-09 PAST TOP PICK Brian Acker, CA

(A Top Pick Aug 15/14. Up 16.56%.) His model price is $156.53, a 40% upside. There is a lot of value. This is all about the iPhone, which is 70% of their earnings. Thinks it gets volatile here because the earnings look a little shaky. Doesn’t think the iWatch is even close to being a hit. AppleMusic is a dud. The company is going to have to drive hard to maintain its valuation. If there is any disappointment whatsoever, this goes back to $85 in a hurry. He would be interested at $85 for a trade.


Price:
$110.150
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-09-08 COMMENT Jason Mann

Despite the huge run up and share price over the last 5 years, it is still cheap. Scores in the top 10% for him on value. Has a 41% ROE. Trading at about 12X earnings. Pristine balance sheet.


Price:
$112.310
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2015-09-08 HOLD Andy Nasr

A great company. Valuations are very attractive, especially if you strip out the cash on their balance sheet, which they can use to buy back stock and increase their dividend. You are going into relatively tough comps in the 2nd half of 2015. However, there is still a huge iPhone user base that hasn’t upgraded, so that could potentially lift the shares in 2016. Thinks concerns of a slowdown in China are overblown.


Price:
$112.310
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-09-04 BUY on WEAKNESS Don Vialoux

Seasonality tends to be positive from October to January each year. This is the time of year when the stock tends to come under pressure. Technically it is starting to show signs of bottoming, but we are not into the period of seasonal strength as yet. They have a lot of sales around Christmas, and that is the time when people are buying their products, and that is when the strongest anticipation occurs in the stock. Be patient. You will have an opportunity to buy this on any kind of weakness between now and the middle of October, for a very good seasonal trade right through January of next year.


Price:
$109.270
Subject:
SEASONAL & TECHNICAL
Bias:
UNKNOWN
Owned:
Unknown
2015-09-03 TOP PICK Colin Stewart

A good example of a really well-run business. Sold off with the market. This is a great company with an amazing brand loyalty. Trading at 8X earnings after backing out the cash. This company is going to do just fine, regardless of what happens in China. Dividend yield of 1.87%.


Price:
$110.370
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-08-28 TOP PICK Don Lato

Couldn’t resist using this as a Top Pick with the price in the $112 area. Stock sold off because of fears of China and their exposure, which is not insignificant.  CEO commented this week that they are expanding iPhone sales in China. The Apple App Store in China had its best 2 weeks ever. All those concerns of China may be a little bit overblown. Stock is trading at 11.5X earnings and still the dominant player on the smart phone. IPhone revenues are expected to increase again this quarter. Dividend yield of 1.84%.


Price:
$113.290
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-28 PAST TOP PICK John O'Connell, CFA

(A Top Pick Sept 16/14. Up 14.24%.) Sold half of his holdings when it reached $128. This is a fantastic company. It’s the ecosystem they have developed. The durability of being able to develop technology solutions that make their customers want to be customers for long, long periods of time.


Price:
$113.290
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-08-26 TOP PICK Gordon Reid

Valuation is barely over 10X earnings. $202 billion of cash on a $635 billion market cap. 89% of that cash is offshore and hard to access, but this is a company that is just a cash machine and doing extremely well. The street forever wants to find a fault, and this month it is China. Their growth in China is dramatic, $13 billion last quarter, up 100% year-over-year, but people are worried. He thinks that in 5 years the iWatch will have proven to be so much more revolutionary than the iPhone, iPad or the iPod. It is not a watch, it is a sensory device. It is going to change our lives. Dividend yield of 1.9%.


Price:
$109.690
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-24 DON'T BUY Keith Richards

This has been the market leader over the past few years. The long upward trend line running from 2013 has been broken. The successively equal or lower peaks earlier this year, could be considered as a bit of a topping action. Don’t catch a falling knife. When it stops declining, this will put in a base. Let it find a floor and don’t try to predict where the floor is.


Price:
$103.120
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2015-08-21 DON'T BUY Hap (Robert) Sneddon FCSI

This has broken some key levels. The next place where he would see some support come in would be around $94. Did some analysis today and saw some longer targets coming in at around $75.


Price:
$105.760
Subject:
TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION
Bias:
BEAR
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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