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
2016-11-22 COMMENT Matt Kacur

Not a fan right now. They peaked their ROC in 2012, which was 30%. With the trailing 4 quarters, the ROC is 15%, so the ROC has been cut in half. In fairness to them, they have a lot of cash on their balance sheet that they don’t know what to do with, and he would like them to dividend that back out. The cycle for smart phones is probably getting old. He would prefer other places to put your money.


Price:
$111.800
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2016-11-21 HOLD Bruce Tatters

The iPhone is now in a much more mature state but will grow their earnings into the next year.  The effect of the election is not known at this time.  $220 of $240 Billion dollars of their cash reserves are in Ireland.  If there was a tax holiday on repatriated earnings it would be positive for Apple.  He thinks it will grow this year but feels you need clarity in the policies of the government before you see a big lift in it.


Price:
$111.730
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-11-16 PAST TOP PICK John Zechner

(A Top Pick Nov 3/15. Down 7.87%.) Last quarter was good. He is a big believer in the IOS system. The multiples are ridiculously cheap.


Price:
$109.990
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-11-15 HOLD Christine Poole

Market Call Minute.


Price:
$107.110
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-11-15 COMMENT John Burke

His office is divided on this. He is not a big fan, but his staff seems to like it better. He wonders if Apple can maintain the huge profit margins that they have. This is expensive, not from the point of view of the P/E ratio, but from the point of view of huge profit margins. It has been very unusual for companies like this to charge such high prices relative to their competitors for electronic goods. His concern is that they won’t be able to keep doing that for too much longer, in which case the stock would not do very well. It is a really tough stock to call, and he would rather invest in different ideas.


Price:
$107.110
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
No
2016-11-14 COMMENT David Driscoll

The Trump victory throws things wide open, because if they get to repatriate some of their overseas capital, that could give them the opportunity to allocate cash to shareholders. Not a big fan as he thinks they have already hit their plateau, and their innovation is just one iPhone after another.


Price:
$105.710
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
No
2016-11-11 COMMENT Darren Sissons

Don’t confuse a good company with a good investment. We are at the point in the Apple lifecycle where we need the next product, because the next product is going to move the needle. It has to be something that we haven’t seen. This is starting to get to the point where he would say it is time to Sell.


Price:
$108.430
Subject:
GLOBAL TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Unknown
2016-11-09 BUY Liz Miller

A very interesting purchase here. We are probably getting close to the end of the iPhone product cycle, and expects that they will be going through a transition. They announced they are going to focus on services, which is a little bit of content. At the current valuation, it is an attractive Buy, and there is potential to see some nice upside here.


Price:
$110.880
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2016-11-08 COMMENT Norman Levine

A “yesterday” stock. To him, the creativity died when Steve Jobs died. There were some products that came out that were already in the pipeline, but since then it has just been “me too”, add on, etc. It is becoming more of a software company than a hardware company. It is really dependent on iPhones and the phone hardware business has been a graveyard for lots of companies.


Price:
$111.060
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-11-08 COMMENT Mike S. Newton, CIM FCSI

Got out of this at the beginning of the year. It has gone up, down, up, down, and back to below where he had sold it. Feels this has moved from a very exciting trending name. The bloom is a little off the name now, so he has deployed money elsewhere. The ecosystem is really important to this name now, and it is less of a hardware story. Of all their products, he finds that the Apple TV is getting really interesting, which could be a real surprise for a lot of people.


Price:
$111.060
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2016-11-07 HOLD Don Vialoux

A classic technology stock and does very well, normally from the middle of October through until the 2nd week in January. The chart shows this is currently coming close to the previous trading range, where we can expect the stock to continue to move higher. Technicals are positive, the stock is slightly outperforming the market and the trend is on the upside. Stick with this until the middle of January, at the time when companies love to announce new products.


Price:
$110.410
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2016-11-03 BUY Jason Mann

This stock may have been left for dead and then all the issues with the Samsung note happened and all of a sudden, this was the only latest generation notebook you could buy.  Apple scores in the top 25% for price momentum, top 20% for valuation, a huge 36% ROE, and reasonable at a 13 times PE.  It is growing at a multiple that is less than the market.  You are in the transition from growth to value stock.


Price:
$109.830
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-11-01 BUY Kash Pashootan

This has been a teeter totter ride. They have lots of cash on hand. He is expecting them to announce a dividend increase, and potentially a one-time special dividend. The service’s side of the iTunes-I store business is generating enough revenue to becoming a Fortune 500 company all on its own. Don’t expect this to grow as much is it has in the past. Looking at its valuation, the dividend it pays, the cash it has, it is very difficult to find companies of that quality with that kind of cash and balance sheet, and trading at that multiple.


Price:
$111.490
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2016-10-25 BUY John O'Connell, CFA

(Market Call Minute.) Service revenue is growing at 27%. It is not about the iPhone 10, which is coming out next year, but that is going to be a big deal.


Price:
$118.250
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-10-20 HOLD Jason Del Vicario

Got stopped at around $116. They are going to benefit from Samsung’s problems, which has provided a lift on the stock recently. He is nervous about how you move the needle for a $500 billion+ company. That kind of market cap really requires them to keep innovating on and on. He would prefer to wait on the sidelines to see what else they can come out with.


Price:
$117.060
Subject:
NORTH AMERICAN (GROWTH)
Bias:
UNKNOWN
Owned:
No
Showing 46 to 60 of 761 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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