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Compiling comments that experts make about stocks while on public TV.

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Apple Stock Symbol: AAPL-Q

Notes:PC Mnfctr

Last Price Recorded: $108.0000 on 2014-11-01 01:14:01

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Date Signal Expert Opinion Price
2014-04-14 TOP PICK John O'Connell, CFA

He is excited that there are new products later this year that will move the needle.  IPhone 6, for example.  IPhone watch is going to come out.  It will be popular.  New Ipads and new Macbook.  Technology in the phone will become an important part of payment technology.


Price:
$521.680
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-10 TOP PICK Don Lato

Valuation is still compelling.  The big knock lately was no new products.  But with an increased R&D budget for the last several years and the greatest engineering team in the world, he believes we will see something before the end of the year.


Price:
$523.480
Subject:
NORTH AMERICAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-03-10 PAST TOP PICK David Baskin

(A Top Pick Feb 19/13. Up 18.21%.) This is still a tremendous franchise trading at a really low price. If you take the cash off per share, it is trading at around 9X earnings. He sees this being worth $700-$800.


Price:
$530.920
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on COMMODITIES
Owned:
Yes
2014-02-21 BUY Colin Stewart

It is a really hated stock.  Generates a lot of cash flow.  8 times earnings so it represents great value.  You need some innovation and new products for it to move.  It’s hard to know exactly when that is going to happen.  Thinks it will be in the next 12 to 24 months.


Price:
$525.250
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
SELECTIVE
Owned:
Unknown
2014-02-14 COMMENT Michael Simpson, CFA

There was a dip, but it recovered quite nicely. They were busy buying back shares. His issue with this company is what is their next leg. If they penetrate the Chinese market, he wants to know what kind of margin they’ll get and the type of phone they will have.


Price:
$543.990
Subject:
NORTH AMERICAN - LARGE - DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2014-02-06 COMMENT Mike S. Newton, CIM FCSI

Has been a little disappointed in the last couple of months. The issue he has is that everybody just focuses on the iPhone numbers now. They are not realizing there is a strong franchise under their very loyal clientele. They need to step it up with some advance product announcements in the near-term. Expects this will be pretty quiet for 4-5 months and you’ll collect a nice dividend.


Price:
$512.510
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2014-01-30 DON'T BUY Darren Sissons

Not a huge fan of this company. Don’t confuse a good company with a good product. The growth of the company has been so large for such a relatively short period of time that expectations are such that this will continue. Feels there is more downside here longer-term.


Price:
$499.782
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Unknown
2014-01-29 TOP PICK Gordon Reid

Turning out a ton of cash. 30% of their market cap right now is in cash and will be 40% within 2 years. They are going to have another kick at the can with a refresh cycle with iPhone 6. Upgrades will be close to double what it was for iPhone 5. In China, with China Mobile, they have just scratched the surface. They are in 16 cities there and by the end of the year they say they are going to be in 300. With all that said, the investment in this company is in innovation. 2.44% yield.


Price:
$500.750
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2014-01-23 COMMENT David Burrows

Feels the numbers are possibly quite good both from the iPad side and from the iPhones. Consumer technology is behaving pretty well. This is one that you could own. It will be hard to have a huge win out of it. They have a tough act to follow and it will be hard for them to re-create the growth that they have had over time. Expects there are better spots to be invested in.


Price:
$556.180
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-01-22 BUY Brian Huen

A bigger position in his funds.  Likes the fundamentals of the company.  Lots of cash flow and continue to innovate.  He believes the company has way too much cash and it should go to dividends.  M&A has been a pretty spotty strategy for the Apple.  They are an innovation company.  If you get an apple device in people’s hands they start buying the other products.


Price:
$551.510
Subject:
MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias:
BULLISH US ECONOMY
Owned:
Yes
2014-01-21 COMMENT John O'Connell, CFA

4th quarter is becoming more cyclical for all the phone companies, so there is a good chance that the next quarter coming up could be a little bit weaker. Offsetting that will be the positive impact and the look-through as to what is going on with China Mobile and their sales. Another catalyst for this stock will be the new i-Watch they will be releasing.


Price:
$549.070
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-01-09 PAST TOP PICK David Baskin

(A Top Pick Dec 20/12. Up 5.63%.) Surprised it hadn’t done better. Still believes in the stock and that it should be trading closer to $600 a share.


Price:
$536.519
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-01-06 COMMENT Larry Berman CFA, CMT, CTA

When shares are bought back, pushed by activists, it often does not work.  Typically share buy backs are positive. 


Price:
$543.930
Subject:
TECHNICAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2014-01-02 PAST TOP PICK Gordon Reid

(A Top Pick Dec 19/12. Up 7.73%.) Thinks there are a lot of exciting things happening for 2014. The biggest and most important are new products. We need another wild product and if we get it the stock is going to do extremely well. Not only will earnings, revenues grow, but there will be a revision of the multiples upward. These are the 2 things that really drive stock prices. Carl Eichorn is pushing for a stock buyback, so capital allocation is a possible catalyst for a higher price. Also China Mobile is going to add a lot of units, which is another support under the stock.


Price:
$553.130
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2013-12-23 BUY Barry Schwartz

This stock could see some significant up move in 2014. China Mobile helps and there are new products that are definitely on the way in 2014. Sees improving demand for smart phones. For every phone sold, only 30% of them are smart phones globally. Valuation is cheap and you are not paying a lot for earnings. Doing all the right things.


Price:
$570.090
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
Showing 46 to 60 of 473 entries

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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