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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: 531.6990 on 2014-04-23 01:14:01

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Date Signal Expert Opinion Price
2013-03-19 BUY John Wilson

Has just started purchasing this. At these levels, the cash flow yield is over 10%. PE multiple is below 10 times. A third of its market cap is in cash. Generates about $20 billion in cash each quarter. He knows that at these levels there is a catalyst in place to have to return cash to shareholders. It could be through a much larger dividend or a very large buyback.


Price:
$454.490
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-03-18 WAIT Larry Berman CFA, CMT, CTA

We are not ready to get into Apple.  They made an announcement they would bump the dividend.  Sees 3-5% correction in equity markets so use that as an entry point for Apple.  One more lower low and then you can nibble.


Price:
$455.720
Subject:
N/A
Bias:
CAUTIOUS
Owned:
Unknown
2013-03-18 HOLD Peter Brieger

It has 10%-11% projected earnings growth according to some analysts. PE of 9.8%, which is ridiculous. Very cheap.


Price:
$455.720
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-03-12 DON'T BUY David Burrows

Sometimes stocks become so over owned that when technically they start to sell off, they become a source of funds for other types of investments. Samsung seems to really be attacking this company. Innovations have been less than exciting. To compete they are going to have to either innovate, which will impact their margins, or will have to compete on price, which will also impact their margins. (He is Short this stock.)


Price:
$428.430
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2013-03-01 DON'T BUY Hap (Robert) Sneddon FCSI

It should hold at the current level. If it breaks down through $430, it’ll probably go down a bit further, high $380’s-$390’s. If you believe in this on a long-term fundamental basis, it will have a lot of grinding through those places where people paid much more and are trying to get their money back. There are better stocks in this space.


Price:
$444.570
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
CAUTIOUS
Owned:
Unknown
2013-02-26 BUY Barry Schwartz

At this price, it is a steal of a deal. Pick up cash and is trading at 6.5X earnings. Dividend yield is attractive. Something has to be done about their cash balance and hopefully they will announce something at tomorrow’s annual meeting


Price:
$448.970
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-02-25 PAST TOP PICK Chyanne Fickes

(Top Pick Jul 6/12, Down 24.44% Total Return) Incredible value.  It is so cheap.  But earnings could be problematic over the next couple of quarters.  She has been selling at higher prices.


Price:
$442.800
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-02-21 DON'T BUY Jennifer Radman

It is pretty compelling at this point.  Valuations are pretty compelling.  Issues are size of company and they reinvented part of the tech space and now what are the next steps.  Prefers Qualcom because they make the innards of the handsets.


Price:
$446.060
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
No
2013-02-19 TOP PICK David Baskin

As a value investor, he thinks this is going to make something over $40 this year. It has $150 a share in cash. Take off the cash and you are getting $40 of earnings for $300, which is 7X earnings for one of the great companies in the history of the world. He is assuming a major share buyback will be announced at the annual meeting as well as an increased dividend. Yield of 2.3%.


Price:
$459.990
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-02-15 DON'T BUY Keith Richards

Fairly predictable.  Found support in $450 area.  Trend is negative and not a lot supporting it long term.  He would not be buying it here.  He would take a look at it at $400.


Price:
$460.160
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
No
2013-02-05 HOLD Gordon Reid

Has been surprised at the magnitude of the drop in price. This was a positive high momentum company on the upside and has flipped around to a negative momentum. Fundamentally, not a lot has changed. By the end of their fiscal year, he thinks they will have about $175 a share in cash. Trading at about 5.5X ex-cash. Extremely cheap but right now the market is not carrying about fundamentals.


Price:
$457.844
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2013-02-04 COMMENT Ian Ainsworth

Now that the stock has retreated back to around $442, he is looking at this closely. Very concerned about the next couple of quarters which are going to be a little bit shaky because of margin pressure. They need a refresh of the product. Apple 5 is good but is not selling outside of North America as well as people had hoped. 75% of the profits in the industry. Has the ability to layer on the big base of new products that will rejuvenate it.


Price:
$442.316
Subject:
GROWTH & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2013-01-24 DON'T BUY Hap (Robert) Sneddon FCSI

Just under 2% of outstanding shares being shorted.  This is probably incidental.  It broke a 2-year trend line.  As a bell weather there may be a changing of the guard.  It could bounce back up to the trend line and then come back real quick.  But it could take a lot of time to work through this.


Price:
$450.500
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Unknown
2013-01-23 SELL Darren Sissons

Don’t confuse a good story with a good investment. Tripled over the last 3 years and the market expected this to continue. Really a product of a fund-filled story. As Apple moved higher on earnings, mutual funds came in behind and reweighted to the index which pushed it higher and higher on supply and demand. Unfortunately, expectations have come down and funds have caused more volume to go into the market and pushed the price down further and further.


Price:
$514.005
Subject:
GLOBAL LARGE
Bias:
DEFENSIVE
Owned:
No
2013-01-22 HOLD Peter Brieger

Fourth-quarter is coming up and if it gets clobbered, he’ll want to see why. If the quarter turns out not badly, he thinks he would add to it. A long-term bull on the company. There is lots of room on the upside, especially in developing nations.


Price:
$504.770
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
Showing 61 to 75 of 428 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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