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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: 97.0300 on 2014-07-25 01:14:02

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Date Signal Expert Opinion Price
2013-08-20 BUY Gordon Reid

Owned since 2006/7.  He trimmed it 7 times.  All of the issues of capital allocation policies, buy backs and refreshes of a phone are all incidental.  The real future is in innovation, things we have yet to see.  That is the thesis that puts him in Apple.  They have a good dividend policy as well as aggressive stock buybacks.  We have to see in the fall and in 2014 how they do with new products.  Great stock for your portfolio.


Price:
$501.070
Subject:
US EQUITIES
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2013-08-16 PARTIAL SELL Christine Poole

If you own, you might want to take some profits. The smart phone market is getting pretty fully penetrated, especially the high-end where this company participates. Smart phones is a product cycle driven market.


Price:
$502.330
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2013-08-14 COMMENT Michael Bowman

Thinks this business is all about new product. There is a new iPhone coming out on Sept 10. Their new iPhone was similar to the one before that. When a tech stock starts paying dividends or buying back its own shares, it tells him that that is the best thing they can do with their money. If that’s the case, then the R&D pipeline is maybe kind of bogged down. He believes the stock will be higher 6 months from now and there will probably be more new products before December.


Price:
$498.500
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
No
2013-08-12 COMMENT Benj Gallander

Way too high priced for him


Price:
$467.360
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
No
2013-08-07 HOLD Brian Acker, CA

He has a model price of $535 giving it a 15% upside. However, he thinks it’s going to have major resistance at $500. The balance sheet is growing very, very quickly.


Price:
$464.980
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2013-07-30 COMMENT Richard Croft

(Worst call ever made.) He had a $423 Put Spread which expired last January. He had said that people that had this should stay with it because he didn’t think Apple would ever see $400 again.


Price:
$453.320
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
CAUTIOUS
Owned:
Unknown
2013-07-17 BUY Hank Cunningham

Recommendation for a safe Canadian or US funded fixed income product in the technology field with a 2-3 year hold. Buy some of the Apple (AAPL-Q) bonds. Very safe credit. There is a 5-year and the 10 year that you could hold but he would buy the 10 year and hold it in the context of a portfolio. Has the best credit rating of any technology company other than Microsoft (MSFT-Q).


Price:
$430.310
Subject:
FIXED INCOME
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Unknown
2013-07-17 TOP PICK Gordon Reid

This has gone from the most loved company to probably the most hated. After cash is taken out it is trading at probably 7X earnings. Has a capital allocation policy that is new over the last few months. Right now they are paying about a 3% dividend. Committed to a $60 billion buyback which probably adds 2.5%-3% to shareholder return. Has a 15% free cash flow yield. The opportunity to the upside is that they come out with a product that catches on, in which case it will be a very successful re-emergence. The downside is that it becomes a little bit like Microsoft (MSFT-Q), a sort of utility like vehicle.


Price:
$430.310
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2013-07-05 BUY Don Lato

Badly in need of a catalyst. Share price is off almost 45% from the highs. With 10X earnings, a tremendous R&D capability behind it and the Eccosystem that is going to keep their existing customers there, now is the time to be Buying. Expect there will be a big move over the next 2-3 years.


Price:
$417.420
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-07-03 BUY Barry Schwartz

Still buying this for new clients. He loves to buy stocks that are hated. At some point the dividend will be higher. Thinks the 2014 will be a better year for this company.


Price:
$420.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-07-02 DON'T BUY Lorne Steinberg

If the iPhone somehow becomes uncool, that will clobber them.  Their market share has peaked as tablets have been commodities.  Doesn’t want to bet on consumer trends.


Price:
$418.490
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on CANADIAN MARKET
Owned:
No
2013-06-27 DON'T BUY Paul Harris, CFA

As great a company as this is, it is a gadget maker, although a very cool gadget maker. His issue is that competition has caught up from the other gadget makers. Also, when you have an iconic person like Steve Jobs running the company, mediocrity runs away. Great company, not expensive, has lots of cash but he doesn’t think innovation will continue.


Price:
$393.780
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
No
2013-06-19 COMMENT Gordon Reid

He is positive on this company. 2 things had to happen to move the stock. One was they had to get their capital allocation policy in place, which they have done and will be distributing about $100 billion by the end of 2015 through stock buybacks and dividends. The other, and more important issue, is to convince the market that they continue to be an innovator, and if they can, this is a great opportunity. They are talking about a number of new products starting in the fall of 2013 and going into 2014. A solid company and very inexpensive.


Price:
$423.000
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2013-05-16 PAST TOP PICK Stan Wong

Recommended at 571.72 now 434.58 down 22.35% They did a share purchase plan a few weeks ago, which put a floor on the recent drop in share price.  Still some catalysts, Apple TV, Iphone. Have started buying it for new clients recently. The growth won't be as big as it has been in the past.


Price:
$434.578
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-09 WATCH Jon Vialoux

Has been YOUR tech spot until last month.  It has been bottoming for some time.  He wishes it to retest previous levels.


Price:
$456.770
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Unknown
Showing 61 to 75 of 450 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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