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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: $110.3700 on 2015-09-04

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Date Signal Expert Opinion Price
2015-02-19 PAST TOP PICK Don Lato

(A Top Pick April 10/14. Up 75.02%.) This is now at about an 8%-9% weighting in his clients accounts. It is still cheap at 15X this year’s earnings. Thinks that Apple Pay is going to be a huge success. (See Top Picks.)


Price:
$128.450
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2015-02-18 TOP PICK Bruce Tatters

(A Top Pick Oct 14/14. Up 30.64%.) Has almost $30 a share in cash and is going to earn about $8.60-$9 this year. He is optimistic that they will again find a way to create a category where others have tried and have not done so well, such as the watch. Dividend yield of 1.47%.


Price:
$128.715
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-02-17 BUY Colin Stewart

One of the great growth stocks of our age. It is actually not expensive. If you strip out the $30 per share in cash they have on their balance sheet, it is only trading at about 12.5X PE. This is still a cheap value stock and is growing at above average rate. Yield of 1.5%.


Price:
$127.830
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-02-17 COMMENT John Hood

Write Covered Calls? You could, although he has never thought of doing it. You would be getting some pretty nice premiums. This is a conservative way of playing it. Don’t forget that whenever you are doing a Covered Call, you are effectively reducing the price of the stock by the value of the Call. Just make sure you know what you are doing because Covered Calls are not difficult to put on, but they get really interesting when there is volatility and you want to take them off. Where a stock price is $100, he looks for an ETF where the Strike price is $100 or $105. Some people will say that you should only go out 1 month or 2 because you will get better yield, because you can do it 2 or 3 times over 6 months. He prefers going out 6 months as he likes more downside protection. It also depends on ex-dividend dates.


Price:
$127.830
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US MARKET
Owned:
Unknown
2015-02-13 COMMENT Brendan Caldwell

Thinks there are better opportunities with some of the companies that have not been so high flying. There are some big US technology companies that are undervalued relative to the expectations that are built in Apple.


Price:
$127.080
Subject:
CANADIAN VALUE
Bias:
BULLISH
Owned:
No
2015-02-13 COMMENT Jon Vialoux

You can’t say anything negative about this company. Chart shows higher highs and higher lows. At a new all-time high today. Technology tends to do well from October through to January, but this one kind of bucks that trend as it can do well even in the summer. This has been a massive growth stock.


Price:
$127.080
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2015-02-09 BUY Mark Grammer

If you have a view that you like the company and that the growth rate is good, then you hold on.  The iWatch is coming out.


Price:
$119.720
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-27 BUY Mike S. Newton, CIM FCSI

Half the people think the iWatch is going to be a flop and the other half thinks it is going to be one of those sneaky hits that people just can’t live without. He thinks the stock will trade up because 1) most of the analysts are behind the ball on this and they’ll all raise their targets next week, and he thinks it trades up to $120 in the 1st quarter. The iWatch is coming out in early April, later than everybody expected. A very defensive name to him.


Price:
$109.140
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-01-19 BUY on WEAKNESS Zachary Curry

You’re going to get some volatility. As the holiday sales get announced, there is going to be some people that think they are great numbers and others that don’t. From a financial point of view, the company is in great shape. Strong balance sheet and have lots of cash. They are buying back stock and they have a dividend. He would wait for the stock to pull back below $700.


Price:
$105.990
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-01-16 COMMENT Kash Pashootan

They are gaining traction in the lower income emerging market countries, so the lower cost phones in the high growth regions strategy is going well. They are continuing to innovate. With Apple Pay and iWatch coming out he doesn’t know when it will be profitable, but they are continuing to innovate. He likes that they have $120 billion in cash and they can’t spend it fast enough.


Price:
$105.990
Subject:
NORTH AMERICAN - LARGE - DIVIDEND
Bias:
DEFENSIVE
Owned:
Yes
2015-01-15 TOP PICK Gordon Reid

(A Top Pick Jan 29/14. Up 52.46%.) Trading at 13.8X what he expects to earn by September 2015. The iPhone 6 was probably one of the most successful product launches of all time. A very high margin piece of business. The mix for this company is very favourable, because the iPhone is a very high margin product, and as it becomes a larger and larger percentage of the total, their gross margins of the company will rise. He expects over 40% of gross margin will lead to a surprise on the upside in terms of earnings. Producing an enormous amount of cash and most of it they are banking. They really can’t keep up with the amount of cash coming in, although they are paying a very fine dividend and are buying back about 6% of the float per year. The iWatch and the ApplePay are the innovation side. Yield of 1.76%.


Price:
$106.820
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-12 COMMENT Barry Schwartz

Likes this. He thinks 2015 is going to be their greatest year, and hopefully 2016 will be even better. Sitting on an enormous amount of cash. The best branded company in the world. Thinks of this as more of a consumer company rather than a technology company.


Price:
$109.250
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-01-05 COMMENT Larry Berman CFA, CMT, CTA

It was a great company in 2008-09.  But it fell well over 50% back then.  The drop in 2012 was about competition and they turned it around.  He would look to take money off the table and then buy more at the $80-90 area, or write a call on it. 


Price:
$106.250
Subject:
SEASONAL & TECHNICAL
Bias:
UNKNOWN
Owned:
Unknown
2015-01-05 BUY Peter Mann

He sees it as a software business that sells hardware.  There are only two ecosystems.  IOS and Android.  Once you are hooked into one, you stay with it.  Will generate a tremendous amount of excess cash this year.  He expects it to continue.  We are in the midst of an upgrade cycle and will continue into 2015.


Price:
$106.250
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Unknown
2014-12-22 COMMENT Darren Sissons

Sell McDonalds (MCD-N) to buy Apple (AAPL-Q)? Apple is a product story, and as with all product stories, if you miss a product cycle it can lead to big problems. Expectations around this company are such that you really don’t know if this is going to go much higher. Not sure how much more penetration they can get outside of developed economies, on a subsidized basis. Great company, but don’t confuse a great investment with a great product.


Price:
$112.940
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Unknown
Showing 61 to 75 of 561 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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