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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: $93.9900 on 2016-02-13

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Date Signal Expert Opinion Price
2015-08-21 COMMENT Cameron Hurst

Doesn't believe in averaging down. Last quarter there were a few issues that people were quick to flag. The company is producing and the cash hoard is staggering. They are putting up 30% growth numbers. There are fundamental reasons to be there, but doesn't recommend adding to it.

 


Price:
$105.760
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2015-08-14 TOP PICK Kash Pashootan

They have grown earnings as much as the share price has gone up. That is why, even after the run it has had since 2011, it is trading at only 13X earnings. Have lots of cash on hand. Stock is down 9%-10% over the last month because he thinks the market was expecting miracles for the iWatch. Dividend yield of 1.81% and are well positioned to grow it.


Price:
$115.960
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2015-08-13 PARTIAL SELL David Burrows

(Market Call Minute) He cut his position in half.  Financial metrics are strong, but he takes the price signal which is underperforming and carves back his stake.


Price:
$115.150
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-08-13 COMMENT Jennifer Radman

This is a really tough story. Feels it is one of those things that can go both ways. She tries to stay away from the really tough calls. Unless there is a really good reason for it to do better than not, then she stays away. Consumer preferences change so quickly, and it is hard to get ahead of the trends. Valuation is fine, but they hadn’t met expectations on their iPhone sales.


Price:
$115.150
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
No
2015-08-11 COMMENT Christine Poole

She exited because she did not see a lot of innovation coming out of it.  There is only replacement demand for their phones.  The earnings will still grow, but not as much.  It is a mature company now.  There are a lot of lower price products to compete with them.


Price:
$113.490
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-08-10 BUY John Zechner

He lightened a bit last year when it ran up.  He believes in the story long term.  They don’t have as much of a recurring revenue model as he would like.  The value is in the brand name.  iTunes shows how they are moving to more of a service model.  He is buying it in here, however.


Price:
$119.720
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-08-06 DON'T BUY Bill Carrigan

If a stock is above the 200 day and it is rising, the trend is up.  It is below then the trend is down.  APPL-O had three growth periods.  ’06 to ’08 then ’09 until ’12 and then ’13 to just before it collapsed.  He thinks the growth is over.  The easy money has been picked. 


Price:
$115.130
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Unknown
2015-08-06 BUY David Baskin

It is a 15% better buy today than it was a few months ago. Has suffered a mini correction. It has a long history of going up and then going down, and then going back up again. He thinks a lot of the company. They had an excellent last quarter. It has tremendous potential of products coming down the road. They don't need to have a hit on every product. He thinks it is a veryimpressive company. At $115 it is a very reasonable buy.

 


Price:
$115.130
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Unknown
2015-08-04 DON'T BUY Benj Gallander

Just reported quarterly results and the stock dropped. Has been wrong on this for years and had thought the tide would turn a lot earlier. Technology is a very, very difficult sphere. With many companies, what appears to be leading-edge technology, after while is no longer. He has been waiting for when this company starts to have some difficulty with their technology perhaps, and saturates the marketplace. At some point he thinks it could really get hammered. They are clear leaders in their field. Have taken on debt, and when you have as much money as they do, why do that? He would be wary of buying this.


Price:
$114.640
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
No
2015-07-30 PAST TOP PICK Zachary Curry

(A Top Pick July 10/14. Up 29.1%.) Took some money off the table when it got up to the high $122’s. They are selling more of their iPhones, their market share is going up, and selling more Mac’s in a declining PC environment. Once they get people to buy an iPhone, they will buy another one. Trading at a very good valuation level. Have lots of cash.


Price:
$122.370
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-22 STRONG BUY Gordon Reid

Reported revenue growth of 33% year-over-year and earnings growth of over 45% which slightly exceeded expectations that were posted on the street, and yet the market still sold off. This is a lesson to march to your own drummer as opposed to what the market might be telling you at any given point in time. Their new watch to him is more of a sensory device, a beginning of a new category, that is extremely exciting. People who get caught up in the idea that it is a watch are missing the point. This is going more into an incredibly important social device. It is going to have implications from a social standpoint and a medical standpoint. Stock is not expensive and this is one of the fastest-growing companies that he knows of. It has innovation, capital distribution through dividends and stock buybacks, and it has China. China now represents about a quarter of their total revenues.


Price:
$125.220
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2015-07-21 BUY Barry Schwartz

Down 7% in after-hours, but he is a shareholder, not a trader. Traders are speculating on what earnings are going to be, but he sees a company whose revenues are up 30% year-over-year and quarter-over-quarter. Profits are growing and guidance looks pretty good. It is all about fundamentals. Stripping out the cash, he thinks they are guiding for over $9 a share in earnings. Would be buying more of this tomorrow if he already didn’t own so much. He tries to focus on the long-term on things he wants to own for 5 years. This stock is cheap.


Price:
$130.750
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-15 PAST TOP PICK Bruce Tatters

(A Top Pick April 29/15. Up 53.45%.) Had a meaningful uptick in earnings as they launched the iPhone 6, and the bigger screens took hold and began to take a domineering position in the high priced smart phone category. Still inexpensive relative to the markets.


Price:
$126.820
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-15 TOP PICK Bruce Tatters

Look for them to launch a new Apple TV box this fall. They are putting all their content relationships together today, which will be another new category. The iWatch hasn’t had big progress yet, but he expects it will. Also, thinks the new iPhone cycle will continue to grow.


Price:
$126.820
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-15 BUY Don Lato

At 13X earnings, even before you strip out the cash, you can buy this today and not be concerned about where the stock is going to be 2 or 3 years from now.


Price:
$126.820
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
Showing 61 to 75 of 615 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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