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Notes:PC Mnfctr
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2012-09-20 | PAST TOP PICK | Gordon Reid |
(A Top Pick Aug 31/11. Up 82.35%.) Estimates are that close to 50 million units of the new phone will be sold in the 1st quarter of their fiscal year, which is a big jump from 35 million that they did last year. Tweet finance |
Price: $698.700 Subject: US EQUITIES Bias: DEFENSIVE Owned: Yes |
| 2012-09-14 | PARTIAL SELL | Darren Sissons |
Probably one of the few guys on the street that doesn’t like this company. It comes down to “don’t confuse a good company with a good investment”. Doesn’t see how this company can continue to produce the kind of gains that it has produced over the years. If you own, consider at least halving your position and put it into something else. Tweet finance |
Price: $691.280 Subject: GLOBAL LARGE Bias: DEFENSIVE Owned: No |
| 2012-09-13 | BUY on WEAKNESS | Stan Wong |
Cheap PE at 14.5%. Based on valuation, the stock is quite low. Long-term growth rate is probably in the 20 percentile. Currently it is kind of overbought. Wait for a bit of a pull back. Tweet finance |
Price: $682.980 Subject: NORTH AMERICAN - LARGE & ETFs Bias: DEFENSIVE Owned: Yes |
| 2012-08-29 | COMMENT | Ian Ainsworth |
Big position for him. Selling as it has moved higher but still has a significant holding. Given the potential for them to introduce new products that will continue the growth rate, he is quite comfortable holding a reduced position. Looking more at the Exit than he is in building a position. Feels the company cannot maintain this momentum of significant product introduction going forward so will see aerations (?) that will maintain the levels of revenue and hopefully the level of cash flow but there is always the potential that the products will mature, commoditize and the margins start to decline and the stock will retreat. In a trading range where the stock can move between $620-$750. Tweet finance |
Price: $673.466 Subject: LARGE CAP GROWTH & TECHNOLOGY Bias: OPTIMISTIC Owned: Yes |
| 2012-09-05 | COMMENT | Christine Poole |
The consensus is that share price will be about 10% higher this year. Has done very well this summer partly because of the lawsuit that went in their favour. It is anticipated that the iPhone 5 will be coming Sept 12. Her question would be, what is their next big product. Tweet finance |
Price: $670.230 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: Unknown |
| 2012-09-12 | COMMENT | Paul Harris, CFA |
Great company, but ultimately, to him, it’s a very cool gadget maker. Questions why you are not paying a lot for this when it generates such great returns so the market feels they are not going to be able to constantly generate those rates of return. This is why they are not giving it a high multiple. Tweet finance |
Price: $669.790 Subject: GLOBAL Bias: UNKNOWN Owned: No |
| 2012-08-22 | PAST TOP PICK | Gordon Reid |
(A Top Pick Aug 31/11. Up 73.05%.) Still likes. Tweet finance |
Price: $668.870 Subject: US EQUITIES Bias: UNKNOWN Owned: Yes |
| 2012-09-28 | HOLD | Don Vialoux |
In a bit of a corrective phase here but has pretty good support so your downside risk is pretty minimal. If you own, continue to hold and possibly add some positions as we get into the middle of October. Tweet finance |
Price: $667.105 Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING Bias: UNKNOWN Owned: Unknown |
| 2012-08-24 | PAST TOP PICK | Chyanne Fickes |
(Top Pick Aug 22/11,Up 87.45%) Trimmed because of size but it is still her biggest position. She has just over 6% and that is a pretty heavy weighting. People should be well diversified. She would be leery of putting a lot of money into it here but would put some in. Next quarter could be a little disappointing because the iPhone 5 doesn’t come out for this quarter. Tweet finance |
Price: $663.222 Subject: NORTH AMERICAN - LARGE Bias: DEFENSIVE Owned: Yes |
| 2012-10-02 | COMMENT | Benj Gallander |
Has been completely wrong in this one. When it was around $300 he thought it potentially would be a good Short but has doubled since then. He doesn’t understand the valuation. Tweet finance |
Price: $661.310 Subject: CONTRARIAN INVESTING Bias: UNKNOWN Owned: No |
| 2012-10-01 | PARTIAL SELL | Gavin Graham |
Market share is lower than it was last year because people were waiting for iPhone 5 but now there are issues about producing enough for demand. Difficult for it to grow as fast as it has been doing. Could be attractive in the short term but not in the long term. Take short term profits. Tweet finance |
Price: $659.390 Subject: NORTH AMERICAN - LARGE & GLOBAL EQUITIES Bias: SELECTIVE Owned: No |
| 2012-10-16 | PAST TOP PICK | Mike S. Newton, CIM FCSI |
(Top Pick Sept. 13/11, Up 66.85%) 30% growth, and still an inexpensive name and people need to relax and enjoy the company and buy it now. Tweet finance |
Price: $649.793 Subject: NORTH AMERICAN - LARGE & ETFs Bias: DEFENSIVE Owned: Yes |
| 2012-10-22 | DON'T BUY | Fabrice Taylor |
Not an expensive company. Have a lot of cash and if you take the cash out you get a 9X PE. Steve Jobs started this and ran it. Was kicked out and the stock dropped. Came back in and he brought the stock up to over $600. Now he is gone for good. It takes a visionary to run a tech company because they are constantly required to come up with new products to drive their growth. Tweet finance |
Price: $634.030 Subject: NORTH AMERICAN Bias: BEARISH Owned: No |
| 2012-08-14 | PAST TOP PICK | Mike S. Newton, CIM FCSI |
(A Top Pick Sept 13/11. Up 65.64%.) Tweet finance |
Price: $631.690 Subject: NORTH AMERICAN & ETFs Bias: CAUTIOUS Owned: Yes |
| 2012-08-15 | PAST TOP PICK | Richard Croft |
(A Top Pick Dec 21/11. Up 95.12%.) Bullish Put Spread. Sold Jan’13 420 put @ $70 and Bought Jan’13 380 Put @ $49.50. Was obligated to buy the stock at $420 right through until this January. If he was wrong and the stock collapsed, he had the right to put the stock to somebody else at $380. Tweet finance |
Price: $630.830 Subject: OPTION STRATEGIES & E.T.F.S Bias: CAUTIOUS Owned: Yes |