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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: $99.7600 on 2014-10-21 01:14:01

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Date Signal Expert Opinion Price
2014-10-16 HOLD Stan Wong

Trading at about 15X near market valuations, but better than the market growth rate. Still a pretty good name. Trading at under 1.0 PEG ratio, which is pretty cheap. Thinks the valuations are getting more normalized at this point.


Price:
$96.260
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-15 PAST TOP PICK Barry Schwartz

A Top Pick Nov 28/13. Up 27.14%.) Doesn’t think the iPad is the real mover of the company. He still thinks it is the iPhone. Valuation ex-cash is still cheap.


Price:
$97.540
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-14 TOP PICK Bruce Tatters

Valuation, net of cash, is about 11 times. This compares against the market of about 14 times. Thinks you could easily see 20%-25% earnings growth over the next year. When you see a company trading at 30%-35% discount to the market, with double its growth, this is quality on sale.


Price:
$98.750
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-10-07 WATCH Christine Poole

She is not thinking of adding this to her portfolios as it has had a nice run into their product announcements. It will probably have a pretty healthy holiday season and it is launching in China now. She would wait for it to pull back closer to its 200 day moving average of $86.72.


Price:
$98.750
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-09-30 BUY Gordon Reid

A very good hold.  Don’t sell it to buy something else.  It continues to be very attractive.  They have overcome some of their issues like innovation.  They are convincing the street there is innovation in their future.  The watch will get some traction as a category in sensory items.  The bill payment system will be a very big area of Apple’s future.  The phone is a refresh item, but a big source of cash flow with sales of a 100 million units.  A very bright future.  The other side is their capital allocation policy.  It is going to share buy backs.  He, however, likes it.


Price:
$100.750
Subject:
US EQUITIES
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2014-09-29 DON'T BUY Norman Levine

Steve Jobs was the heart and soul so when he died it did not remain the same company.


Price:
$100.110
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
No
2014-09-29 DON'T BUY Patrick Horan

Double Dutch Irish tax scheme.  It allows them to shelter their revenues through Ireland.  If the worst came to the worst they might have to restructure.  He would not get too shaken out on the stock based on this.  His problem is that most of their business is the iPhone.  It is very fat for them.  He does not see them growing around the world from here.  He also sees competition from guys with razor thin margins.  Everything they are doing speaks for consumerism and not technology.  If they continue to raise their dividend the stock could still work.


Price:
$100.110
Subject:
NORTH AMERICAN
Bias:
SELECTIVELY BULLISH
Owned:
Unknown
2014-09-19 COMMENT John Stephenson

If you own, you’ve had a good run and would be probably wise to trim a little bit. However, overall, looking at the technology space, this looks really good. They do 2 things primarily. Produces consumers’ products, but also has the operating system which you can use across your iPad, iPhone, etc. Thinks they have a lot of leverage that they are starting to pull. Valuation is not ridiculous and they have a lot of cash.


Price:
$100.960
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2014-09-17 HOLD Christine Hughes

In terms of the area of the market that this is in, NASDAQ has proven itself over the last several months to continue to be the leader through this mid-cycle turn. The sector has a lot of things going for it. The refresh for Apple is going extremely well. If you own, she would continue to ride it.


Price:
$101.580
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2014-09-16 TOP PICK John O'Connell, CFA

Thinks the new watch is going to be amazing because he thinks it is going to be part of the whole point of sale transaction. It’s on your body and the biometrics is going to work and will just scan your watch when you walk out of the store. Feels the company is transforming the whole shopping experience. The ApplePay is a really, really big deal and the watch is going to sync with that.


Price:
$100.860
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-12 HOLD Bruce Campbell (1)

At this price, you are paying only about 15X earnings. If you think they have growth above average, seasonally this is one you want to own as they are going to sell a lot of new phones, etc. and you will have a good quarter. He is seeing Wall Street targets in the $110 range, which is 10%, making it still worth holding. If you are back at $90, you would feel a lot more excited.


Price:
$101.660
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-11 COMMENT Teal Linde

He’d be a trader.  iPhone is 70% of their revenue.  There is a lot of hype around new product launches.  Thinks the iPhone 6 will be the largest launch in its history.  A lot of users have been waiting for a bigger screen.  A lot of people will upgrade, but he can’t see what they do after this.


Price:
$101.430
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-09-09 BUY David Burrows

Apple’s New Product Event: Ultimately, what Apple is trying to do, is to re-establish some growth in the business. They have a history of trading up into these events and then back off a little afterwards. It will really depend on what they come out with. There are high expectations for some new products. Payments could potentially be quite interesting, depending on how the business model works. This is something that a lot of companies have been trying to do, and Apple probably has a critical mass to drive. He would expect them to deliver some very great products. An investment in this company is just an investment in some very secular long-term themes towards wearables, wireless data, etc. Stock has been behaving well into the news and is in a strong sector.


Price:
$97.990
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-08-29 PARTIAL SELL Jennifer Radman

She tends to avoid the consumer products side on hardware electronics. This company has done a phenomenal job. She is always afraid of how quick consumers are to change their minds, and to go after new things. If you own, she would consider trimming back and getting out of the holding. 


Price:
$102.500
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-08-28 SELL Darren Sissons

Sep 9th is perhaps the day they have an announcement of a new iPhone.  The challenge is the price.  There is a challenge to sell a $600 phone to people in China.  What is left in the company to drive them to a higher value? 


Price:
$102.250
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Unknown
Showing 1 to 15 of 471 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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