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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: $118.4400 on 2015-08-04

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Date Signal Expert Opinion Price
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:
$0.000
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
2015-07-13 WAIT Don Vialoux

Historically people want to buy this right around the end of the year, and this is because people want to buy Apple products at around Christmas. Technically, over the last 8 months or so, it has been in a trading range and there is no real strong technical reason to become involved yet. You may want to wait until closer to October when seasonality clicks in.


Price:
$125.660
Subject:
STOCKS, BONDS & ETFs
Bias:
OPTIMISTIC
Owned:
Unknown
2015-07-09 PAST TOP PICK David Burrows

(A Top Pick July 24/14. Up 25.91%.) This is getting caught up in what is going on in the market. There are very clearly rising moving averages. Stock has been basically trading in a range of $120-$134. Earnings are coming up and we are going to get a clearer picture there. Technically this is not broken at all.


Price:
$120.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on US EQUITIES
Owned:
Yes
2015-07-08 DON'T BUY Paul Harris, CFA

Not an expensive stock, cash flow almost 10%, dividends are around 1.6. Iphone is generating a lot of their revenue. A lot harder to innovate in the future, compared to the ipad, and iphone. Doesn't think the watch is going to happen at all.   


Price:
$122.570
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Unknown
2015-07-07 BUY Jason Mann

A perfect picture of a quantitative stock. It scores really well on price momentum, valuation and in the top 2% of the S&P 500 on value. Trading at 8X EBITDA and 15X PE. This is a company with 38% ROE, and yet trades at a lower multiple than the broad market. One of the best balance sheets you could possibly find. They have a lot of options in buying back stocks.


Price:
$125.690
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2015-07-06 COMMENT Bill Carrigan

The big growth spurt was from 2006 to 2009, followed by a growth spurt in 2009-2011 and another one from 2013-2015. That is 3 growth spurts and this stock is in the 3rd phase. A lot of money was made in the 1st spurt, but not as much in the 2nd and even less in the 3rd. He thinks growth in this company is going to slow down. Most of the easy money has been made. He wouldn’t get too excited about this.


Price:
$126.000
Subject:
TECHNICAL ANALYSIS
Bias:
OPTIMISTIC
Owned:
Unknown
2015-07-02 BUY David Baskin

He does not think the Apple watch is the be all and end all. The last iPhone release was successful.  He thinks Apple music will make incremental revenue.  11 times earnings.


Price:
$126.440
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2015-06-25 TOP PICK Stan Wong

The valuation on this is still very, very solid. Trading on a 13 X forward PE multiple with a 15% long-term growth rate. That puts it at a PEG ratio of 1.0%. Balance sheet is unbeatable with $94 billion in cash. That allowed them to do a $140 billion share buyback. Yield of 1.63%.


Price:
$127.500
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-06-24 COMMENT Charles Lannon

It is important to separate the outlook for the stock versus the company. They both have challenges. At the company level, it is no longer a fast growth company. The key areas where it makes its profits are pretty mature. It is hoping to develop new revenue lines through music streams, watches, etc. As the stock goes through the transition of being a very high growth company, to being a lower growth company, to being an average growth company you are going to get a rotation in their shareholder base. It is tough to see how the stock will do well over a sustained period of time.


Price:
$128.110
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 547 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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