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Compiling comments that experts make about stocks while on public TV.


Opinion for Apple (AAPL-Q)

Signal Price Bias Subject Owned

Big question “is it a value trap, or not” as it looks cheap at only 11X forward earnings. If you look at the 2nd derivative of earnings, this company has very, very high margins. A company that attains the margins they have seldom keep it. As the innovation cycle has waned, we will see the competition come in and continually chip away at those margins. Thinks it is a value trap.

Patrick Horan
Portfolio Manager, Agilith Capital Inc

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