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

2013-01-11

Opinion for Apple (AAPL-Q)

Signal Price Bias Subject Owned
$520.300 BULLISH US EQUITIES No

Just announced good sales in China but stock price hasn’t reflected this. How come? A lot of concerns in China are on margins which are not quite as high as North American margins. Apple pretty well revolutionized a big part of the technology space and has some of the largest revenues of the technology sector. Valuations look fairly attractive. When you get into such large companies with such large revenues, especially with margins quite high, you wonder how they will replace that, so she tends to stay away. (See Top Picks.)

Jennifer Radman
Portfolio Manager, Caldwell Investment Management

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