Viewing Company Apple | StockChase
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Compiling comments that experts make about stocks while on public TV.

Apple Stock Symbol: AAPL-Q

Notes:PC Mnfctr

Last Price Recorded: $143.7900 on 2017-04-27

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Date Signal Expert Opinion Price
2017-04-27 BUY on WEAKNESS Mohsin Bashir

A myriad of multinational companies with off shore cash would be huge beneficiaries of the opportunity to repatriate cash.  He does not view Apple as a tech company, but as a consumer discretionary company.  This is one of highest weights on the NASDAQ.  There is probably room for continued dividend growth.  It would be a beneficiary of more relaxed regulatory action in the US.


Price:
$143.790
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2017-04-27 COMMENT Mike S. Newton, CIM FCSI

Loves this company. Has always been a big believer in the services side and was never too concerned about the fancy phone releases. The services side is going to be the real driver. Longer-term, we are probably looking at a $50 billion a year revenue line, just from the services side.


Price:
$143.790
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-04-20 PAST TOP PICK Lorne Zeiler

(A Top Pick Dec 23/16. Up 23%.) This has been a great buy. Has reduced his holdings, because the catalysts he was looking for hasn’t happened yet. Two of them were related tax reforms, particularly the possible repeat duration of offshore funds. He is also hearing of delays of iPhone 8. He still likes this. Still at a reasonable valuation.


Price:
$142.440
Subject:
DIVIDEND STOCKS AND MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-04-19 COMMENT Bruce Murray

Has a target price of about $168. The dividend will go up. Their new product seems to be taking hold. This is not expensive, trading at about 15X.


Price:
$140.680
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-04-17 WAIT Larry Berman CFA, CMT, CTA

The valuation is not expensive.  He loves it from that perspective.  The Samsung 8 is getting great reviews and that is putting pressure on AAPL-Q.  In a correction it could come back to $120 and would be more attractive there.  Wait for the next iPhone to come out.


Price:
$141.830
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-04-13 PAST TOP PICK Paul Harris, CFA

(A Top Pick, May 5/16. Up 54%.) Had felt this was very cheap on a valuation basis. Trading at almost 10X earnings and has a great dividend yield. Still a very cheap tech stock.


Price:
$141.050
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-04-12 PAST TOP PICK John O'Connell, CFA

(A Top Pick May 3/16. Up 52%.) Feels the upgrade cycle is going to be a big cycle. They are building their service business really well. Trading at reasonable valuations. It is a big, big weight in the index, and there is a lot of money going into index funds, which is a positive. A very, very innovative company.


Price:
$141.800
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-21 BUY on WEAKNESS David Burrows

This has been in the middle of a great run. The tendency is for this to run up into a large product cycle, which is coming via the new iPhone. In the short term, it is probably a little overbought. He likes the Tech space as a whole. This company continues to dominate with its products. Would prefer to see it pull back to their moving average of $132-$135.


Price:
$139.840
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-03-16 COMMENT Gordon Reid

Apple (AAPL-Q) or Alphabet (GOOGL-Q)? He owns both, and both are great holdings. The amazing thing about this one is that they have about 1 billion basically captive users of their products. What makes that even more impressive is that there is a 93% loyalty rate. They produce a ton of cash. A 3rd of their market cap is in cash. Trading well below the market multiple. A great core holding for any portfolio.


Price:
$140.690
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-03-14 TOP PICK Kash Pashootan

Although the stock has gone up considerably over 3-4 years, it is still not expensive, because the earnings growth has been there. Where can you buy a company that is trading at 15-16 times with the amount of cash on hand and this kind of a balance sheet. Dividend yield of 1.6%.  (Analysts’ price target is $145.)


Price:
$138.990
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-03-13 COMMENT Matt Kacur

Companies go through cycles, and this one is on the downside of a cycle. ROC peaked in 2012, and ROC has been going down since that time. It is still at 15%, which is very respectable. Many companies would kill to have a 15% ROC. Valuation is OK, but doesn’t jump out as being super cheap. There are alternatives that you should be in. He would prefer something like Microsoft (MSFT-Q), Amazon (AMZN-Q), Facebook (FB-Q) or Google (GOOGL-Q). You aren’t going to get killed in this, but when there are alternatives that look so much more exciting, he would go with those.


Price:
$139.200
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-07 COMMENT John Stephenson

An excellent company and the street thinks so as well. The Bear case on this is that 60% of its earnings is the iPhone, and what are they going to do next that is a real mover. The whole ecosystem is so powerful that if you own one Apple product, you own a bunch of them.


Price:
$139.520
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Unknown
2017-03-01 HOLD Barry Schwartz

Partial Sell to buy Facebook (FB-Q)? He hasn’t done a lot of research on Facebook, so can’t give an opinion, but the valuation is not extreme and it is generating gobs of cash. However, Apple is cheaper and is doing great things.


Price:
$139.790
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-02-27 COMMENT Mike S. Newton, CIM FCSI

This was a great win for him for 8-9 years. Has been out of the name for about 2 years. He has always been a big believer in their eco-system, but is really confused by why they haven’t bought some of their competition.


Price:
$136.930
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
No
2017-02-21 SELL Alex Ruus

(Market Call Minute.) A great company, but it is coming up to an unsustainable earnings level and their margins are going to be under pressure in the future.


Price:
$136.700
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 763 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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