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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: $146.2800 on 2017-06-23

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Date Signal Expert Opinion Price
2017-06-21 HOLD Gordon Reid

People have been saying that the Apple phone is going to fail for as long as he can remember. This has done very, very well for his clients. He has trimmed his holdings 8 times. A 3rd of their market capitalization is in cash. The iPhone 8 is the 10th anniversary of the iPhone. They are putting a lot of money behind R&D, and he thinks there are some good things that are going to come out. There is a 93% loyalty rate amongst Apple buyers.


Price:
$145.870
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-06-19 DON'T BUY Veeral Khatri

He owned it on and off over the last couple of years but it had a good run.  What is their next trick?  The question is what’s next and he does not have a good handle on what that is.  They have this huge loyal user base and he thinks there is a huge opportunity with APPs.  They need to be better at capturing services revenue.  He prefers GOOG-Q.  If AAPL-Q pulled back 10-15%, it would be a lot more palatable.


Price:
$146.340
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2017-06-15 HOLD Christine Poole

The next iPhone is part of the run up as part of their off shore cash that may be repatriated if Trump comes through.  It would be a one-time boost to the balance sheet.  She would prefer to see more avenues of growth.  Basically phones are just replacement demand.  She is not sold as a growth story.


Price:
$144.290
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on NORTH AMERICAN ECONOMY
Owned:
Unknown
2017-06-14 TOP PICK John O'Connell, CFA

About to go through a huge, huge upgrade cycle. Trading at about 16X forward earnings, which he feels is too low. They continue to be very innovative. The company’s strength is also its weakness. Its biggest weakness right now is Siri and the artificial intelligence. It’s very advanced artificial intelligence, but its ability to learn through machine learning is being retarded by having a closed ecosystem. Dividend yield of 1.7%. (Analysts’ price target is $161.50.)


Price:
$145.160
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-09 DON'T BUY David Dietze

He would not be a buyer here. It is right at the top of its range. A lot has been priced into them being able to repatriate cash from overseas if there is tax reform, but as the administration continues to get distracted, he thinks this gets pushed out. He also has questions about their innovation. A lot has been priced into their next version of the iPhone, and they are going to have to sell a lot of iPhones very quickly to justify it. In other areas, they seem to be falling flat.


Price:
$148.980
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-06-07 BUY Kash Pashootan

The stock is up about 55% or so over the last 52 weeks. We have to accept that this is a different company than what it was. Growth is going to become more challenging, which means it is going to go through periods where the stock doesn’t do much. He really likes their recent move. They are back to innovating. They continue to trap you into their ecosystem every time they come out with a new service or product. The stock is only trading at 17X.


Price:
$155.370
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-06-05 BUY Matthew McCall

AAPL-Q vs. GOOGL-Q vs. AMZN-Q.  He likes these two as well as AMZN-Q.  You could make a case for all three.  He owns all three.  These guys are changing the world.  AAPL has not had an announcement for a while, but will have announcements in the next year.  They could pull back a bit, but he would own all three.


Price:
$153.930
Subject:
US EQUITIES
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Unknown
2017-06-02 PAST TOP PICK Brian Acker, CA

(A Top Pick March 9/16. Up 56%.) Closed at $153.18, and his model price is $182.71, a 20% upside. A year from now, he is expecting it to be $198, a 30% upside.


Price:
$155.450
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2017-05-30 COMMENT Mike S. Newton, CIM FCSI

This has confounded him for this last year. The Apple ecosystem is phenomenally strong, but found it interesting in the last quarter that Chinese sales are actually declining in their ecosystem. His photos are confusing, he can’t find them, and sometimes they’re on somebody else’s phone. He is in a real neutral position right now.


Price:
$153.670
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2017-05-29 BUY Teal Linde

The stock has been doing quite well even though their revenues are only growing at single digits.  They have always traded at a low multiple because of a narrow product line.  In the last quarter they said 20% of their profits are from Apple app store, Apple music and Apple iCloud, which are all high margin.  They think it can double in the next three years.  That would justify a higher multiple that you are seeing now.


Price:
$153.610
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
SELECTIVE
Owned:
Unknown
2017-05-19 COMMENT John Petrides

He still likes this despite its run up. It has a 4% position in the S&P 500 and is up 25%, and probably a 15% position in the NASDAQ. Has been a major driver of indices and performance year-to-date. The story is still attractive. You are getting the 10th anniversary of the iPhone in September, which should be a blockbuster product. By this time next year, with the new iPhone coming out, it has very low hurdle rates to jump over. Also, starting to ramp up their services business, which is very important for future growth. If and when Trump and the Republicans are able to pass through tax reform, this company has $250 billion of cash, whereby 95% of that is sitting overseas. If they were able to repatriate that cash and give it to shareholders, that would be a good thing.


Price:
$153.060
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2017-05-18 DON'T BUY Matt Kacur

Not as bullish on this company as most people. They are so big, and it is hard for them to continue to get a good return on invested capital. Pretty much a one product company. All these things make him a little nervous. Also, it is not super cheap.


Price:
$152.540
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-05-17 WAIT Cameron Hurst

You are looking at a product cycle, so the next iPhone iteration will be in September. The stock has had a great run. Statistically, there is a meaningful difference in the performance of the stock leading up to the release of a new product, and the 3 months following. A lot of the money has already been made on this.


Price:
$150.250
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-05-16 COMMENT Lorne Steinberg

This company is doing everything right. He doesn’t own this, because 60% of earnings is because of the iPhone. If someone else comes out with a better mouse trap, it will have an impact. The valuation is not stretched.


Price:
$155.470
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
No
2017-05-10 COMMENT John Burke

This breached $800 billion in market cap making it the largest stock ever. He likes to think he can buy a stock that will double his money in 5 years, and he can’t imagine this one will double in size in the next 5 years. Has a hard time getting excited about this.


Price:
$153.260
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
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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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