Stock price when the opinion was issued
On Tuesday, they roll out the iPhone 17 and he likes what he's hearing about them. But Wall Street doesn't seem to care. Own it, don't trade it. Is up only 7.78% the past year, trailing the S&P, but doesn't bother him. Is up 41% since the April low, back in the good graces of Trump. Apple sales are growing again. Remains a huge position of his.
Really positive on the stock. The split is helpful. New phone and potential new products. Generally thinks it is due for a good refresh cycle. Great balance sheet.