NASDAQ:AAPL

Apple Inc (AAPL)

347.73
-0.50 (0.14%)
as of Oct 23, 2026, 8:00:00 pm Market Closed.
2022 watching
0
DON'T BUY
Concerned with their product durability. Product seems to break down awfully easily. Expect the iPhone will have a lot of challengers. Given global economic circumstances, people can live without the new gadget.
BUY
Although market share is below 10%, mind share (people thinking of it) is 30%. Therefore tremendous growth potential. Very high margins. Good investment on a 3-year horizon.
TOP PICK
Stock is down to about 14X earnings. Those earnings are very conservative ones.
PARTIAL BUY
Last quarter was superb. Their new phone had huge sales. A lot of that appears to be a one-quarter phenomena. He is seeing data indicating they are cutting back on getting parts for the iPhone. Wouldn't be surprised to see iPhone sales go way down. Their PCs are doing quite well.
BUY
Good seasonality and January/February is the time when these types of stocks tend to peak. Could see it at the $120-$125 level in January. The only challenge is, are people going to slow down their purchases of their products.
BUY
Very positive that they were up when markets sold off. ITunes diversifies their business. Basic computer business is doing better.
BUY
Started buying for some clients. People are still buying Ipods, iPhones. People are not lining up for bread. Great earnings and it’s a valuation play.
TOP PICK
They created a new business with the iPhone and yet the stock did not go up.
WAIT
Trade apple if S&P gets down to 1000-point area. Steam is coming out of consumer. This will be a consumer lead recession.
SELL
We are going into the consumer phase of one of its fastest growing products, the iPhone, competing against RIM and Nokia. He thinks all these names will get hurt.
BUY
14x earnings is better than Rim’s 17x.
DON'T BUY
Consumer related products and we are entering a consumer slow down. People will hold on to an existing product. Great company but you are paying a large multiple.
DON'T BUY
Has some potential, but not a lot. Trading at about 8X book, which is not cheap. If things slow down, OUCH! It could lose half its price just like that.
DON'T BUY
Big multiple and too expensive for him.
HOLD
High-quality company. Good products giving them a good competitive position. FMV is only 10% higher than the current stock price. Would consider buying a little lower down.
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