NASDAQ:AAPL

Apple Inc (AAPL)

333.69
+3.37 (1.02%)
as of Oct 2, 2026, 8:00:00 pm Market Open.
2021 watching
0
DON'T BUY
As a value investor, this is a company that sells outside his parameters. Have demonstrated that they are a formidable competitor. A lot of these stocks are selling at multiples that he would be very cautious at this point in time.
COMMENT
Had price momentum and beat estimates consistently. Stock has now stopped behaving the way that it should if the price was going a lot higher. IPhone is having a tougher time. Sold his holdings.
DON'T BUY
Has been volatile. In the near term it hit a peak and looks like it wants to come down.
BUY
He holds this one primarily for the PC growth that underlines their whole business. The iPhone will be a tremendous win for the company. They've only scratched the surface.
BUY
Very volatile stock. Growing revenues at 30% to 35% year-over-year. Probably the best branding company in the world. At current price they are trading at 28X fiscal 09 earnings. If you buy today, you can expect that the stock price over time will mirror the organic growth of the earnings.
BUY
Players like Nokia, LG and Motorola in the cell phone market are not doing that well. The 2 who are doing well are Apple (AAPL-Q) with the iPhones and this company with their Blackberry. This one is an incredibly effective media play device as well as a web browser.
DON'T BUY
(Market Call Minute.) Too trendy for him. An expensive stock.
BUY
(Market Call Minute.) Likely to provide good earnings and upside from iPhones.
SELL
Sold off and had quite a selloff and is now in the midst of a recovery rally and this is a good place to get out.
BUY
Technically is starting to shape up. He would buy here.
DON'T BUY
It’s understandable that this stock has fallen. The multiple was +50 times earnings, which was unsustainable. They are tremendous innovators. People get carried away with stocks like this (group- think). Still an expensive stock, won’t return to $200.
TOP PICK
Probably one of the world's greatest branding companies combined with a great technology company. Continues to gain market share. Mac represents about 50% of their business but iPod and iPhone, the other 50%, are doing very well. Trades at less than 20X next year's earnings. Growing revenues at 30%/35%.
COMMENT
Things aren't quite as strong as they where. Everybody loved the iPhones but people are finding ways to take it off to other carriers and Apple gets nothing for that. The iPod is stumbling here a little bit. Probably has a little bit more to drop.
DON'T BUY
This one has been very good to him over the last number of years but recently got stopped out. Technically speaking, he would want to see the stock trading above $140. There has been a slowdown in the revisions of earnings estimates.
DON'T BUY
Trades at about 5X sales. Very strong balance sheet but it is a very high multiple for a consumers electronic company.
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