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
HOLD
NASDAQ in general and tech stocks in particular are looking quite dangerous here. This one has been an exception and they have a number of things going their way. Further upside, but will be quite limited.
BUY
One of the few technology stocks that he has warm feelings for. Has the smartest management in the consumer technology area. Great products. Price is fairly reasonable.
DON'T BUY
iPods magic and at some point in time, every teenager is going to own one. However, it has a very high multiple which is difficult to justify.
DON'T BUY
Using their balance sheet and earnings estimates, this is not a mispriced asset. His model price is $41.57 which is about a 41% negative differential.
DON'T BUY
Has had an enormously good run but it is probably past its best. Has loads of cash. Maybe dead money for a while. The iPod’s a wonderful device that everyone loves. There is a strong possibility that this company and Disney will get together.
HOLD
Has had a great consolidation here. If it can trade $71/71.50, just a snip higher than what it is here, you can put back in your portfolio.
DON'T BUY
Every time they sell and ipod, they get $1 for ipod and $3 for accessories. Has a new driver that allows Mac’s to run on Windows. Not a big believer in it. It might encourage some non-Apple users to try it. He has been taking profits.
DON'T BUY
Not prepared to buy this one yet. Not sure that the ipod sales can keep growing at the rate they have.
DON'T BUY
Has had a tremendous run but think it's a bit overplayed at these levels.
BUY ON WEAKNESS
The consumer electronics world is changing and a lot of the hype around it has a great deal of merit. But, you have to be wary of what you pay for it. As a lot of new products coming out which are interesting. He sells on the days when there is a spike and would buy when it drops again. Has a ways to go yet.
SELL
The trouble with an enormously fast growing product, the growth rate is now slowing. There is loads of cash on the balance sheet. The question is where do they go from here. Take some profits.
BUY
With this pullback, it's a good time to get in.
DON'T BUY
Have been putting out great results and the stock has reflected this. Not a contrarian and play, so not one they would be interested in. There is a question if the Chinese would start producing a product similar to the iPod. A more contrarian play would be Gateway (GTW-N) which they own.
BUY
After selling his holdings in the mid-$70’s the is starting to buy back once more. Changing its business format to almost an entertainment company. It dominates the MP3 players and the iPods and gives them a platform to deliver content.
DON'T BUY
This is one of the largest mistakes in judgement that he sees in the marketplace. His model price is $38.74 which is a negative 55% differential.
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