NASDAQ:AAPL

Apple Inc (AAPL)

332.73
+1.39 (0.42%)
as of Sep 16, 2026, 3:53:04 pm Market Open.
2021 watching
0
BUY ON WEAKNESS
The valuation is still high and it is not cheap. It is a long-term winner. The numbers from the report were still good. Despite a decline in iPhone sales, he believes we will see a pickup in sales next year. The iPhone is no longer the sole driver, with other parts of the business growing at 25% yoy. They are innovating in the wearables and service side of the business.
BUY
He trimmed his position as it became a large position in his portfolio. It continues to execute very well. The 5G phone will take time because it is proliferated through North America. He prefers stocks to ETFs but an ETF could work if you prefer not to pick a stock.
TOP PICK
He has owned this for his clients for 15 years. It has done extremely well. They have trimmed it a number of times. You do not want one company to dominate a portfolio. A few weeks ago, it popped higher than their limitation band so he trimmed it. However, he still very much likes it. Expanding its service offering is very positive for its stable earning. (Analysts’ price target is $121.78)
BUY
Pro-China trade will return if Biden wins the presidency. Rallied today despite the DoJ slapping an antitrust suit. Neither surprised him. China is a huge market and source of manufacturing for Apple. Apple just launched the 5G-friendly iPhone 12. With no war trade war, Apple will surge even higher. The Chinese economy is on fire, too.
PARTIAL BUY

Amazon vs. Apple He owns Apple. The companies are completely different. Apple's ecosystem will continue to dominate. Amazon's valuation is excessive, but the growth justifies the stock price. Sometimes you hold your nose and buy, say, half a position. Buy, hold and don't trade. Add on weakness. (Same with MSFT and Google.) Amazon will continue to take share from brick-and-mortar retailers. Just look at how often you shop Amazon.

COMMENT
Apple launches the new iPhone 12 tomorrow. Reaction will be predictably mixed, no surprises, but today there was still hype in various analyst reports (i.e. "grand entrance for iPhone 12" and "supercycle") which helped to drive up the share price. Dog bites man, he think. Apple is worth owning, not trading, but the bar it set so high going into the launch that the stock risks disappointing.
BUY ON WEAKNESS
It's easier to recommend holding than to put new money in. Long term it is still a good investment. The stock is still pretty expensive with blended forward P/E at 30, which is high relative to its history. For the very long term, it is a good choice. The wearables and service side is the most promising section of the business.
TOP PICK
He has owned it since 2012 and continues to add. The recent pull back might be an opportunity for those who do not have any. It is probably the greatest company in the world. There is more to come from the company. They continue to raise dividends, buy back stocks, and grow value. (Analysts’ price target is $120.58)
BUY
A wonderful company with great products and services. The shares have gone up quite quickly. The best strategy is to build a position in batches so you can participate in upside if there is no retrenching. Focus on the quality.
BUY ON WEAKNESS
The tech rally this year, tech now correcting It's been $103-107 this week so far. Let's say $103 is the floor, which means roughly 25% off its highs (of nearly $138). Buy around $103. 25% off highs for the megacap tech stocks is buy level during the current tech correction.
BUY ON WEAKNESS
As stocks slid today, there was a silver lining in some tech name. Apple rallied to finish 3% positive. We're in the middle of a tech sell-off in September. Don't sell tech now, but buy.
BUY
They executed on their service business which continues to grow, and all their watch and so on is growing very nicely. 5G should help them out but not this year. He sold a little because it became a very large percentage of his portfolio. They will continue to buy back their shares. They continue to execute very well. He likes it and owns it.
BUY
Their largest single holding. Big believers. Dedicated user base. It has both the hardware, as well as software as a service. Enormous amount of cash on hand. The company will grow into its valuation. Dividend will likely rise. Expensive right now, but he has no trouble buying.
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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK
Apple is on steadier ground, given its loyal army of customers and the future roll-out of 5G-compatible iPhones. Those customers kept buying Apple during the lockdown, keeping the company swimming in free cash. However, revenue growth over the last five years averages around 8% while the stock has soared 115% since the March 23 bottom. We see Apple as overbought, but still a solid company and recommend buying on a pullback or taking some profits.
DON'T BUY

Surge in Mac and iPad sales is helping. 34x earnings, overbought at 80 on the RSI. Last 5 years, revenue growth is only around 6%. He wants more than this when you're paying a premium. He questions whether people are going to continue to pay the high prices for its devices.

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