NASDAQ:AAPL
Apple Inc (AAPL)
347.73
-0.50 (0.14%)
as of Oct 23, 2026, 8:00:00 pm Market Closed.
2022 watching
Financials 
Technical Analysis 0
WAIT
Great company. One heck of a run in the last year. Look at the valuation now compared to last year. Much of it due to multiple expansion. Earnings are up a bit, but it was probably undervalued a year ago. Wait to see the impact of coronavirus after the first quarter. Don't be in a rush to buy right now.
electricalelectronic
WATCH
They had been adding to their position last year, watched it grow by 100% on zero earnings growth, and decided to get out. This is the poster child for the index effect, where benchmarking requires managers to overweight companies like Apple. He needs to see the share price $100 lower before he would come back in. When the market come back this will rip up again, but it is time to be patient.
electricalelectronic
BUY
He loves AAPL-Q. He has been selling and has made a lot of money. It topped at EBV plus 8. We saw a nice pullback and he would be a buyer here. His model price is $289.18. We closed above that last night. We had a major move in fixed income. Now is the time to get into this stock.
Brian Acker, CAOwned
electricalelectronic
COMMENT
A great company. Lots of people own it. One of the largest market weighted companies in the index, so how much are money flows driving the price. When you dig deeper, 60% or more of revenues come from hardware. Revenue growth is not bad at 5.3%, but this is more of a mature company than high growth.
electricalelectronic
BUY
What return over 10 years? A good holding and finally trading at an accurate multiple. He bought this in 2006 at $9. You can hold this for the future. Apple will be a player in 5G that will demand a huge turnover in hardware (Apple phones). Apple also boasts on a sky-high customer loyalty rate.
Gordon ReidOwned
electricalelectronic
HOLD
They have a 15% revenue exposure to China. If you look past the impact of Caronavirus, there manufacturing facility near ground zero was for back up. They have a great supply chain and having been moving more production to Taiwan in response. The shift to services has become a larger impact on revenues and the positive benefits will continue.
electricalelectronic
HOLD
You got a multiple expansion because earnings went up. Used to trade at 15x earnings, but now it trades at 25x earnings. This happened with many companies. Continues to like it.
Paul Harris, CFAOwned
electricalelectronic
HOLD
Amazing price performance. Trading 23x forward earnings. 10-12% EPS growth. His concern is that growth is driven by flows into ETFs. Plus, a lot of revenues come from iPhone, and what if issues hit. Revenues have only grown about 5% a year over the last 5 years, whereas other tech is higher. If you own it, hold. But better opportunities elsewhere.
electricalelectronic
BUY ON WEAKNESS
He really likes it. It has had a huge move in the last 12 months. The PE is up 25 from 13. There is a lot of positive sentiment built into it. Only buy it on a pull back.
Colin StewartOwned
electricalelectronic
BUY
The best 5G play in the next 5 years? Apple. 5G is a hardware business and Apple is a hardware company with a strong ecosystem and brand. With 5G, their platforms and tech will evolve (i.e. glasses) and benefit greatly. In other words, they will make great products using 5G. 5G will enhance augmented reality even more, for example. Another example: self-driving cars.
John O'Connell, CFAOwned
electricalelectronic
PAST TOP PICK
(A Top Pick Jan 04/19, Up 30%) A perennial top pick. He's owned this forever. It's a dominant player in online advertiser. Though the founders have stepped aside, their replacement is doing a good job, which may lead to more financial discipline and boost profits further. True, there are anti-trust fears that are real, but governments are discovering that it's not that easy, that they can't regulate consumer preferences. Apple is trading at reasonable valuations for its growth rate which is 20% for years to come.
John O'Connell, CFAOwned
electricalelectronic
BUY
His largest holding. He's surprised with its 2019 performance. In the next 5 years, Apple will buyback a lot of stock as it sells more products and services at higher prices. He predicts 3-5 years from now, it will earn $23-25/share. This will grind higher.
Barry SchwartzOwned
electricalelectronic
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