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
BUY
5-7-year hold? Amazing idea. Though with tech stocks they do change quickly, so that's a warning. But he loves this number: $130 billion net cash and generating more. The new Apple streaming is interesting but meaningless to the bottom line. Their new credit card is interesting, and maybe they're using that to make existing customers more "sticky." Apple is cheaper than peer stocks. There's way more growth ahead. And no, the iPhone is not dead.
electricalelectronic
DON'T BUY
The streaming thing is very interesting. They may or may not announce today they are getting into that business. If they follow Netflix into the space then it reduces the scarcity value. We will find out the hard way. He got out of AAPL-Q because he was worried their volumes would go negative. When this happens, others in the past have seen the beginning of the end when this happened. They have to show they can grow their revenues in other businesses. As you look out several years, there is the 5G network rollout.
electricalelectronic
BUY
It is getting a bit of a boost on the services side of the business. It is about $45 Billion in revenue. This equates to FB-Q's revenue in 2017. They are getting a bit of a bid here. They have more than 1 billion devices and a loyalty rating of 93%.
Gordon ReidOwned
electricalelectronic
PAST TOP PICK
(A Top Pick Dec 27/18, Up 12%) In December, it had pulled back 35% from its peak. Then they issued a bomb of an earnings report based on poor guidance. Since then, the stock has marched up. There's speculation they'll do an acquisition in the services space.
Jamie Murray Owned
electricalelectronic
COMMENT
He bought a $175 July call for $8 and sold twice as many $190 July expiry. That's a ratio call spread: he bought a call at a lower strike price and sold twice as many calls at a higher strike price; his higher strike was $190. So if Apple trades up to $190, he starts losing money. He's got no money out of his pocket because he brought in enough money from the sale of two options. That long option will benefit all the way to $190. It's a good trade, but keep an eye on it. He doesn't normally like that with a volatile company, because specific events can make that stock rise dramatically. That said, he understands why one would do this with AAPL, but not with Netflix or Facebook.
electricalelectronic
COMMENT
Not expensive, trading around 12x earnings and has lots of cash. It's buying back shares and raising its dividend. The issue is that the iPhone has not added many innovative features lately. So, Apple is having trouble getting the volume at these prices. Apple no longer gives information about its sales, too. They talk about their services business growing, but it's driven by the iPhone business. They have a lot of cash, but they've never bought anything, at least nothing big.
electricalelectronic
PAST TOP PICK
(A Top Pick Jan 12/18, Down 2%) This is a stock he would "go to war with". He sees about 15% upside from here. He would be a long term buy and hold at $100, otherwise trade it looking to enter at $142.
Brian Acker, CAOwned
electricalelectronic
BUY
Add on dips? Yes, you can. The company has been going through a transition as iPhone sales are slowing. But the service business will grow as long as Apple continues to make investments. Though Apple has recovered from its dips, don't chase this. Wall St. can be fickle. This will trade at a maximum 15x multiple. Apple needs to build its content in the face of its tech rivals. Overall, a great company.
John O'Connell, CFAOwned
electricalelectronic
BUY
It is one of his top ideas this year. The ecosystem they have means he sends them money each month for storage. Here is a consumer company trading at only 9 times earnings.
Robert LauzonOwned
electricalelectronic
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