NASDAQ:AAPL

Apple Inc (AAPL)

347.73
-0.50 (0.14%)
as of Oct 23, 2026, 8:00:00 pm Market Closed.
2022 watching
0
COMMENT
30-40 times earnings multiple is too expensive for him.
BUY ON WEAKNESS
US stocks with the US$ going down? You want to have an extra 10% return to cover potential currency loss. This one has had a great move and there could be a retreat in the share price.
BUY
Has been a great stock. One of the cheapest stocks he owns, even at these levels. Should have a lot more upside. They have $45 a share in cash.
COMMENT
Prefers RIM (RIM-T). If he owned Apple, he would be tempted to Sell it and buy RIM. Would consider shorting Apple and going Long Rim.
HOLD
As a value investor he wouldn't own this. Just came out with the iPad and the stock ran up on the expectations but hasn't moved much since. Still early to know if their sales are going to continue as strong. Great company.
TOP PICK
A pairs trade going Long Apple (AAPL-Q) and Short Power Share QQQQQ (QQQQ-Q). Trying to avoid market risk. Not bullish on S&P as it approaches $1200.
TOP PICK
Phenomenal branding machine. Even though it tripled in price since he bought, it is a better buy today because the earning power is so much more this year. The Ipad will be gravy.
TOP PICK
If you strip out the $43 in cash, it is actually trading at 13X Sept/2011 earnings. Arguably one of the cheapest stocks on the board. Dominant in their space.
PAST TOP PICK
(A Top Pick June 19/09. Up 38%.) Still likes. Thinks the new iPad will help them gather steam. 12 straight quarters of positive earnings. Trading at 17X forward earnings. Still undervalued.
BUY
Wouldn't count a lot on the iPad. Ultimately you can’t be sure it is the success that you saw from the iPhone and particularly the iPod. Company has a lot of in-growth going for it. Buy and put it away, don't try to trade it and in a couple of years you will be higher.
BUY
Fairly valued at these levels. The success has been about revenue growth and gross margin expansion. Yesterday’s release showed a slip in gross margin growth. If you see this happen repeatedly, the stock could slip. The key to go from here is to show they can maintain those margins.
BUY ON WEAKNESS
Stock has had a very good run and is trading at a much higher multiple than RIM (RIM-T). Would wait for a hiccup.
BUY
On a fundamental basis he sees RIM (RIM-T) and Apple (AAPL-Q) as good companies. Smart phones are an area of growth globally. Of the 2 he feels RIM is more fairly valued.
PAST TOP PICK
(A Top Pick June 19/09. Up 38.1%.) Brand name for the iPhone and iPod are dominant. A catalyst coming up will be the Tablet in 2010.
PAST TOP PICK
(A Top Pick Dec 19/08. Up 120%.) Good management and innovation. Great broad spectrum of products. A hidden gem is the Apple App store. Still a Buy.
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