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
DON'T BUY
IPhone has been an incredible success and ahead of analysts expectations. It has become an expensive stock and is a little ahead of itself in valuations. Prefers Research in Motion (RIM-T).
BUY ON WEAKNESS
Fantastic innovators. Great product line. IPhone still has some growth potential. Could be some pitfalls from a volatility standpoint if the economy does not pick up. A lot of things have to go right. He would look for it a little bit cheaper.
TOP PICK
Has traded in and out of this stock in the last 6 months or so. Dominant iPod brand. IPhone is gaining a lot of market share. A company full of creative and smart people.
HOLD
In very good shape. Smart phone market is going to continue to grow and will continue to be dominated by Research in Motion (RIM-T) and Apple (AAPL-Q). Both are still trading at pretty reasonable multiples.
HOLD
If it pulled back to $122 he would be a heavy buyer of this. Thinks this company will remain a leader as far as technology goes.
TOP PICK
Excellent momentum. Sold 11 million iPods last quarter with 9 million as the estimate. Also sold 3.9 million iPhones with the estimate at 3.35 million.
BUY ON WEAKNESS
Likes the sector and their business model. Concerned about competition in the lower end and margins being contracted. Not terribly expensive but would wait for a pullback. Prefers Research in Motion (RIM-T).
HOLD
(Market Call Minute.) Incredibly strong company.
WEAK BUY
Had an incredible run. Steve is about $10-$20 in the price of the stock. You don’t buy the stock because of him. Buy it for the iPhone.
TOP PICK
Both RIM and Apple recently reported record revenues during a recession. Anticipating new products. Very strong balance sheet, over 24 Billion in cash. Any acquisitions they make would be very small.
COMMENT
Trading at too much of a premium multiple to Research in Motion (Rim-t) right now. (He has Shorted Apple and gone Long Rim as a pair trade.)
PAST TOP PICK
(A Top Pick March 12/08. Down 26.5%.)
DON'T BUY
Would avoid this one as there is too much technological risk.
COMMENT
Research in motion (RIM-T) and Apple (AAPL-Q) in the long-term will be survivors. In the short-term, sales are de-accelerating. Consider Puts and Calls.
HOLD
Rapidly growing company with many great products. Taking PC share and iPhone has been a huge success. Apple Apps Store is potentially a $1 billion plus opportunity. Growing their earnings at a fairly rapid rate. Because of Steve Job’s health problems, initial reaction is going to be negative.
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