Apple | StockChase
831
Apple (AAPL-Q)

Last Price Recorded: $179.1000 on 2018-01-17

ON STOCKCHASE SINCE Oct 2000

PC Mnfctr

electrical/electronic
831
Apple (AAPL-Q)

Last Price Recorded: $179.1000 on 2018-01-17

ON STOCKCHASE SINCE Oct 2000

PC Mnfctr

electrical/electronic

Apple


Signal Opinion Expert
COMMENT
Apple(AAPL-Q) 

January 15, 2018

This won't be a 25% grower any more, but it should still get 5%-15% over the next couple of years. You have the tax rate which will flow through them, they're bringing back a lot of foreign money which will allow for share buybacks and possibly dividends. There is the continuous upgrade of the iPhone. This company is a fine hold for the next 5 years.

electrical/electronic

This won't be a 25% grower any more, but it should still get 5%-15% over the next couple of years. You have the tax rate which will flow through them, they're bringing back a lot of foreign money which will allow for share buybacks and possibly dividends. There is the continuous upgrade of the iPhone. This company is a fine hold for the next 5 years.

electrical/electronic
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Gr...

PricePrice
$177.090
Owned Owned
Yes

TOP PICK
Apple(AAPL-Q) 

January 12, 2018

Closed at $175.28, and his model price is $217.08, a 23% upside. Trump is only going to tax 11% to bring all their foreign cash back. Dividend yield of 1.4%. (Analysts' price target is $192.50.)

electrical/electronic

Closed at $175.28, and his model price is $217.08, a 23% upside. Trump is only going to tax 11% to bring all their foreign cash back. Dividend yield of 1.4%. (Analysts' price target is $192.50.)

electrical/electronic
Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc....

PricePrice
$177.090
Owned Owned
Yes

BUY on WEAKNESS
Apple(AAPL-Q) 

January 10, 2018

Long-term this is definitely a stock you want to own. Its ecosystem is so massive, it touches 3 generations. You have 75-year-olds getting on iPads, and then they are brought into the ecosystem. That’s very powerful when they have that many users. Right now, there is a little noise on the market with a lot of tech stocks. There could be a pullback on this, but he could see it being a $200 stock in a year. Also, they’ll be repatriating cash back from overseas.

electrical/electronic

Long-term this is definitely a stock you want to own. Its ecosystem is so massive, it touches 3 generations. You have 75-year-olds getting on iPads, and then they are brought into the ecosystem. That’s very powerful when they have that many users. Right now, there is a little noise on the market with a lot of tech stocks. There could be a pullback on this, but he could see it being a $200 stock in a year. Also, they’ll be repatriating cash back from overseas.

electrical/electronic
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital ...

PricePrice
$174.290
Owned Owned
Unknown

WAIT
Apple(AAPL-Q) 

January 3, 2018

He doesn't feel this could add a lot of value. It’s very hard to have a strong view. If the sales of the iPhone 10 are better than expected, then there is going to be a price mix effect that could cause them to beat expectations. The problem is, if the price and volume are not as good as might be, then it is fairly valued. The question is, how much upside is there if you get it right. Expects not enough to be comfortable in believing it is going to beat the market. Wait for them to finish the successful product launch and for people to get bored, before getting involved.

electrical/electronic

He doesn't feel this could add a lot of value. It’s very hard to have a strong view. If the sales of the iPhone 10 are better than expected, then there is going to be a price mix effect that could cause them to beat expectations. The problem is, if the price and volume are not as good as might be, then it is fairly valued. The question is, how much upside is there if you get it right. Expects not enough to be comfortable in believing it is going to beat the market. Wait for them to finish the successful product launch and for people to get bored, before getting involved.

electrical/electronic
David Fingold

VP and Portfolio Manager, Dynamic Funds...

PricePrice
$172.230
Owned Owned
No

SELL
Apple(AAPL-Q) 

December 27, 2017

Great company obviously. Given where we are in the iPhone cycle, thinks now it’s time to take some profit and look for a better entry point in 2018 or beyond.  From here, it’s hard to see what will backfill that growth in 2018. Thinks it’s better to take some profits now. Sees better opportunities in the supply chain and in names like Broadcom (AVGO-Q).

electrical/electronic

Great company obviously. Given where we are in the iPhone cycle, thinks now it’s time to take some profit and look for a better entry point in 2018 or beyond.  From here, it’s hard to see what will backfill that growth in 2018. Thinks it’s better to take some profits now. Sees better opportunities in the supply chain and in names like Broadcom (AVGO-Q).

electrical/electronic
Geoff Scott

Institutional Portfolio Manager, Cambridge Global Ass...

PricePrice
$170.600
Owned Owned
Unknown

TOP PICK
Apple(AAPL-Q) 

December 19, 2017

Has over 1 billion installed devices, and a 93% loyalty rate. They have a lot of foreign cash, $51 per share. 30% of the total market share is in cash. Trades at about 15X earnings, but if you take the cash into account, it is about 12X. Dividend yield of 1.4%. (Analysts' price target is $193.)

electrical/electronic

Has over 1 billion installed devices, and a 93% loyalty rate. They have a lot of foreign cash, $51 per share. 30% of the total market share is in cash. Trades at about 15X earnings, but if you take the cash into account, it is about 12X. Dividend yield of 1.4%. (Analysts' price target is $193.)

electrical/electronic
Gordon Reid

President, GoodReid Investment ...

PricePrice
$174.540
Owned Owned
Yes

COMMENT
Apple(AAPL-Q) 

December 15, 2017

Trading at a very reasonable valuation. Tim Cook has been a great custodian for the business. They haven't really done anything super bold. They have so much cash, trading at a reasonable valuation. Tech land still has very reasonable multiples and this company is very reasonable within that. Thinks there is still more to go.

electrical/electronic

Trading at a very reasonable valuation. Tim Cook has been a great custodian for the business. They haven't really done anything super bold. They have so much cash, trading at a reasonable valuation. Tech land still has very reasonable multiples and this company is very reasonable within that. Thinks there is still more to go.

electrical/electronic
Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$173.970
Owned Owned
Yes

HOLD
Apple(AAPL-Q) 

December 12, 2017

(Market Call Minute.) If you own this, continue holding as you will get the refresh cycle with their new phones. It has a lot of cash. Going forward, she wants to see more innovation.

electrical/electronic

(Market Call Minute.) If you own this, continue holding as you will get the refresh cycle with their new phones. It has a lot of cash. Going forward, she wants to see more innovation.

electrical/electronic
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$171.700
Owned Owned
No

COMMENT
Apple(AAPL-Q) 

December 8, 2017

He took advantage of the share price appreciation and sold his holdings. They’ve done a great job. His concern is that they are predominantly a hardware-sales cycle thing, and consumers can be quite fickle when it comes to consumer electronics. He would like to see more innovation from them. There is still a significant portion of Apple users that don’t pay for any applications, so maybe there is something they can do on that side.

electrical/electronic

He took advantage of the share price appreciation and sold his holdings. They’ve done a great job. His concern is that they are predominantly a hardware-sales cycle thing, and consumers can be quite fickle when it comes to consumer electronics. He would like to see more innovation from them. There is still a significant portion of Apple users that don’t pay for any applications, so maybe there is something they can do on that side.

electrical/electronic
Veeral Khatri

Partner and Portfolio Manager, JC Clark...

PricePrice
$169.370
Owned Owned
No

COMMENT
Apple(AAPL-Q) 

December 7, 2017

Alphabet (GOOGL-Q) or Apple (AAPL-Q)? He recently sold this. His main concern is that it is primarily a hardware play. You are looking at 62% of revenues coming from the iPhone. The iPhone has been doing well, but that can change on a dime. They have competitors out there. It doesn’t seem anyone is going to overtake them in the near term, but there are some out there who have been doing pretty decently.

electrical/electronic

Alphabet (GOOGL-Q) or Apple (AAPL-Q)? He recently sold this. His main concern is that it is primarily a hardware play. You are looking at 62% of revenues coming from the iPhone. The iPhone has been doing well, but that can change on a dime. They have competitors out there. It doesn’t seem anyone is going to overtake them in the near term, but there are some out there who have been doing pretty decently.

electrical/electronic
Stan Wong

Director & Portfolio Manager, Private Wealth Manag...

PricePrice
$169.320
Owned Owned
No

COMMENT
Apple(AAPL-Q) 

December 6, 2017

Sold his holdings at around $160 in October. The story hasn’t changed, he still likes it, and is looking for an entry point. Any time you see a stock appreciate 50% in a year, it is ripe for some sort of correction and pull back. This is a name that is going to do very well in a portfolio in the long-term. If you are a “buy and hold”, you could buy it and hold for the long-term, but if you are a little more tactical, buying it on a dip is a better way to make money.

electrical/electronic

Sold his holdings at around $160 in October. The story hasn’t changed, he still likes it, and is looking for an entry point. Any time you see a stock appreciate 50% in a year, it is ripe for some sort of correction and pull back. This is a name that is going to do very well in a portfolio in the long-term. If you are a “buy and hold”, you could buy it and hold for the long-term, but if you are a little more tactical, buying it on a dip is a better way to make money.

electrical/electronic
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisor...

PricePrice
$169.010
Owned Owned
No

TOP PICK
Apple(AAPL-Q) 

November 29, 2017

This is all about the iPhone. The reviews are in, and the iPhone 10 is gargantuan. There is so much potential from both the 8 and the 10, but on an earnings perspective, the PE is around 13X earnings when you X-out the cash. Dividend yield of 1.5%. (Analysts’ price target is $193.)

electrical/electronic

This is all about the iPhone. The reviews are in, and the iPhone 10 is gargantuan. There is so much potential from both the 8 and the 10, but on an earnings perspective, the PE is around 13X earnings when you X-out the cash. Dividend yield of 1.5%. (Analysts’ price target is $193.)

electrical/electronic
Paul Gardner, CFA

Partner and Portfolio Manager, Avenue Investment Ma...

PricePrice
$169.480
Owned Owned
Yes

COMMENT
Apple(AAPL-Q) 

November 28, 2017

An amazing, incredible success story. He doesn’t own this because the iPhone accounts for about 55% of revenues. Samsung (005930-KRX) is spending a ton of money to come up with competing products, as is Google (GOOGL-Q). When you have so much of your company based on a single product with the company priced to perfection, that implies risk so he looks elsewhere.

electrical/electronic

An amazing, incredible success story. He doesn’t own this because the iPhone accounts for about 55% of revenues. Samsung (005930-KRX) is spending a ton of money to come up with competing products, as is Google (GOOGL-Q). When you have so much of your company based on a single product with the company priced to perfection, that implies risk so he looks elsewhere.

electrical/electronic
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Weal...

PricePrice
$173.070
Owned Owned
No

COMMENT
Apple(AAPL-Q) 

November 22, 2017

What price would you pay for this? This has been a fine performer. The challenge you have buying a substantial holding, is a little problematic because of how fast the company has grown. The market in many cases is pricing in the continued growth, the capital repatriation story. In the next 3-5 years, the company is going to run into the challenge of how much further it can grow. At these levels, he thinks you are fine because the US tax issue is going to be carried.

electrical/electronic

What price would you pay for this? This has been a fine performer. The challenge you have buying a substantial holding, is a little problematic because of how fast the company has grown. The market in many cases is pricing in the continued growth, the capital repatriation story. In the next 3-5 years, the company is going to run into the challenge of how much further it can grow. At these levels, he thinks you are fine because the US tax issue is going to be carried.

electrical/electronic
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$174.960
Owned Owned
Yes

BUY
Apple(AAPL-Q) 

November 21, 2017

An inexpensive company. Filled with cash, but has lots of interesting catalysts. Their recent iPhone 10 is really interesting, as it gives them the only true integrated platform for augmented reality, which could turn out to be much bigger than people think. Margins are strong when looking at services, and is growing very rapidly.

electrical/electronic

An inexpensive company. Filled with cash, but has lots of interesting catalysts. Their recent iPhone 10 is really interesting, as it gives them the only true integrated platform for augmented reality, which could turn out to be much bigger than people think. Margins are strong when looking at services, and is growing very rapidly.

electrical/electronic
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$173.140
Owned Owned
Yes

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1 Comment

Frodo

October 22nd 2012 at 9:33pm

I don't understand why the experts keep saying this is a cheap company. The stock is over $600 per share. That's not cheap!


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