NASDAQ:AAPL

275.15
3.69 (1.36%)
Apple Inc. is an American multinational technology company headquartered in Cupertino, California, that designs, develops, and sells consumer electronics, computer software, and online services.
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Analysis and Opinions about AAPL-Q

Signal
Opinion
Expert
COMMENT
COMMENT
December 11, 2019
Microsoft had a good earnings quarterly report. What he doesn't like is that it trades 25 times earnings, when earnings are expected to grow at 10%. He thinks there are better growth orientated stocks out there like Amazon, Google or Apple trading at better valuations.
Apple (AAPL-Q)
December 11, 2019
Microsoft had a good earnings quarterly report. What he doesn't like is that it trades 25 times earnings, when earnings are expected to grow at 10%. He thinks there are better growth orientated stocks out there like Amazon, Google or Apple trading at better valuations.
Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$270.770
Owned
_N/A
COMMENT
COMMENT
November 28, 2019
Thinks the real money to be made in Apple is how much of the Software and Services business they can get into. Apple Pay, Apple Music, Movies, etc. Well managed and have done everything right. Sold their Apple and switched to IBM in the summer time around $220. Would still feels comfortable owning Apple here.
Apple (AAPL-Q)
November 28, 2019
Thinks the real money to be made in Apple is how much of the Software and Services business they can get into. Apple Pay, Apple Music, Movies, etc. Well managed and have done everything right. Sold their Apple and switched to IBM in the summer time around $220. Would still feels comfortable owning Apple here.
Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$267.840
Owned
No
HOLD
HOLD
November 27, 2019
Trimmed more than 7 times over 15 years, because it became a dominant position in the portfolios, and this increases risk. As price rises, fundamental value drops. Company hasn't grown as much as its stock price. Recognize that they have a very loyal following of 90%. Services have taken off. Make it a part of your portfolio, not your whole portfolio.
Apple (AAPL-Q)
November 27, 2019
Trimmed more than 7 times over 15 years, because it became a dominant position in the portfolios, and this increases risk. As price rises, fundamental value drops. Company hasn't grown as much as its stock price. Recognize that they have a very loyal following of 90%. Services have taken off. Make it a part of your portfolio, not your whole portfolio.
Gordon Reid
President, GoodReid Investment Counsel
Price
$267.840
Owned
Yes
BUY
BUY
November 22, 2019

It’s a tremendously innovative and profitable company. He wouldn’t hesitate to own it hear, even though it is a bit rich compared to historic numbers. He believes we are going into a good iPhone refresh cycle. Cook has done a good job in dealing with the tariff war. He expects to see a bundle of their services soon.

Apple (AAPL-Q)
November 22, 2019

It’s a tremendously innovative and profitable company. He wouldn’t hesitate to own it hear, even though it is a bit rich compared to historic numbers. He believes we are going into a good iPhone refresh cycle. Cook has done a good job in dealing with the tariff war. He expects to see a bundle of their services soon.

John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$261.780
Owned
Yes
BUY
BUY
November 19, 2019
The iPhone 11 is a smashing success and the stock is up 70%. The market under-priced it. It should now trade at a Microsoft-like multiple.
Apple (AAPL-Q)
November 19, 2019
The iPhone 11 is a smashing success and the stock is up 70%. The market under-priced it. It should now trade at a Microsoft-like multiple.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$266.850
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
November 15, 2019
(A Top Pick Nov 30/18, Up 51%) He couldn’t understand why people were down on the company. It has tremendous cash in the bank, and he would like to see them acquire more AI companies. The multiple is reasonable. He still thinks its a reasonable company to own.
Apple (AAPL-Q)
November 15, 2019
(A Top Pick Nov 30/18, Up 51%) He couldn’t understand why people were down on the company. It has tremendous cash in the bank, and he would like to see them acquire more AI companies. The multiple is reasonable. He still thinks its a reasonable company to own.
David Cockfield
Managing Director, Northland Wealth Management
Price
$265.760
Owned
Yes
COMMENT
COMMENT
November 13, 2019
AMD vs Apple vs Canadian Tech? His price target for AMD is $41.50 -- pretty close to full value right now. Apple will continue to melt up and you should be able to price it cheaper than today. He has a price target of $265. A Canadian stock like CGI would be good.
Apple (AAPL-Q)
November 13, 2019
AMD vs Apple vs Canadian Tech? His price target for AMD is $41.50 -- pretty close to full value right now. Apple will continue to melt up and you should be able to price it cheaper than today. He has a price target of $265. A Canadian stock like CGI would be good.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$262.760
Owned
_N/A
PAST TOP PICK
PAST TOP PICK
November 12, 2019
(A Top Pick Apr 15/19, Up 33%) The Chinese are keen on brands, and Apple is superb with branding. He hung onto it, not selling as it rose. Apple's vast cash is a hedge if there's any downturn.
Apple (AAPL-Q)
November 12, 2019
(A Top Pick Apr 15/19, Up 33%) The Chinese are keen on brands, and Apple is superb with branding. He hung onto it, not selling as it rose. Apple's vast cash is a hedge if there's any downturn.
Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$261.960
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 7, 2019
(A Top Pick Nov 20/18, Up 49%) Still likes it. Trading in a nice range. Transitioning from hardware to services. Overhang is dependence on iPhone, but they are growing services side.
Apple (AAPL-Q)
November 7, 2019
(A Top Pick Nov 20/18, Up 49%) Still likes it. Trading in a nice range. Transitioning from hardware to services. Overhang is dependence on iPhone, but they are growing services side.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$259.430
Owned
Yes
TOP PICK
TOP PICK
November 7, 2019
New products. Incremental price tweaks are beneficial. Yield is 1.19%. (Analysts’ price target is $253.41)
Apple (AAPL-Q)
November 7, 2019
New products. Incremental price tweaks are beneficial. Yield is 1.19%. (Analysts’ price target is $253.41)
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$259.430
Owned
Yes
BUY
BUY
November 5, 2019
Environmentally friendly? Yes, they are. They buy carbon credits. Apple issued a billion-dollar green bond to finance their renewable energy projects. Also, they have their next-gen robot, Daisy, that disassembles their old phones. Their biggest issue is with Chinese manufacturers who don't treat their employees well, which is a red flag in ESG. That said, he would feel comfortable owning Apple. Apple scores in the 99th percentile for environmental, very high. He's pleased to see them being ESG leaders. They have massive reputational risk, so they need to keep their scores high.
Apple (AAPL-Q)
November 5, 2019
Environmentally friendly? Yes, they are. They buy carbon credits. Apple issued a billion-dollar green bond to finance their renewable energy projects. Also, they have their next-gen robot, Daisy, that disassembles their old phones. Their biggest issue is with Chinese manufacturers who don't treat their employees well, which is a red flag in ESG. That said, he would feel comfortable owning Apple. Apple scores in the 99th percentile for environmental, very high. He's pleased to see them being ESG leaders. They have massive reputational risk, so they need to keep their scores high.
Tim Nash
Founder, Good Investing
Price
$257.615
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
November 4, 2019
(A Top Pick Nov 09/18, Up 19%)synthetic long Apple He bought a call and sold a put. It acted like the underlying stock. He didn't put up any money, and got a 60-cent credit right out of the gate. He closed everything last Friday and got $40.75/share--a huge win. He tamped that down and put up 30% margin. So, that 19% return would triple. He took that off the table though and simply bought Apple which was up 19%. He was being conservative.
Apple (AAPL-Q)
November 4, 2019
(A Top Pick Nov 09/18, Up 19%)synthetic long Apple He bought a call and sold a put. It acted like the underlying stock. He didn't put up any money, and got a 60-cent credit right out of the gate. He closed everything last Friday and got $40.75/share--a huge win. He tamped that down and put up 30% margin. So, that 19% return would triple. He took that off the table though and simply bought Apple which was up 19%. He was being conservative.
Richard Croft
President, R.N. Croft Financial Group Inc.
Price
$257.500
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 30, 2019
(A Top Pick Dec 21/18, Up 63%) In the midst of trade war concerns, the timing to buy was great. It has rebounded every since early 2019, trading to new highs. iPhone 11 first orders are reportedly quite strong. The stock trades at 18 times earnings, but inline with the last 10 year valuations. His biggest holding.
Apple (AAPL-Q)
October 30, 2019
(A Top Pick Dec 21/18, Up 63%) In the midst of trade war concerns, the timing to buy was great. It has rebounded every since early 2019, trading to new highs. iPhone 11 first orders are reportedly quite strong. The stock trades at 18 times earnings, but inline with the last 10 year valuations. His biggest holding.
Don Lato
President, Padlock Investment Management
Price
$242.650
Owned
Yes
BUY
BUY
October 30, 2019
Still likes it through earnings have been mixed overall. Tech's earning resilience surprises many investors at this stage of the cycle. He expects the tech sector's growth and earnings to hit double digits in 2020 and money to move back in these stocks.
Apple (AAPL-Q)
October 30, 2019
Still likes it through earnings have been mixed overall. Tech's earning resilience surprises many investors at this stage of the cycle. He expects the tech sector's growth and earnings to hit double digits in 2020 and money to move back in these stocks.
Andrew Pyle
Senior wealth advisor and portfolio manager, The Pyle Group, Scotia Wealth Mgt.
Price
$243.260
Owned
Unknown
SELL
SELL
October 24, 2019
He sold because much of revenue comes from iPhone. Risk management concern. Issues in China. Smartphone growth slowing. Not the Apple of 5 years ago. Has done well, pulled away from the rest of the FANGs.
Apple (AAPL-Q)
October 24, 2019
He sold because much of revenue comes from iPhone. Risk management concern. Issues in China. Smartphone growth slowing. Not the Apple of 5 years ago. Has done well, pulled away from the rest of the FANGs.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$243.180
Owned
No
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