Apple | StockChase
825
Apple (AAPL-Q)

Last Price Recorded: $173.9700 on 2017-12-15

ON STOCKCHASE SINCE Oct 2000

PC Mnfctr

electrical/electronic
825
Apple (AAPL-Q)

Last Price Recorded: $173.9700 on 2017-12-15

ON STOCKCHASE SINCE Oct 2000

PC Mnfctr

electrical/electronic

Apple


Signal Opinion Expert
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

COMMENT
Apple(AAPL-Q) 

November 8, 2017

This has really outperformed the market over the last year or so. Product launches are a big part of it. Things just shift so quickly in this space that it is not something she is participating in.

electrical/electronic

This has really outperformed the market over the last year or so. Product launches are a big part of it. Things just shift so quickly in this space that it is not something she is participating in.

electrical/electronic
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment ...

PricePrice
$176.240
Owned Owned
No

PAST TOP PICK
Apple(AAPL-Q) 

November 6, 2017

(A Past Top Pick Jan 30/17, Up 45%)  There is lots of headline news regarding this company.  People are willing to spend a lot of money on cell phones.  Phone debt is one of the highest growing areas of consumer debt.  AAPL-Q are a leader in their arena.

electrical/electronic

(A Past Top Pick Jan 30/17, Up 45%)  There is lots of headline news regarding this company.  People are willing to spend a lot of money on cell phones.  Phone debt is one of the highest growing areas of consumer debt.  AAPL-Q are a leader in their arena.

electrical/electronic
Erin Gibbs

V.P., S&P Global Market In...

PricePrice
$174.250
Owned Owned
Yes

COMMENT
Apple(AAPL-Q) 

November 2, 2017

Earnings came out today and were pretty incredible. They beat on every basic number. Not an expensive stock, trading at 15X earnings. If the tax deal goes through, they get the upside on bringing back a bunch of money. Has a very strong ecosystem, so people tend to stay with them.

electrical/electronic

Earnings came out today and were pretty incredible. They beat on every basic number. Not an expensive stock, trading at 15X earnings. If the tax deal goes through, they get the upside on bringing back a bunch of money. Has a very strong ecosystem, so people tend to stay with them.

electrical/electronic
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$168.110
Owned Owned
Yes

PAST TOP PICK
Apple(AAPL-Q) 

November 1, 2017

(A Top Pick June 22/16. Up 79%.) A year ago, everyone was convinced the company was not going to be able to come up with anything innovative anymore. Apple today is a very different business than it was 8 years ago. If you are expecting it to behave the same way that it was, it is not the same business. They have a lot of cash. Sold it because of how much it appreciated. It became a little expensive. He would like to buy back in as some point.

electrical/electronic

(A Top Pick June 22/16. Up 79%.) A year ago, everyone was convinced the company was not going to be able to come up with anything innovative anymore. Apple today is a very different business than it was 8 years ago. If you are expecting it to behave the same way that it was, it is not the same business. They have a lot of cash. Sold it because of how much it appreciated. It became a little expensive. He would like to buy back in as some point.

electrical/electronic
Kash Pashootan

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

PricePrice
$166.890
Owned Owned
No

DON'T BUY
Apple(AAPL-Q) 

October 30, 2017

It is quite mature in the smart phone industry.  But over the long term they would not be a good compounder.  Their big growth is behind them.

electrical/electronic

It is quite mature in the smart phone industry.  But over the long term they would not be a good compounder.  Their big growth is behind them.

electrical/electronic
Jordan McNamee

Portfolio Manager, Cambridge Global Ass...

PricePrice
$166.720
Owned Owned
Unknown

COMMENT
Apple(AAPL-Q) 

October 26, 2017

Up a little less than 40% for the year. Has done fabulously well because they’ve convinced consumers their product is the product to have. The concern is that there is nothing they make, that somebody else can’t make at half the price. The history of consumer electronic companies is not very good.

electrical/electronic

Up a little less than 40% for the year. Has done fabulously well because they’ve convinced consumers their product is the product to have. The concern is that there is nothing they make, that somebody else can’t make at half the price. The history of consumer electronic companies is not very good.

electrical/electronic
John Burke

CEO & CIO, Burke Financial Stra...

PricePrice
$157.410
Owned Owned
Yes

Showing 1 to 15 of 825 entries
<< < 1 2 3 4 5 > >>
Post Comment

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!


You must be logged in to comment.

Successfully Saved Company