Apple | StockChase
816
Apple (AAPL-Q)

Last Price Recorded: $170.1500 on 2017-11-17

ON STOCKCHASE SINCE Oct 2000

PC Mnfctr

electrical/electronic

Apple


Signal Opinion Expert

2017-11-08

COMMENT
Apple (AAPL-Q)

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 Management

Price: $176.240
Owned: No

2017-11-06

PAST TOP PICK
Apple (AAPL-Q)

(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 Intelligence

Price: $174.250
Owned: Yes

2017-11-02

COMMENT
Apple (AAPL-Q)

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 Management

Price: $168.110
Owned: Yes

2017-11-01

PAST TOP PICK
Apple (AAPL-Q)

(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 Advisory, Raymond James

Price: $166.890
Owned: No

2017-10-30

DON'T BUY
Apple (AAPL-Q)

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 Asset Management

Price: $166.720
Owned: Unknown

2017-10-26

COMMENT
Apple (AAPL-Q)

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 Strategies

Price: $157.410
Owned: Yes

2017-10-18

BUY
Apple (AAPL-Q)

(Market Call Minute.) You are making a bet here on augmented future reality, which is what they have done with their phones.

electrical/electronic
David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $159.760
Owned: Yes

2017-10-17

TOP PICK
Apple (AAPL-Q)

His model price is $200.78, a 26% upside. They’ll be reporting next week and what you will get is more stock buyback. A lot of people are worried about the new iPhone, but all the iPhone addicts are going to have to upgrade. Dividend yield of 1.6%. (Analysts’ price target is $180.)

electrical/electronic
Brian Acker, CA

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

Price: $160.470
Owned: Yes

2017-10-16

TOP PICK
Apple (AAPL-Q)

Attractively priced. Whether it comes out in November, December or whenever, they are going to sell a lot of iPhone 10s. Some analysts say they could sell as high as 270 million phones, which would be 20% more than their biggest phone sale. Has a ton of cash and are going to be a big beneficiary of tax repatriation, if that happens, with tax reform. At some point, he expects they will start putting that cash to work with either a massive buyback or massive dividend increase, etc. Dividend yield of 1.6%. (Analysts’ price target is $180.)

electrical/electronic
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Management

Price: $159.880
Owned: Yes

2017-10-10

COMMENT
Apple (AAPL-Q)

Focuses on larger companies that have sustainable earnings drive with good moats around their franchise. This company is definitely one of those. At the same time, there is a product cycle to this company. When that happens, it typically happens after a larger product launch. This one is in an interesting situation right now. What they’ve opened up has a real chance of being game changing with real legs to it. However, it is going to take time. The iPhone 10 is selling at $1000 and up, and getting to a price point that is prohibitive for the average consumer, and is likely going to be bifurcating the market into a high and low end. The company has lots of runway left in the longer-term. Right now, you need to give it a little time for what seems to be a pretty seismic shift.

electrical/electronic
Cameron Hurst

Chief Investment Officer, Equium Capital Management

Price: $155.900
Owned: Unknown

2017-09-22

BUY
Apple (AAPL-Q)

From a valuation perspective, this is not expensive. Pays a nice dividend of 1.4%. Trading at 15X earnings. The stock ran up into their product announcement, and then pulled back. If you have a longer-term view, you look to buy the stock in this area. It very rarely pulls back substantially. They are coming into a very strong time because of Christmas.

electrical/electronic
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $151.890
Owned: Yes

2017-09-20

TOP PICK
Apple (AAPL-Q)

This keeps you in the eco system, which is extremely profitable for them. The apps and the music side is keeping you in there. The iPhone 8 and iPhone X should be positive heading into the holiday season. Also, it is not trading at an outrageous multiple. Dividend yield of 1.6%. (Analysts’ price target is $180.)

electrical/electronic
Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.

Price: $156.070
Owned: Yes

2017-09-19

STRONG BUY
Apple (AAPL-Q)

(Market Call Minute.) It has moved up a little in terms of market multiple, but we have repatriation out there with the iPhone 8 and iPhone 10. It has a 93% loyalty rate and there are a billion installed devices.

electrical/electronic
Gordon Reid

President, GoodReid Investment Counsel

Price: $158.730
Owned: Unknown

2017-09-12

COMMENT
Apple (AAPL-Q)

Today is the launch of their new Iphone. It is possible there is a two-tiered approach happening. It is a very high price for a new phone, the A8+, and the X, which is new. If you set the price point of X at a higher level, there are a couple of things that can happen by splitting that market and fitting it into 2 pools. There is the classic trade of selling Apple once it reaches the product launch. How do they defend the new product. Maybe they are coming up with a strategy where this is early technology with augmented reality. If they can produce the X version at a very high price point by demonstrating the power of the technologies that they have, but ultimately they are probably going to work out a few kinks, needing more powerful processors to get it humming. They can then get that into a mass model, maybe at a later stage. If they can just show any number of different commercial applications, there is a big addressable market. If they can show that it may maintain the multiple, get the product launched at a more reasonable price point, it is possible they can skate along a pretty thin line.

electrical/electronic
Cameron Hurst

Chief Investment Officer, Equium Capital Management

Price: $160.860
Owned: Unknown

2017-09-12

WATCH
Apple (AAPL-Q)

This stock has really done well. It has been a great performer this year, relative to tech and relative to the market. It’s an easy one to look at and think they’ve got so much going for them. They’ve got the services they are building out and trying to get revenue to $50 billion by 2020, so they are diversifying. Has great momentum. He would be cautious. The multiple is getting pretty full. He would hold it into this product launch and then assess it in a day or 2, and see how they do.

electrical/electronic
Cameron Hurst

Chief Investment Officer, Equium Capital Management

Price: $160.860
Owned: Unknown

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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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