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

2017-09-12

COMMENT
Apple (AAPL-Q)

The iPhone 10 is quite expensive. Carriers in the US and the UK will no longer subsidize the phones, and it is going to be a really hard sell to spend that kind of money. It doesn’t really address the issue of what is happening in China. They’ve been losing unit volume share there. In China, it is a substantial amount of money to pay for even the revamped iPhone 8, let alone the iPhone 10.

electrical/electronic
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $160.860
Owned: Unknown

2017-09-11

HOLD
Apple (AAPL-Q)

In many cases, this has become the iconic product “you have to have”. If you do, then you are paying a whole lot more digital connectivity than you are if you buy the Android. A fabulous company. However, don’t confuse a good company with a good investment. It’s the law of large numbers that are getting in the way of the company going substantially from here, at least until the next product. The opportunity for them to grow significantly for the next 4-5 years, is going to be a struggle. If you want, continue to hold.

electrical/electronic
Darren Sissons

Vice President and Partner, Campbell Lee & Ross

Price: $161.500
Owned: Unknown

2017-09-08

COMMENT
Apple (AAPL-Q)

Virtually every year, they announce new products which usually come out around the beginning of October. Historically, this moves higher prior to the announcement. Seasonality ends after they have made the announcement of new products. In this case, the announcement is going to be coming on September 12th. We are getting very close to the end of the seasonal strength. If you own it, you might want to take some money off the table at around September 12.

electrical/electronic
Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $158.630
Owned: Unknown

2017-09-07

COMMENT
Apple (AAPL-Q)

An amazing world leading company, and even more amazing since Steve Jobs is no longer there. This company meets all his criteria. Great free cash flow and not an overly expensive valuation. However, about half the profits are the iPhone. There is always a risk to that. Does the next product suddenly become the cool thing to own? That would cause this stock to take a big hit. He thinks there is too much risk. It is more of a consumer products company and less of a technology company. Prefers things that have not done very well, but which he thinks will do well.

electrical/electronic
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Wealth Management Inc

Price: $161.260
Owned: No

2017-09-05

BUY
Apple (AAPL-Q)

Any particular FAANG stock you would buy? He would go with this one. It has a below market valuation, trading at about 15.5X earnings. They are on the cusp of releasing the latest edition of their iPhones, which could generate billions of dollars of new sales. They could be a huge beneficiary of tax reform out of Washington, because they have that hoard of cash overseas, which they could repatriate at perhaps a very low cost.

electrical/electronic
David Dietze

Founder, Pres. & Chief Investment Strategist, Point View Wealth Management

Price: $162.080
Owned: Unknown

2017-08-30

WAIT
Apple (AAPL-Q)

September 12 will be the big announcement. As a user, he had been a little soured, but everything is fine now. He is finding the TV experience good, and is looking forward to the new phone. Wait until September 12.

electrical/electronic
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Management

Price: $163.350
Owned: Yes

2017-08-29

HOLD
Apple (AAPL-Q)

A very well-run company. A very strong branded franchise, but not as cheap as it used to be. The question is, are they going to be able to continue to innovate and have people continuing to refresh their iPhones. The risk on a hardware company is that at some point there could be new technology or a new provider with something new and different. Because of this, he always prefers service type businesses. This company is now building up their service business.

electrical/electronic
Colin Stewart

CEO & Portfolio manager, JC Clark Investments Ltd.

Price: $162.910
Owned: Unknown

2017-08-25

HOLD
Apple (AAPL-Q)

hey come out with new products in the September/October timeframe and the stock moves up in anticipation.  Traders tend to sell on news.  We are on the upside and probably okay until they launch their product, then you should take profits.

electrical/electronic
Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $159.860
Owned: Unknown

2017-08-18

WATCH
Apple (AAPL-Q)

It had a positive trend.  The gap is $155 and that was previous resistance.  There is a level of support below the market.  If it breaks below that the next level of support is $140 and then $130 so there is potential downside.  The headlines regarding the upcoming launch are supporting it.  That event is very seasonal in nature.  It should dip, selling on the news, in mid-September.  Then we have to see what the sales are on this new product. 

electrical/electronic
Jon Vialoux

Research Analyst, Timingthemarket.ca & Equityclock.com

Price: $157.500
Owned: Unknown

2017-08-11

HOLD
Apple (AAPL-Q)

The challenge is the law of large numbers. How can you continue to grow at the right component where the market has priced earnings growth moving forward? People talk about the extra cash, but if they could do something about the cash they would have done it. A lot of it is invested in tier 1 bank capital, propping up a lot of the banking system. Until there is a next product, they have to find upgrade cycles.

electrical/electronic
Darren Sissons

Vice President and Partner, Campbell Lee & Ross

Price: $157.480
Owned: Unknown

2017-08-09

PAST TOP PICK
Apple (AAPL-Q)

(A Top Pick Sept 15/16. Up 41.26%.) He still likes this. Not expensive, trading at 15X earnings. It all depends over the next several months on how they execute on their new iPhone. Have lots of cash, so there is a lot of opportunity for them to do capital allocation.

electrical/electronic
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $161.060
Owned: Yes

2017-08-04

TOP PICK
Apple (AAPL-Q)

Thinks this is going to spend its time at this price until the new iPhone comes out. He thinks this goes to $212. Dividend yield of 1.6%. (Analysts price target is $175.)

electrical/electronic
Brian Acker, CA

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

Price: $156.390
Owned: Yes

2017-08-01

BUY
Apple (AAPL-Q)

Reporting after the close tonight, and is either going to be up a bunch or down a bunch. He likes the company and would buy it. The last 2 iPhone cycles have been modest. The next one coming for iPhone 8 is going to be massive. This stock is relatively low priced compared to a lot of the other sexy technology stocks. The outlook for this is just fine. Has a $180 target price.

electrical/electronic
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $150.050
Owned: Yes

2017-08-01

COMMENT
Apple (AAPL-Q)

Just reported and looks like they had a pretty decent quarter. He would caution that on a very long-term perspective, leaders eventually always get toppled. This one probably has a more sustainable handset model than any of the previous leaders. Sales climbed like crazy for many years, but are basically flat lining now. They will be under margin pressure because they’ve filled the market with their high-priced phones, but the broader population in the emerging markets can’t afford an iPhone. He sees Android taking a bigger and bigger market share. He would be cautious.

electrical/electronic
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $150.050
Owned: No

2017-07-17

COMMENT
Apple (AAPL-Q)

What Call Options would you use? The easiest way is to buy the option that is closest to the current price of the underlying stock. It is currently at $149.56, so he would look at a $150 Call. A $150 Call is the option that is considered to be “at the money”, because the Strike price is basically at where the stock price is. The “at the money” options tend to act most like an options contract, so you will get the bang on the upside and the hedge a bit on the downside. It is the most liquid option of the basket that you could look at. If you want to get a little more sophisticated, try and ascertain in your mind what kind of move you think is reasonable for the company based on your forecast for what the iPhone 8 is going to do for the company.

electrical/electronic
Richard Croft

President, R.N. Croft Financial Group Inc.

Price: $149.560
Owned: Unknown

2017-07-11

PAST TOP PICK
Apple (AAPL-Q)

(A Top Pick April 14/16. Up 32.48%.) The stock is on a roll. It just had a nice little correction.

electrical/electronic
Brian Acker, CA

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

Price: $145.530
Owned: Yes

2017-07-11

TOP PICK
Apple (AAPL-Q)

The iPhone 8 is going to be a major upgrade cycle. A lot of people are holding off for this upgrade, as opposed to the iPhone 7. The stock had a nice pullback and they are going to report earnings in 2 weeks, but what really matters is their guidance going forward in September. It closed at $145.06, and he has a model price of $184.61, a 27% upside. Dividend yield of 1.7%. (Analysts’ price target is $164.)

electrical/electronic
Brian Acker, CA

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

Price: $145.530
Owned: Yes

2017-07-07

COMMENT
Apple (AAPL-Q)

This has a product cycle coming up in September. Ahead of that, you are likely to see some kind of pre-positioning. Also, there has been a pretty sharp break, and you have to fill that gap before you can make new headway. It might be time to move on to something else. Healthcare has been pretty good right now. There are a lot of good drivers, but he would be a bit careful.

electrical/electronic
Cameron Hurst

Chief Investment Officer, Equium Capital Management

Price: $144.180
Owned: Unknown

2017-06-30

COMMENT
Apple (AAPL-Q)

Sold his holdings a few weeks ago. June was a pretty volatile month. Expects technology is going to come back to its trend.

electrical/electronic
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $144.020
Owned: No

2017-06-28

COMMENT
Apple (AAPL-Q)

A good example of a growth stock, but also a “value” stock. He looks at valuation, price momentum and volatility, and the stock has it all. It still has really good valuation.

electrical/electronic
Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $145.830
Owned: Yes

2017-06-26

COMMENT
Apple (AAPL-Q)

A stock that, subject to your view of the market and your price parameters, you could own. You know for certain that this company is going to continue to be an innovator in a number of different areas.

electrical/electronic
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $145.820
Owned: No

2017-06-21

HOLD
Apple (AAPL-Q)

People have been saying that the Apple phone is going to fail for as long as he can remember. This has done very, very well for his clients. He has trimmed his holdings 8 times. A 3rd of their market capitalization is in cash. The iPhone 8 is the 10th anniversary of the iPhone. They are putting a lot of money behind R&D, and he thinks there are some good things that are going to come out. There is a 93% loyalty rate amongst Apple buyers.

electrical/electronic
Gordon Reid

President, GoodReid Investment Counsel

Price: $145.870
Owned: Yes

2017-06-19

DON'T BUY
Apple (AAPL-Q)

He owned it on and off over the last couple of years but it had a good run.  What is their next trick?  The question is what’s next and he does not have a good handle on what that is.  They have this huge loyal user base and he thinks there is a huge opportunity with APPs.  They need to be better at capturing services revenue.  He prefers GOOG-Q.  If AAPL-Q pulled back 10-15%, it would be a lot more palatable.

electrical/electronic
Veeral Khatri

Partner and Portfolio Manager, JC Clark

Price: $146.340
Owned: No

2017-06-15

HOLD
Apple (AAPL-Q)

The next iPhone is part of the run up as part of their off shore cash that may be repatriated if Trump comes through.  It would be a one-time boost to the balance sheet.  She would prefer to see more avenues of growth.  Basically phones are just replacement demand.  She is not sold as a growth story.

electrical/electronic
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $144.290
Owned: Unknown

2017-06-14

TOP PICK
Apple (AAPL-Q)

About to go through a huge, huge upgrade cycle. Trading at about 16X forward earnings, which he feels is too low. They continue to be very innovative. The company’s strength is also its weakness. Its biggest weakness right now is Siri and the artificial intelligence. It’s very advanced artificial intelligence, but its ability to learn through machine learning is being retarded by having a closed ecosystem. Dividend yield of 1.7%. (Analysts’ price target is $161.50.)

electrical/electronic
John O'Connell, CFA

Chairman and CEO, Davis Rea

Price: $145.160
Owned: Yes

2017-06-09

DON'T BUY
Apple (AAPL-Q)

He would not be a buyer here. It is right at the top of its range. A lot has been priced into them being able to repatriate cash from overseas if there is tax reform, but as the administration continues to get distracted, he thinks this gets pushed out. He also has questions about their innovation. A lot has been priced into their next version of the iPhone, and they are going to have to sell a lot of iPhones very quickly to justify it. In other areas, they seem to be falling flat.

electrical/electronic
David Dietze

Founder, Pres. & Chief Investment Strategist, Point View Wealth Management

Price: $148.980
Owned: Unknown

2017-06-07

BUY
Apple (AAPL-Q)

The stock is up about 55% or so over the last 52 weeks. We have to accept that this is a different company than what it was. Growth is going to become more challenging, which means it is going to go through periods where the stock doesn’t do much. He really likes their recent move. They are back to innovating. They continue to trap you into their ecosystem every time they come out with a new service or product. The stock is only trading at 17X.

electrical/electronic
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisory, Raymond James

Price: $155.370
Owned: Yes

2017-06-05

BUY
Apple (AAPL-Q)

AAPL-Q vs. GOOGL-Q vs. AMZN-Q.  He likes these two as well as AMZN-Q.  You could make a case for all three.  He owns all three.  These guys are changing the world.  AAPL has not had an announcement for a while, but will have announcements in the next year.  They could pull back a bit, but he would own all three.

electrical/electronic
Matthew McCall

President, Penn Financial Group

Price: $153.930
Owned: Unknown

2017-06-02

PAST TOP PICK
Apple (AAPL-Q)

(A Top Pick March 9/16. Up 56%.) Closed at $153.18, and his model price is $182.71, a 20% upside. A year from now, he is expecting it to be $198, a 30% upside.

electrical/electronic
Brian Acker, CA

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

Price: $155.450
Owned: Yes

2017-05-30

COMMENT
Apple (AAPL-Q)

This has confounded him for this last year. The Apple ecosystem is phenomenally strong, but found it interesting in the last quarter that Chinese sales are actually declining in their ecosystem. His photos are confusing, he can’t find them, and sometimes they’re on somebody else’s phone. He is in a real neutral position right now.

electrical/electronic
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Management

Price: $153.670
Owned: No

2017-05-29

BUY
Apple (AAPL-Q)

The stock has been doing quite well even though their revenues are only growing at single digits.  They have always traded at a low multiple because of a narrow product line.  In the last quarter they said 20% of their profits are from Apple app store, Apple music and Apple iCloud, which are all high margin.  They think it can double in the next three years.  That would justify a higher multiple that you are seeing now.

electrical/electronic
Teal Linde

Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report

Price: $153.610
Owned: Unknown

2017-05-19

COMMENT
Apple (AAPL-Q)

He still likes this despite its run up. It has a 4% position in the S&P 500 and is up 25%, and probably a 15% position in the NASDAQ. Has been a major driver of indices and performance year-to-date. The story is still attractive. You are getting the 10th anniversary of the iPhone in September, which should be a blockbuster product. By this time next year, with the new iPhone coming out, it has very low hurdle rates to jump over. Also, starting to ramp up their services business, which is very important for future growth. If and when Trump and the Republicans are able to pass through tax reform, this company has $250 billion of cash, whereby 95% of that is sitting overseas. If they were able to repatriate that cash and give it to shareholders, that would be a good thing.

electrical/electronic
John Petrides

Managing Dir. & Portfolio Manager, Point View Wealth Management

Price: $153.060
Owned: Unknown

2017-05-18

DON'T BUY
Apple (AAPL-Q)

Not as bullish on this company as most people. They are so big, and it is hard for them to continue to get a good return on invested capital. Pretty much a one product company. All these things make him a little nervous. Also, it is not super cheap.

electrical/electronic
Matt Kacur

President, FSA Financial Science and Art

Price: $152.540
Owned: Unknown

2017-05-17

WAIT
Apple (AAPL-Q)

You are looking at a product cycle, so the next iPhone iteration will be in September. The stock has had a great run. Statistically, there is a meaningful difference in the performance of the stock leading up to the release of a new product, and the 3 months following. A lot of the money has already been made on this.

electrical/electronic
Cameron Hurst

Chief Investment Officer, Equium Capital Management

Price: $150.250
Owned: Unknown

2017-05-16

COMMENT
Apple (AAPL-Q)

This company is doing everything right. He doesn’t own this, because 60% of earnings is because of the iPhone. If someone else comes out with a better mouse trap, it will have an impact. The valuation is not stretched.

electrical/electronic
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Wealth Management Inc

Price: $155.470
Owned: No

2017-05-10

COMMENT
Apple (AAPL-Q)

This breached $800 billion in market cap making it the largest stock ever. He likes to think he can buy a stock that will double his money in 5 years, and he can’t imagine this one will double in size in the next 5 years. Has a hard time getting excited about this.

electrical/electronic
John Burke

CEO & CIO, Burke Financial Strategies

Price: $153.260
Owned: Yes

2017-05-08

HOLD
Apple (AAPL-Q)

This just hit an all-time high. Technically, you have to love this. Strong upward trend and outperforming the market. On a seasonal basis, it tends to move higher this time of year in anticipation of the September launches they always have. However, it does take a pause in May, June and early July. It doesn’t go down, it just kind of sits there for a while.

electrical/electronic
Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $153.010
Owned: Unknown

2017-05-01

COMMENT
Apple (AAPL-Q)

An inexpensive technology stock. Wishes they would pay more of a dividend, simply because they have so much cash. The trouble is, a lot of earnings come from one product. That product can continue to grow, and is a very high margin product for them. Their service area is growing as well. Have a lot of cash, and they buy back a lot of shares. There is a good upgrade cycle on the phone. Their services business is additive, but not great. If they were allowed to bring their overseas cash back to the US, that would substantially help them out because they could buy back more of their shares.

electrical/electronic
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $146.580
Owned: Yes

2017-04-27

BUY on WEAKNESS
Apple (AAPL-Q)

A myriad of multinational companies with off shore cash would be huge beneficiaries of the opportunity to repatriate cash.  He does not view Apple as a tech company, but as a consumer discretionary company.  This is one of highest weights on the NASDAQ.  There is probably room for continued dividend growth.  It would be a beneficiary of more relaxed regulatory action in the US.

electrical/electronic
Mohsin Bashir

VP Investments, Stone Asset Management

Price: $143.790
Owned: Unknown

2017-04-27

COMMENT
Apple (AAPL-Q)

Loves this company. Has always been a big believer in the services side and was never too concerned about the fancy phone releases. The services side is going to be the real driver. Longer-term, we are probably looking at a $50 billion a year revenue line, just from the services side.

electrical/electronic
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Management

Price: $143.790
Owned: Unknown

2017-04-20

PAST TOP PICK
Apple (AAPL-Q)

(A Top Pick Dec 23/16. Up 23%.) This has been a great buy. Has reduced his holdings, because the catalysts he was looking for hasn’t happened yet. Two of them were related tax reforms, particularly the possible repeat duration of offshore funds. He is also hearing of delays of iPhone 8. He still likes this. Still at a reasonable valuation.

electrical/electronic
Lorne Zeiler

Portfolio Manager & Wealth Advisor, TriDelta Financial

Price: $142.440
Owned: Yes

2017-04-19

COMMENT
Apple (AAPL-Q)

Has a target price of about $168. The dividend will go up. Their new product seems to be taking hold. This is not expensive, trading at about 15X.

electrical/electronic
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $140.680
Owned: Yes

2017-04-17

WAIT
Apple (AAPL-Q)

The valuation is not expensive.  He loves it from that perspective.  The Samsung 8 is getting great reviews and that is putting pressure on AAPL-Q.  In a correction it could come back to $120 and would be more attractive there.  Wait for the next iPhone to come out.

electrical/electronic
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $141.830
Owned: Unknown

2017-04-13

PAST TOP PICK
Apple (AAPL-Q)

(A Top Pick, May 5/16. Up 54%.) Had felt this was very cheap on a valuation basis. Trading at almost 10X earnings and has a great dividend yield. Still a very cheap tech stock.

electrical/electronic
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $141.050
Owned: Yes

2017-04-12

PAST TOP PICK
Apple (AAPL-Q)

(A Top Pick May 3/16. Up 52%.) Feels the upgrade cycle is going to be a big cycle. They are building their service business really well. Trading at reasonable valuations. It is a big, big weight in the index, and there is a lot of money going into index funds, which is a positive. A very, very innovative company.

electrical/electronic
John O'Connell, CFA

Chairman and CEO, Davis Rea

Price: $141.800
Owned: Yes

2017-03-21

BUY on WEAKNESS
Apple (AAPL-Q)

This has been in the middle of a great run. The tendency is for this to run up into a large product cycle, which is coming via the new iPhone. In the short term, it is probably a little overbought. He likes the Tech space as a whole. This company continues to dominate with its products. Would prefer to see it pull back to their moving average of $132-$135.

electrical/electronic
David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $139.840
Owned: Yes

2017-03-16

COMMENT
Apple (AAPL-Q)

Apple (AAPL-Q) or Alphabet (GOOGL-Q)? He owns both, and both are great holdings. The amazing thing about this one is that they have about 1 billion basically captive users of their products. What makes that even more impressive is that there is a 93% loyalty rate. They produce a ton of cash. A 3rd of their market cap is in cash. Trading well below the market multiple. A great core holding for any portfolio.

electrical/electronic
Gordon Reid

President, GoodReid Investment Counsel

Price: $140.690
Owned: Yes

2017-03-14

TOP PICK
Apple (AAPL-Q)

Although the stock has gone up considerably over 3-4 years, it is still not expensive, because the earnings growth has been there. Where can you buy a company that is trading at 15-16 times with the amount of cash on hand and this kind of a balance sheet. Dividend yield of 1.6%.  (Analysts’ price target is $145.)

electrical/electronic
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisory, Raymond James

Price: $138.990
Owned: Yes

2017-03-13

COMMENT
Apple (AAPL-Q)

Companies go through cycles, and this one is on the downside of a cycle. ROC peaked in 2012, and ROC has been going down since that time. It is still at 15%, which is very respectable. Many companies would kill to have a 15% ROC. Valuation is OK, but doesn’t jump out as being super cheap. There are alternatives that you should be in. He would prefer something like Microsoft (MSFT-Q), Amazon (AMZN-Q), Facebook (FB-Q) or Google (GOOGL-Q). You aren’t going to get killed in this, but when there are alternatives that look so much more exciting, he would go with those.

electrical/electronic
Matt Kacur

President, FSA Financial Science and Art

Price: $139.200
Owned: Unknown

2017-03-07

COMMENT
Apple (AAPL-Q)

An excellent company and the street thinks so as well. The Bear case on this is that 60% of its earnings is the iPhone, and what are they going to do next that is a real mover. The whole ecosystem is so powerful that if you own one Apple product, you own a bunch of them.

electrical/electronic
John Stephenson

President & CEO, Stephenson & Company Capital Management

Price: $139.520
Owned: Unknown

2017-03-01

HOLD
Apple (AAPL-Q)

Partial Sell to buy Facebook (FB-Q)? He hasn’t done a lot of research on Facebook, so can’t give an opinion, but the valuation is not extreme and it is generating gobs of cash. However, Apple is cheaper and is doing great things.

electrical/electronic
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Management

Price: $139.790
Owned: No

2017-02-27

COMMENT
Apple (AAPL-Q)

This was a great win for him for 8-9 years. Has been out of the name for about 2 years. He has always been a big believer in their eco-system, but is really confused by why they haven’t bought some of their competition.

electrical/electronic
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Management

Price: $136.930
Owned: No

2017-02-21

SELL
Apple (AAPL-Q)

(Market Call Minute.) A great company, but it is coming up to an unsustainable earnings level and their margins are going to be under pressure in the future.

electrical/electronic
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $136.700
Owned: Unknown

2017-02-17

HOLD
Apple (AAPL-Q)

(Market Call Minute) It has done well, but don’t chase it.

electrical/electronic
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $135.720
Owned: Unknown

2017-02-16

PAST TOP PICK
Apple (AAPL-Q)

(Top Pick Jan 5/16, Up 35.29%) He still likes the stock.  If you take out all the cash they are trading at 9 or 10 times earnings.

electrical/electronic
David Baskin

President, Baskin Wealth Management

Price: $135.345
Owned: Yes

2017-02-15

COMMENT
Apple (AAPL-Q)

Apple (AAPL-Q) or Alphabet (GOOGL-Q)? He owns both, although he has a bigger position in Google and thinks of it as a better business.

electrical/electronic
Colin Stewart

CEO & Portfolio manager, JC Clark Investments Ltd.

Price: $135.510
Owned: Yes

2017-02-09

HOLD
Apple (AAPL-Q)

He likes this. Over the last 4-5 months, iPhone 7 was not as bad as he had expected, and also the services side of the business is growing faster than he had thought it would. Also, that is in the context of a not very robust economy. Looking at the product cycle coming, some of the big improvements they’ve made in their laptop and the Mac business and its low valuation, he covered his Short position and is now Long.

electrical/electronic
Jim McGovern

CEO, Arrow Capital Management

Price: $132.420
Owned: Yes

2017-02-08

COMMENT
Apple (AAPL-Q)

A number of analysts have said that this has had its day, it’s a hardware company and the innovation is done. Samsung was always a hardware competitor, and their problems is a great tailwind for this company. They have the tech right and the cameras are fantastic. People are more and more comfortable with the phones. It is becoming more of an integrated device with the watch. Conceptually he likes where the company is going. Technically, it looks phenomenal. Because of earnings, it has just broken up to resistance level, consolidating nicely and is ready to kick higher. He likes it.

electrical/electronic
Cameron Hurst

Chief Investment Officer, Equium Capital Management

Price: $132.040
Owned: Unknown

2017-02-06

SELL
Apple (AAPL-Q)

He does not like where it is.  We are against all time highs.  It could break out, but there is definitely resistance here.  You could write a put option and get paid about 5% yield over the next year.  If it drops 20% then you will have to buy it and that is fine.  This is how he would play AAPL-Q.  If the option expires, then just do it again.

electrical/electronic
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $130.290
Owned: No

2017-02-06

PAST TOP PICK
Apple (AAPL-Q)

(Top Pick Feb 4/16, Up 37.06%) Great earnings.  The most profitable product ever invented.  They keep delivering.  Model price is $153.52, which is a 19% upside.  We will eventually get to EBV+6 and then to his model price and then he would sell.  This is a value stock, but it is losing its valuation differential.

electrical/electronic
Brian Acker, CA

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

Price: $130.290
Owned: Yes

2017-02-06

COMMENT
Apple (AAPL-Q)

This has been pretty volatile. It started moving into a bearish pattern from its peak in 2015. It tried to base in 2016 and break out. It looks like the breakout is the real McCoy. It is going to have some technical resistance at around $135. Technically, the breakout is positive. However, there is some resistance coming up from the old highs. He would give it a 5 out of 10.

electrical/electronic
Keith Richards

Portfolio Manager, ValueTrend Wealth Management

Price: $130.290
Owned: Unknown

2017-01-31

COMMENT
Apple (AAPL-Q)

When looking at companies, he wants to make sure they have good visibility of cash flow. This company is more of a hardware company now, with a vast majority of its operating process coming from one product. Over time, this will evolve and service revenues will increase, which will hopefully mitigate some of the volatility and revenue stream, and allow them to branch out to other products. Valuation is compelling and they have a lot of cash, and could be one of the companies that benefits from the repatriation of corporate profits. He is concerned about the technology or hardware risks.

electrical/electronic
Andy Nasr

VP & Investment Strategist, Sentry Investments

Price: $121.350
Owned: No

2017-01-30

TOP PICK
Apple (AAPL-Q)

There were reports last year about downgrades but now they are reporting their Q4 tomorrow.  iPhone sales were actually pretty strong.  The first half of this year may be more challenging.  People are already talking about the iPhone 8 coming out in September.  It is a good entry point.  Apple tends to deliver after any disappointing report.  (Analysts' target: $135.50).

electrical/electronic
Erin Gibbs

V.P., S&P Global Market Intelligence

Price: $121.630
Owned: Unknown

2017-01-26

PAST TOP PICK
Apple (AAPL-Q)

(Top Pick Jan 21/16, Up 29.11%) You just have to know a few facts about it to be comfortable.  One is that a third of their capitalization is in cash.  They can now bring that back to the US.    They have about a billion devices out there and a 93% loyalty rate.  They are trading at a modest valuation. 

electrical/electronic
Gordon Reid

President, GoodReid Investment Counsel

Price: $121.940
Owned: Yes

2017-01-24

PAST TOP PICK
Apple (AAPL-Q)

(A Top Pick Jan 27/16. Up 31.34%.) When he picked it, it was an opportune time. The company had just sold off following a 1st quarter report. A great company and a great product, but still a silly low valuation.

electrical/electronic
Don Lato

President, Padlock Investment Management

Price: $119.970
Owned: Yes

2017-01-19

PAST TOP PICK
Apple (AAPL-Q)

(A Top Pick Feb 10/16. Up 29.19%.) Going into the watch release, he sold half his position. Has been reducing his position, as he feels they may be falling a little behind. Feels that the closed Eco system is potentially becoming a bit of a hindrance for future growth. They seem to be falling behind in artificial intelligence softwares. You don’t need to panic, but he wants to see them start executing on new innovations. The one missing link is their AI capability, where they are falling behind.

electrical/electronic
John O'Connell, CFA

Chairman and CEO, Davis Rea

Price: $119.780
Owned: Yes

2017-01-17

DON'T BUY
Apple (AAPL-Q)

She likes companies that don’t sell to consumers.  It is a tough industry.  She watches Apple from the sidelines.

electrical/electronic
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment Management

Price: $120.000
Owned: No

2017-01-11

COMMENT
Apple (AAPL-Q)

The PE multiple is low at about 10 or 11 times. Not a lot of growth and clarity, because the iPhone’s market penetration has probably been saturated. They are coming out with a new phone later this year, which is supposed to be quite a new design compared to the prior ones. They have a lot of cash sitting overseas, so if Trump is successful in reducing the repatriation tax from 35% to 10%, this company will be a natural beneficiary. Then the question is, what do they do with that money.

electrical/electronic
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $119.750
Owned: No

2017-01-05

PAST TOP PICK
Apple (AAPL-Q)

(Top Pick Feb 4/16, Up 22.22%) His model price is $146.42, a 26% increase.  Apple will benefit due to repatriation of earnings.  Earning season starts next week.

electrical/electronic
Brian Acker, CA

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

Price: $116.610
Owned: Yes

2016-12-30

COMMENT
Apple (AAPL-Q)

On a 3-year chart, the stock declined and is currently in a bit of a base. A base is where you start to see the highs reach a similar inflection point. It appears this is breaking out. This looks reasonably bullish as long as it can stay above the breakout point of around $110. His target would be into the high $130, and from there you would have to see where it goes. A reasonably constructive looking chart.

electrical/electronic
Keith Richards

Portfolio Manager, ValueTrend Wealth Management

Price: $115.820
Owned: Unknown

2016-12-28

COMMENT
Apple (AAPL-Q)

Feels this is yesterday’s stock, and he prefers owning tomorrow’s stocks. Since Steve Jobs died, innovation is not what it used to be. It is more in upgrading rather than new products, other than the watch. He is not a fan.

electrical/electronic
Norman Levine

Managing Director, Portfolio Management Corp

Price: $116.760
Owned: No

2016-12-23

PAST TOP PICK
Apple (AAPL-Q)

(A Top Pick Dec 7/15. Down 1.83%.) He believes in the IOS operating system, and thinks this is going to move more towards a software company over time. It will get a higher valuation. It won’t be selling 50 million iPhones a quarter, and there might be some margin pressures, but meanwhile it is trading at 11X forward earnings, probably 9X net of all the cash on the balance sheet. This has huge, huge value in it.

electrical/electronic
John Zechner

Chairman, J. Zechner & Assoc

Price: $116.520
Owned: Yes

2016-12-23

TOP PICK
Apple (AAPL-Q)

He sees catalysts in this. They have what is called a “refresh” or “repurchase” program with the iPhone. The iPhone 8 is going to be hitting right at that point and grabbing market share, and you are going to have people switching devices. That will bring a new revenue source for them. People have been concerned about declining iPhone sales, and he thinks they will increase in 2017. Repatriation would be massive for this company. They have over $150 billion sitting offshore. The expectation is that if it actually does happen, they are probably going to bring about $100 billion back, which could go into special dividends, dividend increases and share buybacks. Also, they have been significantly increasing the revenue for services. Dividend yield of 1.97%. (Analysts’ price target is $131.65.)

electrical/electronic
Lorne Zeiler

Portfolio Manager & Wealth Advisor, TriDelta Financial

Price: $116.520
Owned: Yes

2016-12-20

BUY
Apple (AAPL-Q)

(Market Call Minute.) Very attractively priced.

electrical/electronic
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Management

Price: $116.950
Owned: Unknown

2016-12-13

COMMENT
Apple (AAPL-Q)

This has suffered a little. It was in a downtrend from early 2015, and has now broken that, and there is now starting to be a little bit of a pickup. Currently we are in the technology period, where technology can do well. This looks like it is in a fairly good position right now.

electrical/electronic
Brooke Thackray

President, Jov Investment Management

Price: $115.190
Owned: Unknown

2016-12-12

COMMENT
Apple (AAPL-Q)

He likes this. The biggest challenge for the street is that many look at this company and expect it to look, feel and behave like it did 5-7 years ago. It is simply not the same. The business today is much larger and less nimble than it was 7-8 years ago. It is a much more mature business, a business that has much larger market share in many of the areas that it had where it had very little to zero market share about 10 years ago. Feels they need to beef up their dividend. It has a reasonable dividend of about 2%, but not enough to make investors and analysts look at it as a more mature business.

electrical/electronic
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisory, Raymond James

Price: $113.300
Owned: Yes

2016-12-08

COMMENT
Apple (AAPL-Q)

They’ve done very well over the last 10 years, and the question is, where do they go from here. Do they go into new areas that they haven’t been into? He thinks they’ve been trying, but so far haven’t found the next leg for their growth. Has a good balance sheet and continues to buy back stocks and increase dividends. He wouldn’t expect big things, but they are probably going to do well until they find the next leg of growth.

electrical/electronic
Jim Huang

President, T.I.P. Wealth Management

Price: $112.120
Owned: Unknown

2016-12-07

COMMENT
Apple (AAPL-Q)

When this was in the low $90, he bought a small position. He is willing to own this until the next phone launch, which is next fall. The problem is, Mr. Cook is not an innovator, and the best of this company’s days are behind it. It can probably get up to $130-$135. He does not plan to hold the stock after 2017.

electrical/electronic
James Thorne

Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment Management

Price: $111.030
Owned: Yes

2016-12-06

PAST TOP PICK
Apple (AAPL-Q)

(A Top Pick Dec 8/15. Down 5.17%.) His model price is $141.30, a 30% upside. Thinks this is just going to mosey about. Expects it will trade back to $94.50. This is going to be a beneficiary of higher valuations and higher stock prices as the US$ goes up.

electrical/electronic
Brian Acker, CA

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

Price: $109.950
Owned: Yes

2016-12-05

COMMENT
Apple (AAPL-Q)

The medium term concern is that they have to make a transition to making money from not just one device.  They will face margin compression.  The stock is not expensive.  They have a rock solid balance sheet.

electrical/electronic
Stephen Groff

Principal & Portfolio Manager, Cambridge Global Asset Management

Price: $109.110
Owned: Yes

2016-11-30

COMMENT
Apple (AAPL-Q)

Holding 10% in a portfolio. Cash out? 10% is pushing it in terms of concentration. He would prefer about half of that in a 20-stock portfolio, and would recommend taking a little off the table.

electrical/electronic
Gordon Reid

President, GoodReid Investment Counsel

Price: $110.520
Owned: Unknown

2016-11-29

COMMENT
Apple (AAPL-Q)

A cheap stock. It is a great company, because it has lots of cash, a great installed base, and continues to come out with new forms. Their Cloud and services business will continue to grow. You are not paying a lot for this.  Expects they will continue to increase the dividend. A little bit of an issue is with Trump wanting manufacturing to be done in the US, so phones will cost a lot more. Trading at 12X forward earnings with a dividend of 2%.

electrical/electronic
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $111.460
Owned: Yes

2016-11-29

COMMENT
Apple (AAPL-Q)

Likes this at the current valuation. He had been a bear on it ever since the watch came out. Apple has been given 2 gifts. Samsung Galaxy 7 was a really strong product, and would have been tough competition for iPhone 7, an evolutionary, not revolutionary product for Apple. When Samsung’s phones started catching fire, that was it for them. The 2nd gift was president elect Trump. If he is able to open up a tax holiday, where companies can repatriate their offshore cash, that is going to be a home run for this company. They have $236 billion in cash, with about 90% of it held offshore. 2017 will be the 10th anniversary that the initial iPhone was produced, so expect a huge product from this company at that time.

electrical/electronic
John Petrides

Managing Dir. & Portfolio Manager, Point View Wealth Management

Price: $111.460
Owned: Unknown

2016-11-28

HOLD
Apple (AAPL-Q)

(Market Call Minute.) One of those value tech companies. It is hard to see where the growth comes from.

electrical/electronic
John Stephenson

President & CEO, Stephenson & Company Capital Management

Price: $111.570
Owned: Unknown

2016-11-25

COMMENT
Apple (AAPL-Q)

Technology in general tends to do well from October through to January. There are some technical concerns on this. Even though we are in the period of seasonal strength for technology, this really hasn’t benefited with the other economically sensitive names, post the Trump election rally. There was a trend break, and it is starting to curl over again at about the 50-day moving average. The market is telling you that that intermediate level of resistance is going to hold, and could potentially turn lower.

electrical/electronic
Jon Vialoux

Research Analyst, Timingthemarket.ca & Equityclock.com

Price: $111.790
Owned: Unknown

2016-11-22

COMMENT
Apple (AAPL-Q)

Not a fan right now. They peaked their ROC in 2012, which was 30%. With the trailing 4 quarters, the ROC is 15%, so the ROC has been cut in half. In fairness to them, they have a lot of cash on their balance sheet that they don’t know what to do with, and he would like them to dividend that back out. The cycle for smart phones is probably getting old. He would prefer other places to put your money.

electrical/electronic
Matt Kacur

President, FSA Financial Science and Art

Price: $111.800
Owned: Unknown

2016-11-21

HOLD
Apple (AAPL-Q)

The iPhone is now in a much more mature state but will grow their earnings into the next year.  The effect of the election is not known at this time.  $220 of $240 Billion dollars of their cash reserves are in Ireland.  If there was a tax holiday on repatriated earnings it would be positive for Apple.  He thinks it will grow this year but feels you need clarity in the policies of the government before you see a big lift in it.

electrical/electronic
Bruce Tatters

Founding Partner and CIO, Triumph Asset Management

Price: $111.730
Owned: Yes

2016-11-16

PAST TOP PICK
Apple (AAPL-Q)

(A Top Pick Nov 3/15. Down 7.87%.) Last quarter was good. He is a big believer in the IOS system. The multiples are ridiculously cheap.

electrical/electronic
John Zechner

Chairman, J. Zechner & Assoc

Price: $109.990
Owned: Yes

2016-11-15

HOLD
Apple (AAPL-Q)

Market Call Minute.

electrical/electronic
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $107.110
Owned: Unknown

2016-11-15

COMMENT
Apple (AAPL-Q)

His office is divided on this. He is not a big fan, but his staff seems to like it better. He wonders if Apple can maintain the huge profit margins that they have. This is expensive, not from the point of view of the P/E ratio, but from the point of view of huge profit margins. It has been very unusual for companies like this to charge such high prices relative to their competitors for electronic goods. His concern is that they won’t be able to keep doing that for too much longer, in which case the stock would not do very well. It is a really tough stock to call, and he would rather invest in different ideas.

electrical/electronic
John Burke

CEO & CIO, Burke Financial Strategies

Price: $107.110
Owned: No

2016-11-14

COMMENT
Apple (AAPL-Q)

The Trump victory throws things wide open, because if they get to repatriate some of their overseas capital, that could give them the opportunity to allocate cash to shareholders. Not a big fan as he thinks they have already hit their plateau, and their innovation is just one iPhone after another.

electrical/electronic
David Driscoll

President & CEO, Liberty International Investment Management Inc

Price: $105.710
Owned: No

2016-11-11

COMMENT
Apple (AAPL-Q)

Don’t confuse a good company with a good investment. We are at the point in the Apple lifecycle where we need the next product, because the next product is going to move the needle. It has to be something that we haven’t seen. This is starting to get to the point where he would say it is time to Sell.

electrical/electronic
Darren Sissons

Vice President and Partner, Campbell Lee & Ross

Price: $108.430
Owned: Unknown

2016-11-09

BUY
Apple (AAPL-Q)

A very interesting purchase here. We are probably getting close to the end of the iPhone product cycle, and expects that they will be going through a transition. They announced they are going to focus on services, which is a little bit of content. At the current valuation, it is an attractive Buy, and there is potential to see some nice upside here.

electrical/electronic
Liz Miller

President, Summit Place Financial Advisors

Price: $110.880
Owned: Yes

2016-11-08

COMMENT
Apple (AAPL-Q)

A “yesterday” stock. To him, the creativity died when Steve Jobs died. There were some products that came out that were already in the pipeline, but since then it has just been “me too”, add on, etc. It is becoming more of a software company than a hardware company. It is really dependent on iPhones and the phone hardware business has been a graveyard for lots of companies.

electrical/electronic
Norman Levine

Managing Director, Portfolio Management Corp

Price: $111.060
Owned: No

2016-11-08

COMMENT
Apple (AAPL-Q)

Got out of this at the beginning of the year. It has gone up, down, up, down, and back to below where he had sold it. Feels this has moved from a very exciting trending name. The bloom is a little off the name now, so he has deployed money elsewhere. The ecosystem is really important to this name now, and it is less of a hardware story. Of all their products, he finds that the Apple TV is getting really interesting, which could be a real surprise for a lot of people.

electrical/electronic
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Management

Price: $111.060
Owned: No

2016-11-07

HOLD
Apple (AAPL-Q)

A classic technology stock and does very well, normally from the middle of October through until the 2nd week in January. The chart shows this is currently coming close to the previous trading range, where we can expect the stock to continue to move higher. Technicals are positive, the stock is slightly outperforming the market and the trend is on the upside. Stick with this until the middle of January, at the time when companies love to announce new products.

electrical/electronic
Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $110.410
Owned: Unknown

2016-11-03

BUY
Apple (AAPL-Q)

This stock may have been left for dead and then all the issues with the Samsung note happened and all of a sudden, this was the only latest generation notebook you could buy.  Apple scores in the top 25% for price momentum, top 20% for valuation, a huge 36% ROE, and reasonable at a 13 times PE.  It is growing at a multiple that is less than the market.  You are in the transition from growth to value stock.

electrical/electronic
Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $109.830
Owned: Unknown

2016-11-01

BUY
Apple (AAPL-Q)

This has been a teeter totter ride. They have lots of cash on hand. He is expecting them to announce a dividend increase, and potentially a one-time special dividend. The service’s side of the iTunes-I store business is generating enough revenue to becoming a Fortune 500 company all on its own. Don’t expect this to grow as much is it has in the past. Looking at its valuation, the dividend it pays, the cash it has, it is very difficult to find companies of that quality with that kind of cash and balance sheet, and trading at that multiple.

electrical/electronic
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisory, Raymond James

Price: $111.490
Owned: Yes

2016-10-25

BUY
Apple (AAPL-Q)

(Market Call Minute.) Service revenue is growing at 27%. It is not about the iPhone 10, which is coming out next year, but that is going to be a big deal.

electrical/electronic
John O'Connell, CFA

Chairman and CEO, Davis Rea

Price: $118.250
Owned: Unknown

2016-10-20

HOLD
Apple (AAPL-Q)

Got stopped at around $116. They are going to benefit from Samsung’s problems, which has provided a lift on the stock recently. He is nervous about how you move the needle for a $500 billion+ company. That kind of market cap really requires them to keep innovating on and on. He would prefer to wait on the sidelines to see what else they can come out with.

electrical/electronic
Jason Del Vicario

Portfolio Manager, HollisWealth

Price: $117.060
Owned: No

2016-10-19

COMMENT
Apple (AAPL-Q)

The biggest company in terms of market cap. You get a 1.9% yield. The real questions being asked is “what have you done for me lately” and “what are you going to do for me now”. This has been a wonderful, wonderful start. This is probably not going to do any more than go in line with the market going forward.

electrical/electronic
Gavin Graham

Trustee, Pointbreak ETFs

Price: $117.120
Owned: Unknown

2016-10-18

BUY
Apple (AAPL-Q)

The services revenue should command more credit.  They have the resources to be able to expand into other areas and they are smart to go into other areas.  The bar was quite low with the iPhone 7.  They have two Trillion dollars to repatriate from off shore.  This will be good for Apple.  There are a whole host of opportunities for them in the future.

electrical/electronic
Gordon Reid

President, GoodReid Investment Counsel

Price: $117.470
Owned: Unknown

2016-10-14

DON'T BUY
Apple (AAPL-Q)

On an emotional level, this company is absolutely amazing. It has also shown itself to have great quality control. However, it is ultimately a hardware company, and hardware companies eventually see their multiples shrink and contract. Right now operating margins are amazing in the +20% range. There are probably other companies out there you should own. You are looking in the rear-view mirror buying this at $118.

electrical/electronic
Hilary Kramer

Editor in Chief, GameChangerStocks.com

Price: $117.630
Owned: Unknown

2016-10-14

BUY
Apple (AAPL-Q)

In the last couple of days this has just broken to a new recent high. Technicals are positive and the stock is outperforming the market. It has positive momentum and relative strength is positive. Seasonally, this does very well from the middle of October right through until the 1st week in January.

electrical/electronic
Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $117.630
Owned: Unknown

2016-10-13

COMMENT
Apple (AAPL-Q)

Has been bullish on this for a long time. When it got down under $100, he was saying it was worth $140. It has come halfway back from under $100 to about $117, so there is still upside. This has had 130 billion downloads from the App Store, that is 20 for every human adult that is on earth.

electrical/electronic
David Baskin

President, Baskin Wealth Management

Price: $116.980
Owned: Unknown

Showing 1 to 120 of 816 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.