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

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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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