NASDAQ:AAPL

268.59
2.18 (0.81%)
Apple Inc. is an American multinational technology company headquartered in Cupertino, California, that designs, develops, and sells consumer electronics, computer software, and online services.
More at Wikipedia

Analysis and Opinions about AAPL-Q

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

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

Apple (AAPL-Q)
November 22, 2019

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

John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$261.780
Owned
Yes
BUY
BUY
November 19, 2019
The iPhone 11 is a smashing success and the stock is up 70%. The market under-priced it. It should now trade at a Microsoft-like multiple.
Apple (AAPL-Q)
November 19, 2019
The iPhone 11 is a smashing success and the stock is up 70%. The market under-priced it. It should now trade at a Microsoft-like multiple.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$266.850
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
November 15, 2019
(A Top Pick Nov 30/18, Up 51%) He couldn’t understand why people were down on the company. It has tremendous cash in the bank, and he would like to see them acquire more AI companies. The multiple is reasonable. He still thinks its a reasonable company to own.
Apple (AAPL-Q)
November 15, 2019
(A Top Pick Nov 30/18, Up 51%) He couldn’t understand why people were down on the company. It has tremendous cash in the bank, and he would like to see them acquire more AI companies. The multiple is reasonable. He still thinks its a reasonable company to own.
David Cockfield
Managing Director, Northland Wealth Management
Price
$265.760
Owned
Yes
COMMENT
COMMENT
November 13, 2019
AMD vs Apple vs Canadian Tech? His price target for AMD is $41.50 -- pretty close to full value right now. Apple will continue to melt up and you should be able to price it cheaper than today. He has a price target of $265. A Canadian stock like CGI would be good.
Apple (AAPL-Q)
November 13, 2019
AMD vs Apple vs Canadian Tech? His price target for AMD is $41.50 -- pretty close to full value right now. Apple will continue to melt up and you should be able to price it cheaper than today. He has a price target of $265. A Canadian stock like CGI would be good.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$262.760
Owned
_N/A
PAST TOP PICK
PAST TOP PICK
November 12, 2019
(A Top Pick Apr 15/19, Up 33%) The Chinese are keen on brands, and Apple is superb with branding. He hung onto it, not selling as it rose. Apple's vast cash is a hedge if there's any downturn.
Apple (AAPL-Q)
November 12, 2019
(A Top Pick Apr 15/19, Up 33%) The Chinese are keen on brands, and Apple is superb with branding. He hung onto it, not selling as it rose. Apple's vast cash is a hedge if there's any downturn.
Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$261.960
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 7, 2019
(A Top Pick Nov 20/18, Up 49%) Still likes it. Trading in a nice range. Transitioning from hardware to services. Overhang is dependence on iPhone, but they are growing services side.
Apple (AAPL-Q)
November 7, 2019
(A Top Pick Nov 20/18, Up 49%) Still likes it. Trading in a nice range. Transitioning from hardware to services. Overhang is dependence on iPhone, but they are growing services side.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$259.430
Owned
Yes
TOP PICK
TOP PICK
November 7, 2019
New products. Incremental price tweaks are beneficial. Yield is 1.19%. (Analysts’ price target is $253.41)
Apple (AAPL-Q)
November 7, 2019
New products. Incremental price tweaks are beneficial. Yield is 1.19%. (Analysts’ price target is $253.41)
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$259.430
Owned
Yes
BUY
BUY
November 5, 2019
Environmentally friendly? Yes, they are. They buy carbon credits. Apple issued a billion-dollar green bond to finance their renewable energy projects. Also, they have their next-gen robot, Daisy, that disassembles their old phones. Their biggest issue is with Chinese manufacturers who don't treat their employees well, which is a red flag in ESG. That said, he would feel comfortable owning Apple. Apple scores in the 99th percentile for environmental, very high. He's pleased to see them being ESG leaders. They have massive reputational risk, so they need to keep their scores high.
Apple (AAPL-Q)
November 5, 2019
Environmentally friendly? Yes, they are. They buy carbon credits. Apple issued a billion-dollar green bond to finance their renewable energy projects. Also, they have their next-gen robot, Daisy, that disassembles their old phones. Their biggest issue is with Chinese manufacturers who don't treat their employees well, which is a red flag in ESG. That said, he would feel comfortable owning Apple. Apple scores in the 99th percentile for environmental, very high. He's pleased to see them being ESG leaders. They have massive reputational risk, so they need to keep their scores high.
Tim Nash
Founder, Good Investing
Price
$257.615
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
November 4, 2019
(A Top Pick Nov 09/18, Up 19%)synthetic long Apple He bought a call and sold a put. It acted like the underlying stock. He didn't put up any money, and got a 60-cent credit right out of the gate. He closed everything last Friday and got $40.75/share--a huge win. He tamped that down and put up 30% margin. So, that 19% return would triple. He took that off the table though and simply bought Apple which was up 19%. He was being conservative.
Apple (AAPL-Q)
November 4, 2019
(A Top Pick Nov 09/18, Up 19%)synthetic long Apple He bought a call and sold a put. It acted like the underlying stock. He didn't put up any money, and got a 60-cent credit right out of the gate. He closed everything last Friday and got $40.75/share--a huge win. He tamped that down and put up 30% margin. So, that 19% return would triple. He took that off the table though and simply bought Apple which was up 19%. He was being conservative.
Richard Croft
President, R.N. Croft Financial Group Inc.
Price
$257.500
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 30, 2019
(A Top Pick Dec 21/18, Up 63%) In the midst of trade war concerns, the timing to buy was great. It has rebounded every since early 2019, trading to new highs. iPhone 11 first orders are reportedly quite strong. The stock trades at 18 times earnings, but inline with the last 10 year valuations. His biggest holding.
Apple (AAPL-Q)
October 30, 2019
(A Top Pick Dec 21/18, Up 63%) In the midst of trade war concerns, the timing to buy was great. It has rebounded every since early 2019, trading to new highs. iPhone 11 first orders are reportedly quite strong. The stock trades at 18 times earnings, but inline with the last 10 year valuations. His biggest holding.
Don Lato
President, Padlock Investment Management
Price
$242.650
Owned
Yes
BUY
BUY
October 30, 2019
Still likes it through earnings have been mixed overall. Tech's earning resilience surprises many investors at this stage of the cycle. He expects the tech sector's growth and earnings to hit double digits in 2020 and money to move back in these stocks.
Apple (AAPL-Q)
October 30, 2019
Still likes it through earnings have been mixed overall. Tech's earning resilience surprises many investors at this stage of the cycle. He expects the tech sector's growth and earnings to hit double digits in 2020 and money to move back in these stocks.
Andrew Pyle
Senior wealth advisor and portfolio manager, The Pyle Group, Scotia Wealth Mgt.
Price
$243.260
Owned
Unknown
SELL
SELL
October 24, 2019
He sold because much of revenue comes from iPhone. Risk management concern. Issues in China. Smartphone growth slowing. Not the Apple of 5 years ago. Has done well, pulled away from the rest of the FANGs.
Apple (AAPL-Q)
October 24, 2019
He sold because much of revenue comes from iPhone. Risk management concern. Issues in China. Smartphone growth slowing. Not the Apple of 5 years ago. Has done well, pulled away from the rest of the FANGs.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$243.180
Owned
No
PAST TOP PICK
PAST TOP PICK
October 16, 2019
(A Top Pick Oct 22/18, Up 8%) Consumers re-purchase their products and their service division is strong. However, the China trade tension gives him pause; so, he's watching the trade talks. He's also worried about the NBA controversy in China. Cautious.
Apple (AAPL-Q)
October 16, 2019
(A Top Pick Oct 22/18, Up 8%) Consumers re-purchase their products and their service division is strong. However, the China trade tension gives him pause; so, he's watching the trade talks. He's also worried about the NBA controversy in China. Cautious.
Ashley Misquitta, CFA
Senior Portfolio Manager, Empire Life
Price
$234.370
Owned
Yes
BUY
BUY
October 15, 2019
He's long recommended this. Apple hit a a new all-time last week, close to his model price of $244.51. He's trimming his position as the stock rises. Hold or buy.
Apple (AAPL-Q)
October 15, 2019
He's long recommended this. Apple hit a a new all-time last week, close to his model price of $244.51. He's trimming his position as the stock rises. Hold or buy.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$235.320
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 8, 2019
(A Top Pick Dec 27/18, Up 47%) As usual, the stock goes up until there are fears over iPhone demand, it goes down, then you buy it. He sold his share in August. Apple had guided down their Q4. Buy at pullbacks.
Apple (AAPL-Q)
October 8, 2019
(A Top Pick Dec 27/18, Up 47%) As usual, the stock goes up until there are fears over iPhone demand, it goes down, then you buy it. He sold his share in August. Apple had guided down their Q4. Buy at pullbacks.
Jamie Murray
Head of research, Murray Wealth Group
Price
$224.400
Owned
No
PAST TOP PICK
PAST TOP PICK
October 4, 2019
(A Top Pick Nov 27/18, Up 31%) He continues to like them for many reasons. The cloud services, the app store and others continue to do well. It is indefensible and people keep buying their products. They increased iPhone orders for parts by 10% -- a good sign. His largest since equity holding.
Apple (AAPL-Q)
October 4, 2019
(A Top Pick Nov 27/18, Up 31%) He continues to like them for many reasons. The cloud services, the app store and others continue to do well. It is indefensible and people keep buying their products. They increased iPhone orders for parts by 10% -- a good sign. His largest since equity holding.
David Baskin
President, Baskin Wealth Management
Price
$227.010
Owned
Yes
BUY
BUY
October 4, 2019
It has a low multiple even though it has billions of dollars in the bank. He's recommended this stock in the past. A great company and the new phone is taking off. They under estimated demand and making more.
Apple (AAPL-Q)
October 4, 2019
It has a low multiple even though it has billions of dollars in the bank. He's recommended this stock in the past. A great company and the new phone is taking off. They under estimated demand and making more.
David Cockfield
Managing Director, Northland Wealth Management
Price
$227.010
Owned
Yes
DON'T BUY
DON'T BUY
October 1, 2019
Go to $250? Doubtful. He sold it at $218. He may buy back in. He wants to see how their services and wearable divisions are doing. It's too rich now.
Apple (AAPL-Q)
October 1, 2019
Go to $250? Doubtful. He sold it at $218. He may buy back in. He wants to see how their services and wearable divisions are doing. It's too rich now.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$224.590
Owned
No
HOLD
HOLD
September 27, 2019
He likes this company, but it is not as cheap as it was back in December. Investors are mistakingly waiting for the next big device -- it is not coming, he thinks. You want to focus on the 1.5 billion of installed devices -- a great way to keep customers stuck with your company (cloud, tv, etc.). The iPhone has become a much smaller part of the pie -- it represents less than 50% of their revenues today.
Apple (AAPL-Q)
September 27, 2019
He likes this company, but it is not as cheap as it was back in December. Investors are mistakingly waiting for the next big device -- it is not coming, he thinks. You want to focus on the 1.5 billion of installed devices -- a great way to keep customers stuck with your company (cloud, tv, etc.). The iPhone has become a much smaller part of the pie -- it represents less than 50% of their revenues today.
Shane Obata
Portfolio Manager, Middlefield Capital
Price
$218.820
Owned
Yes
COMMENT
COMMENT
September 26, 2019
What happens to the USMCA during the US election and impeachment? If Congress doesn't push USMCA through it will impact the markets and create trouble. Continues to be good, but the issue that their phone continues to generate most of its revenues, despite Apple's move into services. Also the move into streaming will eat up capital. 5G in 2020 will have a great impact on the iPhone. Can they drive their services to more growth. Apple continues to buyback shares and raise dividends, though.
Apple (AAPL-Q)
September 26, 2019
What happens to the USMCA during the US election and impeachment? If Congress doesn't push USMCA through it will impact the markets and create trouble. Continues to be good, but the issue that their phone continues to generate most of its revenues, despite Apple's move into services. Also the move into streaming will eat up capital. 5G in 2020 will have a great impact on the iPhone. Can they drive their services to more growth. Apple continues to buyback shares and raise dividends, though.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$219.890
Owned
Yes
DON'T BUY
DON'T BUY
September 17, 2019
Sure, a phenomenal company, but there's too much product risk: 50% of its business comes from only the iPhone. They're transitioning to services, but that will take time. People will hang onto their phones for a long time, and won't buy as many new ones.
Apple (AAPL-Q)
September 17, 2019
Sure, a phenomenal company, but there's too much product risk: 50% of its business comes from only the iPhone. They're transitioning to services, but that will take time. People will hang onto their phones for a long time, and won't buy as many new ones.
Christopher Blumas
Vice-President & Portfolio Manager, GlobeInvest Capital Management
Price
$220.700
Owned
No
DON'T BUY
DON'T BUY
September 11, 2019
Has some concerns. Stock's been sideways the past year. Much of its revenues come from the iPhone, and they're trying to expand beyond this. People won't pay $1000+ for the next iteration of the phone. Lots of cash flow and cash on the books. Would look elsewhere for growth. Doesn't see how its streaming will fit in with the landscape.
Apple (AAPL-Q)
September 11, 2019
Has some concerns. Stock's been sideways the past year. Much of its revenues come from the iPhone, and they're trying to expand beyond this. People won't pay $1000+ for the next iteration of the phone. Lots of cash flow and cash on the books. Would look elsewhere for growth. Doesn't see how its streaming will fit in with the landscape.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$223.590
Owned
No
COMMENT
COMMENT
August 28, 2019
He has not owned it for a couple of years. They own elements of the supply chain for what goes into the iPhone instead. It is not as geared to the sales growth of the product. He feels Apple has done a big pivot to the other service offerings they are doing. He would be a buyer near $180 and short it at $220.
Apple (AAPL-Q)
August 28, 2019
He has not owned it for a couple of years. They own elements of the supply chain for what goes into the iPhone instead. It is not as geared to the sales growth of the product. He feels Apple has done a big pivot to the other service offerings they are doing. He would be a buyer near $180 and short it at $220.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$205.530
Owned
No
PAST TOP PICK
PAST TOP PICK
August 21, 2019
(A Top Pick Aug 02/18, Up 8%)A covered call. Bought at $201.50, sold 201 at $(6.54), net cost $195.05, now $210.48 A covered call. Bought at $201.50, sold 201 at $(6.54), net cost $195.05, now $210.48. He's holding onto this. Apple is going well and the CEO has the ear of Trump.
Apple (AAPL-Q)
August 21, 2019
(A Top Pick Aug 02/18, Up 8%)A covered call. Bought at $201.50, sold 201 at $(6.54), net cost $195.05, now $210.48 A covered call. Bought at $201.50, sold 201 at $(6.54), net cost $195.05, now $210.48. He's holding onto this. Apple is going well and the CEO has the ear of Trump.
Richard Croft
President, R.N. Croft Financial Group Inc.
Price
$213.210
Owned
Yes
BUY
BUY
August 20, 2019

Sell Amazon and Apple now? The stock has stagnated the past two years, but it makes more money. Apple keeps investing in near projects, which is a good sign. Hold onto both of them for the long haul. He owns a lot of each.

Apple (AAPL-Q)
August 20, 2019

Sell Amazon and Apple now? The stock has stagnated the past two years, but it makes more money. Apple keeps investing in near projects, which is a good sign. Hold onto both of them for the long haul. He owns a lot of each.

John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$210.360
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
July 30, 2019
A safe stock to invest in. Can they upgrade their user base to 5G, he wonders. It make take longer than expected to convert users he thinks. He would be a buyer below $200. He has been a seller above $220. A core holding.
Apple (AAPL-Q)
July 30, 2019
A safe stock to invest in. Can they upgrade their user base to 5G, he wonders. It make take longer than expected to convert users he thinks. He would be a buyer below $200. He has been a seller above $220. A core holding.
Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$208.780
Owned
Yes
STRONG BUY
STRONG BUY
July 30, 2019

Apple reported after the bell and overall it was a beat--he's happy. They beat earnings by 8 cents a share; revenues beat; and their revenue projections for the next quarter are surprisingly bullish. What impressed him most was how the non-iPhone revenues are growing, namely services. Services are annuity revenue, keep giving. 10 years ago, people wrote off Microsft, but they missed the story. MSFT transformed itself into a utility--you have to pay MSFT each year for the service. Same with Apple which is now making money in services. Also, their wearables division is exploding, says their CEO. He's happy with their report today. And their iPhones in 2020 will be 5G-equipped, which will encourage customers to upgrade. The only cloud on the horizon is Trump.

Apple (AAPL-Q)
July 30, 2019

Apple reported after the bell and overall it was a beat--he's happy. They beat earnings by 8 cents a share; revenues beat; and their revenue projections for the next quarter are surprisingly bullish. What impressed him most was how the non-iPhone revenues are growing, namely services. Services are annuity revenue, keep giving. 10 years ago, people wrote off Microsft, but they missed the story. MSFT transformed itself into a utility--you have to pay MSFT each year for the service. Same with Apple which is now making money in services. Also, their wearables division is exploding, says their CEO. He's happy with their report today. And their iPhones in 2020 will be 5G-equipped, which will encourage customers to upgrade. The only cloud on the horizon is Trump.

David Baskin
President, Baskin Wealth Management
Price
$208.780
Owned
Yes
Showing 1 to 30 of 966 entries