Apple | StockChase
824
Apple (AAPL-Q)

Last Price Recorded: $172.2200 on 2017-12-14

ON STOCKCHASE SINCE Oct 2000

PC Mnfctr

electrical/electronic
824
Apple (AAPL-Q)

Last Price Recorded: $172.2200 on 2017-12-14

ON STOCKCHASE SINCE Oct 2000

PC Mnfctr

electrical/electronic

Apple


Signal Opinion Expert
HOLD
Apple(AAPL-Q) 

December 12, 2017

(Market Call Minute.) If you own this, continue holding as you will get the refresh cycle with their new phones. It has a lot of cash. Going forward, she wants to see more innovation.

electrical/electronic

(Market Call Minute.) If you own this, continue holding as you will get the refresh cycle with their new phones. It has a lot of cash. Going forward, she wants to see more innovation.

electrical/electronic
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$171.700
Owned Owned
No

COMMENT
Apple(AAPL-Q) 

December 8, 2017

He took advantage of the share price appreciation and sold his holdings. They’ve done a great job. His concern is that they are predominantly a hardware-sales cycle thing, and consumers can be quite fickle when it comes to consumer electronics. He would like to see more innovation from them. There is still a significant portion of Apple users that don’t pay for any applications, so maybe there is something they can do on that side.

electrical/electronic

He took advantage of the share price appreciation and sold his holdings. They’ve done a great job. His concern is that they are predominantly a hardware-sales cycle thing, and consumers can be quite fickle when it comes to consumer electronics. He would like to see more innovation from them. There is still a significant portion of Apple users that don’t pay for any applications, so maybe there is something they can do on that side.

electrical/electronic
Veeral Khatri

Partner and Portfolio Manager, JC Clark...

PricePrice
$169.370
Owned Owned
No

COMMENT
Apple(AAPL-Q) 

December 7, 2017

Alphabet (GOOGL-Q) or Apple (AAPL-Q)? He recently sold this. His main concern is that it is primarily a hardware play. You are looking at 62% of revenues coming from the iPhone. The iPhone has been doing well, but that can change on a dime. They have competitors out there. It doesn’t seem anyone is going to overtake them in the near term, but there are some out there who have been doing pretty decently.

electrical/electronic

Alphabet (GOOGL-Q) or Apple (AAPL-Q)? He recently sold this. His main concern is that it is primarily a hardware play. You are looking at 62% of revenues coming from the iPhone. The iPhone has been doing well, but that can change on a dime. They have competitors out there. It doesn’t seem anyone is going to overtake them in the near term, but there are some out there who have been doing pretty decently.

electrical/electronic
Stan Wong

Director & Portfolio Manager, Private Wealth Manag...

PricePrice
$169.320
Owned Owned
No

COMMENT
Apple(AAPL-Q) 

December 6, 2017

Sold his holdings at around $160 in October. The story hasn’t changed, he still likes it, and is looking for an entry point. Any time you see a stock appreciate 50% in a year, it is ripe for some sort of correction and pull back. This is a name that is going to do very well in a portfolio in the long-term. If you are a “buy and hold”, you could buy it and hold for the long-term, but if you are a little more tactical, buying it on a dip is a better way to make money.

electrical/electronic

Sold his holdings at around $160 in October. The story hasn’t changed, he still likes it, and is looking for an entry point. Any time you see a stock appreciate 50% in a year, it is ripe for some sort of correction and pull back. This is a name that is going to do very well in a portfolio in the long-term. If you are a “buy and hold”, you could buy it and hold for the long-term, but if you are a little more tactical, buying it on a dip is a better way to make money.

electrical/electronic
Kash Pashootan

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

PricePrice
$169.010
Owned Owned
No

TOP PICK
Apple(AAPL-Q) 

November 29, 2017

This is all about the iPhone. The reviews are in, and the iPhone 10 is gargantuan. There is so much potential from both the 8 and the 10, but on an earnings perspective, the PE is around 13X earnings when you X-out the cash. Dividend yield of 1.5%. (Analysts’ price target is $193.)

electrical/electronic

This is all about the iPhone. The reviews are in, and the iPhone 10 is gargantuan. There is so much potential from both the 8 and the 10, but on an earnings perspective, the PE is around 13X earnings when you X-out the cash. Dividend yield of 1.5%. (Analysts’ price target is $193.)

electrical/electronic
Paul Gardner, CFA

Partner and Portfolio Manager, Avenue Investment Ma...

PricePrice
$169.480
Owned Owned
Yes

COMMENT
Apple(AAPL-Q) 

November 28, 2017

An amazing, incredible success story. He doesn’t own this because the iPhone accounts for about 55% of revenues. Samsung (005930-KRX) is spending a ton of money to come up with competing products, as is Google (GOOGL-Q). When you have so much of your company based on a single product with the company priced to perfection, that implies risk so he looks elsewhere.

electrical/electronic

An amazing, incredible success story. He doesn’t own this because the iPhone accounts for about 55% of revenues. Samsung (005930-KRX) is spending a ton of money to come up with competing products, as is Google (GOOGL-Q). When you have so much of your company based on a single product with the company priced to perfection, that implies risk so he looks elsewhere.

electrical/electronic
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Weal...

PricePrice
$173.070
Owned Owned
No

COMMENT
Apple(AAPL-Q) 

November 22, 2017

What price would you pay for this? This has been a fine performer. The challenge you have buying a substantial holding, is a little problematic because of how fast the company has grown. The market in many cases is pricing in the continued growth, the capital repatriation story. In the next 3-5 years, the company is going to run into the challenge of how much further it can grow. At these levels, he thinks you are fine because the US tax issue is going to be carried.

electrical/electronic

What price would you pay for this? This has been a fine performer. The challenge you have buying a substantial holding, is a little problematic because of how fast the company has grown. The market in many cases is pricing in the continued growth, the capital repatriation story. In the next 3-5 years, the company is going to run into the challenge of how much further it can grow. At these levels, he thinks you are fine because the US tax issue is going to be carried.

electrical/electronic
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$174.960
Owned Owned
Yes

BUY
Apple(AAPL-Q) 

November 21, 2017

An inexpensive company. Filled with cash, but has lots of interesting catalysts. Their recent iPhone 10 is really interesting, as it gives them the only true integrated platform for augmented reality, which could turn out to be much bigger than people think. Margins are strong when looking at services, and is growing very rapidly.

electrical/electronic

An inexpensive company. Filled with cash, but has lots of interesting catalysts. Their recent iPhone 10 is really interesting, as it gives them the only true integrated platform for augmented reality, which could turn out to be much bigger than people think. Margins are strong when looking at services, and is growing very rapidly.

electrical/electronic
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$173.140
Owned Owned
Yes

COMMENT
Apple(AAPL-Q) 

November 8, 2017

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

electrical/electronic

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

electrical/electronic
Jennifer Radman

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

PricePrice
$176.240
Owned Owned
No

PAST TOP PICK
Apple(AAPL-Q) 

November 6, 2017

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

electrical/electronic

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

electrical/electronic
Erin Gibbs

V.P., S&P Global Market In...

PricePrice
$174.250
Owned Owned
Yes

COMMENT
Apple(AAPL-Q) 

November 2, 2017

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

electrical/electronic

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

electrical/electronic
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$168.110
Owned Owned
Yes

PAST TOP PICK
Apple(AAPL-Q) 

November 1, 2017

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

electrical/electronic

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

electrical/electronic
Kash Pashootan

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

PricePrice
$166.890
Owned Owned
No

DON'T BUY
Apple(AAPL-Q) 

October 30, 2017

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

electrical/electronic

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

electrical/electronic
Jordan McNamee

Portfolio Manager, Cambridge Global Ass...

PricePrice
$166.720
Owned Owned
Unknown

COMMENT
Apple(AAPL-Q) 

October 26, 2017

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

electrical/electronic

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

electrical/electronic
John Burke

CEO & CIO, Burke Financial Stra...

PricePrice
$157.410
Owned Owned
Yes

BUY
Apple(AAPL-Q) 

October 18, 2017

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

electrical/electronic

(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 Ma...

PricePrice
$159.760
Owned Owned
Yes

TOP PICK
Apple(AAPL-Q) 

October 17, 2017

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

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....

PricePrice
$160.470
Owned Owned
Yes

TOP PICK
Apple(AAPL-Q) 

October 16, 2017

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

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 Manage...

PricePrice
$159.880
Owned Owned
Yes

COMMENT
Apple(AAPL-Q) 

October 10, 2017

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

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 Manag...

PricePrice
$155.900
Owned Owned
Unknown

BUY
Apple(AAPL-Q) 

September 22, 2017

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

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 Ma...

PricePrice
$151.890
Owned Owned
Yes

TOP PICK
Apple(AAPL-Q) 

September 20, 2017

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

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....

PricePrice
$156.070
Owned Owned
Yes

STRONG BUY
Apple(AAPL-Q) 

September 19, 2017

(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

(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 ...

PricePrice
$158.730
Owned Owned
Unknown

COMMENT
Apple(AAPL-Q) 

September 12, 2017

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

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 Manag...

PricePrice
$160.860
Owned Owned
Unknown

WATCH
Apple(AAPL-Q) 

September 12, 2017

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

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 Manag...

PricePrice
$160.860
Owned Owned
Unknown

COMMENT
Apple(AAPL-Q) 

September 12, 2017

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

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 ...

PricePrice
$160.860
Owned Owned
Unknown

HOLD
Apple(AAPL-Q) 

September 11, 2017

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

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...

PricePrice
$161.500
Owned Owned
Unknown

COMMENT
Apple(AAPL-Q) 

September 8, 2017

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

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 &...

PricePrice
$158.630
Owned Owned
Unknown

COMMENT
Apple(AAPL-Q) 

September 7, 2017

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

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 Weal...

PricePrice
$161.260
Owned Owned
No

BUY
Apple(AAPL-Q) 

September 5, 2017

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

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 Ma...

PricePrice
$162.080
Owned Owned
Unknown

WAIT
Apple(AAPL-Q) 

August 30, 2017

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

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 Manage...

PricePrice
$163.350
Owned Owned
Yes

HOLD
Apple(AAPL-Q) 

August 29, 2017

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

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...

PricePrice
$162.910
Owned Owned
Unknown

HOLD
Apple(AAPL-Q) 

August 25, 2017

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

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 &...

PricePrice
$159.860
Owned Owned
Unknown

WATCH
Apple(AAPL-Q) 

August 18, 2017

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

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 &...

PricePrice
$157.500
Owned Owned
Unknown

HOLD
Apple(AAPL-Q) 

August 11, 2017

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

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...

PricePrice
$157.480
Owned Owned
Unknown

PAST TOP PICK
Apple(AAPL-Q) 

August 9, 2017

(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

(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 Ma...

PricePrice
$161.060
Owned Owned
Yes

TOP PICK
Apple(AAPL-Q) 

August 4, 2017

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

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....

PricePrice
$156.390
Owned Owned
Yes

BUY
Apple(AAPL-Q) 

August 1, 2017

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

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 Gr...

PricePrice
$150.050
Owned Owned
Yes

COMMENT
Apple(AAPL-Q) 

August 1, 2017

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

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 Manage...

PricePrice
$150.050
Owned Owned
No

COMMENT
Apple(AAPL-Q) 

July 17, 2017

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

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...

PricePrice
$149.560
Owned Owned
Unknown

PAST TOP PICK
Apple(AAPL-Q) 

July 11, 2017

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

electrical/electronic

(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....

PricePrice
$145.530
Owned Owned
Yes

TOP PICK
Apple(AAPL-Q) 

July 11, 2017

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

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....

PricePrice
$145.530
Owned Owned
Yes

COMMENT
Apple(AAPL-Q) 

July 7, 2017

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

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 Manag...

PricePrice
$144.180
Owned Owned
Unknown

COMMENT
Apple(AAPL-Q) 

June 30, 2017

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

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....

PricePrice
$144.020
Owned Owned
No

COMMENT
Apple(AAPL-Q) 

June 28, 2017

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

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...

PricePrice
$145.830
Owned Owned
Yes

COMMENT
Apple(AAPL-Q) 

June 26, 2017

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

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 Capi...

PricePrice
$145.820
Owned Owned
No

HOLD
Apple(AAPL-Q) 

June 21, 2017

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

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 ...

PricePrice
$145.870
Owned Owned
Yes

DON'T BUY
Apple(AAPL-Q) 

June 19, 2017

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

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...

PricePrice
$146.340
Owned Owned
No

HOLD
Apple(AAPL-Q) 

June 15, 2017

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

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 ...

PricePrice
$144.290
Owned Owned
Unknown

TOP PICK
Apple(AAPL-Q) 

June 14, 2017

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

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...

PricePrice
$145.160
Owned Owned
Yes

DON'T BUY
Apple(AAPL-Q) 

June 9, 2017

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

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 Ma...

PricePrice
$148.980
Owned Owned
Unknown

BUY
Apple(AAPL-Q) 

June 7, 2017

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

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 Advisor...

PricePrice
$155.370
Owned Owned
Yes

BUY
Apple(AAPL-Q) 

June 5, 2017

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

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...

PricePrice
$153.930
Owned Owned
Unknown

PAST TOP PICK
Apple(AAPL-Q) 

June 2, 2017

(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

(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....

PricePrice
$155.450
Owned Owned
Yes

COMMENT
Apple(AAPL-Q) 

May 30, 2017

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

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 Manage...

PricePrice
$153.670
Owned Owned
No

BUY
Apple(AAPL-Q) 

May 29, 2017

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

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...

PricePrice
$153.610
Owned Owned
Unknown

COMMENT
Apple(AAPL-Q) 

May 19, 2017

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

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 Ma...

PricePrice
$153.060
Owned Owned
Unknown

DON'T BUY
Apple(AAPL-Q) 

May 18, 2017

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

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 Scienc...

PricePrice
$152.540
Owned Owned
Unknown

WAIT
Apple(AAPL-Q) 

May 17, 2017

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

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 Manag...

PricePrice
$150.250
Owned Owned
Unknown

COMMENT
Apple(AAPL-Q) 

May 16, 2017

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

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 Weal...

PricePrice
$155.470
Owned Owned
No

COMMENT
Apple(AAPL-Q) 

May 10, 2017

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

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 Stra...

PricePrice
$153.260
Owned Owned
Yes

HOLD
Apple(AAPL-Q) 

May 8, 2017

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

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 &...

PricePrice
$153.010
Owned 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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