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.
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Analysis and Opinions about AAPL-Q

Signal
Opinion
Expert
TOP PICK
TOP PICK
May 2, 2019

They have 1.3 billion global devices that they are leveraging to grow their services platform. They are buying back 25% of their shares here. That alone is good reason to buy the stock. Cheap at 15 times 2020 earnings. China is improving. Modeling 14% growth rate. (Analysts’ price target is $214.63)

Apple (AAPL-Q)
May 2, 2019

They have 1.3 billion global devices that they are leveraging to grow their services platform. They are buying back 25% of their shares here. That alone is good reason to buy the stock. Cheap at 15 times 2020 earnings. China is improving. Modeling 14% growth rate. (Analysts’ price target is $214.63)

Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$209.150
Owned
Yes
BUY
BUY
April 23, 2019
Own a position in a high-quality company like this and hold for the long term, then add when the street is critical of it. They have a ton of cash and are a great innovator.
Apple (AAPL-Q)
April 23, 2019
Own a position in a high-quality company like this and hold for the long term, then add when the street is critical of it. They have a ton of cash and are a great innovator.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$207.480
Owned
Yes
COMMENT
COMMENT
April 22, 2019
The Qualcomm settlement? Not much effect on Apple, but rather Qualcomm (see his comments on that). Apple still needs a 5G solution.
Apple (AAPL-Q)
April 22, 2019
The Qualcomm settlement? Not much effect on Apple, but rather Qualcomm (see his comments on that). Apple still needs a 5G solution.
Gordon Reid
President, GoodReid Investment Counsel
Price
$204.530
Owned
Unknown
TOP PICK
TOP PICK
April 15, 2019
Great products, but it'll be a giant in services. They remain an established brand. He wishes he'd bought it at $150, but it's back up to nearly $200. (Analysts’ price target is $194.50)
Apple (AAPL-Q)
April 15, 2019
Great products, but it'll be a giant in services. They remain an established brand. He wishes he'd bought it at $150, but it's back up to nearly $200. (Analysts’ price target is $194.50)
Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$199.050
Owned
Yes
HOLD
HOLD
April 10, 2019
Continues to do well and is the industry leader. The move to 5G will not likely prompt as much upgrade opportunity as with 4G. Their push into services will be key to watch. He thinks they are leading in augmented technology as well. As a mature company, you will not see the same punch as in the past.
Apple (AAPL-Q)
April 10, 2019
Continues to do well and is the industry leader. The move to 5G will not likely prompt as much upgrade opportunity as with 4G. Their push into services will be key to watch. He thinks they are leading in augmented technology as well. As a mature company, you will not see the same punch as in the past.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$199.600
Owned
Unknown
COMMENT
COMMENT
April 9, 2019
Not expensive, with an incredible balance sheet and tons of free cash flow. The big issue is that their iPhone is slowing down, offering smaller improvements only. Their services business creates less revenue that their phones. So they need to produce product that people will like. It's unclear how they will drive that. Apple can still generate healthy returns and buy shares, but don't expect massive stock price increases like the past. If they can push loyal customers into new areas, like streaming, then there's good potential.
Apple (AAPL-Q)
April 9, 2019
Not expensive, with an incredible balance sheet and tons of free cash flow. The big issue is that their iPhone is slowing down, offering smaller improvements only. Their services business creates less revenue that their phones. So they need to produce product that people will like. It's unclear how they will drive that. Apple can still generate healthy returns and buy shares, but don't expect massive stock price increases like the past. If they can push loyal customers into new areas, like streaming, then there's good potential.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$199.500
Owned
Yes
HOLD
HOLD
April 3, 2019
He owns it, and shed some on Q1 earnings. Bought more when it bottomed around $160-170, and now has a 4.5% position. Analysts have extrapolated too far on the weak quarter. Services is where the opportunity is for gross margins to move much higher. At $196, still trades cheaply on enterprise value. They have such a brand, they don't have to be first to market. But they are progressive in "back room" innovation.
Apple (AAPL-Q)
April 3, 2019
He owns it, and shed some on Q1 earnings. Bought more when it bottomed around $160-170, and now has a 4.5% position. Analysts have extrapolated too far on the weak quarter. Services is where the opportunity is for gross margins to move much higher. At $196, still trades cheaply on enterprise value. They have such a brand, they don't have to be first to market. But they are progressive in "back room" innovation.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$195.350
Owned
Yes
BUY
BUY
April 1, 2019
5-7-year hold? Amazing idea. Though with tech stocks they do change quickly, so that's a warning. But he loves this number: $130 billion net cash and generating more. The new Apple streaming is interesting but meaningless to the bottom line. Their new credit card is interesting, and maybe they're using that to make existing customers more "sticky." Apple is cheaper than peer stocks. There's way more growth ahead. And no, the iPhone is not dead.
Apple (AAPL-Q)
April 1, 2019
5-7-year hold? Amazing idea. Though with tech stocks they do change quickly, so that's a warning. But he loves this number: $130 billion net cash and generating more. The new Apple streaming is interesting but meaningless to the bottom line. Their new credit card is interesting, and maybe they're using that to make existing customers more "sticky." Apple is cheaper than peer stocks. There's way more growth ahead. And no, the iPhone is not dead.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$191.240
Owned
Unknown
DON'T BUY
DON'T BUY
March 25, 2019
The streaming thing is very interesting. They may or may not announce today they are getting into that business. If they follow Netflix into the space then it reduces the scarcity value. We will find out the hard way. He got out of AAPL-Q because he was worried their volumes would go negative. When this happens, others in the past have seen the beginning of the end when this happened. They have to show they can grow their revenues in other businesses. As you look out several years, there is the 5G network rollout.
Apple (AAPL-Q)
March 25, 2019
The streaming thing is very interesting. They may or may not announce today they are getting into that business. If they follow Netflix into the space then it reduces the scarcity value. We will find out the hard way. He got out of AAPL-Q because he was worried their volumes would go negative. When this happens, others in the past have seen the beginning of the end when this happened. They have to show they can grow their revenues in other businesses. As you look out several years, there is the 5G network rollout.
David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$188.740
Owned
No
BUY
BUY
March 21, 2019
It is getting a bit of a boost on the services side of the business. It is about $45 Billion in revenue. This equates to FB-Q's revenue in 2017. They are getting a bit of a bid here. They have more than 1 billion devices and a loyalty rating of 93%.
Apple (AAPL-Q)
March 21, 2019
It is getting a bit of a boost on the services side of the business. It is about $45 Billion in revenue. This equates to FB-Q's revenue in 2017. They are getting a bit of a bid here. They have more than 1 billion devices and a loyalty rating of 93%.
Gordon Reid
President, GoodReid Investment Counsel
Price
$195.090
Owned
Yes
BUY
BUY
March 18, 2019
This year will be flat, but beyond that 13% annual compounded growth is expected. They were hurt last quarter because of tariffs and China. They are becoming more of a services company. Trades at a reasonable multiple. Good dividend.
Apple (AAPL-Q)
March 18, 2019
This year will be flat, but beyond that 13% annual compounded growth is expected. They were hurt last quarter because of tariffs and China. They are becoming more of a services company. Trades at a reasonable multiple. Good dividend.
Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$187.940
Owned
Unknown
BUY
BUY
March 11, 2019
It is great as a long term call. Their iPhone is entrenched. They have the opportunity to grow their services business. They are the most profitable company. There would be upside if they came out with the Apple Car. It is not a secret that they are testing a vehicle.
Apple (AAPL-Q)
March 11, 2019
It is great as a long term call. Their iPhone is entrenched. They have the opportunity to grow their services business. They are the most profitable company. There would be upside if they came out with the Apple Car. It is not a secret that they are testing a vehicle.
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$178.900
Owned
Unknown
DON'T BUY
DON'T BUY
February 28, 2019
He sold it a while back. His concern is that 63% of their revenues come form the iPhone. It is not in the area of tech that he likes the most: the cloud business. They still have lots of cash, maybe they buy something from here. Not his favorite tech name here.
Apple (AAPL-Q)
February 28, 2019
He sold it a while back. His concern is that 63% of their revenues come form the iPhone. It is not in the area of tech that he likes the most: the cloud business. They still have lots of cash, maybe they buy something from here. Not his favorite tech name here.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$173.150
Owned
No
PAST TOP PICK
PAST TOP PICK
February 26, 2019
(A Top Pick Dec 27/18, Up 12%) In December, it had pulled back 35% from its peak. Then they issued a bomb of an earnings report based on poor guidance. Since then, the stock has marched up. There's speculation they'll do an acquisition in the services space.
Apple (AAPL-Q)
February 26, 2019
(A Top Pick Dec 27/18, Up 12%) In December, it had pulled back 35% from its peak. Then they issued a bomb of an earnings report based on poor guidance. Since then, the stock has marched up. There's speculation they'll do an acquisition in the services space.
Jamie Murray
Head of research, Murray Wealth Group
Price
$174.330
Owned
Yes
COMMENT
COMMENT
February 19, 2019
He bought a $175 July call for $8 and sold twice as many $190 July expiry. That's a ratio call spread: he bought a call at a lower strike price and sold twice as many calls at a higher strike price; his higher strike was $190. So if Apple trades up to $190, he starts losing money. He's got no money out of his pocket because he brought in enough money from the sale of two options. That long option will benefit all the way to $190. It's a good trade, but keep an eye on it. He doesn't normally like that with a volatile company, because specific events can make that stock rise dramatically. That said, he understands why one would do this with AAPL, but not with Netflix or Facebook.
Apple (AAPL-Q)
February 19, 2019
He bought a $175 July call for $8 and sold twice as many $190 July expiry. That's a ratio call spread: he bought a call at a lower strike price and sold twice as many calls at a higher strike price; his higher strike was $190. So if Apple trades up to $190, he starts losing money. He's got no money out of his pocket because he brought in enough money from the sale of two options. That long option will benefit all the way to $190. It's a good trade, but keep an eye on it. He doesn't normally like that with a volatile company, because specific events can make that stock rise dramatically. That said, he understands why one would do this with AAPL, but not with Netflix or Facebook.
Richard Croft
President, R.N. Croft Financial Group Inc.
Price
$170.930
Owned
Unknown
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