NASDAQ:AAPL

317.94
0.31 (0.10%)
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
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.
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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.
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.
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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.
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.

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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.

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.
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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.
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.

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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.

TOP PICK
TOP PICK
July 29, 2019
His model price is $248.90. He thinks they will buy back a large chunk of stock, that will only improve the model price. He last bought it in June 2013. Yield 1.47% (Analysts’ price target is $211.11)
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Apple (AAPL-Q)
July 29, 2019
His model price is $248.90. He thinks they will buy back a large chunk of stock, that will only improve the model price. He last bought it in June 2013. Yield 1.47% (Analysts’ price target is $211.11)
DON'T BUY
DON'T BUY
July 26, 2019
It's really struggling for the next product. Just doesn't see sustainable growth without a new product to lift earnings. Apple Services is definitively going to be a good driver, but thinks there are other opportunities elsewhere. He has an Android phone, doesn't see why someone would pay $1,500 for a new iPhone and be locked in the Apple ecosystem. If we go through an escalated trade war everyone is going to get hurt.
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Apple (AAPL-Q)
July 26, 2019
It's really struggling for the next product. Just doesn't see sustainable growth without a new product to lift earnings. Apple Services is definitively going to be a good driver, but thinks there are other opportunities elsewhere. He has an Android phone, doesn't see why someone would pay $1,500 for a new iPhone and be locked in the Apple ecosystem. If we go through an escalated trade war everyone is going to get hurt.
HOLD
HOLD
June 25, 2019
A lower risk exposure to the tech space. It has become mostly an iPhone play. He thinks 2018 was the first decline in iPhone sales. They should continue to have dividend growth and good a continuation of recurring revenues. He just doesn't see the same level of growth in the past. They have been impacted by the China-US trade war as well. Yield 1.6%
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Apple (AAPL-Q)
June 25, 2019
A lower risk exposure to the tech space. It has become mostly an iPhone play. He thinks 2018 was the first decline in iPhone sales. They should continue to have dividend growth and good a continuation of recurring revenues. He just doesn't see the same level of growth in the past. They have been impacted by the China-US trade war as well. Yield 1.6%
SELL STRENGTH
SELL STRENGTH
June 17, 2019
It is the most overvalued sector but AAPL-Q does not fall into that. It still has massive amounts of cash and from that prospective is quite cheap. The issue is the Chinese trade deal because a lot of their growth (1/3rd) is from international. He would be thinking about lightening up, selling rallies. It is unlikely that this bull in it will continue.
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Apple (AAPL-Q)
June 17, 2019
It is the most overvalued sector but AAPL-Q does not fall into that. It still has massive amounts of cash and from that prospective is quite cheap. The issue is the Chinese trade deal because a lot of their growth (1/3rd) is from international. He would be thinking about lightening up, selling rallies. It is unlikely that this bull in it will continue.
TOP PICK
TOP PICK
June 14, 2019
He models $240, so lots of upside. Obviously, there are concerns about China-US trade, but Apple will do well. (Analysts’ price target is $209.06)
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Apple (AAPL-Q)
June 14, 2019
He models $240, so lots of upside. Obviously, there are concerns about China-US trade, but Apple will do well. (Analysts’ price target is $209.06)
PAST TOP PICK
PAST TOP PICK
June 4, 2019

(A Top Pick Jun 05/18, Down 7%) Slowing iPhone sales and there are concerns over consumer privacy with their products, but way safer than Facebook. He likes their cash holding and the dividend they pay. The membership service business is growing as well. He would buy on weakness.

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Apple (AAPL-Q)
June 4, 2019

(A Top Pick Jun 05/18, Down 7%) Slowing iPhone sales and there are concerns over consumer privacy with their products, but way safer than Facebook. He likes their cash holding and the dividend they pay. The membership service business is growing as well. He would buy on weakness.

BUY
BUY
May 28, 2019

It is so ingrained in the consumer that is not going away. They have a massive amount of cash. The cash on their balance sheet is bigger than 25 countries’ GDP. Not expensive valuation if you take out the cash. You have to watch if they get too big and they can't grow. They are not there yet. Maybe in 10 years.

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Apple (AAPL-Q)
May 28, 2019

It is so ingrained in the consumer that is not going away. They have a massive amount of cash. The cash on their balance sheet is bigger than 25 countries’ GDP. Not expensive valuation if you take out the cash. You have to watch if they get too big and they can't grow. They are not there yet. Maybe in 10 years.

DON'T BUY
DON'T BUY
May 22, 2019
He is not an investor, but uses their products. The company has stagnating unit sales -- not very exciting given the premium it trades at. It is very expensive here.
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Apple (AAPL-Q)
May 22, 2019
He is not an investor, but uses their products. The company has stagnating unit sales -- not very exciting given the premium it trades at. It is very expensive here.
COMMENT
COMMENT
May 22, 2019
He has not owned this for awhile. His concern if there is a slow down in the smart phone market and concerned about the trade war between US and China. Growth rate has slowed down. Perhaps there is a possibility to trade this name since it is down, but longer term he has concerns.
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Apple (AAPL-Q)
May 22, 2019
He has not owned this for awhile. His concern if there is a slow down in the smart phone market and concerned about the trade war between US and China. Growth rate has slowed down. Perhaps there is a possibility to trade this name since it is down, but longer term he has concerns.
COMMENT
COMMENT
May 21, 2019
Still migrating toward services, which have much higher profit margins. iPhone sales expected to drop about 10%, so the stock will probably move sideways this year. Service revenue is also more consistent. Long-term upside. Apple and Samsung really have the market cornered because of US restrictions on phones from China.
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Apple (AAPL-Q)
May 21, 2019
Still migrating toward services, which have much higher profit margins. iPhone sales expected to drop about 10%, so the stock will probably move sideways this year. Service revenue is also more consistent. Long-term upside. Apple and Samsung really have the market cornered because of US restrictions on phones from China.
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