Jim Lebenthal

This is almost a pure-play tech stock and not expensive at 34x forward PE. They are investing heavily in R&D and developing new businesses. Lessening tariffs in China is another plus. This is cheap now.

He bought more. They beat top and bottom lines, and raised guidance. He's a value investor. Sure, the share price has been terrible, but their earnings estimates are starting to rise and they're buying back share to reduce the share count 5% in the past year. They are meeting the competitive threat through their beats and guidance. They outperform consistently. Eventually, the share price will rise.

He sold high. Trades at a nice PE and will likely go higher. He's not saying it's a bad stock, not at all. He sold this to buy more Adobe.

Is like Oracle 3 years ago when it was still a database company, building the cloud infrastructure. This is already happening to Cisco. Trades at 16x forward PE, and pays a 3% dividend. Buys back a lot of shares. Is enjoying AI and cybersecurity tailwinds.

His top performer this year. He started buying this 18 months ago strategically. They supply rare earths which are in great demand by industries like cars.

Is up 7% YTD and 20% the past year. The stock is breaking out. It set a 52-week high last week.

This is thuggish behaviour with Trump telling Apple, "Pay up." And now the negotiation comes. Tim Cook will have to pay it, whether through lower gross margins for example. Remember that Trump needs to pay for the tax cuts he just passed. The world knows now that the U.S. won't cut spending, and Trump needs to find money--squeezing everybody he can squeeze. Expectations needs to decline for Apple. In recent years, Apple's growth has slowed and their AI hasn't come out as hoped (and they may not get AI right), but as the US market goes, so will Apple. That said, the difference is Apple's services which boasts wide margins, and Apple has a history of catching up the latest innovations. When money flows into markets, it flows into Apple.