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NASDAQ:AAPL
Apple Inc (AAPL)
297.24
-0.77 (0.26%)
as of Jun 18, 2026, 11:59:56 pm Market Open.
1051 watching
Financials 
Technical Analysis 0
BUY
His largest holding. When it drops, he buys more; when it blossoms, he trims. Warned on supply chain, Ukraine, and USD issues. Some of this should reverse as we head into 2023. Reasonable valuation at just over 20x earnings. Excited by new products. One of the world's best businesses. He's buying.
Barry SchwartzOwned
electricalelectronic
COMMENT
The bad news for megatech is that they haven't gone down as much as the wider market. Those tech ones that have held up the best sp far, eventually fall down. True, Meta and Netflix are down by half. Last quarter, Amazon reported negative sales and might again. Note that 18% of Apple's business comes from China, so what is the impact of China's lockdowns? Will other consumer plunk down that much money for a notebook amid this economy. The headwinds are real, but we are close to ending this bear market.
electricalelectronic
TOP PICK
Bought it in 2006. Trading now 20% off its highs, so now is a good time to enter. Shares are down because of the shutdown in China from supply and customer standpoints, but CEO Tim Cook comes from a supply chain background and will navigate this. They have 1.5 billion installed devices globally at a 93% loyalty rate. Do the math. They have a captive market and are innovative, spending nearly $20 billion annually in R&D. They produce $90 billion in free cash flow annually and over $100 billion in revenue this quarter. They bought back $27 billion shares in the March quarter.
Gordon ReidOwned
electricalelectronic
DON'T BUY
Owns Meta and MSFT instead among FAANG. Meta trades at 12x, so he recently added more. Meta is a hated company, but look long-term. MSFT is a very strong business. Apple has some hit or miss risk when they bring new products to market. Certainly is a cash cow. A strong company. Tough to grow a company this massive.
electricalelectronic
BUY
Now trading at a forward PE of 22x vs. the S&P's 15.5x It depends on the growth rate, whether they continue to execute. A higher growth rate deserves a higher PE. Higher input costs will effect profits, but look at the discount now compared to a year ago. Yes, he would continue to buy this and tech names like this.
electricalelectronic
TOP PICK
A great opportunity. Don't often get a chance to buy on the cheap. Such a long runway to price target. Phenomenal moat. Extremely profitable. Still a high bar on innovation. High margins on services, about 67%. Yield is 0.69%. (Analysts’ price target is $184.42)
Kim BoltonOwned
electricalelectronic
COMMENT
Apple vs. BCE for income Certainly, BCE generates income (he owns it), despite minimal revenue growth, though it's well-run. 5G may give it a bump. Pays a super yield. You don't buy Apple for income (the yield is low), but rather it's a growth company. The two stocks are yin-and-yang, but offer good diversity in a portfolio.
electricalelectronic
PAST TOP PICK
(A Top Pick Jun 16/21, Down 2%) Apple remains a core tech holding, though she trimmed shares around $178 earlier this year. She is adding more shares now in this pullback. Apple has a customer base of 1 billion phone users and offers many services to them like music, fitness and TV. These offers high margins and recurring revenues. Apple is innovative and will continue to add new services and products.
Christine PooleOwned
electricalelectronic
BUY
Rising USD will hurt all exporters, but it's not a fundamental issue. Warned on this quarter. One of the greatest businesses the world has ever seen. AR stuff in 3-5 years. Products we can't live without. It's fallen a lot, hard to time a buy exactly. Happy to own for the long term.
Barry SchwartzOwned
electricalelectronic
BUY
21x earnings, small yield. Uses free cashflow to buy back shares. Incredible growth in services. Next quarter or two might be difficult due to supply chains, but the products remain good. Any shortfall in revenue will be made up down the road. Worth buying here, especially on a day of bad volatility.
Paul Harris, CFAOwned
electricalelectronic
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Premium contentPAST TOP PICK
(A Top Pick Apr 07/22, Down 11.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with AAPL has triggered its stop at $152. To remain disciplined, we recommend covering the position at this time. This will result in a net investment gain of 2%, when combined with the previous top pick recommendation.
electricalelectronic
COMMENT
Market outlook He wants to see more selling before the market reaches capitulation. Almost there. For Apple, today saw the first time since October 2020 that the stock broke its upward trendline. There was similar price action in Microsoft. The economy will continue to slow and inflation and rates will peak. Then, you wade into these growth names. Apple and Microsoft have to give back more before the market capitulates.
electricalelectronic
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