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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
0
BUY
A lot of the stock's success recently has been on a revision of the multiple upwards. Earnings have not risen as fast. This is a 5G story. You need brand new hardware to get 5G capability. Lots of runway. Good value here.
BUY ON WEAKNESS
Allan Tong’s Discover Picks Among the mega-tech stocks, this giant has stalled making it a good bargain stock within the sector. Year-to-date, AAPL stock has climbed only 2% compared to Microsoft which has advanced 10%, Tesla and Nvidia which have both soared 15%. Then again, Amazon has barely moved while Netflix has risen merely 3%. Read 3 Bargain Stocks: Eli Lilly, Unilever & Apple for our full analysis.
BUY
Continues to like it. The business is great and has performed well. The installation basis is round 1.5B devices and consumer stickiness is still very high. People want to stay in the eco-system and it has a strong brand. Integration is good too. 5G will be a tailwind for renewing iPhones for consumers. Growth will come from the service side and wearables.
BUY
Apple is a juggernaut. They keep making the best devices on Earth that earn customer loyalty. People are willing to pay up for them, including subscription services after they buy a phone.
BUY
He expects a good report not just about the iPhone 12, but their wider product line. They're cleaning up because of the stay-at-home economy. The service revenue stream should keep growing, but the weaker US dollar is a threat. They report Wednesday.
PARTIAL SELL

iPhone 12 is a 5G enabled phone. Problem is the apps are geared to 3-4G. There are other ways to play 5G. A bit over its skis. Take a bit of profit. You can still participate in the Apple ecosystem through Skyworks Solutions and Qualcomm.

BUY
Has owned this for 15 years, so he's happy with it. But every morning he asks, What is the future of this stock? Is capital employed the best way for the future? Apple has a tremendous franchise built in of at least 1.3 billion devices worldwide and 93% consumer brand loyalty. Add to that we're heading into a 5G world, so there will be a massive rollover of product adoption (old phones can't work on 5G). For Apple, some of the future is priced in, though only partially, based on the PE.
COMMENT
Biden's increase in tax will affect tech companies. The problem with tech companies is that they almost pay no taxes. We are getting to a point where governments will be looking for tax dollars to pay down the tax. The likelihood of big tech paying more taxes is increasing. Ireland has been chasing after Apple for a while. There are a number of lawsuits targeting big tech. The risk is still under played. There is value in Apple but their struggle is to find the next product.
BUY
An essential 5G play They just launched a new iPhone in October that can run on 5G. An obvious 5G play that is poised to capitalize on the rollout. An investment, not a trade. Apple is asking suppliers for 96 million units this year. The new phone is selling very well in China. Service revenue streams are growing ast and making Apple more than a products story. Biden warming up relations with China will help. AAPL is up 63% in the past year.
PARTIAL SELL
One of the largest fabulous semiconductor companies in the world. Its recent internally produced chip is giving tremendous performance. He's reduced Apple considerably since last August. Not the best pick for the next 12 months. He'd prefer the semi space.
HOLD
It is a great company and is very expensive. It is worth while holding on to it, but he has cut back on the amount as the stock has gone up.
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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK
2020 was generous to FAANG, but the consenus is that the tech rally will moderate in 2021. Apple, however, may be an exception. Late in 2020, it announced it was getting into the microchip, e-car battery and self-driving car businesses, though it may be three more years till they enter the latter. The news propelled Apple up 7.81% in December 2020 alone.
HOLD

AAPL vs. GOOG Alphabet is a more reasonable valuation, so he'd choose this to deploy capital right now. He still really likes Apple, though it's not cheap. It's still about the ecosystem and luxury. He respects how good their products are. Beginning of a serious upgrade cycle with 5G. He's dubious of the iCar, as it's lower margin, tough business, capitally intense.

HOLD

APPL vs. MSFT Apple is a consumer products company, whereas MSFT is an enterprise company. Both trade at similar multiples. Great balance sheets, buy back shares, increase dividends. Apple relies on growing iPhone and 5G. Will continue to do well. The iCar is an expensive proposition. MSFT has really benefited from cloud infrastructure growth. Better margins and free cashflow growth are ahead. MSFT is in a sweet spot and may have better growth in the next little while, so he'd choose it.

SELL
He just took profits. Getting over its skis a bit. He found other opportunities with a longer runway. Fantastic company. Very good at designing and then outsourcing. Will probably do this with the iCar, but it will take a while.
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