Cramer: Huberty vs. Sacconaghi (video)

From "Jim Cramer Explains How to Trade Apple When Two Favorite Analysts Disagree."

Thus spake Cramer Monday:

It shows you we're in a glass half-full environment. Toni's a very rigorous analyst, and he's losing out right now to Katy Huberty in terms of the idea that maybe the service revenue stream is positive. Toni is talking about how the set-up is not good, meaning that the stock's too high. And Katy Huberty's talking about the set-up being good, in terms of the earnings estimates being too low... Apple is the leader today [Monday] and I don't know if it should be.

Full-screen video here.

My take: I covered Huberty's note yesterday. I haven't seen the dueling Bernstein note to which they're referring, but Sacconaghi's got a history of knocking the stuffing out of his Apple estimates just before earnings (see below), and clients who have followed his advice have missed out on more than one Apple run.

See:

8 Comments

  1. David Emery said:
    Someone I don’t care about (Cramer) cites someone else I don’t care about (Sacconacchi).

    Why do I give a rodent’s posterior?

    2
    July 23, 2019
  2. Michael Thompson said:
    Sacconaghi the Lying Disinformationalist and long-term boneheaded bear has set himself up to be the butt of jokes for long-term shareholders.

    We will be owners for far longer than Toni The Liar is an Apple analyst. When Apple breaks out and sets new all-time highs, it’ll be time for the degenerate criminal loser to slither back under the rock from which he came. I’m sure that “real journalists” at CNBC, et al, will ask Toni about his repeated bearish calls after Apple breaks out…don’t hold your breath.

    I’ve made millions in Apple during Toni’s laughable bearish period. I’ll make millions more just sitting and holding while paid liars like Degenerate Toni scam the people out of their stock.

    However as previously stated, I will now take trading advantage of all future unwarranted Apple corrections. Degenerate losers like Toni are going to help me make money trading Apple going forward.

    5
    July 23, 2019
      • Michael Thompson said:
        PED, with millions invested in the world’s greatest company, I take the analyst’s calls personally. Toni Sacconaghi is high on my watch list because of his supposed legitimacy. He’s been wrong for years.

        I’m waiting for the first journalist to ask any of the repeatedly wrong Apple analysts about their wrongness for years.

        2
        July 23, 2019
  3. Fred Stein said:
    Katy does her homework, and shows it in great detail in her reports.

    Toni recycles rumors and memes about the iPhone business.

    3
    July 23, 2019
    • Mark Visnic said:
      Sacconaghi’s track record with AAPL is poor yet, he often is billed on CNBC in an intro as the “top Apple analyst.”. That smells.

      Huberty is hard working and has a pretty good track record on AAPL.

      She wins my credibility vote.

      5
      July 23, 2019
    • “Katy does her homework, and shows it in great detail in her reports.”

      Sacconaghi does his homework too. His reports are nearly as long and as detailed as Huberty’s.

      0
      July 23, 2019

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