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Toni Sacconaghi's Apple mea culpa — full textsacconaghi apple mea culpa6 years ago
Published December 18, 2019 by Philip Elmer-DeWitt

Toni Sacconaghi's Apple mea culpa — full text

"We have been neutral on Apple this year, and it’s been the wrong call. We missed it." Transcribed from the full CNBC Pro version of Monday's…

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How a smart analyst got Apple so wrong (video)josh brown apple multiple6 years ago
Published December 18, 2019 by Philip Elmer-DeWitt

How a smart analyst got Apple so wrong (video)

Downtown Josh Brown, who knows the guy, says it's all about the multiple. 

Read More How a smart analyst got Apple so wrong (video)

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Apple is the king of stock buybacks, again6 years ago
Published December 17, 2019 by Philip Elmer-DeWitt

Apple is the king of stock buybacks, again

In five years, Apple spent nearly $250 billion on stock repurchases, more than the market value of Home Depot.

Read More Apple is the king of stock buybacks, again

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With Apple at $280, Jun Zhang reiterates his $150 price targetApple Jun Zhang Rosenblatt logo6 years ago
Published December 17, 2019 by Philip Elmer-DeWitt

With Apple at $280, Jun Zhang reiterates his $150 price target

This is the second Sell recommendation from Rosenblatt Securities' chief Apple analyst in two weeks.

Read More With Apple at $280, Jun Zhang reiterates his $150 price target

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Look who's touting Apple (video)Apple TV+ Toni sacconaghi6 years ago
Published December 17, 2019 by Philip Elmer-DeWitt

Look who's touting Apple (video)

Having advised clients to avoid Apple while its multiple was low, Bernstein's Toni Sacconaghi is now telling them to buy while it's high.

Read More Look who's touting Apple (video)

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Apple breaks $280, traders see it hitting a wall (video)Apple hitting wall coyote6 years ago
Published December 16, 2019 by Philip Elmer-DeWitt

Apple breaks $280, traders see it hitting a wall (video)

Gene Munster begs to differ.

Read More Apple breaks $280, traders see it hitting a wall (video)

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Evercore: Apple dominates Christmas wish listsevercore wish lists apple6 years ago
Published December 16, 2019 by Philip Elmer-DeWitt

Evercore: Apple dominates Christmas wish lists

From a note to clients by analyst Amit Daryanani that landed on my desktop Monday: ALL YOU NEED TO KNOW: EVR ISI’s Company Survey guru Oscar…

Read More Evercore: Apple dominates Christmas wish lists

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Apple: The beat goes onapple beat goes on6 years ago
Published December 16, 2019 by Philip Elmer-DeWitt

Apple: The beat goes on

UPDATE: Apple just broke $280.

Read More Apple: The beat goes on

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This week's Apple trading strategies (12/16-12/20)apple trading strategies 12-166 years ago
Published December 15, 2019 by Philip Elmer-DeWitt

This week's Apple trading strategies (12/16-12/20)

Don't blame me if you have to sell the Tesla.

Read More This week's Apple trading strategies (12/16-12/20)

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Why are sell side analysts so bearish on Apple?apple bull case sa6 years ago
Published December 14, 2019 by Philip Elmer-DeWitt

Why are sell side analysts so bearish on Apple?

The average analyst doesn't get Apple.

Read More Why are sell side analysts so bearish on Apple?

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi
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