Topeka's Brian White says the Apple-dependent Taiwanese suppliers in his "Apple Monitor"...

Topeka's Brian White says the Apple-dependent Taiwanese suppliers in his "Apple Monitor" collectively saw a 15% M/M sales increase in November. That's well above the 4% averaged over the last 7 years, something White attributes to the strength of Apple's (AAPL -0.6%) fall product refresh. The Apple uber-bull reiterates a Buy and $1,111 PT. (previous)

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Comments (15)
  • pagreen1966
    , contributor
    Comments (661) | Send Message
    This does not surprise me at all. I have a friend who works in the London Apple store and he tells me he has never seen anything like the purchasing that is going on at the present time.


    This quarter is going to be an absolute blowout!
    10 Dec 2012, 05:22 PM Reply Like
  • 2MuchDebt
    , contributor
    Comments (406) | Send Message
    I don't know if it's going to be a blowout, but it will certainly be another strong quarter for Apple. Technicals and fear factor are driving the recent decline. Should be a good investment over the next year at these levels as the drivel is washed away.
    10 Dec 2012, 05:28 PM Reply Like
  • gdavidson1731
    , contributor
    Comments (159) | Send Message
    Are they just throwing out numbers. And when will we $1111. I assume there will be a bounce, but from how low?
    10 Dec 2012, 05:59 PM Reply Like
  • WisPokerGuy
    , contributor
    Comments (1355) | Send Message
    I've seen Brian White on CNBC several times and he is certainly the biggest of the "Apple Bulls". He had admitted that his $1,111 price target was kind of a gimmick, but stated on the air several times that he believe the stock can breach $1,000 easily. Time will tell. I hope he's right. But I'll say this, he has NEVER wavered from this projection. Not one time.


    His best Apple quote: "Apple in the low $500's is an early Christmas gift the market is giving the retail investor."


    Like someone else stated in this blog thread, even the analysts who are lowering their price targets have $750-800 estimates on the share price. That is still in excess of a 45% gain in the share price from today's closing. These Apple bears need to chill a little.
    11 Dec 2012, 12:30 AM Reply Like
  • sheeple2012
    , contributor
    Comments (203) | Send Message
    Dell also had a blowout 4Q in 2004...then the stock went from 42 to 9
    10 Dec 2012, 05:50 PM Reply Like
  • Jack Baker
    , contributor
    Comments (1284) | Send Message
    Dell, LOL, is no Apple.
    10 Dec 2012, 06:26 PM Reply Like
  • orpheus redux
    , contributor
    Comments (3) | Send Message
    Dell is not comparable. PCs are on the decline, largely due to companies like Apple. Tablets are destroying PCs and who has the greatest tablets? Apple. End of comparison.
    11 Dec 2012, 02:48 AM Reply Like
  • jswieter
    , contributor
    Comments (177) | Send Message
    I predict Apple will have the single largest jump in share price ever in early 2013. After all of the triage has been cleared out of the year end scramble facing many retail investors and trades. You can thank Obama and the Democrats for as much of the issues with Apple and the market as you can with the bad analysts and haters.
    10 Dec 2012, 06:09 PM Reply Like
  • dook
    , contributor
    Comments (67) | Send Message
    The main problems for AAPL are a bad image cultivated by bears and the media, and the immense profits stored up by many investors. With capital gains tax likely to go up, holders are encouraged to sell. With the end of the year or modestly before, the tax issue will go away, and the news that AAPL sales and profits continue on a strong upward path will restore AAPL to its former highly respected position.
    Even the Jefferies downgrade was with a target price of 800 dollars!
    10 Dec 2012, 06:46 PM Reply Like
  • Brandond
    , contributor
    Comments (499) | Send Message
    Any shop and analyst who puts out an estimate of $1,111 loses all credibility in my book. Cheap publicity stunt with the $1,1111; ever heard of rounding.


    I'm long AAPL but $1,111-c'mon.
    10 Dec 2012, 06:53 PM Reply Like
  • Tbub
    , contributor
    Comment (1) | Send Message
    And AAPL down from $700 to $529. Would you have said c'mon to that. It is anybodys guess and pick what you want. C'mon.
    11 Dec 2012, 01:53 AM Reply Like
  • harryjack
    , contributor
    Comments (568) | Send Message
    Brandond - are you calling Amazon and Google analysts not creditworthy? AAPL at at GOOG PE is an $1100 stock -not counting cash! AAPL at AMZN PE is, let me get my calculator, is a $78,000 stock. This article speaks the truth. Buy some naked 2014 LEAP naked calls and thank me later.
    11 Dec 2012, 01:45 AM Reply Like
  • kirbar777
    , contributor
    Comments (2) | Send Message
    With all the controversy about this company, there really is not another company like it on any exchange. It is a class by itself and has plenty of growth left in it. The loyalty of the customers alone will bring the price up
    11 Dec 2012, 02:49 AM Reply Like
  • samitch
    , contributor
    Comments (24) | Send Message
    I am a very accomplished marketing consultant specializing in
    strategic marketing communications .........


    My comment is a major " DITTO " for the two previous comments
    by pagreen and muchdebt !!!!!!!!!!!
    11 Dec 2012, 02:50 AM Reply Like
    , contributor
    Comments (404) | Send Message
    Who cares about 1111.What's wrong with 750.Someone SHOULD rein in these analysts and make them accountable for crazy numbers.Would love to see an AAPL blowout quarter,but it doesn't seem that anything satisfies "the street" when sentiment is this bad.Fear is overcoming greed at the moment.That's good for people wanting to accumulate AAPL here.
    11 Dec 2012, 03:12 AM Reply Like
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