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Time for Investors to Get Out of Apple?

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  • Description

    A&G Capital President Hilary Kramer on the outlook for Apple.

  • Duration 4:15
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Publication -- -- apple reporting first quarter earnings after the closing bell today.

And despite record sales the stock plummeting after hours take a look at this are down more than 10% -- -- 53 bucks.

Now what do you only individual shares or not -- want to pay attention because its chances are mutual fund you own -- that's an apple.

Joining me now equity strategist and investment manager Hilary Kramer she's the president and CIO of ANG capital and the author of the book you gotta read this.

The little book -- big profits from small stocks which -- talking about big stocks today.

What I need to know what did you see -- that apple report that caught your attention.

The profit margins to these famous operating margins that were so -- -- -- six percentage points to 38 point 6%.

That's a really bad sign because -- -- he ended -- day.

Apple is that technology hardware company.

And traces are dropping.

In the company has begun this downward spiral we haven't seen the low yet I'm Carrie -- -- they sold 47 point eight million iphones.

And that's a record for them why is that wrong.

Because the price on iphones the older versions.

Those are dropping the sales weren't as robust as expected and -- cross the board.

From -- -- I pants pockets there was cannibalization.

The average price dropped.

It's about pricing and for the first time apple has showed the investment community that they're not going to keep beating on the numbers.

Well that's a very big move and it's going to be interesting to see.

If apple continues to lose moment -- trade -- investors should know don't try to catch a falling knife.

That really applies in this critique this is -- -- you wouldn't buy on the way down.

You wouldn't -- it let it let it continue to drop and apple -- base.

New opportunity to get back -- -- on -- pure valuation level.

-- is.

A cheap company but it's also getting cheaper because of these margins to other -- -- want to talk to you about -- that have earnings coming out tomorrow and next week Microsoft and Yahoo!.

Let's start with Microsoft to buy sell world.

Buying Microsoft before those earnings -- -- afternoon.

-- -- -- Because what we have.

Windows eight which -- when he seemed disappointed in.

But I think we're going to see that enterprise software and other areas of Microsoft including their hybrid cloud businesses.

Will do well and Microsoft hasn't really cheap stock at around 27 dollars is eight dollars of cash should change -- about.

Six dollars times this year -- earnings Microsoft could survive this could really salary -- practical question here though with Microsoft.

They don't have but it's -- -- with the technology stock after all.

I know but Microsoft.

Is so unpopular it's so -- -- right now.

And there's opportunity for Microsoft to go to go up -- dividend yield.

And there's an opportunity there for -- for those who are looking for solid companies for their portfolio got him.

Bad numbers bad metrics around the off -- that page views across all the core properties.

Email clients we continue to drop you don't want to own Yahoo! ahead of Monday's.

Earnings after the bell the other problem with Yahoo! a lot of the support in the stock of Yahoo! -- to do with excitement around the CEO there.

But right Marisa -- might actually -- industry.

All right I just -- return for a second to apple because I -- a lot of people out there you probably think K I don't own apple I own mutual funds I'm not worried about my portfolio.

Look at the end of the day you why don't apple take a look at these numbers.

These are portfolios that -- 19%.

20%.

Of their find.

Is invested in this single stock likelihood is high for you out there that you're over invested an apple not under invested -- -- take a look tonight.

Go to one of the web sites that can do fund analysis for you Morningstar find out how much of your portfolio.

Much of your retirement is exposed -- can't -- -- at the end of the day.

You do yourself a big favor by making sure that you're -- you don't have too much of your money too much of your retirement.

An apple shares or anyone share of any -- for that matter.

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