AAPL a Morgan Stanley Top Pick - MOSK: 02.23.2023

Mac OS Ken

Ken Ray

Mac, Computers, Technology, Ipad, Tablets, Phones, Iphone, X, Apple, News, Smart, Os, Smartphones

4.8 • 972 Ratings

🗓️ 23 February 2023

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- Morgan Stanley Makes AAPL “Top Pick” for 2023 - Counterpoint Research: Apple Watch Drove Smartwatches Higher in 2022 - UBS Notes Lack of Marketshare Growth for Apple TV+ Among iPhone Owners - Jon Stewart Goes Live Tonight on YouTube - Sponsored by SimpliSafe - Get a free indoor security camera plus 20% off with Interactive Monitoring at SimpliSafe.com/macosken - Looking for The Mac Observer's Daily Observations Podcast? Put this link in your podcatcher of choice: https://www.macobserver.com/rss/dailyobservations_mp3.xml - Power what we do next for as little as $1 a month. Join the Mac OS Ken Test Kitchen at Patreon at Patreon.com/macosken - Send me an email: [email protected] or call (716)780-4080!

Transcript

Click on a timestamp to play from that location

0:00.0	This is MacOS Ken.
0:08.8	Morgan Stanley doubles down on Apple.
0:11.4	Apple Watch drove smart watches last year and examining growth for Apple TV
0:17.0	Plus, it is Thursday the 23rd of February, 2023. I'm Ken Ray and this is news from Maco West Ken brought to you
0:29.2	by yours truly and sponsored by Simply Safe.
0:33.0	Get a free indoor security camera plus 20% off with interactive monitoring
0:38.0	at simplysafe.com slash Maco-S can. This show is also supported by people like you patrons
0:49.8	through Patreon find out more and add your support at Patreon.com slash Maco
0:59.2	West Ken.
1:01.9	Wondering which is the best hardware stock to buy for 2023?
1:07.0	Well, we're talking about it here, so give you three guesses.
1:11.0	Apple En cider has word on a new note from Morgan Stanley that says,
1:15.4	It's Apple.
1:16.4	Oh, I'm sorry, did I give you enough time?
1:20.4	Carrying a theme launched by Katie Huberty years ago, Morgan Stanley's current crop of analysts
1:25.9	cites under ownership of Apple by institutional investors as one reason for the stock's
1:31.6	current price.
1:33.0	Additionally, the analyst site five idiosyncratic tailwinds
1:37.5	that should propel Apple shares over the next six to nine months.
1:42.0	They include re-accelerating growth for Apple Services, pen up
1:47.4	demand for iPhone 15, you heard me, an Apple AR headset, a possible hardware subscription service, and underappreciated gross margin.
2:00.0	Idiosocratic seems like a good word for that list.
	...

Transcript will be available on the free plan in -764 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Ken Ray, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Ken Ray and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.