Amit Daryanani - RBC

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Last quote by Amit Daryanani

We believe AAPL's current stock price creates an attractive entry point for investors to benefit from its ability to return to revenue and EPS growth in FY17. AAPL has potential to achieve a $1.0 trillion dollar market cap and even surpass that over the next 12–18 months. In aggregate, we see a scenario where in FY19 AAPL sustains $12+ EPS and, assuming the valuation frameworks remains stable/improves, it should get AAPL stock toward $192–195/sh, which would equate to market cap > $1.0 trillion.feedback
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May 22 2017 IPhone
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Amit Daryanani is associated, including Apple and Google. Most recently, Amit Daryanani has been quoted saying: “We believe AAPL's current stock price creates an attractive entry point for investors to benefit from its ability to return to revenue and EPS growth in FY17. AAPL has potential to achieve a $1.0 trillion dollar market cap and even surpass that over the next 12–18 months. In aggregate, we see a scenario where in FY19 AAPL sustains $12+ EPS and, assuming the valuation frameworks remains stable/improves, it should get AAPL stock toward $192–195/sh, which would equate to market cap > $1.0 trillion.” in the article Here's how Apple's stock can get to a $1 trillion market cap in 2018: RBC Capital.
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Amit Daryanani quotes

That's not to say Trump won't go after Google at some point.feedback

The Trump administration seems to be more pro-industrials, pro-building, pro-manufacturing and significantly less favored towards technology.feedback

In our view, IBM represents the best mix of technology businesses in the enterprise segment. However, top-line growth should remain limited near term. ... Overall, we think investors should remain on the sidelines until better signs of positive revenue growth emerge.feedback

We think the replacement cycle for iPhones has stretched to 27 months versus 23 months (two years ago). Strategies like iPhone upgrade program and iPhone 5SE are levers to shrink the replacement cycle and make the product more accessible to the price-conscious segment of the marketplace.feedback

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