This Stock Made Me Buy Again (And Again)

I can't halt buying Apple (NASDAQ:AAPL), and the astir caller 4th lone deepened my conviction. I added shares successful March erstwhile the banal dipped to $252.82, added again successful aboriginal April, and I expect to adhd much earlier summer.

At $273.43 with a trailing P/E of 34, the banal trades astatine a premium by classical measures. I inactive support buying. Here are the 3 reasons why.

Apple generated $53.93 cardinal successful operating currency travel successful a azygous quarter, a fig that roseate 80.14% twelvemonth implicit year. That shows a institution astir doubling its currency procreation portion already sitting connected $45.32 cardinal successful currency and equivalents.

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Management returned $24.70 cardinal to shareholders done buybacks successful Q1 FY26 alone, connected apical of $90.71 cardinal crossed each of fiscal 2025, and the committee authorized different $100 cardinal repurchase programme past May. Every 4th I hold, my portion of the institution grows without maine lifting a finger.

Revenue grew 15.7% twelvemonth implicit twelvemonth successful the December quarter, with EPS of $2.84 beating statement by 6.34%. iPhone gross deed a grounds $85.27 billion, up 23.3%, and Tim Cook described the request arsenic "unprecedented". Greater China, the portion everyone wrote off, jumped to $25.53 cardinal from $18.51 cardinal a twelvemonth earlier. That is the benignant of reacceleration seldom seen astatine a $4 trillion behemoth.

Services gross deed an all-time precocious of $30.01 billion, up 14%. The borderline illustration present is what gets me: Services outgo of income ran $6.46 cardinal against $44.03 cardinal for products successful Q2 FY25, a structural spread that pulls consolidated operating borderline toward 35.4%.

With the installed basal present supra 2.5 cardinal progressive devices, each App Store subscription, iCloud upgrade, and Apple TV+ signup feeds a recurring gross watercourse I americium blessed to own.

Trade disputes, ongoing tariff pressure, and the DOJ antitrust overhang tied to Google's hunt default payments could each meaningfully dent net successful a fixed quarter. That hazard has not changed my thesis due to the fact that Apple has delivered 8 consecutive net beats done precisely those headwinds, and the installed basal keeps expanding regardless.