Talking Numbers

Should You Follow Icahn into Apple?

Talking Numbers

What’s your ideal dinner party? Well, this one sounds good to us.

CNBC's David Faber is reporting that Bllionaire Investor Carl Icahn and Apple CEO Tim Cook are set to meet on Monday, September 30 and will presumably talk about Apple’s share buyback program.

(Watch: Icahn & Cook to meet Monday)

Icahn announced the meeting back in August via twitter saying, “Spoke to Tim. Planning dinner in September. Tim believes in buyback and is doing one. What will be discussed is magnitude."

While Icahn's stake is small on a percentage basis, his influence is sure to resonate with both the board and investors. Still, the massive success of the recent iPhone might offer Cook a little breathing room.

(Read: Apple iPhone numbers--more than meets the eye?)

So while the investment world waits to see what happens when these two titans break bread, Talking Numbers only has one question: should you follow Icahn into Apple?

Check out the video to see Richard Ross, of Auerbach Grayson, and Ron Dottin, of RBC Capital Markets, make the call.


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