Author Archive for miked
Research in Motion’s iPhone Killer Take 3
On Research in Motion’s last earnings call, June 24, an analyst asked the following, “Can you give us a sense of magnitude on new products and how much are they impacting the August quarter? How much of that is taken into the guidance?” Jim Balsillie, CEO, said “…definitely some of this stuff is planned for [...]
Rationale Behind My Dell Short
I shorted DELL on 7/14. After Friday’s 4% sell off, the position is looking good. Here is my rationale behind the trade.
Apple Haters Wanted Jobs to Fall on His Sword – Instead They Got a Sharp Stick in the Eye
There have been fans and non-fans of companies for years – Apple, Google, Microsoft all have their Fanboys and Haters. However, I believe the advent of blogs and services like Twitter – have taken it to a new level. These technologies make it easier for people to express their views and few are shy about [...]
Google Takes on Apple For the People
Apple’s iPhone is the undisputed king of smartphones, but there is a swelling sentiment that Google’s Android platform may steal the crown in the end. Baron’s
When Apple was the underdog and was having sand kicked in its face, everyone rooted for it. Now that the company is doing some of the kicking – many [...]
How About a Microsoft and Research in Motion Partnership?
I believe that in June 2009 the smart money started putting the pieces together. It was the first of a string of disappointing earnings calls for Research in Motion (RIMM). Since then, its stock price has been sliced in half. RIMM’s shareholders believe that the sell-off has been overdone. The company itself believes that as [...]
August 28 is a Key Date for RIMM Fans
I hang out on StockTwits a lot. It’s a great community for active traders. A large majority of the people I follow are technicians - head and shoulders, wedges, gaps and all of that good stuff. I love technicals, but I incorporate fundamentals into my analysis as well. I am not really into the traditional stuff [...]
Jim Cramer’s Data Adds Meat to My iKiller Thesis Bones
A misguided notion that somehow more is always better.
The tech heads continue whining about missing features in Apple products. No Flash support. No multi-tasking. No this. No that. I was an engineer. I have a BSEE and MSEE. Trust me – there has never been a product released, in history, where an engineer didn’t want [...]
World Spotlight on South Africa – Next Up Brazil
Several years ago I read Goldman Sachs’ research paper on the economic potential of the BRICs (Brazil, Russia, India and China). Since then I have devised different investment strategies to capitalize on this trend. Search my archives for numerous posts on this topic. Recently two additional catalyst have caused me to shift my focus primarily [...]
AT&T Joins the List of iKIllers
I could only chuckle a few months back when a guy called me an Apple Fanboy. I am sure that many who have read my blog or tweets have thought this in the past, but this guy called me out. Well – the facts are the facts. From 5/31/07 to 5/31/10, Apple’s stock is up [...]
Are You a Discretionary Trader?
Dr.Van K. Tharp is a widely recognized trading coach and author. Several years ago, I read two of his books Trade Your way to Financial Freedom and Safe Strategies for Financial Freedom. To this very day I still employ his strategy of combining risk management and position sizing.
I received the email below from him this week. [...]
