All Entries in the "Trends" Category
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 [...]
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 [...]
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 [...]
The Long Apple Short iKillers Trade is Working
To the dismay of Google and Research in Motion fans, my “Long Apple Short iKillers” trade is working. If you are not familiar with this trade read “How I am Playing the Smartphone Craze” to understand its origins. The thesis of the trade is derived from a quote from the Morgan Stanley Internet Report “New Companies often Win [...]
Long Apple Short the iKillers
I’m long Apple and short any company claiming to have a iPod, iPhone or iPad killer. That includes practically every gadget maker on the planet. I have quoted the following so many times I can almost repeat it in my sleep, “New Companies often Win Big in New Cycles while Incumbents Often Falter” – Morgan [...]
Four Mules of Mobile
I introduced my “Four Mules of Mobile” on StockTwits TV. These are stocks in the mobile space that IMO you want to avoid. If you have an affinity for the short side – you may want to take a shot. I make my pitch around the 6:10 mark.
Backgrounder:
Morgan Stanly provided a great service to investors [...]
The Apple Store is More Than a Store
Two weeks ago I went in to the Apple Store to do what else – check out the iPad. It was crazy. The place was mobbed. I had to wait 20 minutes to touch the magical tablet. Today, I was back there again. Just as packed as the last time. To my surprise no wait [...]
