Having My Doubts about NFC in iPhone 5

Written by on March 20, 2011 in Stock Talk with 3 Comments
Having My Doubts about NFC in iPhone 5

Near Field Communication, or NFC, is a set of short-range wireless technologies, typically requiring a distance of 4 cm or less.  Huh? NFC is what all the cool kids are talking about.  It is a technology that allows a device, usually a mobile phone, to collect data from another device or NFC tag at close range.  It […]

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Qualcomm’s Revenue Ready to Spike

Written by on March 13, 2011 in Investing with 1 Comment
Qualcomm’s Revenue Ready to Spike

I started buying Qualcomm’s stock in September for this very reason: the 3G radio (iPad2) represents yet another big win for Qualcomm. The 3G chip is the same one used in Motorola’s Xoom tablet, and in the Verizon version of Apple’s iPhone. That’s pretty big props (not to mention volume). Information Week It is a […]

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How to Use a Lame-Ass Analyst Call to Get Paid

Written by on March 13, 2011 in Investing with 3 Comments
How to Use a Lame-Ass Analyst Call to Get Paid

I scream at my computer screen a lot.  It’s something that I’m working on.  However, when I saw the following – I couldn’t scream; I couldn’t yell;  I was flummoxed. 10-Mar-11 08:08 ET ARM Holdings drops 5% in overnight trading; hearing weakness attributed to comments out of JP Morgan saying the co is most at […]

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Why I’m Not a Buyer of Google’s Stock

Written by on March 6, 2011 in Investing with 10 Comments
Why I’m Not a Buyer of Google’s Stock

Since the release of the iPhone in 2007, I have focused a large percentage of my investing dollars in stocks in the mobile industry. Initially, I traded the device makers Apple, Nokia and Research in Motion.  My love (mostly) hate relationship with RIMM is well documented on my blog. After reading the Morgan Stanley Internet […]

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iPad Copycats Just Don’t Get It….

Written by on March 2, 2011 in Stock Talk with 4 Comments
iPad Copycats Just Don’t Get It….

The tablet “non-war” is becoming a rout. Research in Motion:  Jim Balsillie, CEO of Research in Motion, in December said that RIM is “just well ahead on the PlayBook, well ahead internationally, and extending very very well.” [My 2 cents: Ridiculous statement considering that RIM hasn't shipped one unit and that Apple will be shipping the second […]

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How to Outperform the Smartphone Index

Written by on February 27, 2011 in Investing with 5 Comments
How to Outperform the Smartphone Index

The advent of ETFs have been a great addition to the trader’s toolbox.  I find them quite useful when looking to quickly gain exposure to a trend of interest.  One of my favorite trends is the growth of the middle class in emerging markets.  As their wealth increases, consumption of items such as autos, housing […]

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Danny Ainge Did For LeBron James What No PR Firm Could Do

Written by on February 26, 2011 in Uncategorized with 1 Comment
Danny Ainge Did For LeBron James What No PR Firm Could Do

I interrupt the stock talk to talk NBA hoops for a minute.  Let me start by taking back all of the bad things I said about LeBron James.  I am officially resigning from the LBJ hater’s club.  Danny Ainge just gave the green light to every basketball player in the NBA to put “me” first. I moved […]

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Mobile Stocks That Got Game

Written by on February 21, 2011 in Stock Talk with 2 Comments
Mobile Stocks That Got Game

According to the Urban Dictionary, a “baller” is one whose status in society has been earned by one’s possession of “game.”  Back in the day, with the game on the line everyone knew Michael Jordan was going to take the last shot – but there was nothing anyone could do about it. That’s a baller. […]

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