Tag Archives: GOOG

Enough of the Marissa Mayer love fest

Posted on March 6, 2013 by

Seriously. I’ve never met Marissa Mayer, and based on the few times I’ve heard her present she might very well become a great CEO… but we are talking about $YHOO here. Of course some of $YHOO’s stock rise (from ~$15.50 … Continue reading →

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A $RIMM BB10 Trade

Posted on January 16, 2013 by

I wrote about $RIMM when it was trading at $7.50 – Is RIMM cheap enough? – and opined that the stock had another $1.25 in downside. The stocked bottomed two months later at $6.22 and has over doubled since, to a … Continue reading →

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Mobile Wars

Posted on November 7, 2012 by

When it comes to Mobile OS (operating system) strategies, $AAPL & $GOOG are on two extreme sides of the spectrum. $AAPL’s iOS is a closed ecosystem. They do not allow other companies to use their software in their products. They … Continue reading →

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$MSFT $INTC Pairs Trade

Posted on October 10, 2012 by

If I had to bet the future direction of “dinosaur tech”, I would guess lower. Tablets & smartphones have been and will continue to cannibalize PCs. It’s very hard to dispute this fact. Winners & losers have been clear. Look at $AAPL, … Continue reading →

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iPhone 5: Apple’s inflection point

Posted on September 21, 2012 by

The more I read about Apple’s (AAPL) new iPhone 5, the more convinced I become, that for investors, this product will decide the direction of AAPL’s next 300 points. This isn’t about a single product. The sales of the iPhone … Continue reading →

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Netflix, meet Porter

Posted on August 24, 2012 by

I can’t think of another multi-billion dollar company that has as many basic fundamental problems as much as NFLX. (I’m not referring to last week’s article on NLFX’s Off Balance Sheet concerns. We’re talking about real basics here.) Netflix, meet … Continue reading →

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Leave it to the Pros

Posted on July 27, 2012 by

It is typically a great day when you see a company whose stock you own announce that they are being bought out. Most takeovers are done at a premium to where the stock was trading, and typically the stock instantly … Continue reading →

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Is RIMM cheap enough?

Posted on July 2, 2012 by

RIMM has been the epitome of a Value Trap. It will undoubtedly become a great business school case study. If you have been following me on twitter, you would know that i have been bearish on RIMM for years, and I still … Continue reading →

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