Tag Archives: apple

TESLA will bring us World Peace? At this price it better!

Based on the stock price performance, we should expect Tesla to bring about world peace.  Exciting growth situations, and I’ve seen many of them in various industries over my long career, seem to defy gravity for extended periods of time. … Continue reading

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Jim Rogers stealing my thunder? GOLD!

I can’t help but admire anyone who rides a bike for long distances, and Jim Rogers is one of those who takes the cake. I met him in Scotland at the Chartered Financial Analysts Institute’s Annual Conference (2010). Although my … Continue reading

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RIM – stock-picking shame and salvation!

Finally RIM is getting some respect.  Today ScotiaCapital upgraded the stock to a sector outperform rating: “In our view RIM does not need to deliver the best selling smartphone in order to deliver an upside EPS surprise. And we believe … Continue reading

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AAPL Sauce – The downside of upside!

Back in July I published a commentary warning about the perils of following the herd into a much loved stock. The risk is not disimilar to my previous post concerning the current love affair of investors in general with bonds. … Continue reading

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Apple – starting to rot? RIM and Motorola been there!

Disappointing results from Apple this past quarter just may be an early sign of more rot to come .  Being more experienced as a portfolio manager has its advantages…if only because of the benefits of hindsight.  Sexy products have a lifecycle that … Continue reading

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Encana: it’s a gas! Good Management 101

Encana has been under fire from the investment community for some time now. In the past I’ve been critical of the pressure public companies have to suffer nowadays (see past posts on short selling, a short term obsession with ‘growth‘ … Continue reading

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Research In Motion, Short Selling & Slavery!

I’d like to begin by highlighting an excellent comment that was recently posted by Richard – the comment was concerning an older post entitled “Short sellers are the muggers of the financial industry.” “cheers Mal – hey your comments on … Continue reading

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