Tag Archives: internet

Shopify Issuing Shares? No surprise there!

I’ve seen this movie over and over again.  A stock rages upward, and instead of letting investors simply enjoy the ride the company has to ruin it by issuing (diluting) more shares.  This is just the first volley – expect … Continue reading

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Technology Stocks – when to get in again!

Making decisions about when to top up (and get back in) during brief panic episodes is difficult. Deep down we know we’re supposed to ‘do the opposite’ but fear gets in the way.  This is why some excellent fund managers … Continue reading

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You buy Shopify; I’ll buy Methanex

Okay, which of these two charts do you like best?  I’m thinking it’s no contest right? You want the Shopify?  I’m not at all surprised.  But charts like theirs scare me.  Valuations like theirs frustrate me (300X annualized earnings).  The … 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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