Tag Archives: iPad

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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