Tag Archives: research

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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Where to shove your Risk Budget!

I was watching business television and an articulate gentleman, the top dog for a rather large retirement fund, was the guest. Perhaps I’ve been living too long in a cocoon, but while discussing the current investment strategy of this large … 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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Ride the Kentucky Bourbon Trail – Investment Research?

I have friends who take great pleasure in discussing the latest wine releases, and some who have built temperature and humidity-controlled rooms in their homes to store hundreds of bottles of wine they’ve collected. More surprising, I recently read that … Continue reading

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Research in Motion TOP PICK? Is the guy whacko?

Who in their right mind would suggest Research in Motion as their TOP PICK for 2012? There’s no shortage of controversy to be sure surrounding the company. Yesterday I sat with good friends, man and wife, and SHE (Rayla) thought … Continue reading

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What every investment advisor WISHES he could say to clients!

If you don’t have a sense of humour, you should not be in the investment business.  I created the following video purely for your enjoyment.  You might be the investment advisor, or you might be the client, but in either … 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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