Tag Archives: technology

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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Markets, jobs – wild ride in ‘momentum’ economy!

Let’s talk about momentum in markets first, and then get into the philosophy of ‘growth’ for growth’s sake and it’s impact on the job markets and on the economy. If we look at what’s driving stocks right now, it’s all … Continue reading

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Is Linkedin (IPO) really tuned in? Is there a tech disconnect?

LinkedIn Corp’s <LNKD.N> shares more than doubled on their first day of trade last month. The hype seems to have worn off some since the IPO.  There are some cynics who figure that it was just a big one-off shenanigan – nostalgia for the … Continue reading

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MARKET CORRECTION — The day after you buy stocks!

FORECAST – Sunny with Chance of Showers I was asked to speak at the Alternative Investment Conference in Calgary over the weekend. As you know, I don’t believe in predictions (for reasons covered at length in my new book); I … Continue reading

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Apple iPad2 vs Blackberry Playbook, Apple vs RIM, Commodities, Supply & Demand

What makes these crazy people lineup for a new iPad2 when they absolutely KNOW it will sell out before they get to the counter? I’ve a few lessons to share in today’s commentary. People (like yours truly) are nuts.  I … Continue reading

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Scorecard for Stock Markets, Economy & Financial Press

This quote is from my new book (available in bookstores but might have to order it, or you can get it online at Amazon): “The stock market will begin rising even before the economy has reached the bottom. I’ve mentioned … Continue reading

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