Tag Archives: research in motion

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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Shareholder Activism or Terrorism? The Line is BLURRY

At least 20 years ago, I was a director of our local CFA society, in charge of corporate governance which of course was very early days in the evolution of increasing expectations concerning the accountability of senior management. I recall … 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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