Tag Archives: rim

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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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, Short Selling & Slavery!

I’d like to begin by highlighting an excellent comment that was recently posted by Richard – the comment was concerning an older post entitled “Short sellers are the muggers of the financial industry.” “cheers Mal – hey your comments on … 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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