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Michael Blair
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I retired as CEO of an Automotive Parts supplier, and manage an investment portfolio for myself and family. I have a BA in History from Royal Military College of Canada and an MBA from the University of Western Ontario. My first career was as a fighter pilot in the RCAF, and, following my MBA I... More
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  • What Mobile Platform To Do You Consider To Be The Best?

    Phonedog.com had a recent poll on smartphone operating systems. They asked the question "Which mobile platform do you consider to be the best?

    (click to enlarge)

    Source: phonedog.com

    The survey has been going on for one month and has had about 6,000 responses. Seeking Alpha readers should all take the poll since the mobile market of the future will undoubtedly reflect consumers' preferences for not only the devices but also the platforms they run under.

    I took the poll and selected the Windows platform. No surprise to most of you - it was not the platform of choice for most who replied.

    If the poll has any guidance, it should assist readers to decide whether to buy, hold or sell short Apple (NASDAQ:AAPL); Google (NASDAQ:GOOG); Microsoft (NASDAQ:MSFT); or, BlackBerry (NASDAQ:BBRY).

    Register your vote. Then post your comment. I won't spoil the fun but the poll showed one platform with 65% of the votes; one with 22% of the votes; and, the other two were "also ran's" with less than 10% of the votes in each case.

    In the long run, the best investment in this space may well be the company with the most respected platform, whether deserved or otherwise.

    As most of you know, I have a very small long position in BBRY and have a short position in AAPL. Neither has worked out well to date.

    Disclosure: I am long BBRY. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

    Additional disclosure: I have a short positions in AAPL

    May 20 8:00 AM | Link | 6 Comments
  • Some Days You Have The Wind At Your Back

    The universe is unfolding as it should today.

    (click to enlarge)

    Disclosure: I am long PGH, LSTMF, DRGDF, IAG, COSWF, PWE, ERF.

    Additional disclosure: I am short CRM, CP, WHR, AAPL

    Tags: CRM, CP, WHR, PGH, LSTMF, AAPL, DRGDF, IAG, COSWF, PWE, ERF
    Apr 23 12:45 PM | Link | 33 Comments
  • There Are Cheaper Alternatives To The Cheapest iPhone.

    The iPhone 5C and the Moto G. About the same performance but a substantial difference in price. Both prices are without subsidy.

    Moto G

    iPhone 5C

    My daughter loves her Moto G. She liked her iPhone 5C as well. she reports a preference for the iPhone but after it was stolen and she replaced it with the Moto G she is totally satisfied with the Moto G and will not pay up for another iPhone.

    Disclosure: I am short AAPL.

    Apr 14 10:29 PM | Link | 8 Comments
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