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Long a buy and hold investor, I now believe that buy and hold has to be re-evaluated in a world of ever increasing, instant information and huge gyrations in markets all over the world. A value investor at heart, I anchor my portfolio with conservative funds and blue chip dividend stocks, but... More
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Retirefund
  • A Marriage in the Mobile Web space could produce the power couple of power couples! 0 comments
    Dec 9, 2010 9:59 AM | about stocks: MSFT, BBRY, AAPL, NOK, GOOG, WIN.TO, WEBB, VZ, ATT, RCI, BLS, CHL, VOD, NTT, TEF, XLK, PSCT, QQQC, IYW, IYZ, IGM, IGV, IXN, MTK, PDP, PTF, ROM, LTL, REW, TLL, RYT, SCHX, IPK, IST, VGT, VOX
      Marriages, by their very nature, can be rocky relationships. Arguments, diversions and power trips, money problems and hurt feelings can result in an ugly divorce.

    Marriages can also bring together soul mates who bring out the best in each other, and all those around them, while producing strong offspring and enhancing their neighborhood and their community.

    Image representing Research In Motion as depic...Research in Motion (RIM-TSE) has been somewhat of a scorned bride this year.  The investing public used to be entirely enamoured of her technology charms and her extensive cash dowry, but of late, there have been money problems (share price drop).

    There have been arguments over security issues (Governments, especially in the Middle East unable to seduce her technology or gain entry)

    Opening day CTIA Wireless & Entertainment in S...There have been Diversions and Power trips by her CEO, Jim Balsillie, trying to buy an NHL team which have resulted in hurt feelings by her shareholders.

    Many businessmen and women around the world still love this lady. They Love her sleek, fast  and very secure technology. They love the fact she has been much more dependable than many ladies of the night who have come and gone. When she gives her word, it is as good as gold.


    There have also been, seemingly more beautiful brides, dancing in her space (Apple, Nokia, Google) and gaining the eye of investors who are always looking for the next top model. Those beauties are destined to be single (and successful)  for some time, but I wonder if Miss RIM may be in the market for a soul mate who could boost her persona and give her the heft she needs to propel her once again to the pinnicle of the technological high society she once reigned over.

    When real beauties are walking the boardwalk, you can rest assured that there are a number of big Galutes waiting in the wings, to ask them for a date, ask for their hand in marriage, or just watch and wait for their chance to speak to her.
    Image representing Steve Ballmer as depicted i...Im not saying that Steve Balmer is a big galute (even if you do have that image in your head) however, he would be an absolute fool not to, at least consider, asking this girl out, if not to propose outright.

    He has tremendous financial and technological resources, and he wants desperately to dance in the mobile web space. If he asks this beauty onto the dance floor, sparks could really fly, and the rest of the top models could be left in the wings, or at least be pushed aside, while the power couple of power couples take up most of the room.

    We will be keeping such possible marriages in mind for our Retirefund of 2011, especially if the bride stumbles to a share price of say, the low $50 range.  Maybe she wont stumble at all.  Maybe she will waltz right up to the big galute, step on his toes, and whisper sweet, wonderous possibilities, into his ear.

    If he is smarter than he looks, he will get down on one knee, get out a huge diamond ring, and beg this true blue lady to enrich his life.

    MS RIM.  hmmmmm.....

    HP

    disclosure: no positions

    retirefund.blogspot.com/2010/12/marriage...


    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.
    Themes: zcn-tsx Stocks: MSFT, BBRY, AAPL, NOK, GOOG, WIN.TO, WEBB, VZ, ATT, RCI, BLS, CHL, VOD, NTT, TEF, XLK, PSCT, QQQC, IYW, IYZ, IGM, IGV, IXN, MTK, PDP, PTF, ROM, LTL, REW, TLL, RYT, SCHX, IPK, IST, VGT, VOX
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