RIMM Forum Topics
- All Comments on RIMM
- General Discussion on RIMM
- iPhone Can Replace Laptops for Majority of Computer Users [view article]
- Research In Motion's Pullback is an Opportunity [view article]
- NextWave Wireless: Benefiting From Blackberry Enabling HTML In Emails [view article]
- RIMM versus AAPL: Which Stock Would You Buy For Your Investors? [view article]
- 20 Guidelines for the Individual Investor [view article]
- Getting It Wrong: Analysts Contribute to the Current Downturn [view article]
- Nokia: Bargain of a Lifetime - Barron's [view article]
- RIM Misses Estimates; Palm’s Revenue Also Down [view article]
- Foreign Markets Power Top Tech's Growth [view article]
- Research In Motion's Dream Run Comes to an End [view article]
- Foreclosure Stimulus to Boost Tech's Four Horsemen [view article]
- Consumers Will Benefit From Smartphone Battle [view article]
loading ...Recent RIMM Articles
- iPhone Can Replace Laptops for Majority of Computer Users
- NextWave Wireless: Benefiting From Blackberry Enabling HTML In Emails
- Research In Motion's Pullback is an Opportunity
- Commodities Cool Off - Fast Money Recap (7/7/08)
- 20 Guidelines for the Individual Investor
- Getting It Wrong: Analysts Contribute to the Current Downturn
- Foreign Markets Power Top Tech's Growth
- RIM Misses Estimates; Palm’s Revenue Also Down
- Research In Motion: Increased Spending Should Produce Benefits Later in Year
- Consumers Will Benefit From Smartphone Battle
- Full List of Articles »
Lutz
Nokia: Bargain of a Lifetime - Barron's [view article]
Interesting article. Even though Nokia is trading at 9 times 2009 earnings I don't know if it's really that great of bargain. There is an operating system in the mobile market between strong competitors like Microsoft, Google, Apple and RIM who are making huge bets in this area. I don't know if I Nokia has the know-how or resources to compete with these firms. As Microsoft showed us in the desktop market, making the gas that fuels the boxes is a much better option...That is not the Nokia's advantage right now ReplyNokia: Bargain of a Lifetime - Barron's [view article]
Lower end cellphones are commoditized and this is chewing into Nokia's income statement. While RIMM and AAPL are fierce at the high end. Also global consumers already in a squeeze, know the prices are dropping each year, and simply delay purchases. Nokia might end up in the Motorola situation. ReplyNokia: Bargain of a Lifetime - Barron's [view article]
Thanks Egg...I like your style.We do need to hold analysts accountable for hyperbole. You might have also added that 9x earnings is not necessarily cheap...and certainly not "Bargain of a lifetime" cheap. Reply
Nokia: Bargain of a Lifetime - Barron's [view article]
"Bargain of a lifetime?"How old is that analyst Veverka??? Is he too young to remember when NOK traded at ~$3 in the mid-90's, or even sub $15 just a few years ago.
He may think it's a good buy now, but good gawd, no reason for him to use silly (easily refuted) hyperbole to make his case. Reply
Are Dividend Growth Investors Idiots? [view article]
Oh, now that's a little disingenuous. Lynch was a fund manager with a vested interest in managing your money. Buffett well, he's as much a private equity buyer as anything and had an enormous float cache from his insurance companies to buy from so he could act opportunistically whenever he felt like it. Interestingly, he wound up buying a bunch of companies I'd invested in Dairy Queen, Franchise Finance, Fruit of the Loom and a couple of others which robbed me of a good long term investment. :-)If you're buying, you should be buying after that 50% loss. The truth is, Peter Lynch as a fund manager could not have stayed in his post being brilliant if he either didn't trim losses quickly OR averaged down so much that he could help but show a gain a few months/years later. I don't know if I'm sold on averaging down, I'd rather dump out at 8% max and then if the thesis on the company is still solid but just had a one time "event" i.e. a strike or power failure at aplan or other such issue that gave me a better opportunity to buy cheaper, much cheaper with capital I've preserved. Best to all.
On Jun 21 10:05 AM silverwolf wrote:
> hi Lynn, I just wanted to point out what Peter Lynch and Warren
> B. reminded investors in the past. If you can't watch your stock
> fallling 50% of the value and have to sell it, then you can't be
> a investor in stocks. If you hold a quality company and the stock
> drops in price without serious flaws in business fundamentals then
> you should hold on to the stock regardless price drop. Otherwise
> you will continue to lose your capital. If you look at most high
> quality stocks that kept going up in the past in the long term, most
> of them fluctuate about 50% from year's highest to year's lowest
> price. If you decide to sell because it dropped 8%, you are just
> going to lose your capital on a really good stock, assuming you did
> your homework in picking strong business fundamentals. Reply
Research in Motion's Bad News May Be Very Good for Investors [view article]
RIMM appears significantly overvalued compared with apple and HUGELY overvalued compared with Nokia, using metrics such as P/E and EV/EBITDA. Apple has no debt; RIMM and NOKIA have low debt/equity ratio. Nokia is a market leader and looks like a buy to me. RIMM looks like a short, AAPL looks like a watch or hold.Disclosure: no position RIMM, NOK or AAPL. Reply
Foreclosure Stimulus to Boost Tech's Four Horsemen [view article]
Shopping until they are dropping, eh?Where will they get the credit for the pricey iphone contracts?
I see more upside for Ebay, when they all try to sell off stuff to pay for the moving expenses and security deposits. Reply
The Current Market: Investors Lack Fear [view article]
All this talk about the market "bottoming" entertains me. It seems so obvious that we have passed "peak oil" for cheap, light sweet crude. Oil is a declining resource like gold and the price will increase for the rest of time. The American stock market cannot survive with the price of oil at these levels. The entire auto complex is going to be cut in half. This is going to put millions of people out of work. Ditto for the airline industry. I think most stock prices need to be cut in half for them to make sense in a world built on $30 oil which is being force to live on $130 oil. ReplyPossible Bounce Plays: PetroBras, RIMM, GE, Boeing, Rockwell Automation [view article]
Overheard at county fair in Lafayette County, WIFarmers are going to replant flooded areas. Even with reduced yields at 50%, they still will get more with the higher corn prices now. We're seeing a lot of replanting.
Reply
The Current Market: Investors Lack Fear [view article]
interesting question and topic, relation of fear levels to bottoms, etc -plus how does one measure fear accurately in relation to market action (i hadn't even thought of that, just figured you guys had the indexes / charts to measure that all figured out :-)
certainly something to be aware of
more certainly, something i need to learn more about
Reply
The Current Market: Investors Lack Fear [view article]
Investors should be fearful.The recent action of the markets with the DJIA and breadth making new low, confirm the weak economic data I have been posting for over a year. Even after the tax rebate , consumption is concentrating in essential items as Food & Energy vs Discretionary items.
The ratio of these two series continue to rise indicating more economic weakness.
See
wrahal.blogspot.com/20...
Reply
Research In Motion's Dream Run Comes to an End [view article]
how can anybody be this stupid? Apparently, not all reporters are able to read a balance sheet. ReplyForeclosure Stimulus to Boost Tech's Four Horsemen [view article]
Wow, I don’t think there's a lot of ‘street sense’ showing up in here about how real people behave outside of economic theories and Wall Street. Yall sound like well-healed owners who haven’t rented recently or never experienced a foreclosure during a recession and inflation.Rents have risen significantly in a many markets. Pre-2008 rent price data is worthless in some areas. When homeowners become involuntary renters, they typically also pay monthly to store tons & rooms of stuff, an expense that doesn’t show up as an apartment rental expense. Mentally, going thru the 4-6-12 months of stress and drama of losing a home just doesn’t equate to impulses to cheerily upgrade every dang gizmo gadget in response to the newest ad. Ice cream and DVDs and music downloads might be the more likely impulse buy to cheer-up sagging spirits.
And only gadget upgrades out of necessity are what they will do, these teeming thousands of stressed-out ‘new’ renters penned-up in crowded apts built of cheap materials that they aren't allowed to fix, repair or upgrade. They're also stressed because the only apt they could get is even FURTHER from the schools, jobs, services they need, and now they have to spend more on gas. Not really a marketer’s dream when peddling the next generation of a gadget people already own.
And finally, most sub-primes are not so savvy as to not make whatever pmts they can while vainly negotiating even after the NOD...many also move out far in advance of a sherriff’s arrival. Maybe more Alt-A foreclosures are savvy enuff to save while waiting out the process. Ditto for the primes, maybe. The house flippers and speculators usually are juggling so many financial mis-haps that i dont think they're accumulkating savings during the foreclosure period.
OK, I just described how human beings typically behave in a foreclosure. Who are u guys describing?
Reply
Oil Rises, Dow Falls - Fast Money Recap (6/26/08) [view article]
I know someone's always looking for an article idea, so here's one. Find out what on earth the energy stock WES is all about? All insider buying, no selling, Andarko buying. Analysts now making recommendations of buy, on a stock with no news. No news ever. Mysterious indeed. $17/share. ReplyThe Current Market: Investors Lack Fear [view article]
kotika98.....makes sense to me. Reply