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HBigham

HBigham
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  • Paulson, Bloomberg, Steyer: Global warming is risky business [View news story]
    The primary risk relates to the negative consequences of government decisions that have and will be made trying to solve a problem that does not exist and for which their decisions would not correct if it did exist.
    Jun 24 05:53 PM | 3 Likes Like |Link to Comment
  • Why BlackBerry Would Be A Good Acquisition For Cisco [View article]
    Good insight BugleBoy and nice to see an appropriate application of Biblical wisdom literature.
    Oct 8 08:19 PM | Likes Like |Link to Comment
  • What Brought BlackBerry To The Brink And Why None Of It Matters Anymore [View article]
    It is rare to read such a fair and balanced perspective on RIM and the wise and perceptive steps previous and current management have taken to re position the company for the long term. Nicely done and yes I am an owner of RIM shares and a user of their products and services.
    Dec 22 09:00 AM | 12 Likes Like |Link to Comment
  • RIM's Rise Likely For Takeover Talk And Not BB10 [View article]
    The business of supplying handheld computing devices and the software / network ecosystem on which they run is very young. I am an investor not a trader and it is because of my perception of RIM's long run potential that I am an owner of this business. If, as I do not expect, BB10 fails in the market then we have a different kettle of fish. I do not believe the board or management has any intention to sell this business as long as the perceived opportunities of BB10 success are in tact. What is in the mind of foolish short term traders is any one's guess and frankly it is meaningless.
    Dec 18 01:46 PM | 1 Like Like |Link to Comment
  • Research In Motion: The Blackberry 10 Can't Save This Stock [View article]
    As a RIM owner I actually find it encouraging that such lame cut and paste consensus pessimism is the best this writer could offer to convince us of his position. We all know that RIM has challenges but there are actually good reasons to think that RIM's current foundation, revived by the opportunities that QNX may bring, will be a potent force in future mobile device marketplace. The best presentation of the opportunities I have read is a report by Daniel Chan and John Magee of Scotiabank. If you can get a copy it is well worth reading.
    Apr 22 04:41 PM | 7 Likes Like |Link to Comment
  • Is There Asymmetrical Coverage Of Research In Motion In The Media? [View article]
    Thank for your excellent article Arnupam.

    I am very long RIM and you know I really don't care much about the current stock price. I do care what it will be in 18 to 36 months from now. I frankly think the value the market has put on RIM is quite hilarious and although I do wish I had bought my position at the current price I don't think management should be spending any of their attention on the stock price. They should be focused as they are on creating great new products and bringing them to market and then selling them effectively. The truth can only be suppressed for so long. When their new products are in the market (hopefully beginning in about eight or nine months) and if they are what RIM's market niche wants, the market share will rise in the US and continue to rise in the rest of the world. Then the stock price will rise back to an equilibrium point that properly reflects the value that this company brings to smartphone/tablet market. Like a lot of really important things in life it takes faith built on a foundation of solid reason to do well as an investor. Don't worry my fellow shareholders, be patient and intelligent investors and buy more shares if you can.
    Mar 23 02:44 AM | 2 Likes Like |Link to Comment
  • Rumor Mill: Who Would Buy Research In Motion? [View article]
    Russ is a rare straight thinker when it comes to RIM. Nice to see a commentator who actually thinks for himself and reads the financial statements of the companies he talks about.
    Mar 2 02:16 AM | Likes Like |Link to Comment
  • Is The Worst Behind It? An In-Depth Look At Research In Motion's Revenue [View article]
    Well I am impressed that someone purporting to know about RIM actually took a good look at their financial statements. The vast majority of commentary about RIM reads more like yelling from the stands at some sports event.
    Feb 29 12:15 AM | Likes Like |Link to Comment
  • Research In Motion: 3 Ways It Can Be Saved And Trade At $30 [View article]
    Rumors of RIM's "death" are an american-centric myth. The company doesn't need "saving" and it doesn't need new management and its ongoing product development is proceeding quite nicely.

    I am aware of more than a few RIM commentators and analysts that could use a dose of patience.
    Jan 12 03:46 PM | 2 Likes Like |Link to Comment
  • Research In Motion and QNX: Today's Version of the Emperor's New Clothes? [View article]
    I particularly appreciate the lengthy comments by Sanityinsanity...well done. I notice that reference to the fundamental business and investor parameters are unfortunately often absent in most articles and following comments about RIM.
    I encourage those who are interested in gaining a factual perspective on RIM to actually download their Annual Report for the fiscal year ended Feb 2011 and go the page that shows the graphs of their growth in Revenue, Earnings, Units shipped, Geographic Sales etc. (yes actually do it)

    This graphic presentation of their growth and success is nothing short of a thing of beauty. I agree that RIM has competitive challenges but there are thousands of very bright young people working on making their products better every day. As an investor I do not care if Apples products are "better". There is room on this planet for more than one smart phone maker and I believe RIM will continue to a be a successful participant in this growing and profitable market.

    Finally...yes, I am long RIM and I am a patient investor.
    Aug 7 02:12 AM | 1 Like Like |Link to Comment
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