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compostn@rogers.com

compostn@rogers.com
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  • John Paulson, whose hedge fund is the single biggest owner of the SPDR Gold Trust (GLD), maintained a 21.8M-share position even as the value of its holdings fell ~$165M in the latest quarter. But all that remains of his Barrick Gold (ABX) holdings is 36K call options vs. 915K shares at the end of 2012. Other positions in miners AU, NG, AEM, IAG and ANV were unchanged or modestly changed. [View news story]
    I recall a Hedge fund owner telling me in the 1990's, " ... he hated being opposite Fidelity on a stock because Fidelity was the biggest "trader" in the marketplace and therefore had the "most/best" information...
    This comment reminds me of that statement since everyone is and will be wrong on any given day and therefore stock pick.
    May 16, 2013. 12:52 AM | Likes Like |Link to Comment
  • Why Blackberry's 3 Million Subscriber Loss May Actually Be Good News [View article]
    Could they both be "winner's" this year? For all us investors, I believe we will all be surprised as BBRY and APPL will close Dec 31 higher than Jan 1, so let us all relax and enjoy the ride. All the wild predictions will not change what will eventually happen.

    As the "market" will decide which products, given the features important to each consumer segment, proving the most utility, win or lose. As summer approaches wait and see if the new releases trigger me or you to run and and upgrade, I for one am waiting to see the next shoe to drop or the newest Blackberry to be released in Canada then I may buy, as for Apple? When will they be reaching in their bag of tricks? Hmmmm...
    Apr 1, 2013. 06:00 AM | Likes Like |Link to Comment
  • Lenovo (LNVGY.PK) can't afford to buy BlackBerry (BBRY -4%) even if it wanted to, argues Pac Crest's James Faucette, trying to cool off fresh speculation on the subject. BlackBerry's current market cap of $7.4B isn't far removed from Lenovo's $11.2B, he notes. Moreover, Lenovo has only $4.1B in cash, and the company would have to hold onto $2.4B of it to maintain its traditional minimum cash-to-sales ratio of 7%. [View news story]
    Never happen below $25 and can they afford that amount for Blackberry? NO
    Blackberry could be at $25 soon, if, and only if, US Launch is strong, we will know within a month of launch.
    Mar 12, 2013. 05:50 PM | 2 Likes Like |Link to Comment
  • BlackBerry: The Z10 Already A Success [View article]
    Right on! Blackberry will make a big comeback in the most important market! Can't wait to see the results.
    Mar 12, 2013. 01:38 PM | 5 Likes Like |Link to Comment
  • Apple As The New RIM [View article]
    Great points as I too believe Apple will continue to decline vs. market peers and I expect RIM to outperform through the launch of their new products come the end of Jan 2013. I am long RIM, having just purchased in the last month and I wish I was short Apple for the same period since that would have been very profitable, but I am a little investor, not a pro. Beware a long downturn throughout 2013 for Apple. Don't grab a falling knife!
    Jan 28, 2013. 03:54 AM | Likes Like |Link to Comment
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