filed in technology, telecommunications on Aug.30, 2010
Despite my roots as a value manager, in recent weeks I have been a fairly aggressive buyer of Apple (AAPL) shares. Such an investment may not seem appropriate for a value investor but as the stock has steadily fallen, dropping below $250 per share, it has actually become quite undervalued. And not just relative to [...]
filed in technology on Aug.25, 2010
It is always interesting how quickly the investor community can turn its back on a company. Technology giant Hewlett Packard (HPQ) has seen its support wither after its CEO Mark Hurd resigned over questionable behavior earlier this month. HP’s stock has cratered nearly 20%, from above $46 to around $38 per share, and all of [...]
filed in technology, telecommunications on Jul.20, 2010
Despite heavy competition that seems to get more fierce by the day, Motorola took another step Monday to increase their exposure to the mobile phone market. In order to raise the cash needed to reinvest in their mobile device division, which made up 32% of overall company revenue in 2009, Motorola is selling a large [...]
filed in energy, financial services, google, internet services, politics and markets, technology on Jul.15, 2010
Today is the kind of day that investment managers such as myself love; lots of resolutions on multiple issues that have been holding back certain companies, stocks, and industries. Let me tackle each one briefly. BP: While it is nice to see the ruptured well capped without any oil spewing out, we have to keep [...]
filed in technology on Apr.30, 2010
After it was made public that smart-phone maker Palm (PALM) had put itself up for sale, most every rumored suitor was an Asian hardware firm such as HTC or Lenovo. The logic was that Palm had a strong set of assets that would be a good fit for a foreign company looking to make a [...]
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