Peridot Capitalist

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 [...]

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 [...]

When shares of Palm (PALM) were trading in the mid single digits I was quite bullish on the company’s stock simply because a revamped product line and a private equity capital infusion would likely serve to keep the company afloat and give it a chance to reverse a declining sales trend. We now find ourselves [...]

In recent days I have been paying special attention to shares of Blackberry maker Research in Motion (RIMM). The stock is one that had decent earnings this quarter but some investors wanted more, which prompted a pretty significant sell off in the stock. Despite the market having recently made new yearly highs, RIMM shares have [...]

Many investors often confuse good products for good stocks. Surely the two can go hand in hand, but that is not always the case. Although they make great products, I am wary of standalone GPS hardware companies such as Garmin (GRMN). With smartphones quickly becoming multipurpose devices, including GPS, the market for standalone GPS devices [...]