Apple

I have been meaning to write a blurb about Amazon ever since I saw a great article on the benefits of Amazon's low-price strategy a month or so ago. But a recent article in the Wall Street Journal about huge price cuts on Amazon's…

In the mobile world, everyone seems to be in a frenzy over Samsung's next Galaxy smartphone. Apparently, Samsung is the new Apple, where product launches are media events par excellence, marketed to build anticipation. However, while…

Morgan Stanley had a very good note out earlier today reporting that Apple needs to issue an iPhone mini to capture share in China. This is what I have been advising as the market share margin trade-off is favourable for Apple's bottom…

Many of the largest technology companies are making so much money that they are rapidly accumulating cash on their balance sheets. While on could argue that this cash should be stripped off the balance sheet for valuation purposes, I would…

While the well-respected Internet blog TechCrunch focused on the Apple/Samsung story in analysing the data from Gartner's latest survey on the mobile market, the real news was elsewhere. The BBC got it right in trumpeting that "mobile phone…

Last year, I started off the newsletter with a list of ten surprises for 2012 which I reviewed last month. I apologize for not having a similar list of ten surprises for 2013 yet. I think it is a good exercise to go through to hone one's…

This post by Brett Arends on MarketWatch makes the best case for Apple bulls that I have seen.

Samsung released earnings today that showed record profit but they warned that the growth of handset sales was slowing because of increasing competition.

This is another of my ten surprises for 2013. Apple is down 50 points today, well below its shoulder line on a topping head and shoulders pattern. The stock is breaking down. But there is a lot more pain to come. I have been increasingly…

Last year, I was bullish on European shares and this proved the right call as they modestly outperformed. As this year begins, I am doing a lot of thinking about my much-delayed "Ten Surprises for 2011" post. And as I compile list items,…