Comments (0)

I got a few comments from my “Tech Pair Trade of the Century” post awhile back along the lines of “Short AAPL? Good luck!” and “Long RIM? Good luck!”.

So it was with interest I noted this week (13F week, when all the “big boys” file their 13-F’s with the SEC) that two very large heavy hitters are calling it quits with AAPL: Read more »

Publicly Traded | AAPL, David Einhorn, Paul Tudor Jones

Comments (0)

When I heard about the Mitt Romney debate gaffe on “binders full of women” immediately going viral  (I didn’t watch the debate as the electoral process makes me near suicidal) I just knew that some quick thinking person was going to snag it instantly. That enterprising party was The American Bridge PAC who promptly redirected BinderFullOfWomen.com to their homepage who’s lead off story is “Romney’s Record on Women”

Still, I really wonder how much direct navigation type-in these “flash in the pan” memes can still generate in this era of social media dominance. But at the price of a hand registration, you can’t lose.

[ Update: Looks like TheDomains picked this up moments before I did. ]

Domaining | Binder Full of Women

Comments (0)

Briefly, RIMM blew out expectations today with 2.9B in revenues and an adjusted net loss narrowed to .27/share. Expectations were for .47/share loss on 2.45B in revenues. Blackberry sales were stronger than expected and the company added 100M in net cash.

Read more »

Publicly Traded | Research In Motion, RIM

Comments (0)

I just received a short report from Citron Research (another financially uber-astute easyDNS client ) which outlines a scathing short thesis for Web 2.0 real estate darling Zillow (Nasdaq: Z).

Read more »

Publicly Traded | Citron Research, short selling, Zillow

Comments (4)

So far the only comment on my post about going long RIM is “good luck with that”. So far so good there.

My pet quip about value investing is that your investing thesis looks good if it passes what I call the “double idiot test”. That is, you get called an idiot for buying, and then you get called an idiot again for selling. Read more »

Publicly Traded | AAPL, Apple, QNX, Research In Motion, RIM

Comments (2)

Actually I’ve been long Research In Motion for a few weeks now, I started writing this post at the time but forgot to publish it until tonight when somebody commented on my earlier “Ultimate Buy Signal for RIM?” post.

Read more »

Value Investing | QNX, Research In Motion, RIM

Comments (0)

Holy Crap! It’s a real live actual .pro domain!

I think I would have an easier time believing it if I had just seen a UFO or sasquatch, but today I actually saw a real live .PRO domain in the real world. It was weird, you know that feeling you get when your eyes are plainly relaying information to your brain but your mind has extreme difficulty parsing it. It was like “WTF is that?” Being in the business over 15 years, I have an eye for domain names that is probably way past compulsive. Over the course of my day I routinely observe, make note of, memorize and lookup dozens of domains. When it comes to domain names very little goes unnoticed to me, so believe me when I tell you this: Read more »

Domaining | .pro, New TLDs

Comments (2)

I have long since thought that RIM was going through an unprecedented bout of negativity which has had it on my “watch list” for months. Contrarians love this type of stock, John Templeton always tried to “buy at the point of maximum pessimism” (there is a good book by that title, and you may also enjoy reading “Investing The Templeton Way”.)

Sir Templeton earned his wings as a legendary value investor by borrowing $40,000 from his boss during the nadir of the Great Depression and using it to purchase shares of every single company trading under $1. The rest is history.

These days the legends have different names, like Prem Watsa, who already owned a significant stake in RIM and then went ahead and doubled down. Read more »

Publicly Traded | Corner of Berkshire and Fairfax, Jason Jennings, Jim Collins, Prem Watsa, Research In Motion, RIM, RIMM

Comments (0)

Tucows has been on a tear lately, up about 55% since my last article “Are Domaining Stocks About to Break Out” a little over a month ago. After taking a bit of a breather the last couple weeks it got some renewed energy today on what I am assuming are run-off speculations that after the big Demand Media news this morning. After being up nearly 15% over part of the day, it has cooled off to a mere 10% gain on 4X the volume.

Read more »

Publicly Traded | Demand Media, Tucows

Comments (0)

I was planning on writing a post for awhile on how a nice domaining pair trade would be “long Tucows / short Demand Media”, but when I looked at the charts, it didn’t look like such a good pair trade any more.

I know, value investors don’t “do charts” and eschew technical analysis, but even though I’m a value investor I still occasionally commit heresy and give credence to the Stan Weinstein school of the “4-phase stock cycle”, as described in his seminal work “Secrets for Profiting in Bull & Bear Markets” (and revisited in Mike Swanson’s “Strategic Stock Trading“).

Tucows, Demand Media and Web.com all reported this week and they all delivered good news to shareholders. When you look at the charts, they all appear to be on the cusp of a Stage 2 bull run:

Read more »

Publicly Traded | Demand Media, DMD, domaining stocks, Marchex, Mike Swanson, Stan Weinstein, TCX, Tucows, verisign, Web.com, WWWW