RIMM
Its Absolute Nirvana for Value Investors, Whitney Tilson Says
Whitney Tilson discusses how it is a great time for value investors. He discusses his short position in Apple and Berkshire Hathaway's position in Constellation Energy Group. He also explains why he thinks Target and Barnes & Noble are a buy.
Price Follows Value, Even with Apple (AAPL)
An examination of why prices got so out of line with value in large-cap tech.
Stocks to Buy in '08
Barron's Roundtable members Meryl Witmer, Fred Hickey, Art Samberg and Mario Gabelli share their stock picks for 2008.
Market Efficiency, or Lack Thereof: Three Examples
Three things I've taken away from Andrei Schleifer's book "Inefficient Markets" and how they relate to recent market events.
[(Dell+Style)+(Motorola+Profitability)]*2 = Apple?
A segment-by-segment breakdown and valuation of AAPL (including the iPhone) that shows the implied expectations of the current market price.
The Way to Make $1.3 Million
This article talks about some of the best performing stock by market cap. I found it interesting that two were Buffett picks (Posco, PetroChina) and two were Magic Formula Picks (COH, GRMN).
rrroll up the RIM to win
Waterloo, ON - based Research in Motion [RIM-T] beat all expectations on their second-quarter profits report.
Way to go, RIM! They have well-established an innovative company with natural, reliable growth. Great model chages, and agressive rollouts. Looks like RIM isn’t handing out its market share for dinner to anyone - not to Microsoft’s VM-devices, not to Apple’s iPhone.
After 314%, Research in Motion is a Sell
An analysis of why RIMM is one of the most overhyped and overpriced stocks in the market.
Microsoft RIM Takeover
Microsoft RIM… doesn’t sound too bad, eh? Well, definitely doesn’t sound too bad for Research in Motion (RIM-T) shareholders, whose shares rose today on speculation that the Canadian-maker of the BlackBerry handheld device could be bought by Microsoft Corp (MSFT-Q).
Getting Ready To Strangle Apple
Can the Apple iPhone take market share from RIMM's Berrys? A market neutral strategy applied to the earnings of these smartphone makers.
Finding value in financials
With stocks like Research In Motion (RIMM), Apple (AAPL), Amazon (AMZN) and Google (GOOG) soaring, I have found great value in the financial sector specifically money center banks where multiples are at historically low levels and yields are attractive.

