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Microsoft – Which way to jump

          Microsoft remains at the strategic crossroads. Microsoft held its annual meeting today and held firm to the ideals that the street does not want to...

BlackBerry – Hero to zero

          BlackBerry’s revenues per user are falling off a cliff. BlackBerry is doing everything it can to preserve its user base but in doing so is...

Snapchat – Hypeware

          The hype is peaking. Its time to sell. The hype around Snapchat has hit fever pitch this week with constant chatter regarding its spurning of...

Twitter – This is no flip

          At this price the highest quality investor should sell. Twitter enjoyed an incredibly strong debut, rising 73% above the offer price to close at $44.90....

Samsung – Love your investors

          More effort is needed if Samsung wants its multiple to expand. Samsung is clearly frustrated that its share price remains flat despite reporting excellent results...

Twitter – Empty table

          There is now nothing left on the table for shareholders. Expectations are that Twitter will price above the top of the already increased price range....

BlackBerry – No rabbit

          I suspect that Fairfax has no rabbit to pull out of the hat. Close of US business is the deadline by which Fairfax must firm...

Sony Q2 – Big Black Shiner

          One black eye does not make a knock-out. Sony is paying the price for its ambition with an awful set of results. Sony reported Q2...

Facebook Q3 – See Saw economics

          There are signs of stability that Wall Street will over interpret. Facebook comfortably beat forecasts but comments around usage and limiting the degree of monetisation...

BlackBerry BBM – Last hurrah?

          A big bump up but still a long way to go. BlackBerry has gained 20m BBM subscribers in the last week after making the service...