Activist investor Carl Icahn has known to… ahem… talk his book. He’s been known to talk it quite loudly in fact. If “scream your book” was an expression, that would be an accurate description of what Carl Icahn does. So, we should probably take Mr. Icahn’s public love affair with Apple (AAPL) with a large...Read More

Windows 8 was the revolution that wasn’t.  But don’t count Microsoft (Nasdaq:$MSFT) out just yet.  In a lot of ways, the boring, button-down software giant was just a little ahead of its time. After a storm of criticism from frustrated long-time Windows users, Microsoft announced that it would be making significant changes to its Windows...Read More

With a little more than a week to go before BB10 hits the stores, Research in Motion (Nasdaq:$RIMM) has become a hot stock again.  The company that invented the smartphone may be reestablishing itself as a major player in mobile.  Or, we could be watching the biggest dead-cat bounce in history. As recently as this...Read More

The last few weeks have seen a rally in…well…for lack of better word, “crap.” Before Tuesday’s correction, Research in Motion (Nasdaq: $RIMM) had risen 37% since just the beginning of this month and had nearly doubled from the low hit over the summer. Facebook (Nasdaq: $FB), the company that may be remembered as the most...Read More

In recent weeks, I’ve written that Microsoft ($MSFT) will ultimately muscle-out Apple ($AAPL) as the leader in smartphones and tablets.  It will be a long war of attrition, but Apple has no durable long-term advantages—what Warren Buffett calls “moats”—to keep most of its customers loyal.  And Apple’s insistence on controlling every aspect of both its...Read More