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HPQ, MSFT, RIMM, GOOG or AAPL


shalab
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Bought some RIMM Jan-2013 calls.  Figure three scenarios:

-- Deflation - matters that product is data efficient, no debt, still does ok in slower economy.

-- Steady economy - revenues arrive, maybe a bit late, current pessimism fades with time.

-- Inflation - protected against USD decline by RIMM's strong market position overseas.

All predicated on product suite being robust -- which I think it is, QNX, other positioning ok.

Others will have different opinions.  That's ok.  Not going to engage in product lovefest.

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  Been buying MSFT, thinking about HPQ, as an aside also have been buying CSCO, INTC. Hoping the market gets it butt kicked so everything goes back down and I can add to these and others at better prices. I'm about 50% cash and have been waiting for QE2 ending or some other catalyst to drive things down.

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  • 1 month later...

Bought some RIMM Jan-2013 calls.  Figure three scenarios:

-- Deflation - matters that product is data efficient, no debt, still does ok in slower economy.

-- Steady economy - revenues arrive, maybe a bit late, current pessimism fades with time.

-- Inflation - protected against USD decline by RIMM's strong market position overseas.

All predicated on product suite being robust -- which I think it is, QNX, other positioning ok.

Others will have different opinions.  That's ok.  Not going to engage in product lovefest.

 

Woodstove,

 

Just watching program on BNN on General meeting held tonight.

 

One company stock holder explained that he is holding because the company brings in ~ $3 billion of EBITDA just from their encryption stuff alone. $4 billion in free cash in last year. Growing rapidly in emerging companies. No debt + cash on balance sheet. all for ~$13 billion enterprise value.

 

This is outside what I know, but your buy looks interesting.

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