If you can find a cheap stock in this market, are you buying value or buying a value trap? In this video, Warryn Robertson, Portfolio Manager at Lazard Global Equity Franchise lists the key metrics in this decision, and flags what he sees as the biggest structural value trap in... Show More
If you think so, you aren't alone - complaints and conspiracy theories are all over the internet. This goes to the core of the biggest question right now for technology investors: will Apple's customers upgrade their phone, or will the 'iPhone Supercycle' fizz. US$3 trillion is riding on the answer. Show More
This week we have witnessed Facebook (FB.US) become a $US250bn company. The fastest company to reach this milestone, amazingly now larger than BHP, CBA and Woolworths (WOW) combined. Mark Zuckerberg’s social network company, as illustrated in the movie “The Social Network”, was born only 11 years ago in a Harvard... Show More
The elegant simplicity of the iPad is exemplified in the Apple Inc quarterly earnings report. The commentary accompanying the required balance sheet and income and cash flow statements for the March quarter (including guidance for the next quarter) was done with just 252 words. The legal disclaimer amounted to 410... Show More
It may not have caught the eye of international investors, but Apple's (AAPL) pending purchase of Beats Electronics could end up being a milestone deal. The transaction will allegedly cost $3.2 billion, the largest ever acquisition for Apple. However, we're only talking about 0.6% of the company's market cap. So... Show More
Of all the earnings surprises from last week, none was bigger than Apple's (AAPL). Chris Weston details the earnings beat in an earlier post, but I want to focus on the 7-for-1 stock split. On the surface, a stock split doesn't seem like a huge deal, however, in Apple's case,... Show More
The next battleground between the heavyweights (Apple, Amazon, and Google) is going to be in your living room. Today, Amazon announced it will be offering a new product, Fire TV - a set-top box for video streaming to TV sets. That means all three companies will have a set-top box... Show More
The biggest earnings news of this very busy week came from Apple (AAPL). In general, investors were very disappointed with earnings, with the stock down 7.5% as of this writing. The big shocker was lower than expected sale of iPhones (51 million compared to 55 million projected). While sales still... Show More