RIM Beats Expectations, Shorts Chrushed, Sentiment Still Dismal

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By , September 27, 2012

Briefly, RIMM blew out expectations today with 2.9B in revenues and an adjusted net loss narrowed to .27/share. Expectations were for .47/share loss on 2.45B in revenues. Blackberry sales were stronger than expected and the company added 100M in net cash.

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Zillow: The next great Web 2.0 short sale?

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By , September 25, 2012

I just received a short report from Citron Research (another financially uber-astute easyDNS client 😉 ) which outlines a scathing short thesis for Web 2.0 real estate darling Zillow (Nasdaq: Z).

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Short Apple & Long RIM: The Tech Pair Trade of the Decade

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By , September 19, 2012

So far the only comment on my post about going long RIM is “good luck with that”. So far so good there.

My pet quip about value investing is that your investing thesis looks good if it passes what I call the “double idiot test”. That is, you get called an idiot for buying, and then you get called an idiot again for selling. Read more »

I am now long RIM

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By , September 19, 2012

Actually I’ve been long Research In Motion for a few weeks now, I started writing this post at the time but forgot to publish it until tonight when somebody commented on my earlier “Ultimate Buy Signal for RIM?” post.

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Breaking News: .pro domain spotted in the wild

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By , July 29, 2012

Holy Crap! It’s a real live actual .pro domain!

I think I would have an easier time believing it if I had just seen a UFO or sasquatch, but today I actually saw a real live .PRO domain in the real world. It was weird, you know that feeling you get when your eyes are plainly relaying information to your brain but your mind has extreme difficulty parsing it. It was like “WTF is that?” Being in the business over 15 years, I have an eye for domain names that is probably way past compulsive. Over the course of my day I routinely observe, make note of, memorize and lookup dozens of domains. When it comes to domain names very little goes unnoticed to me, so believe me when I tell you this: Read more »

Ultimate Buy Signal for RIM?

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By , July 27, 2012

I have long since thought that RIM was going through an unprecedented bout of negativity which has had it on my “watch list” for months. Contrarians love this type of stock, John Templeton always tried to “buy at the point of maximum pessimism” (there is a good book by that title, and you may also enjoy reading “Investing The Templeton Way”.)

Sir Templeton earned his wings as a legendary value investor by borrowing $40,000 from his boss during the nadir of the Great Depression and using it to purchase shares of every single company trading under $1. The rest is history.

These days the legends have different names, like Prem Watsa, who already owned a significant stake in RIM and then went ahead and doubled down. Read more »

Tucows also surges on Demand Media news

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By , April 30, 2012

Tucows has been on a tear lately, up about 55% since my last article “Are Domaining Stocks About to Break Out” a little over a month ago. After taking a bit of a breather the last couple weeks it got some renewed energy today on what I am assuming are run-off speculations that after the big Demand Media news this morning. After being up nearly 15% over part of the day, it has cooled off to a mere 10% gain on 4X the volume.

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Are Domaining Stocks Breaking Out?

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By , February 18, 2012

I was planning on writing a post for awhile on how a nice domaining pair trade would be “long Tucows / short Demand Media”, but when I looked at the charts, it didn’t look like such a good pair trade any more.

I know, value investors don’t “do charts” and eschew technical analysis, but even though I’m a value investor I still occasionally commit heresy and give credence to the Stan Weinstein school of the “4-phase stock cycle”, as described in his seminal work “Secrets for Profiting in Bull & Bear Markets” (and revisited in Mike Swanson’s “Strategic Stock Trading“).

 

Tucows, Demand Media and Web.com all reported this week and they all delivered good news to shareholders. When you look at the charts, they all appear to be on the cusp of a Stage 2 bull run:

 

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How SOPA Will Destroy The Internet

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By , December 22, 2011

As you read this, please keep in mind that I say it all with a track record nearly 14 years of being proactive and having a zero-tolerance policy toward criminal activity and network abuse on the easyDNS system. We have great relationships with Law Enforcement Agencies both here in Canada and abroad. We are always helpful and (usually) happy to answer questions, and help LEA understand the complexities and nuances of the internet. We’ve had the good fortune to meet some really intelligent and clued in cybercrime units. We participate in numerous communities in combating net.abuse and cybercrime.

I finally got around to reading the text of the Stop Online Piracy Act (SOPA) today. While the ostensible intentions are to combat online piracy and the sale of counterfeit goods, the bad news is that the legislation contains elements which basically puts every single domain registered under generic TLDs under the authority of the United States Attorney General.

We have already seen in cases if the ICE domain seizures, improper takedowns and overreach resulting in the takedown of tens of thousands of websites when a single one was the target.

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The Map is not the Territory

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By , November 18, 2011

Can a domain name be the difference between success and failure in a business? Are domain names the single best investment one can possibly make in one’s business? These are the main questions debated in an ongoing chain of posts, then my comments, and a follow-up post, and another of my comments and yet another post between myself and Andrei over at DomainingTips.

The conventional wisdom among domainers is that without the domain name, you’re nowhere, or, investing in domain names is the single best thing you can do to achieve some kind of “edge” in the competitive marketplace.

My opinion is different. I think the people who care most about domain names, are domainers. I don’t think that a domain name will be the key to success or failure and I can’t even parse the assertion that anything is “the best” investment because I think that statement is more rhetoric than anything else.

Let’s dissect.

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