Telecom Valuation Discrepancy: Long RIMM, Short NOK

In discussing the state of the tech economy with an associate recently, the conversation quickly turned towards smartphones, and two of the most hated tech stocks of the last year, Nokia and Research in Motion. The chart above shows the Nasdaq-100 Index in green, RIMM in white and NOK in amber.  As can be seen, … Continue reading

Mutual Funds: Value Added or Value Destroyed?

A friend recently approached me because her employer was discontinuing one of its pension plans, and she wanted to know how her investments had performed and what she should do with her money.  I had no intentions of pitching her, but the more I described the pitfalls of mutual funds to her, we inadvertently discussed … Continue reading

UPDATE: Chart of the Day: January VIX Futures

Since recommending a short position on the January VIX futures contract, the market has moved favorably.  With today’s large rally in stocks underway, the VIX Index is at 21.84, and the January VIX futures contract is trading at 30.00.  When we recommended the short position, the futures contract was trading at 30.15, making for a … Continue reading

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