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RIMM
Here is Tim Travis’ research report on Research in Motion (RIMM) on Dec 21st 2012.   http://seekingalpha.com/article/1077471-rim-recent-rally-has-eroded-margin-of-safety-significantly
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Here is Tim Travis’ research report on Research in Motion (RIMM) on March 26rd 2012. http://seekingalpha.com/article/457561-research-in-motions-stock-price-provides-a-margin-of-safety-and-upside
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Below is an excellent interview with Donald Yacktman of Yacktman Asset Management Co.  His long-term approach to money management is an excellent example for any investor, and his thoughts on stocks such as Hewlett Packard (HPQ) and Research in Motion (RIMM) are worth reading.  Enjoy! http://www.gurufocus.com/news/187901/donald-yacktman-interview-with-gurufocus INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE...
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Fairfax Financial CEO Prem Watsa doubled down on his investment in Research in Motion (RIMM).  Now he owns 9.9% of the company.  Very few investors can compete with Watsa’s astounding investment track record and this investment in RIMM is substantial.  I do not believe he would make this bet just believing the company is likely...
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This is an excellent account of the fall of Research in Motion (RIMM).  Even though the company has executed very poorly I believe the intrinsic value of the stock is quite a bit higher than the current price.  There is a wide range of potential outcomes so I wouldn’t make it a large concentrated positions,...
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These notes are great and I thought both Prem Watsa and Francis Chou’s comments on RIMM were extremely interesting.  Also if the U.S. banks weren’t so cheap Bank or Ireland would be among the first European banks that I’d be taking a look at. http://www.gurufocus.com/news/178463/the-latest-comment-on-rimm-by-prem-watsa INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT...
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There is no doubt that RIMM has really dug a hole for itself with the huge lag between new products.  Blackberry 10 must hit it big or the company will likely be sold.  I still believe the company makes a lot of sense for a buyer such as a Microsoft who could expand their mobile...
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Barnes & Noble Inc. (BKS) and its Nook product became a lot more viable this morning, after Microsoft invested $300 MM into a subsidiary holding the Nook college books business.  The implied valuation of the entity is $2 billion.  I don’t think that the Nook would have lasted without a company with more clout and...
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One of the investors that I admire most Prem Watsa, discussed his belief that RIMM can potentially right the ship.  RIMM is a cheap stock with an excellent balance sheet.  The company generates plenty of cash and has 77 million users.  They do have a lot riding on the Blackberry 10 coming out later in...
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Research in Motion (RIMM) is in talks to hire a financial advisor to evaluate the best way to monetize their assets.  I think that this is a very positive development and that the company should be very proactive in reevaluating their options.  Patent sales and operating system licensing seem to be quite attractive options, and...
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