Saturday, March 31, 2012

Fox Business: Apple Shares Headed for $1,600?

Ironfire Capital founder Eric Jackson on why he predicts Apple could rise to more than $1,600 a share by 2015.

[Long AAPL]

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Friday, March 30, 2012

Amazon May Be a Potential RIM Buyer, Jackson Says

Eric Jackson, president and founder of Ironfire Capital LLC, talks about the outlook for Research In Motion Ltd. and the company's stock. Jackson speaks with Betty Liu and Sheila Dharmarajan on Bloomberg Television's "In the Loop." (Source: Bloomberg)

[No positions]

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More Muddled Thinking From BlackBerry Management

This morning, shares of Research In Motion(RIMM) are up because investors think management waved the white flag and want to sell the company to the first bidder.
Therefore, bid up the shares now, before the acquisition premium gets put in.  Well, more on the potential for a RIM buyer in a later post.
I want to give people pause before jumping in to RIM shares here.
The new management – under CEO Thorsten Heins – still suffers from Balsillie-like muddled thinking.

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Likely Buyers for RIM? Amazon and Microsoft/Nokia

RIM (RIMM) now has the fear of the God in them it seems.
That’s good, although they’ve still got a tough road ahead of them — especially with a lot of their leadership walking out the door.
What’s juiced the stock this morning is that investors think there’s a glimmer of hope the board might consider a full buyout of the Canadian company.

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Thursday, March 29, 2012

Youku Emerging a Goliath in China Internet

NEW YORK (TheStreet) -- After the all-stock merger between Youku(YOKU_) andTudou(TUDO_) a couple of weeks ago, Youku's stock has receded from the $32 levels it hit the day of the deal announcement.

The stock is now back down at the $24 level -- and actually less than where it traded before the deal was publicized.

Read the full post in TheStreet

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Wednesday, March 28, 2012

BNN Video: Is Apple a $1,600 stock?

Apple Inc. (AAPL-Q 617.78 3.3 0.54%) shares hit a new high Tuesday, briefly reaching $614.91 US during morning trading. Apple shares have already gained more than 51 percent this year, but Eric Jackson, founder and managing partner of Ironfire Capital, sees the maker of the iPhone, iPad and other i-related products hitting $1,650 a share by 2015.

Jackson tells BNN Apple is poised to grab a huge share of business in emerging markets.
"They are playing in markets that are going to be massive in three to five years," Jackson says. "The wave is just starting that they are going to be capitalizing on."

Jackson says the iPhone will remain Apple's cash cow. He projects emerging markets like India will power a six-fold surge in sales over the next few years.

Here's the video here

[Long AAPL]

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Bloomberg Video: Ironfire's Jackson on Yahoo! Outlook

Here's my appearance from earlier today on Bloomberg TV's Money Moves with Trish Regan:

[Long YHOO, AAPL, and YOKU]

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CNBC Video: Apple Stock to Hit $1,650 by 2015

Here's my CNBC appearance from earlier today on why I think Apple's going a lot higher by 2015.

A lot of people hate this call, but I think they're missing just how big the markets that Apple is playing in are going to be:

[Long AAPL]

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Wednesday, March 21, 2012

Why Apple Will Hit $1,650 by the End of 2015

Think $600 is amazing? Think different. Apple's stock will hit $1,650 before the end of 2015. Here's why.

Read the full post on Forbes

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Tuesday, March 20, 2012

Ten Ways To Ensure You're Driving Your Bus Instead of Just Being a Passenger

Are you a hammer or a nail?
There are really two people in the world – as Simon and Garfunkel observed years ago – those who are a hammer and those who are a nail.
Which one would you rather be?
Some complain they have bad luck. Some make their luck.

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Tuesday, March 06, 2012

Facebook Puts Spin in Its Ads

NEW YORK (TheStreet) -- Last week, in the middle of its IPO quiet period, Facebook chief operating officer Sheryl Sandberg came to Madison Avenue to try and convince advertisers to think different about ads on Facebook versus other places.

Read the full post on TheStreet

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Monday, March 05, 2012

If Facebook's Worth $100 Billion, Alibaba Group is Worth $57 Billion

Yahoo!'s stake in Alibaba Group alone is worth at least $23 billion judging by its growth compared to Facebook's.  Yet, Yahoo!'s total market cap is below $18 billion.

Read the full post in Forbes

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Tech Bubble? No Way

NEW YORK (Real Money>) -- With Facebook's $100 billion initial public offering coming up later this year, many people are asking: Are we living in another tech bubble?
Although there have other companies with frothy IPO valuations such as Linked In (LNKD_)at $9 billion and Groupon(GRPN_) at $11 billion, I would say that those companies are the exceptions and not the rule.
We are definitely not yet in a tech bubble. Here's why:

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Friday, March 02, 2012

If You Could Create a $152 Billion Business in 10 Years and Only Had To Pay 1% of That for the IP, Would You?

Yahoo! needs to think about that question before agreeing on a patent deal with Facebook.

Read the full Forbes post

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Thursday, March 01, 2012

Steve Jobs Used Patents to Get Bill Gates to Make 1997 Investment In Apple

Yahoo! isn't the first Silicon Valley company to assert its patents against others. Steve Jobs did it to Microsoft back in 1997.

Read the full post in Forbes

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