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Research in Motion (RIMM): A 'love-hate' relationship

"Suddenly, no one likes Research in Motion (RIMM) any more, at least that's the impression you get from the media," observes Gordon Pape. In his Internet Wealth Builder, he offers a contrary -- and bullish -- view of the smartphone maker.

"To hear some analysts tell it, the BlackBerry maker is going the way of Nortel. It's just a matter of time. For example, analyst Jim Suva of Citigroup Global Markets recently issued a sell signal on the shares, saying that RIM's long-time dominance of the smart phones market is over.

"For the record, many analysts disagree with Suva's assessment. Credit Suisse has reiterated its 'outperform' rating with a target price of $95. Bank of America/Merrill Lynch has a $100 target, Scotia Capital has a $103 target and CLSA Asia-Pacific Markets has a target of $100.

Continue reading Research in Motion (RIMM): A 'love-hate' relationship

Research in Motion (RIMM) still has room for growth

"By 2017, wireless service providers could generate more than $100 billion from services such as text messaging, GPS and movie, and music downloads " says Roger Conrad.

In Personal Finance, he adds, "Even this forecast could prove extremely conservative thanks to an explosion in sales of smartphones." How to play this trend? Here, he looks at Research in Motion (NASDAQ: RIMM).

"Smartphones account for only 11% of the world's mobile handsets; penetration remains under 20% in the U.S. This leaves plenty of room for further growth.

Continue reading Research in Motion (RIMM) still has room for growth

Call on Verizon (VZ) for smartphone growth

"We are at the early stages of witnessing a transformation of wireless activities away from voice and towards data for both personal and business customers," says says Ian Wyatt.

In his The Recovery Portfolio, he explains, "This portends great things Verizon Communications (NYSE: VZ), which has the best wireless network in the U.S. (For more on Verizon, see my recent post, The Safest Dividend in the Dow.)

"Verizon provides wireline service to 35 million access lines and 87 million wireless customers. It recently picked up 13 million of these wireless subscribers upon completion of its $28 billion purchase of privately held Alltel in January.

"My investment thesis for Verizon is all about growth in its wireless operating segment. Smartphone penetration, which is more profitable for Verizon, is still small and growing very rapidly.

Continue reading Call on Verizon (VZ) for smartphone growth

Inside the iPhone: A look at component makers

Technology sector expert Paul McWilliams offers an intriguing look at the new iPhone from Apple (NASDAQ: AAPL) to uncover what tech companies are supplying components.

In his Next Inning -- a newsletter that focuses solely on high tech stocks -- the advisors offers a look at the players inside the iPhone.

McWilliams explains, "A few interesting notes have come from the folks busily tearing down the new Apple iPhone 3G S since its launch.

Continue reading Inside the iPhone: A look at component makers

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Last updated: May 29, 2012: 02:35 AM

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