Why I'm Buying Multiband Hand Over Fist [View article]
Yes, I have a feeling that there are some very well capitalised people reading Seeking Alpha Pro. The last alpha-rich article I read as high quality as yours was about $HTCH. Market cap on that has doubled since the article was released to about $140million. I strongly suspect it was that article's influence also. I think the more success stories we get like yours and the HTCH story, the more people will come to SA Pro, and the more we will see effects on stock price. Congrats once again.
Why I'm Buying Multiband Hand Over Fist [View article]
Well, that was interesting. The article title interested me. The article interested me more. The stock interested me even more. I checked my broker website, found the stock no longer listed, and discovered it had been sold off already. Great article, great call!
Nokia Or BlackBerry, Who Dies First? [View article]
Ahh yes Wiesje, you're right. Now it gets complicated. After all AAPL is doing share buy-backs. Still from the investor point of view, that does just add support for the share price. Perhaps market cap differential over the next year might be better indeed. Regardless, I think we should have a pretty good idea of which case won out in one year. Bears or Bulls.
Nokia Or BlackBerry, Who Dies First? [View article]
Solucky - with the QoQ Lumia increases, with Eos launch and with Windows Blue, i think Lumia sales will start affecting NOK's bottom line significantly by this time next year. And don't forget NSN. That alone is worth several billions. It's value will be recognised by the market within the next year. It may not get to $7.18 of course. But it is considerably more probable NOK will double over the next year than AAPL. Either way, NOK shareprice will definitely outperform AAPL's over the next year.
Nokia Or BlackBerry, Who Dies First? [View article]
Great! Starting from now (May 23rd 2013). Based on stock price performance up until (May 23rd 2014). If my bullish case is correct. NOK will have doubled in share price in 1 year. If your bearish case is correct. NOK will have performed worse than AAPL over the next year.
Nokia Or BlackBerry, Who Dies First? [View article]
Stocksaints. Make a gentlemen's bet with me.
If on May 23rd 2014, NOK's Share price has more than doubled from today. If it is $7.18 or more. I want you to write an article stating "I was completely wrong about Nokia".
And if on May 23rd 2014. NOK has performed worse than AAPL over the next year. I will write the article saying "I was completely wrong about Nokia" Deal?
Is There An Easy Solution To Nokia's Problems? [View article]
Interesting article Mathias thank you. I was playing with some figures for a future article (sadly unfinished as I have a key work deadline coming up).. Anyway, the figures i came up with indicated that 65% of WP8 customers since November 2012 are completely new to the platform. That must mean the advertising is working somewhat. My concern is more with the product once people come on board. Now that advertising has succeeded, Nokia now needs more word-of-mouth from people with positive Lumia experiences to increase their sales further. That is the problem, which Nokia needs to address. Is word-of-mouth working? Or indeed, are they tapping into this method of marketing enough?
Dump Nokia's Sad Ringtone, Buy BlackBerry [View article]
All- I believe Seeking Alpha have a policy of publishing deliberately contrarian articles. They are their to provide readers a service by giving them an alternative point of view. If the opposing arguments are weak, it should just strengthen your personal case for owning/shorting a stock.
Stock Saints - I would be very cautious about who you pick fights with. The readership and the contributors all make up the community of Seeking Alpha. People like Jacob Steinberg have given NOK a large following on SA. It has thus become viable for contributors such as yourself (and me), to write about NOK. I am not envious of you, or of Jacob. I do consider Jacob to write very well and offer good insights in all his articles. That's why I subscribe to him. You should probably apologise for how you spoke about him. People like him have made Seeking Alpha.
Nokia's (NOK) rumored 41MP sensor Lumia phone, codenamed EOS, will have a polycarbonate body and a display similar to that of the Lumia 920 (4.5," 1280x768 display), a source tells WMPoweruser. The source adds the phone will be lighter than the 920, that its thickness will be on par, and that its camera will sport a xenon flash and a lens cover "that opens when the camera app is started." A new camera app is also said to be on board. The Verge reported in January AT&T will sell the phone; considering T-Mobile is selling the 925, there's some logic to that. [View news story]
WRS - I don't know what's happened with NOK and Sprint. I think they've had a falling out of some kind. Sprint will be stocking WP8 phones. Just not NOK.
Nokia's (NOK) rumored 41MP sensor Lumia phone, codenamed EOS, will have a polycarbonate body and a display similar to that of the Lumia 920 (4.5," 1280x768 display), a source tells WMPoweruser. The source adds the phone will be lighter than the 920, that its thickness will be on par, and that its camera will sport a xenon flash and a lens cover "that opens when the camera app is started." A new camera app is also said to be on board. The Verge reported in January AT&T will sell the phone; considering T-Mobile is selling the 925, there's some logic to that. [View news story]
Sadly flybywire - i strongly suspect it will be. I'm actually researching another NOK article right now. Interestingly enough, when iphone had only AT&T, one of the key reasons people chose android over iphone (48%) was because iphone wasn't available on their carrier. And the iphone was a storming success at the time. Even for Apple having broader coverage helped increase their sales. Certainly NOK is pursuing a multiple-hero phone strategy across different carriers, but having the Eos on AT&T only is well.. who knows if it will pay off?
Nokia's (NOK) rumored 41MP sensor Lumia phone, codenamed EOS, will have a polycarbonate body and a display similar to that of the Lumia 920 (4.5," 1280x768 display), a source tells WMPoweruser. The source adds the phone will be lighter than the 920, that its thickness will be on par, and that its camera will sport a xenon flash and a lens cover "that opens when the camera app is started." A new camera app is also said to be on board. The Verge reported in January AT&T will sell the phone; considering T-Mobile is selling the 925, there's some logic to that. [View news story]
The level of detail in this rumour is very intriguing. I wish WMPoweruser had been a bit more explicit as to where exactly this phone was spotted and given us an idea of the circumstance. I am curious if this is an engineered leak from Nokia (in which case it would be accurate), or completely made up. I do not discount the possibility of either scenario.
Nokia's About To Have A Blockbuster Week [View article]
DWD - I read the myth of sisyphus, i found it an incredibly difficult read. Far above my intellectual level! I did however find the commentary on it very interesting and rewarding. I would consider "existence" to be a blessing; and i think the vast majority of people do as well. After all that is why in the existentialist sense, we "choose life". Curiousity seems very value-neutral to me. Maybe a stoic would want to see the next day out of curiousity, but most would have 'hope' wouldn't they?
Google's (GOOG +0.1%) sell-side PTs have been surging as shares continue trading above $900 following a torrent of I/O news. The I/O news demonstrates "Google remains one of the most innovative and forward thinking companies of this generation," gushes Topeka, which has raised its PT to $999. Baird's PT is now at $1,025, and Argus' at $1,065. In some respects, the mood resembles that surrounding Apple not too long ago. [View news story]
$999 PT? Why not $1111? GOOG is a fantastic company and I love their innovation model. It does not mean that just because a company is well-run, that its share price is fairly valued.
Nokia's About To Have A Blockbuster Week [View article]
Haha Gwyn, well you raise some good points. I think a lot of what you've thought about has been a rich vein of source material for many sci-fi writers. But you're right, who wants to live forever? Having the urgency of 'now', helps make us who we are.
Why I'm Buying Multiband Hand Over Fist [View article]
Congrats once again.
Why I'm Buying Multiband Hand Over Fist [View article]
The article interested me more.
The stock interested me even more.
I checked my broker website, found the stock no longer listed, and discovered it had been sold off already. Great article, great call!
Nokia Or BlackBerry, Who Dies First? [View article]
Perhaps market cap differential over the next year might be better indeed.
Regardless, I think we should have a pretty good idea of which case won out in one year. Bears or Bulls.
Nokia Or BlackBerry, Who Dies First? [View article]
It may not get to $7.18 of course. But it is considerably more probable NOK will double over the next year than AAPL. Either way, NOK shareprice will definitely outperform AAPL's over the next year.
Nokia Or BlackBerry, Who Dies First? [View article]
Starting from now (May 23rd 2013). Based on stock price performance up until (May 23rd 2014).
If my bullish case is correct. NOK will have doubled in share price in 1 year.
If your bearish case is correct. NOK will have performed worse than AAPL over the next year.
Nokia Or BlackBerry, Who Dies First? [View article]
Make a gentlemen's bet with me.
If on May 23rd 2014, NOK's Share price has more than doubled from today. If it is $7.18 or more. I want you to write an article stating "I was completely wrong about Nokia".
And if on May 23rd 2014. NOK has performed worse than AAPL over the next year. I will write the article saying "I was completely wrong about Nokia"
Deal?
Is There An Easy Solution To Nokia's Problems? [View article]
I was playing with some figures for a future article (sadly unfinished as I have a key work deadline coming up).. Anyway, the figures i came up with indicated that 65% of WP8 customers since November 2012 are completely new to the platform. That must mean the advertising is working somewhat. My concern is more with the product once people come on board. Now that advertising has succeeded, Nokia now needs more word-of-mouth from people with positive Lumia experiences to increase their sales further.
That is the problem, which Nokia needs to address. Is word-of-mouth working? Or indeed, are they tapping into this method of marketing enough?
Dump Nokia's Sad Ringtone, Buy BlackBerry [View article]
I believe Seeking Alpha have a policy of publishing deliberately contrarian articles. They are their to provide readers a service by giving them an alternative point of view. If the opposing arguments are weak, it should just strengthen your personal case for owning/shorting a stock.
Stock Saints -
I would be very cautious about who you pick fights with. The readership and the contributors all make up the community of Seeking Alpha. People like Jacob Steinberg have given NOK a large following on SA. It has thus become viable for contributors such as yourself (and me), to write about NOK.
I am not envious of you, or of Jacob. I do consider Jacob to write very well and offer good insights in all his articles. That's why I subscribe to him.
You should probably apologise for how you spoke about him. People like him have made Seeking Alpha.
Nokia's (NOK) rumored 41MP sensor Lumia phone, codenamed EOS, will have a polycarbonate body and a display similar to that of the Lumia 920 (4.5," 1280x768 display), a source tells WMPoweruser. The source adds the phone will be lighter than the 920, that its thickness will be on par, and that its camera will sport a xenon flash and a lens cover "that opens when the camera app is started." A new camera app is also said to be on board. The Verge reported in January AT&T will sell the phone; considering T-Mobile is selling the 925, there's some logic to that. [View news story]
Nokia's (NOK) rumored 41MP sensor Lumia phone, codenamed EOS, will have a polycarbonate body and a display similar to that of the Lumia 920 (4.5," 1280x768 display), a source tells WMPoweruser. The source adds the phone will be lighter than the 920, that its thickness will be on par, and that its camera will sport a xenon flash and a lens cover "that opens when the camera app is started." A new camera app is also said to be on board. The Verge reported in January AT&T will sell the phone; considering T-Mobile is selling the 925, there's some logic to that. [View news story]
Nokia's (NOK) rumored 41MP sensor Lumia phone, codenamed EOS, will have a polycarbonate body and a display similar to that of the Lumia 920 (4.5," 1280x768 display), a source tells WMPoweruser. The source adds the phone will be lighter than the 920, that its thickness will be on par, and that its camera will sport a xenon flash and a lens cover "that opens when the camera app is started." A new camera app is also said to be on board. The Verge reported in January AT&T will sell the phone; considering T-Mobile is selling the 925, there's some logic to that. [View news story]
Nokia's About To Have A Blockbuster Week [View article]
Curiousity seems very value-neutral to me. Maybe a stoic would want to see the next day out of curiousity, but most would have 'hope' wouldn't they?
Google's (GOOG +0.1%) sell-side PTs have been surging as shares continue trading above $900 following a torrent of I/O news. The I/O news demonstrates "Google remains one of the most innovative and forward thinking companies of this generation," gushes Topeka, which has raised its PT to $999. Baird's PT is now at $1,025, and Argus' at $1,065. In some respects, the mood resembles that surrounding Apple not too long ago. [View news story]
Nokia's About To Have A Blockbuster Week [View article]
Sirius XM: Apple? Google? What? [View article]