Seeking Alpha
View as an RSS Feed

Andreas Hopf  

View Andreas Hopf's Comments BY TICKER:
Latest  |  Highest rated
  • 5 Reasons Activists Might Be Targeting Alcatel-Lucent [View article]
    Exactly. Looking at ongoing contract wins, Alcatel-Lucent is still performing within the original "Shift" plan, and shareholders would have continued benefitting from that.

    In any case, it's all over now and you only need to decide, whether you want to become a Nokia shareholder or not.
    Jul 4, 2015. 05:35 AM | Likes Like |Link to Comment
  • Why Is Fitbit Flying And Will It Continue? [View article]
    That's the way to ride faddish one-hit-wonder companies.
    Jul 4, 2015. 05:32 AM | Likes Like |Link to Comment
  • Why Is Fitbit Flying And Will It Continue? [View article]
    All top Suunto and Polar products use chest bands, as do professional sports people - for a good reason: accuracy of readings and reliability.
    Jul 4, 2015. 05:31 AM | Likes Like |Link to Comment
  • Why Is Fitbit Flying And Will It Continue? [View article]
    "Folks, there will be a lot more to this story than just a wristband."

    A head-band? An ankle-band? A neclace? A swizzle-stick?
    Jul 3, 2015. 12:37 PM | 1 Like Like |Link to Comment
  • NOK/ALU sell off as Greece nears default; activist builds ALU stake [View news story]
    In 2012, the Dutch and French governments offered their Greek colleagues to establish a funcioning medical sector, tax collection system and infrastructure management.

    The Samaras administration never took up the offer. The Tsipras administration never took up the offer either.

    No wonder the country is where it is now.
    Jul 3, 2015. 07:36 AM | 1 Like Like |Link to Comment
  • Why Is Fitbit Flying And Will It Continue? [View article]
    Remember Segway? Revolutionising individual inner-city transport around the world? Remember Aerobics? The fitness revolution slimming down Americans of any age?

    Fads just come and go, like Fitbit and GoPro.
    Jul 3, 2015. 06:01 AM | 1 Like Like |Link to Comment
  • Why Is Fitbit Flying And Will It Continue? [View article]
    Remember that Nike exited the "fitness wristband" market last year. Nike has foresight as a company and has proven to be a good stock to own.
    Jul 3, 2015. 05:58 AM | 2 Likes Like |Link to Comment
  • Why Is Fitbit Flying And Will It Continue? [View article]
    Exactly. Ride the hype. Sell the reality.
    Jul 3, 2015. 05:55 AM | 2 Likes Like |Link to Comment
  • Why Is Fitbit Flying And Will It Continue? [View article]
    "Just because they are selling well doesn't mean it is accurate [...] Once people realize it is just a tool that doesn't replace major lifestyle changes sales will moderate and the bubble will burst, if it doesn't before."

    Game, set and match. You win this thread.
    Jul 3, 2015. 05:53 AM | 2 Likes Like |Link to Comment
  • BlackBerry: Why It's No Ordinary Turnaround Story [View article]
    With John "Next Quarter..." Chen, every new quarter is a "transition quarter" - only it never is, as the figures show.
    Jul 3, 2015. 05:51 AM | 2 Likes Like |Link to Comment
  • 5 Reasons Activists Might Be Targeting Alcatel-Lucent [View article]
    Yes, surely, there will be synergies.

    However, we ALU shareholders (and NOK shareholders) have been brutally stopped in the tracks (for different reasons pertaining to each company), because most of us (as far as I know) entered and then continued to add ALU to our books from mid/late 2012 onwards to profit handsomely from the turnaround - not to become Nokia owners. Nokia in recent years provided a single enticing profit opportunity - the overpriced D&S sale to Microsoft. Since then, the stock has been a dud (for €-Zone people like myself). I do not want to own a dud and a direction-less one at that.

    The thing is - even now, as we speak, so to speak - Alcatel-Lucent keeps winning good business, so it is disappointing to see the stock being pummelled because of Nokia's lack of purpose and strategy. I sold 50% of both stocks a while ago, not long after that most shady takeover deal, but am contemplating to exit entirely, take the profits off the table, and forget about telecommunication equipment vendors for a long while to come.
    Jul 3, 2015. 05:44 AM | 3 Likes Like |Link to Comment
  • Why Is Fitbit Flying And Will It Continue? [View article]
    Thinking about it: IPO your uncle's lawn-mower repair business or your aunt's hot-dog booth. It seems that anything goes nowadays, as long it's from the West Coast and some kind of time-hog app is involved.
    Jul 2, 2015. 05:45 PM | Likes Like |Link to Comment
  • Alcatel-Lucent strikes $1.3B worth of deals with China Mobile/Unicom [View news story]
    No, of course - no fun. See also Brian Nichol's article on Alcatel-Lucent from today.
    Jul 2, 2015. 05:42 PM | 1 Like Like |Link to Comment
  • Alibaba: Sell On Integration Issues [View article]
    Chinese stock market collapses. Retail gamblers get fleeced. Less money available for snazzy purchases. Alibaba will decline further. Dragging Yahoo! down with it.

    I see nothing but pain for investors for a long time to come.
    Jul 2, 2015. 05:08 PM | 1 Like Like |Link to Comment
  • Why Is Fitbit Flying And Will It Continue? [View article]
    Market share of what market? Investors forget that also Garmin's, Polar's and Suunto's fitness watches are immensely popular in Europe and Asia.

    Also, Fitbit is much less accurate than most products of the aforementioned brands. It is another West-Coast faddism, that's all there is to it. Remember another one-hit-wonder: Beats headphones that were already going out of fashion in many markets, when Apple overpaid for the business ; )
    Jul 2, 2015. 05:05 PM | 7 Likes Like |Link to Comment
COMMENTS STATS
11,028 Comments
20,403 Likes