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Andreas Hopf

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  • Apple to raise more debt for cash returns; Cook open to big acquisitions [View news story]
    "Cook open to big acquisitions"

    Buy Samsung and shut it down ; )
    Apr 23 06:49 PM | 12 Likes Like |Link to Comment
  • Why Tesla Will Slowly Lose Credibility With The Market [View article]
    Supercharger. Gigafactory. Teraprofits.

    Exablunder!
    Apr 23 06:15 PM | Likes Like |Link to Comment
  • Why Tesla Will Slowly Lose Credibility With The Market [View article]
    Some lucky traders bought tulip bulbs in 1637 for two guilders.
    Apr 23 06:11 PM | Likes Like |Link to Comment
  • Why Tesla Will Slowly Lose Credibility With The Market [View article]
    "Its funny that with all these subsidies, Tesla still has yet to make a profit."

    Teslarites and Teslarettes are in it for the fun, not the money.

    "Norway's strange - they're filthy rich due almost entirely to oil money, yet they are probably the "greenest" country around wrt EVs, etc. Cognitive dissonance?"

    Yes, cognitive dissonance, bigotry or denial is in demand.

    In Germany, people buy 2,5t SUVsā€¦ to bring their kids to inner city yoga lessons and pick up eco-food two blocks away. Hypocrisy rules supreme.
    Apr 23 05:58 PM | 4 Likes Like |Link to Comment
  • Emerging Markets: Investing Where Others Fear To Tread [View article]
    Good article. What is your view on the Russian market, if I may ask?
    Apr 23 05:42 PM | Likes Like |Link to Comment
  • Nokia: Finding $0.40-3.70 Upside In The Black Box [View article]
    Yes. Nokia is now a boring holding company. Will that entice large investors to flock to the stock in droves all of a sudden? I doubt it. Huawei, ZTE and Samsung are all ramping up, in part on Nokia's or Ericsson's very home turf. Read some telecommunication publications. Something major will have to happen in the European telecommunication infrastructure business within the year.
    Apr 23 05:31 PM | Likes Like |Link to Comment
  • Nokia: Finding $0.40-3.70 Upside In The Black Box [View article]
    If you repeat something seven times, it sticks; as cognitive psychology and neurobiology show. Try it for yourself.
    Apr 23 05:28 PM | 1 Like Like |Link to Comment
  • Nokia: Finding $0.40-3.70 Upside In The Black Box [View article]
    Wishful thinking. Costs are rising and can't be cut at will. OPEX are rising for telco equipment is expensive and has to be built. Salaries in northern Europe are rising. Three contenders, all within a 1000km radius; that is not sustainable in the long run. Something will have to give.
    Apr 23 05:27 PM | 1 Like Like |Link to Comment
  • Nike: The First Casualty Of The Wearables Wars [View article]
    "The truth is that nobody has a clue."

    So, why write about it ; )

    But, yes, with Tim Cook on the board of Nike, there could indeed be some flesh on that bone...
    Apr 23 05:16 PM | 1 Like Like |Link to Comment
  • Apple Inc. declares $3.29 dividend [View news story]
    Yes, very pleased having accumulated AAPL since last summer as many did, while SA author Michael Blair kept issuing ever thinner and thinner "why Apple must fail and you read it here first" articles. Apple still makes more on the iPad per quarter then some of its competitors enjoy as their entire market capitalisation.

    The split will certainly help the stock and the dividend increase is much welcomed. Now, if Tim Cook sticks to his words and we'll see Apple entering one or two new product categories this year, apart from launching the much-needed 6" iPhone, I believe we ain't seen nothin' yet.
    Apr 23 05:08 PM | 11 Likes Like |Link to Comment
  • Microsoft, Apple And Google: Sleeping With The Enemy [View article]
    Actually, I have tried various times to sell MSFT to myself, but to no avail (yet).
    Apr 23 04:45 PM | Likes Like |Link to Comment
  • 3D Systems Might Surprise Investors Next Week [View article]
    EOS, Arcam, envisionTEC (non-metal), etc. enjoy long term customer relations, based on their superior technology, probably only matched by Stratasys' offerings.

    It's too bad that EOS does not IPO, but probably for a good reason, one being not having technologically inept analysts breathing down their neck every quarter.
    Apr 23 04:38 PM | Likes Like |Link to Comment
  • Nokia: Finding $0.40-3.70 Upside In The Black Box [View article]
    As it stands, Nokia is an indecipherable amalgamation of three entities that have no crossover effects, now that the device business is gone. With no CEO and no strategy, even big investors are probably wondering what they now own. What is the overriding story that ties it all together? There is none.
    Apr 23 04:33 PM | Likes Like |Link to Comment
  • Microsoft, Apple And Google: Sleeping With The Enemy [View article]
    If I were to buy MSFT, I would actually buy it for its proper strengths and what Satya Nadella has cut out for the next couple of years. I believe MSFT's supposed "dependence" on small mobile devices (phones/phablets) is vastly overrated. Also, see what happens to Nike in "wearable" mobile devices.

    No, as for MSFT, I see it like this: The XP transition is in full swing, the 7 transition will follow, changeover volume may decline somewhat with some corners bitten off by Linux OS and Chrome OS, but the cloud is growing, data mining is becoming more important still, the internet of things will start to rear its head. Result: Many far more enticing areas for MSFT to mine for substantial profit, based on its history and current transformation.
    Apr 23 03:38 PM | Likes Like |Link to Comment
  • Nokia: Finding $0.40-3.70 Upside In The Black Box [View article]
    "We do not see real synergies between NSN, Advanced Technologies and HERE and believe that NSN could be next on the disposal list."

    That's what I keep reiterating since September 2012.

    With Huawei and ZTE breathing down ALU's, ERIC's and NOK's neck in the telecommunication infrastructure business, inevitably a field of growth considering further expansion of 4g/LTE and broadband, it becomes clear that the world leader and the two runners-up are at least one contender too many in Europe.

    Huawei aims to surpass ERIC in 2016/2017, opening more research centres in Europe, poaching talent, all the while ZTE is ramping up fast, with Samsung(!) starting to muscle in into the field of TI as well. I have my serious doubts if three businesses from Europe in that field can be sustainably profitable in the long run, while having to fend off the seriously advanced offerings from Asia and the low prices and enticing long-term maintenance contracts on offer with that.

    I suspect, since long, an eventual merger between ERIC and NOK (or, rather, NOK's TI business), both being neighbours from Scandinavia. If that happens, ALU will be the winner, but ERIC and NOK will be the market leader. Therefore, one could be invested in all three at varying percentages.
    Apr 23 03:25 PM | 2 Likes Like |Link to Comment
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