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Doug Dallam

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  • Oil Markets: Sentiment And Lame Thinking Are Currently In The Driver's Seat [View article]

    "China is going to collapse."

    People have been saying that for around, well, forever.
    Dec 4, 2014. 11:27 AM | 27 Likes Like |Link to Comment
  • Nokia Set To Make Investors Very Happy [View article]

    A little evidence for your assertions would go a long way. Without that evidence, we simply have emotional ejaculations on your part, which may make you feel good, but do nothing to support your position; and, ipso facto, do nothing to change our minds about BB.
    Aug 17, 2013. 12:11 PM | 20 Likes Like |Link to Comment
  • Nokia loses India tax appeal, considers next move in Microsoft deal [View news story]
    They need to cut and run, take a loss from MS, and just get out of India before their rating changes to negative because of the Indian authorities extortion, which is causing uncertainty for Nokia's future.
    Mar 14, 2014. 03:37 PM | 19 Likes Like |Link to Comment
  • Ahead Of Earnings: NOK, JBLU, PFE, PBI [View article]

    Do you realize that Nokia is not even in the cell phone business anymore?

    "Some people think the company may never be the leader in smart phone sales again, however it looks like it is making progress based on the impressive recent phone sales."

    And they would be correct in believing that, since Nokia has sold it's D&S to MS. Investors know this.

    Also you say that Nokia is testing long term resistance? How long term is you "long term." Must be less than 2 months.

    I'm completely confused about your analysis of Nokia.
    Oct 27, 2013. 06:52 PM | 19 Likes Like |Link to Comment
  • Even The Council On Foreign Relations Is Saying It: Time To Rain Money On Main Street [View article]
    Because they don't have any money to pay it. It's simple economics: No demand, no market economy.

    I don't have the answers, but I do know that when 66% of the economy is pushed by consumers, and consumers are not consuming, we have a problem.
    Sep 2, 2014. 09:59 AM | 18 Likes Like |Link to Comment
  • Nokia At The Crossroads [View article]
    There is a lot wrong with the analogies used in the article itself. I would call many of them dis-analogies. Case point:

    "Returning to the analogy, Windows Phone OS and Blackberry's QNX OS could well turn out to be the PS/2 of mobile OS space, not being able to compete on a level to be profitable long-term."

    Wrong. The reason Windows/Dos became dominant over Apple was because, as you rightly stated, Apple offered a closed OS while Windows offered an open OS. Windows Phone is still an open OS. Anyone can write apps for it, not just MS.

    What MS is doing with their entire OS system, both phone and PC with Metro, and the upcoming "Blue Metro" patch is simply beginning to look to me like a stroke of genius in the business world. Windows complete and seamless integration with both the PC and Phone systems along with Nokia's fully owned and integrated maps and network solutions running the fully integrated Win Phone OS is something we have not yet seen in the technical world.

    What is happening is that MS and Nokia are moving fast to plug a huge gap in both consumer and corporate needs, which is seamless integration of all that Nokia and MS have to offer in the phone, corporate and consumer OS market, maps, and networks. In many ways an analogy comparing what Apple did with the iPhone and what Google did with Android is similar.

    However, while Nokia and MS are doing pretty much the same thing, they are doing it on an entirely different and higher level. Neither Google nor Apple could achieve this, even now and even if they wanted to, since MS has almost complete domination in the corporate world, something Google nor Apple can even dream about, and the ability to give consumers what iPhone and Google do, or even more, but at least equal, plus Nokia's superb craftsmanship, something Huawei, et al., can only dream to rise to at the same price point.
    Jul 11, 2013. 01:21 AM | 16 Likes Like |Link to Comment
  • An End To Our Relationship With Yahoo, A New Era For Equity Research [View article]
    Yahoo is a general socio-political tabloid, and I'm glad to see SA gone from it.

    Anyone who relies on Yahoo for stock information either (1) Isn't really "in" the money, as in doing his or her own stock picks and equity/options or (2) Isn't really doing equity research, and uses Yahoo as more of a personal tabloid spring board, of which SA can be popped over too and hit and run commented.

    Good riddance Yahoo. Quality is what I look for. As such,there are many quality people here doing excellent work, and many of the people making comments are very informed as well.
    Aug 1, 2014. 11:19 AM | 14 Likes Like |Link to Comment
  • The Sound Of Silence [View article]

    Or you could take the point of the entire article, which is right in the first paragraph or two, where the summary of the article and what it wishes to accomplish always is: Follow the evidence, not your wishes.

    What do you think the evidence says?
    May 23, 2014. 10:37 AM | 14 Likes Like |Link to Comment
  • Nokia Won't Buy Alcatel [View article]

    Seriously? You think Nokia bought NSN to "spin it off?" And you think they are going to sell their only real profitable revenue stream by selling NSN?

    As you have stated, that leaves the Advanced Technology Department, which is in a nascent form. That would leave Nokia reliant on patent licenses and make the company a multimillion dollar comapny, not a macro billion dollar comapny reliant on a new department working on nanotechnology and not likely to generate real revenue for at least a decade?

    What are you guys smoking?
    Sep 6, 2013. 04:52 PM | 14 Likes Like |Link to Comment
  • Kandi Technologies' 10-Q Reveals Phantom Sales Growth And Other Serious Concerns [View article]
    Oh yes, "The Yahoo Group" -- authoritative.
    Jul 23, 2014. 03:53 PM | 13 Likes Like |Link to Comment
  • Nokia's Surprising Profitable Quarter [View article]
    "Nokia's Lumia sales grew 112.7% over the year. The phone manufacturer is still facing stiff competition from Google (GOOG) Android devices and the lower cost phones manufactured by regional and Chinese manufacturers."

    Irrelevant. MS will now take over shortly and it's now their problem.

    "Microsoft and Nokia wait for regulatory approval to their merger,"

    It's not a merger."

    I don't understand this article. What's you're advice? Should investors take a position, get out, hold, future growth potential? I only see cut and paste information that is available to anyone who can use a web browser.
    Nov 8, 2013. 08:11 PM | 12 Likes Like |Link to Comment
  • Memo To Microsoft: Walk Away From Nokia [View article]
    Just old news regurgitated as a hit piece. There is nothing here I didn't already know--two months ago.

    "As always, Microsoft shareholders are best served when Redmond executives focus on their core competency of licensing software to personal computer manufacturers."

    Except that PC sales are shrinking, and along with that shrinkage, PC software shrinks too.

    What to do? Make software that runs on non PC devices that are increasing marketshare.

    How to do that? Team up with a hardware maker and sell them software, or make hardware yourself.
    Jul 14, 2013. 11:53 PM | 12 Likes Like |Link to Comment
  • Why A Stock Market Bubble Is Forming Right Now [View article]

    Except that the theory can't be right in anyway. The economy drives the market because the market is founded on the economy: e.g., commodity prices, such as copper, etc. It doesn't matter how much money leaders have to lend, for example, if no one is borrowing.

    It's a simple matter of something people tend to forget, for some reason--supply and demand. Demand up, market up; demand down, market down--except the market is still going up without real economic drivers That's a critical divergence from reality, reality being concrete economic growth.

    It's strange we need to learn the same lesson twice in a decade to get it. I think it stems from the mindset that "markets" are this living thing that always rights itself. When, in fact, the "market" is nothing more than demand and then, and only then, supply.
    May 3, 2013. 12:39 PM | 12 Likes Like |Link to Comment
  • ACTC: Have The Stars Finally Aligned For A Breakout Year? [View article]

    The science and the people behind the science--and the company--are not pump and dump material. This article may be "pumpie" in tone, but it is no snake oil science--at all.

    Consider the new CEO. Please explain why he QUIT his job at $1.9M yearly and took a 50% pay cut to come work for a nearly broke penny stock? Please do explain also that the new CEO has zero bad marks against him in his career, and only success stories.

    If the interim publication is green, this stock is going to blow up exponentially--the first Stem Cell therapy in the history of humankind to cure a human disease. Think about that.

    If the interim publication is "all that" I would expect to see fast track by FDA to commercialization in 2015, going directly to Phase III and commercialization.

    Even though the company has stated no fast track this year, I would not be surprised to see it.

    Note: All of this is predicated on an out of the park interim publication. The science is not snake oil and supplement bull.
    Jul 2, 2014. 04:53 PM | 11 Likes Like |Link to Comment
  • The Fall Of Nokia Continues [View article]
    " A decent operating margin is desirable for every company to be able to pay for its fixed costs, such as interest on debt, which is not the case with Nokia in particular."

    Sure, that's true of any company. How long at current rates do you think it would take Nokia to burn through all of it's cash, because that's the real story here? Quick and Current ratio please.

    The fact is that Nokia has plenty of cash to service it's debt for the foreseeable future. You make it sound like bankruptcy is just around the corner--which it is definitively not.

    Nokia has enough cash to fully implement it's new goals and affect a turnaround--although a turnaround is be no means a sure thing. The point is that Nokia has time, given its cash reserves, to make changes.
    Apr 26, 2013. 06:45 PM | 11 Likes Like |Link to Comment