Seeking Alpha
  • Seppo Sahrakorpi
    $NOK $AMD $QLGC Buy while you still can,the 'cliff' talks are converging and Obama has a press conf at 1:30PM http://nyti.ms/ZPDqga
    12/31/12
    Reply (22)
    • NIKKG: I got NOK, AMD and ZNGA. I see all three companies way undervalued.
      12/31/12
    • oneinfiniteloop: @Seppo2 could you please share some insights on $AMD? $QLGC seems ripe for take over by the likes of $CSCO. $AMD to me is the black swan.
      12/31/12
    • Seppo Sahrakorpi: I think $AMD is undervalued. The stock price has bottomed at ~$1.85. I like the volatility and have been trading it for a month now.
      12/31/12
    • Seppo Sahrakorpi: I think there is potential for nice upside per Ashraf's article http://seekingalpha.com/a/m42d
      12/31/12
    • KIA Investment Research: Thanks for the pointer Seppo, AMD seems worth consideration.
      12/31/12
    • Seppo Sahrakorpi: I have only a small position in $AMD.$NOK is by far the largest position in my portfolio,putting my money where I believe the best value is.
      12/31/12
    • Seppo Sahrakorpi: I like trading stocks with volatility, combined with 'safe bottom' against bankruptcy (total loss), and currently $AMD fits the bill for me.
      12/31/12
    • Seppo Sahrakorpi: $AMD I like the x86-64 patent leverage, Mubadala backing, and console prospects:http://seekingalpha.com/c/76iev
      12/31/12
    • Charles Santerre: With a 59% institutional ownership still AMD seems awfully risky, no? It may be dumped en masse at that price.
      1/1/13
    • oneinfiniteloop: My worry with $AMD has been that they have never led from the front on any technology front - ARM, QUALCOMM, INTC are encroaching in fast.
      1/1/13
    • KIA Investment Research: Seppo, what's the book value on AMD?
      1/1/13
    • Seppo Sahrakorpi: According to SA the book value is 1.73. In the same ballpark as $NOK. Which I like...
      1/1/13
    • LumiaMan: Seppo have you seen the next 3 qtr eps for amd, not good, whats the turn around catyst to propel AMD out of ed??
      1/2/13
    • Seppo Sahrakorpi: @LumiaMan I know. I just like the cheap valuation, long history/patent portfolio, and variety of future prospects...
      1/2/13
    • Seppo Sahrakorpi: ...so for me AMD is a worth a small position. The bottomline for me in a stock like this is that I think the bottom has been...
      1/2/13
    • Seppo Sahrakorpi: ...currently established around $2. So the upside is larger than downside. In Nokia's case, I am much more convinced in my...
      1/2/13
    • Seppo Sahrakorpi: ...upside/downside analysis, and thus NOK is much larger holding in my portfolio.
      1/2/13
    • Seppo Sahrakorpi: In simplistic terms I want companies with 1/10 bankruptcy risk with say 2x-10x upside potential. If I just repeat such strategy long...
      1/2/13
    • Seppo Sahrakorpi: ...enough, things should work out... :)
      1/2/13
    • LumiaMan: amd? why what is the catylst eps estiimates are awful
      1/3/13
    • oneinfiniteloop: In case of $NOK, not only Q4 '12 results but the guidance for Q1 '13 and FY13 in general will be a prime mover for the stock.
      1/3/13
    • cheznazi: $QLGC In @ $9.70 - will sell it after earnings for a profit. If not then I don't mind holding
      1/9/13