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NOK
Nokia Corporation - NYSE

4/19/2014, 12:23 AM ET
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  • Why Nokia Is Fairly Valued
    Valuentum Wed, Apr. 16 47 Comments

    Summary

    • Our mission is not to make a call on every company -- that's foolish, and we don't.
    • Nokia posts a Valuentum Buying Index score of 3 on our scale, and its shares are fairly valued.
    • Firms in our Best Ideas portfolio and Dividend Growth portfolio have much more attractive attributes.
  • Can Nokia Breach $8.50 Now That China Approved The D&S Sale To Microsoft?
    Alcaraz Research Thu, Apr. 10 52 Comments

    Summary

    • The market might give Nokia a nice upside run now that China approved the D&S deal. China authorities did not impair Nokia’s current patent licensing.
    • Retaining the goodwill of the Indian government insures Nokia and Microsoft doesn’t lose an important market for smartphones and tablets.
    • Nokia, with $7.2 billion in cash, can buy a controlling stake in BlackBerry. The 44,000 patents of BlackBerry can further increase Nokia's patent licensing income.
  • Nokia: 50 Million Windows Phone Sales Possible For 2014
    Alcaraz Research Mon, Apr. 7 59 Comments

    Summary

    • Cortana Virtual Assistant in Windows Phone 8.1 is a strong selling point for Lumia smartphones.
    • Free Windows Phone 8.1 makes Lumia phones more affordable. Last year’s 33.4 million Windows Phone sales hint indicates 50 million unit sales for this year is possible.
    • SensorCore SDK from Nokia makes Lumia phones desirable for health monitoring app users and developers.
  • 3 Nokia Phones That Can Steal Market Share From Samsung
    Alcaraz Research Thu, Apr. 3 21 Comments

    Summary

    • Despite the delay in its D&S deal with Microsoft, Nokia is still coming out with new Windows 8.1 phones. The more Lumia smartphones sold, the better for Nokia’s HERE Maps.
    • Microsoft’s decision to give away its operating system for gadgets with screen size of 9-inches and smaller, will inspire more OEM manufacturers to create more WP8 smartphones.
    • I still hope for a Lumia phone with integrated physical keyboard for the enterprise market. It is my strongest conviction that Nokia or Microsoft should stop imitating the iPhone.
  • Will Nokia Double Again?
    David Alton Clark Tue, Apr. 1 112 Comments

    Summary

    • The stock has more than doubled over the past 52 weeks by meeting turnaround goals.
    • The company continues to execute on the plan with the introduction of new products.
    • It is not out of the question the stock could double again, yet a 50% gain is more likely.
  • Nokia X Is Shaking Things Up A Bit
    Michael Blair Sun, Mar. 30 36 Comments

    Summary

    • Nokia X looks like Windows but runs Android OS.
    • Early indications from China and India suggest high demand.
    • Microsoft may be getting both more creative and more competitive in mobile.
    • Competitors should take notice.
  • Nokia: Yes To QWERTY Nokia X And Lumia Phones
    Alcaraz Research Sun, Mar. 30 62 Comments

    Summary

    • It will be better for Nokia to stop imitating the iPhone. Nokia will probably get more telco support if it offers high-ASP QWERTY phones.
    • Typing long emails or documents is still a daily task that corporate users do. Touchscreen typing is not yet as convenient and fast as typing on real physical keyboard buttons.
    • Nokia can keep its handset business while still pushing through with the € 1.65 billion licensing agreement with Microsoft.
  • Nokia: Opportunities And Issues
    IAEResearch Thu, Mar. 27 60 Comments

    Summary

    • Patents portfolio will slowly become a bigger contributor towards the revenues and cash flows.
    • Regulatory issues in China and India are having a negative impact on the current position of the company.
    • There is a substantial room for the company to monetize its patents portfolio.
  • Nokia X's 10 Million Pre-Orders Means Nokia Doesn't Need Microsoft
    Alcaraz Research Wed, Mar. 26 94 Comments

    Summary

    • Nokia can survive and flourish even if the Microsoft deal doesn’t materialize. It is Microsoft that’s desperate for Nokia’s D&S, not the other way around.
    • The early success of Nokia X in China is irrefutable evidence that Nokia can make its Devices & Software division profitable again.
    • More aggressive patent licensing and NSN LTE contracts should generate enough net income to offset early losses in Nokia’s Android smartphone venture.
  • Nokia - Will The Tables Ever Turn?
    Alpha Strategist Wed, Mar. 26 18 Comments

    Summary

    • The company is struggling aggressively to focus on its NSN business which is a core business for Nokia. The shifted focus has led to a number of divestments and investments.
    • If the company pays off the charges it will further deteriorate its cash to market cap ratio that is already less than half of its peers’.
    • While the company is making some great moves to reorganize its business and become more focused on its better manageable segment the dispute in India has turned the tables.
  • Nokia: A Buy, Hold Or Sell After Delayed Microsoft Deal?
    Achilles Research Tue, Mar. 25 24 Comments

    Summary

    • Investors shouldn't panic about the delayed D+S transaction.
    • It is very likely that D+S acquisition deal with Microsoft will go through.
    • Indian tax proceedings are likely to be resolved.
  • Nokia: The D&S Deal Is Not Endangered By Tax Dispute
    Alcaraz Research Sun, Mar. 23 60 Comments

    Summary

    • Despite the nuisance that the Indian tax people are giving Nokia, Microsoft will still buy D&S. A delay might be in order but the deal will still push through.
    • NOK’s recent drop is a new opportunity to buy more shares. NOK will likely rally after it gets the $7.2 billion from Microsoft.
    • Nokia can walk away with $750 million if the deal doesn’t push through. That's enough seed money to fund an aggressive push of its Nokia X Android phones.
  • Nokia Regains Its Mojo: Nokia X Gets 1 Million Pre-Orders In China
    Alcaraz Research Sat, Mar. 15 79 Comments

    Summary

    • Nokia’s controversial decision to release an entry-level Android OS handset receives warm approval in China.
    • Microsoft’s search, email, online storage, streaming music, and other cloud services benefit from low-ASP Nokia X sales.
    • Nokia X is not a reason for Microsoft to cancel its acquisition of D&S. Nadella should let it thrive alongside the Lumia WP8 platform.
  • The Lost Bets Chronicles: Nokia
    Nelson Alves Thu, Mar. 13 51 Comments

    Summary

    • Most of the articles about stocks are about buy or sell recommendations or about previous investment successes. Seldom investors focus on debugging their mistakes in order to avoid them in.
    • Sometimes market multiples are misleading. Investors look at market multiples trying to identify bargains but end up owning depressed businesses.
    • In this article I will present my experience with Nokia stock. This investment led me to commit some mistakes with market multiples that I would like to share.
  • New Profit Sources Provide Nokia With Major Upside
    Timothy Bryan Tue, Mar. 11 113 Comments

    Summary

    • More than $2 billion of base profit for the new Nokia.
    • Near-term potential to monetize IP for the entire Android Ecosystem.
    • Expanding capex by wireless providers provides substantial upside for NSN.
    • HERE to provide $500 million in operating profit.
    • More than $5 billion in profit attainable annually.
  • Microsoft And Nokia
    Julie Young Thu, Mar. 6 73 Comments

    Summary

    • Microsoft's acquisition builds on partnership.
    • The Transaction approval period causes speculation on direction of the businesses.
    • Successful completion of transaction and effective integration of the new phone business will benefit shareholders.
NOK vs. ETF Alternatives
Company Description

Nokia Oyj manufactures mobile devices and provides mobile network equipment and software. Its three businesses are Devices & Services, HERE and Nokia Siemens Networks. It provides consumers with experiences in voice, video, gaming, navigation, and music.

Sector: Technology
Country: Finland