2 Reasons Hewlett-Packard's Recent Run Is A False Dawn [View article]
Bought HPQ at $12ish sold at $17.00
I like HPQ, but I wouldn't buy in at these levels, I just don't feel safe. At $12.00, I saw them as a discount to their liquidation value, at $22.00, you are buying a turn-around story with declining revenues...while HPQ will probably do well, I just feel like they are a bit too expensive for what oyu're getting.
Buy Freeport-McMoRan Now And Pray For A Repeat [View article]
Arlight, thanks for the advice. I'm probabling going to do that in the near-future.
I really do believe that the company is undervalued now, but I feel like it has more downside to do simply because whenever I think it's a good time to buy...the market has one more leg down.
Buy Freeport-McMoRan Now And Pray For A Repeat [View article]
I'm interested in FCX as a company. They're at about fair value at current materials prices but...I'd like to see them sub-25 and I would feel safe buying them.
The entire world is slowing down right now, or, well, at least it seems like they're plodding along.
Looking down the road, many years, what about Europe when they recover? What about Southeast Asia? I'm 26 so I have a long view and can afford to wait. Any thoughts given this timeline?
Nokia As Comeback King: Using A Grassroots Approach To Win [View article]
I get the feeling we're actually agreeing on everything but just stated it differently. I may have emphasized the wrong points in your article now that I've re-read it.
Nokia As Comeback King: Using A Grassroots Approach To Win [View article]
And I do agree that the middle market is important because it can provide consistent cash flow.
But if the high-end fails, the middle market *will* follow.
I think that the middle market can and will be profitable--absolutely, and this is true. It would be stupid for me to argue. But if Nokia ever got a reputation for only producing middle-market phones, the brand will suffer and, in this world, the image is just as important as the product itself.
Edit - The middle market will likely not have much differentiation btwn it and other devices unless Nokia has some form of proprietary advantage or cost advantage. Nokia will have to rely on brand image to differentiate it and this comes from the high-end market.
Nokia As Comeback King: Using A Grassroots Approach To Win [View article]
I think you're missing my point: Nokia's future relies on the high-end market (which you did allude to). But I think you are making a mistake in thinking that capturing the middle market is going to be a profitable strategy. Michael Porter strongly discouraged such strategies in his writings. Firms can pursue low cost or differentiation, or both, but not finding a middle ground. It simply doesn't work.
As nice as it is to believe that delivering a value-based product that is a good trade-off between price and features, there are really two types of consumers: those who will pay anything for a high-end device and those who could care less and settle for a basic phone. This has been the trend in the market. As a source I cite the book "Treasure Hunt" by Michael Silverstein.
Nokia must be able to compete at the high-end. As goes the flagship line of phones, so goes Nokia.
Nokia As Comeback King: Using A Grassroots Approach To Win [View article]
I think you've made a mistake.
Nokia has lost ground in the low-end market because it is simply not competitive for the price nor does it have the ability for the forseeable future to become the low-cost producer.
Nokia must sell at the high-end and compete there. It doesn't have to dominate, it only has to carve out a decent market share and remain profitable.
Nokia beats the estimates because it is improving in its other operations and because it is selling higher margin devices, not because it is winning the low-end market
The thing that is more important to me is that it is showing that it is capable of beating expectations on lower revenue because it is competing at the higher end--which is what people want to see. I have no problem is revenues decline while EPS increases because it is focusing on higher-margin ventures.
I may add more if price continues to fall to around $3.00 or below. Long NOK.
Arch Coal Is A Long-Term Buy To Play A Coal Rebound [View article]
The big question that I have is whether or not China will actually be able to reduce coal. Coal is so much cheaper and if there is an across-the-board increase in the avg. cost of energy, this makes me wonder what will happen to an economy that is already facing somewhat weak consumer demand and rising prices.
Ive been reading some articles that forecast that, on avg across the globe, coal will continue to be incredibly important and thrive, generating more energy that oil by 2017.
2 Reasons Hewlett-Packard's Recent Run Is A False Dawn [View article]
I like HPQ, but I wouldn't buy in at these levels, I just don't feel safe. At $12.00, I saw them as a discount to their liquidation value, at $22.00, you are buying a turn-around story with declining revenues...while HPQ will probably do well, I just feel like they are a bit too expensive for what oyu're getting.
No position in HPQ
Buy Freeport-McMoRan Now And Pray For A Repeat [View article]
I really do believe that the company is undervalued now, but I feel like it has more downside to do simply because whenever I think it's a good time to buy...the market has one more leg down.
Buy Freeport-McMoRan Now And Pray For A Repeat [View article]
The entire world is slowing down right now, or, well, at least it seems like they're plodding along.
Looking down the road, many years, what about Europe when they recover? What about Southeast Asia? I'm 26 so I have a long view and can afford to wait. Any thoughts given this timeline?
Nokia As Comeback King: Using A Grassroots Approach To Win [View article]
Nokia As Comeback King: Using A Grassroots Approach To Win [View article]
But if the high-end fails, the middle market *will* follow.
I think that the middle market can and will be profitable--absolutely, and this is true. It would be stupid for me to argue. But if Nokia ever got a reputation for only producing middle-market phones, the brand will suffer and, in this world, the image is just as important as the product itself.
Edit - The middle market will likely not have much differentiation btwn it and other devices unless Nokia has some form of proprietary advantage or cost advantage. Nokia will have to rely on brand image to differentiate it and this comes from the high-end market.
Nokia As Comeback King: Using A Grassroots Approach To Win [View article]
As nice as it is to believe that delivering a value-based product that is a good trade-off between price and features, there are really two types of consumers: those who will pay anything for a high-end device and those who could care less and settle for a basic phone. This has been the trend in the market. As a source I cite the book "Treasure Hunt" by Michael Silverstein.
Nokia must be able to compete at the high-end. As goes the flagship line of phones, so goes Nokia.
Mediocre Earnings And Revenues [View article]
Nokia As Comeback King: Using A Grassroots Approach To Win [View article]
Nokia has lost ground in the low-end market because it is simply not competitive for the price nor does it have the ability for the forseeable future to become the low-cost producer.
Nokia must sell at the high-end and compete there. It doesn't have to dominate, it only has to carve out a decent market share and remain profitable.
Nokia beats the estimates because it is improving in its other operations and because it is selling higher margin devices, not because it is winning the low-end market
Long Nokia
Going Long On Arch Coal [View article]
I'm reading that there's a lot of capacity in the steel market. Not sure about capacity for met coal tho.
Any numbers/thoughts?
Nokia's Perplexing Q1 2013 Results [View article]
I may add more if price continues to fall to around $3.00 or below. Long NOK.
Arch Coal Is A Long-Term Buy To Play A Coal Rebound [View article]
Ive been reading some articles that forecast that, on avg across the globe, coal will continue to be incredibly important and thrive, generating more energy that oil by 2017.
Should Apple Buy Back Shares Or Increase Dividends? [View article]
Maybe that's what they're waiting for, to accumulate $250-$300 bil and just outright buy MSFT or maybe a controlling stake in them.
Microsoft's 'Secret' Projects That Will Completely Rock Your World [View article]
Today is a bad day and I need the laugh, lol
BlackBerry: How Can Returns Possibly Exceed Sales [View article]
I want back in. I'm going long BBRY.
The 'Real' S&P 500 Index High [View article]