marshgerda

Nokia Is the Smart(phone) Bet - Barron's

I agree with you 100%. AAPL and NOK recognize that near computers are the future. Jubak wrote a recent article on this fact and has NOK as a buy with a $37 price target. $20.62 is a great entry point.

Terra Industries: An Interesting Fertilizer Play

I think you're being pretty hard on Tim. When he said that TNH's dividend was going to be reduced the stock was at $141. Now it is at $112. I'd say people would have done well to heed his advice, even if he isn't a "pro". And TRA has gone from about $41 to $50 in the same time period. I am long TRA as I think they're in the right spot owning the majority of TNH.

Financial Stocks to Buy When the Market Reverses

I think your analysis is biased. Yes NCC only had 1% of the total loss, but it is a smaller bank than say BCS which had 2% of the total loss. NCC is worth about 7b, so on May 2007 it was worth say $24b. BCS is worth 60b, so was about 97b in May 2007. So while BCS had 2x the write-offs as NCC, it was worth way more than 2x in market cap and thus has done better, not worse than NCC on a relative basis.