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wwu124

wwu124
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  • Here's Why Nokia Is Buying Alcatel-Lucent [View article]
    All I am saying is that increasing in number of outstanding shares (to buy ALU in this case) is not necessarily equal to dilution. In fact, most people think ALU was sold cheap. If this is correct, then there is no dilution.
    Apr 25, 2015. 12:11 AM | 4 Likes Like |Link to Comment
  • Here's Why Nokia Is Buying Alcatel-Lucent [View article]
    According the Nokia management, this deal will be accretive to Nokia, not dilutive.
    Apr 24, 2015. 04:40 PM | 4 Likes Like |Link to Comment
  • ALU tumbles following NOK deal; HERE, other assets on the block [View news story]
    Visited $7.6 again and bounced off.
    Apr 22, 2015. 11:05 AM | Likes Like |Link to Comment
  • ALU tumbles following NOK deal; HERE, other assets on the block [View news story]
    Seppo, I agree. Good strategy. I am not buying any more NOK or ALU. NOK is already tooooo high a percentage of my total investment, since I started to buy it at $1.69 on July 23, 2012. I feel a little bit of dizziness on days like today, when I see the fluctuation of my account balance with a 5% swing in NOK share price. I am looking for opportunities to lighten up a little bit on NOK, maybe when Samsung and Nokia reach an agreement.
    Apr 15, 2015. 03:50 PM | 3 Likes Like |Link to Comment
  • ALU tumbles following NOK deal; HERE, other assets on the block [View news story]
    Yes, anything is possible. But, I am overall happy for what Nokia CEO and Chairman have done in the past two-to-three years. If they can reorganize the combined NOK-ALU to the tune of what they did with reorganizing NSN, Nokia will come out a winner.

    Sometime ago I commented that NOK was a good buy near $7.60. Since then, NOK has visited this level a few times, as it did today.
    Apr 15, 2015. 02:57 PM | 2 Likes Like |Link to Comment
  • ALU tumbles following NOK deal; HERE, other assets on the block [View news story]
    If you were hoping for a ALU turn around, then with Nokia, the chance for a full turn around is better now.
    Apr 15, 2015. 02:03 PM | 6 Likes Like |Link to Comment
  • MORL Is A 'Too Good To Be True' Investment: Updated [View article]
    Sorry that I am not trying to trash your investment style. You have declared that all your money is invested in AGNC, MTGE, and MO. I wonder, just based on this, why should any person read and follow your investment idea.
    Mar 23, 2015. 11:22 AM | 2 Likes Like |Link to Comment
  • Sunshine Clouds Over After Patient Deaths [View article]
    To the Author:

    I agree with Fincher. Trial is not halted, only the enrollment of new patients is.
    Mar 9, 2015. 06:19 PM | 1 Like Like |Link to Comment
  • Sunshine Heart suspends enrollment in C-Pulse trial after four deaths [View news story]
    Based on the news release, the study is not on hold. It is only pausing accepting new enrollment.
    Mar 6, 2015. 10:56 AM | Likes Like |Link to Comment
  • MORL Is A 'Too Good To Be True' Investment [View article]
    Just to add a note here since I had just read again the author's concluding remarks about AGNC and MORL. I had been a quite long-time investor in ACAS (I started to buy ACAS in February 2009 and sold out the shares in January 2014), and, because of this, AGNC was always on my list of closely watched stocks. I will not spend time to provide any argument here. I do believe AGNC is a good company/business. However, I have never bought/held AGNC shares. To me, MORL is simply a better alternative. That was the reason I stepped out of the sideline and bought shares of MORL in the summer of 2013 when it was sold at a steep discount.
    Feb 26, 2015. 12:20 AM | Likes Like |Link to Comment
  • MORL Is A 'Too Good To Be True' Investment [View article]
    Thank you for the link.
    Feb 25, 2015. 11:55 PM | Likes Like |Link to Comment
  • MORL Is A 'Too Good To Be True' Investment [View article]
    Can somebody find out this? If I bought 1 share of MORL in March 2013 and reinvested all the dividends since then, how many shares of MORL would I have by now?

    It is true that the price now is about 30% lower now than that in March 2013, but, that chart does not reflect the dividend reinvested. My calculation finds that $9.42 has been distributed since March 2013. In comparison, the chart at stockcharts.com reflects the dividend payout. The current price is very close to March 2013 high.

    I want to say that it is unfair to pick two specific times to do the comparison (please see below for another unfair pick of times, in this case, a very happy one). I had been watching MORL since it started trading but did not buy MORL in March 2013 or that period of time, mainly because MORL was not trading at a significant discount to its "book value," I mean, the "value" calculated based on the book value of its components, for those who believe MORL does not have a book value in the traditional sense. I do not remember that number now. I believe it was trading at a premium.

    Instead, I bought MORL in the 2013 June-August period with 1/3 of my roll-over IRA account. My original cost basis was very close to $18. I could not be happier now. My MORL share count has increased by exactly 40% when I checked my eTrade account today. As long as the interest rate remains stable, I think I will remain happy.
    Feb 25, 2015. 05:31 PM | Likes Like |Link to Comment
  • Nokia: One Step Closer To A Positive Samsung Settlement? [View article]
    Nokia share price is very cheap, no matter how you slice it.
    Feb 16, 2015. 11:43 AM | 4 Likes Like |Link to Comment
  • Extra Space Is A Trusted Brand To Buy When Mr. Market Is Snoozing [View article]
    On my book, this company is very richly valued. It may stay as it is right now, but, I cannot imagine further expansion of the multiples. Even if these numbers contract a little bit, I will not be interested. I will look elsewhere.
    Jan 14, 2015. 07:41 AM | Likes Like |Link to Comment
  • Strong N1 Tablet Sales Confirm Nokia's Global Brand Appeal [View article]
    I just have one question for the author: Where did you get that 15% gross margin on the part of Nokia for the N1?

    Anyone really know the ball-park royalty rate that Nokia receives from Foxconn?
    Jan 10, 2015. 10:58 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
254 Comments
431 Likes