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wiesje

wiesje
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  • BlackBerry Reminds Me Of Palm Just Before The End [View article]
    i read is as neutral, happy that they are reducing cost, happy they show no loss, a little disappointing on the overall turnover, but promising that they are on the right track.

    they have still a long way to go, but with the heavy short position, the Long play is the right play, at least to me.
    Mar 28, 2013. 07:57 AM | 1 Like Like |Link to Comment
  • BlackBerry Reminds Me Of Palm Just Before The End [View article]
    utterly useless paper -
    i hope SA forwards yr revenue for this garbage to a bank account in Cyprus
    Mar 28, 2013. 03:02 AM | 1 Like Like |Link to Comment
  • Buy Nokia Hand Over Fist [View article]
    in 2008 Nokia traded at 28 euro / abt $ 38 a share, today at 2,50 euro/ $ 3,30

    if you believe that is Nokia's upside target , go to the Bank borrow as much as you can , then i think you are very tight stating later on you wish to add if Nokia goes down to 2,50 $
    any other stocks out there you see improving by a 1000% ?
    wish to put a time frame on Nokia to reach it's previous highest market cap ?
    Mar 27, 2013. 08:39 PM | Likes Like |Link to Comment
  • Buy Nokia Hand Over Fist [View article]
    for BBRY all will be revealed in a relative short period , thats' what i am referring to and there is no significant news coming Nokia's way at present, moreover for the time being Nokia is already in it's summer slump, or haven't you noticed what the share price has done in the last 2 months.

    You state in yr previous post that you would like to add at 2,50 $, if Nokia goes back to 2,50 - if that happens the company will fold, the short sellers will break it and it will be prove that the company is in very serious trouble, Nokia should never trade below 3 $ again .everything below 3 euro actually was the overshoot the overkill on Nokia share price and it went as low as 1,35 euro, now that it has recovered to 3,60 euro and again gone back to 2,50 it's entering that danger zone again, there is a reason for that.
    i admit the same goes for BBRY, if BBRY trades again below 10$ it would imply the company has not made it and it won't survive in it's present form
    there is a penalty for these 2 companies having gone that low, they both are still extremely fragile.
    Mar 27, 2013. 08:10 PM | Likes Like |Link to Comment
  • BlackBerry 10 Sales Estimates Are A Joke [View article]
    Jballa, just look at the traders in the pit on the trading floor in their colored jackets looking like Panthers, Jaguars, Cougars and all these orders coming in from all over the world and then there is my book, your book and the clients book.
    so if you don't want to get caught in this jungle, don't be a Trader, but an Investor, look for long term growth and in the meantime pick up some nice dividends if you can.
    there can be many winners at different times, just don't be a loser.
    Mar 27, 2013. 07:24 PM | 2 Likes Like |Link to Comment
  • Buy Nokia Hand Over Fist [View article]
    as always the proof is in the pudding so far Nokia has come down from where i sold it from 3,25 euro to 2,50 and BBRY is still at the same 14$ i bought it at.
    Luke, may well remember this from some other paper when i commented with him on selling Nokia for BBRY.
    and at present levels be it in euro or $, i will say it again for me as a play to make money i would rather own BBRY at 14$ then Nokia at $ 3,30

    6 months down the road Nokia will trade still between 3 to 4 $ ,if yr lucky and BBRY is likely to be North of 20$

    let's see who is right
    Mar 27, 2013. 07:08 PM | Likes Like |Link to Comment
  • Why China Cannot Be Apple's No.1 Market [View article]
    Hi Sam, but to my astonishment i read that Lenovo is the number 1 pc supplier in Germany and that their share grew 30% where as the total market declined by 25% and Germany is the richest country in the whole Euro-zone.. how abt that ? also tells you by the way the shape we are in here in Europe. ( sell the Euro, if you haven't yet, it's a currency in decline for good, as Long as we still have it )
    Mar 27, 2013. 02:51 PM | Likes Like |Link to Comment
  • Go Long Apple, Short The Eurozone [View article]
    the facts are known, it comes down to the effect they have long term. Europe is in total disarray, there is no unification, Germany is clueing it all together at an enormous cost to Europe, sponsored by the Germans, but prorata laid off to all.
    the reason for the Germans as the main European nation not willing to follow the Bernanke route is bcse Germany has a trauma of inflation which hit their country between the 2 world wars.
    Germany also have the ability to work themselves through difficult periods, when the reunification took place between East and West the cost was enormous, it took them 10 years to work through it, Germany is the only west European country which has no minimum wages in place, they are employing very cheap labor out of Eastern European nations. they are an absolute working force and their industries are running full time, in the meantime the rest of Europe is suffocating, but they are sponsoring us so we keep quiet.
    the top 3 car makers in the world are BMW, VW/AUDI and Mercedes, they are selling far more outside of the euro-zone than in the euro-zone, they killed the Italian and French car industries which have now been reduced to domestic suppliers.
    Unemployment , other than in Germany is at an all time high , young people in Spain and Italy are running at 50% and going up, it's a known fact that there is an upcoming generation of which 1/3rd will probably never work, they are all on, benefits.
    Germany is starting to feel the pressure, hence they want individual countries to start reducing their deficits and they put in very strict controls, they were the one pressuring Cyprus to foot part of the bill, even if that meant folding their bank industry.
    the mood is changing here and it's going rapidly, France is on a very slippery road, it's going down and that one the Germans cannot bail out. the Germans know they are better off without this European anchor pulling them down. the Euro is heading much lower and the Euro-zone as we know it today is in it's final stage, there will only be one big survivor Germany and yes as i said if that day comes you want to own their stocks and their currency, they will fly.
    this is reality, i live here, i see what is happening
    you may criticize the Fed, but their policy is keeping America going, private debt is going down, be it that public debt is going up, but overall it's coming down, it's working for the States, you are on the right track, we are doomed.
    i think you are wrong and the Fed is right, America will overcome this, we won't, we are going to split the Euro-zone, there is no option.
    Mar 27, 2013. 01:50 PM | Likes Like |Link to Comment
  • Buy Nokia Hand Over Fist [View article]
    Mr. Wonder, you are absolutely right they make far much more money in one year than i will make in a life time, but do they deserve it ?

    we have had some exchange of ideas in previous articles, one time we looked the same way, now no longer, that's OK to me and i wish you and all others the best on yr holdings in Nokia.
    i am at an age where i remember people saying " where is my Nokia " when they were looking for their mobile phone, so i wish the Old Finnish Warhorse all the best.
    Good luck to all.
    Mar 27, 2013. 12:21 PM | Likes Like |Link to Comment
  • BlackBerry Z10 - No Zeros For Indonesia [View article]
    here you are Dwi, you have a loyal Dutch following , keep your good work up, well done !
    best regards Wiesje
    Mar 27, 2013. 12:12 PM | 2 Likes Like |Link to Comment
  • Buy Nokia Hand Over Fist [View article]
    @ Mr. Wonder: No i did not say that i am a strong believer in BBRY, i am saying BBRY is in better shape and has more going for it than Nokia, i also stated that i see merit for BBRY as a niche player, they are no competition to Apple and Samsung in the overall market.
    i see BBRY as a far healthier company than Nokia.
    i am Long BBRY primary because i believe they have a loyal faithful following and because there are over a 145 mio of their shares being shorted that number has now even risen to over 155 mio shares, that is 25% of all outstanding shares and 40% of all shares free available to the market ! you know what that means if BBRY's numbers are just a little bit better than street expectation, the share will explode.
    i am no Long term investor, i am looking for BBRY to go to 25/30 $ and i am out.
    as far as me coming up with the same reasoning, that's correct I for one see it no other way.
    again I may well be completely wrong and Nokia is going to trade at 5 euro where BBRY is going south, but i doubt it, time will tell as always.
    Mar 27, 2013. 11:36 AM | Likes Like |Link to Comment
  • Buy Nokia Hand Over Fist [View article]
    @ Peribanu : how can one assess that Nokia is undervalued ? there are many people doubting very much the value of Nokia's assets versus the debt on the balance sheet and Eltrop is far from being trusted as coming on as a clean-sheet CEO.
    i am not saying it is not undervalued, i am merely stating as in my previous post... why when Nokia was trading at 1,50 euro and the company was a mere snip to take, why did MSFT abstain from purchasing it and let's be clear they had all the intention of doing so, they could have taken it for ZERO, just guaranteeing Nokia's outstanding commitments to the Banks they could have gotten Nokia for free and they did not buy it and now some of you may think they come in and take it North of 5 euro ?
    look at Elrop and Ballmer they are from the same school, they look like 2 losers, one came up wanting to do a Steve Jobs and could on stage not even get this tablet onto the big screen at launch and the other recently in an interview threw an iPhone on the floor? and you take these guys seriously ?
    Mar 27, 2013. 11:13 AM | 1 Like Like |Link to Comment
  • Buy Nokia Hand Over Fist [View article]
    @ to all: ok, i have a different view - BBRY to me is a niche player and they know it, they are adjusting their operating expenses accordingly, they will concentrate on the high end of the market and they make a smart-phone for the use of business people, not so much for all the unnecessary apps that the large public requires, they have a very loyal following and they are immense popular in Indonesia, where they have 50% of the smart phone market. the company is debt free and it emerges out of the ashes by its own strength and very importantly they have no obligation to a large participant who is furnishing them with cash.

    Nokia is all the opposite of that, figure that out for a second, they are volume pushers at no margin, they have huge operating expenses, they have a partner who nearly bought them 18 months ago, the paper-work was done and at the last minute MSFT withdrew and changed into a long term finance agreement, what made them change their mind ? ever wondered ? they saw something on their balance sheet which scared them to dead ? who knows..
    MSFT is under enormous pressure to come up with some share holders return besides the lousy 3% dividend, there where all major American tech companies such as AMZN, GooGle an Apple showed in the last 3 to 5 years X times 100% of return on share holder price, MSFT did nothing, it's been going sideaways for 10 years.
    MSFT and Nokia is the worst combination you can have, one has got no money and the other has got no vision and commitment, MSFT is playing the soft-option by being in bed with Nokia, it's risk free for them and they obviously have a call option on their assets against the loans as collateral.
    look at where they are going, absolutely no where.
    MSFT tablets look like crap, Nokia cannot provide volume on the high end of the smart phone market , only at the low end.
    it's one big disaster, this bounce on the share price from 1,35 euro to 3,65 that's it, that was the move based on " hope " , now back to the real situation as is, the share is slipping all the way back.
    i am no Nokia basher, this company was once King of the mobile phone market, but it took the wrong partner and it's killing them.
    MSFT is working by it's own ( miserable ) agenda.
    BBRY is in a similar situation share price wise as Nokia, but they are free and that's why they are at much better odds.
    Ok time will tell, i was Long Nokia too and switched at 3,25 euro into BBRY at 14 $ - since then BBRY has not moved up, Nokia has moved down.
    Mar 27, 2013. 10:26 AM | 1 Like Like |Link to Comment
  • Buy Nokia Hand Over Fist [View article]
    flocking a dead horse - Nokia is in bed with the wrong partner, MSFT altho full of cash MSFT has done nothing for their own share holders improvement, they are under pressure to re-view their business and as such may well sell their TV entity to Ericsson.
    MSFT is Nokia's banker, Nokia is no longer master of it's own destiny, they live by the grace of MSFT, if MSFT cuts Nokia's 1 bio $ life-line which they receive every 3 months to keep them afloat, they are done.

    MSFT , i fear will pull the trigger, that's what Siemens also fears so they want out of their JV with Nokia.

    you want to make money out of your Nokia shares, sell them now buy BBRY and you may recoup some of yr losses.

    continuing to pour money into Nokia is madness, get out while you can. is a shame bcse the Old Finnish war-horse merits a come back, but they picked the wrong partner and it's all too little too late, they are mere volume pushers at no margins.
    their new smart phone looks nice, but you can't even order the damn thing and now with the arrival of BBRY that 2 month window they had is gone.
    your betting losers, if the stock bounces sell and get out.
    Mar 27, 2013. 03:22 AM | 1 Like Like |Link to Comment
  • Why China Cannot Be Apple's No.1 Market [View article]
    well than that's all they need to do, you don't need yr name on a plaquette to enter a market, just buy your way in and then build the business from there, that would also give Apple it's much needed cheap phone and tablets for all the upcoming markets, without lowering the image of the strong Apple brand and over time as standard of living improves you melt the 2 together.
    anyway i am sure the guys running Apple are light-years ahead of us, so whatever we may write, think or evaluate.. they have done and moved on..


    thank you for yr interesting paper.
    Mar 27, 2013. 02:15 AM | 1 Like Like |Link to Comment
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