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mepa84

mepa84
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  • Update: What We Make Of Michael Kors' Earnings [View article]
    Good job with curve fitting, however, I do not believe that a mathematical model can predict things like brand erosion or effect of competitors' new products. This sector is very volatile and big money does not like it as it is not predictable. Every now and then a new competitor arise which eats others' lunch. Example, Kors and Coach.
    Feb 6, 2015. 01:23 PM | 1 Like Like |Link to Comment
  • Michael Kors Holdings beats by $0.15, beats on revenue [View news story]
    Tired of this stock. It seems the big money does not like this sector and this company. Everything the company does still it cannot convince the big money that it is a growth stock. Simply, the market and big money considers it as a dead money and do not invest on it. I will sell this stock when it breaks $70 and hope you guys enjoy its performance.
    Feb 5, 2015. 06:45 PM | 1 Like Like |Link to Comment
  • Kors Is A Steal At This Price With 80% Upside [View article]
    I bought some at $88 but managed to bring my average down to $75 and sold them for $77.5 a few months ago. Again, I bought some at $75 and managed to bring down my average to $72.5. Waiting to see a bounce back to $75 to sell again and will never touch this stock. For me lowering my average price worked once.

    However, I think this stock has a hard time to convince the big money and will go nowhere until it makes some impressions on those investors.
    Jan 21, 2015. 06:43 PM | 3 Likes Like |Link to Comment
  • Nokia: Cheap LTE Phones In China Another Long-Term Tailwind [View article]
    Thanks for a thoughtful article.
    Jan 20, 2015. 04:20 PM | 1 Like Like |Link to Comment
  • Alcatel-Lucent jumps on new Nokia merger report [View news story]
    @ AH, that's the dead cat bounce.
    Dec 18, 2014. 03:26 PM | Likes Like |Link to Comment
  • Alcatel-Lucent jumps on new Nokia merger report [View news story]
    "If Nokia doesn't act aggressively soon Alcatel-Lucent may be way too expensive if it hasn't already become."

    Are you kidding? I could not believe my eyes when I saw this sentence. In order to getting into hands of French government and buying a money losing company with no profitability in sight they should aggressively act?
    Dec 18, 2014. 03:20 PM | 5 Likes Like |Link to Comment
  • Nokia launches 7.9" Android tablet; shares +3.4% [View news story]
    Has Nokia recently made laptops?
    Nov 18, 2014. 06:04 PM | 2 Likes Like |Link to Comment
  • Nokia launches 7.9" Android tablet; shares +3.4% [View news story]
    Seppo, Your estimate of 1M for 2015 is too low, I would consider a figure one order of magnitude greater. As Nokia pointed out there will be more releases of new products, sizes and features in coming months. In addition, Nokia brand in China and Eastern Europe is very strong and since these devices are Android they will sell well. Not to mention that since a Chinese manufacturer is taking care of the manufacturing and sale it will be very price competitive. I would become very worried if I owned $AAPLE shares as it looks like tablets are becoming commodities and Chinese will eat its lunch.
    Nov 18, 2014. 02:43 PM | 1 Like Like |Link to Comment
  • Nokia strikes mapping/analytics deal with SAP [View news story]
    Thanks, great news.
    Nov 11, 2014. 06:15 PM | 1 Like Like |Link to Comment
  • Update: Michael Kors Reports Q2 2015 Results, Beats Estimates [View article]
    @Red Deer, the forward looking PE is only 13 (considering that the cash it owns, which is almost 10% of market cap, and conservative $4.8 profit for next fiscal year). Do you know any stock that has such a low forward PE ratio that its profits grows with 20% ($KORS profit grew 40% this year).
    Nov 7, 2014. 06:18 PM | 1 Like Like |Link to Comment
  • Let's Put Michael Kors' 'Disappointing' Quarter In Perspective [View article]
    Thank you, Brian for a nice article. I believe the weakness in this stock is due to the following 4 issues:

    1. Many investors see $KORS as a follow up to $COH story. $COH also grew very fast a few years ago and then fell like a rock. Many people believe that this will happen to $KORS as well.

    2. $KORS was the baby to momentum traders/investors and these investors sell off the stock when the momentum slows down. This suggests that the weakness might continue for a while.

    3. As you correctly pointed out expectations are very high although the stock is dropping which suggests that the earning report should be perfect in order to boost the stock. Any minor weakness triggers a sell off.

    4. Many value investors do not like the affordable luxury sector and avoid investing in such companies. They argue that in this sector some brands emerge and grow fast but die also when a new one takes the lead. Now, it seems many investors believe that $KATE will be the new star and will kill $KORS the same way that it killed $COH.

    As a value investors, who has invested in $KORS heavily, I think if the company continues its current growth for the next 2 Qs we will never see $KORS below $100. Until then we might see $KORS fluctuating in the range $65-$75.
    Nov 7, 2014. 04:43 PM | 3 Likes Like |Link to Comment
  • Investors not buying Kors beat as holiday guidance is sluggish [View news story]
    @Stan, 100% growth in Europe and Japan in which $KORS has very few stores and essentially underinvested there and the potential is huge is not enough to be a big change.
    Nov 4, 2014. 11:23 AM | 2 Likes Like |Link to Comment
  • Investors not buying Kors beat as holiday guidance is sluggish [View news story]
    The market ignored the 106% growth in Europe and Japan. Since there are many places that $KORS has not opened any stores in those regions as well as in the rest of Asia, it seems we will have sustained growth for a few more years and triple digits stock price next year.
    Nov 4, 2014. 10:51 AM | Likes Like |Link to Comment
  • Nokia -1.6% on Bernstein downgrade [View news story]
    To me it looks Pierre Ferragu is a stubborn person with little knowledge in the field who desperately tries to prove his point that $NOK is not a good investment by issuing nonsense analysis and sitting and watching the share drop days after and saying did you see I said it is a bad investment? Also, I have noticed he is biased towards French companies and bashes any competitors to them.

    I do not trust him at all and consider this price drop as an opportunity to add more. Good luck to those who listened to him.
    Nov 4, 2014. 10:37 AM | 5 Likes Like |Link to Comment
  • Update: Nokia's Impressive Earnings Support Our Bull Case [View article]
    @Doug, why did you choose that date? why did not you choose someday in October 2013 which it was at $7s instead? Apparently, on 11/22/13 the share was at a peak and it fell after that. We know that Euro has dropped vs. $ with more than 10% this year. Why do not you consider the ordinary share in Helsinki which has a good ride in Euro since last November?
    Oct 24, 2014. 06:08 PM | 3 Likes Like |Link to Comment
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76 Comments
137 Likes