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  • Nokia Earnings: What Happened And What Comes Next?  [View article]
    @Tim and @Sid. If $NOK supposed to deliverer 9.5% margin for whole year it has to achieve at least 11.5% for the next 3 quarters. It is unbelievable that margin jumps with 260% and stays at this level for 9 months. I believe the guidance was not thoroughly estimated and more likely the management tried to keep its guidance to calm down the market.
    May 2, 2015. 06:25 PM | 1 Like Like |Link to Comment
  • Nokia Earnings: What Happened And What Comes Next?  [View article]
    @TM, the difference between we, $NOK longs, and those who sold or shorted this stock is that we believe every single word of the management and they are more realistic and wait for the proof. Now, you reiterate Timo and Suri's guidance of 8-11% margin and believe this implies an average of 11.5% margin for the rest of the year? I doubt even they did this simple calcs to derive 11.5% average margin as it seems they tried to hold on to their earlier guidance to calm down the market without even calculating what they have to achieve in order to meet it. After all this is the same management that gave the guidance of 8-11% margin 3 months ago.

    I really think that the company management is not experienced enough to run a company with such scale in addition to they did not focus on the current business this Q as they were busy with $ALU acquisition and HERE sell.
    May 1, 2015. 07:13 PM | 5 Likes Like |Link to Comment
  • Nokia Earnings: What Happened And What Comes Next?  [View article]
    @Tim, with all respect I heard you this time again and it sounds very similar to your previous predictions and then justifications after the misses. I wish I was not heavily invested in $NOK. I will probably wait for another six months and sell all my stocks on spikes.

    Frankly, I believe this time is more serious than earlier misses as if networks turns red then there is no other units to generate meaningful cash and save the company. I wish the management spent much more time on the current business instead of spending so much time trying to do other crazy activities such as selling HERE and merging with $ALU.
    May 1, 2015. 03:00 PM | 8 Likes Like |Link to Comment
  • Here's Why Nokia Is Buying Alcatel-Lucent  [View article]
    In 2013 Elop left Nokia and Suri took over. In 12 months NOK will climb to $20, don't you follow industry journals and quarterly reports?
    Apr 26, 2015. 12:37 PM | 2 Likes Like |Link to Comment
  • Here's Why Nokia Is Buying Alcatel-Lucent  [View article]
    How in the world it can be possible that ALU shares which were bounded in the range $2-$4 in the past 7-8 years rise to $8 in just a few months?
    Apr 25, 2015. 08:28 PM | 1 Like Like |Link to Comment
  • Is Juniper The Next Takeover Target?  [View article]
    @AH, Currently HERE makes €200MM per year even with such an inflated R&D budget. Can you tell me who is that idiot which is singing the seal to sell it to price that implies a PE of 4?
    Apr 25, 2015. 08:22 PM | 4 Likes Like |Link to Comment
  • Michael Kors Set For Significant Future Earnings Growth  [View article]
    You do not need to wait long as when the earning is released by two weeks and it shows 15% growth in the past Q and a mid teen growth rate for fiscal 2016 the PE drops automatically. However, wonder whether the market rewards the company then.
    Apr 21, 2015. 03:34 PM | 2 Likes Like |Link to Comment
  • Nokia +3.5%; company reportedly exploring HERE unit sale  [View news story]
    Good point Tim, I guess 20-25% gain depending on when in 2014 he bought them.
    Apr 12, 2015. 11:44 AM | Likes Like |Link to Comment
  • 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