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  • Retirement Strategy: Our New Portfolio Takes Flight [View article]
    read carefully to understand... it's a buy-the-dips-portfolio, and the target price is the desired (so to speak) entry price, the half point between the 52 week high and low... almost brilliantly simple!
    Mar 12 03:45 PM | 1 Like Like |Link to Comment
  • Nokia Lumia 1020 Edges The Company Back Into Conversation [View article]
    well done article, indeed. long NOK; they have a lot going for them -technology / patents, quality products / services across all their businesses, etc., but very concerned about their execution (incl. marketing, importantly) and how they get on with their partners ... e.g., what can we make of MSFT announcement about upcoming WP upgrades that will very soon support much better hardware than currently rolled out by NOK (incl. 1020)? ...sure NOK knew all about that! timing considerations seem very odd here, both for NOK / MSFT and consumers -why would i shell out $300 now if i can get much better technology at a lower price in just a few motnhs from now??
    Jul 13 04:04 AM | Likes Like |Link to Comment
  • New Lumia Ad: Outrageous But Brilliant At The Same Time [View article]
    for whatever it's worth, i agree with those that say this commercial does nothing for Nokia and its ill-named Lumia series, no matter how great the phone(s) might be. even if the commercial is subtly effective about the 2-3 ideas that its supporters claim, it's certainly nowhere close to a proper and sustained marketing and advertising campaign by any of the two primary Lumia stakeholders (NOK, MSFT), much less by carriers. in fact, we've seen very little (if any) advertising or promotion whatsoever through any carrier distribution channels or independent stores (whether here in Canada or in the US). NOK in particular (and MSFT for that matter) have failed completely in making the Lumias the designated mandatory phones for their staff (incl. their subsidiaries), let alone the preferred phone for partners like MSFT and exclusive carriers. as late as last january, i was in a major trade show in the US where Navteq (fully rebranded as Nokia) was hosting a hospitality suite that attracted major crowds. I attended as a business associate involved with Navteq services, but as a NOK shareholder, i was extremely disappointed to see that at least the 4-5 Navteq/Nokia folks i spoke with were using iPhones. two of the marketing executives that I asked straight out why they wouldn't have the 920 as their phone joked lightly -one saying that she should be more careful and hide her iPhone and the other that she would be getting a 920 at some point. in my opinion, this would have been the least costly (yet quite effective) promotion of their phones, if NOK would require their staff (and probably ask/encourage partners too) to use Lumias at least for their business purposes and flash them to customers / business associates in every opportunity. i've said it before in comments on other articles that so far NOK has botched the Lumia project in a number of areas in the execution front, whether that might be supply chain, exclusive partners, and importantly marketing strategy and activity, thus compromising the future of their smartphone and the value they return to shareholders through the devices division.
    May 2 10:22 AM | 3 Likes Like |Link to Comment
  • Nokia: There Is No Need To Panic [View article]
    thank you for putting things in good (yet diligently conservative) perspective.
    comment/question from my end (and just for the devices business): "... if the strategies are well executed and the company has the products to woo the market, then there is nothing to be worried about." - probably, that's where the problem is: they did the R&D thing and developed good product(s) and potentially good strategies (broad range of features and prices, etc.) but they are definitely lacking in execution; it's completely unacceptable that they screwed up production and experienced supply-chain problems, and it's even worse that they have absolutely no execution (maybe not even strategy) in marketing. there's next to zero advertising in North America in any form of media (and quite likely in other parts of the world too, where their actual market is) and their wireless carrier "partners" have effectively "buried" the Lumias (at least in Canada, you'll hardly see Lumias in their advertising in store, on website, in third party electronics stores, such as Best Buy / Future Shop) plus the Lumia is not offered as an upgrade / replacement device in Rogers' online reservations for those of us on contract that want to switch to another device -instead you see all the Samsungs and all the iPhones and all the HTCs and all the LGs and Motorolas and BBeries and going on). Something has to go, something has to happen to increase traction with the market and realize the trajectory of both the WP8 platform and the Nokia-Lumia phones too. I'm surprised that MSFT is not making any actual marketing effort either, as their new OS broader platform is probably more suitable to mobile devices than the dwindling PC market.
    Frustrated long term NOK long investor from the before Elop era...
    Apr 18 11:03 AM | 1 Like Like |Link to Comment
  • Nokia: Recovery Is Gathering Pace [View article]
    Same with Rogers Wireless in Canada. They have exclusivity for the 920 (and other Nokia phones); yet, there's no advertising and the phone doesn't even show up in the upgrade lists when a customers renew their contracts, etc. Obviously, Nokia is at fault here as they appear to have no interest to push their products (there's no way that they are not aware of the situation). As shareholder, you feel betrayed by the company...
    Apr 11 11:29 PM | 2 Likes Like |Link to Comment
  • Numbers Or No Numbers, Nokia Is A Buy [View article]
    I fully agree. I used to enjoy reading SA articles as I was getting intelligence and other views on stocks and investment matters of interest. But the past few months, the quality has gone south significantly -no quality control on what is being posted. Almost two our of three articles are garbage. Unfortunately, some titles still make us hit such useless postings.
    Mar 27 03:24 AM | 1 Like Like |Link to Comment
  • Think Twice Before Betting On Nokia At Current Price - Part 2 [View article]
    ...so disappointed at Seeking Alpha that allowed a catchy title to an article so irrelevant to investing (i.e., considering the future)! we all fell in the trap and gave both articles undeserved hits just out of curiosity for their nonsense.
    Mar 9 11:04 AM | 2 Likes Like |Link to Comment
  • Danger Signals From Brookfield Infrastructure Partners [View article]
    reasonable highlights and comments - would have been more credible if there were not so many typos in the article!
    long both BIP & BAM
    Mar 4 02:27 PM | Likes Like |Link to Comment
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