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dweebster

dweebster
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  • Report: Nokia plans to launch new phones, working on VR projects [View news story]
    Hey Seppo,
    Well, the discussion goes on and on. I have an android device from Google, my wife has a Nokia running Windows Phone. Both work fairly well. Hers cost less. Still, one senses that MSFT can not get ahead of the curve, so many quick changes happening. They are presently a cost leader for young folks who don't have a lot of cash to throw around at an iphone, or even an android device. Seeking Alpha by the way has a pretty terrible ap on both android and WP. Here's a thought from the experience of Warren Buffett. He bought American Express a long time ago, and made a lot of money on a bank in trouble because he recognized the value of the BRAND. The Nokia brand still carries weight - especially if the build stays good. But it may have been correct for Nokia to throw in the towel when all they had was Windows Phone, and no money to market their own brand effectively. Truth is, Nokia was truly a day late and millions of dollars short, and the marketing of the once-great brand the last few years was terrible, terrible, terrible. Nokia is a collection of nerds who know how to do engineering, but are dead in the water in terms marketing to the global public. They might be able to come back in phones, carefully, if they avoid any connection at all to the hated (in Europe) MSFT and alas the United States and it's snooping NSA. And get some marketing. I can supply consultant names if anybody at Nokia is even reading this. However, they may not need the phones - the ALU deal is an absolute masterpiece in a string of smart moves. If you want to know my personal simple "silver bullet" approach for any new Nokia phone initiative it would be to have dedicated small stores or kiosks where only Nokia-branded, or fabricated gadgets are sold. But, hey, they are doing rather well participating in the great build out of 4G LTE technology to plug the holes in the bait and switch, for example, in the USA where people still have lots of trouble getting downloads of overpriced data from crappy cell phone coverage. Love your work on SA, Seppo. You are the man. cheers
    Apr 21, 2015. 11:46 AM | 2 Likes Like |Link to Comment
  • Alcatel-Lucent Investors Should Embrace The Nokia Merger [View article]
    What a bunch of whiners! great move by Nokia. long term will work for ALU folks as well, just not tommorow morning. so long, day traders.
    Apr 20, 2015. 11:32 AM | 5 Likes Like |Link to Comment
  • Goldman sees iron ore at $40 by 2017; downgrades Rio, BHP, Fortescue [View news story]
    Steel will always be needed, for war and peace, swords and spoons. Crafty BHP will find a way to prosper, located in the middle of a huge market. cheers
    Apr 17, 2015. 11:33 AM | 2 Likes Like |Link to Comment
  • Double-digit sales growth for organic food in U.S. [View news story]
    as demand increases for organic and natural, so will prices even as supplies are crimped. There will continue to be strong pressure to adulterate or compromise quality. "organic" foods from China, Thailand, and Mexico (remote, poorly monitored) places. look for more and more scandals. invest with quality and commitment, that is whole foods (wfm) and united natural foods ( info) the original and honest hippies from Texas and Colorado. cheers
    Apr 17, 2015. 11:20 AM | 3 Likes Like |Link to Comment
  • United Natural Foods - Despite Recent Correction, Wait Before Buying Into The Shares [View article]
    Goodman. but isn't unfi the go-to supplier for organic and natural food with reliable sources?
    Apr 16, 2015. 01:58 PM | Likes Like |Link to Comment
  • Shell agrees to buy BG Group for $69.6B [View news story]
    you got it, retired. its that simple, basically, at this time. simple idea, big result. cheers
    Apr 8, 2015. 07:45 PM | Likes Like |Link to Comment
  • California Resources: Activist Investors Finding More Value In Oil Explorers [View article]
    I have been amused that for a long time CRC was followed on SA by a massive 11 people, as opposed to thousands for CVX, Oxy etc. Perhaps one of them was Blackrock, ha ha. Morningstar spotted the huge disconnect between the value of CRC in terms of oil in the ground and share price. Why would I not buy a company worth $16 per share for $3-$5? As an oil and gas guy it became clear to me, looking at the map and production, that CRC will be a key player in California oil and gas for many years - unless CA environmentalists would prefer to watch as majors build giant LNG terminals, or consent to long freight trains hauling crude oil into the state - or to giant pipelines etc etc. gouging across the countryside. The land position that Oxy accumulated for CRC is awesome. With any luck at all CRC will find a few more very large oil fields; yet the conventional fields will be producing for many years at any rate. CRC is a no-brainer, which one assumes is the reason why hedge funds seem to have devolved upon that company. I'm hoping, frankly, that the company survives these prima donna fund jerks. See you round the oil patch.
    Feb 7, 2015. 10:42 AM | Likes Like |Link to Comment
  • The Great PE Multiple Expansion Of 2011-2014: Why The Market Must Eventually Crater [View article]
    Well, I suppose that if you keep predicting the same thing long enough, you'll be right someday; like that famous stopped watch that is correct twice a day. The problem with your posture is the faint aura of right-wing politics (hidden agenda, the economy would be so much better if we did nothing except cut federal spending; if we did not bail out GM yadda yadda), and that the conclusion, whatever it is, is not really actionable. Shall we all sell our portfolios to cash?
    Feb 6, 2015. 08:36 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: RadioShack Declares Bankruptcy After Years Of Losses [View article]
    So long, Radio Shack. You will not be missed. Never, ever, experienced worse staff than at Radio Shack. Bye bye. Revenge is sweet.
    Feb 6, 2015. 08:24 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: RadioShack Declares Bankruptcy After Years Of Losses [View article]
    Might it possibly be that refining margins are up due to lower feedstock costs, thus, more profitable? Politically, yeah, dumb. But, hey, ya gotta buy food for the family, kids in college, etc.
    Feb 6, 2015. 08:22 AM | Likes Like |Link to Comment
  • Kroger Looks Like A Sell [View article]
    Kroger is yet another big box grocery store pig-in-lipstick. KR is a cosmetic make-over project, copying Whole Food's look without really understanding the sea-change in approach represented by WFM, and, truthfully, other small markets. Every adulteration scandal only drives another nail in the coffin of big-business food stores, that sell so many products - biased towards the highest markups without concern for health - that quality control goes out the window. No class. Little if any concern for the welfare of the customer. Safeway had a run with investors a few years back. Put in fancy lighting and tarted up the stores. Now it is swallowed up by Albertson's/private equity. And, it deserved to be swallowed up. Nothing much had really changed at Safeway, especially the switched-off staff sadly burdened by idiotic management practices. The whole methodology of these mega-stores is to sell piles of high-margin crap to uninformed customers. Tread carefully shoppers. World be changin'.
    Feb 6, 2015. 08:13 AM | 1 Like Like |Link to Comment
  • Nokia Corporation's (NOK) CEO Rajeev Suri on Q4 2014 Results - Earnings Call Transcript [View article]
    Poor Nokia. Stock goes up on corporate good news, falls down on Euro bad news. Management might try retiring some of the shares. Eventually, Nokia will be fine, but of course it's not in the glamorous part of the phone biz anymore. So, not much press coverage. But maybe, as they say in Blazing Saddles, "no noose is good noose".
    Feb 5, 2015. 05:03 AM | 1 Like Like |Link to Comment
  • Whole Foods - Don't Ignore This Metric [View article]
    Sorry, Gary. Doesn't work for everyone for various medical reasons that I don't care to take the time to spell out for nitwits. Nice try at a simple reaction for a difficult subject, though. Fox News does the same thing for it's "audience" of sycophants.
    Feb 5, 2015. 04:57 AM | Likes Like |Link to Comment
  • Whole Foods - Don't Ignore This Metric [View article]
    Folks,
    I suppose you have all figured out that I am a shareholder of WFM, and also a customer. Something has surfaced recently that might be of interest to you all. This is the scandal in adulteration of nutritional supplements at major stores around the country. See recent NY Times. Every time this happens, the rationale for Whole Foods grows stronger. It is highly unlikely that WFM would tolerate, or deal with companies that offer adulterated products. They carefully screen vendors. The emphasis on local supply, for example of bread, vegetables etc. and other products might well tend to exclude internationally provided, adulterated products from say, China, which is a constant offender. Increasingly, adulterated, and even dangerous foods are offered to a public obsessed with "discounts". Well, cheap is not always the best way if for example you get wheat in a gluten free dietary supplement; or for example peanut residue etc etc. for one who has an allergy. Another good reason to stick with WFM, that supplies as much as possible from local, trusted sources. All the best.
    Feb 4, 2015. 10:11 AM | Likes Like |Link to Comment
  • Whole Foods - Don't Ignore This Metric [View article]
    Don't know why some of the folks think you are negative. I think you are a sharp analyst, with very good grasp of what Whole Foods is about, it's value proposition. And, good suggestions for management to take aboard. All the best.
    Feb 4, 2015. 10:03 AM | Likes Like |Link to Comment
COMMENTS STATS
368 Comments
636 Likes