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mr wonder

mr wonder
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  • Nokia Beats EPS Estimates, Bears Beat It Down [View article]
    "This deal was suppose to be over QQ1."

    So? They have until March :)
    Jan 24 04:45 AM | 2 Likes Like |Link to Comment
  • Nokia Beats EPS Estimates, Bears Beat It Down [View article]
    @ Doggiecool

    The who, what and where items are not important.
    Who: CEO can't be named. Who are you going to get, without knowing 100% certain whether D&S leaves the group.
    Why: See my previous reply point 7.
    Where: Are you really longing for information about headquarters... now?

    In business, whether you like it or not, good deals are made behind closed doors. Only after closing deals are being made public. That's why a great part of investing is based on rumors. The value of a company lies in its future, not in its past.

    HERE does not necessarily need to be famous and known in order to be successful.
    Tell me someone who is aware of Snapdragon Qualcomm socs in his/ her smartphone.
    Most people think about soc's keeping their feet warm.
    HERE makes about 1 bil EUR revenue. Most of those revenues are invested in HERE again. That's why the bottom line is thin for now, however this can sharply increase once all 2D/ 3D digital info is gathered.

    So, as always during the last 2 years, you inform everyone every time about you selling all of your Nokia shares. As always, you buy them back at the lows.
    Jan 24 04:36 AM | 2 Likes Like |Link to Comment
  • Nokia Beats EPS Estimates, Bears Beat It Down [View article]
    1. What stealth mode do you exactly mean? Do you prefer a company screaming their internal secrets and "know-how" to all of the competition? Name one company who does? Take your time. Apple maybe?
    2. 3. If they piss millions I hire them,
    4. Don't you think this is rather confidential information? Do you think it is a wise strategy, limiting the revenue stream from IP by telling the whole tech industry what kind of price agreements you made with previous parties?
    5. HERE is used in 4 out of 5 car navigation systems.
    "No one knows about HERE"
    Really? Oracle, Amazon, Yandex, Nikon, Garmin, Microsoft, Yahoo, Groupon, etc. . are all using HERE maps. HERE prime places, Nokia City Lens, Nokia Transport are all using HERE maps. Besides, do you think Microsoft would go and nock on Google's door for using Google maps?
    6. You shouldn't disclose that kind of confidential information.
    7. In Q3 2013 Nokia bought Siemens part of NSN, they sold D&S to Microsoft. And now doggiecool expected Nokia also to spin off HERE & AT at the same time? What kind of panic would that have caused to all who is related to Nokia. One thing at a time.
    8. I did not know that filing a PR release on NYSE belonges to a decent investment analyses.
    9. You really are burdened with too much insiders info.
    10. This is something we will never know. Looking at the earnings. D&S did not show much of a pleasant surprise.
    Jan 23 07:15 PM | 7 Likes Like |Link to Comment
  • Nokia Corporation beats by €0.03 [View news story]
    The MS sale is not closed yet.
    It would be rather foolish to make formal announcements regarding a still not 100% certain future.
    Jan 23 09:05 AM | 5 Likes Like |Link to Comment
  • Nokia Corporation beats by €0.03 [View news story]
    If this was "as expected", the stock will bounce back to where it was before earnings.
    Wait, the stock is recovering already.
    Now just down -2.3% in Europe.
    Jan 23 07:52 AM | 1 Like Like |Link to Comment
  • Why Nokia Is Dead Money [View article]
    As far as "lackluster NSN contract wins" I suggest you take a look at NSN press releases and find that NSN is quite busy these days.
    http://bit.ly/LVAUA3
    Jan 22 05:33 PM | 2 Likes Like |Link to Comment
  • Why Nokia Is Dead Money [View article]
    You are posting these hollow bearish comments about Nokia since NOK was trading at $ 3,-.
    By now you should know that when surprises appear you are too late to jump on that train.
    Jan 22 05:04 PM | 8 Likes Like |Link to Comment
  • Why Nokia Is Dead Money [View article]
    In the case of Nokia, sales are not all the revenue the company makes.
    Income out of patents and services are normally not considered as part of sales.
    Cash, like you said, is also no part of sales.
    It would be better if George also had mentioned the forward P/B ratio, after closing the D&S sale.
    Jan 22 03:54 PM | 2 Likes Like |Link to Comment
  • Royal Dutch Shell: 'Shell Shock' Offering Buying Opportunity? [View article]
    In your article you picked the most dramatic numbers to support your own thesis about RDS. But those number do not give a good picture.

    CCS earnings excluding identified items are $ 2.7 as compared to $ 5.6 year. Then you have to take into account that a new CEO always makes sure he/ she starts at the utter most bottom on the bottom line by maximizing impairments and bringing forward all possible write offs and maintenance costs.
    http://bit.ly/1e4AkpN
    Jan 19 04:54 PM | Likes Like |Link to Comment
  • Sell Shell And Oil Majors, Buy High Growth Undervalued Juniors [View article]
    @ Josh Young

    "Shell forecast earnings of $2.2 Billion, down from $7.3 for the same quarter the previous year."

    You picked the most dramatic numbers to support your own thesis about RDS. But those number do not give a good picture.

    CCS earnings excluding identified items are $ 2.7 as compared to $ 5.6 year. Then you have to take into account that a new CEO always makes sure he/ she starts at the utter most bottom on the bottom line by maximizing impairments and bringing forward all possible write offs and maintenance costs.
    http://bit.ly/1e4AkpN
    Jan 19 04:44 PM | Likes Like |Link to Comment
  • Intel's Time Is Running Out [View article]
    How remarkable.

    So many people here commenting and pretending that they do not want anything to do with INTEL, however they are all here wasting their precious time bashing INTC.

    Hmm.... or, could it perhaps be that most of them desperately want back in hoping to make a nice trade profit before INTC goes ex-dividen.

    Obvious :)
    Jan 17 03:15 PM | 4 Likes Like |Link to Comment
  • Intel Dips On Earnings: Time To Buy? [View article]
    Joey2x, you represent exactly what I meant.

    You are trying to convince others to sell their INTC stock with nothing more than hollow arguments.

    Please enlighten me by showing your calculation of the intrinsic value of INTC? And then, while you're at it, tell me which stocks you have that are below their intrinsic value.
    Jan 16 07:25 PM | 1 Like Like |Link to Comment
  • Intel Dips On Earnings: Time To Buy? [View article]
    Remarkable.
    So many comments trying to convince others that they should sell without mentioning any real arguments other that they are glad they sold yesterday....
    And now of course they are all eager to get right back in before ex-dividend at a nice discounted price.
    Good luck fella's I am not selling.

    The future will be more and more CPU.
    Intel is rapidly learning from its mistakes.
    It is reorganizing to become leaner and meaner.
    It is already gaining fast in the tablet market.
    Growth in the data center group is robust.
    The pc client group has reached its bottom.

    Good luck to all wanting back in at at a few dollars lower.
    Jan 16 06:28 PM | 1 Like Like |Link to Comment
  • Electronic Arts Still Stuck In The Battlefield 4 Quagmire [View article]
    There are no serious issues already for a long time. Battlefield 4 simply is better than Ghosts (Activision) in every way. It's just Activision heavily invested hedge funds who are keeping the BF4 issue stories a life.
    Jan 15 07:58 PM | Likes Like |Link to Comment
  • Why You Should Dump Zynga And Glu Mobile For This Stock [View article]
    @MEKhoury

    I truly don't see a endurable earning model in mobile gaming.
    I am open for debate, waiting for some good mobile franchise titles (next to Angry Birds of course) or ways how mobile gaming is monetized and with what margins.

    @ Awesomeimo101

    "Many people don't care much about playing games on consoles or PC "

    As far as I understood Sony and Microsoft both sold about two million console each within 18 day after launch.
    http://bit.ly/1hdA5iU

    Imagine every new console buyer (in 18days 4 million), buying one new EA game a year.

    How many buyers should GLUU convince to buy in order to gain the same earnings as EA? 160 million (40x4mil) in the first 18 days after launch of a new game? Seems like a hard game to me.
    Dec 31 05:51 PM | 1 Like Like |Link to Comment
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