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mr wonder

mr wonder
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  • Nokia's Cash Position Explained [View article]

    Pretending to be a bull takes away the impression that you are negatively biased concerning Nokia.

    Why are you starting with part 1, which is trying to proof Nokia's weak balance sheet, while you own the stock and by doing so, risk it going down even more... oh yeah, that is why you bought puts?!

    You're mainly posting bearish comments about Nokia, a stock which is only owned for 12% by institutional investors. Could it be that you or your hedgefund is trying to make money by creating negative sentiment amongst retail investors?

    Of course you are referring to your bullish articles. But, like I wrote before, I am very curious about your bullish case, because I did not really get that in the from your previous articles.
    Aug 30 03:09 PM | 2 Likes Like |Link to Comment
  • Nokia: Sell Side Bears Don't Play Fair [View article]
    @ Redrut,

    "NSN is a cyclical business which is arguably at the top of the cycle"

    What makes your think so? In Q1/12 NSN reported a net sales of 2.9b and -1b loss. From there on NSN result improved with every quarter until Q4/12. In Q1/13 NSN reported sales of 2.8b and a little profit. In Q2/13 NSN profit increased. So if NSN is in a cyclical business Q3 and Q4 should show even better results.

    "while simply looking at net cash including prepayments shows Nokia as 1.5bn in debt by the end of the year"

    Could you explain this simple observation?

    Many times you are bringing up/ affirming gloomy assumptions, while repeating you are a Nokia bull. What makes you a Nokia bull then?
    Aug 28 07:32 PM | 4 Likes Like |Link to Comment
  • Nokia's NSN Acquisition Might Be Its Downfall [View article]
    @ George

    The criticism on your article, posted by many readers, is because your article does not back up its bold statements with any form of reasoning or argumentation.

    It is very hard to see how you wanted to inform readers by citing some hollow recommendations found on the internet. The way you conclude, with some bashing metaphors is only making it obvious that you were out to create a negative sentiment and nothing more.

    This is not only unethical. It also looks like you are underestimating (and maybe even offending) SA readers/ NOK investors.
    Aug 28 12:21 PM | 4 Likes Like |Link to Comment
  • Nokia's NSN Acquisition Might Be Its Downfall [View article]
    It seems to me George Kesarios is writing in favor of some shorting hedge fund for some time now.. the one of Prem Watsa maybe?

    With all respect, but again his article is going nowhere.

    The first four paragraphs are a iteration of some empty bearish Wall Street headlines of today and last month.
    The fifth and six are referring to his own bearish article, which back then was already making no sense, without any fundamental information to back up his skepticism
    In the last two paragraphs this author is again using hollow bold statements mentioning the balance sheet is "on thin ice" and "it does not include his beef" and... oh yeah, lets throw in "the bondholders who are going to declare bankruptcy".

    I might add Kesarios to my black list right under Kofi Bofah within the next 24 hours.
    Aug 27 04:54 PM | 19 Likes Like |Link to Comment
  • AT&T to sell Lumia 925; Deutsche calls Nokia a "value trap" [View news story]
    First and foremost, all stock markets went down today (Syria)

    Second, Nokia is one of the favorite stocks by the big trading investment banks (GS, MS, Deustsche bank, etc.). This is because the stock is volatile. Because the stock is volatile traders trade. Because traders trade the stock becomes volatile. A self full filling prophecy.
    From there on the business model is simple. The only thing those trading hedge funds need to do is create uncertainty. They do this by their own Wall Street press, creating hypes, publishing hundreds of reports/ tweets/ leaked messages of their own proclaimed analysts. Then it's just a matter of having the fastest hyper trading computer on the block. Those Titan machines do the rest in ripping off the money of the retail investors. The bankers don't even feel sorry. They didn't steal your money. Those machines did.

    As a retail investor you should not get distracted by the charts.

    Windows is the worlds most used OS and has the best potential of becoming the best integrated eco system amongst all devices.
    Further, consumers, companies and carriers all want (or need) a third mobile platform. After all, it is in not in their interest to face a duopoly between Google and Apple.
    NSN is not making loss either. Restructuring it a bit more, will only improve its profitability on the long term.

    All in all, not a bad situation for Nokia and its investors to be in.
    Aug 27 03:42 PM | 7 Likes Like |Link to Comment
  • AT&T to sell Lumia 925; Deutsche calls Nokia a "value trap" [View news story]
    How frustrated must it be, to make up a warning without having any fundamental facts to support your bearish case. Well, you can always throw in some bold statements like "value trap" and "cash burn".

    Also Deutsche Bank is one of the ever Nokia bears. However, the lack of content or argumentation to support their bearish case is only confirming the opposite. =)
    Aug 27 12:57 PM | 16 Likes Like |Link to Comment
  • Nokia Falls Victim To Politics In China [View article]
    @ Techny,

    It is mainly because of the EU and US that countries like China and India were able to grow as fast as they did. The emerging markets are getting (and stealing) all technologies which were developed in the West over multiple decades, and costing multiple g.n.p's, for free.
    The EU and the US would be stupid to let them being discriminated by the emerging markets in return. The EU (and I also believe the US) stands for free trade without discrimination. If China is discriminating Western companies then the West should take appropriate measures.
    Aug 27 11:53 AM | 5 Likes Like |Link to Comment
  • Worldwide Lumia 1020 Initial Pricing Suggests Nokia Is Testing The Market [View article]
    The Lumia 1020 is halo and Nokia should keep it halo.
    It should remain an exclusivity until it has a successor.
    Its "halo-ness" will radiate to the more affordable Lumia's. People will be tempted to get a Lumia, because of the exclusive halo Lumia 1020.

    The new rumored iPhone 5C is being feared, not because of its technical qualities, but just because it has an Apple logo on its back. Apple is still bearing the fruits of its considered luxury and "high end" image, even though the latter originates from a far distant past.

    Technically and design wise, the Lumia 1020 outperforms the iPhone 5 in every way. With products like the Lumia 1020, Nokia is able to take back a great part of that Halo image from Apple.
    Aug 25 07:27 PM | 13 Likes Like |Link to Comment
  • A New Direction For Microsoft As CEO Steve Ballmer Retires Within 12 Months [View article]
    Rather amazing.
    How a retirement announcement, which was already looming on the horizon, can make the stock jump with more than 7%.

    Did the landscape of competition suddenly change?
    Did Microsoft's business model suddenly got stronger?
    Did Google or Apple ceased to exist?
    And foremost, whit what magic vision is a new CEO going to improve Microsoft from being one of the strongest companies to even stronger?
    Aug 24 06:33 AM | 2 Likes Like |Link to Comment
  • China Mobile hands out $3.2B worth of 4G orders [View news story]
    China is eager to take advantage of the benefits of the open markets in the Western world. However, this China Mobile tender once again shows that China is not really willing to open its market for foreign companies.

    The way the total tender is divided between companies, shows a clear preference for Chinese companies. It is not a matter of letting the best company wins. .
    Most probably ERIC, ALU and NOK got a little piece of the pie because those companies own valuable knowledge which is of interest for the Chinese.

    This should be answered the same way by Western authorities, giving preference for Western companies.
    Aug 23 03:27 AM | 6 Likes Like |Link to Comment
  • Nokia tablet specs reportedly leak; Google blocks YouTube WP app [View news story]
    @ madav1138

    Agree. The whole app hype, running the show for Google and Apple is greatly exaggerated. Soon smartphones are capable of doing the same things as tablets, ultrabooks or pc's. Running Windows (Pro) on your smartphone, paired with a 1080p display, making it possible to connect it with any monitor or any other device (keyboard) you like. Soon apps as well as ecosystems become irrelevant. Every device shall be able to just access and consume information, data, media on the good old ecosystem called Internet.
    Aug 16 04:07 PM | 2 Likes Like |Link to Comment
  • Why 'Rock Star' Einhorn Picked Apple Over Microsoft (And Why You Should Too) [View article]
    "These hedgefund managers talk quite a bit to prop up their positions."

    Not only these hedgefund managers, also Wall Street affiliated press like Insiders Monkey.
    If you are not able to do your own research on what the true value of a company is, then better act the opposite way of what those guys (hedge fund managers, Wall Street press, Goldman Sachs, etc.) tweet, say, write, recommend you to do. Because the only way for them to make those huge profits in trading, is by manipulating the herd of retail investors.
    Aug 16 03:34 PM | 4 Likes Like |Link to Comment
  • Nokia tablet specs reportedly leak; Google blocks YouTube WP app [View news story]
    @ Russellm454

    I don't see how selling advertisements is unethical and dishonest.
    It just has two advantages.
    By having revenues coming from advertisements, Microsoft is able to lower its selling price of WP. The same could Nokia do for HERE maps.
    Microsoft and Nokia could make a free edition (which allow advertisements just like Android/ Google maps) and a payable edition (without advertisements). This might increase revenues, grow the WP ecosystem significantly and take some wind out of the sails of Google.

    Just some thoughts :)
    Aug 16 11:59 AM | 1 Like Like |Link to Comment
  • Nokia tablet specs reportedly leak; Google blocks YouTube WP app [View news story]
    Microsoft could also copy Google's way of making revenues on advertisements?
    Aug 16 10:43 AM | Likes Like |Link to Comment
  • Apple Could Go To $625 [View article]
    "Now BBRY is seeking a seller"... should be "buyer" :).
    Aug 15 06:31 PM | 3 Likes Like |Link to Comment