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Tattoo123

Tattoo123
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  • Here's Why Nokia Is Buying Alcatel-Lucent [View article]
    If you have a pitcher of Kool-Aid and you add proportionally more water than powder, you get a diluted drink. If you add proportionally more powder than water, you get a more concentrated drink. If the proportion is the same as in the original drink, you just get more of the original drink.

    The fact that new shares will be issued (regardless of the number) does not automatically means dilution.

    Dilutive, neutral and accretive are part of a continuum. The ALU-NOK deal cannot be dilutive and accretive at the same time. I am not sure where it will fall on this continuum, but I suspect it will be accretive.

    Now, it could be dilutive short term and accretive mid term and long term. If the powder in the Kool-Aid does not dissolve immediately, it could be diluted short term but more concentrated later.
    Apr 25, 2015. 09:35 AM | 2 Likes Like |Link to Comment
  • Micron DRAM Share: A Rumor Of War? [View article]
    I will give him a biscuit...

    He is the one in 2012 who opened my eyes and kept them open on Nokia's Network division (then Nokia-Siemens), when all around people could only talk about phones. I still have my shares today (bought under $3).

    I got interested in Micron following the writings of Russ Fischer (thank you Russ), but I must say that I am also pleased to read doggiecool's comments here (sometimes more than once thanks to his peculiar handle -- BTW is it not time for an update to a rectangular one?)

    So please accept this as my formal thank you doggiecool.
    Apr 23, 2015. 06:08 PM | 1 Like Like |Link to Comment
  • ALU hit with post-merger downgrades; NOK gets mixed reaction [View news story]
    Yes, buy fear and sell greed.

    Bottom of the bottom line for me is that I like and trust Suri...
    Apr 21, 2015. 02:34 PM | 2 Likes Like |Link to Comment
  • ALU hit with post-merger downgrades; NOK gets mixed reaction [View news story]
    gwynfryn,

    The bailing out might be from those people who were planning on getting out of ALU by the end of the year or so (short term oriented thinkers). Their original reasons for being in ALU might have simply disappeared. They are not necessarily interested in NOK nor in holding for a longer term. Their envisioned future could have been taken away from them...
    Apr 19, 2015. 01:41 PM | 3 Likes Like |Link to Comment
  • Nokia - Alcatel Merger: A Great Deal For Nokia, But Will Alcatel Shareholders Accept Such A Rip-Off? [View article]
    Seppo,

    I like your arbitrage thinking, but don't you need to take into account the fact that the New New Nokia shares do not offer a dividend but the Old New Nokia does?
    Apr 16, 2015. 02:17 PM | 1 Like Like |Link to Comment
  • SanDisk - More Weakness Ahead, Don't Pull The Buy Trigger Yet [View article]
    I fell in love with this strategy as soon as I discovered and started using it. I apply it almost only on stocks that I would not mind owning at the strike selected. And if I can get 1.5-2% per month, it suits me quite nicely. I would say that I close my position early about 20% of the time. If I have already captured more than 80% of the premium and a fair amount of time remains before expiration, I consider closing my position to get my capital back.
    Feb 25, 2015. 11:50 AM | 2 Likes Like |Link to Comment
  • SanDisk - More Weakness Ahead, Don't Pull The Buy Trigger Yet [View article]
    You must buy to close your position, but the premium (not a "dividend") you capture by buying back earlier might give you a higher return than $2.67 per day. For example, if the put comes down to $0.60 30 days before expiration and you choose to close your position, you will have retained $1.00 (1.60-0.60) for a 30 day holding period. That gives you a return of $3.33 per day. And you also free up your capital for a possibly higher return elsewhere.
    Feb 24, 2015. 04:25 PM | 1 Like Like |Link to Comment
  • SanDisk - More Weakness Ahead, Don't Pull The Buy Trigger Yet [View article]
    user158,

    You already sold it when you opened your position. You need to buy back your put to get out of your position. And yes the put becomes cheaper as the stock price rises. At expiration it is worth $0 if the stock is above $75, but you can also close your position earlier if the stock climbs fast and high enough before expiration.
    Feb 24, 2015. 09:43 AM | 2 Likes Like |Link to Comment
  • Strong N1 Tablet Sales Confirm Nokia's Global Brand Appeal [View article]
    Market Makers
    Jan 11, 2015. 10:10 AM | Likes Like |Link to Comment
  • Micron: The Best Is Yet To Come [View article]
    Bruce,

    "However, if I had checked the coin and knew it was just a regular coin, I would bet for tails on the sixth try."

    You would still have no more than 50% chance of winning... Someone else betting on a head would have the same probability as yours... [Return to square one from Jaret]
    Jun 15, 2014. 12:44 PM | Likes Like |Link to Comment
  • Nokia Patents: A Big Business [View article]
    My guess is if a regular dividend of at least .20 euro is announced, the stock price should move quickly and stay above 8.50-9.00 (not sure about 9.50-10 though).
    Apr 26, 2014. 09:07 PM | 1 Like Like |Link to Comment
  • Nokia completes sale of devices and services business to Microsoft [View news story]
    Sorry, wrong Timo! Please keep acrimonyzing...
    Apr 26, 2014. 09:00 PM | 1 Like Like |Link to Comment
  • Nokia completes sale of devices and services business to Microsoft [View news story]
    Isn't Timo technically gone to Microsoft as of last Thursday?
    Apr 26, 2014. 04:16 PM | Likes Like |Link to Comment
  • Nokia's Lumia sales rise to at least 8M in Q3 - report [View news story]
    Yes Paulo, this puzzles me also. Maybe additional money will be coming sooner or later to Nokia for the rights to use the brand name on the Lumia line. Just speculation unfortunately.
    Oct 22, 2013. 06:54 AM | Likes Like |Link to Comment
  • Intel Has Been, And Still Is, A Lousy Stock For Investors [View article]
    By selling puts you are taking a bullish stance on the underlying. Since I am moderately bullish on INTC, if I was selling Jan16 LEAPS on it (with more than 2 year time) I would sell higher strikes than $18 or $20 to collect a higher premium. I would personally go for a $25 strike or higher. I consider both the $18 and the $20 fairly unlikely to get exercised. The current premium for the $20 strike would give you 11% for a 26 month holding period while the $25 would give you close to 20% for the same period. But individual situations obviously vary; this is just my own perspective.
    Oct 19, 2013. 12:56 PM | Likes Like |Link to Comment
COMMENTS STATS
25 Comments
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