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EMS

EMS
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  • Nokia (NOK) has reached a deal to buy Siemens' (SI) 50% stake in Nokia Siemens for a price below €2B ($2.6B), 3 sources tell Bloomberg. Nokia will reportedly use a bridge loan to help finance the deal, which gives a lower valuation to the telecom equipment JV than those typically provided by analysts (I, II). Though the deal will affect Nokia's net cash position (€4.5B at the end of Q1), investors might react favorably, given the price, NSN's profitability, and that fact the business is seen as having less risk attached than Nokia's phone ops. (Reuters report) (WSJ report[View news story]
    I've never owned NOK. Looking at the long term chart it looks like it could potentially break-out at 5 or so. Why would I buy before then ?
    Jun 30, 2013. 09:53 PM | 1 Like Like |Link to Comment
  • The SEC Says It Wants Big Banks To Admit Guilt, But Doubts Remain [View article]
    We will see...
    Jun 30, 2013. 09:49 PM | Likes Like |Link to Comment
  • Goldman assembles a list of 25 dividend favorites with unusually high volatility - meaning put sellers are getting a hefty premium for agreeing to buy the stock at a lower price. Make sure you want the stock first. The strategy works well sometimes and is the proverbial catching a falling knife at others. PFE, BLK, SE, PCL, CL, AEP, SPG, PG, KMI, AVB, CLX, CTL, TWC, LO, T, PM, TWX, NSC, DUK, VZ, WHR, WY, NEE, XOM, SCCO[View news story]
    Please explain CYA in this context. Thanks
    Jun 24, 2013. 09:56 PM | Likes Like |Link to Comment
  • More from Hilsenrath: While the taper and end of QE may be near, Bernanke never suggested rate hikes are in the picture, and even suggested ZIRP could remain even after unemployment falls below 6.5%. Additionally, only 4 on the FOMC thought there would be higher rates before 2014, one less than the last projection in March. Don't forget dissent #2 - "A hawk became a very vocal dove," writes Hilsenrath, referring to Jim Bullard (ed: Calling Bullard a hawk is a stretch). Previous: Bullard explains his dissent. The 1 PM headline was good for 100 points on the Dow (DIA), but it's now returned to flat. [View news story]
    Bond market is saying to Hilsenrath, go f yourself.
    Jun 21, 2013. 11:31 PM | 4 Likes Like |Link to Comment
  • Lessons From 50 Years Of Buy-And-Hold [View article]
    6 stocks- nice fantasy.
    Jun 10, 2013. 09:20 PM | 1 Like Like |Link to Comment
  • As home prices rise, the demand for jumbo mortgages is rising too. Since the housing crash began, the market for jumbo mortgage-backed securities has been close to nothing. Banks still make the loans, but hold them on their books. Now, all that is beginning to change. The number of jumbo loans originated in Q1 was up 15% from last year. However the number of those loans securitized and sold by lenders has soared by 400%, with $4B worth of jumbo loans sold to investors thus far - which is more than the $3.5B in jumbos originated in all of 2012. (Video[View news story]
    Oh good. So the rates should come in then.
    Jun 10, 2013. 08:20 PM | Likes Like |Link to Comment
  • What Baseball Cards Tell About Investing [View article]
    Graded packs from pre-1980 (GAI and PSA) are a good investment, in my opinion a they are uncommon and are becoming more so, population diminishing with time as they are opened.
    Jun 8, 2013. 06:52 PM | Likes Like |Link to Comment
  • It's looking like the June policy meeting when the Fed will officially signal it's set to begin tapering asset purchases, according to Jon Hilsenrath. Yesterday's lukewarm jobs reports removed pressure to act right away, but the prerequisite necessary to cut back QE - an improving economy - has been met. [View news story]
    When ?
    Jun 8, 2013. 10:04 AM | Likes Like |Link to Comment
  • Synta Pharmaceuticals (SNTA) regains a big chunk in post-trading of what it lost during the regular session, after CEO Safi R. Bahcall discloses the purchase of 10K shares at $4.40. The insider buy follows the 70% hit the stock took following survival results from its Phase 2b/3 trial of Ganetespib presented at as ASCO last week. In addition to Bahcall's purchase, Director and larger shareholder Bruce Kovner also recently disclosed the purchase of 2M shares. Shares +4.9% AH. [View news story]
    "regains a big chunk in post-trading of what it lost during the regular session, after CEO Safi R. Bahcall discloses the purchase of 10K shares at $4.40."


    So let me get this straight. CEO's $ 44,000 (I0K shares @ 4.40) insider purchase caused the stock to go up significantly ?
    Jun 6, 2013. 08:59 PM | Likes Like |Link to Comment
  • Housing Prices Are Being Dangerously Distorted By Big Institutional Money [View article]
    Fantastic article. Bravo.
    Jun 4, 2013. 10:52 PM | 1 Like Like |Link to Comment
  • The Most Misleading Words In Investing: You Can't Go Broke Taking A Profit [View article]
    That was scary, wow.
    May 19, 2013. 05:06 PM | Likes Like |Link to Comment
  • Bernanke The Washington Super-Whale, Hedge Fundies And The Widowmaker [View article]
    Thanks for this excellent read.
    May 12, 2013. 11:14 AM | Likes Like |Link to Comment
  • Pro Traders Never Mention These Secrets [View article]
    This is a good article for the novice investor. I think it is mis-titled though.
    May 12, 2013. 08:22 AM | 1 Like Like |Link to Comment
  • Gold: An Additional 10% Drop [View article]
    This is the worst article I have ever read on Seeking Alpha. Hands down. Moronic in every respect.
    May 8, 2013. 06:45 PM | 1 Like Like |Link to Comment
  • Is Gold Foreshadowing A Stock Market Implosion? [View article]
    Nice article. I'm inclined to agree with your premise. If on the other hand everyone is chugging Uncle Ben's kool-aid, I think we will see the mother of all melt-ups in equities staring very shortly. It will be supported by the long-term charts and technicians will cite the power due to a breakout from the triple top. An alternative explanation is that GS and hedge funds ran a very good short game w GLD and futures and just made their quarter with the gains that they must have seen w weekly puts on the GLD. I did telegraph it quite well and coincidentally were helped w the Cyprus news, so I think there is merit to this argument.
    Apr 14, 2013. 12:53 PM | 6 Likes Like |Link to Comment
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