Seeking Alpha

twogo

twogo
Send Message
View as an RSS Feed
View twogo's Comments BY TICKER:
Latest  |  Highest rated
  • Newmont Mining earnings surge as costs fall, copper production rises [View news story]
    No doubt lower energy costs a key driver.
    Apr 23, 2015. 07:06 PM | Likes Like |Link to Comment
  • Newmont Mining earnings surge as costs fall, copper production rises [View news story]
    That AISC drop of 18% is a real eye opener and if real then I am very encouraged by the management team.
    Apr 23, 2015. 06:55 PM | 1 Like Like |Link to Comment
  • Forum On The New Nokia - The Future [View instapost]
    In light of all the new speculation of an Apple iCAR I can't help but think (yet again) that a HERE acquisition could make so much sense. Synergies galore. And Nokia integrated 5G non latency and secure capabilities in the works for IoT and machine to machine. And all that overseas Apple cash looking for a home....note: I have been out of NOK for a while but follow it on Seeking Alpha and Twitter.
    Feb 19, 2015. 09:32 AM | 2 Likes Like |Link to Comment
  • Newmont Mining should move up with overhang removed, Sterne Agee says [View news story]
    Thanks for the info. There are certainly enough external reasons to expect the price of gold to rise; a market correction/crash ; geopolitical event ; (shocking)revelation of the true gold holdings in China. When that time comes with rational reactions and clear uncorrelation all gold boats will rise but in the meantime it is good to see that analysts think NEM is getting in ship shape.
    Aug 27, 2014. 05:38 PM | Likes Like |Link to Comment
  • Forum On The New Nokia - The Future [View instapost]
    Remember the recent NICE 3D modeling technology acquisition . http://bit.ly/1poYMMf Ironically another company from Finland has entered the same space (Cyberlighting) “To Bring 3D Interface To Industrial ‘Internet Of Things’ Monitoring" http://bit.ly/1nLrZvM
    Aug 12, 2014. 09:30 AM | 1 Like Like |Link to Comment
  • Keystone Approval In The Pipeline? TransCanada Corporation [View instapost]
    “With the Russian tensions growing more and more each day, Obama might not get the same stiff opposition from the Republicans." ...If you are referring to the Keystone pipeline don't you mean the Democrats ?
    Aug 4, 2014. 05:46 PM | Likes Like |Link to Comment
  • Forum On The New Nokia - The Future [View instapost]
    I left this comment in response to http://bit.ly/UIVQ0D

    Thomas • a day ago
    Eliminating lower margins and loss of market share can be two sides of the same coin. I'll take quality over quantity and put my faith in Suri to get it right as he obviously has as former head of Networks and now the entire company. From buying out Siemens to becoming the major foreign Network player in China he and Nokia are making the right moves. Their relationship with SoftBank bodes well for future business in the U.S. via Sprint and possibly T- Mobile. They are ranked a top tier Networking company with a leading 4G LTE patent portfolio. They have the cash to make strategic acquisitions which in fact they are doing to enhance their organic innovation both which keep them on the leading edge of networking technology. How they are more challenged than competitors is beyond me. Anyone who has listened to Suri speak on the future of the company would never reach that conclusion. As for patents they have a new executive in charge via Dolby who will be sure to leverage their portfolio to it's full potential particularly now that with the divestiture of Devices they are free of cross licensing constraints with the additional potential of licensing formerly proprietary technology to former competitors. Their guidance toward the top end or better on margins seems well considered.
    Jul 30, 2014. 08:56 PM | 2 Likes Like |Link to Comment
  • Nokia: Now Comfortably Waiting For The Advanced Technologies Catalyst [View article]
    Soon Rajeev Suri himself will be recognized as an undervalued asset.
    Jul 24, 2014. 09:45 AM | 2 Likes Like |Link to Comment
  • Forum On The New Nokia - The Future [View instapost]
    http://bit.ly/1pkxdS4 Two technology areas that are of current and supposed future interest of Nokia are location services and ‘the Internet of things'. In this article you can get a glimpse of where things are heading,theoretically, in research by defense agencies and others.
    May 23, 2014. 08:20 PM | 2 Likes Like |Link to Comment
  • Forum On The New Nokia - The Future [View instapost]
    OpenStreetMap and Telenav http://bit.ly/1gIFyiN ...what the competition is doing .
    May 19, 2014. 09:26 PM | 1 Like Like |Link to Comment
  • Forum On The New Nokia - The Future [View instapost]
    In regards to the possibility of a company using offshore cash in a HERE acquisition , this is a list of the top ones : http://bit.ly/1iN5zxf
    May 4, 2014. 09:08 AM | 2 Likes Like |Link to Comment
  • Why Nokia Is Heading To $10 [View article]
    The X-Factor is now an Ex-Factor.
    Apr 28, 2014. 10:00 AM | 3 Likes Like |Link to Comment
  • Will Nokia Double Again? [View article]
    Nokia X should be more appropriately named Nokia Ex.
    Apr 2, 2014. 11:48 AM | 1 Like Like |Link to Comment
  • Will Nokia Double Again? [View article]
    Take your.last look now.
    Apr 1, 2014. 06:13 PM | 2 Likes Like |Link to Comment
  • Nokia: Yes To QWERTY Nokia X And Lumia Phones [View article]
    I know. And I have read . Much respect. May the best result win out.
    Mar 30, 2014. 12:10 PM | Likes Like |Link to Comment
COMMENTS STATS
102 Comments
63 Likes