Send Message
View as an RSS Feed
  • Emerging Markets Beset By China Softness, Currency Gyrations  [View article]
    99% of this stuff is backward-looking. I do not see much utility in reading this article.
    Jul 16, 2013. 05:26 PM | Likes Like |Link to Comment
  • Oppenheimer technical analyst Carter Worth thinks the charts for gold and gold miners are so bad they're good, predicting bullion to rally 12.5% to $1,395/oz. and the miners ETF (GDX +1.2%) to climb 10%. AngloGold (AU +2.6%), Goldcorp (GG +1%), Barrick (ABX -3.2%), Newmont (NEM -1.2%) and Silver Wheaton (SLW +3.2%) are among several gold stocks Worth thinks are buys.  [View news story]
    Ok, where can I find the original report ???
    Jul 2, 2013. 08:26 AM | Likes Like |Link to Comment
  • The Zen Of LTBH Investing In Volatile Small Caps: Organovo, A Case In Point  [View article]
    Good article on Organovo, the cutting-edge of 3D printing
    Jan 26, 2013. 10:34 AM | 1 Like Like |Link to Comment
  • Sri Lanka's Investment Story Now  [View article]
    Excellent article, as always !!!
    Jan 19, 2013. 03:09 PM | 5 Likes Like |Link to Comment
  • Nokia: Is Now The Time To Cash In?  [View article]
    "Work submitted to Wikipedia can be edited, used, and redistributed—by anyone—"

    Thats exactly one of the reasons why I brought up the issue. The reviews from tech magazines that have been discussed here are so much more positive that what is on Wikipedia.

    Are we a bit too optimistic, looking only at the good reviews, .... or are there some idiots or some manipulative Wikipedia editors, who want to badmouth the Lumia?

    Obviously I am playing devil's advocate. But, hey, this is important. It is always helpful to challenge one's owns assumptions.
    Jan 16, 2013. 09:30 AM | Likes Like |Link to Comment
  • Nokia: Is Now The Time To Cash In?  [View article]
    Thanks for the responses. To be honest I was exaggerating. Because it was unfortunately the only way to get a response. Sorry guys ;) But if you really look at the receptions, especially towards the end they are not as convincing as one might think given the enthusiasm on seekingalpha and the reviews which have been posted here.

    Especially the last one: "Jean-Baptiste Su from Forbes wrote: "Overall, the Lumia 920 was a real disappointment, knowing Nokia’s long history and experience in this space. Thus it pains me to say that, if you want to stick with Windows Phone 8, HTC’s lighter and thinner 8X looks like a much better alternative."[52]"
    Oh my gosh ... this is unfortunately not only about weight and battery ... Is this guys nuts or does he just have bad taste?

    Really the strange thing is that none of these more negative reviews have really been discussed here. This worries me, because it gives me the impression that the discussion here is rather one sided.

    As to those, who felt obliged to belittle me. I based my original investment decision for NOK on an article written here pretty much at the time of the ATL, when someone pointed out that the liquidation value - even under a rather pessimistic scenario - was much higher than the stock price. This convinced me and I bought the most conservative option certificates possible (maturity 1.5years, strike €3). I have since profited nicely (even though the predictable decrease in implied maturity was dampening the gains to some extent.). Took some profits but still holding the majority of the calls.
    Jan 16, 2013. 09:26 AM | Likes Like |Link to Comment
  • Nokia: Is Now The Time To Cash In?  [View article]
    Look at the reception of Lumia 920 on wikipedia. It has been really negative. They say it was a disappointment. You guys are just hyping the phone and the stock, while there is no real substance.
    Jan 13, 2013. 07:52 AM | Likes Like |Link to Comment
  • Nokia: Up, Up And Away  [View article]
    Looking at Amazon reviews and comments here at seekingalpha I got the impression that the Lumia 920 was a real good phone.

    Yesterday I checked wikipedia.

    Boy, these guys are negative!!! They just destroy the phone. Reading wikipedia it sounds like the phone was really crap.

    Now, who is right?
    Jan 11, 2013. 12:42 PM | Likes Like |Link to Comment
  • Best Currency In 2012  [View instapost]
    Jan 5, 2013. 06:06 AM | Likes Like |Link to Comment
  • Calling Nokia: A Case For Using Options  [View article]
    Well, actually, I bought pretty much the most conservative call options in the market. Nokia had fallen so quickly and so violently, that all options were heavily out of the money.

    I guess, that when the bankers registered the options Nokia was still at €8 or so, so the most conservative they registered got a strike of €3, which are the ones I bought.

    So now I almost halved my holdings. Let's see. As said, seems like Mr. Market is slowly rediscovering Nokia.
    Dec 22, 2012. 08:47 AM | Likes Like |Link to Comment
  • Renren: An Excellent Long-Term Opportunity  [View article]
    Interesting. I had this stock on my radar in July following 2 articles from Paulo Santos and another guy. When the Q2 results were disappointing I lost interest. Now the stock is even lower. Almost 100% of the stock is covered by cash. Thanks for the article. Will devour it when I have time.
    Dec 20, 2012. 06:32 PM | 1 Like Like |Link to Comment
  • Mongolia: No Bottom Calling Zone  [View article]
    Great article. I received the capitalist exploit's newsletter a couple of days ago and I was already to ask you about your opinion on it.
    Dec 20, 2012. 06:28 PM | 2 Likes Like |Link to Comment
  • SolarCity's Absurd Valuation Makes It A Great Short  [View article]
    @Author: Is Brooklyn_Eric right?
    Dec 18, 2012. 05:54 PM | 1 Like Like |Link to Comment
  • Calling Nokia: A Case For Using Options  [View article]
    Hey Richard, still holding on to your options? We can really give us a clap on our shoulders .)

    I still have them. I bought options with a maturity of 1.5 years and an Omega of 2.2. (bank issued - "Optionsscheine")

    Only recently they climbed to new highs. The overall leverage I achieved however was maybe no more than 1.5, which is not so good.

    1. loss of time value, due to the passage of time
    2. Implied volatility down from 85% to 58%
    3. Spread of 10% I had to pay when buying the option (deep-out of the money, only worth a couple of cents)

    So it turned out perfectly, but the risk return ratio was not as good as expected. If I had sold in August and changed into Nokia stock I would have probably achieved the same result. With less volatility.
    Given the risk I took I am a bit disappointed.

    Just recently I took some of the profits. Maybe this was a mistake. The main street investor seems to have already discovered the stock. I expected there would be another backlash from smart-ass sceptics.

    What is your opinion?
    Dec 18, 2012. 05:42 PM | Likes Like |Link to Comment
  • Nokia (NOK +4.7%) has cracked the $4 barrier today. Possibly helping is a Bloomberg report that HTC has shelved plans for a large-screen Windows Phone due to the fact WP8 doesn't currently support 1080p displays. HTC recently launched the Droid DNA, an Android phone with a 5" 1080p display.  [View news story]
    Do you know about when these reports will come out? Any upcoming broker reports or PR interviews?

    I am quite surprised that the share price went up so much today.
    Maybe the bears, like the analyst above, have lost their power.

    So that from now on we start to see 'mass momentum' due to increasing investor awareness and uncertainty being gone. I guess that over the last month it was mostly independent minded value investors like us on SA and some rogue institutionals like Goldman Sachs who invested. Everybody else was too afraid to catch a falling knife and too much backward looking.
    Dec 18, 2012. 05:31 PM | Likes Like |Link to Comment