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gwenace

gwenace
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  • An agreement is "within sight," but not yet done, says the President (webcast), apparently using his address to push negotiations over the finish line. The deal on the table extends current income tax rates on those within a certain income threshold, but does not appear to prevent payroll tax rates from going back up. S&P 500 +0.6%[View news story]
    This gotta be one of the most unhelpful speeches of the year.
    Dec 31 01:57 PM | 7 Likes Like |Link to Comment
  • Android Is Dead - Part 4: New Contender Windows Phone 8 [View article]
    I expect WP8 phones to connect more and more with the Windows PCs, and become more business oriented. IMO, WP8 phones will eventually take over RIMM's current market share in the business world, and draw attention from a good proportion of BOTH iPhone and Android users. With the revival of Windows, Apple products will take the biggest hit, not Android, which is extremely flexible and open.

    Disclosure: long NOK, a linux user and an owner of three Android devices.
    Dec 28 03:25 PM | 6 Likes Like |Link to Comment
  • SandRidge Energy: Heading To $10? [View article]
    Thanks to your article I bought 2015Jan $10 calls and they are up 20% already. I plan to hold for a few quarters. You are my favorite author on SA.
    Sep 6 04:13 PM | 2 Likes Like |Link to Comment
  • Here To Make (Quick) Money With Nokia [View instapost]
    A friend of mine who never invests in stocks brought up today that she saw on news that Nokia's stocks grew 20%. This makes me think that a lot of new investors, especially retail, are paying attention to Nokia. They maybe putting their money in Nokia thinking it will grow faster than any other stocks. This certainly will make the stock goes up faster, but at the same time, make it more volitile. it's important that we watch for dips and load up when we can.
    Jan 12 02:37 PM | 2 Likes Like |Link to Comment
  • Here To Make (Quick) Money With Nokia [View instapost]
    Thank you for the advice! I really appreciate it. On your advice, I would like to add again before it reaches $5, but I don't think it will happen today.

    As a small fish, I've made rushed mistakes several times, and I regretted it every time. It is very hard to avoid them. This time I am prepared to miss out the gain from $4.75 to $5. while remaining hopeful to see NOK in the $4.40 - $4.50 range again.
    Jan 11 02:57 PM | 2 Likes Like |Link to Comment
  • Baidu - Why You Cannot Buy It [View article]
    I don't agree with most of your points against BIDU. Disclosure, I am long BIDU.

    First and foremost, Google is not in China. And China is not likely to open up to Google any time soon. On top of that, based on my personal experience Baidu does a better job at searching in Chinese than Google. Baidu also has services that Google doesn't offer. (It also functions as Ask.com, and forums, etc.)

    Competition is Growing after Google exit

    Yes, there is competition everywhere. Since you like Google very much, why don't you look at Google's competitors? They are out there too, but people still use Google. In China, Baidu is *the* go-to place for searching.

    One Country Pony

    That's right. And I think that's an advantage to Baidu. China is going to go through leadership change next year and Baidu will one of their key instruments to communicate with the public. As many suspect, Baidu is more or less backed by the government and this significantly limits its downside risks.


    Mobile Search Marketshare is not even half that of PC

    China is catching up on that. With the aggressive entry of Nokia smartphones to China, we can expect a surge in mobile search usage. Baidu is also very massively advertising their mobile apps.


    Late Investment in Cloud Computing

    Baidu has been late, but they are doing very well with Cloud Computing. FYI one of the most popular cloud storage site "115" just closed its pubic sharing. Other popular sites have extremely heaving advertisement or require software. Baidu is becoming more and more popular, along with SINA, in the cloud.

    Chinese ADR Risks

    That's true to all Chinese stocks. Baidu is one that will less likely to suffer significantly, as you discussed.


    IMO, BIDU is at its early stage of rebound from its low at $86.
    Dec 27 08:48 PM | 2 Likes Like |Link to Comment
  • GM Or Ford, On Equal Terms [View article]
    Long Ford. Their performance in China should be good. The stock is likely to see a new high in the new year.
    Dec 23 04:35 AM | 2 Likes Like |Link to Comment
  • Six Canadian banks get a one-notch downgrade from Moody's as high levels of consumer debt and bubbly housing prices leave the lenders "more vulnerable than in the past." The agency also notes banks' reliance on "confidence-sensitive wholesale funding, which is obscured by limited public disclosure." Among those cut: BMO, BNS, CM, TD[View news story]
    They downgraded pretty much all the big banks? This is entertaining.
    Jan 28 07:26 PM | 1 Like Like |Link to Comment
  • Nokia's Shares Are Benefiting From Irrational Exuberance [View article]
    If you don't count the big tank right before the jump, the growth on a good news isn't that impressive - it's within the normal range. The large percentage comeback did, however, attract new investors' attention, resulting in the contitued party on the following day.
    Jan 12 09:31 PM | 1 Like Like |Link to Comment
  • Nvidia: What The Heck Happened? [View article]
    I think Project Shield is a waste of time and money in this market enviornment. As you pointed out in the article, most Android games focus on the touchscreen experience, there just aren't that many games, if any, worth playing on an Android console, unless they are already available on a console.

    On top of that, there is GameKlip (http://bit.ly/13qELIn) that does what Project Shield intends to do, and cheapter. The difference is that current phones don't have Tegra 4 yet, but Tegra 3 or equivalent are good enough for probably all the games available on Android.

    Disclosue: No position in NVDA.
    Jan 12 03:00 PM | 1 Like Like |Link to Comment
  • Here To Make (Quick) Money With Nokia [View instapost]
    Hey Charles, since you are using a TFSA account in Canada, you should also consider taking profit and buying back as much as you can. TFSA account has annual limits, BUT if you money grows inside your account, that money increases your contribution room.
    Jan 12 02:17 PM | 1 Like Like |Link to Comment
  • Here To Make (Quick) Money With Nokia [View instapost]
    Two days up big, unexpectedly. This certainly feels like the Jan 8 - 9 reversed...:)
    As much as I like to chase the price, I have been telling myself to be patient to wait for a better deal.
    Jan 11 02:06 PM | 1 Like Like |Link to Comment
  • Here To Make (Quick) Money With Nokia [View instapost]
    NIKKG, I'm confused by your two conflicting comments...
    Jan 9 05:56 PM | 1 Like Like |Link to Comment
  • Here To Make (Quick) Money With Nokia [View instapost]
    Haha, I didn't see the other 4% drop coming. Oh well
    Jan 9 09:15 AM | 1 Like Like |Link to Comment
  • Alcatel-Lucent (ALU +4.6%) pops to $1.72 after getting pulled from Goldman's Conviction Sell list. This is probably a good time to point out Goldman helped underwrite last month's debt refinancing deal. Credit Suisse, the other underwriter, upgraded Alcatel to Neutral last week. Alcatel was added to Goldman's list on Oct. 5, when shares traded at $1.08. [View news story]
    GS has done this conviction sell thing a few times...
    GS rating conviction sell + GS actual buy = strong buy
    Jan 7 06:59 PM | 1 Like Like |Link to Comment
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