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Developing new models for stock trading and valuation. Contrarian investment philosophy. For long term holdings I am in particular interested in undervalued technology stocks with multiple x upside potential and limited downside risk. I believe W8 ultrabook-tablet hybrids are the next wave in... More
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  • Forum On Nokia's Mobile Devices

    Discussion 'forum' for all things related to Nokia's mobile devices, i.e. smartphones, feature phones, and possibly even tablets etc one day.

    Forum on other topics, i.e. general NOK discussion, NSN, HERE, and IP, can be found here.

    For earlier discussion (January 2013), please see the thread here.

    Disclosure: I am long NOK.

    Tags: NOK
    Feb 05 8:14 PM | Link | 222 Comments
  • Forum On Nokia, Covering NSN, HERE, IP, And General Discussion.

    Discussion 'forum' related to Nokia-Siemens Networks (NSN), Location services (Navteq/HERE), Patent portfolio and services (IP), and for general discussion.

    The forum for discussing Nokia's mobile devices (smartphones, feature phones, and tablets etc), please see here.

    For earlier discussion (January 2013), please see the thread here.

    Disclosure: I am long NOK.

    Tags: NOK
    Feb 05 8:11 PM | Link | 224 Comments
  • Finnish Pension Funds Have Increased Their Nokia (NOK) (NOK1V) Holdings Substantially

    In addition to healthy national pride, Finns seem to have faith in the future of Nokia (NOK) (NOK1V). Several big Finnish pension funds have been increasing their holdings in Nokia substantially over the last year and a half.

    Below please find a table listing the biggest Finnish pension fund owners of Nokia (NOK1V), ordered by number of shares owned in September 2012

    NOK1V shares owned by Finnish pension funds
     06/201106/201209/2012
    Ilmarinen55M107M105M
    Varma29M33M76M
    Kuntien Elakevakuutus?3M36M
    Valtion Elakerahasto?28M28M
    Elake-Fennia8M11M10M

    Notably none of the funds have reduced their holdings significantly. On the contrary Varma and Kuntien Elakerahasto have doubled and 12x their holdings since last June, respectively.

    This Instablog was inspired by a question by Sunil Shah in NOK StockTalks here at Seeking Alpha.

    References:

    www.nokia.com/global/about-nokia/investors/stock-information/stock-information/

    www.kauppalehti.fi/omaraha/elakeyhtio+ilmarisella+valtava+nokia-salkku/201206199959

    www.kauppalehti.fi/etusivu/kuntatyontekijoiden+elakevaroja+nokian+osakkeisiin/201210276599

    Disclosure: I am long NOK.

    Tags: NOK
    Nov 01 10:40 PM | Link | 8 Comments
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