Seeking Alpha

Erick Lee

Erick Lee
Send Message
View as an RSS Feed
View Erick Lee's Comments BY TICKER:
Latest  |  Highest rated
  • Are Gold Miner Stocks Oversold? [View article]
    despite yesterday's gold plunge too...
    Jun 28, 2013. 03:47 PM | 1 Like Like |Link to Comment
  • Sony Computer Entertainment And Unity Technologies Form Strategic Partnership To Offer Unity For PlayStation®4, PlayStation®3, PlayStation®Vita And PlayStation®Mobile [View article]
    Mar 27, 2013. 09:55 PM | Likes Like |Link to Comment
  • Nokia (NOK) and a slew of academic/business partners have received a 10-year, €1B ($1.36B) EU grant to research and commercialize graphene, an ultra-thin structure said to have "a breaking strength 300 times greater than steel," and which could potentially have a variety of electronics applications. A Nokia R&D exec compares graphene's importance to that of silicon and cheap iron. Hyperbole? We should have a better idea within a decade. [View news story]

    imagine graphene in batteries... just imagine......
    you'll be able to fully charge your phone in around a minute. now combine that with wireless charging
    Mar 19, 2013. 01:24 AM | Likes Like |Link to Comment
  • Nam Tai Shares Could Triple Despite Apple's Issues [View article]
    Thank you sir! Informative that was.
    Jan 27, 2013. 11:59 PM | Likes Like |Link to Comment
  • Nam Tai Shares Could Triple Despite Apple's Issues [View article]
    Discovered this article a day late...
    Jan 26, 2013. 02:22 PM | 1 Like Like |Link to Comment
  • Ignore Sony At Your Own Risk [View article]
    One thing to add. After seeing the Sony Xperia Z, I was absolutely mind-blown with just how good it looks. I might even say it's the best looking phone I've ever seen. Just judging from looks alone, I think it will be able to give Samsung a run for its money in competing for android-based smartphone market share unless Samsung comes up with something mind-blowingly good next. Oh. AND it's waterproof ;D

    For your viewing pleasure:
    Jan 15, 2013. 05:02 PM | 3 Likes Like |Link to Comment
  • Research In Motion Might Drive Your Next Car [View article]
    RIMM might be on to something huge. Who knows what business opportunities RIMM might be able to exploit if QNX technology begins to show up in devices aside from cars. I believe that one day almost everything that we use will become "smart" and when they do they will need an ecosystem to connect everything together. Examples are automated "smart" homes or personal health monitoring devices and more. Maybe even smart city infrastructure could use some QNX. Eventually you might be able to find some form of QNX almost everything assuming RIMM builds and improves upon it more and more. It's a little far-fetched, but RIMM's potential could almost be limitless.
    Jan 13, 2013. 10:57 AM | 3 Likes Like |Link to Comment
  • Nokia: Up, Up And Away [View article]
    For the quarter ending June 2011, which was also the first quarter in 2011 that had a negative EPS (-$0.14 per share), shares of NOK were within the range between 5.25 and 6.7 for the quarter according to Ycharts.

    I know many more factors influence the stock price, but because of this I still would not be surprised when you say that NOK is likely to get to around 5.50 by next week since the preliminary earnings release looks like it's telling us the quarter is profitable.

    Long NOK.
    Jan 12, 2013. 09:26 PM | Likes Like |Link to Comment
  • Buy Sony Hand Over Fist [View article]
    I currently know little about Sony, but you have gotten me interested. I'm guessing Sony is probably the biggest seller of consumer electronics in Japan and make a huge portion of their sales in Japan, so any positive change in the Japanese economy (which a weakening Yen will likely bring) should be good news for Sony.

    According to Google, SNE and RIMM currently trade at almost the exact same price. SNE's $12 APR2013 calls are $0.55 vs. RIMM's which are $$1.73. SNE's $13 JAN2014 calls are only $0.95, whereas RIMM's are $2.5.
    I'd guess Sony will continue to make losses for some time, but any improvement from its current position is enough to send share prices higher. Sony is also probably a good candidate for exposure to Japanese economic growth. Its options are cheap so before the stock starts to get more volatile, it might be a good time to buy some.

    I will do extensive research and consider going long on some calls. Thank you for the article, it was insightful.
    Jan 4, 2013. 07:21 AM | 1 Like Like |Link to Comment
  • Iridium's $6 Stock Could Double In 2013, While Sprint And Nokia Might Surge 50% [View article]
    As the author says, IRDM targets niche markets like maritime, aviation, government, military, emergency services, search and rescue, mining, forestry, oil and gas, heavy equipment, transportation and utilities etc, not typical consumers like you and I. Unfortunately we won't be able to reliably use our iPhones while working in an oil rig in the middle of the Atlantic since there is no infrastructure supporting reception for it like we do in large cities. Plus those customers need extremely reliable service, since lives are usually at stake.
    Hence IRDM to the rescue, because it touches every corner of the Earth.
    Dec 30, 2012. 11:39 AM | Likes Like |Link to Comment
  • RIMM's (RIMM +13%) rise follows yesterday's 17% surge in Toronto trading, which was sparked by a target price bump from the first analyst to raise his rating on RIM shares. Kris Thompson cites “positive sentiment building in the industry" ahead of the BB10 Blackberry update. On Tuesday, Jefferies' Peter Misek, a longtime RIM critic, raised his rating and price target on the stock. [View news story]
    Right after I sold it at $10 2 days ago.. bahahahaha!
    Nov 23, 2012. 11:08 AM | Likes Like |Link to Comment
  • "We believe [BlackBerry 10] is likely to be DOA," asserts Pac Crest's James Faucette, whose bearish remarks are contributing to today's selloff in Research In Motion (RIMM -7.5%). BB10's unfamiliar UI and dearth of apps will hurt its appeal, thinks Faucette, who also issued a very bearish report on RIM in September. [View news story]
    Where there is fear, there is opportunity. Just sayin'.
    Nov 7, 2012. 04:34 PM | 1 Like Like |Link to Comment
  • Amazon's Stock Price Is Benefiting From Irrational Exuberance [View article]
    "Unfortunately, Amazon's International operating income has collapsed relative to 2010 levels. Amazon International earned $654M in the first nine months of 2010. In the first nine months of 2011 it earned $463M and in YTD 2012 it earned $6M."

    Did i read correctly?! How on Earth did that end up happening? That's a huge blow to their business. Domestic growth potential will plateau sooner or later. International growth is where it's all at, and from what you're saying they are losing badly at it.
    Nov 3, 2012. 03:06 AM | Likes Like |Link to Comment
  • Nokia Prepares For U.S. Assault As Verizon Boards The Lumia Bus [View article]
    As the release date of the Lumia line approaches, I'm considering that there should likely be a near-term boost in share price well above $3.00 before November 17 option expiration. This is because my intuition tells me that there could be a temporary pre-launch investor hype to drive the price up.
    I could be wrong though, because of an example of the price action that had happened around the time of release of the Lumia 900 on April 8. During March and April just before the Launch of the Lumia 900, shares were trading in the $5 range. 3 days after launch on April 11, shares for some reason suddenly dropped to the low $4 range despite sales doing really well. This was before the earnings release on April 19 for the fiscal quarter ending March, which then sent share prices down to the $3 range and below, giving NOK the worst quarter we've ever seen.
    I read up the info from here..
    It seemed that much of the hype of the previous Lumia 900 and its sales figures did nothing to help with the share prices at all. I'm really tempted to get Nov2012 $3 calls and sell them quickly once my position gets ITM. At the same time, however, I'm somewhat concerned that history might repeat itself.

    Your thoughts?
    Nov 2, 2012. 02:31 AM | Likes Like |Link to Comment