Seeking Alpha

User 6348921

User 6348921
Send Message
View as an RSS Feed
View User 6348921's Comments BY TICKER:
Latest  |  Highest rated
  • Extraordinary Popular Delusions [View article]
    Haha....this is Blasphemy against market gods.....

    I am a first timer (in a way) but have seen few bubbles from the side lines. I thought my stock picks were outstanding for the past few years. But realized (few weeks ago) I am in a mighty bull market, even chimpanzees are doing better than me. Every single stock I considered not worthy on the basis of fundamentals is tripled/quadrupled now.

    It will take years to build but it's just matter of few days for collapse.
    Thank you for the warning bell. I will leave the party now.
    Mar 3 05:06 AM | Likes Like |Link to Comment
  • Alcatel-Lucent Remains A Short Sale Candidate [View article]
    I am following this company for few years. New Management is fundamentally different to the old one. Numbers, indicators are all showing what happened in the past.

    As an investor I see it ALU as a start up which needs plenty of butt kicking and more aggressive management. It certainly takes more than few quarters to turnaround this tanker. I disagree with author, happy to hold on to my original position initiated at $1.
    Dec 30 04:53 PM | 4 Likes Like |Link to Comment
  • Chinese firms concerned about patent fees in Microsoft-Nokia deal [View news story]
    Keen to know what's your take on this issue Genghis? Thanks in advance
    Dec 29 10:23 PM | 1 Like Like |Link to Comment
  • Alcatel-Lucent seeks to boost finances with stock and bond issue [View news story]
    Dilution bomb!! ouch...
    Nov 4 04:05 AM | 2 Likes Like |Link to Comment
  • The Delusions Of Nokia's Valuation [View article]
    what language is it dude?
    Nov 3 05:03 PM | Likes Like |Link to Comment
  • Alcatel-Lucent's net losses drop [View news story]
    Patience Andreas, just wait until end of December you will hear more good news in Jan. Manipulations can't change medium to long term progress.

    AMD is not comparable to ALU. ALU is more diversified in it's product space. Also leader in certain segments, choose your bets carefully.
    Oct 31 04:56 AM | 1 Like Like |Link to Comment
  • Microsoft's Mobile Efforts Buoyed By Nokia Innovations [View article]
    I did bought Lumia 920 and 520 and used them fr more than 2 months. 520 was te best value for money. Essentials like voip, regional apps, specialty apps - trading companies I use on daily basis are all missing. I donated them to my relatives. My dad uses 520 as a GPS in his car.
    Oct 29 12:32 PM | 1 Like Like |Link to Comment
  • Microsoft's Mobile Efforts Buoyed By Nokia Innovations [View article]
    No matter how great the hardware innovations are, on the windows OS it's it's of no use.

    Nokia don't need to produce million variety phones. Just one phone model per ear with all these innovations on Android is enough. oh.. that should be without carrier exclusive deals
    Oct 29 04:34 AM | 1 Like Like |Link to Comment
  • Loeb discloses Nokia stake in letter, thinks dividend/buyback is possible [View news story]
    I am firmly against Mr Loeb efforts. What does share buyback/one off dividend can achieve- nothing for the company long term progress. If anyone followed Loeb's Yahoo moves it's clearly evident he doesn't have company long term interests at heart.

    It could be rewarding for the company in the short term for shareholders but Nokia needs a firm long term strategy. To execute that it need to cash for acquisitions. Nokia may remain in smartphone or Devices segment due to it's strong reputation. However instead of smartphone it could re-enter in to that segment with a smart gadget (not as phone).

    We are not against regular dividend but there is no point in making a big one off payment.
    Oct 22 08:41 PM | 4 Likes Like |Link to Comment
  • Alcatel-Lucent Has Not Collapsed Yet, But It Might Not Take Much [View article]
    When tide comes it lifts lot of boats.


    ALU was in restructuring process back in Jan when share was 1 dollar and some management changes but fundamentally same situation today. There is no drastic change in the company.

    What did change was investors are aggressively looking for undervalued stocks (by any measure) and pouring more cash in to those stocks. There is money flooding the markets via low interest, leverage, bond market funds now flooding in to stocks.

    This flood of capital is lifting the Alcatel boat. I am still holding my initial position and look forward to see the turnaround process to show real progress.

    -Yes there is some uptick still pending due to a deal with Nokia,
    -there is some more progress to be made in fundamentals due to real recovery in EU
    -There are few decent breakthroughs in R&D yet to translate in to sales numbers.


    French workforce & government problem is somewhat overblown in this context. ALU can still put a fence around french workforce and continue with it's downsize plan rest of the world.

    Unless there is a real economic crisis and subsequent recession in EU there no point reducing ALU position. Hold tight for a year or so it can surely beat 20 to 30% return (as a minimum). There is a real progress underway by new management.

    .
    Oct 17 12:26 AM | 1 Like Like |Link to Comment
  • Intuit rival Xero raises $150M in funding [View news story]
    If you are Intuit Shareholder better read this

    - Xero disrupted incumbents in Australia, New Zealad and UK established itself as strong competitor in Cloud based Small business Accounting.

    - MYOB and Reckon(Intuit's distributor) market leaders of Australia have lost their flag bearer position to Xero. In Australia and New Zealand Xero is market leader by growth- Xero holds up to 70% marketshare of new accounting software signups among newly started small businesses. It achieved this pole position in last 2 years.

    - Mike Block is one of the influential quickbooks advisor here is what he says- http://bit.ly/1brOm5r

    - Most people assume client facing Accounting ledger is the accounting software. But the fact is Accountant focused module, Bank Feeds, Tax Lodgement Automation, Add-on app ecosystem, Mobile apps, Scalable cloud infrastructure, State of art accounting support, CPA/CA adviser network..... etc

    Xero patiently built all these tools entirely on cloud from scratch and disrupted market leaders in UK,AU,NZ. Market leaders tried to build it now and are seriously behind Xero.

    - If you hold Intuit in your portfolio now is the time to dig deeper on this industry segment, competitive landscape is changing now. There is more loose for Intuit, do not neglect this warning spend few hours researching this segment.

    -
    Oct 14 02:01 PM | Likes Like |Link to Comment
  • Intuit rival Xero raises $150M in funding [View news story]
    Xero: NZX says Paying customers are 211,300 at 30 September 2013, up from 111,800 at the same date last year, or +89% growth.
    Oct 14 01:31 PM | Likes Like |Link to Comment
  • Speculations In Nokia And Alcatel-Lucent Deal Making [View article]
    I own Nokia and ALU for more than a year when they were worth pea nuts. ALU is the leader in Wireless, Telco Networking gear and Research. As author rightly pointed MSFT deal has to go away then NSN can focus on wisely investing the excess cash. Nokia might not do a one off dividend or stock buyback. Tie up between ALU and NSN is on cards since 2009.

    Making this ultimate wedlock to work between all 4 [Alcatel+Bell Labs] +[Nokia +Siemens] is nightmare for any competent manager. Nokia now got cash and profitable division and a blank future. It need to consolidate it's strength now. Some tie up with ALU is good outright purchase of all divisions of he conglomerate is not worth.
    Oct 10 08:21 PM | 4 Likes Like |Link to Comment
  • Intuit: 30% Upside On Growth Opportunities [View article]
    Xero is possibly the biggest threat Intuit got at the moment. Xero competes with Intuit with it’s online only accounting platform. Xero has more than 200,000 global subscriptions from small businesses around the world. Note the important difference in the metrics between Intuit and Xero. Each of Xero business subscriptions can have infinite users. Intuit 500K is number of users subscribed instead of businesses using them.

    If you have used Quickbooks or QBonline you know very well how legacy software it is. Xero is more nimble player and built it’s kit set entirely online. Xero is currently largest cloud accounting software in the market when compared by number of subscriptions. Unlike Intuit, Xero growth came from multiple countries- Australia, New Zealand, UK and 100 other countries.

    Xero has more than 250 apps connected to it and thousands of Accountants and CPA use it’s dedicated Partner edition, Job management software. Kashoo and Workingpoint are no match to Xero at all. Peter Thiel (Paypal and Facebook ) is the early investor in Xero. Xero is listed in ASX and NZX.

    Small business accounting software is now switching to Cloud from Desktop model. Now is the time to disrupt core business of Intuit during this switch. If you look at the size of Intuit desktop installations and rate at which Quickbooks online is being adopted, it is glaringly obvious that Intuit is not effectively converting mejority of it's desktop clients to cloud version.

    Most investors think Ledger software key to accounting but there are number of other applications such as Payroll, Accountant Edition, Open API, Add On apps, Job management software and other important modules of accounting. Xero has built all these tools entirely online. Most of other new startups haven't even built any of these tools at the moment and some of them are underfunded to invest in this broad range of tools. Xero is well ahead of the pack to become leading contender for cloud.

    If you wish hedge your exposure in incumbent like Intuit better invest a portion in disruptives like Xero in this segment.
    Sep 24 06:48 PM | Likes Like |Link to Comment
  • Intuit updates QuickBooks, strikes deal with Square, reiterates guidance [View news story]
    Xero is possibly the biggest threat Intuit got at the moment. Xero competes with Intuit with it’s online only accounting platform. Xero has more than 200,000 global subscriptions from small businesses around the world. Note the important difference in the metrics between Intuit and Xero. Each of Xero business subscriptions can have infinite users. Intuit 500K is number of users subscribed instead of businesses using them.
    If you have used Quickbooks or QBonline you know very well how legacy software it is. Xero is more nimble player and built it’s kit set entirely online. Xero is currently largest cloud accounting software in the market when compared by number of subscriptions. Unlike Intuit, Xero growth came from multiple countries- Australia, New Zealand, UK and 100 other countries.

    Xero has more than 250 apps connected to it and thousands of Accountants and CPA use it’s dedicated Partner edition, Job management software. Kashoo and Workingpoint are no match to Xero at all. Peter Thiel (Paypal and Facebook ) is the early investor in Xero. Xero is listed in ASX and NZX.
    Sep 24 06:36 PM | Likes Like |Link to Comment
COMMENTS STATS
83 Comments
149 Likes