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investimus pro bono

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  • Research Report: What Baseball Can Teach Us About NQ Mobile [View article]

    Hi Robert,

    Impressive research!!! I don’t know if the time spent on this research was (or will be) worth the effort? Unless you shorting this stock big time (I am sure you are:).

    Anyways, I don't get one thing. Please explain me this. If this company is fraud, why did:
    1. Altimeter Capital increased its holdings to 6.1 percent of shares outstanding from 1.5 percent, becoming the largest shareholder in NQ, according to a regulatory filing on Nov. 13.

    2. Or Jim Oberweis, president of Oberweis Asset Management, said in a Nov. 18 interview that his company doubled its holding to 1.8 million shares of NQ Mobile last month, after conducting its own due diligence.

    Read here: http://bloom.bg/18mq3sD

    Or many others... if I go on listing them, will be here for another 10 minutes or so.

    Are all these investors, banks, companies blind?

    I believe not!!!!! I trust their merit and research much more, then yours!!!!!!!!!!!
    Dec 11 02:43 PM | 5 Likes Like |Link to Comment
  • Microsoft (MSFT +1.7%) roundup: 1) Telefonica (TEF) and Microsoft plan an "enhanced marketing effort" to promote Windows Phone in the U.K., Germany, Spain, Mexico, Brazil, and Chile. The campaign, which should please Nokia (NOK), is Telefonica's latest attempt to become less dependent on iOS/Android, and thus gain more leverage for cutting subsidies. 2) Sprint (S) has launched its first Windows Phones: Samsung's 4.8" Ativ S Neo, and HTC's 4.3" 8XT. They arrive amidst reports HTC is prepping a WP8 version of its popular One phone. 3) Morgan Stanley thinks Microsoft's rumored restructuring would be "received favorably" by investors, and would "better address the integration among groups of products." [View news story]
    Agree with with dwd. People are getting bored with owning the same things for a long time... it's in human nature to seek for changes and try new things. This is why Nokia / WP has a good chance. And such marketing efforts is indeed what Nokia needs. Nok/MSFT should only work on meaningfully expanding app store and making the WP fit for corporate usage (e.g. solving the VPN issue and alike). Of course not to forget to remind Nok to solve its supply issues.

    I am confident that after a year or two WP will have much stronger position in the smartphone market.
    Jun 27 04:38 AM | 1 Like Like |Link to Comment
  • American Capital Agency Corp.'s Dividend Range Scenarios For Q2 2013 [View article]
    Good day Scott, appreciate your explanations!!! I am learning quite some things from you:)

    I have another question: is there a possibility that AGNC can go bankrupt? The US government is backing them up right. What does this mean in reality / for investors?

    Thanks in advance!!!
    Jun 14 06:54 AM | Likes Like |Link to Comment
  • American Capital Agency Corp.'s Dividend Range Scenarios For Q2 2013 [View article]
    Hi Scott,

    Thanks for the links.

    For me it was and sill is difficult to understand AGNC revenue model... how they make money? And what market factors / conditions influence their business? You mentioned that rising interest rates is one of the main factors, but I still don't have a clue why?

    I am from Europe and here mREIT sector is non existant... at least I haven't heard about any organisation so far... and I have been in business for many years now.
    Jun 11 04:50 AM | 1 Like Like |Link to Comment
  • American Capital Agency Corp.'s Dividend Range Scenarios For Q2 2013 [View article]
    Very thorough article Scott! Many thanks for it!!! I am new in these waters and needed some good info about AGNC for my decision making process. And your article couldn't have done any better. Initially I was thinking that AGNC hit the bottom, but I see I was wrong. After decreasing the dividend, which is inevitable by studying all your (and others') arguments, the stock price will slide down even further into $22-23 levels, which will be an ideal point of entry then:)
    Jun 10 10:59 AM | 2 Likes Like |Link to Comment
  • Nokia: Dispelling Attacks And Myths [View article]
    Thanks Jakob! Well written article with strong arguments!
    May 9 07:50 AM | 5 Likes Like |Link to Comment
  • The 8 most popular Nokia (NOK) Lumia devices account for nearly 3/4 of all Windows Phones (MSFT) in use worldwide, according to usage stats from Windows Phone ad network AdDuplex. The Lumia 920 and 800 are each estimated to account for 14% of WP devices in operation, the Lumia 710 13%, and the Lumia 610 11%. HTC's 8X and 8X are seen accounting for 4% apiece. Kantar Comtech's stats indicate Windows Phone is gradually gaining share in the U.S. and Western Europe, albeit from low levels. [View news story]
    @Mike - I also thought that Helsinki is dictating the US price, but recently came across to a research paper saying that it's vice versa. The argument is that in US investors are more informed/sophisticated hence are better decision makers/ influencers of the NOK's share price.

    While i agree with the macro news thesis, i have difficulties in understanding why the high demand for the NOK shares is not forcing the price go up? Yesterday the buy/sell ration was 2/1. Even this simple law of economics / demand and supply / seems not to work.
    Apr 9 09:29 AM | Likes Like |Link to Comment
  • Short Interest For Nokia Is At An All-Time High [View article]
    Very interesting information - thanks for sharing it!

    By the way Nokia just won another patent case - this time against HTC on battery saving technology: http://bit.ly/WSZJk3?

    all in all Nokia brought a suite of 40 patents against HTC in Germany - if they even win 30% of it, would mean a lot of $$$$ in royalties...

    this company is here to stay - it's just a matter of time to get part of its former glory back.
    Mar 19 06:40 AM | 17 Likes Like |Link to Comment
  • Velti Plc Management Discusses Q4 2012 Results - Earnings Call Transcript [View article]
    Really tough situation for investors. I was amazed to see that there are still people buying the shares of Velti at 2.25 - 2.30 level. Very poor management - I wonder how they / Moukas managed to bring the company this far. I hear only talks /big words no substance / brains.
    Buyout can happen though. mobile ad/marketing industry is growing rapidly and Velti seems to have an interesting solution (I think it's mor than simple SMS business - SMS is just part of it)
    Mar 15 07:36 AM | Likes Like |Link to Comment
  • Nokia Is Connecting The Next Billion People [View article]
    @Uncommon - thanks for the article and for this good article - the finishing touch :) - i believe Nokia has all the ingredients to make a good come back... and the developing countries will play a major role in it.
    Mar 8 04:42 AM | 1 Like Like |Link to Comment
  • Nokia Is Connecting The Next Billion People [View article]
    @SAME - I really enjoy seeing how we all research and scrap information from everywhere to bring the needed puzzle pieces together to see how Nokia is doing:)
    Mar 8 04:34 AM | 2 Likes Like |Link to Comment
  • Nokia Is Connecting The Next Billion People [View article]
    @Forever - "A lot of folks in the emerging markets still use their old Nokia feature phones that they got a few years back"

    very true - i was in Ukraine 2 weeks ago and was eyeing on people’s phones - 90% were nokia features phone + some ashas.
    Mar 7 04:18 AM | 1 Like Like |Link to Comment
  • Nokia Is Connecting The Next Billion People [View article]
    @Wealth - i am not saying that the dividend cut wasn't expected. I am saying that the market reacted negatively (the stock price went down from 4.60's$ to 4.20's$ when this was announced in q4's earnings call).

    let's hope that this 2m is true - i saw another article denying this news.

    there is a lot of interest in nokia shares at the moment - people are waiting for the right moment / positive signs to opt in...

    I hope nokia will beat the estimates again, like they did in the last 2 q's.
    good luck to all of us!
    Mar 7 04:13 AM | Likes Like |Link to Comment
  • Nokia Is Connecting The Next Billion People [View article]
    vytas, thanks for the link!!! i was trying to find a data on chinese sales figures. 2 million is more than my estimates.
    Mar 6 10:13 AM | Likes Like |Link to Comment
  • Nokia Is Connecting The Next Billion People [View article]
    dividend, I think (1) Nokia has still good brand awareness / stands for quality, which is especially important in the developing countries where the markets are flooded with all kind of mid/low end products & names. (2) strong market access can be mentioned, too. They are active in 150+ countries. However, being late to the party requires strong stamina to catch up with all your mentioned brands. Let's see if it has this stamina to do it. The numbers will show it.
    Mar 6 10:12 AM | 1 Like Like |Link to Comment
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