Seeking Alpha
  • bilton
    $NOK 4Q'12 13Fs trickling in: $BAC up 1.27M (28.3%), 5.77M shares held, Susquehanna down 1.23M (14.8%), 7.08M share held
    2/14/13
    Reply (25)
    • bilton: Dodge & Cox up 14.77M (17.8%), 98M shares held, Killen Group up 1.49M (42.8%), 4.97M shares held
      2/14/13
    • bilton: Almost new position: Quantitative Investment Mgmt up 4.62M (4533%), 4.72M shares held
      2/14/13
    • bilton: Almost new position: $BNP Arbitrage up 2.54M (1789%), 2.68M shares held, $JPM up 1.36M (291%), 1.83M shares held
      2/14/13
    • bilton: New positions: RWWM 1.56M shares held, CQS Cayman 1.3M shares held
      2/14/13
    • bilton: State Teachers Retirement Ohio drops 905K (45.2%), 1.1M shares held, $WFC drops 99.2K (8.3%), 1.1M shares held
      2/14/13
    • bilton: Most of top 10 not posted yet. Due by tomorrow.
      2/14/13
    • Andreas Hopf: All here http://bit.ly/XQlkW5
      2/14/13
    • Mr. Knowitall: good info. Looks like the increased shares dwarf the decreased shares. bilton, do you find necessarily this bullish for $NOK?
      2/14/13
    • bilton: Luke, this information's backward looking to 12/31/2012. Numbers are looking good but only 2 of the top 10 holders are in. More to come.
      2/15/13
    • Charles Santerre: bilton if you hold no NOK why do you bother commenting on it?
      2/15/13
    • Andreas Hopf: Remember, since last year, bilton is the NOK stock samaritan, spending much leisure time to help us retail investors from making a loss ;)
      2/15/13
    • Andreas Hopf: Without holding a single share. That's what I'd call a true catholic.
      2/15/13
    • bilton: Charles, your not going to like this but if you read my comment history you'ill see I pick & track bad hi profile tech stocks.
      2/15/13
    • bilton: You will recall when you invited me to your instablog I said your peeps aren't going to like my contrary opinion. And we see proof here.
      2/15/13
    • bilton: Hopers who don't get their target get nervous & spend energy asking why are you here & saying he's a samaritan & try not to find the truth
      2/15/13
    • Andreas Hopf: Whatever. Voluntary scaremongering assistance is nothing but dubious. Scarecrows always push a hidden agenda.
      2/15/13
    • Charles Santerre: bilton: Am I nervous? You betcha! It's not your contrariness, it's your put downs that was not appreciated. Hidden agenda is right on the $.
      2/15/13
    • Charles Santerre: But nervousness is honesty. I did not sell at $1.63. Do you think the big boys are going to shake me out of my tree now?
      2/15/13
    • bilton: Charles, No hidden agenda just decided to poke hornets nest from my simple data post . How did I put YOU down unless you are a hoper now.
      2/15/13
    • bilton: Charles, I thought you were trying to make money not marry this thing. Now you seem to have settled down with this old hag.
      2/15/13
    • Charles Santerre: bilton: you are right I am hoping to make a boatload of money when NOK goes past $4.4x. I am hoping to retire in 3.5 years as I reach 50.
      2/15/13
    • bilton: Charles, If that's your target have you sold options against your position. The Jul 20 4.00 call is 55 cents, Apr 20 4.50 call is 20 cents.
      2/15/13
    • Charles Santerre: I don't do options or go short.
      2/15/13
    • ATfinancialcorp: bilton i feel the same way, i feel like i married this thing
      2/16/13
    • bilton: ATfin, all depends on if lifetime commitment or you have a profit target. Wipeout of monthly dividend yield changed rules. Now growth only.
      2/17/13