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einzling44

einzling44
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  • Natural Gas: The Numbers Also Tell A Tale Of Switching [View article]
    All things said except one: Coal must be transported by trains or trucks that need power/fuel while gas has the physical benefit of easily traveling through pipelines. That means gas can be easily and cheaply distributed once the pipeline infrastructure is in place.
    May 16, 2012. 10:37 PM | Likes Like |Link to Comment
  • SocGen's Andy Perkins cuts his rating on Nokia (NOK) to "sell" from "hold" and slashes his price target to €1.80 from €3, saying that plunging handset sales, large operating losses and restructuring costs will burn into its cash pile, and "even bring into question Nokia's very survival." ADRs -4.7%.  [View news story]
    @Charles: The Lumia is getting good reviews and carriers are desperate for a third platform. At least Nokia made a bold move (unlike RIMM which is the Kodak of smartphones) and has a NEW and classy product. If it does not take off they can ramp up advertising. I think it may prove very successful, especially with corporate customers.
    May 16, 2012. 09:56 PM | 1 Like Like |Link to Comment
  • SocGen's Andy Perkins cuts his rating on Nokia (NOK) to "sell" from "hold" and slashes his price target to €1.80 from €3, saying that plunging handset sales, large operating losses and restructuring costs will burn into its cash pile, and "even bring into question Nokia's very survival." ADRs -4.7%.  [View news story]
    I suggest you skip the stop loss and ignore the price actions for now. IMHO NOK is deeply in value territory and MSFT has a reputation to lose. Try adding instead and keep your cool. (I really hope that strategy works as I have no positions myself. But that is what I have been doing in similar situations: reinvesting dividends and even committing new funds to the most hated stocks in my portfolio)
    May 16, 2012. 05:18 PM | 1 Like Like |Link to Comment
  • Apple And Disney: Deal Of The Century [View article]
    To buy DIS would ruin margins and regulators would never allow it anyway. A logical step for Apple would be to rid the worlds living rooms of settopboxes, modems, routers, receivers, dvd/blurayplayers and playstations/xboxes and their cables and replacing them with one sleek device THAT WORKS as smoothly as all things Apple.

    I am ready to spend a week camping out in front of an Apple store to get an "iHome", "iLiving" or whatever the name upon launch.
    May 16, 2012. 02:27 PM | Likes Like |Link to Comment
  • Nokia: Is This $3 Stock Running On Fumes? [View article]
    RIMM is still in denial, has a horrid CEO and has nothing going for it. NOK just released a completely new line of products and it has a huge and valuable patent portfolio. It is also run way better.
    May 16, 2012. 12:08 PM | Likes Like |Link to Comment
  • SocGen's Andy Perkins cuts his rating on Nokia (NOK) to "sell" from "hold" and slashes his price target to €1.80 from €3, saying that plunging handset sales, large operating losses and restructuring costs will burn into its cash pile, and "even bring into question Nokia's very survival." ADRs -4.7%.  [View news story]
    Just ignore analysts for the most part. A spot on analyst is rare enough and follows his employers agenda anyway. Why bother finding a good analyst when finding a good or a bad stock is easier? In times of zero interest rates banks tend to do desperate stuff -UBS and JPM had trading losses and there were other issues. IMHO Nokia is so beaten up that it has pretty low short potential. Many analysts are too dumb to find last years best or worst performing stock e.g. GS downgraded INTC @24.xx to underweight citing the analysts vision of ARMH taking on the server space...
    May 15, 2012. 11:05 PM | 2 Likes Like |Link to Comment
  • Time To Pick Up This Premier Gold Miner At Multi-Year Lows [View article]
    Ignore Greece - it has been economically deteriorating for decades, markets will learn to ignore it pretty soon and France will never again submit to Germany. India, China and arab countries are the driver for gold. I have been a gold bear till now but as countries vie for the cheapest currency and Europe goes the way of the Soviet Union I get more bullish. Markets have been in irrational mode for quite some time now (I suspect QE is guilty): junk bond and junk stock rallies, commodities rallies and whatnot. I checked gold on wikipedia today and my conclusion is that gold has never been as scarce as it is today: The amount of gold per human being goes down while the per capita income in major gold consuming countries rises. Jewellery accounts for a couple hundred tons and industrial applications for another couple of tons every year. Meanwhile central banks in fast growing economies look for ways to store value in a handy format. India is the largest consumer of gold and as the country thrives demand goes up. The basic supply - demand picture favors gold and thus favors miners.
    May 15, 2012. 10:27 PM | Likes Like |Link to Comment
  • SocGen's Andy Perkins cuts his rating on Nokia (NOK) to "sell" from "hold" and slashes his price target to €1.80 from €3, saying that plunging handset sales, large operating losses and restructuring costs will burn into its cash pile, and "even bring into question Nokia's very survival." ADRs -4.7%.  [View news story]
    These jokers told us to buy GE at 40$+ and sell at single digits. They need "strong buyers" for Apples current megalomaniac stock option plans and had a "reduce" rating when it was trading below 25$ and even in single digits. I sure want to buy some NOK today and look at its performance vs. AAPL ten or twenty years from now... Never give a dime about analysts: S&P had 5 stars on Lehman right before it went bust and on Citigroup before it lost about 90% of its value sliding from 50+ to low single digits.
    May 15, 2012. 05:13 PM | 1 Like Like |Link to Comment
  • Intel Dividend Raise Gives Even More Value [View article]
    They may also buy another worthless dud of the skype variety instead of raising the divi...
    May 15, 2012. 02:21 PM | Likes Like |Link to Comment
  • Intel Dividend Raise Gives Even More Value [View article]
    INTC is one of the top 3 best run large cap companies in the world, period. I am currently waiting for a market correction courtesy of Europe or somesuch to get back in.
    May 15, 2012. 02:10 PM | Likes Like |Link to Comment
  • 5 Reasons Apple Is A Bad Bet [View article]
    Authors get paid per klick and thus often pick widelyhelds coupled with controversial or even silly views They are rarely subject to longevity as there are some people who politely remind them that they were wrong. This is a very poorly written article and thus will soon at least partly be revealed as such. I am more bearish on Apple than most - mainly because of the secretiveness which is also part of their corporate culture.
    May 13, 2012. 05:41 PM | Likes Like |Link to Comment
  • 5 Reasons Apple Is A Bad Bet [View article]
    There are only two worries:
    1. Outside risk like e.g. Europe or some major geopolitical event that hits all stocks anyway.
    2. Same slow degradation in growth as with all other big caps.

    Other than that you can buy an incredibly well run and profitable company that produces products no one ever wants to abandon. I have been a mac user for 25+ years. And soon you can collect a dividend. (I sold my Apple shares because there was no dividend and I did not have time to engage in options strategies.
    May 13, 2012. 12:41 AM | 1 Like Like |Link to Comment
  • 5 Reasons Apple Is A Bad Bet [View article]
    @Difu Wu (author) Forget Graham and Dodd. Its Apple. Think different. You want to compare Apple to what?

    And I do not even hold Apple. Sometimes trying to look smart accomplishes the exact opposite. Or you are a genius as all these klicks and comments sure make you richer than your investments .
    May 13, 2012. 12:11 AM | Likes Like |Link to Comment
  • 5 Reasons Apple Is A Bad Bet [View article]
    You are right, but I honestly have a hard time to imagine Tim Cook involve with a hotel maid or somesuch...
    May 12, 2012. 05:54 PM | 1 Like Like |Link to Comment
  • Time To Pick Up This Premier Gold Miner At Multi-Year Lows [View article]
    Hi Bret, I have recently started small positions in ABX, GFI and GG.
    Miners are cheap Gold is expensive. When milk is expensive I rather buy a cow.
    (Somehow typical it is you again)

    greetings einzling
    May 12, 2012. 05:34 PM | Likes Like |Link to Comment
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