Johannes M

Johannes M
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  • Green Mountain Coffee Roasters Board Changes As Quarter Ends  [View article]
    How would you play the next earnings? Do you suggest straddling the stock. Historically they have provided good returns in this company.
    Jul 2, 2013. 04:43 PM | Likes Like |Link to Comment
  • Heins' Mobile End Computing Vision Comes To An End; So Must He  [View article]
    Marcap, this is the first time I liked any of your comments.

    I bought BBRY calls as I thought that WS was being overly pessimistic and that pent up demand in Q1 and Q2 would generate a profit and surprise (mainly because they did in Q4). Logically, if they sold 1m Z10's in Q1 they should have sold a least double the amount of Z10's this quarter and 1-3m Q10's. With high short interest it looked like an appealing gamble aswell.

    Now that circumstances have changed, how much do you expect the stock to fall if the report another loss in Q2. Will you be playing it with puts?
    Jul 1, 2013. 03:55 PM | Likes Like |Link to Comment
  • Netflix: Where Do We Go From Here?  [View article]
    I'm going at the money. Another straddling idea: Nokia July18. I haven't done much research on netflix thought so I'm not sure if the price is expected to jump again.
    Jul 1, 2013. 10:32 AM | Likes Like |Link to Comment
  • BlackBerry - Where To From Here?  [View article]
    Mr. Knowitall, how will you play next earnings. Positive side is that TH is a man of his word and BBRY indeed will make a loss next Q aswell. How will you play it?
    Jul 1, 2013. 08:16 AM | Likes Like |Link to Comment
  • BlackBerry - Where To From Here?  [View article]
    I wouldn't buy either. I'm bearish for the short term after taking a hit on friday. Turns out that Heins is a man of his word and BBRY will make yet another loss the next earnings. My initial play was to ride it up short term due to pent up demand and dump. Just like Mr. Blair, I was looking at facts and the risk reward/ratio looked good as did the results from the previous quarter. Now it seems like the turnaround will take longer. I can see another 30% drop next earnings.. I'm going to straddle it.
    Jul 1, 2013. 07:29 AM | Likes Like |Link to Comment
  • Netflix: Where Do We Go From Here?  [View article]
    How would you play the next earnings with options? I'm thinking of straddling. Might have some upside potential but also downside since i has gone up so much.
    Jul 1, 2013. 07:19 AM | Likes Like |Link to Comment
  • Blackberry (BBRY) Long Term Trade Plan  [View instapost]
    How do you see volatility being next earnings release? I'm considering buying a straddle with slightly more puts (depending on the stock price). If the stock trades at 10.5 before earnings how would you play it? I think Heins will be right again in his prediction i.e. make a loss.
    Jul 1, 2013. 06:55 AM | Likes Like |Link to Comment
  • BlackBerry: Shorts Increase, Longs Wait Patiently  [View article]
    Buy March 2014 at the money calls.
    Jun 12, 2013. 10:42 PM | 1 Like Like |Link to Comment
  • BlackBerry Poised For A Volatile Month  [View article]
    In five years any company could have the lead. In technology its very inaccurate to predict that far as we have seen. My prediction: Q1 exceeds Wall Street expectations but not significantly enough to create a squeeze. Once BES 10 starts producing revenue I think its safe to say that the company is here to stay ;)
    Jun 11, 2013. 07:58 AM | 14 Likes Like |Link to Comment
  • BlackBerry Will Surprise: Forecasting June Earnings  [View article]
    Both Michaels, what are your EPS estimates?
    Jun 3, 2013. 07:39 AM | 1 Like Like |Link to Comment
  • BlackBerry Will Surprise: Forecasting June Earnings  [View article]

    Please give your argument why BBRY cannot beat low Wall Street expectations.
    Jun 3, 2013. 05:32 AM | 3 Likes Like |Link to Comment
  • BlackBerry Will Surprise: Forecasting June Earnings  [View article]

    I think you might see a lower entry price on next session. If not, you can count on Pacific Crest to do ''store checks'' after the US launch and claim that sales are bad, regardless of how the sales are (they may have already written that report).

    The Z10 sales were for sale only in a select markets for 1 month in the Q4 earnings release. Wouldn't it be feasible that they would sell 1 million a month as it has been available in a all countries as opposed to in the last earnings? As regards to the realistic sell through rates, I cannot comment and may be true.

    I am trying to figure out what would be a realistic sales number for the Z10 sales as I might play the earnings with options.
    Jun 3, 2013. 05:13 AM | 4 Likes Like |Link to Comment
  • BlackBerry Q10 Outsells iPhone 5 And Galaxy S4 In France  [View article]

    The auto industry has extremely low profit margins, generally under 5% for VW as an example, 4.18% after last Q1 earnings, compared to blackberrys 40% margin. Shouldn't this make it harder to enter the market and create the need to sell more to be profitable?

    Chinese car manufacturers have been able to penetrate the mature market which is characterized by very low profit margins. Would it be impossible to enter an industry with over 30% margins? If you compare the smartphone industry to the auto industry, it would make more sense that it is easier to enter the smartphone industry. Basic SWOT.
    May 31, 2013. 01:03 PM | Likes Like |Link to Comment
  • Nokia: You Ain't Seen Nothing Yet  [View article]
    Most consumers don't think about security issues, unless we start getting some proper viruses. Windows is playing more to a niche market like blackberry but if it wants to achieve mainstream success it should go with Android. To me it seems obvious that they would capture alot more marke share this way.
    May 30, 2013. 11:15 AM | Likes Like |Link to Comment
  • Nokia: You Ain't Seen Nothing Yet  [View article]
    I'm from Finland and I know that most people don't care if Nokia is Finnish or not, people just want the best phone and what suits them. Young people (16-30) don't think Nokia is 'cool' anymore on the home turf... Although I do wish for Nokia to succeed as it is important for the country, I'm not sure if that's going to happen while sticking to windows. They might have decent sales but I don't think it will be a breakout success with windows.

    If they went to android I think people would rather purchase a Nokia than a chinese android (still has a better brand image). I wouldn't personally mind owning a Nokia android phone as nokia does have some advantages, particularly with their cameras.

    Combine an android Lumia with the best smartphone camera, now that will sell!

    Olli-Pekka Kallasvuo is to blame where Nokia is now. All the best to the Nokia investors and I will hop on if Nokia joins Android!
    May 30, 2013. 11:10 AM | Likes Like |Link to Comment