Bananas, true GE was dead money for a decade but look into the future now!!
1-GE will be returning 90B next 24 months and some analyst are predicting 200B over the next 5 years to investors. This alone will drive pops 25% as float is reduced from 10B to 8B shares.
2- GE without GE capital--- stable pure play diversified industrial with growth and good margins.
3- after shedding up to 300B assets in the coming months, I expect GE to be acquiring growth businesses going forward which drives future growth and pps.
4-stable 3.4% dividend which is expected to increase in 2016.
I like GE going forward, this is a good entry point before the Sychrony deal is finalized. No downside from here, only upside irrespective of market tremors.
And ERIC is actually feeling NOK heat. They have been investing more in the Cloud and media and moving away from telecom side of their business and while NOK is going all in. I think between ERIC and NOK, NOK is the market disruptor at this time.
Points taken. However, I'm not worried on the visibility of the business. I don't see any technology in development or in the horizon that will disrupt the network infrastructure. Comparing NOK/ERIC/Huawei, NOK is at the forefront of current technology (TD/FD aggregation, small cell and 4 G LTE) and development of 5G. NOK has a sizable R&D in the networking business already and combined company will have the largest R&D. The size of the network infrastructure (we are talking Trillions) ensures stability. Any new technology that could be disruptive (don't see it at this time) will take a decade or more to significantly cause disruption.
I'm worried more about the operation side of this deal and the short uncertainties (headwinds) that will be disruptive to NOK pps.
not really, msft may be but going through both ERs,nothing makes me load up based on their ER. I'm hoping NOK had a few software upgrades like 2014 1st quarter.
uncertainty, nobody likes it. However, its times like these where you can make the easy money if your predictions get lucky.
The depth of your stupidity and lack of recognizing it is astonishing. Never seen someone say so much with so little value.Has to be an art developed in your 20 years in the skies.
Initiated a small position 20K, going long. My advice to Long timers who are 50/50 whether to bail out or hold: the risk/reward has gone up in NOK. This stock can go down to 6 or it can run to 9 dollars. Re-assess your risk/reward tolerance and play with what you can afford in this stock. A lot of moving parts to risk a huge position, it might be prudent to take some profits here for those who are sitting on 100% profits or more (reducing your positions).
The major Unknowns’:
IP deals, timing and worth
HERE and how much cash it will bring (NOK appears determined to get rid of it, and buyers are sensing desperation. NOK might not get HERE real value).
All these unknowns and headwinds can actually turn out positive and pps drivers.
In my view, ALU restructuring and merger cost will be in the range of 2-3B. The New NOK will still have 3-8% margins. I will not advice anyone to hold/buy/sell with a good conscious. It all depends on your risk tolerance.
Finally see the real Joshua I suspected---Intellectually dishonest, crowd pleasing (insecure Joshua). My thinking and yours about NOK are/were similar always but you were playing into the hands of Clowns (pleasing the Clowns in this MB). Now, can the real Joshua Stand up?
I know you are looking for a better entry point, you know there will be opportunities for a better entry point (lot of moving parts, uncertainty, dilution, reverse split, fear of Samsung deal disappointing the market, disappointment with HERE fire sell, currency uncertainty, Size of ALU and NOK cash in hand, better investment out there....I can continue all the unknown and fear out there that can move NOK stock 1-2 dollars lower.) But Also I'm not afraid of admitting this deal's potential for NOK and its shareholders if management are decisive and competent in managing the Merger over the next 12 months, this deal can put NOK back to a sector leader and will pay off handsomely for those brave enough and willing to take risks...you don't make premium profits without willing to take risk at times like these.
Doesn’t trash talk the deal or pretend to know more than you know Joshua. I will tell you what I feel about the deal. This is the best deal NOK made over the last 5 years. They literally Robed ALU and its shareholders by taking advantage of a desperate company whose CEO used the last resort financial engineering 2 years ago and were without options other than BK. The deal has risk but NOK shareholders are getting good value at reasonable risk. The only reason I'm out is that I'm betting getting in at a better entry point in the coming weeks or months. I don't need to trash the decision to buy ALU or the deal. Man up Joshua.
Short term, the weaker EURO benefits NOK sales and toward the end of 2015, might strengthen against dollar helping NOK stock. The EURO might be NOK longs friend short/long term. The U.S economic data coming out of late doesn't support Current exchange rate in my view. if Data continues to disappoint, we might see reversal sooner than many predict, as early as summer.
Zutko, I think NOK said bye to phones when it acquired ALU.Whatever small chance existed before is now shut.You can never say never,but, there is 1% chance.Even the licensing part will be hard kept going forward.