Chao...sorry Sid.now u can keep us up to date. I didn't know only few people were allowed to post in MB. I do however find the longs postings useful and informative. Keep it coming but be respectful.
Wow... Why the aggressiveness buddy. This MB has been largely great, let's keep that way. No need to be aggressive or rude here.
I absolutely agree that the market is rigged and manipulated...it is not a segret anymore. My observation was more specific NOK manipulation. In almost every stock, you can clearly make the case manipulation by major players. The only way to beat the odds in your favor is doing a proper DD on the stocks you are invested and to have confidence and conviction in your DD and investing thesis in a stock. In most cases, it is hard to win short term trading against these major players and the HFT they deploy in modern day trading.
I have been out of MSFT for a few weeks..I'm now waiting to see how they integrate NOK and what their long term strategy is. I'm a bit confused with MSFT at the moment, they appear unsure of their NOK acquisition and I won't be surprised if in the next 12 months, they sell all their hardware including XBOX and focus on cloud and software. MSFT as a company appear confused and unfocused to me. In my eyes, they don't have a long term strategy and vision at this moment..that can change in a few months or few years. I'm on the sideline until they have a long term strategy or vision. They are however appropriately valued at current price and I don't see the same pps rise as the last 12 months...money is already made in MSFT in my opinion
I don#$%$ manipulation. Russia-Ukraine news and conflict affects Nok because of Finlands geography though it should not since NOK revenue from Russia is insignificant. The Euro is also in a funk as board members correctly observed. I also think sentiment is improving but some still remain a wait and see mode and it will take one or two convincing quarters before they become bullish long term.
Clcellve and Joshua3xxx....you are both right.
Joshua3xxx...your information about NOK are always very valuable. Personally, I love investing in forward looking companies. HERE might not be generating the revenue investors are looking for now, but I like their forward looking R&D on internet of things. I believe we are 2-3 years away from internet of things to explode. When that time comes, Nokia HERE will be available for consumers and licensees of all size and colors.
Clcellve...You are right that HERE has been talking the big talk but needs to walk the talk sooner or investors will regard it as a money draining weak link in the Nokia family. Management will feel the pressure to sell it. I personally feel the contradiction already; One week I want Nokia to sell HERE and the next week, I want them to keep HERE. I'm sure there many Long NOK investors who see the potential of NOK both short/long term.
Sentiment: Strong Buy
Pure fantasy,Not gonna happen.Even Sammy is finding out Smartphones are commodity and no one is immune to it.Sooner or latter,Apple will feel the same pain.
I expect money to flow from ALU to NOK. Institutions and retail investors who drunk Combs kool aid marketing should be exiting ALU and into NOK. It's increasingly clear as NOK management said repeatedly carriers are giving contracts to financially strong network companies... The big 3... ERIC,NOK and Huwaei
It might be your chance to get back in....we longs made and continue to make profits. The stock will go sideways but fundamentally it's getting stronger and growth is just warming. If you are long...and you are DD invested, you don't get worried about the market noise. This is why I'm a strong believer long positions always outperform day trading. You will have hit and misses on both strategies but long always beats short term trading.
There are great opportunities today, this is the time to get advantages. I certainly did buying stocks I have been hoping for a correction.
ALU could be a great company and would be doing well if they laid off 20K employees. The problem isn't the business but French labor laws. ALU and many French companies are cost disadvantaged...they are being used as social safety programs and are forced to keep employees they can't justify or their cost structure can support
Absolutely big NO! Go near ALU and I'm out in a second. Despite what many on this MB think about HERE, I strongly believe HERE is NOK future and will be future driver of NOK growth. It's a great asset and the world is headed in that direction... The internet of things. NOK has the foresight and correctly recognize that and are investing in this great asset. We are talking about an asset that has great entry barriers.
Really? just add up ALU's loses the last 4 quarters and you realize all that financial engineering Comb did amounts to nothing.....The only way to rescue ALU is lay off 20K employee...Comb is a competent CEO but even superman will not rescue ALU.It will continue to be a Zombie until BK or it is sold as parts (which I don't see it because no company will buy a french Company with current labor laws). ALU will make money and do well when it is revenue and labor costs are aligned.
How does that help ALU if they are getting a fraction of the contracts? most of the carriers go with financially strong NOK and ERIC.The less lucrative contracts are offered to Huwaei and ALU if you have been reading most of the awards.
Back to $3. I don't think market will give Comb benefit of the doubt any longer especially when competitors are seeing a bonanza of profit margin, sales and revenue increases. Unless there are changes to French laws which I don't see it happening, French companies are disadvantaged and are not worth taking risks. Combs has done the best to trim costs and make some financial engineering but ALU needs more than 20K employees let go to align its revenue with cost structure.
disclosure:I don't hold and don't plan buying this stock any times soon. may be under 3 dollars
share buy backs are supposed to put a floor ceiling on companies shares (create artificial inflated price to create market sentiment and attract long position investors.....in other words, support stock price short term while creating value for both short term and long term players)l. I'm confused nysexxx,did you get out of your long position?
Sentiment: Strong Buy
This is why they should have no credibility. However, this firm and Firagu have never been correct about NOK. Anyone that listened them have missed on NOK and it's rise. I don't know what their agenda is but they can't be so wrong?
Have a good weekend, flying to Denver to see my favorite team Man utd play on Saturday in denver
Sentiment: Strong Buy
I think we break out of the roadblock at 8.36 today? Get in today before the upgrades start coming in. For disclosure, I'm long and not selling a single share. I'm not pumping either,just honest opinion to make you money
Sentiment: Strong Buy