Difference between me and you French: I never judge strangers based on their messages on MBs. I take their postings for what they are. Some MB members are serious contributors,some are jokers,some are bored trots...these are social MB. Some of these members you are having jokes on them might be the most serious,successful,smartest people. You just don't know them. Have some light moments with them but don't judge. Have fun,get tips and make money.
Sentiment: Strong Buy
Would be something!!! E2MB and NYSxx,we should do a get together but not sure about cross-country trip.It will be a stimulating gathering of best mind in the investing world....no kidding here.Socialist Fr3nch might be making jokes on these 3 bright minds, but I'm curious enough and looking forward to meeting these gentlemen when the meeting of the minds happen..
BDSI is my flavor of the month stock if anyone is interested.Since I first raised here a few months ago,it is up 50% and looking great.They just launched Bunavail (only the second opioid treatment product in the market after Suboxone) and have 2 other promising products coming online early next year)
RAD...what happened to my darling? Still holding significant and added more at 5.11. With Obamacare and aging America,I still believe in RAD.It will come through after the short hickup.The MCK deal will boost the bottom line going forward.I still think its a great buy at this price if anyone is interested.
Sentiment: Strong Buy
When Sammy agrees to pay us 3% rate fee next year.When the Chinese follow Sammy and APPL renews contract,look out for 50 end of 2017.We are sitting on black Gold Field friends.
Sentiment: Strong Buy
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.