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Nokia Corporation Message Board

farhan8000 47 posts  |  Last Activity: Nov 21, 2014 6:06 PM Member since: Oct 6, 2012
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  • Reply to

    52 week high was only 60 days ago.

    by cainiac2 Nov 21, 2014 3:19 PM
    farhan8000 farhan8000 Nov 21, 2014 6:06 PM Flag

    Urban,

    I have done a good amount of digging after the ER to understand why NOK with a strong all around fundamentals and fairly bullish guidance is underperforming the market and network sector in general. The Ukraine conflict is massively affecting Finnish economy,companies and sentiment. Strength of U.S dollar is both helping and affecting with a small net positive effect.

    At this level,NOK is massively undervalued and attractive to investors overlooking short term price suppression

  • Reply to

    NOK has room to fall

    by thermonuke Nov 20, 2014 8:10 AM
    farhan8000 farhan8000 Nov 20, 2014 4:28 PM Flag

    NOK has surprised me a few times but ridiculous value at these levels for any value investor. Russia- Ukraine conflict is a big unappreciated headwind for NOK because of Finland proximity and historical significance to Russia. Any worsening of that conflict and we might easily test 7.25 if not lower in my opinion. We might trade at current range 7.60- 8.50 as long as conflict is at stalemate.

  • Reply to

    Bernstein's snapshot of Alcatel

    by joshua3xxx Nov 20, 2014 2:01 PM
    farhan8000 farhan8000 Nov 20, 2014 4:17 PM Flag

    Suri predicted last year network sector will consolidate from current 7 to 3 companies in the coming years. That excludes ALU. Suri either knows he will buy ALU or he thinks he can drive them out of the sector. I like ALU wireless unit but NOK has proved they can grow organically and I'm not sure I will continue to be long if they bought ALU

  • Reply to

    NOK has room to fall

    by thermonuke Nov 20, 2014 8:10 AM
    farhan8000 farhan8000 Nov 20, 2014 4:05 PM Flag

    I agree short term we are on park mode and NOK might test 7.25 if market sells off. If market continues on current trajectory, the stock might gradually repair itself technically. We are in bearish mode now, personally adding if stock falls to 7.65-7.25 range

  • Reply to

    Bernstein's snapshot of Alcatel

    by joshua3xxx Nov 20, 2014 2:01 PM
    farhan8000 farhan8000 Nov 20, 2014 3:54 PM Flag

    My suspicion is and continues to be Berstein and few other like minded analysts firms have upgraded ALU in the opinion that NOK will eventually bid or buy ALU wireless unit. Similarly I suspect they have downgraded NOK (the reason they are attaching higher risk premium to NOK). A few of them have been speculating NOK buying ALU wireless and might be pushing it behind the scenes, they are loaded with ALU and want to cash it. I'm sure they can't wait NOK to do it so they can also short NOK the moment they buy ALU because will spend half of its cash.

    SUri dampened that wishful thinking of these firms by declaring they will rather grow organically which NOK has proved it can do the last 12 months. NOK has grew it's only week region, North America from 5% to 25% by third quarter and will continue to gain market share on the expense of ALU mostly but also ERIC and huwaei

  • Reading the FT article,Nokia is as ambitious as 120 years ago. Highlights of the article:

    1- NOK retained 67% of its brightest,industrious engineers. Msft got a raw deal in terms of talent acquisitions.
    2-NOK moving senior technology management to Silicon Valley
    3- market disrupting Virtual Reality, and graphene technology coming out of the labs soon

    From the article:
    “The lab is about true disruption,” he told the Financial Times, in his first interview since joining the company three months ago. “There are not many of those, but we have a few. I have seen some crazy stuff that I am not sure even I am allowed to talk about.”
    A few areas under development include advanced work on virtual reality equipment and graphene, a material that can be used to make lightweight, low-cost sensors that will make “disposable” high-tech gadgets possible.

    Nokia will work up innovations and products as well as occasionally lending its own name to goods. But it also wants to become an incubator for other technology groups.
    Ian Fogg, analyst at IHS Technology, called the move “audacious”. “There will be those at Microsoft who will be startled by the speed and audacity of Nokia’s strategy. They shouldn’t be: Nokia has a long history of bold strategic moves,” he wrote in a note.

    Sentiment: Strong Buy

  • farhan8000 farhan8000 Nov 17, 2014 10:16 AM Flag

    2 major downgrades is a huge disappointment , signals analyst bearishness about NOK. Analyst clearly believe NOK is a one trick pony company since 87% of its revenue comes from network division. I understand their reasoning and thinking...I agree that NOK needs to diversify its revenue and product mix portfolio. My expectation and that of the market was the IP licensing (technology unit) to provide NOK the portfolio mix and revenue diversification to mitigate and provide cushion to any Network revenue/demand shock. Until NOK shows portfolio diversification ( IP licensing movement,new MM activity), we might face short term bearish sentiment. Difficulty to swallow if you are long term investor given the quarter we had and the profit margin guidance given by NOK on Friday, but the street is clearly pricing a significant higher risk premium to NOK due to lack of portfolio/ revenue diversification. HERE at this juncture is considered a drain. I'm long and don't agree with the valuation and lack of portfolio diversification but it's what it is. I'm a buyer

    Sentiment: Strong Buy

  • Reply to

    Exhale everyone

    by farhan8000 Nov 14, 2014 6:09 PM
    farhan8000 farhan8000 Nov 14, 2014 6:28 PM Flag

    Great weekend to you as well

  • farhan8000 by farhan8000 Nov 14, 2014 6:09 PM Flag

    you now have 15 months of margin guidance and clarity, what more could you be asking? Ferragu and company analyst were bad mouthing NOK and inventing short term difficulty for NOK after the 4th quarter. Management has given the street a full year bullish guidance for the entire 2015. I don't know what else management could do other than IP licensing news that will change the bearish street sentiment against NOK.

    Retail investors have been right about NOK and made easy money...take heart in that. I still believe tons of easy money is still to be made from NOK by those who are patient. I'm more confident today in NOK than I was yesterday thanks to margin clarity. My only disappointment was they didn't give any hints on the IP licensing front but I understand these negotiation take time and until Sammy agrees, other licensees and NOK might not make any moves...the reference will be big Sammy and we should expect significant movement on the IP front then.

    Sentiment: Buy

  • Reply to

    Massively disappointed we are 20% UP

    by farhan8000 Oct 23, 2014 11:13 AM
    farhan8000 farhan8000 Oct 23, 2014 11:20 AM Flag

    It got 1 hour for CNBC to mention NOK blowout ER. I will be honest, I love every mention of AAPL by CNBC now that I'm long AAPL, but it kind of boring and turn off how they carpet bomb cover apple

    Sentiment: Strong Buy

  • farhan8000 farhan8000 Oct 23, 2014 11:15 AM Flag

    You got thumps up of the year

  • my theory we are not up huge is stocks surging in general. There were a number of impressive earnings as well will diluted NOK headline. People are buying all over the place. Make no mistake though, we will be up 20% in the coming days. Bye bye 9, bellow 10.

    Sentiment: Strong Buy

  • Reply to

    30-50% Price adjustment in the next 3 months

    by farhan8000 Oct 23, 2014 3:26 AM
    farhan8000 farhan8000 Oct 23, 2014 7:21 AM Flag

    He sure earned his pay check...I feel much more confident in this guy after this ER.His restructuring are finally showing in the balance sheet.I hope he uses some brush marketing to get the attention of market movers.

    Sentiment: Strong Buy

  • Reply to

    Trophy presentation

    by fr3nchmodel Oct 23, 2014 5:07 AM
    farhan8000 farhan8000 Oct 23, 2014 7:17 AM Flag

    hope you are not going on one of your long winter hibernation Frenchy...This MB needs your light moments.Be part of the months long celebrations..the party is just beginning MAN!!

    Sentiment: Strong Buy

  • Reply to

    PPS back to where it was 3 weeks ago

    by farhan8000 Oct 23, 2014 5:33 AM
    farhan8000 farhan8000 Oct 23, 2014 7:14 AM Flag

    When I said it yesterday, I didn't foresee such a blowout 3rd quarter honestly. If this result doesn't get us to 12 dollars in a month, we are dead until the IP licensing deals flow in. Look at other companies reporting ok results and their pps already overvalued and overpriced...and they still receive price reaction that makes you scratch your head if you are a value investor.

    This stock is so underappreciated and undervalued, eventually smart value investors will put their money here and once they announced they did...you will see the herd money flow into NOK. Let's hope the wildly followed big boys will invest in NOK and Sentiment will change for good then.

    I still see 2-4 dollar pps secular adjustment in this stock in the coming weeks, if not months. It has to fundamentally.

  • This is how the big boys play the market.Laughable that we are back to where we were 3 weeks ago. The only way to beat the market movers is to be long if you have done your DD.I expect today's pps rise to be a down payment.We should see another 30-50% rise in the next 6 months.

    Sentiment: Strong Buy

  • Reply to

    30-50% Price adjustment in the next 3 months

    by farhan8000 Oct 23, 2014 3:26 AM
    farhan8000 farhan8000 Oct 23, 2014 3:58 AM Flag

    I like it

  • Reply to

    I'm a little disappointed

    by fr3nchmodel Oct 23, 2014 3:36 AM
    farhan8000 farhan8000 Oct 23, 2014 3:52 AM Flag

    Don't you think so called analyst might start their upward price revision in the coming days? I'm suspecting we might see some analyst competition in pps revision in the coming days...let's hope some get exotic!!!

    Sentiment: Strong Buy

  • Reply to

    30-50% Price adjustment in the next 3 months

    by farhan8000 Oct 23, 2014 3:26 AM
    farhan8000 farhan8000 Oct 23, 2014 3:44 AM Flag

    I will say maintain the course and cause some heartburn to ERIC and ALU,may be drive both companies out of the network business....ERIC is venturing into other sectors of late and ALU might be forced to fire sell its broadband unit for cash...ALU is now desperate for cash and appear to have exhausted its financial engineering.

    Sentiment: Strong Buy

  • Reply to

    I'm a little disappointed

    by fr3nchmodel Oct 23, 2014 3:36 AM
    farhan8000 farhan8000 Oct 23, 2014 3:39 AM Flag

    Today we all celebrate Frenchie...We all been Bullish on this baby.next week when the pps is 10-12 and we are bored, we can all be silly again.You need to be congratulated for maintaining bullishness on NOK on such long time.

    Sentiment: Strong Buy

NOK
8.275+0.085(+1.04%)12:10 PMEST

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