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International Business Machines Corporation Message Board

jpmarketer 122 posts  |  Last Activity: 14 hours ago Member since: Jan 16, 2008
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  • Reply to

    Hey guys what happened

    by ozutk_wizard 14 hours ago
    jpmarketer jpmarketer 14 hours ago Flag

    Sorry, that's a bad mis-read, and your posting history suggests you are an opportunistic basher. Undervalued, Euro a drag now but will be a boost to the P&L, which will be priced in at this earnings period, recently upgraded by two quality houses, HERE/Android, T-Mobile just today for Networks -- I dunno, did I leave anything out? Get lost.

  • Reply to

    Why is NOK down today ?

    by newnokia78 14 hours ago
    jpmarketer jpmarketer 14 hours ago Flag

    Europe is aging, becoming non-productive and in need of QE. This will sink the Euro relative to the dollar, it's already happening and there is anticipation of more to come. Add in Hong Kong (really troubling if it's a catalyst for wider Chinese unrest), Ebola comes to Dallas, Ukraine and Putin talking World War III, throw in Ford's dismal outlook (driven by Europe and Asia), topped off by ISIS beheading people and threatening transport systems in Europe and the US. I dunno, did I leave anything out?

    Good news is, none of it has to do with Nokia!

  • jpmarketer • Sep 24, 2014 5:04 PM
    Helsinki Shares, Currency Effect, US ADR's

    Long NOK $X and have hedged with about 45% $X of DRR -- the Morgan Stanley Euro Double short -- appreciates 2% for every 1% decline of the EURO vs the US Dollar. Does this make sense? Welcome any feedback. This hedges against changes in the Euro currency (forecast to decline as Europe starts printing and US exits QE, simultaneously!), not to mention the short Euro isn't a bad trade to begin with. No offense intended.

    Today --

    This trade has performed well so far. Given Planetnokia's slamming of Americans in an earlier post today, I don't mind observing that that Draghi's need for QE isn't being driven by the Europeans' lust for competitiveness. It's a bet that such QE is imminent that peaked my interest in the Euro double short. It's not a true "hedge" for being long Nokia in American $, as I am. It is somewhat, and a good trade in the absolute (so far). As Europe begins printing, America will be exiting, thus, the proposed currency divergence.

    This said, the refined European cultures and the nature of European sport are things that as an American, I recognize and admire.

  • Reply to

    Helsinki Shares, Currency Effect, US ADR's

    by jpmarketer Sep 24, 2014 5:04 PM
    jpmarketer jpmarketer Sep 29, 2014 3:22 PM Flag

    This trade has performed well for me so far. Given Planetnokia's slamming of Americans in an earlier post today, I don't mind observing that that Draghi's need for QE isn't being driven by the Europeans' lust for competitiveness. It's a bet that such QE is imminent that peaked my interest in the Euro double short. It's not a true "hedge" for being long Nokia in American $, as I am. It is somewhat, and a good trade in the absolute (so far). As Europe beings printing, America is will be exiting, thus, the proposed currency divergence.

    This said, the refined European cultures and the nature of European sport are things that as an American, I recognize and admire.

  • Reply to

    Americans were no match for Euros

    by planetnokia Sep 29, 2014 11:40 AM
    jpmarketer jpmarketer Sep 29, 2014 2:47 PM Flag

    Like the togetherness of the European Union?

  • Reply to

    vibes of GE approaching ...

    by kathlenebradshaw Sep 23, 2014 10:12 AM
    jpmarketer jpmarketer Sep 26, 2014 4:31 AM Flag

    Sal,

    Your investment in a golf course, as golf is tanking all over the country, was as imprudent as your investment in/pumping of CREE. It's amazing to me, after making the biggest face plant in the history of the Yahoo message boards, that you have the unmitigated gall to re-appear here. Between the two losses, and given your age and other losing positions, I imagine you're in trouble. Not to mention your primary social outlet, this message board (because you can't interact with your aging personality in public anymore) is now lost - you have lost all credibility. You need to turn to needlepoint, or something like that. Your days here are over. Your posting history exposes you for what you are, and we can re-visit it at any time you like, Mr. increasing margins. Go gracefully. You were a nasty, horrible, petulant, greedy person in life. Now, near death, you are no different. You are not wanted. Irrelevant. Ask your son.

  • Long NOK $X and have hedged with about 45% $X of DRR -- the Morgan Stanley Euro Double short -- appreciates 2% for every 1% decline of the EURO vs the US Dollar. Does this make sense? Welcome any feedback. This hedges against changes in the Euro currency (forecast to decline as Europe starts printing and US exits QE, simultaneously!), not to mention the short Euro isn't a bad trade to begin with. No offense intended.

    On a separate note, saw Helsinki today closed at 6.75 EUR and with EUR/USD at 1.2779. this would equate to an ADR price of $8.63. But it closed a few pennies higher. Are the price of Helsinki shares and the currency rate the only drivers of the US ADR price?

    Many thanks

  • Reply to

    My BR confidante...

    by zutkoll8 Sep 22, 2014 11:56 AM
    jpmarketer jpmarketer Sep 23, 2014 10:54 AM Flag

    I'm sorry, I don't understand. Are you purporting to have inside information about Nokia stock?

  • jpmarketer jpmarketer Sep 19, 2014 7:13 PM Flag

    NOK's balance sheet abysmal after the sale of the Handset Division to Microsoft? Have you taken a look at their Network Services wins in the past six months, or how about the Auto OEM business - and wacked out potential, for HERE. Take a look a their chart also. Since late 2012. This company is no longer burdened by the constraints of playing in the handset biz. Their patents, which I've not even mentioned yet, are extraordinary. That's the right word. Take a look. I'm long at a little over 8 bucks and settled in now. Oppenheimer just upgraded to Buy with a PT of 12.00. I don't think they believe this is an early cycle pump and dump, or that the balance sheet is abysmal. Time will tell for both NOK and CREE.

  • Reply to

    ENOC 2nd half of year and beyond...

    by motsam Aug 29, 2014 3:52 PM
    jpmarketer jpmarketer Sep 18, 2014 2:22 PM Flag

    Wondering if any news today -- share price down 4%. Not holding now but always interested, ie Motsam's comments.

  • jpmarketer jpmarketer Sep 17, 2014 8:55 PM Flag

    They're not yet. But that's where the category is going, and that talks to multiple. I harped on the Sales Leadership Problem. Didn't they guide weakly? If they can't pick up share in a commoditizing (not commodity) category, they're dead. That's the fear. No way there is short term danger to the company. They're pretty solid, and in some ways, terrific. It's the multiple where there's blood in the water. Everyone smells it, not just the sharks.

  • jpmarketer jpmarketer Sep 17, 2014 8:49 PM Flag

    Good memory, that's true. All these years on Yahoo, I never posted all of my trades. In fact, very few. When I thought I had a dialogue, other posters did same. We always had honest dialogue -- when trade went well, when it didn't. That one (the trade you reference) didn't go well and I said so.

  • jpmarketer jpmarketer Sep 17, 2014 6:15 AM Flag

    I took a few opportunistic short positions on the way down and made a nice chunk of change. The groupthink here, led by one or two shills, was horrific. That's always a sign of opportunity.

    Anyone who's worked in a Category of any maturity knows what is happening with LED right now. The divergence between the sexy, technology-driven future -- and the reality of the supply pool growing globally was too much to pass up. The ferocious resistance here validated the thesis.

    I want to personally thank Slly Slly 2938 for his cooperation. Albeit an unwitting, unwilling partner, there has been no better, clownish, self-absorbed, frightened, counterweight for the myriad of legitimate arguments in support of the commoditization of this category and brand.

    For this twit to have lost everything, whilst pumping, purporting to have inside information, harassing and skeeving as he was, was, well, icing on the cake.

    Not only is LED lighting a commodity -- it is the poster boy of commoditizing, maturing categories.

    And where is the BoardMayor, Salad of the 60's, Limp Larry, Forgetful Frank, George Golfcourse? Oops, here he is.......

    "It was great being back in town and watching tennis the last 10 days. Heading back to the West for a month or so....."

    Every time this idiot gets exposed, he says he's gone. But he watches feverishly (all the posters he supposedly has on ignore), can't stand it, and jumps back in...

    He'll be here soon. He's reading this, seething, broke, and ultimately, dying.

    CREE IS AT 41. SUCK THAT, MORON. YOU ARE WHERE YOU DESERVE TO BE.

    ps SHOULD HAVE BOUGHT NOKIA AT 8.13 A FEW WEEKS AGO WHEN I TOLD YOU..... NOT TOO LATE BY ANY MEANS..... PUT THAT IN YOUR DYING GOLF COURSE.

  • Reply to

    Anatomy of a Chatboard Pumper

    by jpmarketer Sep 15, 2014 4:32 PM
    jpmarketer jpmarketer Sep 15, 2014 5:18 PM Flag

    sillysally2938 • Sep 9, 2014 12:23 PM Flag
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    j-off3d---I've expressed the same opinion on this issue for many months. Who's speculating? I'm giving my opinion on what it would mean to CREE. It might go 180 degrees, j_off3d. Why don't you get back to that whip sock of yours. It's more of what you're able to handle. You never were any good with women, right? GLTA real investors. Less

  • Look at this guy, Oh yeah, a lot of credibility here. EVERY SINGLE THING HE TOLD YOU WAS WRONG, AND EVEN AFTER THE FACE PLANT, STILL DOING IT. look below....

    and yes, he has to be extra careful about purporting to have inside information, like he did last time. Because he doesn't, and that's illegal.

    sillysally2938 • Aug 15, 2014 12:57 AM Flag

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    kathleenbradshaw---I agree with you. CREE is over-sold and I believe we'll be back in the high 40's next week. WRONG - NEVER HAPPENED - WENT THE OTHER WAY. It'll take some really good news to go through 55, but it's a possibility for sure over the next 90 days, in my opinion. ANOTHER PUMP TO GET YOU TO BUY I have no inside information, never have, and never claimed to have inside info in any public security. YOU'D BETTER SAY THAT, B-ZO, YOU GOT SNAGGED ONCE!! I express a lot of opinions though. Don't we all! GLTA

  • jpmarketer jpmarketer Sep 15, 2014 4:19 PM Flag

    sillysally2938 • Sep 2, 2014 4:27 PM Flag

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    jack3off----Fault! You don't have a clue, pal. Next serve? How about that Serena!!

  • Buying Cree almost as Silly as building a golf course when golf is collapsing. I guess anyone who though CREE margins were increasing, and is building a golf course, may have been wrong about everything, and the worst person ever to take investment advice from. Then again, had this same person bought some Nokia when I said, a few weeks ago, he would have been handsomely rewarded. I guess some people are just losers again and again and again. CREE was downgraded by Goldman this morning. Nokia was upgraded by Oppenheimer.

    Re that gold course, you go girl......

    ....Golfer numbers are down. Golf equipment sales have been tanking. The number of golf courses closing annually is supposed to dwarf the number of new courses opening for years to come. “We really don’t know what the bottom is in golf,” #$%$’s Sporting Goods CEO Edward Stack said in a recent conference call, attempting to explain why golf gear sales have fallen off a cliff. “We anticipated softness, but instead we saw significant decline.

    People are too damn busy. When someone asks how you’re doing, the response among working professionals and working parents especially is probably a kneejerk “crazy busy.” Studies show that leisure time has shrunk for both sexes, and that dads are doing more work around the house, though moms still devote more time to chores and childcare than their spouses. A so-called “leisure gap” still exists between mothers and fathers, and while dads tend to enjoy an extra hour per day of free time on weekends, they’re more likely to be watching TV than hitting the links. Fathers spend an average of 2.6 hours per week participating in sports (compared to 1.4 hours for mothers), which isn’t nearly enough time to play 18 holes.

    As new dad Jason Gay of the Wall Street Journal put it recently, speaking for dads—all parents, really—everywhere, “It is more likely I will become the next prime minister of Belgium than it is that I will find 4½ hours on a weekend to go play golf.......”

  • jpmarketer by jpmarketer Sep 14, 2014 9:39 PM Flag

    China Growth spasm
    Russians are shooting again
    Scotts are antsy and may bolt
    Eurozone about to engage QE, US pulling out makes for relatively weak EUR and limp ADR's
    Upcoming Fed meeting

    Other than that, everything is fine.

  • Reply to

    CREE TV commercial

    by puc_frank Sep 8, 2014 7:26 AM
    jpmarketer jpmarketer Sep 8, 2014 11:18 AM Flag

    Commercials are "tagged" with retailer logo's on a national basis, sometimes a spot market basis. Retailer logo seen in one television market may not be there, or another retailer may be featured in another market

  • New Android, iOS Apps Would Work Without Internet Connection.....

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