Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
-0.01 per share would be a positive surprise and we would see share price go up. Analyst consensus is closer to -0.03.
Some launch clips leaked here. This is an awesome phone. I bet they announce an official Instagram app today too.
http://www.engadget.com/2013/07/11/nokia-lumia-1020-confirmed/
Lol, people get defensive when they're full of it. Not a lot of good intraday short opportunities since the third, maybe late yesterday and early Friday of last week. That is unless you're scalping in which case you're on the wrong side of this 1wk channel anyway. A lot more money to be made on the bull side this week, obviously. Very small intraday pullbacks on white candle days for the most part.
Nokia is up 6.2% since you last posted that you were shorting. I can't see how that is going, "very well" for you.
That would be unfortunate. We're going for the 52wk high at this point. EOS/1020 release at the end of this week could put it over the top. ZING!
In my opinion the NSN buyout makes acquisition of NOK less likely. For one, it adds significantly to the valuation. A huge part of the appeal of NOK to MSFT is(was) not losing as much to taxes in bringing overseas cash back stateside. They're better off investing the cash in capital or strategic positioning, NOK would provide both in spades. However, MSFT and NOK couldn't come to a PPS agreement before the buyout and despite the negative impact of the NSN deal on operating cash flow, the premium likely to be demanded for any acquisition has increased by considerably more than the cost of the buyout to Nokia. In addition to that, though I can't say for sure, it seems very unlikely that Microsoft is really interested in the data-networking and telecommunications hardware side of mobile. Huawei also seems a lot less likely now that NSN is not only in the mix, but a much bigger priority.
Now, though the acquisition of NSN seems (at least to me) to lessen the chances of a merger, it is a very strategically sound move by Nokia. They got a great deal and NSN just breached the green again. Even more importantly, WP seems to be gaining market share and Nokia has the vast majority of those sales. Now with the new "hyper" camera phone due to be launched later this week, there are numerous paths to prosperity and the doom and gloom Nokia has been seeing for a few years now seems to finally be clearing up. Good things ahead.
The new EOS/909/1020, whatever they are calling it now, could be enough to push this to a new 52-wk high.
http://www.valuewalk.com/2013/07/nokia-eoslumia-1020-battery-case/
July 11.
Remember Ford in 2009? Zing.
Short-run and long-run this is good for NOK. The price is too good for it to be bad. NSN is profitable and fairly well positioned in an industry with stable growth. They made an impressive turnaround last year. Now that the fat has been trimmed, this is a good move.
We'll see a nice little bounce here before it continues down into the high-teens again imo. Just scooped up a trading position.
I would not be surprised to see INTC field a bid for NVDA in the near future. This is a great buy at these prices. $15+ by December imo.
Careful folks. These acquisitions can take a very long time and bring many complications. Not telling you to stay away, just tread carefully.
ZOLT Damn near hod close! Hate to say I told you so... ok maybe I don't! Up 10% since Friday's call.
ZOLT has been my biiigggg money maker this year. Super predictable volatile trading and looking good long term. Some seriously impressive returns here. Not playing this one is foolish.
http://investorshub.advfn.com/Zoltek-ZOLT-3532/
Probably going to reopen on the grays. . .
Who wants to bet we see a PR from ZOLT within the next couple weeks?
Just picked up 900 shares @ $7.68. Going to scoop up more if it goes lower. Notice the insider transaction prices and support level here. This is a great buy assuming we don't see significant consumer reluctance from congress screwing around with revised tax cuts in 2013. If so, this is still a great price longer-term.
I had a lengthy discussion with some software engineers I am close with from IBM and MSFT last week. I will be compiling what new the concerns and sentiments they expressed, along with my own take, later this afternoon. I can tell you that Win 8 could be a beacon of recovery for NOK, but there are many potential issues in regard to attracting new users to Windows and even holding onto current users. I will keep you all updated.
Nobody has any opinions on this? The f-150 is Ford's cash cow and they are taking it a whole new direction. This should be one of the top considerations for all longs.
Great stuff here the past few weeks. I got out today on a nice 54% gain, expecting some consolidation and another buy opportunity very soon here. She's going to see some resistance before touching 3s
http://www.autoblog.com/2012/07/27/will-ford-turn-to-aluminum-for-body-of-next-f-150-maybe/
According to The Wall Street Journal, Ford intends to utilize aluminum for the body of its next-generation F-150. In order to meet tightening fuel economy regulations, the WSJ says Ford will turn to the lightweight material, which could cut curb weight by a whopping 700 pounds. Working in tandem with more efficient powertrains, that weight loss could result in a whopping 25-percent boost in fuel economy.
But not so fast, suggests spokesman Said Deep. In regards to the reported aluminumization of the F-Series, Deep tells The Detroit News that "It is premature to discuss specific approaches or solutions that we might use for future product," a quote, we note, that is not necessarily an outright denial.
Industry analyst Jim Hall of 2953 Analytics points out that while some F-150 components are already aluminum, it is also a tougher material to work with. "Full-aluminum structured vehicles are much more expensive to insure because they are much more expensive to repair." Not only that, Hall notes, but not every body shop knows how to work with aluminum. Thus, it's unsurprising to learn that the original WSJ report suggests only that the next F-150's bodywork may be rendered in aluminum, not the chassis.
While there may be manufacturing hurdles in switching over to aluminum, perhaps more difficult will be determining its impact on sales. The F-150 is one of the industry's perennial best-selling vehicles, and it's uncertain how diehard truck buyers might react to a move away from steel, particularly if it sends costs upwards. Of course, Ford recently took on another pickup buyer taboo and registered a resounding victory – challenging the long-held notion that full-size buyers won't buy anything other than a V8 in real volume.
________________________________________________
Positive or negative, this is going to have a major impact on FoMoCo's future. Watch closely here.
Also of note for the longs will be Ford's globalization of the Mustang with the introduction of IRS and potentially their Ecoboost four cylinder.
http://www.mustang6g.com/forums/showthread.php?t=51
I don't mean to suggest charting does not hold value here, of course it does as always, but be careful not to bet the farm on TA right now. There is a lot going on in the international scene having a major impact on FoMoCo. Trade on the chart, invest on economic strength in key markets.
Time for some nice swingin'. . .
If you're watching the big picture in regard to Europe's falling consumer confidence, this slide was easy pickin's. The heavy movers for F are going to continue to be indicators of recovery, or lack thereof, in Europe's major markets in turmoil. Personally, I would expect to see a short-lived rally back up into the 9s later this week with some of the long-term F folks buying, followed by further slipping into the 8s while confidence falls. Watch Europe, specifically Spain, very closely.
An even greater couple of weeks to be holding some ~$11 puts ; )
In regard to general conditions, I'm expecting JPM losses to exceed the popular analyst estimates which will throw a wrench in this already tired machine. It's starting to look like this Iran tension is about to blow wide open too. I'm an Alaskan Grizzly right now personally.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=76359045
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=77083139
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=77085432
FoMoCo is pretty heavily dependent on Europe and demand in that regard has plummeted. This drop was very predictable and when earnings hit I see it as likely to fall through this support, but I doubt we'll see anything below $9(in the near term) barring any surprises from European banks.
There is some minor good news for longs though:
Ford lost 60k sales in Europe and 25k in APA last quarter. This is consistent with losses by competitors in the same regions. Though Ford lost market share in APA as a result, it maintained market share in Europe, indicating demand for Ford vehicles is strong among general demand for automobiles in the region. I expect significantly larger scale drops in vehicle sales in these regions, but if Ford can maintain market share, it should comfort the longs.
_________________________________________________
Like I said previously, Ford is heavily invested in the European auto market. European, and to a lesser extent American, consumer confidence is dwindling and it is hurting Ford financially, but all indicators point to Ford maintaining market share and coming out strong post-Euro-crisis. This could mean artificially cheap shares for a strong long-term outlook. Now the question becomes, when is Europe going to get it together and what direct and indirect impacts will their stimuli have on Ford, as well as whatever other stocks you are trading? What can we realistically expect from Europe in the near-term and beyond? What should we expect from the Fed in our own backyard?
I wouldn't be so fast to assume crude at those prices would boost the auto industry. One must consider the events that must unfold to drive crude that low and what impact those events would have on the demand for new vehicles. I want gas prices lower too, but I cringe at the thought of economic conditions necessary to see crude drop to $50/bbl.
Don't dwell on what you could have done differently, analyze why you made the decision you did and factor your conclusion into future decision making.
On a lighter note, my puts are lookin' prettayyyyy good right now. In the money, just how I like it.
Consumer confidence is falling further in the US and some sizable markets abroad are seeing considerably less demand.
“Our operations outside of North America are under increasing pressure,” the Dearborn, Michigan-based company said in the filing. “Our combined results for the second quarter for Ford South America, Ford Europe, and Ford Asia Pacific Africa could be a loss of about three times as much as the $190 million pretax loss incurred by these operations in the first quarter.”
http://www.nytimes.com/2012/06/29/business/ford-sees-overseas-losses-triple-this-quarter.html
http://money.cnn.com/2012/06/26/news/economy/consumer-confidence/index.htm?iid=SF_E_River
Agreed on all accounts. The situation in Europe could deteriorate very quickly and the market is recognizing that. The major indexes are going to be sketchy across the board for a while imo.
IMO, the good buys are going to come just before the release of Win 8. Financials are going to be devastating this quarter and some super cheap shares will be ripe for the picking. I'm expecting big things from Win Phone 8 though.
Careful folks. Not just with Ford, with all your trades in the near future. When all the bull days are based on speculation that the Fed might ease, things aren't good. Just remember, though there is much upside potential here, downside potential is as high as ever. Risk what you can afford, don't bet the farm.
Here comes that fart, Spain is about to go real sour real fast. Unless the interest rate on this €100 billion is shockingly low, I see no realistic way of the bailout helping at all. Current growth simply can't support the debt they're incurring, and it seems to be slowing even further.
These runs on rumors about rumors Bernanke might start scare me. If there's one thing Bernanke does best it's disappointment. I think we're going to see more of the waiting game before real intervention in Spain and there's further downside yet to come. . . Nice little bounce across the market today, but I sold nearly everything EOD and I'm watching patiently on the sidelines for now.
It's just too easy with this one!
Not done falling yet. We'll see a rally in the mid-20s imo, but I doubt it will hold. This still needs to go lower. Sorry for the people that bought in early, but the valuation was literally laughable for current and even remotely probable future revenue.