Tag archive

NOK

Why Investors Hate Apple — and Are Dead Wrong

in FP: Latest/Stock Analysis

 In this article I don’t discuss Apple’s valuation, balance sheet, or financials.  I covered these topics in great detail in these articles a few months ago (Part 1: Psychology and Part 2: Value of Ecosystem).  Nothing has really changed since, except that Apple announced an enormous share buyback.  This article focuses on Apple’s products, innovation,…

Keep Reading

Microsoft Hell

in FP: Latest/Stock Analysis

As a value investor I used to spend a great deal of time in Microsoft hell – on one hand there was the company with enormous cash flows, an incredible return on capital, a huge moat, a cash-rich balance sheet, and trading at single-digit multiples (if you adjust for cash).  But on the other hand…

Keep Reading

Nokia is So Cheap!

in Stock Analysis

“Don’t gamble. Take all your savings and buy some good stock and hold it till it goes up, then sell it. If it doesn’t go up, don’t buy it.”   – Will Rogers What if you failed to follow that sage advice from Will Rogers? You bought a stock and it did the unthinkable–it declines.   Real…

Keep Reading

Nokia: Slim Phones, Fatter Margins

in Stock Analysis

Nokia (NYSE: NOK) announced that its average selling price (ASP) has increased in the first quarter from a projected 98 euros to 103 euros. This is great news for the company. Over the last several quarters, Nokia has demonstrated very high revenue growth, but its margins have taken a hit as lower-priced introductory cell phones in China and India reduced ASP and margins.

Keep Reading

Go to Top

JOIN OUR NEWSLETTER

Tired of generic investment advice?