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Nokia is So Cheap!

“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 […]

[email protected] Interview

I was interviewed by a super-smart and funny Kate Welling at Weeden & Co I am attaching the interview (link opens PDF). In the interview I am touching on several topics I’ve discussed in the past and some new ones (mentioning two new/old stocks too).

Motorola’s Loss, Nokia’s Gain!

After Motorola (MOT) threw in the towel on making money in cell phones this year, is it a good buy? It was not three years ago. This analysis is still valid today. In fact, Motorola’s failure is a big positive for Nokia (NOK) on many fronts: it shows that Nokia’s management can execute despite not […]

Nokia: Slim Phones, Fatter Margins

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.