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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (45218)	12/16/2011 11:35:05 AM
From: Jurgis Bekepuris	Read Replies (2) of 78673

Hey, you're my favorite RIMM and NOK bear - what do you think about both of these here? Still "both toast"? RIMM is trading way below book, but at approximately net tangible assets. The company is still quite profitable though sales and earnings are trending down. NOK is below book too. Windows phones have been announced and released. Presumably Lumia acceptance and sales in Europe are great. They even announced the release of Lumia in US. It's announced with T-Mobile, which is not great since T-Mobile is also ran in the carrier space (I have T-mobile service personally, I like them, but coverage is not the best). NOK also has a huge chest of patents that are probably worth significant portion of the current market cap. I bought some NOK today.

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