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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (34949)	7/31/2009 1:20:20 AM
From: Jurgis Bekepuris	Respond to of 78616

E_K_S, NOK is a hold position for me. I will not add, but I won't sell either. It has a potential to come back, although it is not clear what exact catalyst would be. NOK came back from last drop by capturing a huge percentage of emerging markets. This is impossible to repeat, so they will have to find something new. I still hold my full position of GLW and don't plan to sell here. Not a buy, a hold too. Overall, few very cheap opportunities. Market is not overpriced, but getting closer to being fairly priced. I did very well on preferreds, but now I have either to take the prices close to par or to be satisfied with under-10% yields. Neither is very exciting. I am considering establishing significant TIP and WIP positions.

To: E_K_S who wrote (34949)	8/28/2009 12:06:36 AM
From: E_K_S	Respond to of 78616

NOK a low risk value trade? A Contrarian Call on Nokia online.barrons.com From the article:"...Ittai Kidron, an Oppenheimer & Co. analyst, is not much more of a Nokia fan than his peers at other banks. But he has a bit of the contrarian in him. He sees opportunity for Nokia's stock to make a short-term advance because investor sentiment is now so negative. For the past year, Nokia's stock has been a loser. Shares are down 51%, and the five-year stock chart looks like the proverbial bearish slope of hope. In short, there is a lot to be negative about, but even negativity reaches extremes. Kidron said channel checks -- Wall Street speak for talking to real people (rather than corporate management) involved in the buying and selling of products -- indicate consumer demand for Nokia's smartphones is increasing in China, India and Russia....." EKS