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October 25, 2019

Is Nokia a buy on the huge dip

I’m considering taking a position on Nokia in wake of the big dip. I’m a patient investor and don’t mind waiting for it to recover. Obviously they are going to need sacrifice margin moving forward to compete better against Erickson. I see there problems more as a management problem than product portfolio problem though. Curious […]

Recent Author Comments

On Brown's "6G" Tease -- Most Powerful Tech Company, Plus a "Backdoor Play" to Profit

Posted on August 12, 2020

I would just caution on the thought that Intel can fix their process manufacturing issues anytime soon. The 10nm issues have been ongoing for 5 years and it is still broken, which is why you only see 4 core laptop CPUs in 10mn, and not the high core count [...]

On Brown's "6G" Tease -- Most Powerful Tech Company, Plus a "Backdoor Play" to Profit

Posted on August 12, 2020

I've been in/out of AMD for the past 5 years since they traded at $3.15. My current holding is at $11, and even though the valuation is a bit crazy right now, if they were to come down into the $60's I'd buy more. This isn't about momentum its about a cont[...]

On "Trump to Finish what Reagan Started? [As early as October 30th]" -- What's being teased by James Rickards now?

Posted on October 30, 2019

SPOXF is an OTC I bought about a year ago when looking to get into some Gold for diversification. Bought for both income(pays a decent dividend..about 4.5% at what I bought it at, and 3.86 as of today) and appreciation. It's well managed(by my eye).[...]

On Solving Mampilly's "Tech Industry Set to Surge 76,000% (And the One Stock You Must Buy Today to Cash In)"

Posted on October 29, 2019

I got into Micron at $44 about a year ago and sold last week for just shy of 48. I plan to get back in again but I'll wait for Trumps next tweet about China trade negotiations. This stock has had so many 10%+ swings in the last year I simply decided to get[...]