This week brought yet another push-pull to the markets as investors attempt to figure out whether Lucy is going to pull the football away from Charlie Brown again in the China trade talks, but the narrative that struck me as most interesting on the week was the line that was drawn in the economy by […]
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 […]
We so often see ads about how we’re on the verge of the “greatest technological disruption of all time,” with fortunes to be made that recall the gilded-age empires of Andrew Carnegie and John D. Rockefeller, and that’s probably my favorite kind of financial pornography: Daydreaming about the charitable foundations we’ll found, and the universities […]
A pretty quiet week as I try not to overreact to market gyrations, so we’ll be briefer than usual this Friday… but there are a few interesting things to talk about…. Crown Castle (CCI) reported a “beat and raise” quarter this week, if just barely. They raised their dividend roughly as expected this week, bumping […]
Innovative Industrial Properties (IIPR) hit a stop loss yesterday thanks to a sector-wide collapse of marijuana stocks. The big news that hits IIPR directly this week was that MedMen dropped its plan to buy PharmaCann, which is IIPR’s biggest tenant, so I did take the somewhat cautious step of buying a few protective puts just […]
The steady thirst for 5G fortunes is far from being slaked, it appears — pretty much all publishers have some tried some kind of promotion to convince us that they have the best and most lucrative idea for investing in the next upgrade cycle in mobile telecom… and today we’re looking at the latest spiel […]
Things began slowly this week after a weekend of decadence in Las Vegas… what impressions did I have of Sin City? People aren’t gambling as much as the last time I was here a few years ago, the tables and slot machines were not so crowded, but there were still some big crowds of people […]
Thanks for your kind wishes (and patience) as I took a couple weeks off with my family — we had a wonderful and relaxing getaway in a few of the jewels of the Rocky Mountains as we toured through some northern national parks, most of them blessedly devoid of cell phone service or wifi, but […]
Indulge me for a moment, dear reader — I’m going to wander around thinking about valuation and about short selling, then get into talking about a current situation that closely mirrors some of the long/short pairs trades I’ve done in the past year or so. Then we’ll talk some about gold, since that seems to […]
There’s no more cyclical stock than a semiconductor stock, and we’re seeing the whipsaw slash through that market now as trade sentiment weakens and pundits begin to see some weakness in the economy, particularly in the employment numbers, and the Federal Reserve fuels that uncertainty by essentially promising a rate cut in their attempt to […]
*** This article was originally published as part of the Friday File on March 8, 2019. It has been (very) lightly updated and unlocked for everyone to read *** Today’s teaser that we’ll feed to the Thinkolator is from Michael Robinson for his Nova-X Report ($79/year), and it sounds kind of familiar…. These Mysterious ‘M-Boxes’ […]
Sometimes I get so deep in the weeds in struggling through the absurd promises and promotions from investment newsletters that I forget to mention the one key common-sense tool that we all have at our disposal: If it sounds way to good to be true, it’s not true. Sadly, in the world of investing we […]
Here’s your assigned reading for the week: Go check out Stop the financial pornography! from Nick Maggiulli. A good reminder of how manipulated we all can be by attention-getting investment and economic news that doesn’t really have any relevance. Don’t worry, it’s short. So… what’s up this week? Leading the news for me, outside of […]
I’ve got a new buy to go into in some detail today, but first let’s go through some meaningful earnings reports that shook up the Real Money Portfolio this week and sent some questions my way… The Trade Desk (TTD) beat the analyst expectations for both revenue and earnings this quarter, but not in a […]
I’m a little sad not to be in Omaha this weekend for the Berkshire meeting, but I’ll be watching some of the Q&A tomorrow to see how Warren and Charlie are looking and try to get some little nuggets of wisdom from them. The biggest news lately from Berkshire Hathaway (BRK-B) is that they’re at […]
Happy weekend, campers! Here’s a good quick read for you to start the weekend from Vitaliy Katsenelson, who is a smarter guy than me. It’s called Want to Be a Better Investor? Stop Staring at Your Portfolio… and it got me thinking a little bit. Here’s a little excerpt: “You spend hundreds of hours on […]
The ad we’re looking at today starts out with all sorts of braggadocio about how Jeff Brown at Bonner & Partners is “arrogant” or “pompous” and “egocentric” and “in your face,” and in general just not a very nice guy… the headline is “America’s Most Arrogant Investor.” That’s all malarkey — I don’t care whether […]
As we close in on the end of the first quarter, it’s time to release some more data — I just posted the 2019 teaser tracking spreadsheet for you, you can find it on the tracking page along with all our previous years and use it both to see what we’ve been covering so far […]
It seems we’ve officially entered a period of another “Fed Put” — Fed Chair Jerome Powell’s statements yesterday were widely interpreted to mean that there will be no interest rate hikes this year, or maybe ever again, and that the Fed will stop its “quantitative tightening” in six months or so, leaving a huge and […]
Since I added to a telecom/5G stock today, and I see that same stock being teased again this week, I thought I’d take this Friday opportunity to solve a teaser for you as I update you on my portfolio moves. The teaser is from Michael Robinson for his Nova-X Report ($79/year), and it sounds kind […]
Heydy ho, investing friends! I finally wrap up my Annual Review this week by covering the final three names… and I’ve also got a bunch of other updates to share with you, along with one add-on buy and one brand-new holding for the Real Money Portfolio… enjoy! We’ll start with the completion of the annual […]
Time, once again, for the Annual Review of all of the stocks I hold in the Real Money Portfolio. Many of my positions are built up over many years, and sometimes they’re stocks that don’t generate a lot of news or attention for months at a time, so I promise each January to cover every […]
We have a couple traditions here at Stock Gumshoe… we call out one of the worst teaser stock ideas around Thanksgiving and identify the “Turkey of the Year,” and then, as the year comes to a close and holiday merriment washes all around us, we call attention to the best teaser stocks of the year. […]
I haven’t written about this particular ad, but I have seen it circulating over the past couple months… and the questions keep rolling in, so I guess the ad’s still in pretty heavy rotation and it’s time to get some answers for you. The pitch is for Jeff Brown’s The Near Future Report ($99/yr “on […]
A fantastic market last week, a terrible market this week… it’s time, once again for another episode of “Turn Off CNBC and Have Some Perspective!” I won’t go into a long screed about long-term investing here, but I thought I’d just share one of my favorite charts — I see someone post something like this […]
Is this the beginning of a 30-60% decline in the stock market? A correction to blow off a little of the excess in the valuations of growth stocks that’s almost over? Something in between? Nobody knows, and it would be silly to spend too much time guessing. We should be prepared for either — which […]
The next wireless standard to be adopted by telecom service providers might be the biggest one since 3G enabled the first real “high speed” data and reasonably useful internet access by smart phones. And new wireless standards are always of interest to investors, not least because the growth of smartphones has tracked the improving networks […]
I’ve been mostly sitting on the sidelines during the “Crypto Mania” this year, because, well, anything “manic” makes me nervous and I still haven’t been able to come up with a rational price argument for any cryptocurrency…. … so I haven’t recently dug into all of the recent “Amazon is going to choose a cryptocurrency […]
Before you get sucked into reading more of my blather, take a moment and read the Wall Street Journal if you’ve got a copy nearby or an online subscription — not the whole thing, but read Christopher Mims’ column The World Isn’t as Bad as Your Wired Brain Tells You. It’s an unusually brief and […]
Crazy earnings week, eh? That leads me to a few adjustments to the portfolio, as my opinions have changed about a few stocks at the top of the Real Money Portfolio. So this week your Friday File is another run through a hodgepodge of stocks, starting with the one that I think is looking most […]
Gumshoe readers wanna know: What’s a “Liberty Voucher?” And you can see why — inspired by the success of the ads that tease us about “Freedom Checks” or “Trump Bonus Checks”, this one from Nilus Mattive is all about getting your attention with the idea that those who don’t have enough cash flow to retire […]
This one already has a little discussion going among some of our intrepid Gumshoe Irregulars, and at least one of them has ID’d the right stock … but I’ve been asked to weigh in, so I’ll give it the full treatment today. The ad is for Michael Robinson’s Radical Technology Profits, which comes from Money […]
George Leong edits the Pennies to Millions newsletter for Lombardi, and he’s got an ad out now touting three different “penny stocks” that could make you buckets of cash … … the basic pitch is for “unknown” or “hidden” stocks with “home run” potential, and generally at fairly low prices (using “penny stocks” in the […]
Nokia
I bought Nokia for less than $2. Will this company survive?
That headline comes straight from the top of the latest teaser ad I’m looking at now — from George Leong of the Profit Confidential/Lombardi gang, in a pitch for his Pennies to Millions newsletter. I can’t say that I’ve heard of this letter, which might be new (like most publishers, they trot out new letter […]
Comments
Shared my thoughts here: https://www.stockgumshoe.com/2019/10/friday-file-time-to-buy-the-data-center-growth-story-again...
I sold my shares last week after their earnings report. Detailed thoughts here: https://www.stockgumshoe.com/2019/10/fr...
I don't own Nokia (but I do Ericsson) yet I think there is more juice in it: 5G spectrum licenses haven't been awarded i...
Trade Note: Taking Losses Rough day today in the Real Money Portfolio, as shockingly weak forecasts from Nokia took 2...
Yes, I do not expect Nokia or Ericsson to get a lot of business from China for building new 5G networks... though both o...
A possible explanation why NOK and ERIC do not move up can be found here: https://www.visualcapitalist.com/the-future-of...
A bunch of different ones, all listed in the ...
Being în the industry for the last 20 years, I'd say it will come a time when the shares of 5G vendors will go down as...
I have also initiated a small position in NOK recently which then proceeded to get even smaller...
As usual, thanks for an informative Friday File. Still confidently holding $MPW $NOK and $ERIC, seriously looking into o...
Those numbers are probably just copied over from last year, when the ex-div date was May 31 and Nokia paid an annual div...
Hi Travis , Been following your sage comments re NOK, for some time. Liked getting into cloud and the $ .20 dividend...
Sold half my NOK after realizing it was only up about 8% in 2.5 years and the dividend wasn’t THAT big....
Bought NOK 3 weeks ago...
I agree with you about holding NOK......
$QCOM Thanks for the #TradeNote earlier this week, I also decided to exit with pretty good gains in hand loosely followi...
Getting stopped out of QCOM QUALCOMM this week, I'm also looking for another 5G opportunity. Holding on to NOK Nokia an...
You can thank the Huawei news for the slight recent recovery of NOK and ERIC, I expect. If the trade war keeps escalati...
After being stopped out a couple of times, I've decided to reopen a position in NOK, too. For a multi-teased stock, this...
I’ve bought shares within the last month....
NOK, which I do own shares of, has probably been the most aggressively teased 5G stock over the past year or so... but n...
Nokia: Investments In R&D Are Starting To Pay Off https://seekingalpha.com/article/4261003?source=ansh $NOK...
Nokia should have a stronger second half of the year and much stronger 2020 as 5G investment heats up, but "should" is n...
Hi, I'm a new here! Thank you for the invaluable analysis, it is clear that you put in a tonne of effort researching st...
Reading your Trade Note for Irregulars a few days ago, bought some NOK. Reading your Friday File for Irregulars, I am n...
Trade Note: I’ll write more about this tomorrow, but I’ve promised to let you know about significant equity trade...
so for 5g , we have parts producers , copy rights , and builders NOK , AKTS , RESN , QRVO VZ, T , and ...
Yes, Michael Robinson and Jeff Brown have both heavily teased NOK (and some other names) for their lower-cost newsletter...
My NOK position, including equity and call options, is detailed in ...
Hi Travis ; I am a irregular for many years and find it most rewarding.You mentioned you purchased NOKIA Leaps, may i a...
Here's what I wrote in the ...
Yes. I figured out the NOK thing in Oct because of reverse engineering the Info-PAC pricey Pundits! The $6.00 stock I ha...
Travis, do you think those "M-Boxes" might actually be made by Airspan (AIRO)? This is currently a $7 stock, and this pr...
I never see mention of the dangers of 5G networks, with the huge expansion of satellites so that your refrigerator can s...
I agree. Brown's $6 stock pick with the C-V2X technology is definitely Nokia (NOK). And yes... I'm going all in....
His $6 stock pick with the C-V2X technology is Nokia (NOK). And yes... I'm going all in....
The $6 stock that Jeff Brown is saying will form the infrastructure to create trillions isn't QCOM but is more likely NO...
Nokia sold its mobile handset business to Microsoft about five years ago for $7 billion, and Microsoft two years ago tur...
Presume he is talking about 5G technology and the $6 stock is possibly Nokia....
5G rollout will surely happen - even though some claims regarding speed, etc, are overhyped. Trying to predict which com...
Thanks, Gumshoe and boborama. It looks like Verizon is partnering with Nokia for their early rollouts to the cities, so...
Ericsson, Huawei and Nokia are the large players most widely discussed as possible winners from the infrastructure build...
It is Nokia, I have access to his letters....
Don't forget NOK (Nokia) in your 5G stocks. That's because I'm long NOK....
Earnings disappointed a little bit, mostly due to a bit of pricing pressure as their customers try to keep costs down du...
#NOK, #GLW, #SBAC are the three recommended . Nokia is the $6 stock. Corning (GLW) killed it today. SBAC Communication...
3 useless stocks, Nokia really. Dont waste your fingers typing....
I have also read that Foxconn Technology Co, Belkin Intl and Nokia are all joined at the hip...
From what I read, the name of the stock is Nokia., symbol NOK. That is what he said in his response above. If that is...
Well thanks for your interest and patience, but please do your own research .... and let me know what you come up with. ...
Belkin and Nokia and Foxconn are all joined at the hip....
Shouldn't the list of companies that will benefit from 5G implementation include NOKIA? They switched focus from makin...
Nokia (NOK) comes to mind. Also Travis, a sincere thank you for covering IQ. I got in just under $19 and popped bigtime ...
Yes, Nokia and Ericsson are both pretty strong on the network equipment front. Not sure what the ranking might be, but ...
My research indicates NOKIA as the entity leading the way on 5G ....
Bonjor Travis What do u think of Nokia in 5 G game...
Yes you need to buy on CSE in some instances, I think it's better to use a bank online brokerage. Most except for Nation...
hn, you say if the Chinese are interested, you are too? Read the last sentence. At the risk of possibly repeating what...
This month STM presented a demonstration of their MEMS product at the CES (consumer electronics show) in Las Vegas. It a...
I would say it's probably because all those segments are very competitive -- Nokia doesn't "own" them, they certainly ha...
How many opportunities and aspect are there to NOKIA. One the have 5 G capability with little square boxes to replac...
That's the nice thing about discussions, everyone gets to have their own conclusion :) -- my conclusion is, "I'm pretty ...
Sorry for the typos. C,learly DRWI and CRNT claim their products are superior to those Nokia acquired through Alcatel a...
Nokia was using Dragonwave as a supplier after selling them their microcell / business. CRNT is a competitor. Both fight...
It's definitely Nokia, for a few reasons really. Ericsson's tech that they're producing is more or less a connected ligh...
You're right, the pick is Nokia. Promise....
Jean-Claude Roy, Is the stock they are touting Nokia? John...
Travis, Do you still think it's Nokia? John...
That SF pilot was by Artemis Networks (artemis.com), one of the Rearden incubator companies. Their pCell fits the littl...
This is a repeat from above comment didn't want it missed as I'm curious on your thoughts.. I’m leaning with NOK (...
Is the you Mr. Robinson? I'm leaning with NOK (Nokia) it just acquired Alcatel-Lucent this year and they created a simi...
BRCD does have much more compelling growth prospects than Nokia, at least in the next year or two (assuming the analysts...
Will be interesting to see, though it's hard to see them making a comeback in high-end phones at this point -- the margi...
Nokia will license its brand to another Finnish company HMD Global which will produce and sell Android based handsets. I...
Man, you are good. I would never have guessed Nokia....
You always have great stuff!. Here is another puzzle. (It will be just as bust as 99.44% pure of all the stuff that is...
This article on WATT by Travis brought up a couple of "Whatever happened to" questions: 1) Nikola Tesla had apparently f...
I believe its pretty close to happening. Automakers are spending billions, Obama is suggesting a 4 billion govt. Investm...
How does one submit ideas for deconstruction to The Thinkolater and crew? Here's one that I received through ETF.db: A...
RKUS- From our friends over at the smallcapnetwork.com: The stock is Ruckus Wireless (RKUS). As the name suggests, Ru...
$$ Vivian: have read your investment ideas for years. Top quality. your monster call on nokia was one of many. shalom...
Just wondering re the 31st March date for Sierra. Could it be a decision from the EC or US FTC regarding filing against...
Last year I would've went with Nokia. SP was $3.95 on 12/31/12. This year I'll go with Inovio Phamaceutcals, Inc.(INO)...
Comment #20 refers you to http;//www.Bloom Energy.com which Myron Martin did not research or he wouldn't make a comment...
Absolutely VRNG. Google patents, 500 Nokia patents, 250M cap. Cases against Google, ASUS, ZTE, ADT. And they are just ge...
With the explosion of NFC technology, I am worried about future government regulations regarding this technology. Also...
don't overlook come from behind NOKIA[ [NOK...
as an alternate one should consider nokia [[nok watch it smoke...
What do you think Gumshoe of the chances of Nokia , in the long run, righting the ship and moving forward again with all...
Mr Gumshoe. What do you think about VRNG? The company is suing GOOG for parent infringement that Google Adsense and Adwo...
That sounds eerily similar to their tease of about a year ago -- back then it was for Nokia, which was near $7 at the ti...
I posted the following questions related to the malware infecting allegations on the NQ website blog (link provided abov...
Great line Travis: "… and I know I personally get tempted by low prices and have a tendency to sniff at those traps m...
I used nokia for many years but since I switched to iPhone,I have never looked back.And at 7 bucks,I suppose it's still ...
Thanks so much, I read the blurb, and couldn't figure out anything close. I don't think it's going to m...
My only connection to this story is that my youngest son was recently hired by RIMM at an executive level and given the ...
OK, so what's the "power amplifier" manufacturer that has a big deal with Apple and possibly one in the works with Nokia...
Don't know much about this subject, but here's an article that ran in April 2008 that names other companies engaged in t...
A few years ago they were on the cash flow binge and were out of sight on Nokia at 57. I emailed them and told them tha...