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In mobile computing era, can Blackberry (RIMM) and Nokia (NOK) keep up with Apple’s (AAPL) and Google’s (GOOG) innovation speed? January 18, 2010

Posted by antibeppegrillo in goog, Google, growth stock, investment, nasdaq, Nasdaq stock, NOK, nokia, Research in Motion, RIMM.
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A BlackBerry, a Google phone Smart phone 'Nexus One' and an IPhoneA BlackBerry vs a Google phone Smart phone ‘Nexus One’ vs a cool IPhone

Facts that (amazingly) do not matter:

  • Google’s Nexus 2 is a phone that sucks
  • Many say that Apple’s IPhone is a phone that sucks
  • Blackberry is a great phone and is great for E-mail, Calendar and typing
  • Nokia sold great cell phones that work perfectly and are cheap to a Billion humans

If it was just cellphones or smartphones I’d:

  • immediately buy a big load of Research in Motion (RIMM) shares that are only priced 13 times forward earnings, 16 times current earnings. Cheap for a company which grew 40% last year and produces the only smartphone suitable for businesses and corporations.
  • or I’d get some shares  of NOKIA (NOK), which is still World market leader, yields 5% dividends, is priced 0.8 times current sales and has Forward P/E supposed to be 13.

Compared to Apple’s and Google’s Forward P/E in the twenties and P/Sales over 5 times, NOK and RIMM look good.

What scares me about RIMM is the fact that we’re moving toward mobile computing. Computing needs even faster innovation than mobile phones or palms or smartphones.

I think Apple and Google will innovate their products at such a speed that they will become great usable tools before everybody else can figure out how to cope with them.

(more…)

Dogs of the Eurostoxx 2008 January 10, 2008

Posted by deminvest in Defensive Stock, Deutsche Telecom, Dogs of the Eurostoxx 50, Enel, Eni, European Stocks, Fortis, investment, investment strategies, Italian stocks, NOK, nokia, Single stocks, stock I own, Telecom Italia, Tlefonica, Total (TOT), VIV.PA Vivendi.
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This is the new 10 “Dogs of the Eurostoxx” list for year 2008 (price and dividend on Jan, 9, 2008):

Ticker Name Price Dividend Yield
ISP.MI INTESA SANPAOLO 5.21 0.38 7.29
TIT.MI TELECOM ITALIA 2.05 0.14 6.83
GLE.PA STE GENERALE 96.57 5.20 5.38
ACA.PA CREDIT AGRICOLE 22.22 1.15 5.18
DBK.DE DEUTSCHE BANK 84.33 4.00 4.74
DTE.DE DEUTSCHE TELEKOM 15.48 0.72 4.65
FTE.PA FRANCE TELECOM 25.79 1.20 4.65
BBVA.MC BBVA R 15.27 0.70 4.58
IBE.MC IBERDROLA 10.75 0.49 4.56
BNP.PA BNP PARIBAS 71.95 3.10 4.31

We can notice that half of those high yielding stocks are banks. This is the result of “subprime” turmoil on financial markets that heavily hit banks during second half of 2007. It happened in the US, but also hit European banks.

Comparing 2008 list with last year’s dogs of the Eurostoxx we notice that only

  • Telecom Italia (same dividend, lover price),
  • Société Générale(higher dividend, lower price),
  • Deutsche Telekom (same dividend, higher price)
  • and France Télécom (higher dividend, higher price)

are still in the list.

With high risks on stock markets, rates pointing down, recession fears for US Economy and US dollars sliding, it may be interesting to invest on those European large companies that should yield good cash. I will probably do so. It will take me a few months to buy them all, because I only own Telecom Italia and Deutsche Telekom so far. I will start buying Intesa San Paolo, Italy’s largest bank, which yields juicy 7.29%. (more…)

Yesterday I sold 40 Nokia (ticker NOK) June 21, 2007

Posted by deminvest in investment, low cost, my free stock, NOK, nokia, Single stocks, stock I own, stocks, stocks that pay high dividends.
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I sold them because BIDU went up 40% in four months, which my target.

According to my “New free stock strategy” and to my “Sell earn and cry strategy”, this is what I did:

  1. On March, 27 2006 I bough 50 Nokia shares. I paid $20.79 per share. I spent a total of $1039.5
  2. Yesterday I sold 40 NOK shares at $ 28.70 per share. I made a total sum of $1148. (more…)
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