Nokia

Thread Rating:
  • 0 Vote(s) - 0 Average
  • 1
  • 2
  • 3
  • 4
  • 5
#1
Anyone vested with this counter? I just noticed its dividend yield is quite yummy.
Reply
#1
Anyone vested with this counter? I just noticed its dividend yield is quite yummy.
Reply
#2
(30-09-2012, 12:17 AM)pianist Wrote: Anyone vested with this counter? I just noticed its dividend yield is quite yummy.

If you believe Nokia can re-emerge as the top phone maker again, it can be a turn-around play, not only for dividend, but for capital gain Big Grin

This news article give you a hint on depth of Nokia crisis

http://www.reuters.com/article/2012/06/2...N120120622
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
Reply
#2
(30-09-2012, 12:17 AM)pianist Wrote: Anyone vested with this counter? I just noticed its dividend yield is quite yummy.

If you believe Nokia can re-emerge as the top phone maker again, it can be a turn-around play, not only for dividend, but for capital gain Big Grin

This news article give you a hint on depth of Nokia crisis

http://www.reuters.com/article/2012/06/2...N120120622
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
Reply
#3
(30-09-2012, 12:17 AM)pianist Wrote: Anyone vested with this counter? I just noticed its dividend yield is quite yummy.

May I ask - is that its historical dividend yield?

Note that forward yield can differ quite a bit from historical yield based on:-

1) Payout Ratio and
2) Level of profits attributable to shareholders, and
3) Capital Structure (e.g. issuance of more shares, rights, etc)
My Value Investing Blog: http://sgmusicwhiz.blogspot.com/
Reply
#3
(30-09-2012, 12:17 AM)pianist Wrote: Anyone vested with this counter? I just noticed its dividend yield is quite yummy.

May I ask - is that its historical dividend yield?

Note that forward yield can differ quite a bit from historical yield based on:-

1) Payout Ratio and
2) Level of profits attributable to shareholders, and
3) Capital Structure (e.g. issuance of more shares, rights, etc)
My Value Investing Blog: http://sgmusicwhiz.blogspot.com/
Reply
#4
I am currently looking at Research in Motion (RIMM).

They are in a similar situation. But RIMM is selling their old smartphones better than Nokia's new smartphone.

still a long way for Nokia & Windows Phone in the smartphone journey.
Reply
#4
I am currently looking at Research in Motion (RIMM).

They are in a similar situation. But RIMM is selling their old smartphones better than Nokia's new smartphone.

still a long way for Nokia & Windows Phone in the smartphone journey.
Reply
#5
Nokia still has a warchest in its patent
"The company reported in its Q1 earnings that it stands to earn $500 million from its intellectual property related license deals every year at the current run rate."


http://money.msn.com/top-stocks/post.asp...00e3f9a09d
Reply
#5
Nokia still has a warchest in its patent
"The company reported in its Q1 earnings that it stands to earn $500 million from its intellectual property related license deals every year at the current run rate."


http://money.msn.com/top-stocks/post.asp...00e3f9a09d
Reply
#6
(30-09-2012, 12:20 PM)shanrui_91 Wrote: Nokia still has a warchest in its patent
"The company reported in its Q1 earnings that it stands to earn $500 million from its intellectual property related license deals every year at the current run rate."


http://money.msn.com/top-stocks/post.asp...00e3f9a09d

$500 millions is a huge amount, but it is peanut to Nokia's total revenue which is few tenth of billions euro annually. Tongue
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
Reply
#6
(30-09-2012, 12:20 PM)shanrui_91 Wrote: Nokia still has a warchest in its patent
"The company reported in its Q1 earnings that it stands to earn $500 million from its intellectual property related license deals every year at the current run rate."


http://money.msn.com/top-stocks/post.asp...00e3f9a09d

$500 millions is a huge amount, but it is peanut to Nokia's total revenue which is few tenth of billions euro annually. Tongue
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
Reply
#7
(30-09-2012, 12:17 AM)pianist Wrote: Anyone vested with this counter? I just noticed its dividend yield is quite yummy.

It is likely that the dividend will soon disappear, as the company is now burning cash and the balance sheet is deteriorating rapidly. While things can turnaround quickly in tech, the market is now focussed on Nokia's failures to gain traction in its smartphone business. They still have a massive presence in the market, but I think the investments required to compete in the smartphone market is causing the company to bleed heavily at the moment, plus their low-end business is coming under substantial margin erosion due to well... other low end manufacturers.

If you want to punt on this stock, the time to buy would be after they have cut the dividend, not before.

http://www.businessweek.com/news/2012-09...h-dwindles
Reply
#7
(30-09-2012, 12:17 AM)pianist Wrote: Anyone vested with this counter? I just noticed its dividend yield is quite yummy.

It is likely that the dividend will soon disappear, as the company is now burning cash and the balance sheet is deteriorating rapidly. While things can turnaround quickly in tech, the market is now focussed on Nokia's failures to gain traction in its smartphone business. They still have a massive presence in the market, but I think the investments required to compete in the smartphone market is causing the company to bleed heavily at the moment, plus their low-end business is coming under substantial margin erosion due to well... other low end manufacturers.

If you want to punt on this stock, the time to buy would be after they have cut the dividend, not before.

http://www.businessweek.com/news/2012-09...h-dwindles
Reply
#8
(01-10-2012, 09:20 AM)thefarside Wrote: It is likely that the dividend will soon disappear, as the company is now burning cash and the balance sheet is deteriorating rapidly. While things can turnaround quickly in tech, the market is now focussed on Nokia's failures to gain traction in its smartphone business. They still have a massive presence in the market, but I think the investments required to compete in the smartphone market is causing the company to bleed heavily at the moment, plus their low-end business is coming under substantial margin erosion due to well... other low end manufacturers.

If you want to punt on this stock, the time to buy would be after they have cut the dividend, not before.

http://www.businessweek.com/news/2012-09...h-dwindles

Make sense, in other words, Nokia not in the turn-around point yet, of course if it ever exist.

One point we can't deny that Nokia spend billions into R&D for years. It means the competitiveness of Nokia should not be under-estimated Tongue
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
Reply
#8
(01-10-2012, 09:20 AM)thefarside Wrote: It is likely that the dividend will soon disappear, as the company is now burning cash and the balance sheet is deteriorating rapidly. While things can turnaround quickly in tech, the market is now focussed on Nokia's failures to gain traction in its smartphone business. They still have a massive presence in the market, but I think the investments required to compete in the smartphone market is causing the company to bleed heavily at the moment, plus their low-end business is coming under substantial margin erosion due to well... other low end manufacturers.

If you want to punt on this stock, the time to buy would be after they have cut the dividend, not before.

http://www.businessweek.com/news/2012-09...h-dwindles

Make sense, in other words, Nokia not in the turn-around point yet, of course if it ever exist.

One point we can't deny that Nokia spend billions into R&D for years. It means the competitiveness of Nokia should not be under-estimated Tongue
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
Reply
#9
(01-10-2012, 09:20 AM)thefarside Wrote:
(30-09-2012, 12:17 AM)pianist Wrote: Anyone vested with this counter? I just noticed its dividend yield is quite yummy.

It is likely that the dividend will soon disappear, as the company is now burning cash and the balance sheet is deteriorating rapidly. While things can turnaround quickly in tech, the market is now focussed on Nokia's failures to gain traction in its smartphone business. They still have a massive presence in the market, but I think the investments required to compete in the smartphone market is causing the company to bleed heavily at the moment, plus their low-end business is coming under substantial margin erosion due to well... other low end manufacturers.

If you want to punt on this stock, the time to buy would be after they have cut the dividend, not before.

http://www.businessweek.com/news/2012-09...h-dwindles
very gd article. i am not looking at its stock actually when i posted this thread...but more for its bond
Reply
#9
(01-10-2012, 09:20 AM)thefarside Wrote:
(30-09-2012, 12:17 AM)pianist Wrote: Anyone vested with this counter? I just noticed its dividend yield is quite yummy.

It is likely that the dividend will soon disappear, as the company is now burning cash and the balance sheet is deteriorating rapidly. While things can turnaround quickly in tech, the market is now focussed on Nokia's failures to gain traction in its smartphone business. They still have a massive presence in the market, but I think the investments required to compete in the smartphone market is causing the company to bleed heavily at the moment, plus their low-end business is coming under substantial margin erosion due to well... other low end manufacturers.

If you want to punt on this stock, the time to buy would be after they have cut the dividend, not before.

http://www.businessweek.com/news/2012-09...h-dwindles
very gd article. i am not looking at its stock actually when i posted this thread...but more for its bond
Reply
#10
Call me stupid or what. I am vested in Nokia shares and yes, I am sufferring 50% losses now Exclamation. However, the major losses does not come from the falling price of Nokia but from the depreciation of USD against SGD. In any case, I still believe in the Nokia story. If not because of QE3 which devalues USD, I would have buy more Nokia shares. Again, this form only 0.32% of my portfolio. Big Grin
Reply
#10
Call me stupid or what. I am vested in Nokia shares and yes, I am sufferring 50% losses now Exclamation. However, the major losses does not come from the falling price of Nokia but from the depreciation of USD against SGD. In any case, I still believe in the Nokia story. If not because of QE3 which devalues USD, I would have buy more Nokia shares. Again, this form only 0.32% of my portfolio. Big Grin
Reply


Forum Jump:


Users browsing this thread: 1 Guest(s)