Not only Microsoft is on every tech related news, Google has just unveiled 3 new toys: the tablet Nexus Q (direct rival to Kindle fire), Project Glass (long term project, still far from the commercial launch), and Android 4.1 (directed at maintaining the edge in the mobile OS market). These announcements are enough to convince… Read More Another Player in Tech: Google
Last week news in the tech sector were all about Microsoft and its new mobile OS and tablet. As I pointed out, those were good news for MS, but bad news for Nokia, its partner in the mobile. This week many reputed analysts made several statements that confirm what I said last week in this… Read More Nokia Turmoil
Aside from a bloodbath in the the preceding days, not much has happened in the financial markets. Today, I was at Lisbon, having a lunch with an investment portfolio manager, where we discussed the present state of affairs in Europe. Our major conclusion was that the main event in the following days is an EU… Read More Never Ending Euro Summits
Moody’s has announced lower ratings for 15 Global Banks. On the bright side is JP Morgan which is one of the most praised banks on Moody’s report. On the other hand banks like Bank of America and Royal Bank of Scotland are among the riskier banks. This confirms what I had written on the European… Read More Our Strategy is on the Right Track
In the 80’s Microsoft won the war against Apple by introducing a cheaper good enough alternative Operating System (OS). In the present the war will be won by the first one to achieve the full compatibility between Mobile and PC. Microsoft nearly achieved that today. The new Windows Phone 8 (WP8) is heavily compatible with… Read More The Unlikely Mobile Winner: Microsoft
“I would be leery of German bunds simply because there are a few scenarios in which they can do well. If they will do well, if Germany leaves the zone and some way or another move back to the deutsche mark opposed to the euro and pay off obligations in euros and benefit because of… Read More About Safe Havens Pt 2
This headlines might feel like good news, but there’s still room for some gloom. In the good side there is the fact that EU has not lost hope on Greece… yet. This probably means that a coalition is on the way in Greece and the EU bureaucrats now have reasons to trust that there will… Read More Official: EU is going to renegotiate the terms of the agreement with Greece
First election results indicate that the New Democracy (ND) party and Pasok party, together can achieve the majority in the Greek parliament. Still, Greek politics are unpredictable so I advise you to wait until an official announcement is made. If this scenario holds, those are good news for Europe and for the stock market. However, it is probable that… Read More Greek Armagedon
Valuation techniques have been for a long time the focus of many analysts and market participants. I have also researched for the holy grail of finance, trying to find the one-size-fits-all formula that will give you the precise value for any given stock. Guess what? That does not exists. You have a wide range of valuation models… Read More About Valuation
The recent news about a 10,000 lay-offs is just another nail in the coffin of the already dead Nokia. Nokia is very dear to me, since it is my worst single loss in the stock market ever. In 2009 I praised Nokia strategy. I had researched thoroughly the mobile phones market and at the time… Read More How not to do: Nokia
Investment Gems 