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Jean-Francois Nobert Message

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Jean-Francois Nobertmessage

  • kfh227 2012-07-28 14:04
    You wrote a RIMM article maybe 2 weeks ago.  I responded in comments that I should get around to writing a RIMM article.  I wrote it.  Sory for hte short comment on my first post.
  • kfh227 2012-07-27 18:36
  • Nicolas73 2012-03-21 04:06
    ecotycoon: [

    quote]Nicolas73: Hi ecotycoon, thank you very much for your reply!

    You gave me a better picture of Canada companies (and stocks). I
    agree w
    Hi J-F,

    thank you for your comment.

    I mostly agree with you, but I think the market is overreacting on

    There's much more value here than they're projecting.

    I'll try to use my technical knowledge to explain why, probably
    writing an article :)

    Have a nice day!

  • Nicolas73 2012-03-19 06:55
    ecotycoon: Personnaly i hate most of canadian stock, the business is almost alll about comodities. There's a lot of speculation about comodities, and it's hard t
    Hi ecotycoon, thank you very much for your reply!

    You gave me a better picture of Canada companies (and stocks). I
    agree with you on the fact that analyzing commodities-linked companies
    is a very hard task. It's like a separate science, so you can do it
    only if you're an expert.

    In Italy we have a much more diversified scenario, with top companies especially in luxury and industrials (like steel companies).

    The problem is: I found italian managers are a little bit...
    creative.. on accounting, so this is not like GAAP, and often they
    make deals that are not in the interest of the shareholders, but
    benefit only the big players.

    This is one of the reasons I chose to invest in the US (another is: my company is american, so I get experience on US tech environment
    from my colleagues and company stakeholders day by day, but I will
    never write about my company!).

    Coming back to Italy, I think we have 5-10 really outstanding companies that are currently undervalued, like Danieli and Maire
    Tecnimont. I'll try to write about European companies in my next

    I have just one question about Canadian stocks: what do you think
    about RIMM? I feel that the stock is too undervalued at $13-14,
    but of course there are some big issues to address.

    Have a nice day, keep in touch

  • Nicolas73 2012-02-24 16:25
    Hi ecotycoon,
    I've seen from your Profile that you live in Canada.

    I'm italian, but I have a part of my family in Toronto (I've never been there, but I would).

    I'm completely ignorant of canadian stocks, but I'm planning to write about italian stocks one day.

    Let's exchange our knowledge, what about it? :)

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