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LongTerm CapGains

2 hours, 5 minutes ago

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You guys know that from time to time I have stated my preference for Dividend over buybacks, in part because buybacks have a checked record as comp...

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LongTerm CapGains

03/25/19 at 11:25 AM CDT Off Topic

It looks like Alcatel was not exactly keeping the books on the up and up.  Nokia has quantified the hit, it will be ~$125M, so not si...

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Jam ok

03/22/19 at 2:20 PM CDT Off Topic

OT - NOK - Getting beaten badly on a bad market day. The story I read wasn't very clear about the reason, but it appears to relate to some...

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Jam ok

03/20/19 at 5:40 PM CDT Off Topic

lt cap, Yeah, I read a dismaying story in the NY Times a couple of days ago that showed just how badly Trump is screwing this up. On the o...

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LongTerm CapGains

03/12/19 at 6:06 AM CDT Off Topic

I think the Huawei issue is completely separate from Trade, however, I could be wrong and Trump may be using it as a lever in these Trade ...

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breinejm

03/11/19 at 9:17 AM CDT Off Topic

What are your expectation regarding a potential China deal with respect to Huawei? I saw that many Euro countries (most of Europe) want to...

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LongTerm CapGains

03/09/19 at 8:06 AM CST

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I am thinking that the market keeps bouncing around in this wide channel, say S&P 2400 - 2800 though June.  Due to the clear lack of funda...

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LongTerm CapGains

03/07/19 at 10:28 AM CST

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OT:  My opinion on the chances of a recession: The US has slowed down significantly. Starting in October it seemed as if we could tilt into on...

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LongTerm CapGains

03/07/19 at 5:51 AM CST Off Topic

I believe this article pretty much nails which companies are worth a look for this 5G cycle.  It does not have CIEN in it, instead it...

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LongTerm CapGains

03/07/19 at 3:35 AM CST Off Topic

I think CIEN is the strong pure optical play.  The stock got ahead of itself but not by much, IMO.  Lots of 5G contracts being s...

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breinejm

03/06/19 at 11:13 PM CST Off Topic

Folks bought on excitement and earnings ended up simply being good. bummer dude! So they are selling. Trying to get op margins to 15%, &gt...

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Jam ok

03/06/19 at 12:28 PM CST Off Topic

<p>Instanet, Stifel, and JP Morgan all raised PT's on CIEN to the $45-$50 range. So the stock is shedding another ~2% today. Where a...

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Jam ok

03/05/19 at 7:40 PM CST Off Topic

<p>OT - CIEN - Piper Jafray upped PT to $41 from $36 rating neutral. Raymond James upped PT from $41 to $48 - rating outperform.<...

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Jam ok

03/05/19 at 3:38 PM CST Off Topic

OT - CIEN - reported results, beat most expectations, slight hint of a possible hiccup going forward. Stock down a bit below 5%. Unless I'...

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Jam ok

03/02/19 at 1:53 PM CST Off Topic

I did, with some trepidation, buy some new shares of CIEN @$42.93, stk $43, expy 3/15 (it's rather strange, but there *is* another modest ...

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LongTerm CapGains

02/24/19 at 5:01 PM CST Earnings

Beat on the bottom line and was light on the top line.  However, it looks like its revenues on a YoY basis were much improved. It also...

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breinejm

02/15/19 at 9:59 AM CST Off Topic

I agree. That is why I bought additional shares vs using my core holding. I expect them to get called.  If I can make 7% in 3 weeks, ...

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Jester Debunker

02/14/19 at 5:03 PM CST Earnings

Have you ever seen such shameless spin for earnings guidance that's far below consensus, double digits negative, down to a multi-year low f...

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Jester Debunker

02/14/19 at 11:12 AM CST Off Topic

Just a thought re CIEN, I see it's only 30c away from an all-time high. One algo push and there's a new high and $40 becomes temporary sup...

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breinejm

02/14/19 at 9:30 AM CST Off Topic

I bought 500 shares and sold 41.5 strike March 8 calls for 1.04. This allows me to hold my core position regardless.

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