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breinejm

Today at 11:11 AM CDT Analysis

Jamok, here is your chance with CIEN under 25. Of course who knows if it bounces back to 27/28 or falls from here, lol.

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LongTerm CapGains

05/15/18 at 6:38 AM CDT Analysis

Jamok, While pricing pressures exist, I just think the reaction to the comment was exagerated.  That said, I believe some of what you ...

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Jam ok

05/14/18 at 1:13 PM CDT Analysis

lt cap, I'm glad to hear that the 'pricing pressure' isssue may well be less dire than it was interpreted by the analysts (and the stock ma...

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LongTerm CapGains

05/13/18 at 10:01 AM CDT Analysis

Jamok, The reaction to the "pricing pressure" comments on the CC while understandible, are simply overdone and quite short sided.  The...

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Jam ok

05/10/18 at 12:07 PM CDT Analysis

Jon, After the euphoria of the AH $12.50 action on INFN, they 20% market cap blowoff is a huge hangover, dwarfing whatever premium gained o...

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breinejm

05/10/18 at 8:48 AM CDT Analysis

Shares of Infinera Corp. INFN, -15.90% are down 8.2% in premarket trading Thursday after the optical transmission equipment ...

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Jam ok

05/09/18 at 3:28 PM CDT Off Topic

Jon, Nice CIEN trade. I bought 500 sh. of INFN to cover the 500 I optioned out stk 12 for .85.  Paid $11.80 for them, so the beat and...

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breinejm

05/09/18 at 1:45 PM CDT Off Topic

Just sold to open CIEN Jun 8 calls at 27.5 strike for $0.99. 10 contracts matching shares I bought recently.

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Jam ok

05/03/18 at 2:41 PM CDT Off Topic

OT - NVDA - Barclays raised its rating from neutral to overweight today. I think it's a relative good play around $220, and it visited low...

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Jam ok

05/03/18 at 1:56 PM CDT Off Topic

Jon, Yes, but you bought the shares lower than the $12.03 it is right now, so I'd think 7% is 7%, regardless of the option price to the st...

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breinejm

05/02/18 at 9:09 AM CDT Off Topic

Lol, today is the day I should have done INFN options!

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LongTerm CapGains

05/02/18 at 6:47 AM CDT Off Topic

And the increase in gas prices is wiping out whatever benefit the tax cut had for those on the lowest rungs of society.

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Jester Debunker

05/01/18 at 8:49 PM CDT Off Topic

Those unfunded tax cuts for the wealthy working out exactly as expected, with stock buybacks to support the wealthiest, who will also get ...

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LongTerm CapGains

05/01/18 at 4:14 PM CDT Off Topic

Hmmm ... great APPL quarter, they set it up for folks to dump and now the smart money is buying it at lower prices, lets see if it holds t...

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breinejm

05/01/18 at 3:01 PM CDT Off Topic

infn update. I bought 1k shares yesterday to option and just now sold 10 of the May 11 calls, 12 strike at 0.75.  If it gets called, ...

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Jam ok

05/01/18 at 11:45 AM CDT Off Topic

OT - Soup-to-nuts overview of 5g and what it all means, to everyone - telecoms, consumers, on and on. I'm wondering who is providing the a...

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LongTerm CapGains

05/01/18 at 9:49 AM CDT Off Topic

This market seems to be setting itself up for some additional declines.  I think the market and the economy are in an "as good as it ...

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Jam ok

04/30/18 at 6:10 PM CDT Off Topic

lt cap, Thanks so much for the take on NOK, esp. the forward looking 5G transition. If we have a swoon, I might be tempted to follow suit ...

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LongTerm CapGains

04/29/18 at 7:34 AM CDT Off Topic

Great quarter indeed.  Congrats

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LongTerm CapGains

04/29/18 at 7:22 AM CDT Off Topic

Jamok, The initial reaction to NOK was way overdone.  I read the CC transcript and I am not surprised that the trading action during ...

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