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LongTerm
CapGains, Jam ok,
Jester
Debunker, breinejm ,
Perry
Rod, Kip K, Langston Jones,
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Fixx, Chuck K,
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Jam ok
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10/17/19 at 7:36 PM CDT |
Off
Topic |
OT - *Feels* like CIEN wants to bust
upwards. That would sure be nice going into options writing season
on the stock. ISRG beat on revs an...
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breinejm
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10/17/19 at 11:36 AM CDT |
Earnings |
from finance.yahoo.com/ne...5.html
Ericsson (ERIC) Misses on Q3 Earnings, Ups 2020 Sales View Zacks
Equity Res...
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LongTerm CapGains
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10/14/19 at 5:26 AM CDT |
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Topic |
Could be that CapEx at the telcos is
shifting from Optical and IP Equipment to 5G.
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Jam ok
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10/10/19 at 12:13 PM CDT |
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Topic |
ot - CSCO - down 2% after Goldman lowers to
neutral from buy, citing lower enterprise spending and telecom
weakening demand 'ahead of 5g'....
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Jam ok
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10/07/19 at 1:01 PM CDT |
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Topic |
OT - Nvidia - RBC raises PT of NVDA $27 to
$217, calling it 'the best performaning large cap stock in the
universe in the next 6-9 months....
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breinejm
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10/04/19 at 9:48 AM CDT |
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Topic |
I think there are macro issues also. Afraid
of the bubble, afraid of Trump, etc.
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Jam ok
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10/01/19 at 2:39 PM CDT |
Off
Topic |
OT - CIEN - Ok, so the 'explanation' is
continued concern about the softer than expected guidance CIEN gave
during the CC, which was weeks...
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Jam ok
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10/01/19 at 2:20 PM CDT |
Off
Topic |
This isn't news, but shows how bad the blow
down is. On Sept. 20th, Trading Central upped CIEN from neutral to
buy. And around that time, ...
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Jam ok
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10/01/19 at 2:07 PM CDT |
Off
Topic |
OT - CIEN - Anyone have any line on why
CIEN is of 6%+ today? Not clear to me why the manufacturing index
would prompt this kind of sellof...
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Jam ok
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09/24/19 at 2:25 PM CDT |
Off
Topic |
<p>OT - NOK - A skeptic on NOK -
basically seems to say that past performance is the best predictor
of future performance. Unfortuna...
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Jam ok
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09/09/19 at 9:13 PM CDT |
CC |
Jon, Yes, I'm not terribly worried either -
altho, the margin on remaining shares is pretty thin, and CIEN has
a habit of retreating...
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breinejm
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09/06/19 at 8:46 AM CDT |
CC |
Still a win! Pocket the cash from the
options, move on. Long term I'm not worried.
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Jam ok
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09/05/19 at 1:47 PM CDT |
CC |
CIEN - Yup, beat on every measure one
usually uses to evaluate the quarter.....until the CC, when gross
margins came under question:...
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Jam ok
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09/04/19 at 3:11 PM CDT |
Off
Topic |
OT - CIEN - Reports before the bell
tomorrow. They've beat the last 4 quarters, have no real China
exposure (as per Jon, and an article I ...
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Jam ok
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08/30/19 at 2:26 PM CDT |
Off
Topic |
OT - Some years ago, a good number of
people on the board held Lionsgate, figuring that content was king,
and they had had a run of very f...
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Jam ok
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08/21/19 at 2:54 PM CDT |
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Topic |
OT - CIEN - Stock started downward move, so
I bought 500 @$41.65, optioned it out with covered calls @$1.96 for
Sept 20th, stk $43. My bro...
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Jam ok
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08/21/19 at 1:52 PM CDT |
Off
Topic |
Jon, Very cool article. I think I just
decided to buy shares to option out, although I may see if there's
a better price on a down day. Th...
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breinejm
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08/21/19 at 8:21 AM CDT |
Off
Topic |
baltimoresun.com/maryland/anne-arundel/bs-bz-ciena-earnings-20181213-story.html
Maryland Anne Arundel As global deman...
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Jam ok
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08/21/19 at 12:49 AM CDT |
Off
Topic |
Jon, Thanks for the kudos, but I went
'light' in only buying 125 shares. However, in the coming days,
(maybe as early as tomorrow, if CIEN...
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breinejm
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08/19/19 at 2:30 PM CDT |
Off Topic |
Ok, I just bought 500 more shares CIEN and
sold Sep 6 calls at 45.5 for $1.06. 10 contracts total.
The next Fed meeting is mid...
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