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Jam ok
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07/21/15 at 2:11 PM CDT |
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lt cap, As we've seen with INFN,
'management' of all information, particularly forward
guidance, can make or break a stock at least ...
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LongTerm CapGains
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07/21/15 at 1:15 PM CDT |
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Some thoughts: I believe that when there is
a bad quarter, the likelihood is high that there will be more bad
quarters, unless Rajeev was ...
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Jam ok
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07/21/15 at 1:14 PM CDT |
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OT - INFN - Sold 10 INFN stk 22 Aug calls @
$1.20. My 'buy price' for the shares to make it covered got a
bit mis-timed, so I ended ...
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LongTerm CapGains
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07/21/15 at 1:03 PM CDT |
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Much less than the reports published a
month or two ago. As I stated in a previous post, Rajeev
overplayed his hand. It is ent...
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Jam ok
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07/20/15 at 1:16 PM CDT |
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<p>Still can't cut and paste - wall
st. 24/7 has a story on, with the recent pullback (their words) in
stocks in the sector, UBS thi...
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Jam ok
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07/19/15 at 4:45 PM CDT |
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lt cap, Haven't read the Barron's article
you cited yet. I agree that INTC is at a more critical point than
it has been for....well, for a...
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Jam ok
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07/19/15 at 4:26 PM CDT |
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lt cap, If Molin is so sanguine on
acquiring ALU making them a 'more complete player' than Ericsson,
well let him pony up and pay the pric...
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LongTerm CapGains
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07/18/15 at 9:53 AM CDT |
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With Moore's Law seemingly breaking down
(although we have been there several times before), and
notwithstanding IBM's recent breakthrough...
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LongTerm CapGains
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07/18/15 at 8:23 AM CDT |
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AlcaLu Deal Makes Us 'More Complete' Than
Ericsson, Says Nokia CTO Nokia's planned takeover of Alcatel-Lucent
will make it a "more complet...
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LongTerm CapGains
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07/18/15 at 8:20 AM CDT |
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MKM reports positive Infinera checks ahead
of earnings Jul 17 2015, 19:04 ET | About: Infinera
Corporation (INFN) |&nbs...
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breinejm
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07/17/15 at 8:55 PM CDT |
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I bought 1500 sh today and immediately sold
to open the 22's for $1800. I also still have those 500 sh I have
been holding forever that we...
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LongTerm CapGains
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07/17/15 at 6:00 PM CDT |
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As you know, I sold my INFN shares a while
back. I think that it is just a matter of time before INFN is taken
over. The company con...
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LongTerm CapGains
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07/17/15 at 1:40 PM CDT |
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.... not be such a cheerleader and stock
pumper. It gets old, IMO. The latest battery upgrade
for the model S seem worthless a...
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breinejm
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07/17/15 at 9:42 AM CDT |
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INFN currently 21.6x. Just noted selling
the 22 calls for INFN for next month (35 days currenty) are
>1.20. Earnings are next week. Hmm...
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07/17/15 at 5:09 AM CDT |
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Spending in Asia and Europe boost sales,
good for the overall sector: bloomberg.com/ne...d=yhoo
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07/14/15 at 2:16 PM CDT |
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As the restructuring plan continues to bear
fruit, strict cost controls and new contracts add a layer of
cushion to both revenues and prof...
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LongTerm CapGains
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07/14/15 at 9:17 AM CDT |
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Truly a tragic state of affairs, its
finances in shambles. But this can has been kicked down a 2
to 3 year road, at which point we w...
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LongTerm CapGains
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07/14/15 at 6:16 AM CDT |
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Rajeev Suri may have overplayed his hand.
finance.yahoo.com/ne...1.html
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Jester Debunker
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07/13/15 at 2:37 PM CDT |
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GME is at an 18-month high around $47.5. 3
times in that period it's risen to $45.5-$46.5 range then backed
down. Being in a breakout and ...
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LongTerm CapGains
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07/13/15 at 11:48 AM CDT |
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Yes, multiple expansion has been a factor,
however, I would say it is as it should. Rising profits will
always lead to multiple expa...
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