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Jam ok
04/17/19 at 1:57 PM CDT

TTWO Off Topic

OT - ERIC STOCKHOLM (Reuters) - Ericsson posted a first-quarter profit on Wednesday that swept past forecasts due to strong growth in Nor...

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Jam ok
04/17/19 at 1:50 PM CDT

TTWO Off Topic

OT - NOK BRUSSELS (Reuters) - German car parts maker Continental and French rival Valeo have joined Daimler and Bury Technologies to seek an E...

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breinejm
04/17/19 at 8:44 AM CDT

TTWO News

Wow. It is amazing what happens to a stock when you announce $2/share in earnings potential. QCOM is going to dominate 5G chips for the next 5-8 ye...

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Jam ok
04/15/19 at 3:51 PM CDT

TTWO Off Topic

OT - Ugly day for NOK - down 5%+ on Goldman's downgrade from neutral to sell. Said they think there's more downside to consensus estimates and conc...

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Jam ok
03/26/19 at 8:57 PM CDT

TTWO Off Topic

<p>lt cap,</p> <p>Agreed - unlikely they'd make a felicitious outcome of it. But I'm sure they could screw it up worse.</p>

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LongTerm CapGains
03/26/19 at 9:25 AM CDT

TTWO

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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

TTWO 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 significant...

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Jam ok
03/22/19 at 2:20 PM CDT

TTWO 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 liabilit...

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Jam ok
03/20/19 at 5:40 PM CDT

TTWO 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 one hand, ...

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LongTerm CapGains
03/12/19 at 6:06 AM CDT

TTWO 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 talks..&n...

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breinejm
03/11/19 at 9:17 AM CDT

TTWO 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 use thei...

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LongTerm CapGains
03/09/19 at 8:06 AM CST

TTWO

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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

TTWO

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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

TTWO 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 lists CS...

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LongTerm CapGains
03/07/19 at 3:35 AM CST

TTWO 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 signed by ...

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breinejm
03/06/19 at 11:13 PM CST

TTWO 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%, >20% grow...

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Jam ok
03/06/19 at 12:28 PM CST

TTWO 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 are the na...

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Jam ok
03/05/19 at 7:40 PM CST

TTWO 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.</p>

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