Sold a mid-12's position at 13.90 this morning. Still long and lovin CLFD. For all that unloaded shares after the earnings announcement, thank you. Isn't this a great country!
Beginning to think that you had sold out and left. Always like seeing your post. What's your thoughts on the last report and conference call.
I'll keep this short and sweet...Google "PennyStock101' signup for their free newsletter and get their next trade alert. Come back and thank me tomorrow!
I think the sellers are mostly done with the selling......and the stubborn shareholders are accepting
the delay in earnings growth.....and some bargain hunters are buying in. I guess the range of $12 to $14 to be in play. I will be patient
I personally don't begrudge her at all - I mean look at how she was accumulating shares in the past, exercising options and not selling - she did stick things out for a good long while when the shares were low, and even when they were previously much higher. so, that she sold a chunk of shares for the first time isn't really a big deal in my mind. I was just making the observation that she likely knew that it was good time to sell.
again, we've seen this type of share price action in the past...though a pain to have to wait through it, it happens at this time of year and then come spring the clouds clear again.
She definitely sold at the right time...thanks for keeping the rest of us in your thoughts Cheryl. Nothing like having your own personal cash printing press. Hopefully the company gets sold if and when we get another run up.
And the smart thing to do with investing is to change one's opinion when events and circumstances warrant it. Not "sour grapes." Just rational.
I am referring to the cheerleading tendencies of the supporters of both stocks. Positives are shared enthusiastically while doubts are mostly kept to oneself. I don't see how any reasonable investor could be satisfied with management promising 10% growth in 2016 for a microcap that has a 30 p/e. Time is the enemy of small companies that produce products with low barriers to entry. The macro enviroment points to recession and an end to a bull market that is already very long in the tooth. Best case scenerio is the company being acquired within the next 6 months.
Boy, from ultra bull to sour grapes.
Perhaps it is but the difference is I rode CLFD from 5 to 22 so I am playing with house money at this point. Management of CLFD Is infinitely better than Transwitch, profitable, and has real customers. If you can't see that well then best of luck.
Flyer, check: Google Fiber vs. AT&T's Gigapower. If the datapoints are true, now I understand why Cheryl wants to add sales force and marketing intelligence ... to go after Tier1 and Tier2. T is in 18 cities in the broadband race -- at least that is what I read. Might have come down to calling on T and explaining pros/cons of the CLFD hub cabinets vs. whatever T was specifying (as opposed to waiting for orders for the next cities from Google). But then, WDIK. All the best, good man ... you have been square and helpful on other stocks in the past.
A few things that I did not like: quarterly sequential was not good. They increase SG&A, YOY, by $1.7mil and, to my recall, the increase was largely an add of sales people. Yet they are now planning to add sales, marketing and international? Just as you come out with innovative product, you get out there and shake up the market -- make hay while the sun shines before competition catches up to you. Apparently, you built it and thought they would come. Lastly, with only "decent" growth expectations, apparently the broadband squeeze from streaming video is not compelling yet and your Google prospects (you only need one city to hit it out of the park) gave Cheryl no confidence to stick her neck out. Hmm...PE of 30+ ... big wait, indeed.
Check base business '14 vs '15. As I said - check Googlefiber website and look at their deployments and where they are at. They don't control Google's implementation.
Adios - I guess we won't see all the negative ratings on your posts anymore.
Seriously? ILEC revenue went from $13.5m in Q414 to $13.6m in Q415. Hardly stellar growth for the "base business." CLEC revenue (Google etc.) for FY15 dropped to $4.8m in FY15 from $12.3m in FY14 and 12.2m in FY13. Numbers are heading in the wrong direction, especially for a company priced so richly. I'm done with them. Good luck, Cheryl. Consider getting in front of a live microphone once in a while.
loadload up people big big rebound coming today