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Juniper Networks, Inc. Message Board

  • amtvillehorror amtvillehorror Oct 23, 2008 5:17 PM Flag

    Increased guidance for full year!!

    Up to $1.17-1.20 for the full year from $1.14-1.17. Zow!

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    • Very well reasoned. Still, the market is not rational now. There is no doubt that the economy will tank, but I don't believe that it is the end of the world. There are two things now pressuring the market. Some degree of panic selling, as well as forced selling because of all kinds of deleveraging. However, these two forces cannot last, since by definition they have to happen quickly. No one leaves a burning building at a snail's pace. So be just a bit patient.
      There are a few things that will reward JNPR.
      1) it has no debt and plenty of cash.
      2) its business case is intact, if not even advanced. Can't say the same for things like mortgage brokers, automobiles, housing, some banks, etc, etc after this massive change in the economic landscape
      3) I do not believe that its competitors are doing better, in fact, I think JNPR is pulling ahead
      4) Very large short interest, which together with the large decline in the indices, will make the "rubber band" tighter and tighter. You may say that the economy is still bad, but JNPR stock price may overshoot when the recovery comes.
      5) There will be a huge amount of liquidity when the governments finish their pumping. Real estate is a mess and will be for many years to come. No other asset class, including gold, has proven to be bullet-proof except for treasuries. Soon, equities will again emerge as a favorite investment vehicle, especially US stocks( the emerging markets can wait when these are on sale now).
      6) The recent earnings were very good. Maybe the forecast was a little conservative, but show me a company that is better. It at least firmly establishes JNPR has one of the cuter babies thrown out with this deluge of bathwater. I think it is getting more dicey to short this stock. So what if it goes to $15 (it did yesterday, and I was happy to buy more) or $14. The further down it goes, the more violent the squeeze.
      7) Don't forget that the end of the year is good for techs. It will be more subdued this year, without a doubt, but it will be better than now.
      So be patient my friend. October is ending and November is coming.

    • Take a look at CIEN. They are valued at less than their cash in the bank. Does that tell you something? Things are seriously out of control here. Best to sit back and wait.

    • If you would sell jnpr as a result of these earnings, there is pretty much nothing that would have made you hold anyway given all of the knowledge that we already had.

      I mean they hit their 25% operating margin target a qrtr early, gross margins at 68%, excellent cashflow. Too bad they were a little early in retiring those 18 million shares at $24, but that should also be taken as a statement of the companies belief in its own value.

      $800 million more of buy back, maybe it will drop to $15, and the company can pick up more than 50 million more shares. If you look at shares outstanding, the company hasn't had this few since they did their two major aquisitions....

      Can't say what the stock is going to do for the next 6 months but if you're looking for well valued growth c'mon it doesn't get a whole lot better than this.

    • From MarketWatch:

      Juniper Networks (JNPR) shares reversed course and were down 4.7% at $17. For the fourth quarter, the company expects adjusted income of between 30 cents and 33 cents a share on revenue between $921 million and $971 million. Analysts currently expect earnings of 32 cents a share on revenue of $967.2 million, according to a consensus survey by Thomson Reuters.

      The company's third-quarter results came in above estimates. Net income was $148.5 million, or 27 cents a share, and adjusted earnings were 32 cents a share. Revenue climbed 29% to $947 million. Wall Street had forecast 30 cents a share on revenue of $927.4 million

    • And it was at 41 AH. That stock is so manipulated it's not even funny. I refused to every invest in that stock again after I bought puts a couple years back and the stock opened down 15% and my puts were worth less. And the puts were not that far out of the money.

    • For some crazy reason, AMZN is up after earnings disappointment.

    • At least they have 25 billion in cash. Still not moving much higher. Plus the calls on apple all got halved by market open.

    • There was 1 exception: AAPL. It went up for 2 days now!

    • even with good numbers you can't win in this market. cash is king

    • They are guiding a slight sequential decrease to a marginal increase for next quarter. Their wide range for Q4 was 940 to 970 million. top end of that range is where the analysts are.

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