Conveniently, the biggest factor for Zacks upgrading and downgrading is momentum of the stock, and ranking of the industry... The rotation out of networking equipment stocks has been violent, the as the market approaches the highs, XTL and other networking ETF are still off by 4-5%
do you think the Brexit will impact their UNIFI growth? the networking sector is getting a lot more gutted than the rest of the market
Cisco is still down 4%, gotta comparing to other networking stocks, Anet down 8, COMM down 15%... I suppose a fear in slowdown means a fear in business office growth, slowdown in Europe. Europe big part of the UNIFI growth story
XTL down 4%, telecom ETF, ANET down 8% COM down 4,5% NTCT 7,7%..... UBNT is in the same equal weight ETF.... group got killed, sector rotation, not individually specific
since when do we care about analysts? It's pieces like this that motivates Pera to blow the numbers away and making UBNT into a cash making beast! All I can say, is thank you analysts! You make it easy to beat and raise each quarter!
debt seems fake, its just numbers... Tunisia, Iceland, Greece, a lot of their debt has simply been extinguished. They'll keep kicking it down the road, eventually robots will take over everything and farm for us and we won't need money... just enjoy the game before its over.
he's spent 200M$ buying back stock over the last 2 years, he owns 70% share, which makes it as if he bought in that much himself... or 8% of the float... the air float is getting thinner and thinner for the shorts!
how are you so on top of all this?! Excellent feedback! Thanks so much! Your work is truly appreciated! Also on seeking alpha! You don't have a stocktwits handle do you?
how much do you guys think the Virus will impact WISPs or the Service provider revenue... Seeing a lot of wisps still struggling with this, I know its not UBNT's fault to teach network security practices, and they had updated their firmware that a lot of wisps didn't update, but a lot of frustration is being directed towards the Brand.
I know what you mean, I bought a ton of shares even up here, sometimes, you just know, its not wrong to average up! I can't wait to see all the unveiled products! The community is really buzzing too! Compared to 2014, there's like 4 times more traffic!
There's nothing wrong with averaging up! I just added 3K more shares 30% from my initial cost basis! I like to bet on determined and bright brilliant people!