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Fortinet Inc. Message Board

hapihammer 380 posts  |  Last Activity: May 21, 2015 6:27 PM Member since: Sep 1, 1998
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  • Reply to

    We all get only one life

    by wall_st_trendsetter May 21, 2015 5:08 PM
    hapihammer hapihammer May 21, 2015 6:27 PM Flag

    Bunk I admitted it when the stock was in the $300's since I haven't bet against it in a long time. That's the stock. Let's see how the company does in the long run. I'm sure TSLA and AMZN and maybe others will all take over the world since that's what their stock price says. Of course TSLA was on the verge of bankruptcy not all that long ago until they pumped it up and got some new funding.

  • Reply to

    We all get only one life

    by wall_st_trendsetter May 21, 2015 5:08 PM
    hapihammer hapihammer May 21, 2015 6:00 PM Flag

    Of course no one trusts WS. Convicted of manipulation (FOREX) yet again and no one actually serves any time, they simply pay a toll and continue doing what they've been doing. Coincidentally they called themselves "the cartel". Where have we heard that before? Of course while it's obvious that some form of manipulation is certainly happening in these float scams, that's all well and good and heads are purposely buried in the sand at the SEC. What's bad for the market is bad for the "recovery".

    tech, I'm not really sure what you mean by unwinding. As the Trim Tabs CEO stated money is just pushing many stocks up with little to do with fundies. Not that we all don't know that. You can also make the case that many shares are bullied down. What evidence do you see of an unwind? The DJT average popped up a little today if you are a believer in Dow theory. The magic hand listens and saves such things from happening. It seems to me it's as easy as colluding to stuff some ETF's like a goalie making an easy save.

  • hapihammer hapihammer May 19, 2015 1:02 PM Flag

    Very harsh of you fanofstan. These boards can be used for idea sharing. The guy's a fan of VJET you could have simply told him why you believe XONE is a better long term pick. Whether he works at Burger King or at a Wall Street bank should have little to do with it. Of course i understand if you don't want to take the time.

  • Reply to

    Delay's are NEVER a good sign

    by grege5 May 14, 2015 1:23 PM
    hapihammer hapihammer May 14, 2015 4:49 PM Flag

    Doubtful, it's the ERP system as they stated most likely.

  • Reply to

    Delay's are NEVER a good sign

    by grege5 May 14, 2015 1:23 PM
    hapihammer hapihammer May 14, 2015 4:48 PM Flag

    Not necessarily. It's the ERP thing. Their full year guidance means jack squat since it far off considering they've missed every quarter. Surely, that becomes built in it just becomes a matter of how much they miss by. A meets becomes like a beat. The thing that should save them somewhat this Q is I believe their full year split was something like 30% first half of the year and 70% in the 2nd half.

  • hapihammer hapihammer May 8, 2015 4:33 PM Flag

    May not be a one for one but they do mention virtualization so?

    Someone also brought up the time stamp on the call and they said that was slower than expected but they did have a new time stamp related product released the day before the call which I posted on the board last week.

  • Reply to

    sell the news...

    by gandhip May 6, 2015 2:54 PM
    hapihammer hapihammer May 8, 2015 3:42 PM Flag

    Hi hindenburg. Toe in the water here.

    The market is not being kind to many stocks. With a handful of MOMO stocks profits are nowhere but the gang keeps pushing the up.

    Others with great fundies are treading water. That's how it goes sometimes.

  • hapihammer hapihammer May 8, 2015 11:18 AM Flag

    At least the revenue estimates have finally been adjusted more in line as of today with revenue showing a ramp quarter by quarter. Previously Q2 was higher than Q3. Strangely the EPS estimate was boosted in Q2 on less revenue while Q3 revenue estimate was boosted and EPS reduced. Overall NON-GAAP estimates stand at $87.08M and $2.55.

  • Reply to

    Beni keeps selling

    by drknitestr May 8, 2015 9:53 AM
    hapihammer hapihammer May 8, 2015 10:59 AM Flag

    Yes, he does that steadily when not in a black out period but he owns a ton of shares so he simply has an automated trading plan in place.

    If all of a sudden something out of the ordinary happened with this plan where the share amounts were much larger than previously while all this buyout talk was going on than there would be something to talk about. That's not the case here.

  • Reply to

    Microsft is Out

    by slowboat2nantucket May 7, 2015 9:27 PM
    hapihammer hapihammer May 8, 2015 7:49 AM Flag

    Funny. It's no coincidence that yesterday options max pain was around $71.

    If CRM were taken out by any company at a premium I would certainly be looking at the acquiring company as an opportunity.

    You can figure out what kind of opportunity.

    Good luck.

  • Reply to

    Is this Halted?

    by hispeedmedia2001 May 7, 2015 4:12 PM
    hapihammer hapihammer May 7, 2015 4:25 PM Flag

    This seems to be the new scheme in the market by the companies and/or probably in more cases our friendly bankers.

    Anything to manipulate the system in their favor.

    No position.

  • Reply to

    Almost back to where we started last week

    by wineilli May 6, 2015 2:55 PM
    hapihammer hapihammer May 6, 2015 5:43 PM Flag

    i just looked up the options here on Yahoo in August and then November. Looks like there was over 11,000 Nov 2015 $75 puts in play. Just from an outsider looking in it sure looks like this stock has been controlled or held back.

  • Reply to

    Almost back to where we started last week

    by wineilli May 6, 2015 2:55 PM
    hapihammer hapihammer May 6, 2015 5:35 PM Flag

    I thought he mentioned well out of the money puts being bought a ways out. Anti-fundy trades by those in control I suppose. They can push garbage up and knock quality down it seems.

  • Reply to

    sell the news...

    by gandhip May 6, 2015 2:54 PM
    hapihammer hapihammer May 6, 2015 4:04 PM Flag

    I meant I don't see it as glass half empty.

  • Reply to

    sell the news...

    by gandhip May 6, 2015 2:54 PM
    hapihammer hapihammer May 6, 2015 3:10 PM Flag

    It depends on your position and what you want to hold.

    The deal is a really good deal and if other deals are in the works I don't see that as a glass half full scenario.

    Of course the market is at a tipping point so this will surely get pulled down a bit too. I'll hold what I have as it is not a full position for me anyhow.

  • Reply to

    xone earning day

    by karenworn Apr 28, 2015 6:39 PM
    hapihammer hapihammer May 6, 2015 1:50 PM Flag

    All the longs on this board always talk about this company like it's guaranteed to go up by leaps and bounds.

    I don't know the fine details of why that would be but I do know that quarter after quarter the company misses their own guidance. I do know they issued a $150M offering with no immediate plans to use it which doesn't mean they won't. That either adds debt or further dilutes the stock for current shareholders.

    DDD just pulled guidance for the year. I know, I know, apples and oranges because that is very much consumer facing. That said, the trends in sales vs. estimates have been the same. Miss, after miss, after miss. I really think this sector is too early just by the fact that demand has been so weak overall.

    I wish you the best of luck but I'll maintain that the best thing that could happen here is that the company get bought out for a nice premium from here in the short term. I have no idea of that could be in the cards but them filing this $150M offering probably means they're in this for the long term. That could be good. That could be bad. A positive is that the last i looked is the CEO owns a ton and has not been selling at all.

    On an overall basis the market is at a tipping point to a possible correction or worse. Of course every other time this has happened the market rallies so we'll see if this time is any different.

    I have seen some stocks get destroyed when coming in in line and maintaining guidance so one never knows in this market.

    Good luck.

  • Reply to

    RDCM largest order ever

    by stuartcreekfarms May 6, 2015 7:50 AM
    hapihammer hapihammer May 6, 2015 9:46 AM Flag

    It's the same customer and an expansion on the $4.3M order in November so incrementally it's an additional $8.7M. Nonetheless, this is a huge deal given the size of the company and shows the great value proposition of this software product.

    Let's see larger deals and a higher margin level than the legacy business. GM's targeted at 75% and they did better than that last quarter. Expansion and strong FCF on the way? It sure looks that way.

  • Reply to

    softy rumor may be interested

    by dean4614 May 5, 2015 3:00 PM
    hapihammer hapihammer May 5, 2015 3:18 PM Flag

    Yup Bloomberg again. Irrational buyouts in a late stage bull market? Sure likes to fade after these initial pops.

    No position. Good luck.

  • Reply to

    Pretty big design win yesterday....

    by johnberchick May 5, 2015 9:28 AM
    hapihammer hapihammer May 5, 2015 1:29 PM Flag

    It's great news but it doesn't mean there isn't pressure on the shares because the market is at an inflection point and possibly there is some preying going on or in the words of Fred Sanford perhaps "this is the big one Elizabeth, I'm coming to join you."

    Nonetheless, they seem to be executing well but any slowdown will probably cause some pain. Greed and fear.

  • Reply to

    The story according to turb

    by turbineflyer2000 Apr 27, 2015 2:32 PM
    hapihammer hapihammer Apr 30, 2015 10:40 AM Flag

    True turb. Quite true.

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