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Tellabs, Inc. Message Board

nip7890 316 posts  |  Last Activity: 1 hour 54 minutes ago Member since: May 7, 2006
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  • Reply to

    Hello $4's!

    by hweb2 14 hours ago
    nip7890 nip7890 1 hour 54 minutes ago Flag

    "Weak" guidance is company simply being conservative. Having just started giving guidance, you can be certain they are giving you numbers they are extremely confident of meeting and will likely beat.

    You shouldn't get too caught up in crunching numbers down to the penny and then assuming what kind of multiple the market "should" apply. I think that along the way there are going to be positive surprises and many other good things...we are really only at the very beginning of this story. It's just too bad that most people in the market these days are all too happy just trading in and out for their 10 or 20 cents. I think over the next 3 to 6 months, as DRAD moves up a bit more that's going to change as the shares move out of the $3.20 to $3.60 range where they've been stuck for the past 6 months. People who have been trading it will see it in the $4s and pass as they think above $3s it's too expensive.

    I know you also like Eberwein plays...this one is going to be a big just got to have patience. Don't sell off too much of your position.


  • Reply to

    Hayward sells over half his shares

    by nip7890 16 hours ago

    as much as I love seeing insiders purchase shares, I likewise do not like seeing them sell. sometimes it means nothing. but based on my experience, I take it as a cue to sell and move along...maybe I leave some money on the table exiting too soon, but at least I'm out and need not be concerned.

    folks should take note, that the last time Hayward sold shares was in February at $24.50/share - right after Roth and Hayssen bought at the $22 level.

  • sure, whatever you say bud. shares are up $5 from where they were sold off to. wonder why? is there less financing risk today than a couple weeks ago when the shares were at $74?

    forgive me if I don't bow in your presence.

  • I'm surprised that you have the nerves to post here any longer. I mean you were bashing BYI down below $75, and SGMS down to $7.00. Your last posts here "BYI now 10% below offer".

    I see no value in wasting my time on you - you're not worth it.

    Shove along.

  • Reply to

    Hello $4's!

    by hweb2 14 hours ago

    there is much more room to run. Eberwein has just started buying and has well over 800,000 shares in his trading plan to go. I'm guessing he will continue buying so long as the shares are below maybe $4.25...he is still locking in over 5% dividends today go forward.

    the dividend is still going to be paid, the sales are going to continue growing, and there is going to be a gradual ramp in profits over time.

    it sounds like you're happy trading and taking the short-term gains, which is fine. However, the big gains are going to come by being more patient. though nice taking the profits off the table and thinking "maybe I'll start scaling in again as it goes lower" it may just tick upwards and establish a new base at $4 or somewhat higher and then it is very difficult to buy back in at a higher price. you also cannot predict what else may transpire. there could be another acquisition by year end that will also add to sales and profit. another company might just come along and seeing the progress already made decide to buy the company for $6 (review Eberwein and end result with NTS)...if another company acquired DRAD, by eliminating the dividend that money would instantly flow to their own bottom line.

    at the end of the day, Eberwein is laser-focused on creating/increasing shareholder value. patience is needed, especially with a nice share price increase as we've seen over the past two weeks.

    my view - the best is yet to come. I will be going along with Eberwein for this ride.

  • There is no financing risk and you are wrong.

    From day one it has been made very well known that the financing commitments were in place and therefore there was no need to include a financing contingency in the purchase agreement.

  • Reply to

    Lottery me out of it...

    by nip7890 Aug 28, 2014 6:41 AM

    CEO unexpectedly passed away...I decided to buy a little - will just sock it away in a corner of the portfolio and not look for a while.

  • Reply to


    by nip7890 17 hours ago

    It is repeated buying.

    Hoshi and insiders were also buying in February, March, and May. Considering the number of shares in the float, any insider buying is good buying.

    I'm sorry if the shares don't move according to your personal schedule, but the company is doing fine, and growth/profitability is knocking at the front door.

    I'm sure that even when the good news comes, you'll have something else to complain about.

    Chill, and have a good weekend.

  • check barchart site.

  • Reply to


    by nip7890 16 hours ago

    after it pulls back a little...jumped early yesterday on CEO purchase...should pull back a little first.

  • I'm going to nibble

  • 9500 shares sold Tuesday/Wednesday as they approached $14.

  • I'm with you buddy!

  • nip7890 by nip7890 Aug 28, 2014 7:53 PM Flag

    Boring banking stock. I bought a little this morning to start position. Stock got hit over past couple weeks as they set aside money for loan loss provision - standard for banks every now and then, but it does come out of earnings when they do it. Later they may determine they set aside more than enough and then it comes back in to EPS. So people saw low EPS for the quarter and sold off. Insiders + CEO have been buying after fall. Shares are below BV at this time.

  • Reply to


    by nip7890 Aug 27, 2014 1:52 PM
    nip7890 nip7890 Aug 28, 2014 6:31 PM Flag

    I think it will have large upside once things get going - very undervalued compared to competition if the losses were stopped. His shareholder letter follows his standard operating procedure. Have to love it when he says "Directors will take no pay until we return to profitability". Hopefully will have a chance to buy more at a lower price - maybe the market will get the correction and take it down with it. Anyhow, like I mentioned - just slowly scaling in.

  • Reply to


    by nip7890 Aug 12, 2014 1:14 PM
    nip7890 nip7890 Aug 28, 2014 6:27 PM Flag

    I have a large position acquired over past 4 or 5 months across 3 accounts. Need to stop watching, let Eberwein do his thing, and forget about it for a year or two or three or I will sell to take profit off the table and miss the big move.

  • Reply to

    Lottery me out of it...

    by nip7890 Aug 28, 2014 6:41 AM
    nip7890 nip7890 Aug 28, 2014 6:22 PM Flag

    yes - totally as a result of the one time event of losing a good portion of their staff. but go listen/review the investor conference presentation in the investor section of the website. up until this year, you can see the sales were picking up. and again, management owns the majority of shares and have been in this sector.

    anyhow, I tried to buy at 20,000 @ .085 this afternoon and my order just sat on the bid the entire time. will think more about it.

  • Reply to


    by nip7890 Aug 12, 2014 1:14 PM
    nip7890 nip7890 Aug 28, 2014 11:45 AM Flag

    look skies ahead.

  • Reply to


    by nip7890 Aug 12, 2014 1:14 PM
    nip7890 nip7890 Aug 28, 2014 11:09 AM Flag

    if it clears $3.80, it goes to $4.00...resistance should be clear up to maybe $4.25.

  • nip7890 by nip7890 Aug 28, 2014 9:35 AM Flag

    Iteris Awarded $1.2 Million Transportation Performance Management Task Order from National Highway Institute

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