Not Your Typical Set Up
Posted by ZorTrades
on May 22nd, 2013
These are not your typical set ups, like the ones that you read about where the stock has to be over $15, and have good sales growth, ROI, decent E.P.S etc…All that is either relevant or irrelevant depending on your time frame. What we have been focusing on recently is what most consider junk stocks, and the reason why is because they are now being chased by the masses which explains the +25% move in some beaten down solar stocks, shippers, and heavily shorted stocks. If your time frame is “NOW” you should consider putting these on your watch-list. The levitation of all these junk stocks will come to an end, but for now this is where the party is at. This is not for everyone, so know thyself.
$BIOL, $BPZ, $GLUU, $GMO, $PKT, $RGR, $SD, $SQNM, $TA, $TNGO, $XIN
PS Go to market pulse to look at respective charts
hirsute , " The market seemed to decide that $14 bucks was the bottom until further notice " did you mean bottom or top ? " I think we saw what Brear's PR program did for the stock last quarter - zip " . I don't think Brear has a PR program for Procera but i do believe he is focused on building a strong innovative company and is well on his way to accomplishing that. " . This game of hiring an expensive team of people to put out the non-news as news isn't working for anyone ". He is not hiring a expensive team of employee's to put out non-news , Procera bought Vineyard because that Company provided Procera with dynamic growth opportunities and capable entrepreneurial employee that share Procera vision & growth strategy. Hirsute they are in the busines they choose to be , revenue recognition is challenging in many industries. Based upon operating results & quarterly communication you should be extremely pleased with the manner in which this company is executing and the direction they are moving. I am also disappointed in the stock price and valuation i feel as though we have live through a severe beatdown , we each have dealt with the stock implosion differently. Search took a several month Sabbatical , Sloop absolute mensch takes personal ownership for all investment decisions he makes, U in your own very skeptical approach to markets have been a very stand up individual , pk unfortunately came late to this party and has been a absolute nightmare for this board like a spoiled child never a constructive post always waiting for weakness so he can LOL. I know we have many other more recent dedicated daily poster bronk & stb both of these individuals are believers that occasionally get influence by pk daily negative contribution bronk more so than stb
Today a print of 213,300 shares traded this morning price and time keep changing over last 30 minutes which is very unusual , usually print stays defined at one particular price & time this print moves constantly never saw anything like it when i first looked time was 10:01 @ $13.97 second X it looked it price and time moved again now when i look time of print is 10:28 size of print 219,400 and price $13.87 as for Allot a print of 309,000 with similiar moving parts time & price. Twilight Zone
Initiated a position of 297,740 shares in Procera during Q1 the same quarter they cut their stake in Allot by over 80% . FMR was Allot's Largest Institutional Shareholder by far after purchasing over 1 Million share last Sept between $27-29 bringing their ownership up to 12.55% over 4 million shares based on SEC Filing dated Sept 10th. Based on most recent filing FMR in Q1 sold 82% of their position in Allot reducing position from over 3 Million Shares to 565,464. Q1 was also the Quarter Blackrock significantly increased their position in Procera through 10% and completely sold out of Allot.
bronk those prints we saw in Early AM hours at huge discounts to current trading range on Monday morning. That was the paw print of shorts trying to create a level of fear / uncertainty among shareholders. Shorts are definitely across the board looking to extricate themselves from positions in which they have overplayed their hand.
Very Unusual , at 1st these prints were limited to Procera creating the perception of Analyst comments or Company news do not c any then starting at 8am Allot started to get some active aggressive pre market activity 50 different prints . Procera prints the few they were traded much lower than Friday's close Allot's traded at current zip code
I don't like Allot because of their PERCEIVED leadership role in The DPI Space , over last several quarters their inability to execute & have visability has been the single biggest catalyst to driving Procera's valuations into the abyss along with hedge fund bear macro thesis of shorting stocks / sectors of Companies that generate most of their revenue for Telco CapEx. Very pleased with Procera as a business , Vineyard acquisition will generate huge dividends and synergy moving forward. I share everyones disappointment & frustration with share price implosion. Procera should be able to approach $20+ price point in Q4 as they continue to execute , communicate and cross over 20 million quarterly run rate. Procera is a much stronger more dynamic Company post Vineyard acquisition then they were before. Shorts are trying to protect and manage their position. They are very familiar with how important technicals are in this market and are trying their best to preclude both a breakout and and further relative strength that would attract more eyeballs & $ directed towards this stock. They are very aware of the pain stocks with large short position that move against them can cause.
Interesting read take a look. FMR reduces position by 80% from over 3 million shares to 550k , Blackrock competely exited from 3 different portfolio's
May. 17 at 9:05 AM
$PKT Head & Shoulders Bottom Confirmed, A Bullish Sign Stock Could Be headed for mid 19's.........
$PKT Bullish Flag Pattern Shows Gap Up to Fill into the $18 range
Go over to Market Pulse and open up link , i was not able to post it
Tableau Software's IPO Pops Big: Shares Skyrocket Up ~60%.......
Judy Shaw/Tableau Software
Tableau Software IPO NYSE
As expected, Tableau Software is having a killer IPO. The stock was initially priced at $31 a share (a price raised twice yesterday) and investors gobbled it up.
At one point this morning, it hit $50 a share.
It's now trading just under ~$49, up ~60%.
Tableau makes big data "visualization" technology, meaning it easily turns massive amounts of data into charts, graphs, and interactive dashboards. It's been called an "Excel killer."
It was also cofounded by one of the most famous data scientists in tech circles, Pat Hanrahan. He's a professor at Stanford University and he won two Oscars for his work creating Pixar's groundbreaking graphics and CGI tech.
Tableau joins other big recent enterprise IPO hits like WorkDay, Qualys, Palo Alto Networks, and ServiceNow.
I have had adequate time to disgest Q1 earning release and read a few Sell Side Research Reports , " Stifel & Raymond James " both of which are written in a format that precludes giving me the opportunity to copy & paste , that is why i have not shared them with this message board . Q1 positives were Book 2 Bill that continues to be very robust , Guidance increasing from 25-30% to 30% plus was received very positively . JB'S tone is extremely positive unlike pk i do not think he is a egomaniac i believe JB is a very confident executive with excellent vision and a large staff of strong complementary personally selected group of employees. Procera is two reporting quarters away from reaching critical mass / A $20 million quarter in Q3 & three reporting quarters away from a $100 million run rate Q4 / Year End. On the facade and very tangible which detracts from immediate meaningful upward price revision today was the affect of additional hires in 2nd half of 2012 on the Support Side & additional 30 hires / acquisition of Vineyard. Those two events / initiatives wacked Procera's Margins pretty good so unfortunately we are somewhat relagated to a show me stock. I do have much confidence that over the course of this Calendar Year Procera will deliver and not disappoint............. In the Stifel Report under Customers & Trials Procera reported 21 new service providers customers with 7 being mobile operators. One was tier-1 carrier Orange Switzerland. Procera also had 5 tier 1 follow-on during the quarter. One included a multi million $ order from a " European Mega Carrier " Stifel believes it is British Telecom. The initial deployment if the PL 20K with this Carrier has gone smoothly. The Q1 shipment to this carrier will be recognized in Q2. There might be additional orders from this carrier in 2H 2013. Other follow on tier-1 orders were from a NA US Cable Company ( they believe Cox ) , and a tier-1 service provider in Russia.
Size of Procera position they initiated during Q1 represents in $ size 3X's greater amount than next largest position they initiated. RVBD 270,000 shrs $4.5 million
ARCHON CAPITAL MANAGEMENT LLC is a financial investment advisory firm headquartered in Seattle, Washington. The firm manages 4 accounts totaling an estimated $430 Million of assets under management. ARCHON CAPITAL MANAGEMENT LLC's 9 employees help advise 1-10 clients. Archon Capital ownes 30 stocks , Technology represents 42% , Services 2nd largest at 39% & Archon initiated 7 new positions. Procera is their 6 largest position in $'s out of the 30 stocks they own. Their largest single position exposure is CHIPOTLE MEXICAN GRILL INC
Cisco, the world’s biggest maker of networking equipment, said May 15 that revenue from telecommunications and Internet companies rose 10 percent in the U.S. as third-quarter net income climbed more than analysts estimated. Cisco’s U.S. sales growth from service providers is double what it was last year
Cisco talked about a little bit more optimistic spending environment in service providers, ...From the calls of AT&T and Verizon, they’re not opening up their purse strings in a big way, Dallas-based AT&T Inc. reduced its capital spending forecast to $20 billion from $22 billion for 2014 and 2015, Chief Financial Officer John Stephens said on April 23.
bronk communicate to all the website you go to 2 observe the trading behavior that breaks down volume in the manner you are stating. i understand we are compromised from posting websites on this message board but improvise , thank u
A few Cisco rivals and suppliers are up premarket after the networking giant beat estimates while reporting strong data center switch/server sales and service provider orders (albeit while cautioning the SP capex environment remains tough). Some others might move higher following the open. JNPR +3.6%. FFIV +3.2%. CIEN +3.9%. EZCH +1.2% - Cisco mentioned on its earnings call sales of its ASR 9000 edge routers, which EZchip supplies network processors for, were up 40%+ Y/Y..
Thursday, May 16, 10:49 AM ET
Plenty of Cisco rivals and suppliers are now rallying in response to the company's FQ3 beat, guidance, and order activity: JDSU +5.2%. RKUS +5.8%. CAVM +4.8%. PKT +2.9%. ADTN +2.6%. ALLT +1.9%. FN +2%. FNSR +2.4%. BRCM +1.3%. MRVL +1.6%.
Yeah yeah yeah talk to The Hand face is not interested in engaging you. M_G you add zero value to this board , your rational is dusty & priced in. Time to move on your repetition / negativity is too predictable. If you stay on this board and keep chirping your new name will be Loser. Leave now or change your tune and you will not be belittled stay on board and keep chirping you will be crushed like a cockroach.