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Infinera Corporation Message Board

shrewd_curmudgeon 45 posts  |  Last Activity: 26 minutes ago Member since: Oct 30, 2000
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  • shrewd_curmudgeon shrewd_curmudgeon 26 minutes ago Flag

    Yes, for me it happens when I put my mouse cursor over the name (not when I click on the name). That is when the flag appears and clicking on it will allow you to report the spamer to Yahoo.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Feb 25, 2015 8:45 PM Flag

    Excellent. AFAM just announced $4.5 million or +$0.47 per share in non-GAAP new income.
    There are still only 9.4 million shares. This company is growing and profitable and showing healthier margins. Likely heading back to $40 per share.

    Sentiment: Strong Buy

  • Excellent! Cash flow from operations was very strong. Non-GAAP net income was expecte to be around $2.5 million for the quarter, but it instead came in at about $12.5 million.
    Huge results for PERI. I think we will likely see this one headed over $8 per share this year.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Feb 25, 2015 5:41 PM Flag

    Excellent results.
    I was hoping for $17 million in net income for the quarter.
    UVE has now posted $21 million for the quarter. This is beautifu!. Now, it is clear why they were repurchasing shares. We are about 20% undervalued. UVE could see $27 per share based on today’s results and then may climb upward from there.

    Sentiment: Strong Buy

  • Reply to

    Volume supports

    by player_anon Jan 2, 2015 2:31 PM
    shrewd_curmudgeon shrewd_curmudgeon Feb 24, 2015 12:54 PM Flag

    Key Equity Investors, Inc. just recently increased their holdings from 5.1% to 6.0%.

    Sentiment: Strong Buy

  • Reply to

    Volume supports

    by player_anon Jan 2, 2015 2:31 PM
    shrewd_curmudgeon shrewd_curmudgeon Feb 24, 2015 12:51 PM Flag

    People are buying when the opportunity arrives. It is undervalued. There is no need to "buy just enough to keep the listing alive". It trades OTC.

    Sentiment: Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Feb 20, 2015 11:29 AM Flag

    BSquare showed that this dog can hunt. Revenue for the quarter was $26 million. Net income for the quarter was $1.4 million, or $0.12 per share, compared to net income of $691,000, or $0.06 per share. Balance sheet is excellent. They have been improving margins very well. Beautifully undervalued. This stock is intrinsically worth over $6 per share.

    Sentiment: Strong Buy

  • Reply to

    Perion valuation

    by shrewd_curmudgeon Jan 30, 2015 1:57 PM
    shrewd_curmudgeon shrewd_curmudgeon Feb 18, 2015 12:05 PM Flag

    Afburn, time to correct yourself once again.
    PERI's float is 34 million. There are currently 6.9 million shares held by institutions. If your calculator isn't broken you will know that 6.9/34 is 20.3% (not 4.9%)!

    49 Institutional Holders
    6,928,597 Total Shares Held. Below is the partial list:

    Owner Name____Date___Shares Held
    JPMORGAN CHASE & CO 12/31/2014 4,203,067
    WHITEBOX ADVISORS LLC 12/31/2014 491,560
    RENAISSANCE TECHNOLOGIES LLC 12/31/2014 487,681
    MENORA MIVTACHIM HOLDINGS LTD. 09/30/2014 349,407
    SUSQUEHANNA INTERNATIONAL GROUP, LLP 09/30/2014 211,030
    GSA CAPITAL PARTNERS LLP 12/31/2014 203,229
    MIVTACHIM THE WORKERS SOCIAL INSURANCE FUND LTD. (UNDER SPEC 12/31/2014 169,207)
    DEUTSCHE BANK AG\ 12/31/2014 106,561
    MORGAN STANLEY 12/31/2014 81,061
    MENTA CAPITAL LLC 12/31/2014 71,312
    MILLENNIUM MANAGEMENT LLC 09/30/2014 49,127
    GROUP ONE TRADING, L.P. 12/31/2014 47,068
    INVESCO LTD. 12/31/2014 45,530
    SUREVIEW CAPITAL LLC 03/31/2014 45,000
    CITADEL ADVISORS LLC 09/30/2014 35,383

    This is a list as of the latest report from Nasdaq 12/31/2014. You can continue to say the same thing and act like a moron or you can revise your numbers to 20.3%. Enjoy!

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Feb 17, 2015 6:47 PM Flag

    IPHS brought in strong revenue and net income in the latest quarter (announced today).
    The stock is likely headed up another $5 per share, based on these strong results.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Feb 17, 2015 6:15 PM Flag

    Financials came out beautiful. I was hoping for $370 million in revenue and $22 million in net income.
    CHE now announced $379 million in revenue and $28 million in net income.
    I believe we will see $120 per share coming soon to Chemed.

    Sentiment: Strong Buy

  • Reply to

    Perion valuation

    by shrewd_curmudgeon Jan 30, 2015 1:57 PM
    shrewd_curmudgeon shrewd_curmudgeon Feb 17, 2015 1:08 PM Flag

    LOL. "Only 4% of institutions own Perion". That would be mind blowing if 4% of all institutions had investments in Perion. "Only 4% of institutions own Perion" is very different from what it seems you may have tried to say "Institutions only own 4% of Perion"? However, that would be incorrect also. It is public information that Benchmark Capital of Woodside, California owns 14.1% of Perion. Your comment about Perion being a $1.50 stock is equally misinformed, so I will give the whole comment a thumbs down.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Feb 12, 2015 7:50 PM Flag

    I'm glad I had bought some of this NTWK. There are a lot of small companies out there that Wall Street has no good ability to evaluate. They are not covered by any analysts and are more easily evaluated by the independent investor. NTWK is one of these, also companies like SPRT, PFIN, WRES, HDSN, PERI are very profitable but Wall Street has vastly undervalued them.

    Sentiment: Strong Buy

  • Reply to

    Earnings coming today

    by shrewd_curmudgeon Feb 11, 2015 9:48 AM
    shrewd_curmudgeon shrewd_curmudgeon Feb 12, 2015 3:18 PM Flag

    Yes, looking good. I wish SPRT would go down lower in price. Revenue and earnings were consistent with what I had expected. Progress on contracts and development are looking better than I had expected. This one is worth over $3 per share. Time will tell.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Feb 11, 2015 9:48 AM Flag

    The market is expecting we SPRT will show revenue of $21 million and a loss of $0.01 per share. We will see soon.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Feb 11, 2015 9:45 AM Flag

    Excellent results just reported by RPXC.
    For the 4th quarter, I was expecting $62 million in revenue and a very strong profit margin of about 16% giving $10 million in non-GAAP income or $0.20 per share in EPS.
    RPXC has now reported $67.6 million in revenue and $13.3 million in non-GAAP income or $0.24 per share in EPS.

    This is far stronger than I had expected. Also, guidance for Q1 is far stronger than I expected. I think we will see shares rise by over 30% in the near future.
    RPXC will likely be over $17 per share.

    Sentiment: Strong Buy

  • Reply to

    Quick spike

    by williamsj3 Feb 3, 2015 1:05 PM
    shrewd_curmudgeon shrewd_curmudgeon Feb 11, 2015 9:24 AM Flag

    "I'm confused on why WRES trades in tandem with oil and not NG. WRES is 85% NG"
    That is how Wall Street goes. They are pretty superficial. They trade buckets and if the company is classified as a certain sector they treat it the same. Usually all energy exploration companies are treated similarly. The same thing happens with telecom. If one announces an abrupt slowdown, Wall Street sells off a broad swath of companies in the same sector. People who don't just lump things into sectors can advantage of it.

    Sentiment: Buy

  • Reply to

    More cash and profits roll in for RPXC

    by shrewd_curmudgeon Oct 29, 2014 1:39 AM
    shrewd_curmudgeon shrewd_curmudgeon Feb 10, 2015 9:15 PM Flag

    Excellent results just reported by RPXC.
    For the 4th quarter, I was expecting $62 million in revenue and a very strong profit margin of about 16% giving $10 million in non-GAAP income or $0.20 per share in EPS.
    RPXC has now reported $67.6 million in revenue and $13.3 million in non-GAAP income or $0.24 per share in EPS.

    This is far stronger than I had expected. Also, guidance for Q1 is far stronger than I expected. I think we will see shares rise by over 30% in the near future.
    RPXC will likely be over $17 per share.

    Sentiment: Strong Buy

  • Reply to

    Marcellus Acquisition. Good or Bad

    by steelbender85 Feb 5, 2015 5:03 PM
    shrewd_curmudgeon shrewd_curmudgeon Feb 6, 2015 7:39 PM Flag

    Last year, we saw the year end report on Thurs. March 6th. So, expect it probably on Thurs March 5th this year. I too am eager to see that update.

    Sentiment: Strong Buy

  • Reply to

    Missing

    by shrewd_curmudgeon Feb 6, 2015 6:24 PM
    shrewd_curmudgeon shrewd_curmudgeon Feb 6, 2015 6:25 PM Flag

    And they are still valued at (Price) greater than (annual revenue). (I now see Yahoo doesn't post the greater than symbol)

    Sentiment: Strong Sell

  • shrewd_curmudgeon by shrewd_curmudgeon Feb 6, 2015 6:24 PM Flag

    Wow, this company misses estimates every quarter. And they are still valued of Price annual revenue. It could have quite a ways to fall.

    Sentiment: Strong Sell

INFN
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