Amazing - CLFD has a debt-to-equity of “zero” with ROE of 27.5%! And we all know that future guidance does not account for GOV $$ spending for second half of the year.
c
The upward revisions have begun. Operative word "begun"
r
Earnings this afternoon! Stock is undervalued so great risk/reward for holding the stock.
r
An upgrade - Needham analyst Ryan Koontz initiated coverage with a Buy rating on Clearfield today and set a price target of $92.00. The company’s shares closed last Thursday at $57.94.
r
Interesting note - CLFD stock price is exactly where it was 6 months ago.
J
With such good Q1 results it's funny the stock price keeps going down !!
w
And, just a reminder when looking at CLFD's Balance Sheet, they literally have no debt and have a strong capital reserve...any interest rate hike is less likely to hurt them than competition.
P
Beware of the upcoming dilution from shelf. Just a matter of time.
C
Wondering if all the Shelf Registration Tantrums is over ?
b
Just waiting to see what the shelf offering price will be. Sold a third of my holdings with the pop. Waiting to re enter those profits when they list the price offering
w
With the lockdown in China, and the shortage of shipping containers, plus the tie-up in Chinese shipping ports, any competitors of Clearfield that have product coming out of China will be hurt in the short run. Look for Clearfield to get a boost over the next two quarters.
w
An interesting side note...as part of the infrastructure bill, vendors are required to use "Made in America" supplies wherever possible. With broadband expansion as part of the infrastructure bill, Clearfield stands to gain additional business.
i
Great qtr. & c call. Full speed ahead.
r
After reading the report - they (CLFD) still have an incredible amount of growth ahead of them. Anyone listen to the call?
w
Any comments on the recent downward trend, other than the existing market conditions.
Our Founder, Ben Rabizadeh, speaks with Chris Tarbert as he gives Earnings Preview on CLFD. What happening with Clearfeild? Watch out now to know more!Learn ...
Our Founder, Ben Rabizadeh, speaks with Chris Tarbert as he gives Earnings Preview on CLFD. What happening with Clearfeild? Watch out now to know more!Learn ...
www.youtube.com
c
Outstanding ER and even more outstanding CC. I won't be mad if they keep throwing out the baby with the bath water for a while
V
Investing right now will be at every wise individual list. In few weeks you'll be ecstatic with the decision you made today
i
A couple more days like today and this will be in buying range (<$60). I don't expect that, but am prepared if the opportunity arrives.
https://youtu.be/sc8eoM5F6Qk
I don't expect that, but am prepared if the opportunity arrives.