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1.  SCREAMing Buy right now... Great brand, in 12 months $25 bucks 
Way oversold early on today, just my thoughts on this one. VB
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Monster Worldwide, Inc.
  valuebuff05   4-Feb-10 10:28 am
 
2.  Re: csco guide up 25% sales growth, tech spending is up 
I could not agree more, the Nortel acquisition was a timely and opportunistic buy, that in the end should be worth around $2 billion + if the integration goes well. Remember these were...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  CIENA Corporation (CIEN)
  valuebuff05   4-Feb-10 04:40 am
 
3.  Re: Can anyone explaine the reason behind the sharp move up lately? 
I really just think that PRGN is catching up with DSX and some of the others. If you look at DSX's move yesterday and today, PRGN and DSX are up about the same percentage wise. VB
Business & Finance > Investments > Stocks (A to Z) > Stocks P  >  Paragon Shipping Inc. (PRGN)
  valuebuff05   2-Feb-10 04:23 pm
 
4.  Re: Another huge sell off in BRNC, relative to other drillers 
Yea, unfortunately, I'll say it again, you must have more patience with this one, as we saw today, BRNC is lagging the other guys big time. PTEN, PDC, NBR, ALY all up significantly more today than Bronco. The performance...
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  Bronco Drilling Co. Inc. (BRNC)
  valuebuff05   1-Feb-10 09:56 pm
 
5.  Re: PCS Will Recover SOON ! 
Yea, to all the new longs out there. I've been quietly acquiring the shares below $6.00, I think fair value for PCS is around $7.50, and if there is a buyout around $10~, which I...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  MetroPCS Communications Inc. (PCS)
  valuebuff05   29-Jan-10 08:18 pm
 
6.  Another huge sell off in BRNC, relative to other drillers 
I still think there is a tremendous amount of value in BRNC at these prices, I think this is a 8-9 stock, and in a better natural gas market this could easily be a stock in the low...
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  Bronco Drilling Co. Inc. (BRNC)
  valuebuff05   29-Jan-10 05:02 am
 
7.  Value on INFN at these prices... 
While I don't like the fact that INFN is still losing money, I do think that with an extremely large cash balance(269MM on mkt cap of 689MM, roughly a 1/3 cash and no debt) and relatively high sales g row...
Business & Finance > Investments > Stocks (A to Z) > Stocks I  >  Infinera Corp. (INFN)
  valuebuff05   28-Jan-10 06:27 pm
 
8.  INFN still losing money... 
Mgmt. needs to brings cost in line with the business, it is not sustainable to run costs at such a high rate, when operationally you don't have the leverage. Another bad quarter in my opinion. VB
Business & Finance > Investments > Stocks (A to Z) > Stocks I  >  Infinera Corp. (INFN)
  valuebuff05   26-Jan-10 04:22 pm
 
9.  BRNC looking very cheap once again... 
Will start adding to my position below $6.00, later in the year I think natural gas will be higher and it seems that utilization has hit its low point. Bronco should be able to...
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  Bronco Drilling Co. Inc. (BRNC)
  valuebuff05   21-Jan-10 09:13 pm
 
10.  Re: CIENA COULD BE PURCHASED BY JUNIPER 
It is very viable for JNPR to purchase CIEN, as it would put JNPR on the map as a real threat to Cisco, it would also eliminate the number 3 player in the space. Bottom line is that JNPR...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  CIENA Corporation (CIEN)
  valuebuff05   19-Jan-10 06:14 pm
 
11.  Re: Deutsche Telecom & MetroPCS 
Seems to make perfect sense if they don't pick off Sprint. Although I don't think PCS will go for anything under $10 a share, will be interesting to see later this year, highly likely given the.. .
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  MetroPCS Communications Inc. (PCS)
  valuebuff05   14-Jan-10 05:14 am
 
12.  Re: GS is great News! 
I would just be careful going into INFN with a truck load before earnings, might be another blow up. Also INFN Mgmt. has not performed decently for the last few quarters...
Business & Finance > Investments > Stocks (A to Z) > Stocks I  >  Infinera Corp. (INFN)
  valuebuff05   11-Jan-10 11:50 pm
 
13.  Re: Anyone think BRNC is ridiculously cheap here? 
Good points Mitchell, I agree with your points regarding BRNC, I think mgmt. is making the best of the situation by putting a lid on the losses, and...
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  Bronco Drilling Co. Inc. (BRNC)
  valuebuff05   8-Jan-10 02:29 pm
 
14.  Anyone hear anything about buyout on BRNC? 
Very interesting movement here, I knew that Bronco would eventually take off. But still Bronco is about $2 per share below where the rest of the industry movement has been in the...
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  Bronco Drilling Co. Inc. (BRNC)
  valuebuff05   8-Jan-10 02:19 pm
 
15.  Re: Strong Insider Selling 
Agreed automatic sales that are previously arranged don't bother me. The shorts here will need some other scare tactics, b/c I will keep piling the.. .
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  Bronco Drilling Co. Inc. (BRNC)
  valuebuff05   7-Jan-10 03:39 pm
 
16.  Re: Anyone think BRNC is ridiculously cheap here? 
Jeff, just because their utilization is down does not mean there is not significant value in Bronco. First off they are not putting some rigs to work b/c it is below break even...
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  Bronco Drilling Co. Inc. (BRNC)
  valuebuff05   7-Jan-10 03:36 pm
 
17.  Sonic a $7 stock? 
I think in the next few days you will see more and more downgrades coming in, and subsequently will put some additional pressure on the shares. I think perhaps you could see share...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Sonic Corporation (SONC)
  valuebuff05   6-Jan-10 11:40 pm
 
18.  CIEN Business value? 
First off, I think the significant pressure from $12 to $10 per share just signifies the tax loss pressure towards the end of the year. Also keep in mind that the Nortel acquisition most likely has a value north of $1 billion...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  CIENA Corporation (CIEN)
  valuebuff05   5-Jan-10 06:10 pm
 
19.  Re: --- Here is last year&&39;s historical prices!!!! --- 
Kathlen, very astute point, I think the significant pressure from $12 to $10 per share just signifies the tax loss pressure towards the end of the year. Also keep in mind that the Nortel acquisition most likely has a value...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  CIENA Corporation (CIEN)
  valuebuff05   5-Jan-10 06:04 pm
 
20.  Re: Rumor is price will be $14 
Price would have to be in the $20 range, no way they would even consider something that low. For $14 a share CIEN's value would be around $1.3-1.4 billion, the Nortel asset alone is worth over $800 million ...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  CIENA Corporation (CIEN)
  valuebuff05   5-Jan-10 01:09 pm
 

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