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Great call, MB! What do you think is in store for us today?
Welcome Mt.Blanc
Nice to see a third person here.
I would prefer for this board to remain under the radar so we can have continuing intelligent discussions.
:)
Will keep it on radar for now...
mb
Looks like it's headed that direction, especially after a 100% gain over the last year.
BEXP may be visiting the 32's before too long...
hey, jmho. Crude due for a change of color. BEXP APR 35 puts will be in demand...
mb
You enjoy it thoroughly as VHC is my $250 play.
The short game is going to add some rocket fuel soon...
mb
What a beautiful chart....thank you for bringing VHC to my attention!
Just added it to my trading platform :)
Right, the PE is scary but the co isn't.
OT: Check out VHC... chart et al
http://seekingalpha.com/article/262118-can-march-s-hottest-small-caps-go-even-higher
mb
Thank you, Mt! When I first looked at the PE of BEXP, it almost scared me off...but it's consistently beat the street so I'm happy I stuck around :)
My "albatross" stock, FNSR, is actually going the right direction today.
Have a great day!
Smart move on BEXP there..congrats!!!
mb
Hi HAK... You and I are on the same page except I'd add a few more names to the safari list ;)
Congrats on NBRI...sounds like that was a great move...I hope it continues to give!
I agree with you about day trading as well...there's money to be made but it's all so manipulated (even on this site) and it's too easy to overstay your welcome. I have to say I'm occasionally tempted so I jump in. But I'm out quickly, often leaving money on the table simply because I'm anxious to lock in a profit.
I sold MSSR today after Tilman Fertitta made an all cash offer of $9.25. He was already a 10% owner... His plan is to take the company private. He's been quite successful in the food service industry so I have no doubt he'll succeed in acquiring the company...but for now, I'm out.
I've been watching TBT, but I'm still on the sidelines for now.
Correction re: my comment about original moderator of BCSI Board ( it was analogdog )
guess early morning senility has taken over....need some more Java beans.
Good Morning " V ",
I have to admit I share some of the same concerns. It's almost like the Indexes are manipulated to try to fool the general public.
I noticed the Nasdaq's Tech index is about to be slightly reweighted by lessening Apple's percentage participation and increasing MSFT's as well as Cisco's, I believe. The Dow Index with only 30 companies has been pretty much meaningless in my warped opinion.
Also noticed our European - Pacfist buddies have a positive spin on the Techies this morning in European trading, so maybe it will carry over into the U.S. markets today.
The only small fry that I've really been pleased with this last month is North Bay ( NBRI ). Bruce , who started moderating the BCSI board and left for greener pastures, is now moderating that board. Am up nicely on that little puppy and plan on holding on for some time. I pretty much quit daytrading these last two years and am strictly digging deeper for long termers with solid potential.
Unfortunately, I think most of the day trading that goes on anymore is somewhat mindless and the results barely pay for a big Mac for most, if they are lucky. I really believe that until a few of our major problems ( political and economic ) are straightened out, we will continue to see turbulence. As a starter, someone needs to send Bernanke and Geithner on an African safari with little chance of those two clowns ever returning.
As to all of the jokers populating DC ( both parties ) I think we need to continue cleaning house every election cycle....and make sure none of the new ones are lawyers who merely flap their jaws for their daily exercise.
Good Morning, HAK. It's hard to imagine the numbers continue to grow, especially considering how high unemployment is, how weak the economy, and of course, the deficit. It's weird how the market indices rise higher but all on low volume. Something just doesn't feel right and I wonder if this pattern will continue or are we looking at a large sell-off this summer or fall.
Did I mention how much I dislike FNSR? lol...I'm hanging in there and I'm even a tiny bit green, but it's been a roller coaster.
Overall I'm happy with BCSI, KERX, and BEXP...although I'm selling 1/2 of BEXP just because of the old saying, "what goes up, must come down". It's been a great ride though.
I've played a couple of pinks, but I've only traded them as day trades.
Best of luck today!
Pretty anemic ( and low volume ) trading the past two weeks in a lot of positions, despite what the vaunted market indexes represent.....even worse with the OTCBB and Pinks.
Let's hope the climate turns better soon............
FADS..lol, I love it!
Congrats on FTK...what a nice gain to end the week :)
Looking forward to this upcoming week!
Well.....hopefully we'll have a better day today and a better week next week.
I did have a number of nice offsets yesterday that made up for this bloody week. FTK took off and managed a 30+% increase yesterday after their 10K came out Wednesday.
A number of the Techies managed to get hit yesterday besides us, F5 got clobbered too.
Keep the faith....another few weeks and the media will get tired of hyping things like Lybia, Japan, and a few other choice morsels and move back to the idiocies of politics in DC .....that way we can go back to just being ticked off instead of getting clobbered by panicky sellers suffering from what I call FADS ( Financial Attention Deficit Syndrome )
:)
FNSR was looking good until yesterday but I'm not ready to bail yet. I was a bit surprised by the dip in our BCSI especially since the overall markets were up ( finally!).
It's already the weekend...this week flew by :)
Looks like we had a turnaround in the Asian Markets overnight. You should be OK with ' Fin ', it's up in premarket trading this morning.
Unfortunately, looking at the last few days , you just have to let the ' Herd of Lemmings ' do what they do best....jump off the cliff....some great buying opportunities though when they go through their panic ritual.
We're going against the overall market today, which is fine by me! I was happy to see it climb over the $28 mark.
FNSR continues to be a pain but I averaged down today, bringing my average down to just below $23. Hopefully they're out of bad news and will have something nice to tell us soon.
Suspect the ' weak of knees ' will beat the stocks on the big boards up some more today.
At least you didn't pick up your 'misstep' in the 40's.
I would think it'll dip a bit lower considering our overall climate. Had played FNSR briefly after it bottomed about two years ago, took a double and bailed.....obviously got out way too early since it kept on going....didn't trust the environment back then, and guess I don't trust it too much now.
Looks like we closed the trading week on a positive note & in the GREEN! Let's hope next week brings some upward movement as well.
I made a misstep this past week and bought FNSR at what I thought was a bottom (24.00), just to see it slide further downhill :(... I've got to make a decision if I want to average down or sell and take my losses.
It's gorgeous weather here so I'm off to take in the sunshine...have a wonderful weekend, HAK!
Most interesting, that on a day where ever you look you're drowning in a sea of red on every exchange .....this puppy is actually trying to keep it's head just above the waterline. Let's close in the green today !
Good Morning,
Hope it will be a better week than last week.
I would think that McAfee as an acquirer would be in a better position than the other two, although there could be a number of others. If MSFT had any common horse sense they should acquire someone like Bluecoat to straighten their security problems out since they appear to be continuing their ineptness ( sorry ..... I've been fighting some MSFT software junk all weekend so my attitude is a bit warped at the moment )
Am just as happy if not happier if BCSI decides downrange to go it alone. A small initial share price premium due to an acquisition might fade into insignificance with someone else's shares.
I've read about BCSI being a possible M&A candidate for GRMN and WBSN, plus McAfee. Do you think any of those could be a possibility?
Happy Friday, Hak!
It should get better and better in the near future, since there is pretty strong and continued accumulation in anticipation of some serious news.
Never owned or traded AEO, in fact, I've only been in a few retail types over the years ( CHS and DECK for example ) Still have CHS since I do expect some continuing PPS appreciation ) but exited DECK recently ( PPS at this point made me nervous and I've had it longer than most )
As to divvy types, I do like a number of them. Had mentioned ACAS ( which presently is not paying a divvy ) but it controls AGNC ( a subsidiary ) which has thrown off a pretty consistent divvy and is about 19% as we speak at the present S/P. Another one in the same sector is PSEC ( for about 10% ) at the moment,
The best divvies I've had in the past were in the oil tanker arena a number of years ago but am not in them now and probably won't be until I see a recovery trend( FRO, SFL, NAT, VLCCF are prime examples of this ) ...am still keeping a close eye on the sector though.
Yes it did, there have been rumors for some time that BCSI could be a M & A target, although, if they would get bought out it could ruin a very long and predictably profitable relationship I've had trading it over the years.
How 'bout that NBRI?! Tuesday was an awesome day although it retraced a bit today, but either way Thank You!
Looks like BCSI does better when they're totally silent. But like you said, tomorrow is another day!
Have you ever owned or traded AEO? Just looking for the dividend. A girl has to think about her future :)
I read that article today .. It put a BIG smile on my face.
How about you?
As some Brits would say, ' Bloody damn bad day today ' unless of course you owned a fistful of miners to offset the sea of red of everything else on the big boards.
NBRI ....one of my best performers of the day ....up 46.67 %...... oh well .... manana is definitely another day ....hope all the nervous ninnies got it out of their system.....could be a tough week unless all those camel jockeys start to calm down a bit.
Interesting Article re: BCSI at Seeking Alpha last Friday titled," Just One Stock : The IT Provider with Growth and M & A Appeal " By Jack James.
You were spot on about today's closing price; over $28. Anything green is good by me.
I like your NBRI and the pps is definitely attractive. I watched level 2 today for an entry. Another mining corporation, CDE, surged almost 14% on big volume. The company said it earned .56 cents a share in the 4th quarter.
I wish we could have another buying opportunity like the one in March/April 2009, but without all the pain.
I hope you had a wonderful trading day!
You're slipping ol' boy.....sheesh.....missed the closing by 6 cents.
Quite a bit of sideways motion today except for a few in the DOW index which I usually ignore.
I would expect to close above $ 28. for BCSI though at end of day, possibly around $ 28.20
NBRI is under relatively heavy accumulation today in anticipation of news as is SGCP ( actually, relatively heavy accumulation for the last week since the production report should be out within the next four weeks ). Am holding a sizable position of SRSR for the long term and no longer trade it except for continued accumulation. Am also holding a few more small tykes for the fun of it like DGRI and DPDW ( good earnings report of that one should be out within the next 30 days and am expecting a minimum of a double on that one shortly ). Most of the energy stocks are catching their breath today ( slightly down ) before the next leg up.
You're right about 2009, I scarfed up a fistful in March and April of that year.
:)
Thanks HAK, I took a look at the charts and they are all beautiful. Sure would have loved to have picked up CRZO early 2009. That's the same time frame when I was able to buy some BEXP. I wish I had the funds to buy about 2 dozen stocks (or more) in March 2009; that time period was a super buying opportunity!
I've traded SRSR in the past but I don't currently hold a position. I do love to play some of the pennies simply due to the risk/reward aspect. I tried to get DPTR this morning but to no avail.
What are you liking today?
Looks like our BCSI broke $28 today :)
Homework for you - Take a look in your spare time at FTK, ACAS, and CRZO also on the big boards and check the charts over the last 5 years or so.
ON the OTCBB/Pink don't overlook some junior miners specifically - for example SRSR, SGCP, and something like NBRI ( very low float and trades like a stock on the big boards plus it is a fully reporting OTCBB stock )The Charts on these small tykes are pretty much worthless although there are a slew of technical ANALysts that swear by the charts.
All of these should do better than most, not only in the near term ( next 45 days ) but especially over the next nine months plus.
At least we appear to have a quiet corner of this busy over - talkative world where one can have a simple and sane conversation.
Best of Luck to you in your endeavors.
I don't post much anymore, I prefer spending my time playing the stock casinos ( and I don't like gambling ).....but I am busy with this stuff pretty much full time.....
:)
I know what you mean. The penny boards can be dog eat dog, so I'm mostly avoiding them. Plus there seems to be some decent bargains among the listed stocks.
Thanks for the warm welcome, I'm going to make you a favorite. I'm praying Blue Coat continues to grow!
Glad to see you here " V ",
I almost feel like Robinson Crusoe now that " Friday " showed up on our little island ......
At least I now know I'm not just talking to myself, although on many of the other IHub boards... that's almost preferable....
somewhat uncivilized folks roam through those other halls.
:)
You were correct...we all got another buying opportunity when it slipped to the mid $26's.
I was able to take advantage of that opportunity. Hopefully we're now headed in the right direction; Three green days in a row.
Btw, nice information box.
Earnings Report for the 3rd qtr yesterday indicated a relatively flat 3rd quarter in revenues ( a 2% increase over the 2nd quarter ) and a relatively flat net income of $ 12.1 million for the 3rd quarter versus $ 12 million for the 2nd quarter.
Cash flow however jumped from $ 22.9 million in the second qtr. to $ 59.2 million in the 3rd.
Since their guidance was relatively weak for the 4th qtr, I would expect a number of ninnies to jump ship and beat the share price down today as usual on this type of result.
The flip side......a buying opportunity after they beat it up.
Nothing like another day and a case of the clueless looking at some Techies.
F5 reported 1stQ revenues up 41% @ $ 269 mil with earnings of 88 cents per share....ANALysts expected $271 mil with earnings 83 cents......2nd Q expectations by the company of approx $ 275 mil to $ 280 mil with EPS of 84 to 86 cents.....ANALysts looking for $ 281 mil and 85 cents per share.....
so what happens..........
F5 gets knocked down over 20% in the first hour of trading, and some others in the same sector take a severe hit also.............
BCSI down about 7.91 % in the first hour and fifteen minutes of trading......
The silver lining.......that's when you take advantage of the Herd mentality ! Good Hunting !
Mike Borman, Pres. & CEO of Blue Coat will be at the 13th Annual Needham Growth Stock Conference in New York on January 12th, 2011
Live webcasts will be available as per info from BCSI.
Decent 3% plus upward move on a dreary day today.
Oh well ........ some days are better than others.
Down 1.7% ( 54 cents ) on a slow day with low volume .
It was a good day to update the IBox anyhow.
I added basic company info to Ibox today to save folks some DD time ( i.e. Blue Coat Corporate Fact Sheet )
As I said yesterday, " manana is another day "......a light breeze at our back today added another $ .53 per share ( up 1.77% ), to close at $ 30.44 per share......and that was in a market doing a sidestep all day.
We passed the ' mean ' estimate of the ANALysts, and with a little bit of luck we should pass their $ 32 ( high estimate ) per share target by yearend and blow their estimates for the next year out of the water as usual.
UBS initiated a ' Buy ' on BCSI as of 12/14/2010.
General Analyst Consensus appears to be a target of $ 30 with a high target of $ 32.
Looking at the track record of these analysts over the last seven years, they have underestimated the volatility of BCSI consistently.....and that's the only thing they have been consistent with.
Network Security is an ever increasing necessity in this day and age. BCSI has been one of any number of takeover rumor targets recently.......
Some key factors to consider in looking at BCSI.....
O/S - 43.19 million shares and ( low float provides relatively high trading volatility )
Float - 42.1 million
The Company has a market cap of $ 1.29 Billion
Growth rate for the past five years has been 34.75 %
Can't believe no one is paying attention to this puppy.....guess they're all too busy losing their shirts in the Pinkie world.
Today this lady looked like the same one I knew well a few years ago...up $ 2.20 ( 7.94% ) for the day......most I've seen this one move is over $ 7.00 per share in a day.
Today HOD was 29.97 and looked like we could push through the 30 marker with a light breeze....well......manana is another day !
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Corporate Info : Stock Symbol - NASDAQ BCSI ( NASDAQ Global Select Market tier is the highest level for companies listed on NASDAQ based upon measures including market value, liquidity, and earnings )
Employees : More than 1250 employees worldwide
Customers : 15,000 customers in more than 150 countries / 88% of the FORTUNE Global 500 / the 100 largest companies in the world / 96 of the 100 largest companies in the U.S.
Product Innovation : 185 Patents issued and pending
Revenue : FY10 - $ 496 million ( May - April ) Q4 10 - $ 133 Million Q1 11 - $ 122.5 million Fiscal Year : May through April ( 1st Qtr - May/June/July / 2nd Qtr - Aug/Sept/Oct / etc. )
Management :
Mike Borman - President, Chief ExecutiveOfficer and Board Member. Gordon Brooks - Senior Vice President and Chief Financial Officer . Brian NeSmith - Chief Product Officer and Board Member
History :
1996 - Incorporated as CacheFlow
1999 - Initial Public Offering November 1999 ( 3rd most successful IPO in the history of Silicon Valley )
2000 - Entera Acquisition
2002 - CacheFlow becomes Blue Coat Systems ( August 2002 )
2003 - Ositis Software Inc. Acquisition
2004 - Cerberian, Inc. Acquisition
2006 - Permeo Technologies Acquisition and NetCache ( Assets from Network Appliance )
2008 - Packeteer, Inc. Acquisition
2010 - S7 Software Acquisition
Industry Recognition : Positioned in Leader's Quadrant of the Gartner Magic Quadrant for WAN Optimization Controllers 2009 ( June 2009 )
Positioned in Leader's Quadrant of the Gartner Magic Quadrant for Secure Web Gateway 2010 ( January 2010 )
Market Leader in Wan Application Delivery for 2009 . IDC
Market Leader in Content Security Gateway Appliances for 14 quarters, Infonetics Research Q2 2010
Products :
Secure Web Gateway : ProxySG* appliances - Flexible policy control over WEB content, users, applications and protocols
ProxyAV appliances - Full inline malware detection at the WEB gateway without compromising network performance
WebFilter - Web categorization of Web 2.0 content, social networking and rich media as well as malware, phishing and other malicious content
ProxyClient software - Web security for remote workers
DLP appliance - Comprehensive Detection and prevention of data leaks for risk mitigation and regulatory compliance
WAN Optimization : ProxySG Appliances - Application acceleration and video optimization across the WAN
ProxySG Virtual Appliances - WAN optimization on industry standard servers for branch offices
ProxyClient Software - Application acceleration for remote workers
Application Traffic Management : PacketShaper appliances - Identification and control of critical applications and content to assure performance and mitigate the impact of undesirable traffic
Carriers : CacheFlow appliances - Carrier-grade caching designed to save up to 50% on bandwidth and backhaul traffic while accelerating
the end-user Web experience
Support and Engineering Centers : 24/7 " Follow the Sun " Model Global support with 6 support centers
5 R&D centers around the world
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