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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: w0z who wrote (1416)	6/13/2014 10:23:55 AM
From: Kirk ©	Respond to of 26570

Here is the report for anyone looking FNSR Finisar Announces Seventh Consecutive Quarter of Revenue Growth and FY14 Annual Revenue Growth of 24% (Marketwire) "I am pleased to report that fourth quarter revenues were $306.0 million, and annual fiscal 2014 revenues were $1,156.8 million, both new all-time records for Finisar. Quarterly revenues increased by $12.0 million, or 4.1%, over the third fiscal quarter and $62.6 million, or 25.7%, over the fourth fiscal quarter of the prior year. Quarterly revenues grew for the seventh consecutive quarter. Annual revenues increased by $222.5 million, or 23.8%, over the prior fiscal year," said Jerry Rawls, Finisar's executive Chairman of the Board. "Demand for transceivers operating at 10Gb/s and faster continued to be strong during the quarter. Demand was also strong for our transceivers for LTE wireless applications. We continue to develop and release new products, which we expect will enable Finisar to expand our market share and continue to grow revenue," said Eitan Gertel, Finisar's Chief Executive Officer You have to chuckle at how much Cramer the clown loves HP after a double and how he pissed all over HPQ when it was under $15... now he likes HP and Intel and had a few negative things to say about Finisar this AM when the market opened. He also said Michael Dell should bring Dell public again now for an easy double... Funny, but with the Intel upgrade and Finisar miss, they are about equal wt now in my portfolio with AMAT and FDX close by. Lam would probably be #1 now had I not just taken profits. It sure is a "new age internet portfolio."

To: w0z who wrote (1416)

11/5/2014 12:18:44 PM

From: Kirk ©

Respond to of 26570

Nice Fool article about FNSR

Why Finisar Corporation Stock Fumbled 30% in 2014

Why Finisar could rise again
Despite the murky near-term outlook, investors should remember that Finisar's top customers include networking giants Cisco (NASDAQ: CSCO ) and Ciena (NYSE: CIEN ) , and that the fiber optic upgrade cycle can result in seasonal slowdowns in revenue and earnings growth. As 4G LTE networks expand and wireless providers order more networking equipment from companies like Cisco and Ciena, demand will trickle down and boost sales of Finisar's fiber optic components. For now, the stock is trading at bargain basement prices based on its sales and earnings multiples:

Mkt. Cap

Trailing P/E

Forward P/E

PEG Ratio

P/S

P/B

$1.68B

17.33

11.48

0.82

1.37

1.59

Source: Yahoo Finance, Nov. 4

Finisar's current P/E of 17 sits at a three year low, while its PEG ratio of 0.82 suggests that it is undervalued based on forward earnings estimates. Of course, value stocks like Finisar will remain on sale until its current problems can be cleared up.

I like how they recommend Cisco not this "value stock."

Leo Sun has no position in any stocks mentioned. The Motley Fool recommends Cisco Systems.

I don't follow the MF portfolios so I don't know if they are like Cramer and get all excited about companies AFTER they double or triple...