oologah’s Activity

Yesterday

Million Dollar Portfolio Boards Post

oologah replied to the Million Dollar Portfolio boards. 9:51 PM

Million Dollar Portfolio Boards Post

oologah replied to the Million Dollar Portfolio boards. 12:20 PM

Thu Apr 28

NL

Boards Post

oologah replied to the Saul's Investing Discussions board. 3:33 PM

Re: All you need to know about INFN results

creelon I see it the same way, I don't see this as a story stock. This company is increasing revenue, increasing cash flow, and increasing cash.
They are growing market share. My only complaint is that the seem to have very high operating [more]

NL

Boards Post

oologah replied to the Saul's Investing Discussions board. 11:16 AM

Re: INFN vs. Market

KC I simply don't know what to think at this point.
We have seen a number of analysts with price targets in the twenties, and now, just like that the price is hitting all time lows.
Were the analysts wrong then, are they wrong now? I have no [more]

NL

Boards Post

oologah replied to the Saul's Investing Discussions board. 10:29 AM

Re: All you need to know about INFN results

Just finished reading the transcript and this from Brad Feller is what I was hoping to hear. Near the end of the call he said:

It's critical that we get out the next generation technology so as I mentioned, we'll stick to the 20% of [more]

Wed Apr 27

NL

Boards Post

oologah replied to the Saul's Investing Discussions board. 6:02 PM

Re: All you need to know about INFN results

Snark is forgiven Monkey, I share your frustration.
As I pointed out in an earlier post, this might have been a good time to focus on cost control at INFN. Revenue up 31 percent from 1st Q last year and General Selling, Admin and Marketing up 41 [more]

NL

Boards Post

oologah replied to the Saul's Investing Discussions board. 5:48 PM

Re: Infinera posts Q1 results

What is beginning to trouble me is the fact that their marketing cost and admin cost are rising faster than revenue. If that is temporary that's fine but, as an example, in this quarter revenue is up 31 percent from the same quarter last year, [more]

Fri Apr 22

NL

Boards Post

oologah replied to the Saul's Investing Discussions board. 5:57 PM

Re: INFN: gross margin and operating margin

INFN has said repeatedly that they intend to commit 20 percent to R & D, so with a 50 gross margin and an additional 20 gone to R & D you are left working, obviously, with 30 percent from which must come general selling and admin. etc. So to [more]

Thu Apr 21

NL

Boards Post

oologah replied to the Saul's Investing Discussions board. 10:18 AM

Re: Antidote to Kevin

Kevin I want to encourage you to keep posting, I feel like I understand INFN better than any company I own and that is thanks to all your hard work. As I have said many times before INFN is my largest holding, thanks to you and gledmo and others I [more]

Million Dollar Portfolio Boards Post

oologah replied to the Million Dollar Portfolio boards. 9:36 AM

Thu Apr 14

Million Dollar Portfolio Boards Post

oologah replied to the Million Dollar Portfolio boards. 11:15 AM

Mon Apr 11

NL

Boards Post

oologah replied to the Saul's Investing Discussions board. 11:01 AM

Re: Facebook "crisis"

I do not use facebook either so my information is also anecdotal.
My three daughters, between the ages of 36 and 49 have commented several times in the past few months that they just don't use it like they did. It just takes too much time to stay [more]

Sat Apr 9

NL

Boards Post

oologah replied to the Saul's Investing Discussions board. 1:11 PM

Re: My apology

Frank I didn't see the post but agree very much with Earthshine123.
On a positive note, I think we read so much from many of the folks on the boards that we really do feel like we are friends, and friends tend to share the good and the bad and [more]

Mon Mar 28

Million Dollar Portfolio Boards Post

oologah replied to the Million Dollar Portfolio boards. 12:11 PM

Wed Mar 9

NL

Boards Post

oologah replied to the Saul's Investing Discussions board. 11:59 AM

Re: Why Skyworks is falling...

Something certainly doesn't seem right, when the company is saying, "look at our complex solutions for the Galaxy 7" and the tear down geeks are saying there are no solutions, complex or otherwise in the Galaxy 7.
I would sure like to [more]

NL

Boards Post

oologah replied to the Saul's Investing Discussions board. 9:54 AM

Re: Infinera - Mobile Fronthaul Announcement

Kevin let me echo what foodles (AKA Noodles) said.
I feel, at times that I should be paying you for all the work you do covering INFN.
I do wish, however, that the payoff from 8 years of owning this company would start moving forward a little [more]

Tue Mar 8

NL

Boards Post

oologah replied to the Saul's Investing Discussions board. 4:49 PM

Re: What's with Infinera again?

Zangwei:
Looks like it is the ever popular "other" that is loosing out. But one way to look at this chart,(if this chart is correct) would be that the big four increased their market share by about 5 percent, and INFN increased their [more]

Thu Mar 3

Million Dollar Portfolio Boards Post

oologah replied to the Million Dollar Portfolio boards. 9:42 AM

Fri Feb 12

Million Dollar Portfolio Boards Post

oologah replied to the Million Dollar Portfolio boards. 10:39 PM

Million Dollar Portfolio Boards Post

oologah replied to the Million Dollar Portfolio boards. 8:20 PM

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CAPS Player Rating 30.68
Player Rank 51885 out of 74850
Score -114.18
Score Change Today +0.39
Accuracy 25.00%
Active Picks 7
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Average Score per Pick -7.14
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Boards Stats & Trivia

Two stars, 250 posts Old School Fool
Board Posts 483
Recs Received 908
People who have rec'd these posts 436
Recs to Posts Ratio (last 30 days) 6.50
Threads Started 22
Threads Started Percentage 4.55 %
Most Frequent Board Saul's Investing Discussions
Very First Post A HG: Introduce Yourself post. (2/2/2007)
Percentage of Posts Rec'd 48.65 %
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