oologah’s Activity

Thu Jul 14

NL

Boards Post

oologah replied to the Real Estate Inv. Trusts: REITs board. 10:15 AM

Re: OT: Yahoo Finance Redesigned

bhpo thanks, I hate adding energy to the dark force, but the site is very clean, and seems to be better than the video hell of Yahoo and Fox.
Mike

NL

Boards Post

oologah replied to the Real Estate Inv. Trusts: REITs board. 10:04 AM

Re: OT: Yahoo Finance Redesigned

Add my voice to the complaint list. I know others will say we are just a bunch of grumps and don't like change, but to me it is more of, "if it ain't broke why fix it". My bank recently did the same thing. The web site was unchanged [more]

Wed Jun 29

NL

Boards Post

oologah replied to the Saul's Investing Discussions board. 1:31 PM

Re: INFN: A couple of metro updates

As usual a very informative post Kevin.
I am still sticking with INFN and it is still my largest holding even after this past 12 month pasting.
My basis is so low that I am still very much in the green, so I will just sit on it and see what [more]

Tue Jun 28

Million Dollar Portfolio Boards Post

oologah replied to the Million Dollar Portfolio boards. 10:12 AM

Mon Jun 27

NL

Boards Post

oologah replied to the Saul's Investing Discussions board. 12:32 PM

Re: Re-vote Brexit

I see no evidence that educated and informed people , even brilliant ones, vote any more sensibly than ordinary working people.

I agree mauser. There seems to be an assumption on this board that the exit was so clearly a mistake that [more]

Tue Jun 21

Million Dollar Portfolio Boards Post

oologah replied to the Million Dollar Portfolio boards. 11:51 AM

Thu Jun 16

NL

Boards Post

oologah replied to the Saul's Investing Discussions board. 3:39 PM

Re: TMF Cadillac in the Tesla Age

Another question, why, since yesterday when I first read the OP on this thread, have I seen about 12 Cadillac's and not one stinking Tesla.
In fact I have never seen a real Tesla, what's up with that? Cadillac in a Tesla world, that's [more]

Wed Jun 1

Million Dollar Portfolio Boards Post

oologah replied to the Million Dollar Portfolio boards. 2:31 PM

Tue May 3

NL

Boards Post

oologah replied to the Saul's Investing Discussions board. 2:06 PM

Re: INFN 1Q16 Earnings and Analysis

Bob that was an outstanding analysis, in my opinion.
In regard to OpEx I think, for me, it was a case of clearly seeing the forest but not the trees and you helped a great deal in identifying some of the trees that go into making up that [more]

Mon May 2

NL

Boards Post

oologah replied to the Saul's Investing Discussions board. 7:59 PM

Re: Infn Q1 2016

Very helpful Andy and gives me a clearer understanding of the op ex. I was just lumping INFN in with virtually every company I follow and you are right I should compare it only to others in the same industry.
Eight years and counting, and I know [more]

NL

Boards Post

oologah replied to the Saul's Investing Discussions board. 6:49 PM

Re: test

DatabaseBob, very informative thanks. I am looking forward to you posting your analysis.
Mike

NL

Boards Post

oologah replied to the Saul's Investing Discussions board. 4:32 PM

Re: Infn Q1 2016

Thanks Mike for the reply, much appreciated.

NL

Boards Post

oologah replied to the Saul's Investing Discussions board. 11:56 AM

Re: Infn Q1 2016

Great post Andy, thanks.
I have been beating the drum lately about operating expenses so I was wondering what you are thinking there. R & D needs to stay up, I understand that, and management has said often they will keep the investment up [more]

Fri Apr 29

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]

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Two stars, 250 posts Old School Fool
Board Posts 496
Recs Received 933
People who have rec'd these posts 442
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Very First Post A HG: Introduce Yourself post. (2/2/2007)
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