Ciena Corp

  • These Stocks Stepped on the Gas in Q2 and Should Get Better

    By Harsh Chauhan - July 6, 2013 | Tickers: CIEN, FNSR, JDSU

    When 2013 began, there were a few stocks that I had tipped for success. At the end of the first calendar quarter, I reviewed my calls and found that they were, well, not exactly where I wanted them to be. However, the stock market is not a short-term game and there were a few solid reasons why I’d expected these stocks to succeed this year and in the future more »

  • Be Prepared, a Crucial Week Is Coming up for This Company

    By Harsh Chauhan - July 3, 2013 | Tickers: ADTN, T, CIEN

    Shares of telecom gear maker ADTRAN (NASDAQ: ADTN) have been on a roll this year, appreciating a tad more than 30% so far. The signs that the company would do well were clearly evident late last year, but the journey this year has had its share of potholes. Earlier this year, it looked as if ADTRAN would fail to capitalize on telecom spending and deployment of faster networks, and as more »

  • 1 Stock That Should Help You Beat the Market

    By Harsh Chauhan - June 27, 2013 | Tickers: CIEN, CSCO, FNSR

    Last week, optical networking component supplier Finisar (NASDAQ: FNSR) set the Street on fire after its fourth-quarter results overwhelmed everyone. But, for anyone who was paying close attention to the sector, Finisar’s terrific results wouldn’t have come as a surprise as the fiber-optic sector is on a roll and Finisar is doing its best to ride the optimism in telecom and data centers.

    Thus, the stock’s appreciation more »

  • Do Ciena's Results Mean its Time to Buy Telco?

    By Lee Samaha - June 14, 2013 | Tickers: T, CIEN, FFIV, VZ

    It would probably be an understatement to say that it has been a difficult earnings season for companies selling into the telco service providers. After hopes of a second half recovery in 2012 were dashed by a second half slowdown the idea was that pick-up would be pushed into 2013. So far it hasn’t worked out like that. Indeed a host of companies have warned and lowered guidance and more »

  • Will This Stock Spring Back to Life Next Week?

    By Harsh Chauhan - June 11, 2013 | Tickers: T, CIEN, FNSR

    Companies plying their trade in the optical networking industry burst into life last week after Ciena (NASDAQ: CIEN) posted results that took everyone by surprise. Suppliers of optical networking components have trended higher since Ciena released its results, and as such, I won’t be surprised if Finisar (NASDAQ: FNSR) steps on the gas next week (on June 19) when it releases its fourth-quarter results.

    The stock is down around more »

  • Telecom Equipment Providers in Focus

    By Damon Churchwell - June 11, 2013 | Tickers: CIEN, CSCO, JDSU, QCOM

    The April-quarter results released by telecom-equipment provider Ciena (NASDAQ: CIEN) were impressive only when compared with its prior-year numbers. It lost $0.27 a share, while revenues jumped 6%. Nevertheless, management's guidance for third-quarter revenues in the $515 million to $545 million range, versus $508 million in the April quarter, propelled the shares to a solid double-digit gain. This showing encouraged investors like myself that the sector, one of more »

  • Telecom Equipment Stocks Look to Follow This Massive Quarterly Beat

    By Brian Nichols - June 9, 2013 | Tickers: ALU, T, CIEN

    There is perhaps no industry that is more difficult to assess than the telecom equipment space. It seems like every time you think the industry is moving in the right direction, something happens to knock the industry down. With that said, we can’t deny the incredible quarterly performance of Ciena Corporation (NASDAQ: CIEN), and if the company is right, it could be an exciting six months for others more »

  • Two Losers and One Winner in the Networking Industry

    By Leo Sun - June 8, 2013 | Tickers: ARUN, CIEN, CSCO, PANW

    The networking equipment industry has been a tough one to navigate this past year. Investors who have been following this market should have noticed several major trends by now - a heavy dependence on government, telecom and enterprise spending, a brutal pricing war, and a revelation that in tough times, leaner businesses fare better. It’s often difficult for these companies, which offer a wide variety of products, such as switches more »

  • This Company Proved Analysts Wrong, Once Again

    By Harsh Chauhan - June 7, 2013 | Tickers: T, CIEN, JDSU

    When communications equipment maker Ciena (NASDAQ: CIEN) released its second-quarter results, one thing became very clear -- the company is indeed ahead of the rest in its industry. Management stated during the first-quarter conference call three months ago that the company’s competitive strengths have kept it ahead of the pack, and that was proved when it released its latest results.

    Surprise, surprise!

    Ciena surprised the Street with adjusted earnings of more »

  • Judgment Day Is Coming for This Company

    By Harsh Chauhan - June 5, 2013 | Tickers: ADTN, CIEN, JDSU

    It’s been an indifferent year for communications equipment maker Ciena (NASDAQ: CIEN) so far, with the stock gaining just around 10% and underperforming the NASDAQ Composite index. This is a far cry from what I’d expected from the stock as an uptick in telco spending was supposed to propel Ciena higher.

    However, even though Ciena had turned in a terrific quarterly report earlier this year, the shares haven more »

  • A Better Networking Investment Than the Big Boys?

    By Matthew Frankel - May 25, 2013 | Tickers: T, CIEN, CSCO, JNPR

    With a solid record of rapidly increasing sales, and very nice growth ahead, Ciena (NASDAQ: CIEN) just landed on my radar.  With the recent gains in the stock market (we seem to be hitting record highs daily), it becomes more important than ever to be extra selective and to hunt out the remaining bargains in the market.  With Ciena still a ways off from its 52-week high, and even further more »

  • A Tech Buy and 2 Sells As the Nasdaq Reaches New Heights

    By Chris Lau - April 16, 2013 | Tickers: AMAT, CIEN, MCHP

    The seemingly unstoppable rise in the Nasdaq Index is disconcerting for bearish investors and for those looking for an entry point. The equal-weighted Nasdaq 100, as measured by the ETF (QQQE) rose again on the week of April 8. The index is now up 15.64% for the year-to-date. How should investors interpret bearish activity? Some of the companies with the largest short interest volume on the Nasdaq index are more »

  • A Tech Buy and 2 Sells As the Nasdaq Reaches New Heights

    By Chris Lau - April 16, 2013 | Tickers: AMAT, CIEN, MCHP

    The seemingly unstoppable rise in the Nasdaq Index is disconcerting for bearish investors and for those looking for an entry point. The equal-weighted Nasdaq 100, as measured by the ETF (QQQE) rose again on the week of April 8. The index is now up 15.64% for the year-to-date. How should investors interpret bearish activity? Some of the companies with the largest short interest volume on the Nasdaq index are more »

  • A Tech Stock Buy and 2 Sells as Nasdaq Reaches New Heights

    By Chris Lau - April 13, 2013 | Tickers: AMAT, CIEN, MCHP

    The seemingly unstoppable rise in the Nasdaq Index is disconcerting for bearish investors and for those looking for an entry point. The equal-weighted Nasdaq 100, as measured by the ETF (QQQE) rose again on the week of April 8. The index is now up 15.64% for the year-to-date. How should investors interpret bearish activity? Some of the companies with the largest short interest volume on the Nasdaq index are more »

  • Billionaire Kerr Neilson’s Small Cap Picks

    By Meena Krishnamsetty - April 7, 2013 | Tickers: CIEN, FWLT, SINA, SOHU, SWC

    We track 13F filings from hedge funds and other notable investors as part of our work researching investment strategies, and one of our findings has been that the most popular small cap stocks among hedge funds outperform the S&P 500 by an average of 18 percentage points per year. We think that this is because small cap stocks receive less attention, and are therefore more likely to be undervalued more »

  • Can These Stocks Bounce Back?

    By Harsh Chauhan - April 6, 2013 | Tickers: CIEN, FNSR, JDSU, XLNX

    Time indeed flies fast. The first quarter of 2013 is already behind us, and it proved to be a great one for the markets. The broader market rally left investors who had their money in the right stocks richer, but, quite naturally, there were some laggards as well.

    In a previous post, I’d discussed a few of my picks whom I’d expected to outperform when the year began more »

  • What I Bought and Sold Last Quarter

    By Lee Samaha - April 3, 2013 | Tickers: BBBY, CIEN, FNSR, PG, COO

    Every month, I like to look back at the quarter’s performance and look at the articles I wrote over the month leading into. It’s a useful discipline, and I think writers have a duty to disclose whether they can actually do what they write about.

    I had a return to form last month with a 10.2% return, which contributed to an 18.9% return for the quarter more »

  • 3 Telecom-Focused Companies Worth Considering

    By Damon Churchwell - March 30, 2013 | Tickers: CIEN, MSI, VIP

    As a continuation of my European Telecoms blog, this posting will start with a look at VimpelCom (NASDAQ: VIP), a Netherlands-based company with substantial mobile operations. Its largest geographical market being Russia, an emerging economy, VimpelCom shares have upside potential, particularly if investors start to take on more risk. Investors have been somewhat cautious with regard to the stock, despite some favorable metrics.

    Secondly, I will return to the telecom more »

  • Billionaire Ken Griffin Gets Bullish On Communications

    By Marshall Hargrave - March 22, 2013 | Tickers: ALU, CIEN, CSCO, JNPR, ERIC

    Billionaire Ken Griffin now owns over 5.17 million shares of one of the most under rated communications companies around, Ciena Corporation (NASDAQ: CIEN). In a filing with the SEC, Griffin disclosed that he and his hedge fund, Citadel Advisors, upped their stake in Ciena by five fold and now owns 5.1% of the company. Ciena, is well positioned in the telecommunications equipment industry to meet the rising demand more »

  • Billionaire Ken Griffin’s Citadel Has Taken a 5.1% Stake in This Tech Stock

    By Meena Krishnamsetty - March 20, 2013 | Tickers: ALU, CIEN, CSCO, JDSU, ERIC

    A 13G filed with the SEC has revealed that Citadel Investment Group, a large hedge fund managed by billionaire Ken Griffin, owns 5.2 million shares of Ciena (NASDAQ: CIEN), a $1.7 billion market cap communications equipment and software company. This comes out to 5.1% of the total shares outstanding. We track quarterly 13F filings from hedge funds such as Citadel as part of our work researching investment more »

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