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Trade Alert: One nibble, one trim, one sell

February 6, 2019 by Cody Willard Leave a Comment

A few earnings updates and trades to alert you about.

VIAV results were very strong, guidance looks pretty fine. 5G is the growth engine there and the stock remains cheap if the 5G growth continues to accelerate as I expect it will. I’m adding another tranche of this one today today and probably a little more early next week. Consider this another buy Trade Alert on VIAV. I will leave room to add more to it in coming weeks.

SNAP results show it’s going to live to fight another year or decade.

Snapchat’s annual revenue:

  • 2018: $1.18 billion
  • 2017: $824.9 million
  • 2016: $404.5 million
  • 2015: $58.7 million
  • 2014: $3.1 million

I trimmed a tiny bit of SNAP common today and sold a few call of the options in the hedge fund that I have. Will hold it mostly steady for now.

CALX was not good, not terrible like say ARLO (did you guys see that one?). But I’ve long said that this is a binary outcome kind of stock and that we should keep it small because of that. I’m not going to rush out of it all at once, but as most other 5G suppliers are reporting strong growth and CALX missed, it’s probably time to move on from this one in coming days. Consider this the Trade Alert to close out Calix from our portfolio. 

 

Related posts:

Trade Alert - A euphoric tech sell and a disciplined but embarrassing buy
The un-Trade Alert
Trade Alert - Lights, printing, and puts
Trade Alert: Out of $GTAT with profits PLUS How to profit from Samsung's decline
Trade Alert and Latest Positions: Analysis, ratings plus other ideas
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Filed Under: Trade Alert

Disclosure: At the time of publication, the firm in which Willard is a partner and/or Mr. Willard had positions in some of the stocks mentioned above although positions can change at any time and without notice.

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This does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or cryptocurrency or token any other product or service by Cody Willard or any other third party. Furthermore, nothing in this is intended to provide tax, legal, or investment advice and nothing in this should be construed as a recommendation to buy, sell, or hold any investment or security or cryptocurrency or token or to engage in any investment strategy or transaction. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.

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