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Long-term Revolution Investments and Real-time Trades from Cody Willard


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fnsr

I was hoping for a bigger hit in Ciena t…

March 9, 2011 by Cody Willard

I was hoping for a bigger hit in Ciena this morning so I could buy more and lower my cost basis by 7% or more, had the stock been down double digits, as I would have bought twice as much today as I bought yesterday, which would have brought my total position in Ciena up to about 30% of the total position I expect to own. Instead, the stock is down just about 4% right now at … [Read more...] about I was hoping for a bigger hit in Ciena t…

Ciena will likely be down…

March 8, 2011 by Cody Willard

Ciena will likely be down 5% or more early tomorrow morning after one of its suppliers, FNSR, just blew up after hours by guiding estimates for next quarter's sales and earnings down big time. I bought 1/10 of how much I'll eventually want to own and will probably by another 1/10 slug tomorrow and perhaps again the next day depending on price. More tomorrow. Good night. … [Read more...] about Ciena will likely be down…

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Disclosure: The firm in which Willard is a partner and/or Mr. Willard has positions in some of the stocks mentioned on this site although positions can change at any time and without notice.

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