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Chris Tarbert's  Instablog

Chris Tarbert
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Mr. Tarbert is in a senior management position at a mid size telecommunications company. An active trader for over 20 years, he is bullish on broadband stocks.
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  • CLFD - Russell 2000

    As we enter Clearfield's strong seasonality period after a harsh winter, I'm eying the upcoming Russell 2000 reconstitution milestones. Eight trading days left until the stock is evaluated for the reconstitution and it looks like they will make it with no problem. The preliminary additions and deletions list will be published on 6/13 with final reconstitution on 6/27. Anyone who follows the stock knows how tight the float is. I could be wrong but I wouldn't be surprised to see the stock move upward from here as funds forced to buy in start front running Clearfield's inclusion. Chart is begging for a catalyst to carry it forward. Insider buying is still very bullish.

    Disclosure: I am long CLFD.

    Tags: CLFD
    May 19 5:17 PM | Link | 1 Comment
  • Big Overhang Just Came Off Ruckus Wireless

    Looks like Sequoia Capital just finished up getting their position out. Chart looks interesting with a potential golden cross coming in the near turn. Ruckus has a lot of high profile projects coming to fruition this summer. Worth a look .....

    Disclosure: I am long RKUS.

    Tags: RKUS
    Feb 28 12:56 PM | Link | 4 Comments
  • Clearfield Company Blogs Deliver Some Big Clues

    Clearfield may not be that active with press releases but there are certainly some gems in their company blogs. The one below alludes to being in with top companies like Google and Intel ...

    "Cabling - it's all we do and we take it seriously. Whether it's a custom cabling solution that integrates with technologies for the world's most demanding semi-conductor manufacturer or the data center for one of the internet's top search engine companies, Clearfield takes your cabling requirements personally."

    Next earnings report should be very interesting.

    Disclosure: I am long CLFD.

    Tags: CLFD
    Oct 22 10:23 AM | Link | Comment!
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