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Josh Franklin

 
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  • 4 Reasons To Short Lakeland Industries [View article]
    Watch OBCI for next ebola stock - profitable and only 3 mill shares in float
    Oct 16, 2014. 11:49 AM | Likes Like |Link to Comment
  • Fidelity Owns The UC Sector: Could AudioCodes Be Next? [View article]
    I believe, business is good - revs in line and eps in line and maybe 20 engineers on board this qtr( not a bad thing at these levels). Buyback is actively engaged probably taking 300-400k shares out this qtr. The new one should be in place by earnings call(10 million).

    The short squeeze will come on outlook as business is strong (40 mill my guess) and eps will be at least .07cts up to .10cts for the qtr. No reason to stay short here.

    Once earnings date is announced the thoughts of a bad qtr will be done on a whole. Then its valuation and its cheap.
    Sep 30, 2014. 01:15 PM | Likes Like |Link to Comment
  • Fidelity Owns The UC Sector: Could AudioCodes Be Next? [View article]

    The Shekel is weaker at 3.69 - that number will actually cut more than 1.5 million in op next qtr. Big positive .03-04cts

    New hires - positive if you didn't buy for a quick trade. More new engineers the more likelihood of new products which opens markets to this small cap company.

    The grant will fund the new hires this qtr hence probably add to cash flow for the qtr hence fund the buyback.

    Q4 seasonally stronger.

    Valuation is cheap and has discounted something bad in the stock, but its not the company that's bad imo. it may be a small tidbit but not something permanent by any means.

    cash = 2.04 per share; I bet when the company announces earnings they acquired 300-350k shares since August 8 or 9th(that takes the offering down to 3.7 million shares); Liberty and Comcast have started something very big and real in VoWiFi and I believe Liberty with that news woke up their consumers to sign up to VMAS in better numbers and more deals will come from this one; service revs will be 40 million+ next year with 75% gms, this business alone can be sold for 120 million since its growing at 20%; One Box and E-SBCs are strong new products; Routers are selling thru too.....

    I personally believe the market has basically priced a lot of bad news into the price. maybe 4.50 low but that's ridiculous with the shekel where its at. This is .30-.35cts in eps company next year - .40-.45 if I ran it:)
    Sep 29, 2014. 05:02 PM | 1 Like Like |Link to Comment
  • Fidelity Owns The UC Sector: Could AudioCodes Be Next? [View article]
    Shekel 3.69 bodes super well for Q4 - the company is setting up a great R&D team for cloud & mobility.
    Sep 29, 2014. 04:11 PM | 1 Like Like |Link to Comment
  • Fidelity Owns The UC Sector: Could AudioCodes Be Next? [View article]
    more shares accumulated under buy back program.
    Sep 29, 2014. 12:54 PM | 1 Like Like |Link to Comment
  • Fidelity Owns The UC Sector: Could AudioCodes Be Next? [View article]
    If Audc would miss revenues, which I do not think they'll miss on revs, the stock is putting in more than a miss at this point. Nothing can be that bad and its done on super light volume which tends to lead to only one person knows something or a big reversal is coming post a capitulation.

    I wouldn't doubt the company getting another 20 new engineers on board so the new cloud and mobile products come on line in 2015. Currency has softened the 1.5 million hit in op ex headwind by 500k by my guess work. July didn't help, August was a slight favor by 100k and September is at ytd highs getting us 400k-500k savings. Now Shabtai could use that and beat by a penny or use that and add more engineers to make the brand stronger going into a seasonally strong q4.

    Im frustrated too more than you know. But Audc is getting stronger by the month.

    To trade at .78 times revs less cash to SONS 2.40 is crazy. SONS was the company that guided revs down in q3 vs ours being guided up by 700k and our eps guided up too. The RSI is 25 which is 6 points away from the low it hit in August making a double bottom. at 4.50 its .68 times and this is just over done even if there was bad news. The sector is good and our products are selling.

    Sonus is making .07-.09 cents all year we made .07cts already and have two qtrs. to go. We had .07cts of currency headwinds losses and another .01-.02 cts in new hire losses too. We lost what they'll make from growth initiatives and a weak dollar. The currency is back to our favor - positive. Have you read that the strong dollar is feared too hurt US nationals? Not us. Our head count has to reach 100 - that's probably closer to being behind us than in front of us post q3. That puts new products that much closer to being launched too. remember the grant funds 2/3 of the highers.

    I'm frustrated and I have spewed my anger at the heads but at the end of the day the shares should not be here and maybe the company and Rima want our shares to retool for the growth to come.

    Did you see the chart on audiocodes twitter page ? over 6 billion devices are going to be WebRTC ready by 2019. That will spur enterprise growth.

    Sorry for the small cap weakness and the BS from the company to suck shares up.

    750k short here(1.8%) which is a very low level on a comparable basis(10%-20% is usually high), is reckless with a buy back in place and trading at the levels indicated.

    I believe it was one seller and it was forced selling and since it was near the recent low it started other selling. Things aren't bad in the industry and no one person makes things that bad. This is over done here. VoIP and mobile (liberty is gaining traction for AUDC post Liberty Comcast deal) are exciting and growing. This stuff is much bigger than one person. MSFT, BSFT, Avaya, ININ, Genesis, BT, DT, AT&T etc.... are their partners and UC is growing. Think on that and then you make the decision.

    I got a hunch here and I don't think its negative I think its a cheap company no matter how you slice it that has big growth opp in front of them e.g. webrtc devices, global wifi networks, national wifi networks and UC systems. Especially when it trades at 2x cash, 1.25 revs, .78 revs less cash, 1.50 time Book value.
    Sep 28, 2014. 08:08 PM | 2 Likes Like |Link to Comment
  • Ceragon Networks: 8 Reasons To Buy This Undervalued $2 Tech Stock Which Has Potential Upside To $8 [View article]
    another Israeli name

    http://bit.ly/1C5BhMF
    Sep 22, 2014. 02:22 PM | Likes Like |Link to Comment
  • Sonus Shares Plunging On Disappointing Guidance [View article]
    Audiocodes http://bit.ly/1C5BhMF
    Sep 22, 2014. 02:21 PM | Likes Like |Link to Comment
  • 2 Takeover Targets For 2014 [View article]
    http://bit.ly/1C5BhMF

    new article on audc
    Sep 22, 2014. 02:13 PM | 1 Like Like |Link to Comment
  • AudioCodes: Positioned To Become Over-The-Top In An Over-The-Top World [View article]
    new article

    http://bit.ly/1C5BhMF
    Sep 22, 2014. 02:13 PM | Likes Like |Link to Comment
  • AudioCodes: Google, WhatsUpp? [View article]
    New update:

    http://bit.ly/1C5BhMF
    Sep 22, 2014. 02:12 PM | Likes Like |Link to Comment
  • Fidelity Owns The UC Sector: Could AudioCodes Be Next? [View article]
    another article to keep you updated:

    http://bit.ly/1C5BhMF
    Sep 22, 2014. 02:11 PM | 1 Like Like |Link to Comment
  • Trading Call Update: Still Long Sonus Networks And AudioCodes [View article]
    http://bit.ly/1C5BhMF
    Sep 22, 2014. 02:11 PM | Likes Like |Link to Comment
  • Fidelity Owns The UC Sector: Could AudioCodes Be Next? [View article]
    Im long term on over half my shares and ready to get long term on more every month - AUDC has had no bad news on a med to long term horizon and VoWiFi is becoming a reality with the Liberty/Comcast deal. Eventually, AUDC will be needed and it'll be awarded big contracts for HD VoIP mobility calls that do not drop via an OTT call on a recurring basis.

    The buyers are days, weeks away not months and the valuation is stupid.

    .42 cents next yr for eps .21-.22 this yr - 100% eps growth or close too
    Sep 19, 2014. 03:12 PM | 1 Like Like |Link to Comment
  • Fidelity Owns The UC Sector: Could AudioCodes Be Next? [View article]
    Audc is ready to over deliver. The FX issues are almost behind us and I see q4 being 38.5-38.7 and .06-.07 cts. But I see audc at 40.7-41.0 million for q4 and .09-.11 cts.

    Mobility is picking up steam and is table ready for 2015. I'm finally super excited. This has been a terrible 6 month but the news from audc hasn't been terrible during the 6 mos to warrant 50% hair cut. fx and adding new engineers is not the business is falling apart.

    The FX issus at 3.65 from 3.42 is amazing and its not reflective. The op ex is an area the company wants to keep tight and show wall st theyre ready.

    Bullish as ever and confident that this basing pattern will prove positive once one institutional funds picks up what im talking about here.

    I hate being a broken record and I apologize for it but im long term here and im confident this is a great place to invest for the next 3-9 months. 10-15 target. I did more research.
    Sep 18, 2014. 04:30 PM | 2 Likes Like |Link to Comment
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