Cogent Communications Group Inc. (CCOI)

All Comments on CCOI

  • commenter
    mrbill for V
    Aug 19 12:35 PM
    Hedge Fund Tracking: Tremblant Capital [view article]
    ALERT: USER 172125 is V WINNER Reply
  • commenter
    Daniel
    Jacome
    Aug 18 01:33 AM
    My Website
    Hedge Fund Tracking: Tremblant Capital [view article]
    keep up the good work Reply
  • commenter
    User 172125
    Aug 17 04:52 PM
    Hedge Fund Tracking: Tremblant Capital [view article]
    dfjldjfl Reply
  • commenter
    marketfolly
    Aug 15 10:09 AM
    My Website
    Hedge Fund Tracking: Tremblant Capital [view article]
    edward lord clarendon.

    hedge fund 13f filings with the SEC only report LONG holdings. so if they added, they added to their long. if they reduced, they sold off some of their long. they are not required to report short positions.

    kind of common knowledge regardless though, that when funds in general talk about "holdings" they are referring to their longs.     Reply
  • commenter
    T B
    Aug 15 08:35 AM
    Hedge Fund Tracking: Tremblant Capital [view article]
    Having only discovered your site recently I must say I am more impressed with each new article such as Hedge Funds portfolio activity. Also noticing Tremblant's portfolio added to anad position tells me they feel as bullish as I on them but expect perhaps a sprd investment soon at these prices for an obvious solid long term play. Reply
  • commenter
    User 178468
    Aug 15 04:56 AM
    Cogent, Level 3, TW Suffer As Oppenheimer Grows Cautious About 'Emerging Telecom' [view article]
    Just because of some idiot from Oppenheimer, who probably doesn't have a clue other than to justify what he does for a living. It amazes me the power these so called experts have over the stock market. Especially if his family or friends own the stock, one quick way to short the day and make a nice little bundle. The stocks will go right back up the next day.
    Philipt13@aol.com
    Reply
  • commenter
    User 172125
    Aug 14 11:20 PM
    Hedge Fund Tracking: Tremblant Capital [view article]
    I like your post- and it was a great marketing tool to be able to include 50+ symbols- great syndication idea.

    Although I am very pessimistic of 'anonymous' authors- I must say I took a look at your blog and like it very much.

    Yes- it is great to follow what the funds are investing in- the increase in Gafisa was interesting -but not suprised by tremblant or atticus taking big V stakes- and look like they picked up some MA on the correction.

    Interesting posts- and great link setup.......

    Reply
  • commenter
    Saul Sterman
    Jun 19 08:12 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Regarding Huntsman (HUN), see article beneath 2008 chart here:
    www.crossprofit.com/vi...

    As stated in article, no position was taken in this arbitrage. As the title suggests, there were just too many question marks popping up. Upon this last earnings miss, Apollo called a MAC yesterday effectively nullifying the acquisition agreement. There may NOT be a break-up fee though HUN has gone to court!

    HUN should have negotiated a new price tag though the whole scenario is very problematic as certain shareholders already cashed out. This deal looks dead; funeral dance (courts) to follow.

    Saul Sterman
     Reply
  • commenter
    investorsliv
    e
    May 09 10:32 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Markets going to be busy consolidating next week

    these are my plays

    www.investorslive.com/.../     Reply
  • commenter
    nukldrager
    May 09 08:09 AM
    Wall Street Breakfast: Must-Know News [view article]
    Re "home rescue plans in limbo"... Why do we rush with billions of $$$ to aid countries outside the USA, and lollygag when it comes to helping the taxpayers that make the aid possible in the first place??? Is it one of those "follow the money" deals? Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:20 AM
    My Website
    General Discussion on CCOI
    Is this a buy or a sell? Reply
  • commenter
    tech101
    Mar 11 07:54 PM
    XO's Top Line May Grow Faster with Latest Network Upgrade [view article]
    XO has its own national backbone in addition to million miles of metro fiber. That's where most of the CRS-1 are installed so in most cases, no transit is paid at all.

    Then, indeed, "they have numerous revenue-neutral peering agreements" in places. Apparently, with the newly added CRS-1, they increase the numbers of agreements to do more revenue-neutral peering.

    XO is also increasingly working with international carriers that need terminating connections in the States.

    XO, like the popular economical airline JetBlue, always make big killings when they see where they have end-to-end connection with unparellel advantage.     Reply
  • commenter
    Tier-1 is a
    MORON
    Mar 07 02:17 PM
    XO's Top Line May Grow Faster with Latest Network Upgrade [view article]
    WTF are you talking about? XO is not "Tier 1" (revenue neutral peering is not in place with every other Tier 1 carrier), but they have numerous revenue-neutral peering agreements. You must work for Verizon or something... (and no, I do not work for XO!) Reply
  • commenter
    Tier-1 view
    Mar 06 10:08 AM
    XO's Top Line May Grow Faster with Latest Network Upgrade [view article]
    What you fail to realize here is that XO is not a Tier-1 and still needs to buy transit. So the number of CRS-1's they have deployed is irrelevant as they must still pass the traffic to the Tier-1's supporting the content XO's eyeballs want to view. Reply
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