Comtech Telecommunications Corp. (CMTL)

All Comments on CMTL

  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:19 AM
    My Website
    General Discussion on CMTL
    Is this a buy or a sell? Reply
  • commenter
    Feb 10 08:59 PM
    Comtech Comes Through With Big Contract Wins [view article]
    true Reply
  • commenter
    Oct 18 06:26 PM
    My Website
    Small-Cap Growth: Analyst Coverage Discount? [view article]
    That's a good point. I do tend to use high analyst ratings as a negative input, though WHQ didn't really have such strong opinion behind it. I think that there is a persistent investment arbitrage potential in buying the names that aren't so recognized and trading them out potentially when they become recognized. Reply
  • commenter
    Oct 18 01:02 AM
    Small-Cap Growth: Analyst Coverage Discount? [view article]
    Alan, the analyst optimism in WHQ would appear to be misplaced, at least in the short term, after the pre-announcement and lower guidance for the company. Your screen might be improved if a sell discipline was built. Maybe there's a "critical mass" of analysts at which excessive optimism is sure to result in underperformance. Given there's a finite number of sell-side firms with any real power over sentiment, there might be a trigger to sell when all the bulge-bracket firms cover a stock. (Note that I'm *not* suggesting that smaller-firm sell-side or independent analysts can't be more "right" than the big boys, just that they by definition they reach fewer people who actually follow their advice (blindly or not). Reply
  • commenter
    Oct 11 05:56 PM
    Small-Cap Growth: Analyst Coverage Discount? [view article]
    Well writen with brevity. Two thumbs up! Reply
  • commenter
    Oct 11 05:56 PM
    Small-Cap Growth: Analyst Coverage Discount? [view article]
    Well writen with brevity. Two thumbs up! Reply
  • commenter
    Aug 16 12:43 PM
    The Risk/Return Tradeoff For Technology Stocks [view article]
    Is there a caveat here. Some Questions. Why are my highly speculative PANL and TIVO stocks slightly rising while my cash rich quality stuff and recently high risers are being hammered? On a broader question why are bread and butter companies, i.e. consumer retailers that normally survive bad times, going down in a supposedly good economy with high employment? And why are the precious metals going down also? I think that the dirty, no-longer-secret truth is, that the highly leveraged fund managers are exiting their over extended borrowing and lending practices by selling the hard earned cash value of their best stocks (our profits) in order to survive.

    More to the point about Apple, the survival mind set of the hedge fund manager is to take the profits in cash or commodities for their credit bailout by selling the most valuable things in the house first before they are foreclosed on by their international banking creditors. They will publically attribute this large sale of profitable companies as profit taking and are praying that JQ public will not realize what a sh*t bag of a financial mess they have created.
    Reply

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