Thomas Azzara

Thomas Azzara
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  • Buy Ciena Ahead Of Quarterly Earnings  [View article]
    CIEN is at the top of my BUY list in a sell off of 800 DOW points. S+P analyst (+30,000 employees) have it a 5 Star Strong Buy. This is a genuine EPS and revenue growth turnaround story that is going to happen. Expect $50+ a share in 24 months or less.
    Dec 9, 2013. 03:16 PM | 1 Like Like |Link to Comment
  • Kulicke & Soffa Industries: A Cheap, High Performance Semiconductor Company  [View article]
    Sold my shares of BRCM and glad I did. Too much competition in semis to tie money up in these big old slow movers. Increases your overall risk to own them - Qcom. Better values elsewhere - like TRN FAST or CIEN (a turnaroud double in two Decembers).
    Dec 9, 2013. 03:10 PM | Likes Like |Link to Comment
  • Exxon Mobil - Time To Take Profits After Strong Recent Momentum  [View article]
    Higher crude prices in 2014 to $125 Brent will push this stock through $120 a share. Buy on any sell off.
    Dec 9, 2013. 12:22 PM | Likes Like |Link to Comment
  • Barrick Gold Shakes Up Management, But I'm Still Not Buying  [View article]
    Not yet buying ABX either, although there can't much more bad news left for this gold giant.

    Sold my 2000 shares at $35 in December 2012. Might want to BUY some back and wait on news to drive it up 30% in short order.
    After all, how far below $1,300 an ounce can AG go?
    Dec 9, 2013. 12:19 PM | 1 Like Like |Link to Comment
  • December Surprise: Apple Trounces Dell And More  [View article]
    I wouldn't call AAPLs recent run of 60 points as anything special. Just a ten % average move.

    I purchased 10,000 shares of SUNE in April at $4.01 a share. Now at $13 a share (up 225% in 6 months), now that's a big "move".
    Dec 9, 2013. 12:15 PM | Likes Like |Link to Comment
  • Honda Profits Surge On Strong U.S. Sales And Weak Currency  [View article]
    I'm long 1000 HMC from $34 a share. I think 2014 will prove to be Honda's records for revenues and EPS and my target is $55 a share.
    Dec 9, 2013. 12:11 PM | Likes Like |Link to Comment
  • Apache: Doing Away With Freshwater And Benefiting From Wolfcamp  [View article]
    Why isn't APA able to get $110+ for a barrel of crude (at the Gulf). Author wrote.. "oil price of $93.82 per barrel".

    In February 2009 WTI sold for $39 a barrel.

    In June/July 2008 WTI was $133 a barrel.
    Dec 6, 2013. 11:59 AM | 1 Like Like |Link to Comment
  • The Return Of King Coal And The Coal Stocks To Play A Rebound  [View article]
    Don't agree that coal stocks will make a comeback any time soon. Governments everywhere are looking for clean energy. Industry is gearing up for more gas run turbines. Solar companies are being favored.

    Coal cannot come back. It will only get worse.

    Nevertheless, I like TCK in a big sell off of the DJIA.
    Nov 29, 2013. 08:06 AM | 3 Likes Like |Link to Comment
  • Cliffs Natural Resources May Have Finally Hit An Inflection Point  [View article]
    Glad I stayed away from CLFs. Have to admit however that the stock looks mighty cheap at $17.94.

    While I think this is the "bottom" for CLFs, almost none of the analysts I follow like the stock. Credit Suisse sees CLFs EPS in 2014 at -$2.12 a share (-4.35 in 2015?), but I don't see CLFs EPS going negative. I think CS analysts will prove themselves "wrong" on these estimates.
    Jun 9, 2013. 05:16 PM | 1 Like Like |Link to Comment
  • Iron Prices Will Lead Cliffs Natural Resources Higher  [View article]
    I traded CLFs two time in the autumn of 2011 when the stock traded between $49 and $67. I won a few bucks on both trades, but when this stock tanked from the $40's to today's $18 a share, I would have gotten "beat" up.

    Agree that CLFs is a great stock that can be traded weekly. Highest beta makes it most volatile. Also agree that Credit Suisse TP of $10 seems too low given the company looks like it will continue to show positive EPS numbers - looking forward. BUT.. Standand and Poors (10,000 employees) recently lowered their TP for CLFs to $22, but forecast EPS of $2.60 for 2013.

    11 analyst see FY EPS dropping to $1.87 in 2014. I think the high estimate of $3.23 for FY 2014 is just as likely with an iron ore price rally this summer.
    I just don't know about CLFs. But at $17-1/2 it sure looks cheap.
    Jun 8, 2013. 12:55 PM | 3 Likes Like |Link to Comment
  • The Best Performing Gold Bug In The Hui-Index: Eldorado Gold  [View article]
    Gold and Gold stocks could get a bump up this month as the dollar has weakening against the Yen and Euro. ABX ($20.22) is the best bet for a short term trade (3 months) with a TP of $24.
    Jun 8, 2013. 09:53 AM | Likes Like |Link to Comment
  • Iron Prices Will Lead Cliffs Natural Resources Higher  [View article]
    Credit Suisse has a TP for CLFs of $10 a share and forecast FY EPS in 2014 of -$1.44 a share. Ouch! The same CS analyst predicted the billion dollar write down (-6.61) the company took in the 4th quarter almost 6 months before the write-off was announced by CLFs - giving shareholders reason to "sell".
    Jun 8, 2013. 09:37 AM | 1 Like Like |Link to Comment
  • Why Triangle Petroleum Should Double Within 2 Years  [View article]
    Not a "double" Brett.
    Jun 7, 2013. 03:21 PM | Likes Like |Link to Comment
  • Investors Stay Focused On Their Silver Linings Playbook  [View article]
    The Nikkei 225 is up 44.6% YTD on JCB easing. Looks to me that 60% up for the full year is not out of the question. Wow!

    The weakening Yen is going to be a "back breaker" for all US industrial giants (especially exporters) in the months/years ahead, hitting them in the bottom and top line.

    How long the Fed keeps pumping $84 B a month into the US economy/markets will determine how much higher we can go from here. I'd be surprised if the Fed doesn't slow down before year end. What a sell off that will precipitate.
    May 16, 2013. 09:16 AM | Likes Like |Link to Comment
  • 3 Good-Yielding Gold Stocks Trading Way Below Book Value  [View article]
    Gold is in trouble for a while. A strong dollar makes for bad times for gold. The weak Yen will keep the dollar strong. I see the Yen working its way to Y120 in 8 more months.

    When the $ weakens gold will be back in favor. Could be a long wait.

    Buyer beware!
    May 13, 2013. 03:58 PM | 1 Like Like |Link to Comment