To: rimm FFIV play. 赌不赌?
(2007-08-07 22:19:41)
下一个
把ER后看涨的原因补一下:
FFIV (ER 7/25 AH) Floating shr 41M Good to play ER. (F5 network)
Reasoning:
1. Strong sector (CSCO, JNPR, NTGR all have strong performance.)
2. FFIV 属于 "特别小弟" 在content network 独领风骚.
3. 短,中,长 uptrend, just pull back from recent new high to base $87.3
4. Volume: High volume to new high
5. FFIV has very strong internal strength.
6. 上个季度 revenue 涨 6.7% (120 ->>128mils) ER down -11% (0.53 ->>0.47) 似乎不合理. 有藏ER的嫌疑. (除非有特别原因,我没看到.)
7. 这季预期 ER 0.5 并不是太高.
8. 从TA 上看,似乎没涨够.
不利因素:
1. Option too expensive
2. Close to all time high.
3. Setup is not favorable for big jump.
Compare to last Qtr, the big jump after ER started from 200MA after 3months consolidation. ( Accumulate a lots of energy.)
JM2C