Sell-Siders Flee Electronic Arts; A Great Time to Step In? (ERTS)
I should put it out there that I’m not a contrarian by nature. Sometimes I agree with what the ole’ herd has to say. It just so happens that lately, the sell-side community has been slicing the ball so severely that “zigging when they zag” seems the smartest move.
In many years of covering Electronic Arts [...]
Ciena Recommendation Highlights Dangers in “Tech Value”
Ciena Corp. (CIEN) failed to get the Monday “Barron’s Bounce” after a bullish piece over the weekend. Monday was a rough day across the board, so it may have been simply too much to ask.
But the value proposition for buying shares now escapes me nonetheless.
It highlights a dangerous trend that may pick up speed in [...]
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