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Thursday, September 5, 2013

Ciena On A Roll With Carrier Spending Picking Up



September 5, 2013
In This Week's Issue
Ciena On A Roll With Carrier Spending Picking Up
Gerdau Seeing Brazil Get Better, But U.S. Ops Are Struggling
Arch Capital Is Excellent, But No Bargain
Coca-Cola FEMSA Adds More Volume In Brazil
Nokia Sells Its Handset Business To Microsoft And Remakes Its Future
Tata Motors: A Tale Of Two Businesses
Ciena On A Roll With Carrier Spending Picking Up
The odds seem to be in favor of more beat-and-raise quarters on the way for Ciena (Nasdaq:CIEN),and the possibility of upward revisions to that target... Learn More
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Gerdau Seeing Brazil Get Better, But U.S. Ops Are Struggling
Sentiment seems to be turning around for Brazil-based Gerdau (NYSE:GGB). Steel companies there are having more success in pushing through higher prices and demand has been pretty solid...
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Arch Capital Is Excellent, But No Bargain
It feels as though it was a very long time ago when Arch Capital (Nasdaq:ACGL) last traded at a meaningful discount to fair value...
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Coca-Cola FEMSA Adds More Volume In Brazil
Now Coca-Cola FEMSA (NYSE:KOF) has added some significant assets in Brazil with the $1.9 billion acquisition of Spaipa...
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Nokia Sells Its Handset Business To Microsoft And Remakes Its Future
From virtually the day that Nokia (NYSE:NOK) and Microsoft (Nasdaq:MSFT) began working together on mobile handsets and smartphones investors have speculated...
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Tata Motors: A Tale Of Two Businesses
My only real problem with Tata (NYSE:TTM) at present is that the price today seems to predict some significant improvements...
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