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I just can’t help it if I keep picking winners. My quantitative momentum model just knows which stocks are going to keep going up. There is always just a little bit more gas in the tank. You know when you let out a really good fart…and there is just a little bit left…and you let out a small bwaah afterwards. The Cajuns call it lagniappe…just a little bit more. So I find stocks with lagniappe…sell them, and but another one. What’s so hard about that?
Today I sold ANET at 268.92. That’s a 15.5% gain over my purchase price of 232.80 back on November 17, 2017. So that’s a 15.5% gain in only 9 weeks. That’s an annualized gain of 90%. That’s pretty darn good if I do say so myself. Over the same period, the S&P 500 – the market everyone is RAVING about –was only up 8.9%. What do you conclude from this? Simple…I am superior.
I am HUGE! Bring me your finest meats and cheeses! How HUGE is $$$MR. MARKET$$$????
· $$$MR. MARKET$$$ volunteers for the Hunger Games every year.
· $$$MR. MARKET$$$ never flushes the toilet – he just scares the crap out of it
· $$$MR. MARKET$$$ is what Willis is talking about.
· $$$MR. MARKET$$$ can see John Cena.
That makes 83 consecutive profitable trades of 15% or better…..83! Who else has ever had that track record documented on the internet like I have. Testify…do you believe that $$$MR. MARKET$$$ has made all of these trades? Testify…do you believe that $$$MR. MARKET$$$ has outperformed the market for years and years and years? Testify…and $$$MR. MARKET$$$ will show you his next stock pick…..So, what’s it gonna be? Do you like this stuff?
I am HUGE!!
$$$MR. MARKET$$$
================================================== ==================================
11-17-2017, 11:49 AM #1 mrmarket's Avatar mrmarket mrmarket is online now
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Send a message via AIM to mrmarket Send a message via Yahoo to mrmarket
Join Date
Sep 2003
Posts
5,515
Default ANET ==> The Thank You For Your Service Winner
($$$MR. MARKET$$$ is a proprietary investor and does not provide individual financial advice. The stocks mentioned on this forum do not represent individual buy or sell recommendations and should not be viewed as such. Individual investors should consider speaking with a professional investment adviser before making any investment decisions.)
You wake up early in the morning. It’s still dark outside. You think about going to the gym…then you go back to sleep. One hour later, it’s time to get up and make the donuts. Now this sad story is repeated most everywhere in America, with the exception of Princeton, NJ if you work for The Tank Tiger. Having said all that, take a look at this picture:
Look at these incredibly happy employees? Wouldn’t you want to work with them every single day? Don’t you think that a company who has employees this happy would be a successful company? Your darn skippy it would. This picture is from a company named ARISTA, located in Alpharetta, Georgia.
ARISTA, a company specializing in Employee Benefits, Wealth Management and Retirement Plans, has been named for the second time to the prestigious Atlanta Business Chronicle 2017 Atlanta’s Best Places to Work list. ARISTA is ranked No. 13 this year on the publication’s Small Companies list. Announced on September 6, the list recognizes successful Atlanta-area companies for their outstanding employee satisfaction and employee-oriented culture.
Well…the only bad thing about this, is that you can’t invest in this company. However, you can invest in a different company named ARISTA, located in Santa Clara, CA. Now this Arista probably isn’t as much fun to work for as the Alpharetta Arista, but it makes a lot more money. That’s good enough for me.
Today I bought Arista Networks (ANET) at 232.80 I will sell it in 4 to 6 weeks at 268.43. Here’s why I like Arista:
First of all, look at this chart. This is an OMG chart…which stands for Oh MY GOODNESS!
Arista’s stock is up 155% in the last 12 months. That’s better than 12 percent per month. That’s a pretty good return. Now its trailing PE of 60 certainly is not for the faint of heart, but this company is growing like a zucchini plant in a garden without squash vine borers. Nothing to worry about other than seeing the neighbors slam their doors when they see you walking down the street with bushels of baseball bat sized zucchini to offer them.
Arista Networks, Inc. supplies cloud networking solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Arista Networks provides ultra-high speed switches used in data centers. Arista Networks was founded to pioneer and deliver software-driven cloud networking solutions for large data center storage and computing environments. Arista’s award-winning platforms, ranging in Ethernet speeds from 10 to 100 gigabits per second, redefine scalability, agility and resilience. Arista has shipped more than ten million cloud networking ports worldwide with CloudVision and EOS, an advanced network operating system. The company serves a range of industries comprising Internet companies, service providers, financial services organizations, government agencies, media and entertainment companies, and others. The company was formerly known as Arastra, Inc. and changed its name to Arista Networks, Inc. in October 2008. Arista Networks, Inc. was founded in 2004 and is headquartered in Santa Clara, California.
You see, first there was a PC with a floppy disk and you carried all of your data around on the disk. Then PC’s got hard drives and you could store all of your data on the hard drive on the computer. Then people thought it would be a good idea to network one computer with another so people could share data and there were cables running all over the office. Then someone figured out you could hook up the computers in your system wirelessly. Then I think they got a helicopter or something and they figured out that you could store all of the data in the cloud:
CREED CLOUD SCENE FUNNY
And now that the cloud is here, with enormous opportunities in data storage, Big Data, and mobile devices. You may have once heard of a company called Cisco systems. Cisco was a high flying company that turned into a value play cash cow spitting out boring dividends. Cisco was the company that invented routers to network computers with one another. Now Arista is a competitive threat to Cisco Systems. Arista is showing ridiculous growth. Ridiculous! The ANAL-ysts can’t keep up. Every time ANAL-ysts predict earnings for ANET, they smash them to bits. The last two quarters, the actuals beat the estimates by about 40%. That’s not just hitting a home run…it’s hitting a grand slam….more like a grand blam! What’s not to like when your gross margins are around 65%?
What your seeing is a company clearly in adolescence, and drinking Nitro Tech. This is what happens when revenues are growing twice as fast as costs. Earnings are on steroids.
2012 2013 2014 2015 2016
Revenue 193 361 584 838 1,129
Net Income 21 42 87 121 184
See how quickly the Net Income is growing? The quarterly sequential growth just doesn’t stop. Just last quarter, the company had revenues of $437 million and earnings of $140 million. That’s right, last quarter they almost made as much money as they made all of last year! You can’t even multiply that number by 4 to get next year’s earnings…..because the company just keeps growing and growing. It’s crazy growth. Despite this growth, Arista is still early in its market penetration. ANAL-ysts are going to have to keep increasing their estimates, which will make the stock price go up and then ANET will beat the ANAL-ysts estimates and the stock will go up even more.
For 3Q17, Arista’s revenues were up up 51% year-over-year and up 8% sequentially. EPS of $1.62 per share for 3Q17 rose 94% YOY while increasing $0.28 over the previous quarter. If you break down the revenues, what is crazy scary is that the Americas revenue was only up 31% compared to last year but the international revenue was up 124%. Yes….that’s where the growth is going to come from and they haven’t even started scratching this area. They are picking up customers faster than you can say Jack Robinson. The international markets are behind the US in cloud development, so this is really fertile ground for ANET.
The secret sauce in all of this is Arista's Any Cloud software. This product, according to the CEO, is “truly enabling hybrid cloud networking”. They are experiencing “unforeseen demand”. Basically, these guys are going to replace routers. There was a time when Cisco was selling so many routers that their market capitalization looked like that of a country in the United Nations. Arista will be licking their chops with the opportunity to convert legacy routing and switching customers to software-defined and cloud-based networking solutions. A lot of their growth is at the expense of routers as the architecture shifts. Oh well, dinosaurs once roamed the earth. That’s really good news. Look, I don’t know how this stuff works, but will I know for certain is that people are buying it like Cabbage Patch dolls. Their 50% growth rate seems like Madden numbers, but they are real…and they are spectacular. 50% per year for a company that already is tracking 2 billion in sales….! They make better products (Series 7000 switches) than the competition and their products are cheaper. It’s a win, win, win!
For 4Q17, Arista guided for revenue $450-$464 million...and the ANAL-ysts are buying it. I am coughing up a lung laughing. Come on man..can’t you see the sequential growth? The cash pouring in has fortified the balance sheet. Debt is less than 5% of cash. They already have over 1.3 billion in cash (vs. 57 million in debt…comical). Wow.
Their management isn’t playing either. Their CEO, Jayshree Ullal, has been there for almost 10 years and she came from, you guessed it, Cisco. The founder and chairman, Andreas Bechtolsheim, was the co-founder of Sun Microsystems. He ain’t no dummy and this isn’t his first rodeo. Want to know how smart Bechtolsheim is? He was one of the first two investors in Google. These guys were in the middle of the networking revolution in the 1990s, and now they are doing it over again with cloud computing today. This is the hottest thing going in tech today and Arista is right in the sweet spot of it. Spending on world wide cloud computing is growing faster than 20% per year could be as much as $200 billion overall. Arista is teed up for years of strong growth.
ANAL-ysts expect 2018 earnings to be $6.12 a share. Ok…even if they are right, if the company’s PE stays above 50 (lower than it is today), then the share price computes to $6.12 x 50 = $306 which is well above my target price. This is 5th grade math, but it’s easy to see how this company’s stock is going to keep rising.
Here’s what the CEO had to say:
“In summary, Q3 once again reflects Arista's proven track record of execution despite some challenges we faced. In Q2 2017, we steadily gained market share in high-performance data center switching both in ports and in revenue according to all the major market reports. Combined with Arista's superior quality and architectural [innovations, we are experiencing a broader inflection and acceptance into the marketplace.”
Hah! That’s the understatement of the year. Even if this company isn’t the most fun place to work, my head will be up in the clouds when I cash my check off of the gains I make in this stock trade.
I've looked at clouds from both sides now
From up and down and still somehow
It's cloud's illusions I recall
I really don't know clouds at all
Who cares? I’m up up and away in my beautiful balloon…another stock pick winner from $$$MR. MARKET$$$. I am HUGE!! Proceeds from my profit on this trade will go towards a charity of my choice to benefit US Veterans.
www.mrmarketishuge.com
Last edited by mrmarket; 12-01-2017 at 10:43 AM.
=============================
I am HUGE! Bring me your finest meats and cheeses.
- $$$MR. MARKET$$$
Today I sold ANET at 268.92. That’s a 15.5% gain over my purchase price of 232.80 back on November 17, 2017. So that’s a 15.5% gain in only 9 weeks. That’s an annualized gain of 90%. That’s pretty darn good if I do say so myself. Over the same period, the S&P 500 – the market everyone is RAVING about –was only up 8.9%. What do you conclude from this? Simple…I am superior.
I am HUGE! Bring me your finest meats and cheeses! How HUGE is $$$MR. MARKET$$$????
· $$$MR. MARKET$$$ volunteers for the Hunger Games every year.
· $$$MR. MARKET$$$ never flushes the toilet – he just scares the crap out of it
· $$$MR. MARKET$$$ is what Willis is talking about.
· $$$MR. MARKET$$$ can see John Cena.
That makes 83 consecutive profitable trades of 15% or better…..83! Who else has ever had that track record documented on the internet like I have. Testify…do you believe that $$$MR. MARKET$$$ has made all of these trades? Testify…do you believe that $$$MR. MARKET$$$ has outperformed the market for years and years and years? Testify…and $$$MR. MARKET$$$ will show you his next stock pick…..So, what’s it gonna be? Do you like this stuff?
I am HUGE!!
$$$MR. MARKET$$$
================================================== ==================================
11-17-2017, 11:49 AM #1 mrmarket's Avatar mrmarket mrmarket is online now
Administrator
Send a message via AIM to mrmarket Send a message via Yahoo to mrmarket
Join Date
Sep 2003
Posts
5,515
Default ANET ==> The Thank You For Your Service Winner
($$$MR. MARKET$$$ is a proprietary investor and does not provide individual financial advice. The stocks mentioned on this forum do not represent individual buy or sell recommendations and should not be viewed as such. Individual investors should consider speaking with a professional investment adviser before making any investment decisions.)
You wake up early in the morning. It’s still dark outside. You think about going to the gym…then you go back to sleep. One hour later, it’s time to get up and make the donuts. Now this sad story is repeated most everywhere in America, with the exception of Princeton, NJ if you work for The Tank Tiger. Having said all that, take a look at this picture:
Look at these incredibly happy employees? Wouldn’t you want to work with them every single day? Don’t you think that a company who has employees this happy would be a successful company? Your darn skippy it would. This picture is from a company named ARISTA, located in Alpharetta, Georgia.
ARISTA, a company specializing in Employee Benefits, Wealth Management and Retirement Plans, has been named for the second time to the prestigious Atlanta Business Chronicle 2017 Atlanta’s Best Places to Work list. ARISTA is ranked No. 13 this year on the publication’s Small Companies list. Announced on September 6, the list recognizes successful Atlanta-area companies for their outstanding employee satisfaction and employee-oriented culture.
Well…the only bad thing about this, is that you can’t invest in this company. However, you can invest in a different company named ARISTA, located in Santa Clara, CA. Now this Arista probably isn’t as much fun to work for as the Alpharetta Arista, but it makes a lot more money. That’s good enough for me.
Today I bought Arista Networks (ANET) at 232.80 I will sell it in 4 to 6 weeks at 268.43. Here’s why I like Arista:
First of all, look at this chart. This is an OMG chart…which stands for Oh MY GOODNESS!
Arista’s stock is up 155% in the last 12 months. That’s better than 12 percent per month. That’s a pretty good return. Now its trailing PE of 60 certainly is not for the faint of heart, but this company is growing like a zucchini plant in a garden without squash vine borers. Nothing to worry about other than seeing the neighbors slam their doors when they see you walking down the street with bushels of baseball bat sized zucchini to offer them.
Arista Networks, Inc. supplies cloud networking solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Arista Networks provides ultra-high speed switches used in data centers. Arista Networks was founded to pioneer and deliver software-driven cloud networking solutions for large data center storage and computing environments. Arista’s award-winning platforms, ranging in Ethernet speeds from 10 to 100 gigabits per second, redefine scalability, agility and resilience. Arista has shipped more than ten million cloud networking ports worldwide with CloudVision and EOS, an advanced network operating system. The company serves a range of industries comprising Internet companies, service providers, financial services organizations, government agencies, media and entertainment companies, and others. The company was formerly known as Arastra, Inc. and changed its name to Arista Networks, Inc. in October 2008. Arista Networks, Inc. was founded in 2004 and is headquartered in Santa Clara, California.
You see, first there was a PC with a floppy disk and you carried all of your data around on the disk. Then PC’s got hard drives and you could store all of your data on the hard drive on the computer. Then people thought it would be a good idea to network one computer with another so people could share data and there were cables running all over the office. Then someone figured out you could hook up the computers in your system wirelessly. Then I think they got a helicopter or something and they figured out that you could store all of the data in the cloud:
CREED CLOUD SCENE FUNNY
And now that the cloud is here, with enormous opportunities in data storage, Big Data, and mobile devices. You may have once heard of a company called Cisco systems. Cisco was a high flying company that turned into a value play cash cow spitting out boring dividends. Cisco was the company that invented routers to network computers with one another. Now Arista is a competitive threat to Cisco Systems. Arista is showing ridiculous growth. Ridiculous! The ANAL-ysts can’t keep up. Every time ANAL-ysts predict earnings for ANET, they smash them to bits. The last two quarters, the actuals beat the estimates by about 40%. That’s not just hitting a home run…it’s hitting a grand slam….more like a grand blam! What’s not to like when your gross margins are around 65%?
What your seeing is a company clearly in adolescence, and drinking Nitro Tech. This is what happens when revenues are growing twice as fast as costs. Earnings are on steroids.
2012 2013 2014 2015 2016
Revenue 193 361 584 838 1,129
Net Income 21 42 87 121 184
See how quickly the Net Income is growing? The quarterly sequential growth just doesn’t stop. Just last quarter, the company had revenues of $437 million and earnings of $140 million. That’s right, last quarter they almost made as much money as they made all of last year! You can’t even multiply that number by 4 to get next year’s earnings…..because the company just keeps growing and growing. It’s crazy growth. Despite this growth, Arista is still early in its market penetration. ANAL-ysts are going to have to keep increasing their estimates, which will make the stock price go up and then ANET will beat the ANAL-ysts estimates and the stock will go up even more.
For 3Q17, Arista’s revenues were up up 51% year-over-year and up 8% sequentially. EPS of $1.62 per share for 3Q17 rose 94% YOY while increasing $0.28 over the previous quarter. If you break down the revenues, what is crazy scary is that the Americas revenue was only up 31% compared to last year but the international revenue was up 124%. Yes….that’s where the growth is going to come from and they haven’t even started scratching this area. They are picking up customers faster than you can say Jack Robinson. The international markets are behind the US in cloud development, so this is really fertile ground for ANET.
The secret sauce in all of this is Arista's Any Cloud software. This product, according to the CEO, is “truly enabling hybrid cloud networking”. They are experiencing “unforeseen demand”. Basically, these guys are going to replace routers. There was a time when Cisco was selling so many routers that their market capitalization looked like that of a country in the United Nations. Arista will be licking their chops with the opportunity to convert legacy routing and switching customers to software-defined and cloud-based networking solutions. A lot of their growth is at the expense of routers as the architecture shifts. Oh well, dinosaurs once roamed the earth. That’s really good news. Look, I don’t know how this stuff works, but will I know for certain is that people are buying it like Cabbage Patch dolls. Their 50% growth rate seems like Madden numbers, but they are real…and they are spectacular. 50% per year for a company that already is tracking 2 billion in sales….! They make better products (Series 7000 switches) than the competition and their products are cheaper. It’s a win, win, win!
For 4Q17, Arista guided for revenue $450-$464 million...and the ANAL-ysts are buying it. I am coughing up a lung laughing. Come on man..can’t you see the sequential growth? The cash pouring in has fortified the balance sheet. Debt is less than 5% of cash. They already have over 1.3 billion in cash (vs. 57 million in debt…comical). Wow.
Their management isn’t playing either. Their CEO, Jayshree Ullal, has been there for almost 10 years and she came from, you guessed it, Cisco. The founder and chairman, Andreas Bechtolsheim, was the co-founder of Sun Microsystems. He ain’t no dummy and this isn’t his first rodeo. Want to know how smart Bechtolsheim is? He was one of the first two investors in Google. These guys were in the middle of the networking revolution in the 1990s, and now they are doing it over again with cloud computing today. This is the hottest thing going in tech today and Arista is right in the sweet spot of it. Spending on world wide cloud computing is growing faster than 20% per year could be as much as $200 billion overall. Arista is teed up for years of strong growth.
ANAL-ysts expect 2018 earnings to be $6.12 a share. Ok…even if they are right, if the company’s PE stays above 50 (lower than it is today), then the share price computes to $6.12 x 50 = $306 which is well above my target price. This is 5th grade math, but it’s easy to see how this company’s stock is going to keep rising.
Here’s what the CEO had to say:
“In summary, Q3 once again reflects Arista's proven track record of execution despite some challenges we faced. In Q2 2017, we steadily gained market share in high-performance data center switching both in ports and in revenue according to all the major market reports. Combined with Arista's superior quality and architectural [innovations, we are experiencing a broader inflection and acceptance into the marketplace.”
Hah! That’s the understatement of the year. Even if this company isn’t the most fun place to work, my head will be up in the clouds when I cash my check off of the gains I make in this stock trade.
I've looked at clouds from both sides now
From up and down and still somehow
It's cloud's illusions I recall
I really don't know clouds at all
Who cares? I’m up up and away in my beautiful balloon…another stock pick winner from $$$MR. MARKET$$$. I am HUGE!! Proceeds from my profit on this trade will go towards a charity of my choice to benefit US Veterans.
www.mrmarketishuge.com
Last edited by mrmarket; 12-01-2017 at 10:43 AM.
=============================
I am HUGE! Bring me your finest meats and cheeses.
- $$$MR. MARKET$$$
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