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To: robert b furman who wrote (116)8/6/2009 5:28:24 PM
From: robert b furman
   of 137
 
Nice earnings and a solid guidance wit an ability to continue surprising to the upside:
finance.yahoo.com

I recommend listening to the webcast - very informative about products and future revenue.

They have some debt from acquisitions and don't like it.However with libor being so low - they're not driven to payoff.

Have repurchased shares to the point where revenue can drive eps and if the stock price gets low - they'll buy up some more stock.

They have a huge potential cash flow machine that is growing organically.

I had forgotten how pleasurable a good performance webcast can be.

If this great stock gets any cheaper - I'm moving some stock around into more of this very fine company.

Bob

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To: robert b furman who wrote (117)8/17/2009 10:14:27 PM
From: robert b furman
   of 137
 
Every once in a while a stock tips its hand.

Buyers get aggressive in a wash out.

A stock swims upstream on a down day.

A day like today:
finance.yahoo.com

Bob

Is anyone out there?

If this doesn't get you excited - there's something wrong with you!!


Bob

I guess I'm sitting on the best kept secret.<smile>

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To: robert b furman who wrote (118)9/25/2009 7:09:19 AM
From: robert b furman
   of 137
 
Anaren is completing a symmetrical triangle.

The breakout (whichever way it goes),is imminent.

The first break out which was to the downside was on heavier volume (Often a headfake and indicating buying support).

One thing for sure looking at ity on a daily chart - we are running out of time.

stockcharts.com

This is a great "add to" spot - but if a further break down occurs - it must be on heavy volume to the downside if light volume - beware.

Heavy volume on the upside is very good.

Good earnings will perhaps be the catalyst.

Bob

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To: robert b furman who wrote (119)12/6/2009 12:32:00 PM
From: robert b furman
   of 137
 
Symetrical triangle broke down and now has continued its decline.

stockcharts.com

Last weeks action found a bounce at the 50% fibanacci retracement which also appears to be previous resistance point.

Although ADX has not yet given us an imminent crossover nor Macd has yet to reverse the slope of decline is lessning.

So oscillators are showing slower decline and we are at w3hat may well be a bouncing point.

I'm thinking 13.38-13.40 is a good "add to" spot with a GTC order - realizing it mat take a while to finish its sudeways action.

This stock is ahead of many in its earnings recovery.I think it is primarily the result of the two excellent acquisitions made in Q3 of 2008.I have two other stocks in the 13.oo range and they are no where near annualized earnings of 1.00.

Makes me think there will be a quick break out in here and it will be a fun ride.

The other case is earnings disappoint and the decline continues.

On a weekly chart it looks like ANEN has gone through a five wave up and is in the ending of a C wave ABC corrective wave.

If this is the case - buying at a bottom of a b should give us a nice 3 up going into 2010.

If it is to continue its leadership it should revive soon.

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To: robert b furman who wrote (120)2/8/2010 8:32:05 PM
From: robert b furman
   of 137
 
SEC reports that dimensional fund has sold down 38,000 shares from just over 7.0% to 6.94 %.

This custom components appears to have a lot of margin pressure resulting from CM competing into higgher tech assemblies.

Management leaving the sector for higher margin /leading edge products is a wise move.

One thing for sure working one's self into the defense projects is never hurried ,but once designed in, it lasts quite a while.

At least my experience with Kvhi has been that way.I suspect that MS Kennedy is very similar with their chasing after phase array radar assemblies.

All in all the book value of this stock making a buck a year is a great value.
moneycentral.msn.com




I added some just above book value and feel like it is a very good long term buy and hold.Book value I show is 10.91 and 3.93 cash per share.

If this stock goes any lower - they'll buy more of it back - I really like how they've retired shares in the past.

Free cash flow is 16.22 million per year. So they can buy back 5-10 percent of outstanding and retire debt with out batting an eyelash.

finance.yahoo.com

This stock should be a 15 dollar stock at a minimum and be a 20 by year end .IMO

Bob

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To: robert b furman who wrote (121)2/11/2010 3:04:43 PM
From: robert b furman
   of 137
 
Just added to Anaren @ 11.28.

This might be a buck over book,but I just can't see any stock with the earnings power - even if it declines a penny over the next 2 quarters as management wisely chases after higher margin products.

If custom products gets traction like they did in December it won't reduce anything and if they gain new projects with long build run times and hhigher margins,we'll have a nice growing book value that goes up 8% a year.

Now that's what I call a nice long term growth stock.

I'll accumulate more on price weakness,and be patient.

Full disclosure I'm long and long love the satellite sector - it just simply is the future of telecom.

IMO

Bob

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To: robert b furman who wrote (122)4/30/2010 12:31:03 PM
From: robert b furman
   of 137
 
Q3 earnings surprise to the upside.

investor.anaren.com

Continued emphasis on standard components vs custom componenets and space/defense getting into a production ramp is adding nicely to net profits.

They are making very strong money,buying back stock,growing cash and giving good forward guidance.

The somewhat reduced earnings guidance (based on headlines) is the result of nice growth but at higher tax rates 25.7% this quarter vs expected 32% next quarter.

After hours anen popped up over 16.00 and is now trading up approximately 1.00 on a down day(15.68)

This company will make a buck a share (Gaap)and could be fairly valued at 25.00 to 30.00 IMHO.

Bob

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To: robert b furman who wrote (123)12/1/2010 10:45:58 AM
From: robert b furman
   of 137
 
SPACE = The final frontier - and where a lot of money will be made !!

These guys just make money when design wins come in lots of millions:

finance.yahoo.com

Bob

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To: robert b furman who wrote (124)3/16/2011 1:03:04 PM
From: robert b furman
   of 137
 
During this Egypt ,Japan earhquake take your trama pick Anen has declined FOR 10 STRAIGHT DAYS.

VERY FEW STOCKS DO 10 DAY DOWN !!!

That has brought the 200 day sma into price range.

On the 11 th day Anen opened lower and then reversed - it now is on rsisting the sell of for a second day:

It is acting quite well.

screencast.com

Bob

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To: robert b furman who wrote (125)4/12/2011 8:20:07 AM
From: robert b furman
   of 137
 
Anaren's merger with AML has been terminated by Microsemi's superior offer of 2.50 per share vs Anen's offer of 2.15 per share.

Today MicroSemi anticipates closing the transaction bt the end of June.

Per Anen's original agreement , AML must pay Anen $600,000 as a termination fee and reimburse up to $200,000 in legal expenses.

Unusual that Anen's price has gone down.

Anen has not issued a declination statement.

Smsc passed on a merger "bump" and took in a termination fee - which caused a nice bump up in the stock price.

Time will tell how this gets settled out.

Bob

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