Alcatel-Lucent Has Upside Of 100-300%

Thu, 05/17/2012 - 10:56 EDT - Seeking Alpha

By Global Value Investor:I have posted about Alcatel-Lucent (ALU) as well as Cisco (CSCO) before, indicating my generally (long-term minded) bullish perspective. Since revenues and earnings for CSCO came in quite reasonable with increases of 7% and 20% respectively, the sell-off in response to the earnings release makes no sense whatsoever. Obviously, investors were looking for positive news and unloading CSCO stock on good news, making a statement about their distrust regarding Cisco's longer-term prospects in Europe. I had positioned myself on the long side at that point of earnings release already and I used the setback to purchase even more shares to profit from this irrational sell-off. Even though I like to buy quality companies on the cheap, I am even more intrigued by turnaround stories such as AIG (AIG) or Alcatel.At $1.49 ALU trades close to a multi-year low and at the lower end of its 52-week range of $1.39Complete Story »

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Alcatel-Lucent Has Upside Of 100-300%

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