"Is Facebook the Next MySpace?" by MotleyFool.com
"Will Facebook Become the Next E-Commerce Success?" by WallStCheatSheet.com
If only I knew because I don't think it can be both.
This blog covers the stocks that are part of the GDT::Portfolio.
"Is Facebook the Next MySpace?" by MotleyFool.com
"Will Facebook Become the Next E-Commerce Success?" by WallStCheatSheet.com
If only I knew because I don't think it can be both.
(1) Google (2) Cray (3) Geeknet (4) iRobot (5) Red Hat (6) Yahoo! (7) Nanosphere (8) Hanger (9) Illumina (10) Bruker
The GDT::Portfolio Top 10 one year ago at the end of 3Q'11 isn't that much different than it is now. Level 3 Communications was #10, but it's now #13. Nanosphere was #16 and now it's #7. Geeknet and Google were number #1 and #3, respectively, but now Google is #1 and Geeknet is #3. iRobot and Cray were number #2 and #4, respectively, but now iRobot is #4 and Cray is #2. Red Hat and Yahoo! remained unchanged at #5 and #6, respectively. Illumina dropped from #7 to #9 (insert Nanosphere at #7). Bruker dropped from #8 to #10. Hanger moved up from #9 to #8.
StemCells (STEM) spiked today after the company issued a press release having the following headline: "StemCells, Inc. Achieves Spinal Cord Injury Milestone With First Neural Stem Cell Transplant Into Patient With Sensory Function Below the Level of Injury". STEM closed yesterday (02012.09.26) at $1.93. Earlier today (02012.09.27) STEM hit $2.27. 52-week range: $0.59 - $2.67. With an hour left in trading, STEM volume was 10.1 million vs. trailing-3-month average of 2.6 million.
Yesterday (02012.09.25) the state of California legalized self-driving cars.
Today I saw the following headline at AllThingsD.com. "Google Play’s 675,000 Apps Have Been Downloaded 25 Billion Times".
Google turns 14 tomorrow on 02012.09.27.
Operating cash flow was $103.9 million for the second quarter, as compared to $77.1 million in the year ago quarter. At quarter end, the company’s total deferred revenue balance was $944.4 million, an increase of 16% on a year-over-year basis. Total cash, cash equivalents and investments as of August 31, 2012 was $1.36 billion.
RHT closed today (02012.09.24) at $57.54. 52-week range: $37.85 - $62.75.
[02012.09.26] Quoting self: "Might be a tough day for RHT tomorrow." Today, 02012.09.26, the 'tomorrow' was yesterday and yesterday (02012.09.25) was a tough day. RHT closed at $55.08, down ~4.3%. Volume was 5M vs. t3m avg. of 3M.
MarketWatch.com reported that "Citigroup has raised its price target for Google GOOG to $850 from $740." I might consider selling some GOOG when it hits $2,000.
[02012.09.24] GOOG closed today (02012.09.24) at $749.38 after hitting an all-time high of $750.14. Volume was 3.56 million vs. trailing-3-month average of 2.31 million.
Google (GOOG) hit an intra-day high this morning of $734.50, which is less than 2% below its all-time high of $747.24 (hit on 02007.11.07). Yesterday (02012.09.20), Jim Cramer--who has a wide following--rated GOOG a buy. GOOG has stayed about $700 for six consecutive days.
Yesterday (02012.09.20) ended with CRAY and GOOG at #1 and #2, respectively, in the GDT::Portfolio. Cray: Supercomputing. Google: 21st century Informatics.
"This outcome is terrific for Yahoo. It generates liquidity to create substantial value for our shareholders, while retaining a meaningful amount in the company to invest in our future. Also, because we still own 23 percent of Alibaba's common stock, we have the opportunity to benefit from future upside when Alibaba IPOs." -- Marissa Mayer, Yahoo! CEO
I like that Yahoo! still owns 23% of Alibaba's common stock because Alibaba is a China-based Internet company.
How this $3.65 billion is going to be passed onto shareholders as yet to be announced, but it does work out to ~$3.09 per YHOO share.
YHOO closed yesterday at $15.86. 52-week range: $13.11 - $16.79. The news of the Alibaba sale was not "good" enough news to propel YHOO to a new 52-week.
"Nanosphere (NSPH): A Low-Risk, High-Growth Diagnostic Stock" via TheStreet.com
They lost me at "low-risk". NSPH closed yesterday (02012.09.19) at $3.50. 52-week range: $0.89 - $3.89
"Deal Costs To Hold Down iRobot" via SeekingAlpha.com
This appears to be the case. IRBT closed yesterday (02012.09.19) at $24.73. 52-week range: $19.09 - $38.33. iRobot acquired Evolution Robotics on 02012.09.17 and prior to the announcement IRBT was at $26.01. I like the deal.
"Red Hat Inc. Second Quarter Earnings Sneak Peek" via WallStCheatSheet.com
Today (02012.09.20) is Friday and Red Hat reports 2Q results next Monday on 02012.09.24. RHT closed yesterday (Thursday) at $57.58. 52-week range: $37.85 - $62.75. I'll sell some RHT at $67.48.
BRKR closed yesterday (02012.09.18) at $13.37. 52-week range: $9.91 - $17.10.
From Geeknet's press release.
Ken Langone, Chairman of Geeknet, added, "We are very pleased to find a new home for our media business, providing a platform for the sites and our media teams to thrive. With this transaction completed, we will now focus our full attention on growing ThinkGeek."
GKNT closed yesterday (02012.09.17) at $18.46. 52-week range: $12.07 - $21.62.
[update::02012.09.18] GKNT closed at $19.09, up 3.4% for the day. Volume as just slightly above average.
In 2010, ER launched Mint, an automatic floor cleaning robot designed exclusively for hard surface floors, which offers a different approach to cleaning than iRobot’s current products."
In addition, Paolo Pirjanian, CEO of Evolution Robotics, is becoming iRobot's Chief Technology Officer.
From my backseat driver perspective, this seems like a good move for iRobot.
IRBT closed on 02012.09.17 at $26.01. 52-week range: $19.09 - $38.33.
Apple (AAPL) is not a GDT::Portfolio stock, but it's nearing $700 a share while it continues to make new 52-week highs. Each new 52-week high is a new all-time high. At $696.03, Apple Inc. has an approximate market value of $652.06 billion.
Amazon.com (AMZN) is a GDT::Portfolio stock and it continues to hit new 52-week highs. Just like AAPL, for AMZN each new 52-week high is a new all-time.
Google (GOOG) is a GDT::Portfolio stock and it continues to hit new 52-week highs; however, these highs are not new all-time highs. Once Google hits a new 52-week high of $747.24 (it's all-time high that was hit on 02007.11.07), then for GOOG each new 52-week will be a new all-time high. Go GOOG!
DJIA all-time high is 14,198.10 and it was reached on 02007.10.11. The DJIA is at 13,609.24 on 02012.09.14 at 12:24pm ET. In other words, the DJIA is within 5% of its all-time high.
"Illumina Launches TruSightTM Targeted Sequencing Content Sets"
"Designed by recognized experts at leading institutions, the content sets offer cost-effective, streamlined, targeted sequencing for specific genetic diseases or conditions."
"Illumina Announces Expedited Individual Genome Sequencing Service (IGS)"
"Illumina has long believed that sequencing will become a mainstream practice in the clinical setting. By delivering a whole human genome in as little as two weeks, we have taken significant strides towards that goal," said Illumina President and CEO Jay Flatley.
"Illumina and Partners HealthCare Announce Alliance to Introduce Next-Generation Sequencing Clinical Interpretation and Reporting Tools"
"Illumina and Partners HealthCare share a vision of better patient care through genomics," said Matt Posard, Senior Vice President and General Manager of Illumina’s Translational and Consumer Genomics business. "This alliance highlights our commitment to a collaborative model that will establish the new standard in NGS clinical-based applications and enable a truly integrated, high-quality solution."
ILMN closed yesterday (02012.09.13) at $46.48. 52-week range: $25.57 - $55.39.
"Altairnano signed an agreement with Shenhua Science & Technology (Shenhua S&T) and its research affiliate, the National Institute of Clean and Low-carbon Energy (NICE), to jointly develop, deploy and promote industrial applications of lithium titanate-based energy storage systems in China."
The following is a quote from Altairnano's CEO Alexander Lee.
"Altairnano is pleased to work with a company like Shenhua, who concluded that our technology and knowledge of electric grid energy storage systems is well positioned to meet their aggressive growth targets. This agreement sets the foundation for rapid commercialization within China."
ALTI 52-week range: $0.40 - $1.48.
[02012.09.13] Jim Cramer, some investment dude who is widely followed, was quoted saying Red Hat (RHT) "remains an inexpensive stock."
Do you Yahoo!? Yes, I still do. But it has been extremely frustrating being a long-term YHOO shareholder.
Rewind four years to 6 September 2008...
DJIA was 11,221 and is now 13,293, up 19%
NASDAQ was 2,261 and is now 3,136, up 37%
S&P 500 was 1,242 and is now 1,436, up 16%
Rewind 3.5 years to 9 March 02009...
DJIA was 6,470 and is now 13,293, up 105%
NASDAQ was 1266 and is now 3,136, up 148%
S&P 500 was 667 and is now 1,436, up 115%
Google (GOOG) hit yet another new 52-week high of $699.89 before closing yesterday (02012.09.06) at $699.40. GOOG's all-time high was $747.24 on 02007.11.07.
Red Hat (RHT) was #4 on Forbes Magazine's "The Ten Most Innovative Companies In America" rankings. RHT closed yesterday (02012.09.06) at $59.10. 52-week range: $36.61 - $62.75.
[update::02012.09.07] GOOG opened today at $700.00. Yes. According to Finance.Yahoo.com, GOOG opened today at exactly 700 bucks.
"Generating operating cash flow of $30.3 million, or an increase of 22 percent, and free cash flow of $26.7 million, or an increase of 41 percent."
I also liked this...
"During the third quarter we repurchased 1 million shares of our common stock for an average price of $7.26 per share, resulting in a more than 5 percent decrease in total shares outstanding in the last twelve months. Over the last three years, we have increased our quarterly dividend by more than 60 percent, resulting in a return of approximately $36 million in dividends to our shareholders over the same time period. Even after the significant deployments of cash flow, our balance sheet and liquidity remain strong with $79 million in cash and marketable securities on hand with no amounts borrowed on our $150 million credit facility."
STEI closed yesterday (02012.09.05) at $7.61. 52-week range: $4.92 - $7.78.
[update::02012.09.06] A few minutes after I posted this I took a peek at STEI's SIR (Short Interest Ratio). Finance.Yahoo.com is reporting it being a whopping 45.3. 27% of STEI shares are closely held and "institutions" own 72% of the shares. STEI has to be above $10 before I consider selling any of our shares.
[update::02012.09.06 (after market closed)] STEI hit a new 52-week high of $8.38 before closing at $7.98, up almost 5% for the day. Volume was 1.23 million vs. trailing-3-month avg. of 0.3 million.
iRobot (IRBT) ended August 02012 at #3 in the GDT::Portfolio, so it's an important stock for us. IRBT closed Friday, 02012.08.31, at $25.19. 52-week range: $19.09 - $38.33. IRBT's PSR (Price-Sales-Ratio) is 1.51, which I think is low; however, Whirlpool, which is not a GDT::Portfolio stock, has a PSR of 0.32.
"Today [02012.09.03] StemCells Inc. announced that interim six-month data from the first patient cohort in the Company's Phase I/II clinical trial of its proprietary HuCNS-SC(R) product candidate (purified human neural stem cells) for chronic spinal cord injury continues to demonstrate a favorable safety profile, and shows considerable gains in sensory function in two of the three patients compared to pre-transplant baselines. The third patient remains stable."
The company's press release included the following.
"To see this kind of change in patients who truly have the worst-of-the-worst type of injury to the spinal cord is very exciting. To our knowledge, this is the first time a sensory change of this magnitude has been reported in patients with complete spinal cord injury following a stem cell transplantation. We clearly need to collect more data to establish efficacy, but we are encouraged. We are pushing ahead with our trial and plan to dose the first patient with an incomplete injury soon."
STEM closed last week (Friday, 02012.08.31) at $2.17. 52-week range: $0.59 - $2.55.
[update::0212.09.04] STEM had quite a day. Previous close was $2.17; opened at $2.55; spiked to an intra-day high (and new 52-week high) of $2.67; closed at $2.20, up ~2.3% for the day. Volume was 13.7 million vs. trailing-3-month average of 1.9 million. 13.7 million shares is almost 50% of the float and 45% of all of the outstanding shares. Disclaimer: There is something about the STEM trading volume that I don't know about.
[update::0212.09.05] STEM closed at $2.13, down ~3.2%. Volume was 4.5 million. Intra-day low was $1.96. When it comes to STEM, volatility rules.
The following are to graphs that go as far back as I go back using the free finance tools provided by Google and Yahoo!.