Thursday, April 30, 2015

Twitter (TWTR) Reports 1Q'15 Results and Dives

Twitter (TWTR) had an intra-day high of $52.54 on 02015.04.27. After the market closed Twitter reported 1Q'15 results. The next day TWTR closed at $42.27 and yesterday (02015.04.29) it closed at $38.49. TWTR 52-week range: $29.51 - $55.99.

Our TWTR shares are now underwater, but I'm not selling.

Saturday, April 25, 2015

Amazon.com (AMZN) Reports 1Q'15 Results

Five days ago I had a Stocks::Stuffer posting titled Amazon.com (AMZN) Approaching $400. Yesterday, 02014.04.24, AMZN blew past $400 hitting an intra-day high of $452.65 before closing at $445.10. Amazon.com reported 1Q'15 results on Thursday (02014.04.23) and Wall Street awarded the company on Friday lifting the shares 14.13%. Volume was 17.2 million vs. 3.7 million.

It appears as though Amazon.com's "cloud" is working well.

Google (GOOG/GOOGL) Reports 1Q'15 Results

Google (GOOG/GOOGL) reported 1Q'15 results after the market closed on Thursday (02015.04.23). Yesterday, 02015.04.24, GOOG closed at $565.06, up 3.3%, and GOOGL closed at $573.66, up 2.9%. Neither stocks hit made new 52-week highs.

31 days + 28 days + 31 days equals 90 days.

Free cash flow: $3.69 billion.

Capital expenditures: $2.927 billion.

Number of Googlers: 55,419 (53,600 end of 2014; 46,170 year ago).

Effective tax rate: 22%.

"Cash" on 31 March 2015: $65.436 billion.

Wednesday, April 22, 2015

Facebook (FB) Reports 1Q'15 Results

Facebook (FB) reported 1Q'15 results after the market closed today (02015.04.22). From the company's press release.
Capital expenditures for the first quarter of 2015 were $502 million.

Cash and cash equivalents and marketable securities – Cash and cash equivalents and marketable securities were $12.41 billion at the end of the first quarter of 2015.

Free cash flow – Free cash flow for the first quarter of 2015 was $1.20 billion.

I don't why Facebook's tax rates are so high.

GAAP income tax expense for the first quarter of 2015 was $420 million, representing a 45% effective tax rate. Non-GAAP effective tax rate would have been approximately 35%.

FB closed today (02014.04.22) at $84.63. 52-week range: $54.66 - $86.07. FB was down ~1.3% in after hours trading.

Tuesday, April 21, 2015

Yahoo! (YHOO) Reports 1Q'15 Results

Yahoo! (YHOO) reported 1Q'15 results after the market closed today (02015.04.21). Yahoo!'s CEO Marissa Mayer: "Yahoo is amidst a multi-year transformation to return an iconic company to greatness. Wall Street's early response: Yawn. In after hours trading YHOO was down ~2%.

YHOO closed today (02015.04.21) at $44.49. 52-week range: $32.93 - $52.62.

Illumina (ILMN) Reports 1Q'15 Results

Illumina (ILMN) reported 1Q'15 results after the market closed today (02015.04.21). This the first headline I saw: "Illumina Reports Strong Start to Fiscal Year 2015" via Business Wire. In early after hours trading ILMN was at $204.98, up 2.75%. Today, ILMN closed at $199.50, up ~3.3%.

From the press release: "In the first quarter we delivered significant earnings growth as a result of strong demand for products across our sequencing portfolio," stated Jay Flatley, CEO. "While the genomics market remains nascent, our best-in-class product offerings are accelerating adoption, setting the stage for a robust 2015."

ILMN closed today at $199.50. 52-week range: $128.38 - $213.33.

iRobot (IRBT) Reports 1Q'15 Results

iRobot (IRBT) reported 1Q'15 results after the market closed today (02015.04.21). This the first headline I saw: "iRobot First-Quarter Financial Results Exceed Expectations" via PR Newswire. After hours trading, however, says a different story: "After Hours : 30.92 Down 2.28 (6.86%) 4:04PM EDT".

It appears Wall Street did not like the following statement from iRobot's CEO Colin Angle: "Based on our Q1 results and our outlook for the rest of 2015, we continue to expect revenue of $625 to $635 million, driven by Home Robot growth. We are reducing the high end of our EPS and Adjusted EBITDA ranges..."

IRBT closed today (02015.04.21) at $33.20, down 3.4%. 52-week range: $28.05 - $42.00.

Monday, April 20, 2015

Amazon.com (AMZN) Approaching $400

Amazon.com (AMZN) hit a new 52-week high today (02015.04.20) of $391.94 before closing at $389.51. Each new week high is also a new all-time high for AMZN. The question has become when will AMZN hit $400?

Tuesday, April 14, 2015

Alcatel-Lucent (ALU) Spikes To New 52-Week High

Alcatel-Lucent (ALU) spiked yesterday (02015.04.13) to a new 52-week high of $4.50 before closing at $4.35, up almost 8% for the day. Volume was 32.1 million vs. 7.2 million. For the GDT::Portfolio, ALU has been a long-time bottom-feeder, so any pop of the stock is welcomed. This morning I saw the following headline: "Nokia Confirms Advanced Takeover Talks With Alcatel-Lucent.

Thursday, April 9, 2015

Twitter (TWTR) Up On Takeover Chatter

Twitter (TWTR) is nearing a new 52-week high thanks to "take-over" chatter. According to some analysts, Twitter's worth twice its current value. If true, then I don't understand why the TWTR closed yesterday (02015.04.08) at only $52.30. 52-week range: $29.51 - $55.99.