This blog covers the stocks that are part of the GDT::Portfolio.
Wednesday, April 30, 2014
Bought Some More Twitter (TWTR) at 12 $Pi ($37.70)
Tuesday, April 29, 2014
Twitter (TWTR) Reports 1Q'14 Results
"We had a very strong first quarter. Revenue growth accelerated on a year over year basis fueled by increased engagement and user growth. We also continue to rapidly increase our reach and scale. With the integration of MoPub, we now reach more than 1 billion iOS and Android users each month, making us one of the largest in-app mobile ad exchanges in the world and the only one at scale to offer native in-app advertising."
Sounds great, but Wall Street doesn't seem to be overly impressed.
TWTR closed on 02014.04.29 at $42.62. 52-week range: $38.80 - $74.73.
Monday, April 28, 2014
Nanosphere (NSPH) Hits New 52-Week Low
Thursday, April 24, 2014
Facebook (FB) Reports 1Q'14 Results
FB closed yesterday (02014.04.23) at $61.36. 52-week range: $22.67 - $72.59. In pre-market trading today (02014.04.24) FB is up almost 4%; however, quoting Facebook Chief Operating Officer Sheryl Sandberg concerning Instagram: "We're very focused on consumer growth, and we move slowly and deliberately in monetization. "We don't see the need or the urge to ramp this as quickly as we possibly can." Hmm... #slowly and #deliberately are not the favorite hashtags for some investors.
iRobot (IRBT) Crashes
Stocks::Stuffer iRobot posting from three weeks ago 02014.04.03...
iRobot (IRBT), after the market closed on 02014.04.02, reported that they had allocated $50 million to buyback IRBT shares over the span of the next year. "The Board's authorization of a share repurchase program reflects our confidence in the health and long-term outlook of the company. With a strong balance sheet and cash flows, we believe we can take advantage of volatile market conditions to buy back our shares while maintaining the flexibility to make strategic investments in our future." -- Colin Angle, iRobot's chairman and CEO
Stocks::Stuffer iRobot posting from yesterday (02014.04.23)...
iRobot (IRBT) reported 1Q'14 results after the market closed yesterday (02014.04.22). I liked iRobot's start to 02014, but IRBT fell 4+% in after hours trading. My guess is Wall Street didn't like CEO Colin Angle saying, "Based on our Q1 results and our outlook for the rest of 2014, we are reaffirming our full-year financial expectations [...]". IRBT closed yesterday (02014.04.22) at $39.65. 52-week range: $26.30 - $48.36.
Wednesday, April 23, 2014
iRobot (IRBT) Reports 1Q'14 Results
IRBT closed yesterday at $39.65. 52-week range: $26.30 - $48.36.
Tuesday, April 22, 2014
Illumina (ILMN) Reports 1Q'14 Results
Our first quarter results have set the stage for a strong 2014. We are experiencing an exciting uptake of our new products, including the NextSeq™ 500 and HiSeq X™ Ten, while demand for the overall product portfolio remains robust. We continue to innovate across the entire spectrum of the sequencing workflow to more broadly enable the adoption of genomics." -- Jay Flatley, CEO.
I particularly like the phrase entire spectrum when it comes to genomics.
Illumina's 1Q'14 press release ended with: "For fiscal 2014 the Company has increased projections [...]".
ILMN closed today (02014.04.22) at $141.21. 52-week range: $59.99 - $183.30. ILMN is up 10+% in after hours trading.