Wednesday, July 31, 2013

Trimble Navigation Limited (TRMB) Reports 2Q'13 Results

Trimble Navigation Limited (TRMB) reported 2Q'13 results and the CEO started off the conference call with the following:
Good afternoon. The issues that impacted us in the first quarter remained with us in the second quarter. These revolved around inconsistent market conditions in multiple regions, deferrals of investment due to continuing economic uncertainty, harsh weather and confusion around government funding sources.

I liked hearing the following with respect to the company's three-year outlook.

We're still rock solid on the idea that we're an organic double-digit growth company.

TRMB closed yesterday (02013.07.30) at $28.02. It opened down today at $27.43. Right now at 8:30am MST it is at $28.29. 52-week range: $21.60 - 332.03.

Tuesday, July 30, 2013

Mace Security Intl. (MACE) Continues Going Up

Mace Security Intl. (MACE) hit a new 52-week high of $0.59 today (02013.07.30). The following chart is for the last 12 months.

On 02013.04.12, MACE closed at $0.42, up ~56% for day. So far MACE has been able to hold onto that gain. Back on April 12th I wrote: "When MACE hits $2, I sell all stocks."

Thursday, July 25, 2013

Facebook (FB) Spikes On 2Q'13 Results

Facebook (FB) had a gap open this morning after reporting 2Q'13 results yesterday (02013.07.14). FB closed yesterday at $26.51 and open today at $33.51, up ~26%. Our FB holdings--at least right now--are no longer underwater.


Wednesday, July 24, 2013

iRobot (IRBT) Dumps On 2Q'13 Results

iRobot (IRBT) is getting hit hard today (02013.07.24) after reporting 2Q'13 results after yesterday's close. Right now: $34.07 Down $4.50 (11.67%) 10:09AM EDT. I have not listened to the conference call, but probably will when time permits.

IRBT 52-week range: $16.25 - $41.12.

Sold Some Illumina (ILMN) at 25.318 $Pi ($79.45)

Illumina (ILMN) closed yesterday (02013.07.23) at $73.77. I had a goog-till-cancel order to sell at 25 $Pi (78.54). Illunima reported 2Q'13 results after the market closed and it spiked to $79.45 (23.318 $Pi) at the open.
Our business demonstrated strong trends globally and our 2013 strategic initiatives for robust long-term growth are progressing as planned. As a result we are raising our expectations for 2013 financial performance. -- Illumina Inc.

Sunday, July 21, 2013

Google (GOOG) Reports 2Q'13 Results

Google (GOOG) reported 2Q'13 results on Thursday (02013.07.18) and I liked them.
Free cash flow was $3.09 billion. Capital expenditures were $1.6 billion. As of June 30, 2013, cash, cash equivalents, and marketable securities were $54.4 billion. Effective tax rate was 24%. On a worldwide basis, we employed 44,777 full-time employees (40,178 in Google and 4,599 in Motorola Mobile) as of June 30, 2013.

GOOG closed at $910.68 prior to the quarterly results. On Friday (02013.07.19), GOOG closed at $896.60 after hitting an intra-day low of $875.61. GOOG 52-week range: $598.25 - $928.00.

Larry Page (Google's CEO): "The shift from one screen to multiple screens and mobility creates tremendous opportunity for Google. With more devices, more information, and more activity online than ever, the potential to improve people’s lives even more is immense."

Saturday, July 20, 2013

Sold Some Yahoo! (YHOO) at 9 $Pi ($28.27)

Yahoo! (YHOO) spiked on 02013.07.17 and I ended up selling some YHOO at 9 $Pi ($28.27). During the week just ended, YHOO hit a new 52-week of $29.83 before ending the week at $29.11. My next YHOO sell target is 12 $Pi ($37.70).

Saturday, July 13, 2013 (AMZN) Closes Above $300 For the First Time (AMZN) ended the week on Friday, 02013.07.12, at a new all-time high of $307.55. It was AMZN's first time closing above $300. I have a good-time-call order to sell one AMZN share at 1-hecto $Pi ($314.16). I don't really want to sell any AMZN, but I want an moment.

Saturday, July 6, 2013

Bought Some More Spire (SPIR) at $0.32

Spire (SPIR) began trading on the OTCQB Marketplace yesterday (02013.07.05) and the company promptly lost ~41% of its market value. Previous close was already a depressed $0.41 when SPIR opened yesterday at $0.11. SPIR closed at $0.27. Volume was ~89,000 vs. trailing-3-month average of 16,725. Current Real-Time Best Bid & Ask $0.271 / $0.35 (2500 x 2500).

Three months ago Spire's CEO, Roger Little, said the following:

"Based on current industry forecasts, the Company expects the PV equipment market to exhibit a recovery and expansion cycle beginning in late 2013 or the first half of 2014, with the expected increase in global demand extending through at least the next several years. As this resurgence evolves, the Company believes that it is well positioned to capitalize on the market trends, including equipment re-tooling, the growth of regional PV module manufacturing, and PV module supply chain transactions."

Despite believing Spire can stay in business long enough for the solar markets to recover, I brought down our average cost per share buying some SPIR yesterday (02013.07.05) at $0.32.

Friday, July 5, 2013

Crexendo (EXE) Added To the GDT::Portfolio

Crexendo (EXE) was added to the GDT::Portfolio at $3.12 per share. Some key statistics: 2.14 PSR (price-sales-ratio); $0.52 cash per share with $0 debt; ~55.7% insider ownership; ~10.57 million shares outstanding; 10.8 SIR (short-interest-ratio).

Tempe, AZ-based, Crexendo is "a hosted services company, provides cloud-based products and services for businesses and entrepreneurs primarily in North America." Mr. Steven G. Mihaylo, age 69, the company's Chairman and Chief Exec. Officer.

EXE closed on 02013.07.03 at $3.00. 52-week range: $2.00 - $3.99.

Sold Some Hanger (HGR) at 11.03 $Pi ($34.64)

Hanger (HGR) opened today (02013.07.05) at $34.64. I had an order to sell some HGR at 11 $Pi ($34.56). Due to the spike opening, we sold some HGR at 11.03 $Pi.

Tuesday, July 2, 2013

Illumina (ILMN) Has a Pi Filled Day

Illumina (ILMN) was downgraded today by an investment firm. For the day (02013.07.02), ILMN closed at $73.44, down 3.71%. ILMN intra-day low was $72.68. During the day ILMN was down both $3.14 per and down 3.14%.

I have a good-till-cancel order to sell some ILMN at 25 $Pi ($78.54). I thought there was a chance the sale would have happened today because yesterday ILMN hit a new 52-week high $77.14. Too bad the investment firm couldn't have waited a few days to issue their downgrade. From "Piper Jaffray downgraded Illumina (ILMN) from overweight to neutral on valuation and applied a $70 target price."

Monday, July 1, 2013

Sold Some iRobot (IRBT) at 13 $Pi ($40.84)

iRobot (IRBT) spiked to a new 52-week high this morning (02013.07.01) and I sold some IRBT at 13 $Pi ($40.84).