Friday, January 29, 2016

Cray (CRAY) Hits Two $20 Bills

Cray (CRAY) it $40.00 today (02016.01.29). CRAY went public on 01995.09.27 at $21.50. I'm tempted to sell some CRAY at $43.00, but won't. It has taken at least 20 years, 4 months, 2 days (and counting) for CRAY to double. Cray does supercomputing and big data. Supercomputing is required to morph large quantities into information. #Informatics

Thursday, January 28, 2016

Facebook (FB) Spikes Up On 4Q'15 Results

Facebook (FB) reported 4Q'15 results after the markets closed yesterday (02016.01.27). FB closed yesterday at $94.45. Today (02016.01.28) it opened at $107.70 and had an intra-day high of $110.34 before closing at $110.34. FB's all-time high is $110.65. Volume was 107.3M vs. 27.1M. Facebook ended the day with an approximate market value of $308.56B.
             free cash flow:  $2.14 billion
       capital expenditures:  $692 million
         effective tax rate:  36%  ($995 million)
     income from operations:  $2.56 billion
                 net income:  $1.562 billion
         cash & equivalents:  $18.43 billion

Monday, January 25, 2016

Cray (CRAY) Reports Some Good News

Cray (CRAY) generated news this (02016.01.25) morning: "Cray Signs $36 Million Contract to Upgrade Cray Systems at the European Centre for Medium-Range Weather Forecasts (ECMWF)". And... "CRAY is joining the S&P SmallCap 600".

CRAY closed on 02016.01.22 at $32.43. 52-week range: $18.00 - $35.93.

Thursday, January 21, 2016

Twitter (TWTR) Hits New All-Time Low

Twitter (TWTR) hit a new all-time low yesterday (02016.01.20) of $15.48 before closing at $16.69. 52-week high: $53.49. Now increasing noise about Twitter being taken over. Our TWTR investment is well underwater, but I'm tempted to add to our holdings.

NeuroMetrix (NURO) Reports Yet More Good news

NeuroMetrix (NURO) keeps making progress, yet Wall Street is not convinced the company has a future. Headline seen this morning (02016.01.21) prior to the market opening: "NeuroMetrix, Inc. (Nasdaq: NURO) today reported regulatory approval in China for DPNCheck®, a diagnostic test for peripheral neuropathy. The press release said, "China is dealing with an epidemic of diabetes."

One week ago the company reported the following: "NeuroMetrix Announces Highly Positive Industry and Media Reaction to Quell® Wearable Pain Relief Technology at the 2016 Consumer Electronics Show."

NURO closed yesterday at $1.62. 52-week range: $1.35 - $7.84.

Thursday, January 14, 2016

Mace Security Intl. (MACE) Hits a New 52-Week High

Mace Security Intl. (MACE) closed at a new 52-week high of $0.50 yesterday (02016.01.13). MACE is up 28% this year in a market that has been crashing. MACE has a 52-week low of $0.31 and it could take only a second for it to return to that price.

Monday, January 11, 2016

StemCells (STEM) Forever a Penny Stock?

StemCells (STEM) has me thinking... once a penny stock, always a penny stock.

STEM closed last Friday (02016.01.08) at $0.38. 52-week range: $0.31 - $1.39.

Rewind to 02015.12.30... StemCells Inc. (NASDAQ: STEM) was reiterated as Buy and the price target was raised to $2.00 from $1.50 (versus a $0.45 close) at H.C. Wainwright. A week earlier on 02015.12.24... StemCells Stock Could Reach $3. STEM ended 02015 at $0.42.

Thursday, January 7, 2016

Yahoo! (YHOO) Continues to Suck

Yahoo! (YHOO) is seeing increasing pressure to fire its CEO Marissa Mayer. I like Mayer and I think she deserves more time, but today (02016.01.07) there are reports that Yahoo! might fire 10% of workforce and that didn't help YHOO shares. At 10:24am MST, YHOO is down almost 5% for the day. More often than not workforce reductions are treated as good news. My guess is Yahoo! has bloated workforce, so its disappointing that YHOO is now almost within 10% of making a new 52-week low.

YHOO closed yesterday (02016.01.06) at $32.16. 52-week range: $27.20 - $50.41.

Tuesday, January 5, 2016

Mace Security Intl. (MACE) Reports Good News, Yet MACE Remains a Penny Stock

Mace Security International (MACE) issued a press release today (02016.01.05) that stated: "The company projects international sales of the Mace Brand defense sprays in the fourth quarter of 2015 will be up nearly 77 percent compared to similar sales a year ago." Now if only they can make some money and keep MACE from being a penny stock. So far this morning the headline "Concerns Over Safety Generate Surging Demand for Company’s Defense Sprays" hasn't impressed Wall Street.

" MACE closed yesterday (02016.01.04) at $0.38.

First Solar (FSLR) Spikes To New 52-Week High

Earlier today (02016.01.05) I posted about the GDT::Portfolio started off 02016 is a bad way. Numerous stocks had huge percentage decreases, yet I wrote I don't know why, but First Solar (FSLR) was up 1%.

First Solar (FLSR) opened today (02016.01.05) spiking to a new 52-week high. Why? Goldman Sachs upgraded FLSR to a 'Buy' setting a target price of $100. FSLR closed yesterday (02016.01.04) at $66.72. At 7:54am MST, FSLR was at $71.55, up almost 7%.

Bad Start To 02016 For GDT::Portfolio

The start of 02016 in a hashtag: #Ouch!

NeuroMextrix (NURO) and Yahoo! (YHOO) both down 6+%. (AMZN) and Illumina (ILMN) were down almost 6%. iRobot (IRBT) down 4%. Alphabet (GOOG/GOOGL), Facebook (FG), and Twitter (TWRT) were all down ~2.5%. I don't know why, but First Solar (FSLR) was up 1%.

Friday, January 1, 2016

GDT::Portfolio at the End of 02015

Happy 2^10+2^9+2^8+2^7+2^6+2^5.

GDT::Portfolio was up slightly for 02015. Numerous winners offset by too many losers.

GDT::Portfolio top ten at the end of 2015.

(1) Alphabet (21st century informatics/future) [GOOG/GOOGL] (2) Illumina (genomics) [ILMN] (3) Cray (supercomputing/storage) [CRAY] (4) Facebook (21st century informatics) [FB] (5) Red Hat (Open Source software) [RHT] (6) iRobot (robotics) [IRBT] (7) Bruker (scientific equipment) [BRKR] (8) (21st century informatics/e-commerce) [AMZN] (9) American Airlines (transportation) [AAL] (10) Comcast ( telecommunications/mass media [CMCSA]