Twitter (TWTR) Reports 4Q'14 Results

Twitter (TWTR) reported 4th-quarter results after the markets closed yesterday (02015.02.05). Wall Street must have liked Twitter's progress because TWTR is up 10% in pre-market trading today (02015.02.06). Right now our TWTR investment is down approximately 5%, so a good gain today will turn the investment green.

TWTR closed yesterday (02015.02.05) at $41.26. 52-week range: $29.51 - $58.98.

iRobot (IRBT) Tanks After Reporting 4Q'14 Results

iRobot (IRBT) was down 11+% this morning (02015.02.05) after reporting 4Q'14 results after the markets closed yesterday. The company had a solid quarter, but short term "investors" didn't like the iRobot's guidance for 02015.

IRBT closed yesterday (02015.02.04) at $31.96. This morning IRBT hit a new 52-week low of $28.05. 52-week range: $28.05 - $48.36. I can't help but wonder at what price does iRobot become a takeover candidate.

[update::02015.02.05] IRBT ended the day at $29.15, down almost 9%, after hitting a new 52-week low of $28.05. Volume was almost 10-times the trailing-3-month average.

Level 3 Communications (LVLT) Reports Solid 4Q'14 Results

Level 3 Communications (LVLT) has been one of the few GDT::Portfolio stocks making new 52-week highs. Another 52-week high was hit today (02015.02.04) after the company reported solid 4Q'14 results. I liked the following from the press release.

"Free Cash Flow was $325 million for the full year 2014, compared to negative $47 million for the full year 2013. [...] Additionally, we expect to generate Free Cash Flow of $550-$600 million for the full year 2015."

LVLT closed yesterday (02015.02.03) at $51.39. Shortly after the market opened today it spiked to a new 52-week high of $53.65.

Google (GOOG/GOOGL) Reports 4Q'14 Results

Google (GOOG/GOOGL) reported 4Q'14 results after the market closed yesterday (02015.01.29). Some tidbits from the press release.

free cash flow: $2.81 billion

"cash" at the end of 02014: $64.40 billion

# of employees (Googlers): 53,600

capital expenditures: $3550 billion

effective tax rate: 16%

GOOG/GOOGL closed yesterday at $510.66 and $513.23, respectively. Right now (10:58am EST on 02015.01.30) GOOG/GOOGL are up 3.49% and 3.61%, respectively.

I've been logging Google's quarterly results since 4Q'08.

Facebook (FB) Reports 4Q'14 Results

Facebook (FB) reported 4Q'14 results and I thought they were good. A few tidbits from Facebook's 4Q'14 press release.

"We got a lot done in 2014. Our community continues to grow and we're making progress towards connecting the world," said Mark Zuckerberg, Facebook founder and CEO.

Capital expenditures for the fourth quarter of 2014 were $517 million.

Free cash flow for the fourth quarter of 2014 was $1.07 billion.

37% effective tax rate.

Cash and cash equivalents and marketable securities were $11.20 billion at the end of the fourth quarter of 2014.

FB closed yesterday at $76.24. 52-week range: $54.66 - $82.17.

Yahoo! To Yahoo! (YHOO)

Yahoo! reported 4Q'14 results after the market closed and the company had a solid quarter. I liked the following two items from the press release.

Cash, cash equivalents, and marketable securities were $10 billion as of December 31, 2014 compared to $5 billion as of December 31, 2013, an increase of $5 billion.

During the fourth quarter and year ended December 31, 2014, Yahoo repurchased approximately 22 million and approximately 62 million shares, respectively, for $980 million and $2.4 billion, respectively.

In addition to reporting 4Q'14 results, Yahoo! announced it was executing a "tax-free spin-off of the company’s remaining holdings in Alibaba Group (BABA) into a newly formed independent registered investment company (“SpinCo”). The stock of the new company will be distributed pro rata to Yahoo shareholders, resulting in SpinCo becoming a separate publicly traded company."

YHOO closed today (02015.01.27) at $47.99. 52-week range: $32.15 - $52.62.

[update::02015.01.29] YHOO had quite a day yesterday (02015.01.28). It had an up gap open of ~3.6, but it ended the day down ~3.2% at $46.46. Intra-day high: $50.32.

Illumina (ILMN) Closes Above $200

Illumina (ILMN) closed above $200 for the first time on 02015.01.26. ILMN closed at $201.68. 52-week range: $127.69 - $201.95. I'd like to see the company do a 2:1 or 3:1 or 4:1 stock split.