Amazon.com (AMZN) Market Value Greater Than ExxonMobil (XOM)

#MomentInTime... The market value of Amazon.com is greater than the market value of ExxonMobil.

I read this a.m. that Dow Chemical and Dupont might merge. Their combined market values are only 1/3rd of Amazon.com's market value.

Cray (CRAY); Trimble Navigation (TRMB); First Solar (FLSR)

I am finding it difficult to find the time to keep this blog from going stale especially when the GDT::Portfolio is not meeting (and exponentially exceeding) expectations.

None the less...

Friday, 02015.10.30, was a fun day. CRAY ended the day up 33.29%. Trimble Navigation (TRMB) ended the day up 21.40%. TempeAZ-based First Solar (FSLR) ended the day up 11.92%. FLSR closed on 02015.10.30 at $57.07. On 02008.05.14 FLSR hit an intra-day high of $317.00.

Last Friday was a hockey hat trick, horse racing trifecta, bowling turkey, and on many golf courses a birdie. With respect to the stock market, it was a good day. A day that we would like to see repeat over and over and over.

Alphabet Inc. (GOOG/GOOGL) is Having Fun Playing With the Alphabet

The GOOG/GOOGL shareholder in me believe $0.5 trillion should become Alphabet Inc.'s new baseline (bottom) market value.

Twitter (TWTR) and Facebook (FB)

It bothers me that our Twitter ($TWTR) investment is underwater. "Like us on Facebook. Follow us on Twitter." Is a phrase I hear over and over and over and over. Tweets can be so powerful. One bad tweet can cause major ruin. Facebook (FB) stock is nearing its all-time high, yet Twitter hovers above its all-time low.

Illumina (ILMN) Crashes

Illumina (ILMN) hit a new 52-week low of $130.00 this morning (02015.10.06) and trading has just started. In three months, ILMN has lost 46+% of its market value. Hmm... It almost seems as if the Genomics Age has come an end. Granted, ILMN was a pricey stock, but this crash might be a good buying opportunity for those who would like to add ILMN to their long-term portfolios.

"Demand for sequencing consumables and the HiSeq family of instruments remained strong during the quarter, while instrument sales in the desktop family underperformed our expectations," Illumina CEO Jay Flatley said in a statement.

Red Hat (RHT) Continues to Grow (and Make Money)

Red Hat (RHT) continues to grow. The company reported 2Q'16 results after the market closed yesterday (02015.09.21). I liked the following from the press release:

"We exceeded guidance across a number of financial metrics."

"Operating cash flow was $120 million for the second quarter, an increase of 12% on a year-over-year basis. Total cash, cash equivalents and investments as of August 31, 2015 was $2.0 billion after repurchasing approximately $70 million, or approximately 895 thousand shares, of common stock in the second quarter. As of August 31, 2015, the remaining balance in the current repurchase authorization was approximately $430 million."

"The full year revenue guidance is increased..."

RHT closed yesterday (02015.09.21) at $72.72. 52-week range: $52.53 - $81.49. RHT opened down today (02015.09.22) at $71.45.

Nanosphere (NSPH) Spikes Up, But Can't Sustain the Huge Gain

Nanosphere (NSPH) issued a press release titled "Nanosphere Receives FDA Clearance for First-of-Its-Kind Flexible Respiratory Pathogens Test" prior to the market opening today (02015.09.08).

Previous close: $2.70; open $3.38; intra-day high: $3.64; close: $2.86 (up 5.93%). Volume was 9 million vs. trailing-3-month average of 85,739. There are 7.38 million NSPH shares with ~20% closely held.

NSPH 52-week range: $2.06 - $25.40.