Credit Update with Guru MJ: The ECB Brought out the Bazooka

September 4th, 2014

Courtesy of MJ of M.S. Howells Global credit markets were surprised by the ECB’s forceful actions this morning. The ECB has decided that it is going to force-ably restart European credit markets, consumer driven economic growth, and eliminate the risk of deflation. Its impact on the EUR also indicates that fears over European exports to [...]

Credit Update with Guru MJ: ECB Action Tonight May Disappoint

September 3rd, 2014

Credit to Equity Still Attractive But ECB Action Could Create Opportunity The potential of a Ukrainian – Russian peace agreement has the market on a sugar high. However, we believe the underlying strength in US economic growth and the increasingly aggressive actions and expectations of the ECB are the true issues to follow. In our [...]

EPS Highlights: Gilead Sciences (GILD) The Juggernut

July 24th, 2014

Courtesy of GILD Gilead Sciences: Color on Quarter (90.34 ) RBC Capital Mkts raises their GILD tgt to $102 from $96; they note sales, margins, and EPS are all much bigger than expected and thus earnings power suggests to us that consensus ’14-15-16 EPS estimates are likely to keep going up towards potential of [...]

Company Highlight: Infinera (INFN) Disruptive Technology Changing Transportation Architecture

July 23rd, 2014

Paradigmatic shift in internet routing ramps up speed (100G) as demands on bandwidth intensify David Welch, co-founder of Infinera recently made a presentation entitled “What the Network Will Be”.  In the presentation he illustrates INFN’s disruptive photonic integrated circuit technology and how the company is changing the long haul transportation architecture of the internet by bringing routing intelligence into the transportation [...]

EPS Highlights: Verizon (VZ) Extends Lead As the Best Positioned Telecom

July 23rd, 2014

Courtesy of Verizon beats by $0.01, beats on revs; reaffirms FY14 guidance (50.70 ) : Reports Q2 (Jun) adj. earnings of $0.91 per share, $0.01 better than the Capital IQ Consensus Estimate of $0.90; revenues rose 5.7% year/year to $31.48 bln vs the $31.09 bln consensus Co reaffirms guidance for FY14, sees FY14 revs [...]

EPS Highlights: Microsoft (MSFT) A Real No Brainer

July 23rd, 2014

Courtesy of MSFT Microsoft: Color on Quarter (44.83 ) RBC Capital Mkts raises their MSFT tgt to $47 from $44. Microsoft reported a solid fourth quarter outperforming on virtually all headline results outside of EPS. The highlight of the quarter was the continued success of the co’s cloud products. Guidance was mixed vs. consensus [...]

Stock Market Strategy: Small Caps The Canary in the Coal Mine

May 16th, 2014

Chart to Watch: Small Cap. Growth ETF (IWO) Small Capitalization stocks are the proverbial Canary for the simple reason that, fragile like a Canary, the Small Caps have no real sponsorship. On the whole, this group lacks large institutional holders who tend to support a stock as prices decline by adding to positions. This lack [...]

Game Changers: ISIS Pharm. (ISIS) Phase 2 Data Type 2 Diabetes

May 14th, 2014

ISIS ISIS Pharm reports Phase 2 data on ISIS-GCGR Rx showing significant reduction in HbA1c in patients with type 2 diabetes; greater than 2 percentage point reduction in HbA1c achieved after only 13 weeks of dosing (25.09 ) Co announced positive data from a Phase 2 study of ISIS-GCGRRx in patients with type 2 diabetes [...]

Stock Market Strategy: NASDAQ: Classic Head-and-Shoulders & Blow-Off Top?

May 5th, 2014

Courtesy of Zero Hedge Falling (pun intended) under the category of “I couldn’t have said it better myself” I am reprinting the following piece from the Zero Hedge website, written by Charles Hugh-Smith of OfTwoMinds blog.  This missive simply puts forward in graphic detail the crossroads faced by investors in 2014. This year has been full of [...]

EPS Highlights: Illumina (ILMN) a Juggernaut, Gilead Sciences (GILD) a Blowout, Boeing (BA) a Behemoth

April 23rd, 2014

Courtesy of Illumina (ILMN) Illumina beats by $0.02, beats on revs; guides FY14 EPS above consensus, revs above consensus (147.98 +6.77) : Reports Q1 (Mar) earnings of $0.46 per share, excluding non-recurring items, $0.02 better than the Capital IQ Consensus Estimate of $0.44; revenues rose 27.2% year/year to $421 mln vs the $391.66 mln [...]