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GOOG er preview, needs to hit the high end of $13.50/$14eps or better, FB did the equivilent of $3/shr by comparison (having 10x's the float), good beat nice trade up for all social media a/h , TWTR still overvalued, great addition of 200mil new asian users to FB
http://seekingalpha.com/article/1974341-earnings-preview-google-q4-2013
•Google is expected to earn $12.21 per share (on a Non-GAAP basis) on revenue of $16.76 bln, up 37.8% from the year-ago period. The high estimates on the Street are $13.67 per share and $18.14 bln, respectively (Source: Yahoo Finance). Given the run-up in Google shares, look for earnings at the high end of this range in order to sustain the advance.
•According to Zacks Investment Research the estimate for Revenues (Ex-Traffic Acquisition Costs 'TAC') is $13.431 bln.
Best analysis of the Google/Lenovo deal thus far. Seems like Google's plan unfolded perfectly http://stks.co/rvmA
$SCTY $QIHU some of the better bouncers yest also $DDD & $SSYS with $SPY bounce, up again this am, $BIDU up too the momos have memories and $GOOG & $CMG
$SCTY $QIHU some of the better bouncers yest also $DDD & $SSYS with $SPY bounce, up again this am, $BIDU up too the momos have memories and $GOOG & $CMG
IP4s was released same time as the Samsung Galaxy was with larger screen, AAPL was running up to the release date @ 700, the rest is history. But had that conversation here many times before leading up to that point & what the competitive results would be, Jimmie remembers.
Its a good thing they're finally introducing the larger screen, it shows they finally woke up & gives them some hope, also they need a more affordable model for the Chinese consumer. GOOG (& Samsung) win in the end, AAPL is doomed!
But there will be a tradeable boune here too.
Look for that 495s dip tomorow, 504 close enough tonite, one saving grace is AAPL's upcoming release of a phone with larger screens, unbelievable it took them this long to get with that program
$AAPL, Icahn could have waited to pic up more shares, who could have expected guidance to be higher, unless some big surprise out of China which isnt happening. $GOOG really is the 800lb gorilla, innovating in every direction , even schools now giving MSFT a run for its money.
$FB resolved own from that trip top congestion, CMG, PCLN, GOOG
Some good playable bounces out there too, like QIHU off 50ma test & SCTY off the 20dma "66s" today.
Emerging market ETFs FXI & EWZ especially, heres the "pain" & panic selling to start thinking of adding , as for the Eurozone, DB's spectacular report this week with revs down whopping 16% yoy, might have been a sign...
* DB after all those great upgrades recently on NUS DDD & SSYS just before the tanks, itself was a great short, they have been the poster child lately for "shameless pumpers" like no others, even Piper Jaffray ;)
$HLF Third Point liquidates stake in Herbalife, after the bell, this is going to be another exciting year after UPB's great call in NUS.
LMT's surprise 11% drop in profits yoy reported weds, after all those F-35 orders?
Defense momo just came to an abrupt halt, with budget cuts certainly right up ahead this sector play has prolly ran its course. Also RGR & SWHC gun momos rolld right over, have we bought enough extra home protection 57 magnums now?
They took the chinese solars CSIQ JKS & ADR's down hard, after SEC ruling & lower surprise PMI, really rang the registers, especially SINA hit hard (and WYNN!)
SCTY pump to 80 last friday was a short-gift from heaven thanks to DB upgrade to $90, but people forget it was DB that upped NUS DDD & SSYS just before they tanked hard. SCTY has the same market cap as SSYS at $6bil that reported 126mil revs last qtr vs SCTY 48mil.
( SPWR reported 500mil revs last qtr has only a $4bil cap vs SCTY 6Bil, very out of whack)
HLF , Ackaman getting closer to even,after NUS where there's fire theres smoke, hes been a busy boy
FB was R straight so clear across @ 58.50, all shorts there working
DDD dropped today, was was failing so many times at $97/95 and always amazes how momo traders kept trying to bid DDD up on the CES show buzz when the highest target given was only 100 and there's only so many plastic heads of Yoda from StarWars one can print.
CAT on deck for monday, that should be inspring report, get out catcher's mitts.
WYNN sub 200, so much for the GS & ARGU 250 upgrade last week...
CMG weekly, was one beuty of a dub top & nice fade & roll from that "545/550" heres the test now, once again the for/PE to peers weighing in
No doubt some didnt mind taking some profs lately, quite a good short last week.
http://seekingalpha.com/article/1955621-chipotle-mexican-grill-valued-at-over-10-million-a-restaurant?source=yahoo
First NUS with chinese gov't regulatory agency getting involved, now a Senator getting on HLF's case, Ackman's been a busy boy in 2014, a man on a mission fighting back.
Icahn going to tweet it out with him, on FOX biz news tonight taking HLF & TWTR , he's got no worrys or selling shares etc , here is the link to the interview http://stks.co/b08vr
AAPL going to come out with larger screens on next upgrade? That to me is good news long overdue on AAPL's part ,partial game changer forward looking.
Thought that China Acct news this am would help unfold some trades for you guys today... had shorted YOKU yest from 35+, strangely sold down all day from & just as strangely have come to find YOKU traders have this uncanny clairvoyance somehow of intuiting danger, was steadily selling all day yest. (overbought from 35+, did a bounce too)
So much for SINA at 90 been heavy with social media slow down use weighing in of late, BIDU getting tagged pretty good with sell off while QIHU the feisty one. Of course like SFUN they knocked revs out of the park last time & guided higher, why they ran these up after 3D momos stalled, on to the next thing the boyz felt could ramp.
QIHU last ER
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=94385711&txt2find=qihu
$TSLA news (tho topped a little yest) China's Wanxiang seeks Tesla relationship, Reuters reports
Lu Guanqiu, the billionaire head of Wanxiang Group, China's largest auto parts company, says he would welcome ties with Tesla Motors, and that he has an edge over a rival bid for bankrupt U.S. plug-in hybrid car maker Fisker Automotive, reports Reuters.
$DB after recent such stellar upgrades on NUS (150) DDD & SSYS just before each of them took falls, didnt fair to well themselves on the 19th report
Here's their outlook, fitting they should take a hit with calls they've been making lately <phew>
Deutsche Bank reports preliminary Q4 net loss of EUR 1B
Reports preliminary Q4 revenue EUR 6.6B, down 16% from prior year. The decline largely reflected weaker results in Corporate Banking & Securities, and a smaller decrease in Global Transaction Banking, revenues. Quarterly revenues in Deutsche Asset & Wealth Management were up 8% and unchanged in Private & Business Clients from the prior year period.
Deutsche Bank sees FY14 'to be a year of further challenges'
Jürgen Fitschen and Anshu Jain, Co-Chief Executive Officers, said: “2013 was the second successive year in which we have invested in the bank’s future growth and in further strengthening our controls while addressing legacy issues. These factors impacted our financial results. Nonetheless, underlying core business profitability was amongst the highest of the past decade, and we have made Deutsche Bank fitter, safer and better balanced. We expect 2014 to be a year of further challenges and disciplined implementation; however, we are confident of reaching our 2015 targets and delivering on our strategic vision for Deutsche Bank.”
Up early, here's an interesting twist to start the day, after some fantastice runnups on QIHU SFUN YY etc .....
Judge Suspends Chinese Units of Big Four Auditors http://online.wsj.com/news/articles/SB10001424052702303448204579337183810731744
Or a more detailed recap here
SEC bans China Big Four
http://www.chinaaccountingblog.com/weblog/sec-bans-china-big-four.html
tho QIHU did get some other good news, has been momo mode off 80 after upgade
Qihoo 360 to distribute and facilitate Disney's mobile games http://stks.co/b08gq $QIHU
350s sold for 9 today, NFLX opens up say 395 or 45 above strike, you'd pocket maybe $3500-3700 per or almost $40k on 10 contracts, think thats abot right and 375s sold for 2.5o
Give Reed another raise!
WDC a little flat on guidance so taking it down to 85s from 89 a/h
sees Q3 EPS $1.80-$1.90, consensus $1.95
Sees Q3 revenue $3.65B-$3.75B, consensus $3.73B
also a triple @90 so proftakers assured there
EBAY almost 61 , everything's poppin even F5 Networks reports Q1 EPS ex-items $1.22, consensus $1.19
Reports Q1 revenue $406.5M, one estimate $397.28M.
NFLX dip to 320 run to 390 ! and little too far for the resS there also good
Netflix sees adding 1.6M net international users in Q1
Sees 12.53M total international members at Q1-end. Sees 11.52M paid international members at Q1-end.
good #s
NFLX dip to 320 run to 390 ! and little too far for the resS there also good
Who said $WYNN would fall? ... i did! told ya yest too far near 220
NFLX been long since 320 yest
CMG acting weak since 545 R
Pushing the china dragons
NUS jan 18 130 puts at .75 .... just legendary, what those paid tday ;o)
Sanofi to buy 12 pct of Alnylam, expands rare-disease drug deal
http://finance.yahoo.com/news/sanofi-buy-12-pct-alnylam-050000898.html
NDLS nice short all along, could a get a lift here
PBYI active again today printing $105 & pullback
LULU RSI/MacD rolling, chart said at least "62" ...Still more room for disappointment in lululemon, Barron's says
Despite a new CEO and the resignation of chairman Chip Wilson, lululemon still has "a lot more room for disappointment", Barron's argues in its Barron's Take column.
If it just wasn't for those curves of women, our gear would last longer! What a gaff for a new CEO, this baby was doomed.
yep, coming up off 58 dip, LULU, finally leveling off & maturing, dav would have lovd itt
LULU shares down 10% YTD ahead of Q3 results tmorow( anyone smell 62?)
Lululemon Athletica (LULU) is scheduled to report Q3 before the market open on Thursday, December 12, with a conference call scheduled for 9:00 am ET. Lululemon is a designer and retailer of yoga-inspired apparel operating primarily in North America and Australia.
EXPECTATIONS: Analysts are looking for EPS of 41c on revenue of $376.14M, according to First Call. The consensus range for EPS is 39c-43c on revenue of $367.15M-$388.55M. LAST QUARTER: Lululemon reported Q2 EPS of 39c against estimates for 35c on revenue of $344.5M against estimates for $342.99M; same-store sales increased 8%. The company forecast Q3 EPS of 39c-41c on revenue of $370M-$375M, with a comparable-store sales percentage increase in the mid-single digits on a constant-dollar basis. Additionally, lululemon guided FY13 EPS $1.94-$1.97 on revenue of $1.625B-$1.635B. On its Q2 earnings conference call, lululemon said Q3 was off to a "weak start" driven primarily by late deliveries of fall products "leaving us with a summer product on the floor through August." NEWS: The company recently appointed Laurent Potdevin as the company’s CEO and a member of its board. Potdevin, who previously served as president of TOMS Shoes, will succeed Christine Day, who has served as the company’s CEO since 2008 and who announced her intention to resign in June. Chip Wilson, lululemon’s founder and the chairman of its board, informed the board that he is resigning from the position of non-executive chairman. The board selected Michael Casey, lead director, as the next chairman of the board. Wilson came under fire in November after saying in an interview that women's bodies may be to blame for problems with the luxury workout wear. Wilson publicly apologized for his comments, saying he was "sad for the repercussions of [his] actions". Lululemon said it felt a securities fraud lawsuit claiming that the company meant to sell hundreds of thousands of nearly sheer yoga pants should get thrown out. The company said it did not hope the defect "would remain undiscovered" if customers wore the pants as intended.
STREET RESEARCH: Sterne Agee believes that lululemon's new CEO's lack of public company experience and lack of retail experience may offset what appears to be his strong operational background at better brands. Oppenheimer said it expects the CEO pick to be viewed positively, given his fitness/lifestyle executive experience; Credit Suisse also viewed the selection positively. During the quarter, shares of the stock were initiated with a Neutral rating at Mizuho and with an Overweight rating at JP Morgan. The stock was downgraded at Sterne Agee to Underperform from Neutral, as the firm believes comments from founder Wilson "alienated" customers and sees decelerated 2014 same-store sales trends in 2014.
PRICE ACTION: Over the last three months, lululemon shares are up down almost 1%. Year-to-date, shares are up down about 10%. Ahead of tomorrow's earnings, shares are down almost 1% in mid-day trading. :
LULU shares down 10% YTD ahead of Q3 results ( anyone smell 62?)
Lululemon Athletica (LULU) is scheduled to report Q3 before the market open on Thursday, December 12, with a conference call scheduled for 9:00 am ET. Lululemon is a designer and retailer of yoga-inspired apparel operating primarily in North America and Australia.
EXPECTATIONS: Analysts are looking for EPS of 41c on revenue of $376.14M, according to First Call. The consensus range for EPS is 39c-43c on revenue of $367.15M-$388.55M. LAST QUARTER: Lululemon reported Q2 EPS of 39c against estimates for 35c on revenue of $344.5M against estimates for $342.99M; same-store sales increased 8%. The company forecast Q3 EPS of 39c-41c on revenue of $370M-$375M, with a comparable-store sales percentage increase in the mid-single digits on a constant-dollar basis. Additionally, lululemon guided FY13 EPS $1.94-$1.97 on revenue of $1.625B-$1.635B. On its Q2 earnings conference call, lululemon said Q3 was off to a "weak start" driven primarily by late deliveries of fall products "leaving us with a summer product on the floor through August." NEWS: The company recently appointed Laurent Potdevin as the company’s CEO and a member of its board. Potdevin, who previously served as president of TOMS Shoes, will succeed Christine Day, who has served as the company’s CEO since 2008 and who announced her intention to resign in June. Chip Wilson, lululemon’s founder and the chairman of its board, informed the board that he is resigning from the position of non-executive chairman. The board selected Michael Casey, lead director, as the next chairman of the board. Wilson came under fire in November after saying in an interview that women's bodies may be to blame for problems with the luxury workout wear. Wilson publicly apologized for his comments, saying he was "sad for the repercussions of [his] actions". Lululemon said it felt a securities fraud lawsuit claiming that the company meant to sell hundreds of thousands of nearly sheer yoga pants should get thrown out. The company said it did not hope the defect "would remain undiscovered" if customers wore the pants as intended.
STREET RESEARCH: Sterne Agee believes that lululemon's new CEO's lack of public company experience and lack of retail experience may offset what appears to be his strong operational background at better brands. Oppenheimer said it expects the CEO pick to be viewed positively, given his fitness/lifestyle executive experience; Credit Suisse also viewed the selection positively. During the quarter, shares of the stock were initiated with a Neutral rating at Mizuho and with an Overweight rating at JP Morgan. The stock was downgraded at Sterne Agee to Underperform from Neutral, as the firm believes comments from founder Wilson "alienated" customers and sees decelerated 2014 same-store sales trends in 2014.
PRICE ACTION: Over the last three months, lululemon shares are up down almost 1%. Year-to-date, shares are up down about 10%. Ahead of tomorrow's earnings, shares are down almost 1% in mid-day trading. :
Solars jumped on from the open, knifed & stabbed bloodied again, all due to questions of China really following thru with its green plans which drove them mostly in the first place,any SPY drop these get jumpd. Scalped bounces at the eod, a pop tomorrow would be fun again.
DDD another upgrade by JEF but that dub top on daily stopped that nonsense, SPY was in selling mood, do these analysts have shares they needed to get rid of? 4 upgrades in a week, more people stuck.
Did i mention yest in all that momo noted UNP & FDX sold off? Thats always kind of a tell when they fall when SPY romping to dub top.
PBYI short good for $8 tday, the rest of the bios like ISIS CLDX REGN led by BIIB proftaking all sold more, that short on ISIS from 40 four times really paid off today. CELG finally calling a top on itself too.
Z, there is hope for Zillow, littl pop EOD, TOL reporting tmrrow with AZO