Top alert for 2014: MYGN (50%), LIVE (45%), CTIC (115%), KOOL (88%), PZG (32%), GOLD (6%), IOC (6%), RSOL(18%), PLUG (70%), IMMU (26%)

Sunday, January 31, 2016

Ackman, Herbalife ($HLF) unscathed by probes: WSJ

Two government probes into the conduct of longtime antagonists Pershing Square (N:SQ) Holdings and Herbalife (N:HLF) have failed to find sufficient evidence of criminal wrongdoing by either party, the Wall Street Journal said, citing people familiar with the matter.
The probes included an investigation of claims that Herbalife, a nutrition and weight loss company, has a fraudulent business model, and an inquiry into allegations that investment firm Pershing Square manipulated Herbalife's stock, the Journal said.
The queries mark yet another point of tension in the feud between the two parties. Pershing Square's chief executive, William Ackman, has bet $1 billion of his firm's $15 billion in assets under management against Herbalife and has been one of the company's most vocal critics, comparing its business model to a pyramid scheme.
The U.S. attorney's office in Manhattan and the Federal Bureau of Investigation conducted the probes with help from the feuding parties, each of which hoped that investigations into the other would bear fruit, the newspaper said.
The Journal added that the investigations could be rekindled if additional evidence was brought to bear, citing people familiar with the matter.

Friday, January 29, 2016

Earning play for Feb 1st - 5th: ARRY, WNC, MPLX, ATW, TTWO, NE, GPRO, DNKN, CHTR, FIT, WETF

Earning Play: ARRY, WNC, MPLX, ATW, TTWO, NE, GPRO, DNKN, CHTR, FIT, WETF
TickerCompanyPerf MonthPerf YearPriceVolumeEarnings
ARRYArray BioPharma Inc.-25.72%-58.58%3.094,028,316Feb 02/b
WNCWabash National Corp.-9.05%-14.26%11.06943,417Feb 02/a
ATWAtwood Oceanics, Inc.-40.79%-76.76%6.135,912,534Feb 02/a
MPLXMPLX LP-18.16%-60.94%30.771,537,900Feb 03/b
TTWOTake-Two Interactive Software Inc.-3.15%15.32%34.701,848,976Feb 03/a
XPOXPO Logistics, Inc.-15.37%-40.26%22.851,065,226Feb 03/a
NENoble Corporation plc-28.79%-46.78%7.796,837,972Feb 03/a
GPROGoPro, Inc.-37.36%-77.48%11.456,592,087Feb 03/a
DNKNDunkin' Brands Group, Inc.-7.82%-14.27%39.361,741,912Feb 04/b
CHTRCharter Communications, Inc.-7.46%12.67%171.362,282,788Feb 04/b
FITFitbit Inc.-43.44%-16.604,425,638Feb 04/a
WETFWisdomTree Investments, Inc.-26.34%-32.28%12.003,813,372Feb 05/b

Earning Play:MAT, AGCO, OCLR, PACB, WYNN, CLR, NUS, COTY, SCCO
Chart:
      
    

Premarket Trading Ideas for Feb 1st: FCX

Economic Calendar:
8:30 Personal income
8:30  Personal spending
8:30  PCE Price Index
9:45  Manufacturing PMI
10:00 Construction Spending
10:00 ISM Manufacturing
19:00 Vehicle Sales

Eanings After Hour:GOOG, MAT, RCII, IDTI
Premarket Earning: AET, CAH, SOHU, HAE, CYOU
Aetna Inc. ( AET ) is reporting for the quarter ending December 31, 2015. The hmo company's consensus earnings per share forecast from the 12 analysts that follow the stock is $1.20. This value represents a 1.64% decrease compared to the same quarter last year. In the past year AET has met analyst expectations once and beat the expectations the other three quarters. Zacks Investment Research reports that the 2015 Price to Earnings ratio for AET is 13.08 vs. an industry ratio of 14.60. 

Cardinal Health, Inc. ( CAH) is reporting for the quarter ending December 31, 2015. The medical/dental supplies company's consensus earnings per share forecast from the 10 analysts that follow the stock is $1.25. This value represents a 4.17% increase compared to the same quarter last year. In the past year CAH has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 25.45%. Zacks Investment Research reports that the 2016 Price to Earnings ratio for CAH is 14.93 vs. an industry ratio of 33.70. 
Sohu.com Inc. ( SOHU) is reporting for the quarter ending December 31, 2015. The internet services company's consensus earnings per share forecast from the 1 analyst that follows the stock is $-0.88. This value represents a 69.23% decrease compared to the same quarter last year. SOHU missed the consensus earnings per share in the 4th calendar quarter of 2014 by -13.04%. Zacks Investment Research reports that the Price to Earnings ratio for SOHU is 0.00 vs. an industry ratio of -21.00, implying that they will have a higher earnings growth than their competitors in the same industry. 


Haemonetics Corporation (HAE ) is reporting for the quarter ending December 31, 2015. The medical products company's consensus earnings per share forecast from the 6 analysts that follow the stock is $0.47. This value represents a 11.32% decrease compared to the same quarter last year. HAE missed the consensus earnings per share in the 1st calendar quarter of 2015 by -7.84%. Zacks Investment Research reports that the 2016 Price to Earnings ratio for HAE is 17.82 vs. an industry ratio of 8.00, implying that they will have a higher earnings growth than their competitors in the same industry. 
Changyou.com Limited CYOU ) is reporting for the quarter ending December 31, 2015. The internet content company's consensus earnings per share forecast from the 1 analyst that follows the stock is $0.54. This value represents a 157.14% increase compared to the same quarter last year. In the past year CYOU has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 181.82%. Zacks Investment Research reports that the Price to Earnings ratio for CYOU is 0.00 vs. an industry ratio of -22.20, implying that they will have a higher earnings growth than their competitors in the same industry. 

Previous Alert: PYPL

Thursday, January 28, 2016

Premarket Trading Ideas for Jan 29th: MSFT, MPO

Chart of the day: MPO
MPO

Premarket Earnings to watch: CVX, MA, HON, SPG, PSX, PX
Chevron Corporation ( CVX ) is reporting for the quarter ending December 31, 2015. The oil company's consensus earnings per share forecast from the 9 analysts that follow the stock is $0.48. This value represents a 74.05% decrease compared to the same quarter last year. CVX missed the consensus earnings per share in the 2nd calendar quarter of 2015 by -73.45%. Zacks Investment Research reports that the 2015 Price to Earnings ratio for CVX is 23.33 vs. an industry ratio of 13.00, implying that they will have a higher earnings growth than their competitors in the same industry. 


Mastercard Incorporated ( MA) is reporting for the quarter ending December 31, 2015. The financial transactions company's consensus earnings per share forecast from the 19 analysts that follow the stock is $0.69. This value represents a 4.17% decrease compared to the same quarter last year. In the past year MA has met analyst expectations once and beat the expectations the other three quarters. Zacks Investment Research reports that the 2015 Price to Earnings ratio for MA is 25.39 vs. an industry ratio of 16.80, implying that they will have a higher earnings growth than their competitors in the same industry. 


Honeywell International Inc. ( HON) is reporting for the quarter ending December 31, 2015. The diversified operations company's consensus earnings per share forecast from the 10 analysts that follow the stock is $1.59. This value represents a 11.19% increase compared to the same quarter last year. In the past year HON has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 1.29%. Zacks Investment Research reports that the 2015 Price to Earnings ratio for HON is 15.90 vs. an industry ratio of 11.60, implying that they will have a higher earnings growth than their competitors in the same industry. 


Simon Property Group, Inc. (SPG) is reporting for the quarter ending December 31, 2015. The reit company's consensus earnings per share forecast from the 11 analysts that follow the stock is $2.44. This value represents a 1.21% decrease compared to the same quarter last year. In the past year SPG has met analyst expectations once and beat the expectations the other three quarters. Zacks Investment Research reports that the 2015 Price to Earnings ratio for SPG is 18.72 vs. an industry ratio of 15.60, implying that they will have a higher earnings growth than their competitors in the same industry. 


Phillips 66 (PSX) is reporting for the quarter ending December 31, 2015. The oil refining company's consensus earnings per share forecast from the 7 analysts that follow the stock is $1.30. This value represents a 20.25% decrease compared to the same quarter last year. In the past year PSX has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 33.04%. Zacks Investment Research reports that the 2015 Price to Earnings ratio for PSX is 10.16 vs. an industry ratio of 12.80. 


Praxair, Inc. ( PX) is reporting for the quarter ending December 31, 2015. The chemical company's consensus earnings per share forecast from the 11 analysts that follow the stock is $1.47. This value represents a 6.37% decrease compared to the same quarter last year. In the past year PX has met analyst expectations three times and beat the expectations the other quarter. Zacks Investment Research reports that the 2015 Price to Earnings ratio for PX is 16.91 vs. an industry ratio of 14.00, implying that they will have a higher earnings growth than their competitors in the same industry. 
After Hour Movers: GIMO, AMZN, QSII, QLGC, EA, FTNT,SWKS, MSFT, V
Gigamon, Inc. (NYSE: GIMO14% HIGHER; reported Q4 EPS of $0.29, $0.06 better than the analyst estimate of $0.23. Revenue for the quarter came in at $67 million versus the consensus estimate of $62.76 million.
Amazon.com (NASDAQ: AMZN12.3% LOWER; reported Q4 EPS of $1.00, $0.56 worse than the analyst estimate of $1.56. Revenue was $35.75 billion, with the consensus at $35.9 billion. Net sales are expected to be between $26.5 billion and $29.0 billion, or to grow between 17% and 28% compared with first quarter 2015. (The Street sees Q1 revenue of $27.7 billion.)
Quality Systems (NASDAQ: QSII12.3% LOWER; reported Q3 EPS of $0.16, $0.01 better than the analyst estimate of $0.15. Revenue for the quarter came in at $116.4 million versus the consensus estimate of $125.5 million.
QLogic Corp (NASDAQ: QLGC11.2% HIGHER; reported Q3 EPS of $0.30, $0.04 better than the analyst estimate of $0.26. Revenue for the quarter came in at $122.7 million versus the consensus estimate of $117.37 million. GUIDANCE: QLogic Corp sees Q4 2016 EPS of $0.23-$0.27, versus the consensus of $0.22. QLogic Corp sees Q4 2016 revenue of $113-119 million, versus the consensus of $112.0 million.
Electronic Arts (NASDAQ: EA8% LOWER; reported Q3 EPS of $1.83, $0.02 better than the analyst estimate of $1.81. Revenue for the quarter came in at $1.8 billion versus the consensus estimate of $1.81 billion. Electronic Arts sees Q4 2016 EPS of $0.40, versus the consensus of $0.50. Electronic Arts sees Q4 2016 revenue of $1.275 billion, versus the consensus of $915.41 million. Electronic Arts sees FY2016 EPS of $3.04, versus the consensus of $3.10. Electronic Arts sees FY2016 revenue of $4.363 billion, versus the consensus of $4.56 billion.
Fortinet (NASDAQ: FTNT6.6% HIGHER; reported Q4 EPS of $0.18, in-line with the analyst estimate of $0.18. Revenue for the quarter came in at $296.5 million versus the consensus estimate of $296.22 million. Billings of $380.9 million, up 35% year over year. Fortinet announced that its Board of Directors has authorized a new share repurchase program of up to $200 million through December 31, 2017.
Synaptics (NASDAQ: SYNA4% LOWER; reported Q2 EPS of $1.61, $0.03 better than the analyst estimate of $1.58. Revenue for the quarter came in at $471 million versus the consensus estimate of $478.11 million.
ShoreTel (NASDAQ: SHOR4% HIGHER; reported Q2 EPS of $0.10, $0.05 better than the analyst estimate of $0.05. Revenue for the quarter came in at $90.4 million versus the consensus estimate of $90.17 million.
Skyworks Solutions (NASDAQ: SWKS4% HIGHER; reported Q1 EPS of $1.60, $0.02 better than the analyst estimate of $1.58. Revenue for the quarter came in at $926.8 million versus the consensus estimate of $919.96 million. GUIDANCE: Skyworks Solutions sees Q2 2016 EPS of $1.24, versus the consensus of $1.33. Skyworks Solutions sees Q2 2016 revenue of $775 million, versus the consensus of $817.76 million.
Flextronics (NASDAQ: FLEX4% HIGHER; reported Q3 EPS of $0.35, $0.04 better than the analyst estimate of $0.31. Revenue for the quarter came in at $6.76 billion versus the consensus estimate of $6.51 billion. GUIDANCE: Flextronics sees Q4 2016 EPS of $0.25-$0.31, versus the consensus of $0.27. Flextronics sees Q4 2016 revenue of $5.5-6.1 billion, versus the consensus of $5.98 billion.
Proofpoint (NASDAQ: PFPT3.1% HIGHER; reported Q4 EPS of ($0.11), in-line with the analyst estimate of ($0.11). Revenue for the quarter came in at $74.9 million versus the consensus estimate of $73.46 million. GUIDANCE: Proofpoint sees Q1 2016 revenue of $75.5-76.5 million, versus the consensus of $75.61 million. FY Revenue is seen as $345-$348 million vs $343.19 million
Microsoft (NASDAQ: MSFT2% HIGHER; reported Q2 EPS of $0.78, $0.07 better than the analyst estimate of $0.71. Revenue for the quarter came in at $25.7 billion versus the consensus estimate of $25.26 billion.
Visa (NYSE: V) 1.2% HIGHER; reported Q1 EPS of $0.69, $0.01 better than the analyst estimate of $0.68. Revenue for the quarter came in at $3.57 billion versus the consensus estimate of $3.62 billion. Visa reaffirmed FY2016 guidance.

Previous Alert: UWTI, PYPL
UWTI