Tuesday, February 17, 2015

Hearsay Digest on Wall Street Week of Feb 16 - 20 2015

Stock market research and summary for my too-busy-to-research their own investments family members. All this digest is saying is these stocks may have more movements and volumes than usual. For investors seeking short term returns they should examine for call/short choices. Disclaimer: I am not a certified financial advisor, you should never take anything I write seriously. This is more like notes for myself and family, which I happened to publish. 

Technology Stocks featuring Google Apple Tesla

Google search numbers fell. Unlikely to cut spending, more investment will be spent on growth.  Return lagged behind Apple via Seeking Alpha.

Apple's growth defies the index (NASDAQ) and market it dwells in. It does so by moving into adjacent markets computer -> laptop -> personal electronics (iPod) --> PE iPhone --> now it's moving into watches and wearables! via Seeking Alpha

Tim Cook talks to Goldman Sachs about Apple's continual growth and defying  law of large numbers, beat Wall Street expectations. Apple saw strong iPhone purchase, Swift came out as a new development language, released kits to allow developers access to health data, potentially control home internet of things, build new stores, 50% growth in the emerging market (50 billion dollars, 30 billion is from China, partners with China Mobile), partners with IBM, new data center investments. Very importantly, Apple Watch will be released in April 2015, including a Gold jewelry luxurious quality edition. Retailers are found reluctant to change POS systems during the holiday season. Apple Pay gives a new platform of paying that's partnered with trust-worthy partners, but is also available for small business. Apple Pay is able to provide credit numbers by never providing it to the merchant. 80% of mobile payment at Panera Bread is via Apple Pay. IBM has a lot of field workers, and deep vertical knowledge. IBM is an outstanding partner given its deep industry knowledge. Apple has a mainstream desktop OS as well as a mobile OS, neither of its major competitor can do that (Google Microsoft).

Apple closed with 700 billion market capital setting a record - first American company to close 700 billion dollars +.

Tesla recent events and news indicates growth may be a concern and needs better management via Seeking Alpha Though Elon Musk remains confident for explosive Tesla growth and market dominance in the long wrong. It may not be a good purchase right now.

Intel looks okay on the fundamental side. May not be pessimistic via Seeking Alpha

While BOX had a successful IPO, it may be facing fierce competition from the likes of Google.

Biotechnology Stocks  featuring Gilead Pharmacyclics

Gilead expects to double HCV drug price discounts in 2015. At one point both Gilead and AbbVie (ABBV) were down 7-8% due to the competition -> lower revenue expectation.

Stanford David B. Miklos, M.D., Ph.D., Medical Director of the Blood and Marrow Transplantation-Cellular Therapy Facility at the Stanford University Medical Center gave an oral presentation regarding IMBRUVICA® (ibrutinib) Treatment Shows Efficacy and Tolerability in Heavily Treated Chronic Lymphocytic Leukemia Patients Following Allogeneic Stem Cell Transplant. He is also an Assistant Professor of Medicine at Stanford University. These data were presented at the American Society for Blood and Marrow Transplantation's 2015 BMT Tandem Meeting in San Diego, California. via Yahoo Finance.

Pharmacyclics' Imbruvica is doing well
Apparently Pharmacyclics revenue is growing at a healthy pace.
According to Pharmacyclics' company report it's imbruvica is doing better than most US cancer drugs with the exception of Avastin

In addition to working on the second generation Imbruvica, Pharmacyclics has a pipeline of hematology treatment studies geared for Imbruvica, which is already approved for CLL and MCL.

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