Thursday, February 4, 2016

Indices mixed.....

Indices are mixed after being down then UP and now mixed, all due to oil went from UP to down.

S&P 500 @ 1909.23, high 1927.35, low 1900.52

Internals are positive

Oil Down 64 cents

Gold UP $13.70

Canadian $ UP 45 tick @ .6266 US$

VIX UP 2.59% @ 22.21

In my portfolio :

Added 30% FB @ $111.34

Portfolio BIDU CNQ CTSH FB JKS LNKD MSFT SBUX V

Most stocks are UP

@ 2.26 following are red :

BIDU CTSH FB LNKD MSFT SBUX V RLYP GOOG
LULU COH GPRO NFLX AAPL SINA LRCX M
SPLK MCD UA .....

After close LNKD is reporting, following are expected :

Q4 Sales $857.59 million, EPS 78 cents

Q1 guidance Sales $866.86 million, EPS 74 cents

I expect a beat and higher guidance....

Options are predicting a move of 19% +-

BLOG does NOT give buy or sell.

Saleem

5 comments:

stocktrader_1996 said...

Hi Saleem,

Look at DATA--wow!

This market is still very skewed towards risk if you aren't perfect in results...

Stocktrader

Stocks100 said...


Hi Stocktrader,

YES almost 50% haircut......in DATA

What is your take on LNKD results.....guidance is the issue ...

Saleem

stocktrader_1996 said...

Hi Saleem,

They always guide conservatively. Note the original Q4 guidance of $845-$850M and $0.74 vs actual of $862M and $0.94. That said, the Q1 guidance still shows they are feeling some headwinds and the stock is expensive--not a good mix.

Stocktrader

Stocks100 said...


Hi Stocktrader,

I am debating IF i should sell in AH.....

Saleem

stocktrader_1996 said...

Hi Saleem,

I don't see a reason to buy here, which probably means it heads lower.

Stocktrader