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S&P/ Nasdaq Stock Discussion - FEBRUARY 2018
ANET:

 

Technology

How Cisco Legal Battle Reared Its Head In Arista's Big Sell-Off

What's behind Arista Networks' (ANET) big sell-off today following its fourth-quarter earnings report and 2018 guidance? Its legal and marketing battle with Cisco Systems (CSCO) played a part, say analysts.

X On its earnings call, Arista told analysts that revenue growth from its "cloud" customers — the likes of Microsoft (MSFT), Facebook (FB) and Amazon.com (AMZN) — slowed because of a prolonged "workaround" process tied to its long-running Cisco legal battle.

Arista, a maker of computer network switches, plummeted 19% to close at 249.49 on the stock market today. Cisco gained 0.6% to 44.33. Arista stock had run-up 200% the past year before it reported earnings late Thursday.

Shares plunged Friday in the highest volume of the stock's run, which triggers a sell signal. The stock also is close to erasing a 27% gain from a breakout past a 245.75 buy point Jan. 8 as shares head to a weekly loss in the highest weekly volume since Arista went public. Investors who bought near that entry should sell. Those who have held the stock longer should consider taking profits.


IBD Survey: What New ETFs Would You Like To See Created?

 


Arista has denied infringing Cisco patents but has been modifying its networking software to resolve issues.

"The cloud titan softness continued, driven by further delays in patent workaround testing for some of the more complex use cases," Tim Long, a BMO Capital Markets analyst, said in a report to clients.

Arista's fourth-quarter profit handily beat views but revenue growth of 43% to $468 million was just $4 million above expectations.

"Lesser beats are getting punished," Steven Milunovich, a UBS analyst, said in a report to clients.

Arista told analysts that product certification tied to the software workarounds will be completed for its key cloud customers in early 2018. If that's the case, cloud revenue should rebound in the first half of 2018. On the other hand, Arista's earnings call commentary set the expectation for "mid-20s" revenue growth in 2018, which is below the street's 27.5% estimate, analysts say.


Track Top Stocks And Market Trends With Free IBD Newsletters

 


Bears argue that there's more going on than delays in the software work-around process. The guidance could reflect stiffer competition from Cisco for cloud customers, including Microsoft, Alibaba Group (BABA) and Facebook.

George Notter, a Jefferies analyst, says the bears are wrong.

"We don't believe (Arista) is seeing any particular share losses at meaningful customers," he said in a report.

Arista seems confident that its network switches will continue to be in demand for so-called "hyperscale" data centers packed with high-performing servers, and communications and data-storage infrastructure.

Andy Bechtolsheim, an Arista co-founder and board chairman, said at a Goldman Sachs tech conference on Feb. 13 that growing use of artificial intelligence software will drive purchases of specialized and high-speed data center equipment, including its network switches

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S&P/ Nasdaq Stock Discussion - FEBRUARY 2018



AstraZeneca's Lynparza Now 'King' Of Its Class — Triumphing Over Tesaro

AstraZeneca's (AZN) Lynparza is now "king" of its realm in cancer treatments — beating out rival Tesaro (TSRO) — an analyst said Friday after the U.K.-based drugmaker reported sales of the cancer drug that crushed expectations.

X During the fourth quarter, AstraZeneca reported $54 million in U.S. sales of Lynparza, smashing the consensus view for $39 million, RBC analyst Kennen MacKay said in a note to clients. That beat Tesaro's guidance for $40 million to $50 million in sales of rival Zejula.

Lynparza, Zejula and Clovis Oncology's (CLVS) Rubraca all belong to a class of medicine called PARP inhibitors which are being used to treat ovarian cancer but have some promise also in breast, prostate and other cancers.

This is the second straight quarter of strong U.S. Lynparza sales following the August approval as a second maintenance therapy in a broad group of ovarian cancer patients, MacKay said. U.S. Lynparza sales have now more than doubled since that approval.

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S&P/ Nasdaq Stock Discussion - FEBRUARY 2018
NKTR:

Nektar Therapeutics (NKTR) and Bristol-Myers Squibb (BMY) could be amid a similar plot. In September 2016, the duo paired up to test Nektar's drug called NKTR-214 with Bristol's Opdivo in patients with melanoma, kidney cancer and lung cancer. In November, Nektar presented strong early data from the combos.

Loncar pegged Nektar as a potential takeover target in 2018, calling NKTR-214 "revolutionary." Days later, Bristol announced it would pay Nektar $1.85 billion upfront — comprised of $1 billion in cash and the purchase of 2.28 million shares — to test NKTR-214 with Opdivo and Opdivo plus Yervoy.

The deal allows Bristol to remain the leader in immuno-oncology/immuno-oncology combinations without risking a $16 billion bid on Nektar, Evercore analyst Umer Raffat said in a Feb. 14 note to clients.

"I have no doubt (Nektar's) phone has been ringing off the hook since (November) because their data was so interesting," Loncar said. "If someone is bold enough to buy them, it could put the acquirer into a class of their own in immuno-oncology."

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S&P/ Nasdaq Stock Discussion - FEBRUARY 2018
Louise Yamada on Rates:

 
 
 
 
 
 
 
 
 
0:06
/
1:43
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Rates are entering a new phase in their cycle: Yamada

1:56 PM ET Fri, 16 Feb 2018

Bonds are entering a new rising rates cycle for the first time in decades. Technician Louise Yamada explains what this means for the market.

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S&P/ Nasdaq Stock Discussion - FEBRUARY 2018
SAM, You are Da Man.

IBD BIG CAP 20

These 3 Big Caps Show Signs Of Acceleration

Acceleration in either earnings growth or revenue growth is a bullish development. The Big Cap 20 has a few stocks that might pass the acceleration test in 2018.

For purposes of this screen, IBD looked at annual sales and profit growth in 2017 and the Street's estimated growth in ... More »

IBD BIG CAP 20 STOCK LIST: This daily screen uncovers top-rated, large-cap growth stocks for your consideration. Big Cap 20 companies can deliver outsize gains without the volatility of smaller growth stocks. Click ticker for latest chart analysis
Symbol/
Company
RankPricePrice
% Chg
Vol
%Chg
EPS
%Chg
Sales
%Chg
Tools
NFLX
netflix inc
3278.520.6-11.317333 
ANET
arista networks
1249.4919.0925.46443 
SPGI
s&p global inc
18189.280.23.04514 
FB
facebook inc cl a
2177.361.4-9.28347 
MA
mastercard inc cl a
8175.650.614.43320 
02/16/2018 (Market Close)

Screen results as of 2/16/2018

[0216-arista]

Arista Networks Dives On Earnings, Tests Support

02/16/2018 11:31 AM ET IBD 50 leader Arista Networks tumbled 15%. Q4 earnings were stronger than expected, but revenue only narrowly topped targets and ...

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S&P/ Nasdaq Stock Discussion - FEBRUARY 2018
Saw all 4 Cross overs. Last one at $222 when MACD Bars stated decreasing in size till it turned +ve.
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S&P/ Nasdaq Stock Discussion - FEBRUARY 2018
Thanks Sam.

MACD is saying BUY me now so I can Fill the Gap, I hope.

There is a Gap at $205 wich did not get filled 10 days ago. I was waiting for it to filled so I can buy 25 more Shares.

But I think $227 gap will be filled next week.
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PENNY STOCKS DISCUSSION - FEBRUARY 2018
Lshark, It's easy. Desk Top is SCREEN you get when boot your Computer to start.

 Open Yahoo.com web Site. On Yahoo.com web site Get your Big Chart on.

Then Right Click on the Mouse & you get Drop window. In the 5th Box You will See CREATE  SHORT CUT.

On the Next window Click on YES to get short cut on your DESK TOP.

DING. And you got the Big Chart in a New window. You are  in business to get any chart you want by changing the Symbol.

Lshark, Hope that's clear.
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PENNY STOCKS DISCUSSION - FEBRUARY 2018
Lshark & CMAC38, I have my SET UP Chart on Big Charts. Then I create a short cut to Desk Top.

So when I want to Open Big charts with all the shenenigan, I go to Desk Top & Double ckick on it. The Chart come up in a NEW Window. That Simple. Then just keep changing the Symbols to get new Charts.
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S&P/ Nasdaq Stock Discussion - FEBRUARY 2018
Sam, Thanks for your perspective on Chin. Internets.

I own 25 Shares of Bidu bought in Dec. 2017 for $230+

I plan to buy in coming decline NEXT WEEK.
.
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S&P/ Nasdaq Stock Discussion - FEBRUARY 2018


3 Stocks With Monster Long-Term Growth Potential

The Chinese internet growth narrative is still in its early innings, meaning more upside for stocks like WB, BIDU, and JD

By Luke Lango, InvestorPlace Contributor

http://bit.ly/2GkQVvr
[chinamsn-1]

Source: Maher Najm via Flickr

One of the hottest growth narratives in the market over the past 12-24 months has been the Chinese internet growth narrative.

It has become increasingly clear during that time frame that China is urbanizing at an unprecedented rate. This is big news because China has so many people. China’s working population numbers 770 million, more than five times as big as America’s working population.

Therefore, as these 770 million Chinese consumers start to adopt the consumer behavior of America’s 140 million consumers, growth will be huge and far-reaching. This all translates into more shopping, more internet usage, more social media usage, more digital advertising … essentially, more everything.

Investors have been concerned about the longevity of this growth narrative, but a recent wave of strong earnings reports from big Chinese internet players implies that we are far from the end. Indeed, given just how many people are in China, we still might be in the early innings.

By and large, I think Chinese internet stocks will continue to trend up over the next several months, quarters and years. Here are my three favorite picks.

wb stock
Source: Shutterstock

My first pick on this list is Chinese social media company Weibo Corp (ADR) (NASDAQ:WB).

Many investors consider Weibo the Chinese Twitter Inc (NYSE:TWTR). But WB would probably be offended by that comparison. After all, WB has more users than TWTR, is growing much more quickly than TWTR and is much, much more profitable.

Why? Probably because there isn’t a Facebook Inc (NASDAQ:FB) in China to steal all the users and engagement. There are other large social media platforms hosted by Tencent Holdings Ltd (OTCMKTS:TCEHY), but the use case of those platforms doesn’t cannibalize the use case of WB. Plus, Weibo does a great job of distinguishing itself from the Chinese social media pack through investments in short video and social relations.

All in all, as the Chinese internet growth narrative continues to explode and more and more consumers adopt social media, Weibo should concurrently grow.

Just look at the numbers. Revenue growth was 67% at the beginning of last year. It ended the year at 77%. Revenue growth for the full year was 75%, up from just 37% last year. Its expected to be 70% next quarter.

Considering Weibo only has 400 million monthly active users against WeChat’s near 1 billion user base and that social media competition is relatively muted, I think there is a clear roadway for Weibo to get to a billion users. That means these 50%-plus revenue growth rates aren’t going anywhere any time soon.

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S&P/ Nasdaq Stock Discussion - FEBRUARY 2018
Ace, Sam, I had said that last week that Da Boys were killing all the Call Options in the Down draft they premeditated. This week they destroyed all the PUTS. Starting Monday Cycle will restart. They will kill CALL Options
for 2 to 3 days. then we go Up, Up & AWAY.
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PENNY STOCKS DISCUSSION - FEBRUARY 2018
Pandora is up 13 Cents.
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S&P/ Nasdaq Stock Discussion - FEBRUARY 2018
BPT is coming down to $20.80

I feel very sorry for the families who lost their loved ones in FLA. SCHOOL SHOOTING.

IT's A SHAME THAT FBI WAS BUSY FOR PAST 3 YEAR TRYING TO ELECT CROOKED & UNSCRUPULOUS HILLARY.
THEY KEEP MISSING OBVIOUS SIGNS OF TROUBLE DESPITE BEING NOTIFIED. THEY SIT & SIT COLLECTING INFO. RATHER THAN APPREHENDING THE CULPRIT. THEY COULD NOT FIND CRUZ. WHAT A LAME EXCUSE. JUSTICE DEPT. SHOULD CLEAN OUT CLINTON HOLD OVERS & START WITH A CLEAN SLATE.

MAY THE DEPARTED SOULS REST IN PEACE IN THE HEAVENS OF THE ALMIGHTY & GIVE FAMILIES COURAGE TO BEAR THIS GREAT LOSS & HELP THE JOYFUL MEMORIES TO CARRY THEM THROUGH THIS UNBEARABLE GRIEF. SO HELP US ALL, GOD.
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S&P/ Nasdaq Stock Discussion - FEBRUARY 2018
CMAC38, NS shows +ve divergence on Weekly & Monthly. Besides, RSI touched 20 & reboundin on Monthly. I am not in yet. But looking at it since Divi. was about week ago plus it is merging with Parent Co.
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S&P/ Nasdaq Stock Discussion - FEBRUARY 2018
NVR: My 2 shares bought 10 days ago during big decline are now up $600.
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PENNY STOCKS DISCUSSION - FEBRUARY 2018
CMAC38 Good Job. It is now $3.30.
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PENNY STOCKS DISCUSSION - FEBRUARY 2018
CMAC38, I hope you got outat $3.70.

Now FTFT is $3.36. at 1:20 PM.
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S&P/ Nasdaq Stock Discussion - FEBRUARY 2018
NVR up $120 now.

AMZN down $10                                        NVDA DOWN ABOUT $3 TO $243+

NFLX down $2.50

TWTR down about $1 is being accumulated on 17 Mill.

EQIX down $ 7 to $399.

FB down $2.50.
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S&P/ Nasdaq Stock Discussion - FEBRUARY 2018
NO Sir. I woolt not touch it witha 10 pole. If you can manipulate the foods, manipulating charts is very easy.
No thanks.


NVR up $60

PCLN up $22

GOOGL Up 15

CMG up $17.
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S&P/ Nasdaq Stock Discussion - FEBRUARY 2018
BPT; I will buy when it come down to fill the Gap at $20.35 -50.
       And let it fill the upper gap at $26+ for next Divi,

BP Prudhoe Bay Royalty Trust, BPT Advanced Chart - (NYSE) BPT, BP Prudhoe Bay Royalty Trust Stock Price - BigCharts.com
[image]
 
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S&P/ Nasdaq Stock Discussion - FEBRUARY 2018
PANDORA:

P Earnings Date

Earnings announcement* for P: Feb 21, 2018

Pandora Media, Inc. is expected* to report earnings on 02/21/2018 after market close. The report will be for the fiscal Quarter ending Dec 2017. According to Zacks Investment Research, based on 11 analysts' forecasts, the consensus EPS forecast for the quarter is $-0.2. The reported EPS for the same quarter last year was $-0.27.

New to earnings? Here's a quick guide for how to read an earnings report.

Consensus Recommendation

[P_smallrm]

Read the latest:

Quarterly Earnings Surprise History

Fiscal
Quarter End
Date
Reported
Earnings
Per Share
Consensus
EPS* Forecast
%
Surprise
Sep201711/02/2017-0.17-0.215
Jun201707/31/2017-0.31-0.3920.51
Mar201705/08/2017-0.37-0.526
Dec201602/09/2017-0.27-0.3625
 

Earnings News & Analysis

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PENNY STOCKS DISCUSSION - FEBRUARY 2018
I would not trade this Chinese stock with HISTORY Of  HIGH probability of Contaminating FOODS -  Items.
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S&P/ Nasdaq Stock Discussion - FEBRUARY 2018
No. I am out of NYMT because of slow movement.

I bought back BPT.

Also, look at NS with 17% DIVI.. But it already paid Divi. on 7th FEB. So did ETP.

NVR up $50

PCLN up $25

GOOGL Up $15.
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S&P/ Nasdaq Stock Discussion - FEBRUARY 2018
Sam, Great & Clear Chart. No questions.

INDEX FUTURES AT 11:30 pm:                    GOLD UP $6.10



Commodity Trading Prices [image]
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UNCH0%0

INDEX FUTURES

Dow Jones Fut (Mar'18)

[image]
Symbol
Price
 
Change
%Change
Volume
DOW FUT25255.00
 
21.000.08%12225
S&P FUT2734.75
 
0.750.03%27261
NAS FUT6824.50
 
8.500.12%12263
S&P MID MINI1900.30
 
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