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Farmas USA

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Farmas USA
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#83737

Re: Farmas USA

Depende del pulmón de cada uno, podrá estar preocupado más o menos, a mí lo que me preocupa realmente no es el %, es la incertidumbre generada, , a pesar de intuir que ahora es un momento perfecto para hacer carteras futuras a precios muy razonables....
Tengo claro que puedo perder o no disponer en mucho tiempo 3/4 años del 100% de mi cartera, y espero no caer en la tentación de sobrepasar el capital destinado a bolsa.
También espero que NVAX , sea el mejor valor de mi cartera, pero también contemplo que es el de mayor riesgo. 😉

Paciencia y más paciencia, pero de esta saldremos reforzados....tiempo al tiempo.

#83738

Re: Farmas USA

Despues de mi magnifica entrada de metesaca ayer en HZNP ( tanto va el cantaro a la fuente ... ), coloco orden de compra en 15,05 por si suena la campana.

 

 

Lo que me repatea de HZNP es que no suele dejar ver sus intenciones en premarket, el latigazo lo mete justo al abrir, asi se llevan mas cromos por delante , muy puñetera en eso 

#83742

Re: Farmas USA

OFFTOPIC

http://goodmorningwallstreet.blogspot.com.es/

 

Me lo he encontrado, aqui un super batiburrillo de todo un poco

Oppenheimer dice BUY GILD , PO 120$

 

 

 

FEBRUARY 11, 2016
US futures plunge along with global markets as the dollar feels the pressure of Yellens' dovish remarks on future interest rake hikes. Gold soars as investors jump into the safe haven metal.  Overnight, crude dropped below $27 further pressuring the markets around the world. The 10 year Treasury yield is lower by 10 basis points to 1.57%.  Later today Yellen will continue her testimony before Congress as all ears will listen for further confirmation of rate hike possibilities.

NEWS:

  • AMZN: announces $5B buyback authorization
  • LMT: Pentagon looks to reach $15B deal for F-35s in March
  • NVS: Sandoz announces EMA approves MAA for biosimilar pegfilgrastim
  • INCY: halts late stage development of Jakafi for solid tumors after an interim analysis failed to show sufficient efficacy
  • ILMN: Illumina enters bioinformatics partnership with Geomics England

THE ECONOMIC CALENDAR:

  • 8:30AM: Weekly Jobless Claims
  • 9:45AM: Bloomberg Consumer Comfort Index
  • 10AM: Yellen's Congressional Testimony on Monetary Policy
  • 10:30AM: EIA Natural Gas Inventory
  • 1PM: $16B 30 Year Note Auction
  • 4:30PM: Money Supply and Fed Balance Sheet

SOME NOTABLE EARNINGS REPORTED YESTERDAY AFTER THE CLOSE:

  • WFM: FQ1 EPS of $0.46 beats by $0.06: revenue of $4.83B beats by $20M: revenue +3.4% y/y: guides FY16 revenue +3%-5%
  • CSCO: FQ2EPS of $0.57 beats by $0.03: revenue of $11.93B beats by $170M: revenue -0.1% y/y: guides in-line: announces additional $15B to buyback: raises dividend
  • PXD: Q4 EPS of -$0.18 beats by $0.12: revenue of $1.07B beats by $251.51M: revenue -35.9% y/y:lowers FY16 capital budge to $2B
  • EXPE: Q4 EPS of $0.77 misses by $0.23: revenue of $1.7B misses by $10M: revenue +25.0% y/y: Q4 gross bookings +40% y/y: guides FY16 EPITDA growth 35%-40% y/y
  • TSLA: Q4 EPS of -$0.87 misses by $0.99: revenue of $1.75B misses by $50M: revenue +59.1% y/y: guides delivery of 16K vehicles in Q1: guides delivery of 80K-90K vehicles in FY16
  • FRU: Q4 EPS of $1.94 misses by $0.36: revenue of $13.25B beats by $1.72B: revenue -16.3% y/y
  • MYL: Q4 EPS of $1.22 misses by $0.05: revenue of $2.5B misses by $200M: revenue +20.2% y/y: guides FY16 adjusted EPS of $4.85-$5.15 vs consensu $4.97
  • TWTR: Q4 EPS of $0.16 beats by $0.04: revenue of $710M in-line: revenue +48.2% y/y: guides Q1 revenue $595M-$610M vs consensus $629.25M
  • CNO: Q4 EPS of $0.52 beats by $0.15: revenue of $969.6M misses by $19.95M: revenue -3.0% y/y
  • EFX: Q4 EPS of $1.14 beats by $0.03: revenue of $666.3M beats by $3.92M: revenue +6.7% y/y
  • CTL: Q4 EPS of $0.80 beats by $0.15: revenue of $4.48B beats by $60M: revenue +0.9% y/y: guides FY16 adjusted EPS $2.50-$2.70 vs consensus $2.36
  • SKX: Q4 EPS of $0.19 misses by $0.01: revenue of $722.68 beats by $29.2M: revenue +26.8% y/y
  • ZNGA: Q4 EPS of $0.00 in-line: revenue of $182.1M beats by $3.43M: revenue -0.1% y/y
  • IRBT: Q4 EPS of $0.60 beats by $0.04: revenue of $206.42M beats by $4.17M: revenue +29.5% y/y:guides FY16 EPS of $1.20-$1.40 vs consensus $1.64
  • MKL:Q4 EPS of $14.14 beats by $6.93: revenue of $1.42B beats by $90M: revenue +6.0% y/y
  • IFF: Q4 EPS of $1.05 misses by $0.10: revenue of $715.65M misses by $31.41M: revenue -5.3% y/y:guides FY16 revenue up 6.5%-8.5%
  • CSRA: Q4 EPS of $0.48 beats by $0.06: revenue of $1.27B misses by $50M: revenue -5.2% y/y
  • PPC: Q4 EPS of $0.26 misses by $0.14: revenue of $1.96B misses by $30M: revenue -7.1% y/y
  • ORLY: Q4 EPS of $2.19 beats by $0.11: revenue of $1.95B beats by $40M: revenue +10.8% y/y

SOME NOTABLE EARNINGS REPORTED TODAY BEFORE THE OPENING:

  • PEP: Q4 EPS of $1.06 in-line: revenue of $18.59B beats by $80M: revenue -6.8% y/y: guides FY16 core EPS $4.66 vs consensus $4.76: raises annual dividend $0.20/share
  • SON: Q4 EPS of $0.64 beats by $0.02: revenue of $1.27B misses by $10M: revenue -3.8% y/y: guides FY16 EPS $2.64-$2.74 vs consensus $2.69
  • MOS: Q4 EPS of $0.53 beats by $0.09: revenue of $2.16B beats by $230M: revenue -9.2% y/y:announces $75M accelerated share repurchase authorization
  • ALLE: Q4 EPS of $0.89 beats by $0.15: revenue of $545.4M misses by $16.05M: revenue -4.9% y/y:guides adjusted EPS $3.25-$3.40 vs consensus $3.38
  • TU: Q4 EPS of C$0.54 beats by C$0.07: revenue of C$3.22B misses by C$30M: revenue +2.9% y/y: guides FY16 EPS C$2.40-C$2.56 vs consensus C$2.20 FY15: eyes 10% dividend hike in 2016
  • TRIP: Q4 EPS of $0.45 beats by $0.12: Revenue of $309M beats by $10.46M: revenue +7.3% y/y
  • Q: Q4 EPS of $0.90 beats by $0.03: revenue of $1.13B in-line: revenue +6.6% y/y:guides FY16 adjusted EPS $3.70-$3.85 vs consensus $3.70
  • GRA: Q4 EPS of $1.40 beats by $0.08: revenue of $758.7M misses by $31.27M: revenue -5.6% y/y:  guides FY16 adjusted EPS $3.02-$3.21 vs consensus $3.14
  • NOK: Q4 EPS of 0.15 beats by €0.03: revenue of 3.6Bmisses by €280M: revenue +2.9% y/y: announces that the board is considering a special dividend
  • TRI: Q4 EPS of $0.65 beats by $0.07: revenue of $3.15B misses by $20M: revenue -1.9% y/y: guides FY16 revenue growth in low single digits 
  • BG: Q4 EPS of $1.40 misses by $0.10: revenue of $11.13B misses by $720M: revenue -15.9% y/y
  • TIME: Q4 EPS of $0.58 misses by $0.08: revenue of $877M beats by $4.19M: revenue -2.0% y/y
  • TAP: Q4 EPS of $0.49 misses by $0.01: revenue of $844.4M in-line: revenue -13.3% y/y
  • GNC: Q4 EPS of $0.63 beats by $0.01: revenue of $618.2M misses by $3.01M: revenue +1.8% y/y:guides: FY15 EPS $3.15-$3.35 vs consensus $3.19
  • AVP: Q4 EPS of $0.00 misses by $0.08: revenue of $1.61B msses by $210M: revenue -19.9% y/y
  • PBF: Q4 EPS of $0.70 beats by $0.07: revenue of $3.36B misses by $130M: revenue -25.7% y/y
  • HUN: Q4 EPS of $0.51 beats by $0.29: revenue of $2.33B misses by $100M: revenue -21.0% y/y
  • AAP: Q4 EPS Of $1.22 beats by $0.01: revenue of $2.03B misses by $20M: revenue -9.4% y/y
  • NLSN: Q4 EPS of $0.82 beats by $0.02: revenue of $1.62B beats by $10M: revenue -0.6% y/y

SOME NOTABLE EARNINGS TO BE REPORTED TODAY AFTER THE CLOSE:

  • AIG, ATVI, BCOR, CBS, COLM, CRAY, CYBR, DDR, DNB, DVA, EGN, FEYE, GRPN, GUID, HE, INFN, KN, LOGM, NBIX, NUS, NUVA, P, PDFS, QLIK, ROVI, RSG, SCSS, SSNC, TRUP, VRNS, VRSN, WYNN

ANALYSTS' RATINGS CHANGES:

UPGRADES:

  • VOYA: upgrade: underweight to neutral: JP Morgan: pt cut from $45 to $41
  • TEN: upgrade: equal weight to overweight: Barclays
  • ULTA: upgrade: outperform to strong buy: Raymond James: pt cut from $205 to $188
  • ASNA: upgrade: sell to neutral: Goldman Sachs: $7
  • FDC: upgrade: neutral to outperform: Credit Suisse: pt cut from $20 to $12
  • LVLT: upgrade: equal weight to overweight: Morgan Stanley: $60
  • APAM: upgrade: sell to neutral: Citi
  • OHI: upgrade: market perform to outperform: JMP Securities: $31
  • CSCO: upgrade: hold to buy: Jefferies: pt raised from $26 to $27.50
  • HMN: upgrade: neutral to buy: Janney Capital

DOWNGRADES:

  • TWTR: downgrade: overweight to equal weight: Barclays: $19
  • TWTR: downgrade: buy to hold: Topeka Capital: pt cut from $35 to $15
  • RUN: downgrade: overweight to equal weight: Barclays: $7
  • SCTY: downgrade: overweight to equal weight: Barclays: pt cut from $49 to $20
  • CSTE: downgrade: overweight to equal weight: Barclays: $38
  • WEN: downgrade: buy to neutral: JP Morgan: $10.50
  • SNV: downgrade: market perform to underperform: Morgan Stanley: $29
  • RF: downgrade: overweight to equal weight: Morgan Stanley: $9
  • HCP: downgrade: hold to sell: Stifel: $23
  • ARMH: downgrade: market perform to underperform: Bernstein
  • FLO: downgrade: buy to neutral: SunTrust: pt cut from $30 to $20
  • PSEC: downgrade: market perform to underperform: Raymond James
  • DFS: downgrade: buy to neutral: BofA/Merrill: pt cut from $60 to $48
  • COF: downgrade: buy to neutral: BofA/Merrill: $66
  • MA: downgrade: buy to neutral: BofA/Merrill: pt cut from $105 to $92
  • V: downgrade: buy to neutral: BofA/Merrill: $75
  • SEMI: downgrade: neutral to sell: Citi
  • IFF: downgrade: buy to hold: Deutsche Bank

INITIATIONS:

  • SQ: initiated: neutral: SunTrust: $9
  • GILD: initiated: outperform: Oppenheimer: $120

PRICE TARGET CHANGES:

  • AXTA: pt raised from $31 to $32: RBC Capital
  • ZNGA: pt cut from $3 to $2.50: Piper Jaffray
  • WIX: pt cut from $36 to $35: RBC Capital
  • VOYA: pt cut from $53 to $46: RBC Capital
  • UDR: pt cut from $38 to $37: RBC Capital
  • TWTR: pt cut from $34 to $23: RBC Capital
  • TWTR: pt cut from $21 to $15: Mizuho
  • TSLA: pt cut from $240 to $180: RBC Capital
  • TSLA: pt cut from $180 to $155: JP Morgan
  • TSLA: pt cut from $325 to $240: Credit Suisse
  • PRU: pt cut from $91 to $80: RBC Capital
  • PXD: pt cut from $175 to $165: Topeka Capital
  • NTAP: pt cut from $28 to $26: RBC Capital
  • EXPE: pt cut from $180 to $165: RBC Capital
  • CAH: pt cut from $105 to $85: RBC Capital
  • PAA: pt cut from $23 to $19: RBC Capital
  • HDP: pt cut from $25 to $18: Mizuho
  • HDP: pt cut from $36 to $17: Wunderlich
  • FDC: pt cut from $20 to $17: Mizuho
  • CSOD: pt cut from $42 to $34: FBR Capital
  • NGL: pt cut from $15. to $7.50: Wunderlich
  • HUBS: pt cut from $68 to $46: UBS
  • TYL: pt cut from $219 to $211: Maxim Group
  • FSFR: pt cut from $11 to $9: Maxim Group
#83743

Re: Farmas USA

Visto lo de ayer, bien podría ser un día al contrario (serán las ganas) y aún rompiendo esos 4.47$ optimistas que comentas, no estaría mal ver un cierre por encima de ellos.

NVAX

Paciencia.
Es difícil tenerla, pero trae muy buenos resultados.....

#83744

Re: Farmas USA

Framus, según dicen en el FB, de esos 18M de acciones, solo tienen derecho a voto con 590000 acciones. Puede ser que el resto de las acciones que posee Vanguard, estén prestadas a los cortos?
NVAX

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