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Vertex Pharmaceuticals Incorporated Message Board

jeremysikessr 59 posts  |  Last Activity: Apr 24, 2015 2:25 PM Member since: Jan 9, 2009
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  • ECB lifts waiver on Greek government debt as collateral
    The Governing Council of the European Central Bank decided to lift the waiver affecting marketable debt instruments issued or fully guaranteed by the Hellenic Republic. The waiver allowed these instruments to be used in Eurosystem monetary policy operations despite the fact that they did not fulfill minimum credit rating requirements. The Governing Council decision is based on the fact that it is currently not possible to assume a successful conclusion of the program review and is in line with existing Eurosystem rules. This decision does not bear consequences for the counterparty status of Greek financial institutions in monetary policy operations. Liquidity needs of Eurosystem counterparties, for counterparties that do not have sufficient alternative collateral, can be satisfied by the relevant national central bank, by means of emergency liquidity assistance within the existing Eurosystem rules. The instruments in question will cease to be eligible as collateral as of the maturity of the current main refinancing operation, the ECB noted.

    Sentiment: Strong Sell

  • Jeremy

    Sentiment: Strong Sell

  • jeremysikessr jeremysikessr Feb 3, 2015 10:42 AM Flag

    SSYS was down 35%....think about it...DDD could be down another 10% from here after earnings...easily

    Sentiment: Strong Sell

  • "3D Systems resellers noted more discounting, longer sales cycles, and less optimism about the upcoming quarter than last quarter. In our Oct survey, no SSYS reseller reported Q3 ending below plan, which bodes well for SSYS’ results. In contrast, 29% of DDD’s resellers finished below plan."

    With new target of $30...that means we could see $27 or lower BEFORE earnings and if they screw it like SSYS, DDD could be $25 after earnings

    Sentiment: Strong Sell

  • Nice gap, chart says it will retest

    Sentiment: Strong Sell

  • airline company reported a better-than-expected fourth-quarter profit

    Sentiment: Strong Buy

  • Raytheon Co expects to return to revenue growth as early as 2016, when it sees a low-single-digit increase, Chief Financial Officer Dave Wajsgras told Reuters on Thursday.

    Wasjgras said the company would continue to invest in new technologies, and research and development spending was slated to rise to around $600 million to $650 million in 2015, or about 3 percent of sales, from $500 million in 2014.

    He said the company also continued to look at acquisitions to help fill gaps in its "technology road map" and viewed such deals as an "important element" of the company's growth profile.

    Wasjgras also said the company now expected to book a large international order for the Patriot missile system in the first quarter after failing to complete the deal late last year. He did not name the country, but analysts had expected Raytheon to announce a large order from Saudi Arabia.

    Sentiment: Strong Buy

  • JetBlue Airways reported an 87 percent rise in quarterly profit as it flew more passengers and benefitted from lower fuel prices.

    Revenue passenger miles (RPM), a metric of an airline's passenger traffic, rose 8.5 percent in the fourth quarter ended Dec. 31.

    Average fuel cost per gallon fell to $2.70 from $3.10 a year earlier.

    Net profit increased to $88 million, or 26 cents per share, from $47 million, or 14 cents per share.

    Total operating revenue grew 5.9 percent to $1.4 billion.

    Sentiment: Strong Buy

  • JetBlue reports Q4 EPS 26c, consensus 24c
    Reports Q4 revenue $1.45B, consensus $1.45B. Q4 Revenue passenger milesincreased 8.5% to 9.4B on a capacity increase of 7.0%, resulting in a fourth quarter load factor of 82.1%, an increase of 1.2 points year over year. Yield per passenger mile in the fourth quarter was 14.13c, down 1.5% compared to the fourth quarter of 2013. Passenger revenue per available seat mile, or PRASM, for Q4 decreased 0.1% year over year to 11.61c and operating revenue per available seat mile, or RASM, decreased 1.0% year over year to 12.64c.

    JetBlue sees FY15 capacity up 7%-9%
    Excluding fuel and profit sharing, CASM for the full year 2015 is forecasted to grow between zero and two percent year over year. Capacity is expected to increase between 11%-13% in Q1 and between 7.0%-9.0% for the full year, in line with guidance provided at JetBlue's Investor Day in November. Severe winter weather caused the cancellation of about 4,100 flights in the first quarter of 2014. This increases JetBlue's 2015 capacity growth rate compared to a scheduled versus scheduled basis by about 4% in the first quarter and 1% for the full year

    JetBlue sees Q1 Capacity up 11%-13%
    For the first quarter of 2015, CASM excluding fuel and profit sharing is expected to decrease between (1.5)% and (3.5)% versus the year-ago period. Capacity is expected to increase between 11% and 13% in Q1.

    Sentiment: Strong Buy

  • proposed fiscal 2016 Pentagon budget, which also requests money to develop a follow-on fighter jet.
    The official budget request won't be released until Monday, but Politico reported the Defense Department will ask for $585 billion, $35 million above the limit set by sequestration, requiring Congress to lift its spending limits.
    The budget would include a $10.6 billion request for 57 F-35 fighter jets, up from the 38 F-35s approved for fiscal 2015.

    Sentiment: Strong Buy

  • Raytheon #$%$ Thursday reported a 10% rise in fourth-quarter profit

    Backlog of overseas orders

    Sentiment: Strong Buy

  • jeremysikessr jeremysikessr Jan 29, 2015 7:30 AM Flag

    Raytheon reports Q4 Integrated Defense Systems revenue $1.63B
    Reports Q4 Intelligence, Information and Services revenue $1.54B; Reports Q4 Missile Systems revenue $1.72B; Reports Q4 Space and Airborne Systems revenue $1.66B.

    Sentiment: Strong Buy

  • Raytheon reports Q4 EPS cont ops $1.86, consensus $1.80
    Reports Q1 adjusted EPS of $1.71. Reports Q4 revenue 6.14B, consensus $6.07B

    Raytheon reports Q4 bookings of $7.1B

    The company had bookings of $7.1B in the fourth quarter 2014, resulting in a book-to-bill ratio of 1.16. Full-year 2014 bookings were $24.1B, resulting in a book-to-bill ratio of 1.05 for the year. Reports 2014-end backlog of $33.57B.

    Raytheon sees FY15 EPS cont ops $6.20-$6.35, consensus $6.89
    Sees FY15 adjusted EPS $5.49-$5.64; Sees FY15 revenue $22.3B-$22.8B, consensus $22.57B; Sees FY15 effective tax rate of approximatel y27.5%; Sees FY15 operating cash flow from cont ops $2.3B-$2.6b.

    Sentiment: Strong Buy

  • jeremysikessr by jeremysikessr Jan 28, 2015 8:56 PM Flag


    Sentiment: Strong Buy

  • Reply to

    Chart shows bottom in for day....BUY CALLS NOW

    by jeremysikessr Jan 21, 2015 11:18 AM
    jeremysikessr jeremysikessr Jan 28, 2015 9:51 AM Flag

    If you traded these from the open today, most of them had profitable exit points....hope all did well

  • jeremysikessr by jeremysikessr Jan 27, 2015 4:10 PM Flag


  • Reply to

    Chart shows bottom in for day....BUY CALLS NOW

    by jeremysikessr Jan 21, 2015 11:18 AM
    jeremysikessr jeremysikessr Jan 27, 2015 3:37 PM Flag

    Time to close the CREE puts and take a profit

    Here is the watch list



    Thank me later

  • jeremysikessr jeremysikessr Jan 27, 2015 12:11 PM Flag

    Caterpillar says oil decline to impact producer's CapEx
    The company sees less sales to oil producers due to the decline in oil prices. Caterpillar also notes that the decline in oil will impact oil producing countries construction activity. Sees sales of construction machinery in China lower in 2015. Sees lower sales in rail sector. Comment from Q4 earnings call.

    Caterpillar guidance to be negative for shares, says Wells Fargo
    Wells Fargo says that even with low expectations going into the results, the magnitude of the Q4 miss and guidance beneath consensus is likely to be negative for Caterpillar shares. Wells also sees a negative read-through for Cummins (CMI), Deere (DE), Terex (TEX) and other machinery names.

    Caterpillar Financial reports Q4 revenue down 1% to $703M
    Fourth-quarter 2014 profit after tax was $108 million, a $50 million, or 32 percent, decrease from the fourth quarter of 2013. The decrease in revenues was primarily due to a $23M unfavorable impact from lower average financing rates, partially offset by a $14 million favorable impact from higher average earning assets. During the fourth quarter of 2014, retail new business volume was $3.31 billion, a decrease of $330 million, or 9 percent, from the fourth quarter of 2013. The decrease was primarily related to lower volume in Mining, Asia and Europe, partially offset by increases in North America

    Caterpillar cites dramatic decline in oil for lower outlook
    Caterpillar shares are sharply lower in pre-market trading after the company said the relatively slow growth in the world economy and continued weakness in commodity prices—particularly oil, copper, coal and iron ore—are expected to be negative for its sales. The company projected FY15 sales and revenues in 2015 to be about $50B. The consensus forecast for FY15 was about $55B prior to the report. The company's profit outlook for 2015 is about $4.60 per share, or $4.75 per share excluding restructuring costs, versus consensus of $6.67 prior to the announcement. "The recent dramatic decline in the price of oil is the most significant reason for the year-over-year decline in our sales and revenues outlook. Current oil prices are a significant headwind for Energy & Transportation and negative for our construction business in the oil producing regions of the world. In addition, with lower prices for copper, coal and iron ore, we've reduced our expectations for sales of mining equipment. We've also lowered our expectations for construction equipment sales in China. While our market position in China has improved, 2015 expectations for the construction industry in China are lower," Caterpillar said. Caterpillar shares are down about 5% to $81.50 following the earnings report and guidance

    Sentiment: Strong Sell

  • Caterpillar sees construction spending outside of U.S. to be weak in 2015
    Sees construction spending in the U.S. in 2015 lower than prior expectations due to oil decline.

    Sentiment: Strong Sell

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