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St. Jude Medical Inc. Message Board

jeremysikessr 100 posts  |  Last Activity: Aug 26, 2014 1:46 AM Member since: Jan 9, 2009
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  • Reply to

    Have you heard of dead cat bounce?

    by theojoe07 Aug 25, 2014 2:28 PM
    jeremysikessr jeremysikessr Aug 26, 2014 1:46 AM Flag


    Sentiment: Strong Buy

  • But Qihoo should benefit from emerging opportunities in the enterprise security software market, "riding (a) recent favorable government policy shift," wrote JG Capital analyst Henry Guo in a research report Monday. "We see long-term growth opportunity for QIHU, considering the company's technology expertise and huge and fragmented market in China.
    "We expect significant margin improvement in the second half of 2014 and 2015, thanks largely to top-line strength and leverage in the model."
    Buying Targeted-Ad Specialist
    In May, Beijing-based Qihoo announced that it would acquire a controlling equity interest in MediaV, a China-based provider of Big Data analysis services designed to help customers deliver more targeted ads. In April, Qihoo announced a strategic partnership with Sungy Mobile (NASDAQ:GOMO) to use its international app distribution platform to introduce mobile security and mobile utility apps to users in the U.S. and other key markets.
    World Cup TV ads also added to Q2 expenses, Zhou said on a conference call with analysts Monday.
    The company plans to trim back its spending, Zhou said. "We are still looking at the second half as a margin improvement compared to the first half (of 2014), and I don't think the spending will expand" in 2015, Zhou said.

    Sentiment: Strong Buy

  • Anaylyst at CitiGroup just raised price target 4% and expects 44% increase in profit growth

    expects PC search growth 52%

    profti results 4.5% above their consensus

    Sentiment: Buy

  • Qihoo 360 falls despite better-than-forecast Q2 results, Q3 revenue guidance
    Shares of Chinese internet and software company Qihoo 360 Technology (QIHU) are falling despite reporting second quarter results that beat analysts' estimates. The company also provided third quarter revenue guidance that exceeded estimates. WHAT'S NEW: Qihoo 360 reported Q2 adjusted earnings per share of 50c on revenue of $317.9M, which surpassed analysts' consensus estimates of 46c and $309.38M, respectively. For the quarter, operating income was $43.9M compared to $36.6M a year ago and $39.6M in the first quarter

    Looking ahead, Qihoo 360 forecast Q3 revenue of $360M-$365M, which is slightly higher than analysts' consensus estimates of $357.39M. WHAT'S NOTABLE: Chairman and Chief Executive Officer Hongyi Zhou commented that the company is in an "excellent position" to grow its share of China's search market in both PC and mobile traffic and revenue.

    The executive noted that the company's share of Internet search traffic recently reached over 30%, citing third-party data, achieving a company target fourth months ahead of schedule. ANALYST OPINION: Jefferies defended Qihoo 360 shares following the company's Q2 results. Stifel analyst George Askew feels that Qihoo 360's Q2 revenue and operating margin results were "very good" and believes that many factors, including its 30% search query share, will help it sustain its search revenue growth. The firm maintains $168 price target and Buy rating. Bank of America analyst Eddie Leung said that he expects Qihoo 360's margins to get better gradually in the second half of the year since the company is looking to control expenses and realize synergies. He anticipates search to increase at a fast rate to make up 36% of total sales in FY16. Leung believes this should particularly offset the decline in game revenues this past quarter.

    Sentiment: Strong Buy

  • Reply to

    barclays upgrade target to $145

    by dispatchhh Aug 25, 2014 10:24 AM
    jeremysikessr jeremysikessr Aug 25, 2014 10:58 AM Flag

    link or website?

    Sentiment: Buy

  • jeremysikessr by jeremysikessr Aug 25, 2014 9:58 AM Flag

    We cleane out the weak hands, now run back up to 95+

    Sentiment: Strong Buy

  • Reply to


    by jeremysikessr Aug 20, 2014 12:33 PM
    jeremysikessr jeremysikessr Aug 24, 2014 11:44 PM Flag

    Yeah that move from 59 to 61 really hurts longs....NOT

    Sentiment: Buy

  • Kohl's upgraded to Buy from Neutral at Gilford Securities

    Sentiment: Strong Buy

  • jeremysikessr jeremysikessr Aug 21, 2014 9:23 AM Flag

    You are right! And he will have to do more to make them happy....perhaps LEAVE!?!?

    And that is what makes the market!


    Sentiment: Strong Buy

  • Reply to

    Pathetic smoke and mirrors PR stunt

    by futuresrnow Aug 21, 2014 8:54 AM
    jeremysikessr jeremysikessr Aug 21, 2014 9:21 AM Flag

    Then, enjoy your short squeeze today...short more until you understand the role of activist...then go long

    Sentiment: Strong Buy

  • Reply to


    by jeremysikessr Aug 21, 2014 2:45 AM
    jeremysikessr jeremysikessr Aug 21, 2014 9:20 AM Flag

    Fir tree called for CEO resignation
    Cramer thinks stock goes up 10% when he leaves

    You have 3 strong activists in this

    third point

    These guys are 13D machines!

    Printing money

    Sentiment: Strong Buy

  • Reply to

    Nice price point

    by lostinnc36 Aug 20, 2014 7:55 PM
    jeremysikessr jeremysikessr Aug 21, 2014 9:18 AM Flag

    It appears it is likely the same strike, using the erosion of the sold puts to offset the erosion of holding long calls.

    It appears a double long synthetic call position.

    Sentiment: Strong Buy

  • Hertz remains focused on executing its operating initiatives
    Hertz Global Holdings Inc. issued the following statement. "The Hertz board and leadership team value the views of all Hertz shareholders and welcome a constructive dialogue with them. All of us at Hertz are focused on addressing the company's recent challenges. While it will take time to complete the accounting review, we are making progress. We are in the process of implementing new procedures and controls, and we have made a number of important additions to the accounting and finance teams over the past few months. We remain focused on the business and executing our operating initiatives. We have a good handle on the nature and scope of the issues in the business and are executing plans to resolve them. Hertz also benefits from a solid foundation and clearly defined strategic priorities, including the planned separation of the company's equipment rental business into a separate, publicly traded company, which is advancing; the integration of Dollar Thrifty; expanding Hertz's off-airport footprint; and building on the company's success with Donlen leasing. As we address our challenges, we are confident that execution on these priorities, as well as the company's $1B share repurchase program, will drive enhanced performance and shareholder value. We look forward to continuing our dialogue with all Hertz shareholders as we execute on these plans."

    Sentiment: Strong Buy

  • Reply to

    Nice price point

    by lostinnc36 Aug 20, 2014 7:55 PM
    jeremysikessr jeremysikessr Aug 21, 2014 1:01 AM Flag

    He bought 17.50 options for 2016 and sold puts for the same time period.

    Double Bullish move that offsets the call erosion using the puts erosion from the puts he sold.

    Smart move, of course.

    Sentiment: Strong Buy

  • Hertz quotes this evening in New York Times:

    “As we address our challenges, we are confident that execution on these priorities, as well as the company’s $1 billion share repurchase program, will drive enhanced performance and shareholder value,” the company added.

    Reports of Mr. Icahn’s interest in Hertz had circulated in the media this year. In late 2013, Hertz said it had adopted a one-year shareholder rights plan, known as a poison pill, to prevent an investor from gaining control of the board. The company cited “unusual and substantial activity” in its shares.

    A few months later, in March, Hertz said it would spin off its equipment rental business.

    Mr. Icahn, who said Hertz stock was “undervalued,” joins a number of other prominent investors with stakes in the company. Among them are Jana Partners and Third Point, two activist hedge funds.

    Sentiment: Strong Buy

  • jeremysikessr by jeremysikessr Aug 20, 2014 2:42 PM Flag

    Probably a good place to protect position with stops or covered calls

    Congrats to all longs

    Sentiment: Hold

  • Reply to


    by jeremysikessr Aug 20, 2014 12:33 PM
    jeremysikessr jeremysikessr Aug 20, 2014 1:06 PM Flag

    Management looking out for shareholders. That is a good sign in my book. Give me an example where dividend increase announcement on the stock after a near term down trend and the stock did not have a near term up trend over the next week.

    This is strong and obviously a great way to battle shorts. Like a stock buyback, it is a strong signal from management to shareholders that everything is going to be alright in the near term.


    Bulls will continue to drift this up once the dividend gets more press. Right now the media just digesting the earnings and the professional investors know that strong dividend is a signal from the new CEO.


    Sentiment: Strong Buy

  • jeremysikessr by jeremysikessr Aug 20, 2014 12:33 PM Flag

    Management knows they got this turned around and are rewarding shareholders!

    Sentiment: Strong Buy

  • jeremysikessr jeremysikessr Aug 20, 2014 12:19 PM Flag

    Target’s digital sales, including flexible fulfillment, grew more than 30 percent in the second quarter, approximately double the industry growth rate.

    Second quarter U.S. Segment transactions declined 1.3 percent, an improvement of one percentage point compared with the first quarter.

    Canadian Segment sales increased 63.1 percent to $449 million from $275 million last year.

    In second quarter 2014, Target paid dividends of $272 million, an increase of 18 percent from $231 million last year. In June, the Board of Directors increased the quarterly dividend 21 percent from 43 cents to 52 cents per share, beginning with the dividend payable on September 10, 2014.

    "While results from the quarter didn’t meet our expectations, we are seeing some early signs of progress as we work to improve results in the U.S. and Canada,” said John Mulligan, executive vice president and chief financial officer of Target Corporation.

    “In the U.S., traffic trends continue to recover and monthly sales are improving, with July comparable sales up more than 1 percent. Better U.S. sales have continued into August, driven by early back-to-school results. In Canada, the team is making important changes to operations and the merchandise assortment with a focus on delivering improved results by this holiday season.”

    “Target is an extraordinary company. I’m excited to join the team as we work to drive U.S. traffic and sales, improve Canadian operations and accelerate Target’s digital transformation,” said Brian Cornell, chairman and chief executive officer of Target Corporation. “In the coming weeks and months I will be focused on listening and learning from Target team members in the U.S. and Canada, and working with the leadership team to develop guest-focused, strategic plans to position Target for long-run success.”

    This time last year TGT was around $68

    Sentiment: Strong Buy

  • jeremysikessr jeremysikessr Aug 20, 2014 11:49 AM Flag

    Target sees Q3 EBITDA to benefit from expense optimization, Q3 SSS flat to up 1%
    Expects Q3 Canada EBITDA to improve $25M compared to last year. Sees red card penetration growth in Q3 to be flat to 1% and flat in Q4 before re-accelerating into next year. The company said it has been pleased with the results from the back to school season and has seen positive comps in the last six weeks in the U.S. Comments taken from Q2 earnings conference call.

    Sentiment: Strong Buy

64.8999+0.0799(+0.12%)12:32 PMEDT

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