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Jason Aycock

Jason Aycock
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  • Dendreon (DNDN): Q4 GAAP EPS of $0.26, non-GAAP EPS of $0.45, vs. consensus estimate of -$0.23. Revenue of $202.1M (+208% Y/Y) beats by $81M. Shares +2.9% premarket. (PR)  [View news story]
    We've gone into this item after publication to clarify that DNDN is reporting a $0.26/share profit in GAAP terms, $0.45/share in non-GAAP (adjustments for depreciation, amortization, stock compensation, imputed interest etc.)
    Feb 28 04:50 PM | Likes Like |Link to Comment
  • Power-One (PWER): Q4 EPS of $0.21 beats by $0.07. Revenue of $267M (-27.1% Y/Y) beats by $30M. (PR)  [View news story]
    Thanks, Bryce. This item has been corrected to reflect Thomson consensus of $0.14.
    Feb 3 01:29 AM | Likes Like |Link to Comment
  • January Reuters/UofM Consumer Sentiment: 75 vs. 74 expected and 74 preliminary.  [View news story]
    Hi all -- this item has been corrected at the source. Sentiment index was actually 75, beating consensus (but within the consensus range of 71.5 to 77.5).

    Current conditions up 3 points to 82.6; expectations up almost 5 points to 68.4.
    Jan 27 10:07 AM | Likes Like |Link to Comment
  • LeCroy (LCRY -16.4%) sinks after issuing tepid guidance. The firm says that it expects FY12 EPS of $1.10-$1.12 on revenue of $200M. [View news story]
    This item's been corrected after suggesting that LeCroy missed earnings expectations earlier today; it did meet FQ2 consensus but guidance remains weak for the fiscal year.
    Jan 25 12:16 PM | Likes Like |Link to Comment
  • LeCroy (LCRY): FQ2 EPS of $0.30, in line. Revenue of $51.1M (+11% Y/Y) in-line. Shares -1.7% premarket. (PR)  [View news story]
    This item has been corrected after previously suggesting the company missed expectations by comparing GAAP to non-GAAP numbers.
    Jan 25 12:14 PM | Likes Like |Link to Comment
  • Disney (DIS): FQ4 EPS of $0.58 beats by $0.04. Revenue of $10.43B (+7% Y/Y) beats by $70M. Shares +1.3% AH. (PR)  [View news story]
    "The current and prior-year quarter included $9 million and $58 million, respectively, of ... restructuring and impairment charges ... Excluding these charges, EPS for the quarter increased 31% to $0.59 from $0.45 in the prior-year quarter."
    Nov 10 04:35 PM | Likes Like |Link to Comment
  • IBM (IBM): Q3 EPS of $3.28 beats by $0.06. Revenue of $26.2B (+8%) vs. estimated $26.25B. Raises full-year EPS outlook for the third quarter in a row, to at least $13.35 from previous $13.25. Shares -2.2% AH. Webcast to come at 4:30. (PR)  [View news story]
    Classic "buy the rumor, sell the news," says Annex, which figures the Street made up its mind to sell no matter what happened. "IBM shares are bound to bounce back when common sense and reason replace the speculators’ fever and cooler heads prevail."

    http://on.barrons.com/.../
    Oct 17 05:40 PM | 1 Like Like |Link to Comment
  • More advice on managing diversification in the age of correlation: It's not just metals anymore, but top-quality bonds (if you can stomach the price) that are still providing hedges, for now. Meanwhile, Bespoke Investment Group eyes 19 stocks that have outperformed in October, and 14 for relative strength ahead.  [View news story]
    They have analysis of them for their premium members at http://bit.ly/oplPgB, though the linked piece here (http://bit.ly/p2yoM2) has their 14 -- including AAPL, V, TJX, HANS, DG and more.
    Oct 15 02:19 PM | Likes Like |Link to Comment
  • Failed banks in Georgia, North Carolina and New Jersey bring the year's total of FDIC-insured closures to 79. Today's failures come at a combined estimated cost to the Deposit Insurance Fund of $155.4M.  [View news story]
    Thanks for pointing out; writing was a little confusing, but I've rewritten to clarify that the $155.4M is today's number only.
    Oct 14 06:49 PM | Likes Like |Link to Comment
  • Mosaic Company (MOS): FQ1 EPS of $1.17 misses by $0.10. Revenue of $3.1B (+41% Y/Y) beats by $0.6B. Shares +0.1% AH. (PR)  [View news story]
    This item has been corrected -- revenues were actually $3.1B, beating sales expectations.
    Sep 29 06:49 PM | Likes Like |Link to Comment
  • Salesforce.com (CRM): Q2 EPS of $0.34 beats by $0.04. Revenue of $546M (+39% Y/Y) beats by $17M. Shares -0.5% AH. (PR)  [View news story]
    We at Market Currents (I believe like all the estimating analysts) use non-GAAP EPS and exclude the one-time charge.
    Aug 18 05:32 PM | Likes Like |Link to Comment
  • More on H-P (HPQ): We've all been talking about a PC-business spinoff and Autonomy buy all day, but confirmation of its tablet bailout (in the face of heavy competition from AAPL) comes just 15 months after the company spent more than $1B on Palm and its webOS. It lowered targets for the third time this year. The game plan looks more IBM than ever. An interesting conference call webcast coming at 5 p.m.  [View news story]
    Just to add a note to clarify: H-P will keep webOS and may license the software out, but it's going to stop building TouchPads and phones.
    Aug 18 04:33 PM | 1 Like Like |Link to Comment
  • Moody's places the U.S. Aaa bond rating on review for downgrade, citing the possibility a debt ceiling deal will not be reached.  [View news story]
    It may not be *surprising* -- but the actual happening is news since it (usually) has an effect on Treasurys ...
    Jul 13 05:11 PM | 4 Likes Like |Link to Comment
  • Some interesting ideas and picks in the first item, from Bill Nygren, Thyra Zerhusen, Bruce Berkowitz and Will Danoff. Nygren thinks Aflac (AFL) has been punished too much by the market re: Japan. Berkowitz loves St. Joe (JOE), but also BAC.
    Jul 12 12:40 PM | Likes Like |Link to Comment
  • Where's your money-market money? Buried a bit in NYT's "Greece is the new Lehman" story is the news that 44.3% of prime U.S. money market funds were invested in short-term debt of Euro banks; not all of those are dangerously into Greece, but it does indicate some of the long-reaching repercussions that could occur in case of a run.  [View news story]
    You'd think breaking the buck was impossible ...
    Jun 13 03:37 PM | Likes Like |Link to Comment
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102 Comments
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