Q2FY18 Earnings - My View on Blog Portfolio Holdings

Q2FY2018 Earnings - My View
APPLE (AAPL) => Apple declared Q3 resultsMy View
EPS: $2.34 vs. $2.18 consensus estimatesI think Apple can still grow. The good news is that it's service revenues are increasing. New iPhone expecteed to be released this month. It's still a good long term BUY.
Revenue: $53.3 billion vs. $52.34 billion consensus estimates.
iPhone sales: 41.3 million vs. 41.79 million => Missed the iPhone number
  
Facebook (FB)The matter of concern is daily users decreased. Also, it's projecting that its profit and sales could be down for next couple of quarters. I will add on dip for long term. Short term: HOLD, Log Term: BUY.
Earnings per share: $1.74 vs. $1.72 expected
Revenue: $13.23 billion vs. $13.36 billion expected => missed expectation
Global daily active users (DAUs): 1.47 billion vs. 1.49 billion => This is a matter of concern
  
AMAZON (AMZN)Amzon is still the king of retailers and no stopping soon. Watch, it could be the next trillion dollar company sooner than later.I would buy on dip.  Long term BUY,  Short term HOLD.
EPS: $5.07 vs. $2.50, as estimated => Outstanding!!
Revenue: $52.9 billion vs. $53.41 billion, as estimated => Missed sales estimate.
AWS revenue: $6.1 billion vs. $6 billion, as estimated.
  
MasterCard (MA) 
The company earned $1.66 per share on an adjusted basis, handily beating estimates of $1.53 and representing 51% year-over-year earnings growth. Revenue of $3.67 billion slightly ahead of the $3.65 billion estimated.MasterCard is a long term term play. This is a stock to keep for generations. Long term BUY
  
Exelixis (EXEL)< HOLD  >
EPS: 0.28 vs. 0.16 expected beat by 0.12 or 75%.
Revenue: 186.11 million against expected about 156 million. Beat by 30.22 million , about 20%.		The results are outstanding! I am amazed that the stock is really not taking off. I hope investors will realize sooner than later.
  
Interxon (XON)< BUY >
The company missed Revenue and Sales estimates in the preliminary results announcement. Also, it said it will file an amedment with SEC for last couple of quarters due to revised Accountign standard adoption.XON has still not performed as expected. However, I feel that 2019 will be the year when the company truns around with it various business entities.
  
JD.com 
Revenue: Increased 31% annually to 122.3 billion RMB ($18.5 billion), beat by $700 million. Non-GAAP net income was $0.05 per ADS, missed expectations. On a GAAP basis, it reported a net loss of $2.21 billion, compared to a net loss of $287 million last year. Short term: HOLD, Long Term: BUY.JD is still one of the top Chines play. However, for short term I will be cautious. Short Term: HOLD, Long Term: BUY.
  
JKS< BUY >
Total revenues of $915.9 million missed the Zacks Consensus Estimate of $932 million. Profit missed expectation 0.38 vs .50 expected. I am optimistic ablout its future. < Buy >I am optimistic ablout its future. It's a prominant player in the solar market and keep cspturing market share < Buy >.
  
BABA< BUY >
Revenues skyrocketed 61% to reach $12.23 billion.
Earnings:$.122 vs. 129 expected (Missed).
e-commerce revenues soar 61% to reach $10.47 billion (85% of total revenue).		Comapny said earning miss was due to revaluation of its affiliate Ant Financial Services Group. Despite the earnings miss which I think one time affair, BABA has a huge future potential. < BUY >
MOMO Inc (MOMO)Q2 results that beat estimates with a 58% Y/Y revenue growth. Upside Q3 guidance has revenue of $525M to $540M (consensus: $516.61M). Momo has been growing really fast. I still feel that this company has good future potential. < BUY on dip >.

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