Shesa's Investment Blog

Interxon (XON): The   stock was up almost 25% of Friday after declaring Q4 earnings on Thursday, 3/1/18. I included XON in my blog portfolio about one and half year ago on 7/4/2016. As I said in my January blog, Interxon is the only company in my blog portfolio which has lost almost 40% of its value and still holding in my portfolio! The good thing is, the company has started working in the direction of generating shareholder value rather than just storytelling as the company updated in the earnings call.  Q4 Revenues:  $77.0 million, an increase of 67% over the 4th quarter of 2016. Q4 Loss: $27.3 million or $(0.23) per basic share, including non-cash charges of $41.5 million. For the whole year (2017) Total revenues: $231.0 million, an increase of 21% over 2016. Net loss of $117.0 million or $(0.98) per basic share, including non-cash charges of $107.5 million. Company Business Highlight The energy...

                  Feb 11, 2018 FEB 2018 INVESTMENT BLOG Shesa Nayak U.S. Stock Market Commentary : As the month of February started there is tremor in the stock market. The question being asked is “What the hell is happening to the stock market?”. It has been on a roller coaster since 2 nd February. The smooth sailing that investors experienced over the past few years ended abruptly over the past week. As we know, everything was going on smooth sailing till the end of January and then the market suddenly took a U-turn. It scared the investor because they think inflation will pick up and “Fed will increase interest more quickly than anticipated, triggering market sell-off never seen since 2008”. It was shocking because nobody anticipated the stock market making a sudden reversal - lack of volatility to unbelievably rocky ride. All other stock market across the world followed the same path...