Shesa's Investment Blog

As I posted on my earnings update a few days ago, I was bullish and still bullish with the prospect of EXEL. There is no denying about it. You can again read my update that I posted on my blog regarding "Technology companies earnings update". If you did not read it please read or read it again!  I am invested in EXEL and keep adding with the correction. If you are fully invested then there is reasons to be panicked but if you are not you can view it as an opportunity to accumulate. But how long can you do so? It all depends on how much already invested in it and how much risk you can take. That’s the reason I say, never get over invested. Nothing is sure in life and particularly biotech stocks. It can rocket higher or come back to ZERO. But in case of excel, they blasted the revenue and earnings expectations during their last earnings. So why is it still down? Because there were one or two failures in their drug trials. The company has more than 30-40 drugs in pipe...

As you know, many big technology companies have just completed reporting their first quarter numbers. Almost, every company beat earnings and revenue expectations. It was overall a wonderful quarter. Despite that, the stock markets had lukewarm response, as if nothing really happened. That's really surprising! However, I am still optimistic that investors will realize sooner or later and markets should bounce back. Here are some of the key companies earnings for the the companies in my Blog portfolio for the benefit of blog readers: Note: Microsoft and Google also came with very good earnings but I have not added those as they are not part of my Blog portfolio.

                   April 22, 2018 APRIL 2018 INVESTMENT BLOG Shesa Nayak  U.S. Stock Market Update : Next couple of weeks will be marathon race for technology companies as they come out with first quarter earnings. I would term it as super bowl week for tech companies. Moreover, last few weeks have been enormously eventful for the stock market as it generated lot of volatility. This month, I will discuss the factors making this market so volatile. Under such volatility what should an investor do? Is it worth taking profits and run away? remain invested? Is the earning season going to bring stability and momentum in the stock market? What would be the impact of current Geopolitical situation after bombing in Syria? How about the tariff war between U.S. and China? Corporate earnings are the impetus for stock market. Would the tax cut help the earnings now and rest of 2018? So many ...