Friday, April 29, 2011

Analyst Call Summaries: Akamai, Celgene

Lots of thoughts on both the economy and individual stocks, but I'm really busy so for now let me just point out that I posted two summaries of analyst conference calls to this week:

Akamai Analyst Conference Call April 27, 2011 for Q1

Celgene Analyst Conference Call April 28, 2011 for Q1

Akamai showed the danger of owning stocks with high P/E ratios; just not growing super fast was a disappointment for some. Celgene is solid and has a great pipeline; revenues and profits should accelerate in the 2012.

More insights soon, keep diversified!

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