Seagate, Amgen and Illumina

My article on Seagate was published by Seeking Alpha:

Seagate Drops on Buyback Strategy Statement which provides a buying opportunity it you like a strong dividend.

I posted my notes on their analyst conference and also Amgen and Illumina:

Seagate (STX) Q4 2014 analyst conference notes

Amgen (AMGN) Q4 2014 analyst conference notes

Illumina (ILMN) Q4 2014 analyst conference notes

Back to blogging: AMD, XLNX

Well I haven't added to this blog for about a month. I had to focus on a project for an IT client. Turned it in yesterday.

So now I am trying to catch up on earnings season.

In the meantime I had good news on two fronts. Agenus announced another deal, this time with Incyte. Agenus remains one of my top picks for future growth.

Also Dot Hill firmed up its December quarter guidance. The stock shot up, and has been gradually declining as those who can't wait for what is likely to be a brilliant 2015 have been cashing in their gains.

I have posted my notes on three companies' quarter results calls:

Intel Q4 2014 analyst conference

AMD Q4 2014 analyst conference

Xilinx fiscal Q3 analyst conference

As I catch up on results from companies I follow, I'll start posting some analysis, as usual.