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.