News on Stocks in Our Portfolios
·
Revenue of $4.38B (-1.1%
Y/Y) misses by $50M.
o
Oracle (ORCL):
Q4 EPS of $0.68 misses by $0.02.
o
Revenue of $9.3B (+3.7% Y/Y) misses
by $60M.
·
ParkerVision (PRKR -3.9%) reported Q4 EPS of -$0.07, missing the sole analyst
forecast by a penny. The IP licensing firm ended the quarter with $17.2M in
cash/securities, down from $23.1M at the end of Q3. (PR)
·
No revenue was generated in
Q4. The sole analyst forecast is for Q1 revenue of $20M, and 2014 revenue of
$135.5M. R&D spend rose 19% Y/Y to $3M, and G&A spend (inc. legal
expenses) 36% to $4.4M.
·
ParkerVision's issued
patent portfolio grew by 5 in Q4 to 241. The company has 39 patent applications
pending.
Economics
This Week’s Data
The
International Council of Shopping Centers reported weekly dales of major
retailers up 0.7% versus the prior week and up 1.5% on a year over year basis;
Redbook Research reported month to date retail chain store sales down 0.5%
versus the comparable period a month ago but up 2.8% versus the similar
timeframe last year.
Update
on adjusted retail sales per capita (medium):
Weekly
mortgage applications fell 1.2% while purchase applications dropped 1.0%.
The
fourth quarter current account deficit came in at $81.1 billion versus
consensus of $88.1 billion.
Other
Update
on big four economic indicators:
The
Fed, tapering and economic growth (medium):
And:
Politics
Domestic
More on the mortgage
fraud behind the last financial crisis (medium):
International
For
those interested, an up to date summary of all the facts and theories regarding
that Malaysian airliner (medium/long):
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