At least three of my stocks reported this evening: AAPL, AWRE and HIG. I also had CYOU this morning and I know for sue GNW is tomorrow (I think after the bell).
AAPL looked solid to me. Just 37.5 billion in revenues. But it looks like their forecast/guidance is underwhelming, so the stock is trading down 2% this afternoon. They have their work cut out for them in Cupertino. Expectations are so high and new product cycles are speeding up all the time. I will likely take some apple off the table in mid November.
AWRE is my newest stock. I bought it pre earnings as I didn't want it to run away from me. It appears that should not have been a real concern. They had a one time 2.8 million charge for getting out of DSL business. So the numbers do not look so hot on absolute basis. But they are a 149 million company, with over $75 million in the bank and decent growth prospects. I also think they will be turning a profit with the exiting of DSL.
HIG seems to have had a solid quarter. They are up 1.5% after hours. I always maintain that book value is a key metric with insurers. They grew book value to 38.87 from 38.59. Not earth shattering, but for a company with a stock price under $34, they could look pretty good if they can get to 110% of book value. Recall that I actually own the warrants, which have (as of right now) a strike price of $9.19. I have until June 2019. Frankly I just need 10% appreciation a year and that will translate to about 15% a year for me.
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