Illumina Inc (NASDAQ:ILMN)

CAPS Rating: 4 out of 5

The Company is a developer, manufacturer and marketer of next-generation life-science tools and integrated systems for the analysis of genetic variation and biological function.

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Member Avatar cibient (< 20) Submitted: 4/27/2016 3:27:47 PM : Outperform Start Price: $139.18 ILMN Score: -1.74

TMF high conviction. Dropped on slower than expected EU growth, but overall thesis still holds?

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Member Avatar IanERichards (23.65) Submitted: 4/22/2016 8:51:13 AM : Outperform Start Price: $144.69 ILMN Score: -5.98

Pioneering a revolution in health care

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Member Avatar tubestocks (< 20) Submitted: 4/21/2016 11:07:36 AM : Outperform Start Price: $143.50 ILMN Score: -4.59

The value and applications of quick and cheap sequencing has not even come close to what it could be. Assuming that the competition manages to grab more than the scraps they're currently fighting over, a rising tide does most work on the biggest boats.

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Member Avatar ScalaAnalyst (< 20) Submitted: 4/20/2016 10:54:30 AM : Outperform Start Price: $138.95 ILMN Score: -1.49

20160419

Illumina Inc (ILMN) tanked from 178.00/sh to 136.54/sh ( 23.35% down) today on company news that it would miss on first quarter revenue. They also lowered revenue estimates for the full year. They cited that European sales have been slacking.

Analysts estimated revenue at 596M and ILMN said it expects revenues of 572M. At least it will still be ahead of last years revenue (yoy) of 538.56M. I'm not a super mathematician but I think that is about 5% lower. not 23% lower and still 6% better than last year. But, the market does behave in extreme ways from time to time.

I don't often look at stocks that have a MC of 20B or more. I'm more of a small or micro cap trader. But a drop of 23% in one day popped up on my radar. So, I decided to take a look at it.

EPS is positive at 3.10/sh but the PE isstill high at 44. I would have to compare this to their competitors PE. At 136.54, they are trading very close to their 52 week low of 130.00. Granted it is not wise to time the market, but this might be good stock to watch because of their company strength.

Their PEG ratio is 2.80 with a price to sales of 11.71. They have a profit margin of 20.79 and an operating Margin of 28.11. ROA is 11.10% and ROE is 27.36. Insiders hold 11.06% of the company and total debt is only 1.09B. Debt to Equity (MRQ) is 57.98 which isn't too bad. I'm thinking this might be a good stock for a long haul.

There are other things to look at like FCF and what their competitors are doing. But, this might be a good stock to get and hold for a while. Perhaps it is not going anywhere for a while or perhaps it was just a market over correction. We will have to watch.

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Member Avatar MaestroFool (26.78) Submitted: 4/19/2016 3:59:04 PM : Outperform Start Price: $136.88 ILMN Score: -0.05

Illumina is the market leader in this sapce and hopes to map the genome of every person on earth.

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Member Avatar 1998panther (70.21) Submitted: 4/19/2016 1:46:03 PM : Outperform Start Price: $134.16 ILMN Score: +1.94

oversold

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Member Avatar ifpt999 (< 20) Submitted: 4/19/2016 12:58:16 PM : Outperform Start Price: $136.31 ILMN Score: +0.11

ILMN's Market Cap got knocked down by a little over 6 Billion today because they adjusted revenue estimates for a quarter downward by 24 Million. This irrational adjustment provides a buying opportunity.

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Member Avatar pchop12316 (62.88) Submitted: 4/19/2016 10:37:55 AM : Underperform Start Price: $134.18 ILMN Score: -1.89

yikes,, get this off the table

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Member Avatar MightyMinnow (39.67) Submitted: 4/19/2016 8:14:30 AM : Outperform Start Price: $142.54 ILMN Score: -4.02

the world can die

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Member Avatar TomFoolNC (28.44) Submitted: 4/17/2016 8:39:43 PM : Outperform Start Price: $173.17 ILMN Score: -21.90

new cancer prodicting opp

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Member Avatar Bobmoll36 (38.35) Submitted: 4/13/2016 5:08:12 PM : Outperform Start Price: $174.01 ILMN Score: -21.83

Fool says a good Q is coming. we will see for a small buy.

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Member Avatar jlmjlm77 (98.89) Submitted: 4/7/2016 2:04:20 PM : Outperform Start Price: $168.36 ILMN Score: -21.48

Going with David's Re-Recommendation from 3/18/15

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Member Avatar mfoolid (57.24) Submitted: 3/20/2016 10:08:10 PM : Outperform Start Price: $154.25 ILMN Score: -13.89

David Pick. look for 50% gain for purchase

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Member Avatar calanalysis (20.30) Submitted: 12/15/2015 12:22:44 PM : Underperform Start Price: $183.14 ILMN Score: +26.97

expensive machinery- much cheaper and more efficient products out there that still produces high % of DNA letters

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Member Avatar anindakumars (< 20) Submitted: 11/17/2015 3:59:29 PM : Outperform Start Price: $173.48 ILMN Score: -22.85

pioneer in this field really

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Member Avatar mtw4316 (27.52) Submitted: 11/14/2015 12:34:34 PM : Outperform Start Price: $159.17 ILMN Score: -24.16

Product
Optionality
Expensive

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Member Avatar Dasinn (< 20) Submitted: 10/23/2015 9:45:04 AM : Outperform Start Price: $146.74 ILMN Score: -7.79

The supposed leader in DNA sequencing doing it at the cheapest cost. Personalized medicine will be huge in the future

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Member Avatar CMFMikenpdx (32.85) Submitted: 10/6/2015 12:26:35 PM : Outperform Start Price: $193.24 ILMN Score: -36.73

just adding a note...
not that timing is important or that I am necessarily trying to time anything because well you can't do it reliably...
but the timing on this pick was pretty horrible. was near an all time high july 20 @ $240, was @ $210 as recently as Sep 18, and now...in 2 weeks -- down some 35%.

if I had to blame it on something, it's overall weakness in the biotech sector (naz bio index down 6-7% today as I type and off 26-27% from highs earlier this year. Then of course there was the Hillary tweet on drug pricing, which doesn't directly affect Illumina, but seemed to throw fuel on the fire and have a negative affect on the whole sector. Pacific BioSciences (PACB) announced the early launch of a competing sequencer and then Illumina pre-announced Q3 earnings that fell short of estimates and the market is selling off the company's stock to the tune of 15%. Down to $137 at one point today.

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Member Avatar TMFBoiseKen (93.92) Submitted: 10/1/2015 4:35:21 PM : Outperform Start Price: $154.99 ILMN Score: -21.91

I can't believe I've never marked this company in CAPs. I've happily owned it for years. Coming in here after the great biotech rotation of 2015 to mark a green thumb is a wonderful chance to mark this moment in time.

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Member Avatar mnunez721 (< 20) Submitted: 9/30/2015 12:58:35 PM : Outperform Start Price: $173.00 ILMN Score: -30.84

Illumina’s market power lies in revolutionizing the way pharmaceutical companies operate. The $300B industry of pharmaceuticals is a competitive industry with companies steering toward personalized (requiring genetic information) medicine. Illumina develops the equipment used by the pharmaceutical industry to carry out their genome sequencing. Not only is it an outstanding tech company, but it’s technology forms the backbone for the direction in which the pharmaceutical industry is trending.

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