teil oli eile mingi 300% teema. Võtke täna samasugune ja probleem lahendatud. Idioodist JMP analüütiku peale seda ostma küll ei hakkaks. Ei näe ka massilist shorti tulemustesse, ootused olid tugevad, stock reageeris. Ehk võetakse kasumit. Ei kujuta ette, kas turul on jõudu mingit suunda teha. Aga kuna JMP on idiootne, siis mul paper short.
Gapping up
In reaction to strong earnings/guidance: CIS +5.1%, (light volume), ADBE +3.6%.
Other news: FCEL +22.7% (FuelCell Energy announces sale of a 14.9 megawatt fuel cell park in Bridgeport, Connecticut to Dominion), SZYM +16.6% (successfully scales renewable oil fermentation to 500,000 liters at ADM Clinton, Iowa Facility), ALU +10.9% (Alcatel-Lucent confirms multi-year financing commitments of EUR1.62 bln), EGOV +4.4% ( will replace OPNET Technologies in the S&P SmallCap 600), AVG +4.4% (announces new Search and Distribution relationship with Yahoo), MHR +2% (announces pricing of $150 mln add-on offering of 9.75% senior notes due 2020), BUD +1% (still checking).
Analyst comments: YOKU +2.5% (Ylight volume, initiated with OVerweight at Morgan Stanley), MRO +1.9% (upgraded to Buy from Neutral at Goldman), SAP +1.1% (SAP initiated with a Buy at Janney ), HST +0.9% (upgraded to Buy from Neutral at Citigroup)
In reaction to strong earnings/guidance: CIS +5.1%, (light volume), ADBE +3.6%.
Other news: FCEL +22.7% (FuelCell Energy announces sale of a 14.9 megawatt fuel cell park in Bridgeport, Connecticut to Dominion), SZYM +16.6% (successfully scales renewable oil fermentation to 500,000 liters at ADM Clinton, Iowa Facility), ALU +10.9% (Alcatel-Lucent confirms multi-year financing commitments of EUR1.62 bln), EGOV +4.4% ( will replace OPNET Technologies in the S&P SmallCap 600), AVG +4.4% (announces new Search and Distribution relationship with Yahoo), MHR +2% (announces pricing of $150 mln add-on offering of 9.75% senior notes due 2020), BUD +1% (still checking).
Analyst comments: YOKU +2.5% (Ylight volume, initiated with OVerweight at Morgan Stanley), MRO +1.9% (upgraded to Buy from Neutral at Goldman), SAP +1.1% (SAP initiated with a Buy at Janney ), HST +0.9% (upgraded to Buy from Neutral at Citigroup)
2013 aasta algus:
Hetkel paistab:
1) Fundamentaalsetes ja tugevates ettevõtetes pigem main street kasumivõtt maksude optimeerimiseks + paar algoritmi peale, wall street pigem istub kätel või buy the dip
2) Pasaralli sama eesmärk vastupidi
3) Indeksid siiski paigal
Aasta alguse esimeste nädalatega ootaks üsna korralikku upside value nimedes.
Headline muidugi oleks "Fiscal Cliff lahendatud"
Kass AAPL-ist: Contrary to the consensus view that Apple's shares have underperformed owing to cap gains tax concerns - I believe it function of EPS (down)
Hetkel paistab:
1) Fundamentaalsetes ja tugevates ettevõtetes pigem main street kasumivõtt maksude optimeerimiseks + paar algoritmi peale, wall street pigem istub kätel või buy the dip
2) Pasaralli sama eesmärk vastupidi
3) Indeksid siiski paigal
Aasta alguse esimeste nädalatega ootaks üsna korralikku upside value nimedes.
Headline muidugi oleks "Fiscal Cliff lahendatud"
Kass AAPL-ist: Contrary to the consensus view that Apple's shares have underperformed owing to cap gains tax concerns - I believe it function of EPS (down)
Gapping down
In reaction to disappointing earnings/guidance: ZQK -14.7%, PAY -7.6%, CNC -4%, SLB -2.1%, UTX -1.1%.
M&A news: CLWR -1.9% (Clearwire investors want more from Sprint (S) bid; Softbank set caps, according to reports).
Select oil/gas related names showing early weakness: BHI -2%, HAL -1.1%, WFT -1%, NOV -0.9%, BP -0.7%, TOT -0.6%, PBR 1.6%.
Other news: ISIS -8.8% (ISIS Pharm and Genzyme, a Sanofi co (SNY), announced that the Committee for Medicinal Products for Human Use of the EMA has adopted a negative opinion for its marketing authorization application for KYNAMRO), CLSN -8.4% (still checking), ACRE -5.7% (Announces $50 mln Private Offering of Unsecured Convertible Senior Notes), FBR -4.9% (still checking), NIHD -4.4% (appoints Chairman Steven Shindler as interim CEO), MOH -3.6% (following CNC guidance), LPTN -3.3% (announces proposed public offering of common stock), DB -2.2% (still checking), LHO -2% ( announces launch of offering of common shares), CYTX -1.8% (proposes public offering of common stock), MBI -1.4% (MBIA is in default on senior notes says Bank of America (BAC), according to reports), AU -1.4% and GFI -1.3% (still checking), .
Analyst comments: ZUMZ -2.9% (downgraded to Underperform at BofA/Merrill), AAPL -1.8% (attributed to cautious comments from UBS ), ETH -1.4% (light volume, downgraded to Hold from Buy at Stifel Nicolaus), AZN -1.4% (downgraded to Sell from Hold at Societe Generale), XOM -0.4% (downgraded to Neutral from Buy at Goldman).
In reaction to disappointing earnings/guidance: ZQK -14.7%, PAY -7.6%, CNC -4%, SLB -2.1%, UTX -1.1%.
M&A news: CLWR -1.9% (Clearwire investors want more from Sprint (S) bid; Softbank set caps, according to reports).
Select oil/gas related names showing early weakness: BHI -2%, HAL -1.1%, WFT -1%, NOV -0.9%, BP -0.7%, TOT -0.6%, PBR 1.6%.
Other news: ISIS -8.8% (ISIS Pharm and Genzyme, a Sanofi co (SNY), announced that the Committee for Medicinal Products for Human Use of the EMA has adopted a negative opinion for its marketing authorization application for KYNAMRO), CLSN -8.4% (still checking), ACRE -5.7% (Announces $50 mln Private Offering of Unsecured Convertible Senior Notes), FBR -4.9% (still checking), NIHD -4.4% (appoints Chairman Steven Shindler as interim CEO), MOH -3.6% (following CNC guidance), LPTN -3.3% (announces proposed public offering of common stock), DB -2.2% (still checking), LHO -2% ( announces launch of offering of common shares), CYTX -1.8% (proposes public offering of common stock), MBI -1.4% (MBIA is in default on senior notes says Bank of America (BAC), according to reports), AU -1.4% and GFI -1.3% (still checking), .
Analyst comments: ZUMZ -2.9% (downgraded to Underperform at BofA/Merrill), AAPL -1.8% (attributed to cautious comments from UBS ), ETH -1.4% (light volume, downgraded to Hold from Buy at Stifel Nicolaus), AZN -1.4% (downgraded to Sell from Hold at Societe Generale), XOM -0.4% (downgraded to Neutral from Buy at Goldman).
USA core CPI novembris YoY 1,9%, headline 1,8% (oktoobris vastavalt 2,0% ja 2,2%)
November Core CPI M/M +0.1% vs +0.1% Briefing.com consensus; October +0.2%
November CPI M/M -0.3% vs -0.2% Briefing.com consensus; October +0.1%
November Core CPI M/M +0.1% vs +0.1% Briefing.com consensus; October +0.2%
November CPI M/M -0.3% vs -0.2% Briefing.com consensus; October +0.1%
AAPL eelturul $515 juba:)
US INDUSTRIAL PRODUCTION (NOV) ROSE 1.1% VS 0.3% EXPECTED AND REVISED TO -0.7% FROM -0.4%.
ymera,
Kas sa ei leia, et pöörad võibolla natuke liiga palju tähelepanu sellele, kuidas analüütik varasemalt katnud on vs calli tegelik sisu? St, no fain, analüütik pole viimasel ajal seda konkreetset aktsiat võibolla kõige paremini katnud.. aga kas see tähendab, et tal seekord ei või mingi huvitav sisukas põhjus olla?
PS ei pea tänaseid calle silmas, üleüldiselt. Ja ZUMZ dg ON higher level of retardation.
Kas sa ei leia, et pöörad võibolla natuke liiga palju tähelepanu sellele, kuidas analüütik varasemalt katnud on vs calli tegelik sisu? St, no fain, analüütik pole viimasel ajal seda konkreetset aktsiat võibolla kõige paremini katnud.. aga kas see tähendab, et tal seekord ei või mingi huvitav sisukas põhjus olla?
PS ei pea tänaseid calle silmas, üleüldiselt. Ja ZUMZ dg ON higher level of retardation.
jim
ymera,
Kas sa ei leia, et pöörad võibolla natuke liiga palju tähelepanu sellele, kuidas analüütik varasemalt katnud on vs calli tegelik sisu? St, no fain, analüütik pole viimasel ajal seda konkreetset aktsiat võibolla kõige paremini katnud.. aga kas see tähendab, et tal seekord ei või mingi huvitav sisukas põhjus olla?
PS ei pea tänaseid calle silmas, üleüldiselt. Ja ZUMZ dg ON higher level of retardation.
Mina arvan, et peksa võib saada igalt poolt, ka väga hea calliga. Lihtsalt kui ma näen, et selle analüütiku track record on naljanumber või muidu uus poiss, siis sellisest kohast lossi ei tahaks saada.
Aga kui juba jutuks tuli, siis tegelikult ma ei teagi, mis küsimused-vastused voor meil siin käib. Ma oleks nagu mingi ilmavana, kellelt küsitakse. Ma avaldan siin vaid arvamust, sellest üle poole läheb aia taha, aga ikka küsitakse. Oma konto on siina aasta teises pooles nukrakstegev, peaks hoopis aja maha võtma vms. Ja tegelikult ma ei näinud ADBE-s mingit erilist võimalust ise, loto.
Mul see kirjapilt selline lollaka convictioniga, tegelikult ei tea essugi. Nii et minu poolest võib selle hommikuse jama lõpetada ka.
Ymera, millist kauplemisplatvormi Sa USAs toimetamiseks soovitad?
jahe
Ymera, millist kauplemisplatvormi Sa USAs toimetamiseks soovitad?
Ymera kirjutab:
Aga kui juba jutuks tuli, siis tegelikult ma ei teagi, mis küsimused-vastused voor meil siin käib. Ma oleks nagu mingi ilmavana, kellelt küsitakse. Ma avaldan siin vaid arvamust, sellest üle poole läheb aia taha, aga ikka küsitakse.
:)
jahe arvesta siis ,et üle poolega võid petta saada ,kui vastus üldse tuleb:)
Ei ole spetsialist. Mul kogemused vaid ühe pea silmade jagu.
Ütleme ausalt tegelikult on ymera ikka väga hea. My respect.
On hea jah ,turg on lihtsalt kaka,miski ei toimi normaalselt.
Ymera, kelle kaudu siis kaubelda soovitad?
jahe, vt. eilset kommentaari 19:25. Ei tunne, et oleks kompetentne midagi soovitama.
Selge, Sa ei kauplegi USAs.
jahe
Selge, Sa ei kauplegi USAs.
:)
Sa oled nii nunnu, musi-musi, kalli ka
Perenaine ütleb külalisi vastu võttes: "Oh, ega mul teile midagi väga pakkuda polegi, ainult mõned suupisted." Ja hakkab siis lauale tassima viiekäigulist õhtusööki, mida ta kolm päeva hommikul ja õhtul palehigis ette on valmistanud.
Tagasihoidlikkus Eesti moodi.
Tagasihoidlikkus Eesti moodi.