Absint energiajoogiga? Stroh kohviga?
Sa pidid ju rummi-koola mees olema. Ära torgi võõrast...
Vana Tallinn patareiga?
pooleldi juba pihtas
Kui pooleldi pihtas, siis energiajook kohviga.
Vähem Vana Tallinnat, rohkem pliid ja liitiumit?
Hot shot ning viinashotid energiajoogiga kordamööda?
viinashot energiajoogiga jah.
RUMM+COLA+BTRY?
Saksamaa DAX +0.88%
Prantsusmaa CAC 40 +1.44%
Inglismaa FTSE 100 +1.22%
Hispaania IBEX +0.96%
Venemaa MICEX +1.48%
Poola WIG -0.13%
Aasia turud:
Jaapani Nikkei 225 +1.20%
Hong Kongi Hang Seng -0.10%
Hiina Shanghai A (kodumaine) -1.69%
Hiina Shanghai B (välismaine) -2.69%
Lõuna-Korea Kosdaq -0.02%
Tai Set N/A +0.90%
India Sensex N/A +0.56%
USA märtsi tööstustoodang 0,3% vs -0,1% consensus, turg isegi leiab veel jõudu veidi hüpata selle peale
Low Expectations May Give Us a Toehold
By Rev Shark
RealMoney.com Contributor
4/16/2008 8:46 AM EDT
Once you replace negative thoughts with positive ones, you'll start having positive results.
-- Willie Nelson
Earnings season is kicking off, and market players are happy with what they are seeing. The reports from the likes of Intel (INTC), JPMorgan (JPM), Wells Fargo (WFC), BlackRock (BLK) and Coke (KO) aren't anything fantastic, but expectations are low enough that bulls are breathing a sigh of relief and doing some buying.
What this market has been missing over the past couple of weeks is some sense that much of the bad news has been priced in already. It looked like that was starting to happen, but the market was caught by surprised when General Electric (GE) had such a poor report. That suppressed expectations again, which in turn is helping to trigger the "buy the mediocre news" reaction that we are seeing this morning.
We must now consider whether the market can build on this strong open. There is little doubt that there are still plenty of major economic worries out there. We are still hearing about how Merrill Lynch (MER) may have more writedowns, oil prices are rocketing higher and inflation concerns are growing.
If you want to find negatives, you won't have any problem at all. But that really isn't the issue. The issue is whether market players are feeling like the market has already priced in these fears and worries. The action today is going to tell us a lot about that. We badly need a strong day at this point and then some more good reports from IBM (IBM) and Google (GOOG) over the next couple days.
If we can hold up on this news this morning, then underinvested bulls will start to inch back in and shorts will start to cover. Momentum will start to build and the key indices will move back over important technical resistance at the 50-day simple moving average.
The market has the conditions in place to climb the wall of worry. Expectations are low and there is still plenty of skepticism about economic health. Those aren't going to go away anytime soon, but if the market holds up and catches a little momentum, then buyers will start to inch back in out of fear that maybe a turn really is coming.
I'm optimistic that we may be able to get some upside going here, but I'm still concerned about a few things. We need some better volume soon. The market has little vigor -- volume is at the lowest of the year and needs to change. Also, the rapidly accelerating oil prices and the weak dollar are going to stir up inflationary fears and that can kill any nascent rally very quickly.
This market has plenty of hurdles, but the low expectations for earnings and some OK reports are giving us a glimmer of hope.
-----------------------------
Ülespoole avanevad:
In reaction to strong earnings/guidance: SORC +24.1%, BMI +17.6%, INTC +7.6%, ZOLT +6.4%, WFC +5.2%, JCI +4.2%, CSX +3.0%, WWW +3.0%, STJ +2.9%, CPSS +2.7%, JPM +2.3%, LUFK +2.1%, ABT +2.0%, LLTC +1.8%, KO +1.3%, ASML +1.2%, ADS +1.0%... Select agriculture names showing strength: FEED +8.3% (announces that they have entered into agreements to acquire majority ownership of several commercial hog farms located in south China provinces), AGU +3.2%, POT +3.0%, MOS +2.9%, CF +2.2%, TRA +1.1%, SYT +1.1%... Select semiconductor stocks trading higher following INTC earnings and guidance: MU +3.6%, NSM +3.3%, MRVL +2.4%, TXN +2.3%, ADI +1.9%, MSCC +1.1%... Select financials showing strength following JPM and WFC earnings results: C +2.2%, BAC +2.0%, LEH +1.7%, WB +1.2%, GS +1.0%... Other news: POZN +40.3% (Treximet tablets approved by FDA for acute treatment of migraine), CVTX +18.3% (announces that TPG-Axon Capital has agreed to pay CVTX up to $185 mln in exchange for rights to 50% of their royalty on North American sales of Lexiscan injection), MXWL +13.3% (Johnson Controls-Saft and Maxwell Technologies to collaborate in development of more effective, more energy efficient electrodes for lithium-ion hybrid vehicle batteries), AMG +4.3% (will replace GRP in the S&P MidCap 400 after the close on 4/21), NOK +3.7% (still checking), BCS +3.6% ( 'wide open' to new mortgage business - Financial Times), GERN +3.0% (announces new data on activity of GRN163L in breast cancer cells), AOB +2.9% (enters strategic alliance with China-based pharma company), NOV +1.6% (will replace ROK in the S&P 100 after the close on 4/21), RIMM +1.6% (still checking), RTP +1.2% (coal, copper output drops, adds to supply concern - Bloomberg.com), ERIC +1.2% (still checking)... Analyst upgrades: MOV +5.4% (upgraded to Buy at Morgan Joseph), ELN +4.4% (upgraded to Buy at tier 1 firm), TSL +2.7% (upgraded to Mkt Perform at Friedman Billings), ADTN +2.5% (upgraded to Overweight at Weisel), SID +1.1% (upgraded to Buy from Hold at Deutsche Bank).
Allapoole avanevad:
In reaction to weak earnings/guidance: EWBC -17.4% (also downgraded to Sector Perform at RBC), HCSG -14.2%, OSCI -11.7% (very light volume), HBAN -6.5% (also announces offering of $500 mln of convertible preferred stock and cuts dividend by 50%), TMS -5.2%, HNP -3.7% (power generation increases 18.62% in the first quarter), EDU -3.6%, PJC -3.5%, STX -3.0%, MBT -2.6%, BLK -2.5%... Other news: FTE -5.6% (considering bid for TeliaSonera, according to source - DJ), AINV -3.7% (Friedman Billings says credit risk and the lack of catalysts cause firm to move to the sidelines)... Analyst downgrades: SMI -8.3% (downgraded to Underweight at HSBC), LSI -3.7% (downgraded to Neutral at Merrill), SLM -2.3% (downgraded to Underweight at Morgan Stanley), MO -1.0% (downgraded to Neutral and removed from Focus List at JPMorgan).
By Rev Shark
RealMoney.com Contributor
4/16/2008 8:46 AM EDT
Once you replace negative thoughts with positive ones, you'll start having positive results.
-- Willie Nelson
Earnings season is kicking off, and market players are happy with what they are seeing. The reports from the likes of Intel (INTC), JPMorgan (JPM), Wells Fargo (WFC), BlackRock (BLK) and Coke (KO) aren't anything fantastic, but expectations are low enough that bulls are breathing a sigh of relief and doing some buying.
What this market has been missing over the past couple of weeks is some sense that much of the bad news has been priced in already. It looked like that was starting to happen, but the market was caught by surprised when General Electric (GE) had such a poor report. That suppressed expectations again, which in turn is helping to trigger the "buy the mediocre news" reaction that we are seeing this morning.
We must now consider whether the market can build on this strong open. There is little doubt that there are still plenty of major economic worries out there. We are still hearing about how Merrill Lynch (MER) may have more writedowns, oil prices are rocketing higher and inflation concerns are growing.
If you want to find negatives, you won't have any problem at all. But that really isn't the issue. The issue is whether market players are feeling like the market has already priced in these fears and worries. The action today is going to tell us a lot about that. We badly need a strong day at this point and then some more good reports from IBM (IBM) and Google (GOOG) over the next couple days.
If we can hold up on this news this morning, then underinvested bulls will start to inch back in and shorts will start to cover. Momentum will start to build and the key indices will move back over important technical resistance at the 50-day simple moving average.
The market has the conditions in place to climb the wall of worry. Expectations are low and there is still plenty of skepticism about economic health. Those aren't going to go away anytime soon, but if the market holds up and catches a little momentum, then buyers will start to inch back in out of fear that maybe a turn really is coming.
I'm optimistic that we may be able to get some upside going here, but I'm still concerned about a few things. We need some better volume soon. The market has little vigor -- volume is at the lowest of the year and needs to change. Also, the rapidly accelerating oil prices and the weak dollar are going to stir up inflationary fears and that can kill any nascent rally very quickly.
This market has plenty of hurdles, but the low expectations for earnings and some OK reports are giving us a glimmer of hope.
-----------------------------
Ülespoole avanevad:
In reaction to strong earnings/guidance: SORC +24.1%, BMI +17.6%, INTC +7.6%, ZOLT +6.4%, WFC +5.2%, JCI +4.2%, CSX +3.0%, WWW +3.0%, STJ +2.9%, CPSS +2.7%, JPM +2.3%, LUFK +2.1%, ABT +2.0%, LLTC +1.8%, KO +1.3%, ASML +1.2%, ADS +1.0%... Select agriculture names showing strength: FEED +8.3% (announces that they have entered into agreements to acquire majority ownership of several commercial hog farms located in south China provinces), AGU +3.2%, POT +3.0%, MOS +2.9%, CF +2.2%, TRA +1.1%, SYT +1.1%... Select semiconductor stocks trading higher following INTC earnings and guidance: MU +3.6%, NSM +3.3%, MRVL +2.4%, TXN +2.3%, ADI +1.9%, MSCC +1.1%... Select financials showing strength following JPM and WFC earnings results: C +2.2%, BAC +2.0%, LEH +1.7%, WB +1.2%, GS +1.0%... Other news: POZN +40.3% (Treximet tablets approved by FDA for acute treatment of migraine), CVTX +18.3% (announces that TPG-Axon Capital has agreed to pay CVTX up to $185 mln in exchange for rights to 50% of their royalty on North American sales of Lexiscan injection), MXWL +13.3% (Johnson Controls-Saft and Maxwell Technologies to collaborate in development of more effective, more energy efficient electrodes for lithium-ion hybrid vehicle batteries), AMG +4.3% (will replace GRP in the S&P MidCap 400 after the close on 4/21), NOK +3.7% (still checking), BCS +3.6% ( 'wide open' to new mortgage business - Financial Times), GERN +3.0% (announces new data on activity of GRN163L in breast cancer cells), AOB +2.9% (enters strategic alliance with China-based pharma company), NOV +1.6% (will replace ROK in the S&P 100 after the close on 4/21), RIMM +1.6% (still checking), RTP +1.2% (coal, copper output drops, adds to supply concern - Bloomberg.com), ERIC +1.2% (still checking)... Analyst upgrades: MOV +5.4% (upgraded to Buy at Morgan Joseph), ELN +4.4% (upgraded to Buy at tier 1 firm), TSL +2.7% (upgraded to Mkt Perform at Friedman Billings), ADTN +2.5% (upgraded to Overweight at Weisel), SID +1.1% (upgraded to Buy from Hold at Deutsche Bank).
Allapoole avanevad:
In reaction to weak earnings/guidance: EWBC -17.4% (also downgraded to Sector Perform at RBC), HCSG -14.2%, OSCI -11.7% (very light volume), HBAN -6.5% (also announces offering of $500 mln of convertible preferred stock and cuts dividend by 50%), TMS -5.2%, HNP -3.7% (power generation increases 18.62% in the first quarter), EDU -3.6%, PJC -3.5%, STX -3.0%, MBT -2.6%, BLK -2.5%... Other news: FTE -5.6% (considering bid for TeliaSonera, according to source - DJ), AINV -3.7% (Friedman Billings says credit risk and the lack of catalysts cause firm to move to the sidelines)... Analyst downgrades: SMI -8.3% (downgraded to Underweight at HSBC), LSI -3.7% (downgraded to Neutral at Merrill), SLM -2.3% (downgraded to Underweight at Morgan Stanley), MO -1.0% (downgraded to Neutral and removed from Focus List at JPMorgan).
Föderaalreservi Yellen käib välja võimaluse, et esimese 6 kuuga sel aastal näitab USA majandus negatiivset majanduskasvu ning rõhutab esile kerkinud riske.
Yellen: Expects Trade To Remain Strong, But There Are Risks
Yellen: Housing Likely A `Major' Drag On Economy Into '09 - DJ
Yellen: Business Spending Could Slow In '08 As Econ Softens - DJ
Yellen: Stk Declines, Commodity Prices Weighing On Consumer - DJ
Yellen: Consumption, business investment have slowed 'markedly'
Fed's Yellen: Economic Prospects Remain Uncertain - DJ
Fed Yellen: Econ Has Stalled, Could Contract In 1st Half '08 - DJ
Yellen: Expects Trade To Remain Strong, But There Are Risks
Yellen: Housing Likely A `Major' Drag On Economy Into '09 - DJ
Yellen: Business Spending Could Slow In '08 As Econ Softens - DJ
Yellen: Stk Declines, Commodity Prices Weighing On Consumer - DJ
Yellen: Consumption, business investment have slowed 'markedly'
Fed's Yellen: Economic Prospects Remain Uncertain - DJ
Fed Yellen: Econ Has Stalled, Could Contract In 1st Half '08 - DJ
Turud päev otsa üles roninud ning viimased paar tundi on kohapeal seistud, pole enam jaksu ülesminekuks. Mõne minuti pärast avaldatakse Fed`s beige book, mis võiks anda turgudele veidi hoogu ning kujundada edasise suuna.
Esimese hooga tullakse päris korraliku spikega allapoole, kas ka jätkusuutlikult?
Väljavaated on muutunud nutusemaks:
Beige Book: Input Costs Up; Smaller Rises In Selling Prices
Fed says districts see slowing consumer loan demand, districts report 'strong exports gerneally'
Beige Book: Labor Markets Described As Weakening
Beige Book: Consumer Spending Seen Softening In Most Of US
Fed Beige Book: Economic Conditions Have Weakened since February
Fed's Plosser says inflation concern hasn't gone away - DJ
Beige Book: Input Costs Up; Smaller Rises In Selling Prices
Fed says districts see slowing consumer loan demand, districts report 'strong exports gerneally'
Beige Book: Labor Markets Described As Weakening
Beige Book: Consumer Spending Seen Softening In Most Of US
Fed Beige Book: Economic Conditions Have Weakened since February
Fed's Plosser says inflation concern hasn't gone away - DJ
Täna õhtul teatab oma tulemused IBM. Intel on äsja tehnoloogiasektorit rõõmustanud ning pullid ootavad tuge kindlasti ka IBMilt. Kui seda ei tule, saab reaktsioon olema valuline. Päris mitmed analüüsimajad on viimastel päevadel avaldanud arvamust, et IBMi tulemused saavad olema paremad kui tänane konsensusootus. Saame näha. Igaljuhul, kui peaks panuseid tegema, valiksin ootustele vastavad numbrid.
Lugu sellest kuidas kauplemismaailma Crème de la Crème palka saab. Hedge fund managers set new payout records in 2007
Täna on küll korralik tõusupäev, kuid käibed on kuidagi lahjavõitu.
Hmm, IBM oktoobri tippude juures. Sell?