Hommikusi sündmusi USA turult:
Carnival(CCL) tuli täna välja 2.kvartali tulemustega. Ettevõte teatas, et teenis kasumit $0.46, mis oli 2 sendi võrra parem analüütikute keskmisest. Tulud võrreldes eelmise aasta sama perioodiga tõusid 5.8% ja jõudsid $2.66 miljardini. Samas, Carnival prognoosib 3.kvartali oodatavaid kasuminumbreid $1.45 kuni $1.47. Olgu öeldud, et analüütikute poolt oodatud keskmine oli siinkohal kõrgem - $1.49 juures. Kogu aasta jooksul loodab ettevõte teenida kasumit $2.65-$2.75. Koos tulemustega teatati ka uuest $1 miljardi suurusest aktsiate tagasiostuprogrammist.
Microsoftist tuleb teateid, et Bill Gates on loobumas oma igapäevastest kohustustest Microsofti ees ja on tagasi astumas. Pikk kaheaastane üleminekuaeg annab aga Microsoftil aega selle mõttega harjuda ja kohustusi paremini ära jagada. Bill Gates ise põhjendas otsust sooviga veeta rohkem aega oma $29.1 miljardilise Bill & Melinda Gates Foundation’iga.
Bear Sterns sai Sandler O’Neill’ilt upgrade’i ja tõstis oma soovitust ‘hoia’ pealt ‘osta’ peale. Uueks hinnasihiks pani ettevõte $151, vana siht oli $145.
For Every Market, Turn Turn Turn
By Rev Shark
RealMoney.com Contributor
6/16/2006 9:03 AM EDT
"The whole path to success is not as difficult as some people would want you to believe. The process was the goal. I've taken great joy in the process."
-- Oprah Winfrey
After an ugly month-long downtrend, the market delivered an impressive bounce yesterday. The point move was big, breadth impressive, and the buying steady. It certainly was a refreshing change after the downtrend we have been dealing with, but should we trust it to last?
Perhaps we should. It is possible that the market is headed straight up from here and won't look back
However, nothing happened yesterday to assure that, and it would be a major mistake to conclude that the worst is behind us.
What did happen yesterday was that the market began a process that may lead to a better market: Market turns are a process that play out over time. They require a series of events to occur before we can increase our confidence levels and embrace the idea that the trend has shifted upward.
There is a strong inclination to think of the market in terms of black and white, or in bearish and bullish. However, there are times like now when we need to have an open mind. It is possible that the bounce yesterday will lead to a better market, but it is too early in the process to have any degree of confidence of what will happen.
We need to embrace the process that we are undergoing right now and take it where it leads us. This isn't the time to be dogmatic about the ultimate destination. We just need to deal with the process as it unfolds and be confident that if we do our best in reacting to it as it unfolds, then success will be ours.
We have a slightly weaker start this morning. Fed Member Poole was out with some comments this morning that seem to contradict some of Ben Bernanke comments yesterday and that is pressuring us a little bit. Overall the market seems to be making good progress at discounting the recent increase in hawkish rhetoric from the Fed but it is still skittish.
Overseas markets enjoyed a rally in sympathy with the U.S. over night and oil is back below $70 and gold is trading down as well. Oracle issued a strong report last night, which may help technology, and Intel has an upgrade.
möh?
http://quote.bloomberg.com/apps/news?pid=10000006&sid=aPF2vT.o3nJQ&refer=home
Equities briefly bounce off session lows as investors digest an improvement in market sentiment. Within the last few minutes, the University of Michigan's preliminary read on Consumer Sentiment checked in with a stronger than expected reading of 84.2 (consensus 79.0). However, since there isn't as strong a correlation between sentiment and consumer spending as some might think, the incentive to lock in some profits, as evidenced by yesterday's biggest winners (e.g. Energy, Materials and Financials) turning in the worst performances this morning, continues to dictate early action.