Börsipäev 17. detsember

Jutt siis jälle tänase päeva kohta
aga võin eksida
pigem on siin nii et kui rahmakas kellelgi meeltesegaduses alla tuleb siis long keiss
Reede sai ARIA korralikult pihta FDA Iclusig approvali peale:
http://www.fda.gov/NewsEvents/Newsroom/PressAnnouncements/ucm332252.htm

Peale konverentsikõne oli Citi kaitsmas:
Citigroup said that while FDA approval of ARIAD's Iclusig to treat two rare types of leukemia is a positive surprise, the inclusion of a black box warning on the label was not in the consensus expectation. However, Citi still views the early approval as a net positive and keeps a Buy rating on the stock.

Samuti õhtul veel Cowen:
ARIAD weakness a buying opportunity, says at Cowen Shares are Outperform rated at the firm.

Aktsia müüdi reedel päeva põhjadesse.

Täna on Blair kinnitamas OP ja 28 PT
Ei tea sellistest aktsiatest mitte midagi, kuid tundub et esialgu peaks nii 4-5% üleval käima.

Räägivad, et safety issue aga kui vaadata teisi Leukeemia ravimeid siis nende warning labelid veel hullemad, siin Novartise Tasigna: http://www.accessdata.fda.gov/drugsatfda_docs/label/2009/022068s002lbl.pdf
ymera kommentaarid on teretulnud:)
AlariÜ
ymera kommentaarid on teretulnud:)


Ma juba hakkasin tundma, et olen talvega harjunud, aga täna on õues ikka kuradima kõle.
AAPL pakutakse shortida 500+ pealt...huvitav
Pidingi just mõni päev tagasi kirjutama, et meil siin ainult 3 treiderit ongi. Tore, et privador ka lisandub. Kus on ülejäänud?
Ülejäänud puhkavad Cooki saartel.
Üks võttis seal kohaliku kuningatütre naiseks ja on nüüd kuningas seal.
Sain AAPL-i longiga 6 punni ja ei shordi
Gapping up
M&A news: MIPS +2.3% (MIPS Tech and Imagination agree to revised merger terms providing for $100 mln purchase price), S +1.8% (Sprint to acquire 100% ownership of CLWR for $2.97/share).

Other news: LXRX +11.2% (announced that it has received 'Fast Track' status from the FDA for the development of LX1033), CTIC +6.3% (Cell Therapeutics preclinical study provides potential mechanisms for lower cardiotoxicity in patients with multiply relapsed or refractory aggressive B-cell NHL treated with Pixuvri who received prior doxorubicin therapy), ENZN +6.1% (Enzon to review asset sales, sale of the company), ARIA +3.8% (modestly rebounding), WFT +2.4% (Weatherford published amended 10-K and disclosed report of the statutory auditor on the restated consolidated financial statements), PHMD +2.3% (PhotoMedex Extends Agreement with Ya-Man for the no!no! Brand in Japan), VE +2.2% (still checking), AIG +1.6% (American Intl proposes sale of ordinary shares of AIA Group), RCL +0.7% (still checking), JNJ +0.2% (Barron's profiles positive view on Johnson & Johnson).

Analyst comments: INFA +2.7% (upgraded to Overweight from Neutral at Piper Jaffray), DAL +2% (Lines upgraded to Buy from Hold at Dahlman Rose), DIOD +1.8% (Diodes upgraded to Buy from Underperform at Sterne Agee), LCC +1.6% (upgraded to Buy from Hold at Dahlman Rose)
krookus

Sain AAPL-i longiga 6 punni ja ei shordi

Ostsid 497 ja jätsid 9 punni lauale?
No näed loll olen, üksi on raske tradeda ,juhe kogu aeg koos:)
NY Fedi töötleva tööstuse küsitlus alla ootuste. Uute tellimuste indeks kukkus -6,8 punkti,

December Empire Manufacturing -8.1 vs. 2.0 Briefing.com Consensus; prior -5.2


Gapping down
M&A news: CLWR -8.6% (Sprint to acquire 100% ownership of CLWR for $2.97/share).

Select telecom related names showing early weakness: VOD -2.1%, FTE -1.4%, TI -1.2% (Telecom Italia has hired Morgan Stanley (MS) to explore spinoff of fixed line network, according to reports).

Other news: AG -9.2% (First Majestic announces acquisition of Orko Silver), HW -4% (announced public offering of 7.6 mln shares of its common stock), SWHC -2.5% (continued weakness), PCS -0.7% (following S/CLWR news), CNX -0.5% ( progresses on reclamation cfforts) .

Analyst comments: AAPL -0.6% (downgraded to Neutral at Citigroup), VCI -2.5% (Valassis downgraded to Neutral at JPMorgan), SD -1.5% (SandRidge Energy downgraded to Sell from Hold at Canaccord Genuity)
David Tepper esineb hetkel CNBC eetris. 2010 suve lõpus ütles,et FEDi rahatrüki tulemusel saavad kõik varaklassid vaid üles minna ning selle call'iga pani 100% täppi. Praegune ca 1 triljon per aasta rahatrükk loob tema sõnul hetkel aktsiate jaoks samuti väga väikese allapoole liikumise riski. Video 1 ja video 2
Caribou Coffee to be acquired by Joh. A. Benckiser for $16.00 per share in cash (halted); Joh. A. Benckiser also owns a majority stake in Peet's Coffee & Tea

CBOU võetakse üle Joh. A. Benckiseri poolt $ 16.00 aktsia eest. Firma omab ka enamusosalust Peet`s Coffee & Tea (PEET)-is.