Greenspani kommentaar USD kohta:
Greenspan said that market forces may help reduce imbalances over time, without crisis and that "alternative" ways of cutting the U.S. trade deficit such as reducing domestic investment and recession were not constructive in the long run. Speaking about demand for U.S. assets, Greenspan said that appetite for dollar assets is to dwindle at some time, given the U.S. trade deficit. Foreign investors will diversify or demand higher returns eventually, he said.
The euro (EUR=: Quote, Profile, Research) pushed up to around $1.3067, not far below lifetime highs according to Reuters data from around $1.3030 shortly prior to Greenspan's remarks.
Gappng Up
ADSK +8.4% (reports OctQ; 2-for-1 split), INCX +23% (recent ipo reports Q3 results), SIRI +16% (names Mel Karmazin as CEO; Wachovia upgrade), SRNA +11% (reports OctQ), MRVL +5.4% (reports OctQ), TSCM +10% (highlighted in BusinessWeek as takeover play; note Briefing.com highlighted the stock on Nov 15 for same reason), PACT +6.5% (continues recent volatility), IVIL +5.6% (Jefferies upgrade), TMWD +4.3% (Kaufman inits with $6.75 tgt), STSI +3.6%, NVDA +3.4%, DIS +2.2% (reports SepQ).... Under $3: MRSA +24%, RNDC +20% (CIBC upgrade).
Gapping Down
OSIP -12% (sell-the-news reaction to sooner than expected approval of Tarceva; possible label issues), DNA -4% (partner with OSIP), RSTO -14% (misses by $0.04, guides below consensus for Q4), CRDM -27% (profit taking from 36% move yesterday), BCSI -8% (reports OctQ), LONG -7% (reports Q3), EMRG -5.4% (profit taking from 39% move yesterday), DNDN -5.3% (cut to Sell from Buy at Brean Murray), SAFM -4.7% (guides lower), MCDTA -4.3% (reports Q3), NOVL -3.7% (Pru downgrade after OctQ report), BIIB -3.3% (may take hits after Antegren data - WSJ), URBN -2.9% (Smith Barney downgrade), AMZN -2.2% (started with a Sell at BofA; tgt $26), AMD -2.1% (Goldman downgrade), AMAT -1.5% (Goldman downgrade).
ADSK +8.4% (reports OctQ; 2-for-1 split), INCX +23% (recent ipo reports Q3 results), SIRI +16% (names Mel Karmazin as CEO; Wachovia upgrade), SRNA +11% (reports OctQ), MRVL +5.4% (reports OctQ), TSCM +10% (highlighted in BusinessWeek as takeover play; note Briefing.com highlighted the stock on Nov 15 for same reason), PACT +6.5% (continues recent volatility), IVIL +5.6% (Jefferies upgrade), TMWD +4.3% (Kaufman inits with $6.75 tgt), STSI +3.6%, NVDA +3.4%, DIS +2.2% (reports SepQ).... Under $3: MRSA +24%, RNDC +20% (CIBC upgrade).
Gapping Down
OSIP -12% (sell-the-news reaction to sooner than expected approval of Tarceva; possible label issues), DNA -4% (partner with OSIP), RSTO -14% (misses by $0.04, guides below consensus for Q4), CRDM -27% (profit taking from 36% move yesterday), BCSI -8% (reports OctQ), LONG -7% (reports Q3), EMRG -5.4% (profit taking from 39% move yesterday), DNDN -5.3% (cut to Sell from Buy at Brean Murray), SAFM -4.7% (guides lower), MCDTA -4.3% (reports Q3), NOVL -3.7% (Pru downgrade after OctQ report), BIIB -3.3% (may take hits after Antegren data - WSJ), URBN -2.9% (Smith Barney downgrade), AMZN -2.2% (started with a Sell at BofA; tgt $26), AMD -2.1% (Goldman downgrade), AMAT -1.5% (Goldman downgrade).
Dendreon (DNDN) kaupleb täna alla. Eile toimus investor meeting, mille peamised sõnumid olid:
- Tundub, et Dendreon kavatseb Provenge üksinda turule tuua. Suure partneri võimalus on veel olemas, kuid viimaste kuude jooksul palgatud müügitiim viitab go-it-alone otsusele. Paljud turuosalised ootasid positiivset sõnumit seoses suure partneriga ning..täna siis müüakse.
- Investorid ootasid lisainfot DD-9901 katse kohta. Seda ka ei saadud. Data peaks tulema H1:2005.
Brean Murray alandas täna DNDN reitingu Sell peale Hold pealt. Hinnasiht $6 peale varasema $22 asemel. Muud analüütikud on positiivsemad. Kinnitavad oma $20-something hinnasihte. Infoks niipalju, et Murray on pigem selline..karune firma. Neil on tihti ka õigus olnud (nägid ette MAXM blow-upi näiteks) aga seekord hauguvad nad küll vale puu all.
Dendreon (DNDN) on LHV Pro soovitus.
sB
- Tundub, et Dendreon kavatseb Provenge üksinda turule tuua. Suure partneri võimalus on veel olemas, kuid viimaste kuude jooksul palgatud müügitiim viitab go-it-alone otsusele. Paljud turuosalised ootasid positiivset sõnumit seoses suure partneriga ning..täna siis müüakse.
- Investorid ootasid lisainfot DD-9901 katse kohta. Seda ka ei saadud. Data peaks tulema H1:2005.
Brean Murray alandas täna DNDN reitingu Sell peale Hold pealt. Hinnasiht $6 peale varasema $22 asemel. Muud analüütikud on positiivsemad. Kinnitavad oma $20-something hinnasihte. Infoks niipalju, et Murray on pigem selline..karune firma. Neil on tihti ka õigus olnud (nägid ette MAXM blow-upi näiteks) aga seekord hauguvad nad küll vale puu all.
Dendreon (DNDN) on LHV Pro soovitus.
sB
Nice trading short oli.
Nice trading short oli täna hommikul.
SIRIUS varsti jälle alla 5.
Huvitav mis AEZS-el sellise liikumise enne päeva lõppu põhjustas??
Hetkel ühtegi uudist silma ei ole hakanud. Aktsia on ebalikviidne ning suurem ostuorder võib kaasa tuua suured liikumised, seda on ka varem juhtunud.
Ęterna Zentaris on LHV Pro valik
Ęterna Zentaris on LHV Pro valik
Russia put the core asset of Yukos up for auction with a starting price of $8.7 bn, signaling that the demise of the embattled oil giant could be near and throwing open the question of who will wind up owning one of Russia's premier oil-production co's
the end
the end
Apple (AAPL) target siis täna hommikust alates $100 @ Piper Jaffray. Varasem hinnasiht oli $52. F*cking amazing, peab ütlema.
sB
sB
See upgrade on täiesti mõistetamatu, järjest tuleb konkurente turule, kindlasti ka jõuluseasoni müük jääb sellest tulenevalt väiksemaks. GREAZY värk (AAPL'is praegu lühike ja närviline)
i-podide peal on vist suuri lootusi pandud
Kusjuures reedel tõusis aktsia ka järsult päeva alguses ja andis päeva lõpuks tõusu käest, 60 PUTiga sai hea teenistuse sealt aga täna ei pruugi nii hästi minna.
Apple on hea näide sellest, kuidas analüütik püüab endale nime teha. Panen päeva peale LHV Pro alla selle Piperi analüüsi välja ka.
sB
sB