ja gx...
ma kasutan scottraderi streami..
kunagi oren rääkis, et enne 4.00 ei müü-põhimõtteliselt. Kas said nüüd lahti???
soren
Pangad täna Semi equipmenti kallal:
08:20 ET Semi Equipment : Deutsche Banc Alex. Brown sees fundamentals for group will likely remain weak, and downward surprises to CY02 capex plans will likely trigger more est cuts for 1H02. Most co's guiding to flat QoQ in Q4, as several orders pushed from Q4 to 1H02; TER could post larger than expected cancellation number this quarter ($50+ mln). Positively, believes INTC may be moving up buildout of Fab 24 (300mm fab planned for Ireland) from CY03 to early CY02, followed by equip orders in mid-CY02. Likes LTXX, BRKS, and AMAT at lower prices.
10:55 ET Semi Equipment : Goldman Sachs cautious, says group is poised for a selloff as sentiment seems to be getting ahead of fundamentals. They cite: mgmts getting more cautious (especially AMAT and KLAC) as purchases are slowing due to buyer's cash flow and balance sheet concerns, expected INTC capex cut in January and worsening economic conditions leading to negative sentiment shift. October book-to-bill out tomorrow night, GS estimates 0.73-- higher than last month's reported 0.65-- but driven by lower shipments rather than higher orders.
08:20 ET Semi Equipment : Deutsche Banc Alex. Brown sees fundamentals for group will likely remain weak, and downward surprises to CY02 capex plans will likely trigger more est cuts for 1H02. Most co's guiding to flat QoQ in Q4, as several orders pushed from Q4 to 1H02; TER could post larger than expected cancellation number this quarter ($50+ mln). Positively, believes INTC may be moving up buildout of Fab 24 (300mm fab planned for Ireland) from CY03 to early CY02, followed by equip orders in mid-CY02. Likes LTXX, BRKS, and AMAT at lower prices.
10:55 ET Semi Equipment : Goldman Sachs cautious, says group is poised for a selloff as sentiment seems to be getting ahead of fundamentals. They cite: mgmts getting more cautious (especially AMAT and KLAC) as purchases are slowing due to buyer's cash flow and balance sheet concerns, expected INTC capex cut in January and worsening economic conditions leading to negative sentiment shift. October book-to-bill out tomorrow night, GS estimates 0.73-- higher than last month's reported 0.65-- but driven by lower shipments rather than higher orders.
Austatud kolleegid,
Strateegia "osta kui veri tänaval" on end ära tasunud. Vastuseks k6igile, kes HAND-ile ka $1.5 peal vaba langemist soovisid, pean ytlema, et HAND on endiselt portfellis, soetushinnaga $2.03.
(oi kui hea oli seda kirjutada:). Oleks myynud, oleks juhtunud see, mida ma ka graafikule korduvalt rääkisin: k6ige hullem on see, kui ostad, aktsia langeb, siis myyd ja k6ige l6puks jääd t6usust ilma...
riq: oleks pidanud ikka neid $5 strike'ga HAND'i call'e ostma, mingi järgmise aasta nov, v6i mis?
Strateegia "osta kui veri tänaval" on end ära tasunud. Vastuseks k6igile, kes HAND-ile ka $1.5 peal vaba langemist soovisid, pean ytlema, et HAND on endiselt portfellis, soetushinnaga $2.03.
(oi kui hea oli seda kirjutada:). Oleks myynud, oleks juhtunud see, mida ma ka graafikule korduvalt rääkisin: k6ige hullem on see, kui ostad, aktsia langeb, siis myyd ja k6ige l6puks jääd t6usust ilma...
riq: oleks pidanud ikka neid $5 strike'ga HAND'i call'e ostma, mingi järgmise aasta nov, v6i mis?
Samas mulle jääb mulje, et tipp on lähedal, kuna rämpsaktsiad on ka rallima hakanud.
11:22 ET Sector Watch: Semiconductor Equipment : Group beginning to roll over which is weighing on the Nasdaq. Sector leaders Applied Materials (AMAT -2.5%), Novellus Systems (NVLS -3.1%) and KLA-Tencor (KLAC -2.0%) each in the red.
mina enam handist ei huvitu..
olen qqq puttidega 50% miinuses!
ja mida mina teen ostan 1/10 osas calle..
just siis kui noh turutunnetus ytleb et t6usutrend on läbi..
a eks ma ole enna ka kekanud.
lakume haavu!
olen qqq puttidega 50% miinuses!
ja mida mina teen ostan 1/10 osas calle..
just siis kui noh turutunnetus ytleb et t6usutrend on läbi..
a eks ma ole enna ka kekanud.
lakume haavu!
"I will survive, I will survive!" laulab HAND ja kõik usuvad. Cramer ütleks "WRONG!"
ja siis side-dish mu jutule on Dec 5 HAND putid
ja siis side-dish mu jutule on Dec 5 HAND putid
Mis chatiga lahti on? Käisin täna 2 korda ja nüüd proovin uuesti, tuleb veateade: Alvar is already in use try another!!! Ma olen ammu väljas. Kas mitu korda ei saagi chati külastada? Äkki pean arvutile restart`i tegema.
btw, alvar sa sinu nimi ilutseb kasutajate listil 8)
ostan putte juurde
upser osta minult osa ära :p
ära muretse, mul neid ka parasjagu, kui tundub, et vesi ahjus on tegelt õige aeg juurde osta või kuidas
oh mul tuli bueno idea:
losside väljav6tmise tehingutasud poole v6rra madalamaks (50..100 eek) ja kasumite väljav6tmine poole kallimaks!! (200..400eek)
siis:
investorite edust saab lhv oma osa ja kahjust ka :p
oleks losside väljav6tmine kergem ja kasumite raskem psyhholoogiliselt
luuseritele jaaks rohkem raha spämmida!
astmeline"tulumaks" jouaks ka siia :p
okei!
omme tuleb uus ralli!
losside väljav6tmise tehingutasud poole v6rra madalamaks (50..100 eek) ja kasumite väljav6tmine poole kallimaks!! (200..400eek)
siis:
investorite edust saab lhv oma osa ja kahjust ka :p
oleks losside väljav6tmine kergem ja kasumite raskem psyhholoogiliselt
luuseritele jaaks rohkem raha spämmida!
astmeline"tulumaks" jouaks ka siia :p
okei!
omme tuleb uus ralli!
Riq
kui ka veel suts tõuseb, saab allatulek ränk olema. vaatasin oktoobris graafikult, et nas. comp. 1950 tuleb nov. keskel ära, ainuke viga oli selles, et lootsin suuremale volatiilsusele, umbes nii et 3-5 päeva üles ja 1-3 päeva alla, oli hoopis üles ja üles vaikselt ja alla praktiliselt üldse mitte.
kui ka veel suts tõuseb, saab allatulek ränk olema. vaatasin oktoobris graafikult, et nas. comp. 1950 tuleb nov. keskel ära, ainuke viga oli selles, et lootsin suuremale volatiilsusele, umbes nii et 3-5 päeva üles ja 1-3 päeva alla, oli hoopis üles ja üles vaikselt ja alla praktiliselt üldse mitte.
riq, sa ütlesid, et kasutad quote trackeriga scottrackeri stream'i.
installisin asja ja algul töötaski scottraderi streamiga ilusasti, kuid siis kukkus pipardama. enam ei saa sisse, kuigi olen end regand. proovisin teisi - paljudel streameritel on taga kirjas, et free aga tegelt, kui regama hakkad, siis tahavad plekki saada. oskad soovitusi anda?
installisin asja ja algul töötaski scottraderi streamiga ilusasti, kuid siis kukkus pipardama. enam ei saa sisse, kuigi olen end regand. proovisin teisi - paljudel streameritel on taga kirjas, et free aga tegelt, kui regama hakkad, siis tahavad plekki saada. oskad soovitusi anda?
scottrader kalab täna VÄGA! sellest ka proble ma arvan..
mul oli enne m6nus dateki streamer.. miski beta vms..
seal ei saanud optsioone vaadata..
mul oli enne m6nus dateki streamer.. miski beta vms..
seal ei saanud optsioone vaadata..
Great call!! :
12:33PM The bulls and the bears have been slugging it out with their views on an economic recovery. Morgan Stanley's quantitative strategist Joseph Mezrich notes that the market may be expecting more from the economic recovery than is warranted. The analyst maintains that stocks are pricing in an environment similar to that of October 1998, when massive liquidity injections from the Fed pulled the market out of the crisis generated by the Long-Term Capital Management debacle and the Russian debt default. "But we are at a different point in the economic cycle than we were in 1998," Mezrich points out. He's also skeptical of the sustainability of a tech advance. "The sector that leads the market down in a crash is typically not a leader in the subsequent recovery," he said.
12:33PM The bulls and the bears have been slugging it out with their views on an economic recovery. Morgan Stanley's quantitative strategist Joseph Mezrich notes that the market may be expecting more from the economic recovery than is warranted. The analyst maintains that stocks are pricing in an environment similar to that of October 1998, when massive liquidity injections from the Fed pulled the market out of the crisis generated by the Long-Term Capital Management debacle and the Russian debt default. "But we are at a different point in the economic cycle than we were in 1998," Mezrich points out. He's also skeptical of the sustainability of a tech advance. "The sector that leads the market down in a crash is typically not a leader in the subsequent recovery," he said.