Börsipäev 2. detsember

C eilne call ehk tegi eile selle töö ette ära?
Aaa... keegi soovib BACi mahlakaid countrywide laene?
Turg murdis uutele tippudele, hetkel liigutakse üsna ilusti tõusuteel. Otsustavaks saab siiski viimase 30 minuti liikumine!
Euroopa pidas üsna ilusti vastu:

European Markets Closing Prices: FTSE: 4108.9 +43.4 +1.1%, DAX: 4531.8 +137.0 +3.1%, CAC: 3150.6 +70.1 +2.3%
Ford Motor reports November sales of –30.6% vs. -32% street expectation
U.S. Treasury's Paulson says forex reform, financial market opening to be a focus of sed talks in Beijing - Reuters

Critical U.S., China, others take whatever actions needed to stabilize financial system.

Oppenheimer-ilt mõned huvitavad mõtted:

Oppenheimer believes the home health space is one of the most attractive areas to invest in; firm's favorite names are AMED and LHCG

Oppenheimer believes the home health space is one of the most attractive areas to invest capital in over the coming 12-18 months, in view of a robust pipeline of acquisitions, strong organic growth, protection from the economy, stable financial positioning and no currency risk. Despite the constrained economy, they say the public home health providers are well positioned financially, aided by strong cash flow and low debt levels. They note the average home health P/E multiple is a reasonable 15X '09E EPS, which appears even more attractive considering forward numbers for these companies are conservative, especially as future acquisitions are not in estimates. Their favorite names are AMED and LHCG. They say AMED, in particular, offers excellent value due to its recent sell-off.

Fed's Plosser says US economic growth to be weak into 2009; economy to improve over latter half of 2009
Fed's Plosser says that Fed must withdraw liquidity when markets begin to stabilize or risk fueling inflation - Reuters
näeksin YHOOd enne kella 12 EST homme kõrgemal kauplemas kui hetkel. juhul kui turg peaks.

Sector ETF leaders & laggards at midday

Midday ETF Sector Strength:
iShares REITS- ICF +11.4%, iShares real estate- IYR +10.5%, Gold Miners- GDX +8.4%, Coal- KOL +7.3%, Wind energy- FAN +6.4%, Reg. banks- KRE +6.2%, SPDRS financials- XLF +6.1%, Solar power- TAN +5.9%, SPDRS metals/mining- XME +5.7%

Midday ETF Sector Weakness:
RBOB gas futures- UGA -1.4%, Nat gas futures- UNG -1.3%, WTI/Crude oil- OIL -1.4%, USO -0.9%, US Dollar index- UUP -0.65%, Ag./Chem.- MOO -0.55%

GM reports November US sales of -41.3% vs -33% street expectation. Car totals were -44.1% and truck totals were -39.4%. The steep decline in vehicle sales was largely due to a significant drop in the market's retail demand compared with last year, and continuing economic uncertainty that has negatively impacted consumer confidence.

Üsna kohutavad numbrid... Positiivse poole pealt tasuks ära mainida Chevrolet Malibu jätkuva edu, mille müük tõusis aasta jooksul 31%.

einoh, kuhu nüüd? Tekkiski murdepunkt allapoole?
Autotootjate mured viisid turult viimasegi optimismilaine ja ostjad panid jällegi jooksu. Pullidele oleks täna ülioluline plusspoolele jääda, kas ka nii läheb, seda näitavad viimased minutid.
Dow (INDU) posting TRIPLE DIGIT gains heading into all important final hour of trading, currently @ 8268 +119, or +1.45%

Final Hour INDU % Gainers:
GE +11.8%, C +11.3%, BAC +9.5%, MRK +5.6%, JPM +4.4%, INTC +3.8%

Final Hour INDU % Decliners:
MMM -4.3%, KO -2.5%, PG -0.9%, WMT -0.8%

NYSE TRIN @ +0.70
NYSE A/D Line @ +835
See turg on ikka täiesti vaktapp... vaba randmega ignoreerime juba kõiki uudiseid.
US House Democratic leader Hoyer says hopes for action next week on automakers - Reuters
Jõuluralli algus äkki?
loodame:)
ja ostetigi üles...yesss