Briefingu meestel ka kuupäevad sassis :)
Reminder: Durable Orders and Initial Claims data due out in about 17 min at 8:30ET
Correction: Durable Orders and Initial Claims are actually due out tomorrow at 8:30ET
Mis targemad arvavad, kas täna oleks tark NTRI ära müüa?
Taaskord lõpetasin just tulemuste tabeli uuendamise ja otselink sellele siin.
Kas viimase aja kiire tõus on õigustatud?
The stock market's recent rough ride means "there are a lot of good companies at low prices," but Charles Mizrahi, editor of the Hidden Values Alert newsletter, says that few are actually cheap enough to be "raging bargains."
The stock market's recent rough ride means "there are a lot of good companies at low prices," but Charles Mizrahi, editor of the Hidden Values Alert newsletter, says that few are actually cheap enough to be "raging bargains."
U.S. gasoline inventories down 3.2 mln barrels last week
U.S. distillate stocks down 1.4 mln barrels in latest week
U.S. crude inventories up 2.4 mln barrels in latest week
U.S. distillate stocks down 1.4 mln barrels in latest week
U.S. crude inventories up 2.4 mln barrels in latest week
ilmselt pole mõtet NTRI-d müüa. Juhtkond teatas alles hiljuti parematest tulemustest ja kõrge short interest tingimustes on aktsial tõusuruumi veel korralikult ja pigem liigutakse üles- kui allapoole. Aga palju oleneb muidugi täna avaldatavast tulevikunägemusest. Ma ise usun pigem positiivset üllatusvõimalust.
ABK -40%, MBI -30%. Ja see, mis niimoodi seal haiseb, ajab ka kogu turul kõhu keerama.
Üks huvitav kiri Briefingust Legg Mason varahalduse poolt aktsionäridele (NB! haldab üle 1 triljoni usd väärtuses varasid):Legg Mason's Bill Miller issues Q1 letter to shareholders "The credit crisis that I wrote about last quarter culminated this quarter in the collapse and rescue of Bear Stearns, an event that I believe (though no one knows) ended the panic phase of the credit cycle. The economic consequences of curtailed credit, increased risk aversion, deleveraging, lost jobs, falling house prices, and negative equity returns remain, and are likely to take some time to play out. All of those issues have been front-page news for some time, and I believe they are well discounted by the market, which is why stocks have risen since Bear's collapse... For planning purposes, here is my forecast: I think we will do better from here on, and that by far the worst is behind us. I think the credit panic ended with the collapse of Bear Stearns, and credit spreads are already much improved since then. If spreads continue to come in, the write-offs at the big financials will end, and we may even have some write-ups in the second half instead of write-downs. Valuations are attractive, and valuation spreads are now about one standard deviation above normal, a point at which valuation- based strategies usually begin to work again, and momentum begins to fade (there is no evidence of the latter yet, as the old leaders continue to lead). Most housing stocks are up double digits this year despite dismal headlines, a sign the market had already priced in the current malaise. I think likewise we have seen the bottom in financials and consumer stocks, but not necessarily the bottom in headlines about the woes in those sectors. Although the economy is likely to struggle as it did in the early 1990s, the market can move higher, as it did back then... The wild card is commodities. If commodities break, or even just stop their relentless rise, equity markets should do well. If they continue to move steadily higher, they have the potential to destabilize the global economy... I agree with George Soros that commodities are in a bubble, but it also appears he is right when he describes it as one that is still inflating, and we still have the summer driving and hurricane season with which to contend... With most investors being fearful, I think it makes sense to allocate some capital to the greedy side of that pendulum, and that means putting cash to work in equities." (LM)
Apple ootused on analüütikute poolt kõrgele seatud:
Konsensus ootab EPS $1.07 ja käivet $6.94 miljardit. Ettevõte on ületanud konsensuse ootusi alates 2000 aastast ning eelmine kvartal olid samuti korralikud tulemused, kuid kärbiti prognoose, mis viis aktsia -10% langusesse ning langustrendi jätkati ka veebruari kuus -14%, käies ära $119 tasemel. Põhjadest on aktsia tõusnud +34%, mis peegeldab turu ootusi. Tähelepanu on pööratud müügi mahtudele: oodatakse 2 miljonit mac-i, 10 miljonit iPod-i ja 1.8 miljonit iPhone-i. Enamus on arvamusel, et ületatakse konsensuse poolt oodatud tulemusi, kuid küsimus on hoopis kui suures mahus ületatakse prognoose ning mida prognoositakse järgnevateks kvartaliteks?
Konsensus ootab EPS $1.07 ja käivet $6.94 miljardit. Ettevõte on ületanud konsensuse ootusi alates 2000 aastast ning eelmine kvartal olid samuti korralikud tulemused, kuid kärbiti prognoose, mis viis aktsia -10% langusesse ning langustrendi jätkati ka veebruari kuus -14%, käies ära $119 tasemel. Põhjadest on aktsia tõusnud +34%, mis peegeldab turu ootusi. Tähelepanu on pööratud müügi mahtudele: oodatakse 2 miljonit mac-i, 10 miljonit iPod-i ja 1.8 miljonit iPhone-i. Enamus on arvamusel, et ületatakse konsensuse poolt oodatud tulemusi, kuid küsimus on hoopis kui suures mahus ületatakse prognoose ning mida prognoositakse järgnevateks kvartaliteks?
Kas on kellelgi NTRI tulemuste kohta mingeid ootusi ja prognoose!
Aktsia on pidevalt tõusnud. Eelmise kvartali tulemused just rõõmustavad polnud, kas pole ootused liiga ülesse kruvitud?
Aktsia on pidevalt tõusnud. Eelmise kvartali tulemused just rõõmustavad polnud, kas pole ootused liiga ülesse kruvitud?
S&P on seisukohal, et Ambac Financial (ABK) Q1 tulemused ei muuda reitingu väljavaateid - Bloomberg
Mhmh, minu meelest on ka ABK ka triple A firma. Vähemalt!
Briefingu eelvaade:
Nutrisystem: Showing flexibility with lower-cost plan; raising etimates in-line with pre-announcement. Lazard says NTRI is launching a new "Flex" diet program, priced $100 less than its core Advanced program and which firm believes tgts price-conscious dieters in this softer spending environment. Firm believes the launch may also coincide with the seasonally slower dieting period. Importantly, Flex could boost conversion rates on the NutriSystem.com website and at the call centers. While cannibalization of the core program is a potential risk, firm expects co to be selective in targeting customers, and notes that NutriSystem has successfully sold a discount offering through QVC for years. Firm's revised 1Q rev and EPS ests are $216 mln and $0.46, up from their prior ests of $200 mln and $0.36.
Reutersi poolt oodatakse EPS $0.41 ja $214.52.
Nutrisystem: Showing flexibility with lower-cost plan; raising etimates in-line with pre-announcement. Lazard says NTRI is launching a new "Flex" diet program, priced $100 less than its core Advanced program and which firm believes tgts price-conscious dieters in this softer spending environment. Firm believes the launch may also coincide with the seasonally slower dieting period. Importantly, Flex could boost conversion rates on the NutriSystem.com website and at the call centers. While cannibalization of the core program is a potential risk, firm expects co to be selective in targeting customers, and notes that NutriSystem has successfully sold a discount offering through QVC for years. Firm's revised 1Q rev and EPS ests are $216 mln and $0.46, up from their prior ests of $200 mln and $0.36.
Reutersi poolt oodatakse EPS $0.41 ja $214.52.
to:jim
AMBAC Fincl: S&P says Q1 results won't result in rating change - Bloomberg
Tegelikult natuke arusaamatu seisukoht S&P poolt hetkel, kuid eks kommentaarid peagi väljas ning siis olukord selgem.
AMBAC Fincl: S&P says Q1 results won't result in rating change - Bloomberg
Tegelikult natuke arusaamatu seisukoht S&P poolt hetkel, kuid eks kommentaarid peagi väljas ning siis olukord selgem.
SCSS halted
jamad muutunud traditsiooniks
jamad muutunud traditsiooniks
AMZN tulemuste peale järelturul -2.2%
AMZN prelim $0.34 vs $0.32 First Call consensus; revs $4.13 bln vs $4.08 bln First Call consensus
AMZN prelim $0.34 vs $0.32 First Call consensus; revs $4.13 bln vs $4.08 bln First Call consensus
SCSS reported a first quarter net loss of $7.1 million, or $0.16 per diluted share
AlariÜ, jajaa, nägin seda ise ka, point oli selles, et mis kuradi mõttes on üks sellises seisus firma triple A rated?
Appel (AAPL) tulemustega väljas:
AAPL sees Q3 $1.00 vs $1.10 First Call consensus; sees revs $7.2 bln vs $7.16 bln First Call consensus
AAPL prelim $1.16 vs $1.07 First Call consensus; revs $7.51 bln vs $6.96 bln First Call consensus
AAPL sees Q3 $1.00 vs $1.10 First Call consensus; sees revs $7.2 bln vs $7.16 bln First Call consensus
AAPL prelim $1.16 vs $1.07 First Call consensus; revs $7.51 bln vs $6.96 bln First Call consensus