Nokiasse on tugevust süstinud UBSi hommikune kommentaar:
UBS usub, et mobiilseadmete turg näitab üles tugevat väärtuse kasvu sellel ja järgmisel aastal. Põhjuseks jätkuvalt tugev uute telefonide ostmine ja vanade väljavahetamine nii arenenud kui ka arenevatel turgudel. UBS usub, et suured raha tagastamised aktsionäridele peaksid jätkuma ka tulevikus, sest nad usuvad, et Nokia jagab suure osa oma tuludest läbi dividendide ja aktsiate tagasiostmise oma aktsionäridele ära.
Looking for Light at End of the Tunnel
By Rev Shark
RealMoney.com Contributor
5/23/2006 8:30 AM EDT
"Patience and perseverance have a magical effect before which difficulties disappear and obstacles vanish."
-- John Quincy Adams
Market participants have been struggling with one of the most extreme market pullbacks in some time. It isn't that the overall pullback is that big in percentage terms, but that the selling has been so constant and intense. We have had only a couple very brief pauses in the selling since it started about 10 days ago.
Also, the indices simply don't reflect how hard and fast some sectors have been hit. In particular, oil and commodities have gone from hitting new highs to 20% or more declines. Don't be fooled by the fact that the S&P 500 is only about 5% off its high. Under the surface, this has been a much more severe correction.
It can be exhausting and dispiriting if you have been caught in this correction and are struggling to limit losses. There has been little opportunity to exit on bounces or to do anything other than sell into the teeth of the decline. Markets that fall straight down like this quite often lead to paralysis, and then remorse and self-loathing when we find ourselves stuck in positions that we know we should have sold earlier.
If you are feeling beat up, frustrated or depressed over the recent market action, you aren't alone. Emotions are running high right now and one of the reasons the selling has stayed so intense is that many folks just want to escape the pain of lower prices. They are dumping shares and moving to the sidelines because they simply can't handle another day of losses.
In an environment like this, it is particularly important that we be aware of our emotional responses and not act irrationally. We have to be patient and persistent. This selling isn't going to last forever and when the market does turn back up, we are going to look back at the selling and be surprised at how negative and pessimistic we were at exactly the wrong time.
Although this sort of correction can take an emotional toll, it is important that we maintain a positive mindset. That doesn't mean stay bullish; it means be aware that sharp market moves will eventually lead to new opportunities. Maybe new leaders will emerge, maybe there will be big bounces or maybe some great short opportunities will set up. The one certainty is that we are undergoing a change in market character and ultimately that will lead to new money-making opportunities.
Patience and persistence are your best friends right now. Don't be too quick to jump in the market, but make sure you stay extra vigilant and watch for opportunities to develop. They will be there and if you are mentally and emotionally prepared you will be able to capitalize on them.
We have a little bounce developing at the open as overseas markets stabilized after some big losses the past few days. Toll Brothers (TOL:NYSE - commentary - research - Cramer's Take) cut guidance this morning but the stock is trading up in early trading. Housing has been hit hard recently and this may be a sign that the group is washed out.
The market has been unable to hold on to strength after the first hour of trading in recent days. That will be the test today. If the indices can make a higher high after the first hour of trading a bounce may have some chance of lasting for more than a few minutes.
At the time of publication, De Porre had no positions in stock mentioned, although holdings can change at any time.
23/05/06 17:08
Kiiruse?
(ehk siis üle poole tunni copyt-pastet)
USA börsid tõsti plussis, kuid seda paistab olevat üsna raske hoida, seega pakun, et närvilised ajad jätkuvad, seda nii USA-s kui Eestis.
Ühe näitena teade, et Nymex peatas vasega kauplemise, kuna selle hind kerkis maksimaalse limiidi ehk 40 sendi võrra (ca 12% tõusu päevaga).
Ju siis selle kaitseks taoline lükegi :)
Aga ei aita siin miski, kipub punases lõppema ka täna:
Dow 11,135.17 +9.84 (+0.09%)
Nasdaq 2,165.75 -7.11 (-0.33%)
S&P 500 1,260.30 -1.77 (-0.14%)
janek133 Re: Börsipäev 23. mai 23/05/06 18:34
huvitav, kuidas läheb LHV Pensionifondidel :) ?
Vaata siia ja näed, et LHV Pensionifonidel läheb hästi ... selgelt selle tõttu, et me ei ole üritanud arenevatel turgudel üle kaaluda ennast
Täna hommikul seevastu oli aga pilt enam kui nukker optsioooni väärtusest oli koos järelturuga peaaegu 50% vähenenud...Kaine mõistus ütleb, et OK sulge pos aga samas kui selline viimaste päevade tõmblus jätkub, siis ehk saab nominaalväärtuse pealt positsiooni likvideerida (naer saalist:-) ) samas ajaväärtust nagu veel paarkümmend päeva on aga vaevalt et nädalane negatiivne ralli samas suurus- ja ajajärgus positiivseks pöördub. Mõni arvamus (kaastundeavaldused on teretulnud)
Ma ei tea, kas sa peaksid hoidma või müüma, kuid sa pead selgeks tegema, mis on su nägemus.
Ja üldse tuleb turgudel vähem emotsioone omada. Võta sisse iga võit ja kaotus.
Ma saan aru, et kõigil on lihtsam teha Copy-Paste, aga pikkade artiklite korral oleks hea kui oleks paari lausega point välja toodud. Keda asi rohkem huvitab, see võib artikli läbi lugeda.
Rõhutan: Ei pea tegema tõlkima, aga inglise keele tase pole kõigil suurepärane.
Minu arust tegid sa selle vea, et ei jälginud, kas päevaalguse ehk esimese tunni tipud peavad või mitte. Siiani ei ole pidanud. St, tõenäosust ei olnud, aga ikkagi läksid proovima.