Selle taga on suure tõenäosusega see WSJ lugu:
CALM Cal-Maine Foods highlighted as "naked short" play in WSJ (11.40 )
The WSJ highlights Cal-Maine, which stock is favorite among short sellers, and is being carefully watched by fund managers concerned about new SEC rules governing certain short sales. Those rules may trigger forced short covering. Six months ago, the short interest in Cal-Maine stock amounted to 66% of the total shares that trade freely. Today, the short interest has risen to more than 85% of shares available to the public, according to research from Merrill Lynch. Fred Adams Jr., Cal-Maine's CEO, attributes the short interest to a planned secondary offering that was later canceled and adds that "the intent of the regulation will cause fewer shorts in the future." Mr. Adams and his family control 70% of the voting rights of Cal-Maine.
Väga profitable stuff, vähemalt täna hommikul.
sB
CRM Salesforce.com: with high short interest stocks spiking today on WSJ "naked short" article, watch for interest in CRM (13.72 -0.08)
Based on our January "Most Heavily Shorted Stocks" column, CRM is behind CALM +10% (which was the subject of the WSJ article today) and SFP -0.4% as one of the most heavily shorted stocks in the market with approx. 58% of the float sold short. Also of interest is Ecost (ECST +0.8%), which has a 51% short-interest, and could see market interest in the event OSTK -0.03% posts a good qtr tonight... Other high short interst names of note include TASR +5% (56% of float); SCOX -1.1% (50% of float); BSTE -6.6% (49% of float); NVEC +0.5% (44% of float).
CRM on üks insane valuatsiooniga tarkvarafirma. Siiski on karud kuni siiani päris valusaid õppetunde tunda saanud.
sB
Samal teemal siis ka paar linki:http://nasdaqtrader.com/asp/short_interest_resp.asp?searchby= Detail&IssueID=29341
EBAY languse taustal on ka TOMO pihta saanud, aga ilmselt liiga palju. Igal juhul hea võimalus põrkeks:
http://stockcharts.com/def/servlet/SC.web?c=tomo,uu[l,a]daclyyay[pb50!b200!f][vc60][iut!Lb14!Lc20]&pref=G
Paar päeva enne tulemusi alandas CIBC analüütik Daniel Gelbtuch SNDK reitingut, põhjuseks oli siis Lexari (LEXR) kasumihoiatus ning aktsia kauples siis $21 juures. Ma olen alati paar päeva enne tulemusi reitingu muutmisi pidanud selliseks mõttetuks kasiinoks - eelkõige üritatakse sellega kuulsust saada - kui täppi läheb, siis märgitakse sind igal pool ära.
No igatahes pani Daniel täiega mööda. Kuid conference callil alustas Daniel oma juttu lausega "excellent quarter". Milline meelemuutus kahe päevaga.
Loo moraal - analüütikute arvamusi ei tohiks oma rahapaigutuste aluseks eriti võtta.
Rev Shark:
"I run on the road, long before I dance under the lights."
-- Muhammad Ali
Yesterday the market did some of the necessary work it needs to do if it is going to move higher in the near future. After the good job it did on Wednesday it was important that the bulls not flip for quick profits and send the market back down. They did a nice job of hanging on to the majority of gains Thursday and even managed a strong close, which is a positive sign.
The last few days have seen the best action so far in 2005 but we aren't out of the woods yet. It could easily turn into just a brief respite before a continuation of the nasty downtend. The bulls don't have to make a quick move; they can afford to wait but they have to stay out of danger.
The situation is much like the Ali-Foreman "Rumble in the Jungle" fight. Ali knew how powerful and dangerous Foreman could be. If he confronted him head-on too early, he risked suffering some painful damage that would put him at a severe disadvantage. Ali knew that he needed to bide his time and tire out his opponent. He employed his now famous "rope-a-dope" strategy. He leaned back against the ropes our of harm's way and let Foreman flail away.
Late in the match Ali was unscathed and Foreman had sapped his strength. That is when Ali went to work and won the match. The bulls need to employ a similar strategy. They have to build up their energy while the bears deplete theirs. If the bulls can hang tough for a few rounds, their chances of taking control of the market are much higher.
The worst thing the bulls can do right now is to try to move out too quickly. The bears still have plenty of juice and if the bulls are overanxious they run a big risk of a knock-out punch. A big move that fails would put the bears in control of the market.
We have some interesting cross-currents this morning. The headline news is that Procter & Gamble (PG:NYSE) is buying Gillette (G:NYSE). A huge merger like that means that at least someone with a lot of capital is finding "value" in this market. That should see some sympathetic action in the consumer products sector. Microsoft (MSFT:Nasdaq) earnings were sold and there were some other good reports from technology stocks that are helping matters.
The big unknown that is likely to affect us as the day progresses is the Iraqi election this weekend. There is substantial headline risk if insurgents are successful in disrupting the process. Market participants are likely to be a bit cautious about holding over the weekend as a result. However, if the election does succeed without too much chaos it will be a market positive.
I'd like to see the bulls do a little more rope-a-dope today. Another fairly sedate day would set us up nicely for upside next week, especially if the Iraqi elections turn out OK. Early action is just slightly positive and that is good.
Overseas markets were mixed last night. Oil is down a bit and the news flow is generally positive. It should be an interesting day.
OK... I admit it.. I am bored.. As a momentum guy I like to make my money in the first hour and then go hit golf balls.. Most of the action today was with OSTK which we played around 55 with a target of a slowwww 58.. MSFT is failing to lift much, which is a negative signal for the overall techy crowd.. The momentum lately has been slow to develope which makes me a bit edgy.. Time to head for starbucks for some anti-nod!!!
Reuters kirjutab:
MUNICH, Germany (Reuters) - Fujitsu-Siemens Computers will start selling laptops with flash memory instead of hard drives this summer, bringing faster, lighter and more energy-efficient computers to the European mass market.
Läpakas maksab 500,- EUR. Minu jaoks uudis. Tõenäoliselt IT meestele habemega. :)
link
http://www.reuters.com/article/topNews/idUKL1181297720070711?rpc=44