Kutsuge Cobra 11
TaivoS Re: Börsipäev 3. mai 03/05/10 14:20
Soome foorumis sooviti Kreeka laenu tagatiseks Korfu saart saada.
Cynic Re: Börsipäev 3. mai 03/05/10 14:23
See ei kõlba, sellel on juba suur hüpoteek :-)
Korfu ei taga vist nii ehk teisiti ära või mis see m2 hind seal olla võib? :)
Island Area
(sq. miles) (km²)
1 Crete 3219 8336
2 Euboea 1423 3685
3 Lesbos 630 1633
4 Rhodes 541 1401
5 Kefalonia 350 906.5
6 Khíos 325 842.3
7 Corfu 229 592.9
8 Lemnos 184 477.6
9 Samos 184 477.4
10 Naxos 166 429.8
Soome foorumis sooviti Kreeka laenu tagatiseks Korfu saart saada.
Cynic Re: Börsipäev 3. mai 03/05/10 14:23
See ei kõlba, sellel on juba suur hüpoteek :-)
Korfu ei taga vist nii ehk teisiti ära või mis see m2 hind seal olla võib? :)
Island Area
(sq. miles) (km²)
1 Crete 3219 8336
2 Euboea 1423 3685
3 Lesbos 630 1633
4 Rhodes 541 1401
5 Kefalonia 350 906.5
6 Khíos 325 842.3
7 Corfu 229 592.9
8 Lemnos 184 477.6
9 Samos 184 477.4
10 Naxos 166 429.8
Soome osa oli vist vaid 6 mrd EUR-i ka :-)
Aprillikuu PMI statistika kinnitab, et konkurentsivõime kaotanud Kreeka tööstustoodang jätkab vähenemist. Kui euroala PMI tõusis aprillis 57.6 punkti peale, siis Kreekas oli see 43.6 punkti. Teadupoolest näitab 50 punktist madalam PMI, et tööstustegevus väheneb (kuna majanduses on eelkõige tsükliline tööstustegevus, siis on PMI hea indikaator majandustsüklite jälgimiseks).
Karum6mm, telliskivid ja betoon on õige vara :)
Aga noh minuarust cash ei ole mitte trash, vaid lihtsalt vahetusvahend erinevate asjade, teenuste, toodete ja abstraktsete väärtuste vahetamiseks. Ja minuarust ei ole üldse oluline palju seda on, või kas sellel asjal on mingit väärtust, niikaua kuni saab teostada swapi AAPL Call -> kabanoss, olen mina igatahes õnnelik.
Aga noh minuarust cash ei ole mitte trash, vaid lihtsalt vahetusvahend erinevate asjade, teenuste, toodete ja abstraktsete väärtuste vahetamiseks. Ja minuarust ei ole üldse oluline palju seda on, või kas sellel asjal on mingit väärtust, niikaua kuni saab teostada swapi AAPL Call -> kabanoss, olen mina igatahes õnnelik.
Millised firmad see nädal tulemustega tulemas? Kust seda näha saaks?
www.google.com
otsingusse: this week earnings
otsingusse: this week earnings
http://biz.yahoo.com/research/earncal/20100426.html
Eraisikute sissetulekud ja kulutused tõusid täpselt vastavalt ootustele:
March Personal Income +0.3% vs +0.3% consensus, prior revised to +0.1% from +0.0%
March Personal Spending +0.6% vs +0.6% consensus, prior revised to +0.5% from +0.3%
March PCE Core m/m +0.1% vs +0.1% consensus, prior 0.0
Barabas,
värske tulemuste tabel nüüd taas üleval. Link tabelile siin.
Eelturg indikeerib USA turu avanemist ca +0.4% kõrgemalt võrreldes reedese sulgumishinnaga. Nafta püsib $86.1 peal barrelist - kuna euro on dollari vastu viimasel ajal nõrgenenud, siis euros mõõdetud naftahind jätkab eurooplasest tarbija jaoks tõusmist.
Euroopa turud:
Saksamaa DAX -0.10%
Pantsusmaa CAC 40 -0.40%
Suurbritannia FTSE100 N/A (börs suletud)
Hispaania IBEX 35 -1.10%
Rootsi OMX 30 -0.25%
Venemaa MICEX N/A (börs suletud)
Poola WIG N/A (börs suletud)
Aasia turud:
Jaapani Nikkei 225 N/A (börs suletud)
Hong Kongi Hang Seng -1.41%
Hiina Shanghai A (kodumaine) N/A (börs suletud)
Hiina Shanghai B (välismaine) N/A (börs suletud)
Lõuna-Korea Kosdaq -0.76%
Tai Set 50 N/A (börs suletud)
India Sensex 30 -0.98%
Listening to the Charts
By Rev Shark
RealMoney.com Contributor
5/3/2010 8:47 AM EDT
"It is not the strongest of the species that survive nor the most intelligent, but the one most responsive to change."
-- Author unknown, commonly misattributed to Charles Darwin
Last week, the market suffered its worst technical action since early February. Although we had a pretty good bounce back on Wednesday and Thursday, we rolled over again on Friday, which left us with a precarious setup.
The rally off the February low has been so relentless that many market players seem to have been lulled into thinking that we're never going to see any weakness again. Given how quickly and easily this market has recovered from every dip for over a year, it is hard to argue with that thinking, but prudent market participants still need to play some defense when the character of the action starts to change like it did last week.
My recommendation for dealing with this market has been to respect the trend and to wait for weakness rather than anticipate it before you start selling. Last week, we definitely had some weakness in the price action, which has triggered some stops and some profit-taking.
What makes this market so tricky is that since the low in March, every time we have had some weakness and have been on the brink of breaking down, we have pulled off a strong V-shaped bounce. What has been even more surprising is that we don't just bounce but we go straight up and make new highs. The bears have been consistently pounded as they look for oversold bounces to fail. They simply have not failed; in fact, they just keep on going.
With that history in mind, it is tough to argue that this time it will be different and that we won't come roaring back like we have so often. Although it is not the sort of action that technicians expect, it certainly has been the right way to bet.
So that brings us to the million-dollar question of whether this time we act more like the technicians would tend to expect or do we shake off last week's weakness and head right back to the highs?
The way you answer that depends on your trading style. My inclination is to stick with the charts and technical analysis, even though they have not worked particularly well in this market. I'm sure many think that is foolish since the nature of this market has been to make fools out of any skeptics or doubters. The buy-and-hold crowd has been rewarded for its faith, so why should things change now?
I'm not ready to proclaim that this time is going to be different, like I did back in January, but I am going to listen to the charts and take defensive action. As I reviewed charts this weekend, I saw many key stocks -- such as Google (GOOG) and Amazon (AMZN) -- breaking down, and there was very little that I liked on the long side. That alone requires me to be cautious and that is what I'm doing. Maybe it will turn out to be a mistake, but my trading discipline requires me to react to the charts.
We have some strength this morning on the Greece bailout and a big airline merger. The bulls have Monday morning strength and the positive bias at the beginning of the month also assisting them. I'm going to see if the bulls can shrug off last week's poor technical action, but I'm not going to bet on it this morning.
-----------------------------
Briefing.com:
Ülespoole avanevad:
In reaction to strong earnings/guidance: BPI +3.9% (light volume), SYY +3.0% (light volume), NGA +1.1%.
M&A news: CAL +2.9% and UAUA +2.6% (United and Continental announce merger).
Select financial related names showing strength: SNV +4.0%, IRE +3.6%, NBG +2.5%, BCS +2.3%, GS +2.3%, FITB +2.3%, C +2.1%, AIG +1.8%, UBS +1.2%, MS +1.1%, CS +1.1%, BAC +1.0%.
Select metals/mining stocks ticking higher: NG +3.3%, MT +2.3%, VALE +1.7% (has acquired from BSG Resources).
Select casino related names showing strength: MPEL +3.6%, MGM +1.9%, LVS +1.8%.
Other news: JTX +25.0% (amends credit agreement with lower cost structure), POZN +18.0% (FDA approves VIMOVO from Pozen and AstraZeneca), RPTP +11.0% (Ph. 2a NASH study meets primary endpoints), ACLS +10.5% (received order for the Optima HDxTM), BPOP +7.6% (subsidiary acquired assets from the FDIC of Westernbank Puerto Rico), IAG +4.9% (advances start up date for Essakane mine), GERN +4.6% (comments on decision by U.S. PTO on WARF patent), GS +1.2% (still checking), NFG +1.1% (Cramer makes positive comments on MadMoney).
Analyst comments: IM +3.5% (upgraded to Buy from Neutral at Goldman), COLB +2.3% (upgraded to Outperform from Market Perform at Keefe, Bruyette), NIHD +2.3% (upgraded to Overweight from Neutral at JP Morgan), FSLR +1.3% (added to Kaufman Brothers Focus List).
Allapoole avanevad:
In reaction to disappointing earnings/guidance: MCBC -26.6%, ATHN -14.9% (also downgraded to Market Perform from Outperform at Leerink Swann), AXL -14.0%, MSTR -12.2% (also downgraded to Market Perform from Outperform at FBR Capital), MFE -11.1% (also downgraded to Market Perform from Outperform at Wells Fargo), MWW -10.0%, SWIR -8.9%, VPRT -8.4%, QLGC -7.3%, BOOM -6.5%, WFR -5.9%, BCS -5.9%, NETL -5.2%, CERS -4.9%, DRIV -4.3%, PDLI -4.3%, TSYS -4.3%, MPWR -3.7%, MXIM -3.6%, SWN -2.2%, IRF -2.0%, BMRN -1.5%, CQB -1.4%, FISV -1.3%.
Other news: RTP -75.4% (trading post split), APPY -10.2% (announces registered direct common stock and warrant offering of $10.0 mln; per share exercise price of the warrants is $4.82), NMM -5.3% (announces public offering of 4,500,000 common units), GS -3.9% (weakness following reports that Federal criminal probe looking into Goldman trading and broker downgrade), FEN -3.7% (announced that it has commenced a public offering of 1,200,000 common shares of beneficial interest), FULT -3.0% (announces $230 Million common stock offering).
Analyst comments: ATPG -3.8% (downgraded to Hold from Buy at Wunderlich), MMR -3.1% (downgraded to Hold from Buy at Wunderlich), OSK -2.8% (downgraded to Underweight from Neutral at JP Morgan), RIG -2.7% (downgraded to Market Perform from Outperform at FBR Capital ), HAL -2.7% (downgraded to Market Perform from Outperform at FBR Capital ), ANDE -1.2% (downgraded to Hold at BB&T Capital), CMCSA -1.0% (downgraded to Hold from Buy at Stifel Nicolaus).
By Rev Shark
RealMoney.com Contributor
5/3/2010 8:47 AM EDT
"It is not the strongest of the species that survive nor the most intelligent, but the one most responsive to change."
-- Author unknown, commonly misattributed to Charles Darwin
Last week, the market suffered its worst technical action since early February. Although we had a pretty good bounce back on Wednesday and Thursday, we rolled over again on Friday, which left us with a precarious setup.
The rally off the February low has been so relentless that many market players seem to have been lulled into thinking that we're never going to see any weakness again. Given how quickly and easily this market has recovered from every dip for over a year, it is hard to argue with that thinking, but prudent market participants still need to play some defense when the character of the action starts to change like it did last week.
My recommendation for dealing with this market has been to respect the trend and to wait for weakness rather than anticipate it before you start selling. Last week, we definitely had some weakness in the price action, which has triggered some stops and some profit-taking.
What makes this market so tricky is that since the low in March, every time we have had some weakness and have been on the brink of breaking down, we have pulled off a strong V-shaped bounce. What has been even more surprising is that we don't just bounce but we go straight up and make new highs. The bears have been consistently pounded as they look for oversold bounces to fail. They simply have not failed; in fact, they just keep on going.
With that history in mind, it is tough to argue that this time it will be different and that we won't come roaring back like we have so often. Although it is not the sort of action that technicians expect, it certainly has been the right way to bet.
So that brings us to the million-dollar question of whether this time we act more like the technicians would tend to expect or do we shake off last week's weakness and head right back to the highs?
The way you answer that depends on your trading style. My inclination is to stick with the charts and technical analysis, even though they have not worked particularly well in this market. I'm sure many think that is foolish since the nature of this market has been to make fools out of any skeptics or doubters. The buy-and-hold crowd has been rewarded for its faith, so why should things change now?
I'm not ready to proclaim that this time is going to be different, like I did back in January, but I am going to listen to the charts and take defensive action. As I reviewed charts this weekend, I saw many key stocks -- such as Google (GOOG) and Amazon (AMZN) -- breaking down, and there was very little that I liked on the long side. That alone requires me to be cautious and that is what I'm doing. Maybe it will turn out to be a mistake, but my trading discipline requires me to react to the charts.
We have some strength this morning on the Greece bailout and a big airline merger. The bulls have Monday morning strength and the positive bias at the beginning of the month also assisting them. I'm going to see if the bulls can shrug off last week's poor technical action, but I'm not going to bet on it this morning.
-----------------------------
Briefing.com:
Ülespoole avanevad:
In reaction to strong earnings/guidance: BPI +3.9% (light volume), SYY +3.0% (light volume), NGA +1.1%.
M&A news: CAL +2.9% and UAUA +2.6% (United and Continental announce merger).
Select financial related names showing strength: SNV +4.0%, IRE +3.6%, NBG +2.5%, BCS +2.3%, GS +2.3%, FITB +2.3%, C +2.1%, AIG +1.8%, UBS +1.2%, MS +1.1%, CS +1.1%, BAC +1.0%.
Select metals/mining stocks ticking higher: NG +3.3%, MT +2.3%, VALE +1.7% (has acquired from BSG Resources).
Select casino related names showing strength: MPEL +3.6%, MGM +1.9%, LVS +1.8%.
Other news: JTX +25.0% (amends credit agreement with lower cost structure), POZN +18.0% (FDA approves VIMOVO from Pozen and AstraZeneca), RPTP +11.0% (Ph. 2a NASH study meets primary endpoints), ACLS +10.5% (received order for the Optima HDxTM), BPOP +7.6% (subsidiary acquired assets from the FDIC of Westernbank Puerto Rico), IAG +4.9% (advances start up date for Essakane mine), GERN +4.6% (comments on decision by U.S. PTO on WARF patent), GS +1.2% (still checking), NFG +1.1% (Cramer makes positive comments on MadMoney).
Analyst comments: IM +3.5% (upgraded to Buy from Neutral at Goldman), COLB +2.3% (upgraded to Outperform from Market Perform at Keefe, Bruyette), NIHD +2.3% (upgraded to Overweight from Neutral at JP Morgan), FSLR +1.3% (added to Kaufman Brothers Focus List).
Allapoole avanevad:
In reaction to disappointing earnings/guidance: MCBC -26.6%, ATHN -14.9% (also downgraded to Market Perform from Outperform at Leerink Swann), AXL -14.0%, MSTR -12.2% (also downgraded to Market Perform from Outperform at FBR Capital), MFE -11.1% (also downgraded to Market Perform from Outperform at Wells Fargo), MWW -10.0%, SWIR -8.9%, VPRT -8.4%, QLGC -7.3%, BOOM -6.5%, WFR -5.9%, BCS -5.9%, NETL -5.2%, CERS -4.9%, DRIV -4.3%, PDLI -4.3%, TSYS -4.3%, MPWR -3.7%, MXIM -3.6%, SWN -2.2%, IRF -2.0%, BMRN -1.5%, CQB -1.4%, FISV -1.3%.
Other news: RTP -75.4% (trading post split), APPY -10.2% (announces registered direct common stock and warrant offering of $10.0 mln; per share exercise price of the warrants is $4.82), NMM -5.3% (announces public offering of 4,500,000 common units), GS -3.9% (weakness following reports that Federal criminal probe looking into Goldman trading and broker downgrade), FEN -3.7% (announced that it has commenced a public offering of 1,200,000 common shares of beneficial interest), FULT -3.0% (announces $230 Million common stock offering).
Analyst comments: ATPG -3.8% (downgraded to Hold from Buy at Wunderlich), MMR -3.1% (downgraded to Hold from Buy at Wunderlich), OSK -2.8% (downgraded to Underweight from Neutral at JP Morgan), RIG -2.7% (downgraded to Market Perform from Outperform at FBR Capital ), HAL -2.7% (downgraded to Market Perform from Outperform at FBR Capital ), ANDE -1.2% (downgraded to Hold at BB&T Capital), CMCSA -1.0% (downgraded to Hold from Buy at Stifel Nicolaus).
Apple'i (AAPL) iPadi müük on väga hästi alanud (juba tulemuste raporteerimise ajal ütles COO, et nõudlus on šokeerivalt suur). Täna teatas ettevõte, et aprillis müüdi miljon iPadi, App Store'st on tõmmatud 12 miljonit rakendust iPadile ja iBookstore'st on laetud üle 1,5 miljoni raamatu. Kenad numbrid ja Apple'i aktsia on alustamas kauplemist protsendi võrra kõrgemalt:
Mikk, kuidas saab üks marginaalse turuosaga ettevõte maksta rohkem kui suured tegijad kokku ?
Mis on see mida ostjad AAPL-i puhul näevad ?
Mis on see mida ostjad AAPL-i puhul näevad ?
AAPL turuväärtus on 240 miljardit dollarit. 1Q teenis ettevõte 3,1 miljardit dolalrit kasumit. Aasta peale siis 12 miljardit. 240/12=20.
P/E 20 ei ole kasvuettevõtte kohta eriti kallis. Applil on ka 30 miljardit cashi kontol.
P/E 20 ei ole kasvuettevõtte kohta eriti kallis. Applil on ka 30 miljardit cashi kontol.
Apple'il on küll väike turuosa, aga ta tegutseb seal väga heade marginaalidega (ja eks väike turuosa jätab alati ruumi kasvuks). Lähiajal tundub Apple'i jaoks olevat kaks olulist asja: a) iPadi edu - hetkel tundub kõik hästi minevat. b) uus iPhone - tuleb ilmselt suvel & peaks olema piisavalt "uus", et praegused kasutajad tahavad seda välja vahetada.
AAPL'i valuatsiooni suhtes SideKickiga samal arvamusel - 20x P/E Apple'i puhul ei ole palju.... 2011. a prognooside järgi P/E 15x (jah, võib-olla on kasumiprognoosid natuke liiga roosilised, aga ka 16, 17, 18 tundub Apple'i puhul mõistlik suhtarv)
SideKick, paar posti tagssi oli just karumõmmi poolt teemaks cash is trash. Minuarust see, et ettevõttel on ca 1/10 väärtusest sularahas tähendab et arengupotentsiaaliga on ikaldus, või ma eksin. parandage mind.
Pigem näitab, et ettevõttel on piisavalt likviidsusvaru oma kasvupotentsiaali realiseerimiseks ning rahaga läbi korrigeeritud P/E oleks ca 15% madalam.
USA tööstussektori ISM indeks ületas aprillis ootusi ja viitab, et sektoris on olukord üha kiiremini paranemas:
April ISM Manufacturing 60.4 vs 60.0 consensus, March 59.6
March Construction Spending +0.2% vs -0.3% consensus, prior revised to -2.1% from -1.3%