Üks huvitav aktsia tänaseks on VVUS. 9 septembril lendas $7 pealt 5 punkti üles, kui teatas, et "EQUIP and CONQUER studies met all primary endpoints". Viimase paari nädalaga on veidi tagasi andnud ja kaupleb $10 juures. Täna on Merriman kommentaariga väljas, kus soovitab aktsia nõrkust kasutada positsiooni täiendamiseks. Pakuvad, et aktsia võiks lõpuks jõuda $16-$18 kanti.
Merriman pole muidugi teab, mis oluline maja, kuid siiani on neil õigus olnud. Samas enamik kõvemaid tegijaid seda aktsiat ei kata ka, nii et selle võrra ehk on väiksematel rohkem kaalu. Lootsin, et ehk ei hakata sellega kohe eelturul paugutama ja avaneb võimalus mõistlikust kohast sisse osta, aga nüüd on aktsia juba liikuma läinud. Ma hetkel ise ei julge siit osta, aga vaatan, kuidas ta käitub. Siit võib veel midagi välja pigistada täna.
kui muud tolku sellest abe vs. kl värgist ei olnud siis vähemalt börsipäevade teemad on nüüd 10x huvitavamaks muutunud
damn fun, update seda chatis ..oleks tahtnud 10.70 võtta seda :P
http://www.cnbc.com/id/33086458
final GDP -0,7
USA SKP langes teises kvartalis 0.7% vs varem raporteeritud 1%.
Short 1500 WLP @ $48.7, BMO downgrade kogu sektorile, tundub enamvähem mõistlik põhjendus ja eilse spike äramüümine viitab, et huvi on vähenenud sektori vastu. Kogust eriti suuremaks ei taha, pole sellist kindlustunnet selle tradega.
Ilmselt püüan täpselt 16:30 ära katta.
Ilmselt püüan täpselt 16:30 ära katta.
Euroopa turud:
Saksamaa DAX +0.15%
Prantsusmaa CAC 40 +0.39%
Inglismaa FTSE 100 +0.13%
Hispaania IBEX 35 +0.22%
Rootsi OMX 30 +0.50%
Venemaa MICEX +0.43%
Poola WIG +0.73%
Aasia turud:
Jaapani Nikkei 225 +0.33%
Hong Kongi Hang Seng -0.28%
Hiina Shanghai A (kodumaine) +0.91%
Hiina Shanghai B (välismaine) +0.49%
Lõuna-Korea Kosdaq -1.22%
Tai Set 50 +0.17%
India Sensex 30 +1.63%
Don't Give Too Much Weight to Yesterday
By Rev Shark
RealMoney.com Contributor
9/30/2009 8:23 AM EDT
More firm and sure the hand of courage strikes, when it obeys the watchful eye of caution.
-- James Thomson
On Tuesday the market failed to follow through on the big move we had on Monday. That is what you would normally expect when volume is low, but low-volume bounces have tended to just keep on going in this market. If you applied the normal rules of technical analysis, you would have missed on many of the strongest moves in this rally.
It was just one day of a little softness, and it is premature to make too big of a deal of it. The market held on to most of Monday's gains and is still in good shape to consolidate a bit more and then make a run at yet another high.
Plenty of bears are anxious to call a top in this market. They have been anxious for months now and have presented plenty of good reasons why will have to eventually pull back. They will be correct one of these days, but the market continues to do little to indicate its inevitable doom. We have a few minor warning signs, but there still isn't anything to indicate that the overall trend is changing or that a major change in character is taking place.
We have to continue to respect the strong uptrend but keep our eyes open for signs that things may be shifting. The lack of follow-through was one of those signs that warrant some attention, but it is a fairly minor matter until we see some other action to confirm it. The fact that it is the end of the quarter may be helping to hold up the market more than would otherwise be the case, but that still isn't any reason to be overtly negative about things.
The challenge of this market is not maintaining a positive mindset -- it's continuing to find ways to put money to work. There is no shortage of extended charts out there, and much of the speculative action is in low-priced and secondary names. It isn't a market with great leadership; rather, market players are constantly trying to find the hot pockets of action.
We have some positive action this morning on good earnings from the likes of Nike (NKE) and Sealy (ZZ) , but Saks (SKS) and Darden (DRI) are offsetting things a bit to the downside.
The market mood is fairly complacent, but we have ADP employment numbers coming up and the end-of-the-quarter pressures will be drying up. The bulls are still firmly in control -- above all else, we need to respect that.
-----------------------------
Ülespoole avanevad:
In reaction to strong earnings/guidance: OMN +17.6%, ZZ +8.4%, JBL +7.5%, NKE +5.8% (also upgraded to Buy from Neutral at Goldman- Reuters)... M&A news: CFW +57.1% (Cano Petroleum and Resaca Exploitation announce plan to merge in a stock-for-stock transaction), CBY +1.4% (UK sets Kraft November 9 deadline for Cadbury bid - Reuters.com)... Select swine flu related stocks showing strength: APT +15.1%, SVA +7.2% (obtains second order of H1N1 vaccine from Chinese Central Government)... Select financial names showing strength: ING +4.4%, AZ +3.5%, AXA +3.4%, AEG +2.8%, IBN +2.7%, BCS +2.7%, LYG +1.5%, C +1.3%, AIG +1.2%... Select metals/mining names trading higher: HL +4.0%, EGO +3.8%, NGD +3.3%, SLW +3.2%, NG +3.0%, AUY +2.7%, GG +2.2%, AEM +2.0%, GDX +2.0%, GOLD +2.0%, ABX +1.9%, NEM +1.8%, GLD +1.1%... Other news: HOKU +58.9% (HOKU Scientific and Tianwei announce financing agreement; company to resume accelerated construction of polysilicon plant), DSCO +41.4% (Discovery Labs and FDA establish path for potential Surfaxin approval), SRLS +23.0% (announces two new contracts and that a third contract has been expanded; new funding of $10.8 mln), TSTR +22.1% (TerreStar and AT&T to bring to market the first fully integrated satellite cellular smartphone), CPD +21.1% (enters into consent decree with FDA providing path to resume manufacturing operations), PZE +20.3% (still checking), ICCC +19.0% (Mastitis drug meets pivotal effectiveness study end point), REXX +13.4% (still checking), EBS +9.5% (announces that NIAID to fund development of advanced anthrax vaccine candidate), HDY +9.1% (to hold business update investor conference call September 30 at 10 a.m. CT), AMSC +8.7% (Am Superconductor and Sinovel Sign $100 million follow-on electrical components contract for 3 megawatt wind turbines), XOMA +8.6% (presents results demonstrating novel mechanism of action for XOMA 052 in regulating IL-1 Beta Levels), RBS +3.1% (still checking), GVA +3.0% (Granite Construction joint venture team awarded $659 mln contract to build Queens Bored Tunnels and structures in New York), AMP +3.0% (to acquire long-term asset management business of Columbia Management for approximately $1 billion), WIN +2.0% (prices private offering of $400 mln of Its 7.875% senior notes due 2017), OREX +1.9% (announces the results of a Phase 2b trial for Empatic on Sept 30, 2009 before the markets open)... Analyst comments: SLTM +10.0% (light volume; initiated with a Buy at Canaccord), AMSC +9.3% (upgraded to Buy at Kaufman), IFNNY +8.0% (upgraded to Outperform from Neutral at Exane BNP Paribas), VVUS +6.7% (tgt range raised to $16-18 at Merriman following positive Qnexa results and equity-offering), HBAN +2.7% ( upgraded to Buy from Hold at Deutsche Bank), CVH +2.3% (upgraded to Outperform from Market Perform at BMO Capital Markets), ADM +2.3% (upgraded to Outperform from Market Perform at BMO Capital Markets), NVS +1.8% (upgraded to Buy at Citigroup), COV +1.8% (added to Conviction Buy list at Goldman- Reuters).
Allapoole avanevad:
In reaction to disappointing earnings/guidance: ICON -15.8%, DRI -6.1%, ATU -2.9%, WOR -1.8%... Other news: CIT -37.3% (CIT Group near plan to turn over company to bondholders - Reuters), SMOD -6.5% (still checking), SOL -6.0% (still checking), FR -4.9% (announces pricing of public offering of 12,500,000 shares of common stock at $5.25), CHBT -4.7% (prices public offering of 4,600,000 shares of its common stock at $15.00 per share), SSS -4.7% (announces that it has commenced a public offering of 3 mln shares of common stock), SKS -4.6% (files for $100 mln common stock offering), OREX -4.3% (announces Phase 2b Trial for Empatic results), HTS -3.9% (trading ex dividend), AGNC -3.8% (trading ex dividend), CLP -3.3% (commences 9 mln common share offering), MOG.A -2.1% (prices public offering of 2.5 mln shares at $29.50 per share)... Analyst comments: GLBC -2.9% (downgraded to Hold at Citigroup), RAIL -2.7% (downgraded to Hold at Keybanc), TGT -1.4% (downgraded to Neutral at UBS), WLP -1.2% (downgraded to Market Perform from Outperform at BMO Capital Markets), GHL -1.1% (downgraded to Neutral from Buy at Pali Capital).
By Rev Shark
RealMoney.com Contributor
9/30/2009 8:23 AM EDT
More firm and sure the hand of courage strikes, when it obeys the watchful eye of caution.
-- James Thomson
On Tuesday the market failed to follow through on the big move we had on Monday. That is what you would normally expect when volume is low, but low-volume bounces have tended to just keep on going in this market. If you applied the normal rules of technical analysis, you would have missed on many of the strongest moves in this rally.
It was just one day of a little softness, and it is premature to make too big of a deal of it. The market held on to most of Monday's gains and is still in good shape to consolidate a bit more and then make a run at yet another high.
Plenty of bears are anxious to call a top in this market. They have been anxious for months now and have presented plenty of good reasons why will have to eventually pull back. They will be correct one of these days, but the market continues to do little to indicate its inevitable doom. We have a few minor warning signs, but there still isn't anything to indicate that the overall trend is changing or that a major change in character is taking place.
We have to continue to respect the strong uptrend but keep our eyes open for signs that things may be shifting. The lack of follow-through was one of those signs that warrant some attention, but it is a fairly minor matter until we see some other action to confirm it. The fact that it is the end of the quarter may be helping to hold up the market more than would otherwise be the case, but that still isn't any reason to be overtly negative about things.
The challenge of this market is not maintaining a positive mindset -- it's continuing to find ways to put money to work. There is no shortage of extended charts out there, and much of the speculative action is in low-priced and secondary names. It isn't a market with great leadership; rather, market players are constantly trying to find the hot pockets of action.
We have some positive action this morning on good earnings from the likes of Nike (NKE) and Sealy (ZZ) , but Saks (SKS) and Darden (DRI) are offsetting things a bit to the downside.
The market mood is fairly complacent, but we have ADP employment numbers coming up and the end-of-the-quarter pressures will be drying up. The bulls are still firmly in control -- above all else, we need to respect that.
-----------------------------
Ülespoole avanevad:
In reaction to strong earnings/guidance: OMN +17.6%, ZZ +8.4%, JBL +7.5%, NKE +5.8% (also upgraded to Buy from Neutral at Goldman- Reuters)... M&A news: CFW +57.1% (Cano Petroleum and Resaca Exploitation announce plan to merge in a stock-for-stock transaction), CBY +1.4% (UK sets Kraft November 9 deadline for Cadbury bid - Reuters.com)... Select swine flu related stocks showing strength: APT +15.1%, SVA +7.2% (obtains second order of H1N1 vaccine from Chinese Central Government)... Select financial names showing strength: ING +4.4%, AZ +3.5%, AXA +3.4%, AEG +2.8%, IBN +2.7%, BCS +2.7%, LYG +1.5%, C +1.3%, AIG +1.2%... Select metals/mining names trading higher: HL +4.0%, EGO +3.8%, NGD +3.3%, SLW +3.2%, NG +3.0%, AUY +2.7%, GG +2.2%, AEM +2.0%, GDX +2.0%, GOLD +2.0%, ABX +1.9%, NEM +1.8%, GLD +1.1%... Other news: HOKU +58.9% (HOKU Scientific and Tianwei announce financing agreement; company to resume accelerated construction of polysilicon plant), DSCO +41.4% (Discovery Labs and FDA establish path for potential Surfaxin approval), SRLS +23.0% (announces two new contracts and that a third contract has been expanded; new funding of $10.8 mln), TSTR +22.1% (TerreStar and AT&T to bring to market the first fully integrated satellite cellular smartphone), CPD +21.1% (enters into consent decree with FDA providing path to resume manufacturing operations), PZE +20.3% (still checking), ICCC +19.0% (Mastitis drug meets pivotal effectiveness study end point), REXX +13.4% (still checking), EBS +9.5% (announces that NIAID to fund development of advanced anthrax vaccine candidate), HDY +9.1% (to hold business update investor conference call September 30 at 10 a.m. CT), AMSC +8.7% (Am Superconductor and Sinovel Sign $100 million follow-on electrical components contract for 3 megawatt wind turbines), XOMA +8.6% (presents results demonstrating novel mechanism of action for XOMA 052 in regulating IL-1 Beta Levels), RBS +3.1% (still checking), GVA +3.0% (Granite Construction joint venture team awarded $659 mln contract to build Queens Bored Tunnels and structures in New York), AMP +3.0% (to acquire long-term asset management business of Columbia Management for approximately $1 billion), WIN +2.0% (prices private offering of $400 mln of Its 7.875% senior notes due 2017), OREX +1.9% (announces the results of a Phase 2b trial for Empatic on Sept 30, 2009 before the markets open)... Analyst comments: SLTM +10.0% (light volume; initiated with a Buy at Canaccord), AMSC +9.3% (upgraded to Buy at Kaufman), IFNNY +8.0% (upgraded to Outperform from Neutral at Exane BNP Paribas), VVUS +6.7% (tgt range raised to $16-18 at Merriman following positive Qnexa results and equity-offering), HBAN +2.7% ( upgraded to Buy from Hold at Deutsche Bank), CVH +2.3% (upgraded to Outperform from Market Perform at BMO Capital Markets), ADM +2.3% (upgraded to Outperform from Market Perform at BMO Capital Markets), NVS +1.8% (upgraded to Buy at Citigroup), COV +1.8% (added to Conviction Buy list at Goldman- Reuters).
Allapoole avanevad:
In reaction to disappointing earnings/guidance: ICON -15.8%, DRI -6.1%, ATU -2.9%, WOR -1.8%... Other news: CIT -37.3% (CIT Group near plan to turn over company to bondholders - Reuters), SMOD -6.5% (still checking), SOL -6.0% (still checking), FR -4.9% (announces pricing of public offering of 12,500,000 shares of common stock at $5.25), CHBT -4.7% (prices public offering of 4,600,000 shares of its common stock at $15.00 per share), SSS -4.7% (announces that it has commenced a public offering of 3 mln shares of common stock), SKS -4.6% (files for $100 mln common stock offering), OREX -4.3% (announces Phase 2b Trial for Empatic results), HTS -3.9% (trading ex dividend), AGNC -3.8% (trading ex dividend), CLP -3.3% (commences 9 mln common share offering), MOG.A -2.1% (prices public offering of 2.5 mln shares at $29.50 per share)... Analyst comments: GLBC -2.9% (downgraded to Hold at Citigroup), RAIL -2.7% (downgraded to Hold at Keybanc), TGT -1.4% (downgraded to Neutral at UBS), WLP -1.2% (downgraded to Market Perform from Outperform at BMO Capital Markets), GHL -1.1% (downgraded to Neutral from Buy at Pali Capital).
WLP kinni $48.30, ei saanud väga hästi kaetud, a ei taha hoidma ka jääda. +$554.
September Chicago PMI 46.1 vs 52.0 consensus, August 50.0
Pool AMSC kaetud @ $32.71. Usun tegelt, et tuleb veel alla, eriti turu nõrkuse taustal, aga pole piisavalt kannatlikkust.
tundub et õige aeg sqnm lühikesek minna!
Ah pekki, ega ma mingi investor pole, et kauaks ootama jään, teine pool ka kaetud sealsamas. +$1054.
Nüüd võib aktsia rahulikult täiesti sodiks kukkuda :)
Nüüd võib aktsia rahulikult täiesti sodiks kukkuda :)
Fed's Lockhart says worst is likely ahead for commercial real estate - DJ
DoE Inventory Data: Mixed Dept of Energy reports that crude oil inventories had a build of 2796K (consensus is a build of 2000K); gasoline inventories had a draw of 1657K (consensus is a build of 1000K); distillate inventories had a build of 323K (consensus is a build of 1200K).
Ei välista, et turg täna nulli jõuab.
Interco... Viskan ka oma arvamuse siia - ootan siit negatiivset päeva ja languse edasi minemist.
Olen pannud tähele, et positsioonide võtmine läheb märksa lihtsamaks kui ei ürita arvata mida turg teeb. Seda meiesugused nagunii ei tea. Samas, positsioonide võtmisel tuleb kindlasti arvestada turu meeleolu.