Nagu ennist kirjutasin, teatas Google eile, et ka nemad käimasoelvast majanduslangusest puutumata ei jää. Barclay on väljas ja kinnitab sellest hoolimata aktsia Top Pick staatust, kuna usub, et turg on sellega juba arvestanud ning et võrreldes väga paljude teiste ettevõtetega elab Google languse ikkagi paremini üle.
Google: Among best positioned to weather recession; remains "Top Pick" - Barclays (322.64 -1.84). Barclays says GOOG remains their "top pick" as they continue to think it is among the best-positioned cos to weather the current recession, the backdrop for secular growth remains intact, cost controls give increased confidence in bottom-line, and GOOG could grow FCF 14% in '09. GOOG shares traded off last night on CEO comments at investor conference, but firm would take advantage of near-term weakness in the stock. Firm doesn't view Schmidt's cautious macro comments as new news, nor do they think comments on low/no search switching costs represent material mkt share concerns. Firm's checks suggest SEMs heavily focused on e-commerce have indicated double-digit y/y spending declines, but SEMs with more diversified client bases suggest limited overall pricing pressure. Firm's top picks in rank order: GOOG, AMZN, NFLX, & NILE.
Tasub jälgida GE'd jah...Ühtlane ja pidev müügisurve ning olgem ausad, ega keegi täpselt ei tea, kas ja kui palju common stock ikkagi väärt on. Kui kukutakse allapoole $5, hakkab asi hapuks muutuma.
Citadel Investment Group's flagship hedge funds are up in the first two months of the year - NY Post
NY Post reports after being left for dead last year, Ken Griffin's Citadel Investment Group is rising from the ashes. Griffin's flagship hedge funds Kensington and Wellington, which maintain about $10 bln in assets, are up nearly 8% for the first two months of the year, sources told The Post. According to one source, Griffin's funds gained about 5% in January and about 2.6% last month. The funds are believed to have done particularly well in market-making funds and equity-arbitrage investments, sources said. The results stand in stark contrast to last fall, when losses brought on by the financial crisis triggered frantic investor withdrawal requests, known as redemptions, and led many hedge funds, including Citadel, to suspend redemptions in order to preserve cash. Given its scale and ties to other bank powerhouses, the situation was particularly delicate for Citadel and was a cause for concern on Wall Street and on Capitol Hill, according to sources.
Toornafta varud vähenesid 750 000 barrelit vs oodatud tõus 1.0 mln, mootorkütuste varud kasvasid 168 000 barrelit vs oodatud langus -0.8 mln ning distillaadid kasvasid 1.66 mln vs oodatud langus 1.0 mln. Päris segane pilt ühesõnaga.
Aga paneksin siia veel ühe graafiku. Mootorkütused on tänase aastatagusest ca 40% odavama hinna juures nõudlust leidmas. Yoy muutus positiivne neljandat nädalat järjest (oranž joon):
Kel igav, tulge palun siia : http://www.playok.com/et/male/ seal on uks ulbe tegelane nimega "jumpandimout", andke talle tibake opetust. Seda saab edukalt ka traderi ja bloombergi taustal teha, toas tuleb kull vist siin kokku leppida, leidub julgeid ?
speedy conzales Nojah, kuid selle asjaga on viimne kui üks turuosaline juba ammu ära harjunud. Lihtsalt sidrunipress, mis hetkeks üles tõsteti, laseb korraks hingata. Või ütleme nii, et tüüp, keda uputatakse, lasti korraks pinnale õhku võtma :D
