Barclays alustab täna Pandora katmist underweight soovituse ja 8 USD sihiga. Ei tea kas võiks tähelepanu pälvida pärast korralikku märtsikuu langust.
MON on ka saanud siit sealt, eriti hea on:
Price Target raised to $89 from $78 at Jefferies, reiterates Hold rating
DB andis 90
Price Target raised to $89 from $78 at Jefferies, reiterates Hold rating
DB andis 90
Challengeri küsitluse kohaselt on planeeritud koondamiste maht on USA ettevõttetes vähenenud märtsis -8,8% võrreldes aastatagusega ning -27% võrreldes veebruariga. Absoluutnumbrites oli märtsis avalikustatud koondamiste arv 37880, mis on madalaim näitaja alates eelmise aasta maist. Esimese kahe kuu jooksul teatud koondamismahud olid aga piisavalt märkimisväärsed, et kogu kvartali lõikes 143 094ni ulatunud number kujunes siiski 9,4% võrra mullusest kõrgemaks.
BBBY - Bed Bath & Beyond price target raised to $73 from $66 at RW Baird
Baird raised its price target on Bed Bath & Beyond following impressive Q4 results. The firm cited cost controls, strong comps, and conservative guidance. Baird also noted the potential for moderating margins and earnings gains over 2H12 and recommends managing exposure. Shares remain Outperform rated.
Sounds like dg :)
Bernstein jõudis tgt to $84, Morgan Stanley to $62.
90/10 ei tee sellega midagi, kuigi näeks upside. Esialgu pass.
Baird raised its price target on Bed Bath & Beyond following impressive Q4 results. The firm cited cost controls, strong comps, and conservative guidance. Baird also noted the potential for moderating margins and earnings gains over 2H12 and recommends managing exposure. Shares remain Outperform rated.
Sounds like dg :)
Bernstein jõudis tgt to $84, Morgan Stanley to $62.
90/10 ei tee sellega midagi, kuigi näeks upside. Esialgu pass.
Gapping down
In reaction to disappointing earnings/guidance/SSS: PLCM -13.7%, RT -11.6%, STZ -8.9% (light volume), ANGO -5.4% (light volume), BKE -4.2%, PSMT -2.9% (light volume), KMX -0.5% (ticking lower).
M&A related: SPPI -15.6% (Allos Therapeutics to be acquired by Spectrum Pharmaceuticals for $1.82/share in cash: acquisition expected to be accretive on a cash basis in Q4 of 2012).
Financial related names showing weakness: ING -3.6%, DB -3.2%, BCS -3%, STD -2.4%, UBS -2%, BAC -1.6%, HBC -1%.
Select oil/gas related names showing early weakness: E -1.9%, BP -1.7%, E -1.4%, TOT -1.3%, RDS.A -1%.
Other news: GALE -14.4% (announces public offering of common stock), CKEC -7.1% (prices 4 mln shares of common stock at $13.00/SHARE), HOV -6% (Hovnanian Entrpr prices 25 mln shares of common stock at $2.00 per share), FRAN -1.7% (files to sell 9 mln shares of common stock for shareholders), NTRI -1% (ticking lower, announces that Joe Redling, chairman and CEO, will step down at the end of Sept 2012).
In reaction to disappointing earnings/guidance/SSS: PLCM -13.7%, RT -11.6%, STZ -8.9% (light volume), ANGO -5.4% (light volume), BKE -4.2%, PSMT -2.9% (light volume), KMX -0.5% (ticking lower).
M&A related: SPPI -15.6% (Allos Therapeutics to be acquired by Spectrum Pharmaceuticals for $1.82/share in cash: acquisition expected to be accretive on a cash basis in Q4 of 2012).
Financial related names showing weakness: ING -3.6%, DB -3.2%, BCS -3%, STD -2.4%, UBS -2%, BAC -1.6%, HBC -1%.
Select oil/gas related names showing early weakness: E -1.9%, BP -1.7%, E -1.4%, TOT -1.3%, RDS.A -1%.
Other news: GALE -14.4% (announces public offering of common stock), CKEC -7.1% (prices 4 mln shares of common stock at $13.00/SHARE), HOV -6% (Hovnanian Entrpr prices 25 mln shares of common stock at $2.00 per share), FRAN -1.7% (files to sell 9 mln shares of common stock for shareholders), NTRI -1% (ticking lower, announces that Joe Redling, chairman and CEO, will step down at the end of Sept 2012).
Gapping up
In reaction to strong earnings/guidance/SSS: APP +26.4%, BBBY +5.7%, GPS +2.3%, PIR +2.1% (ticking higher), M +1.4%, TGT +0.7%.
M&A news: ALTH +27.3% (Allos Therapeutics to be acquired by Spectrum Pharmaceuticals for $1.82/share in cash: acquisition expected to be accretive on a cash basis in Q4 of 2012).
A few metals related names trading modestly higher: GFI +2.3%, KGC +1.3%, ABX +0.7%, GG +0.6%, SLV +0.6%, GLD +0.4%.
Other news: PRXI +10% (Premier Exhibitions extended deadline for submission of bids for Titanic artifact collection to April 9, 2012 due to the level of interest in its auction), CNK +3.9% (will replace NSTAR in the S&P MidCap 400 index), GLUU +2.1% (Glu Mobile acquires Deer Hunter brand, financial terms not disclosed; also files for offering of ~20.2 mln shares by selling stockholders), SBAC +1.2% (positive mention on MadMoney).
In reaction to strong earnings/guidance/SSS: APP +26.4%, BBBY +5.7%, GPS +2.3%, PIR +2.1% (ticking higher), M +1.4%, TGT +0.7%.
M&A news: ALTH +27.3% (Allos Therapeutics to be acquired by Spectrum Pharmaceuticals for $1.82/share in cash: acquisition expected to be accretive on a cash basis in Q4 of 2012).
A few metals related names trading modestly higher: GFI +2.3%, KGC +1.3%, ABX +0.7%, GG +0.6%, SLV +0.6%, GLD +0.4%.
Other news: PRXI +10% (Premier Exhibitions extended deadline for submission of bids for Titanic artifact collection to April 9, 2012 due to the level of interest in its auction), CNK +3.9% (will replace NSTAR in the S&P MidCap 400 index), GLUU +2.1% (Glu Mobile acquires Deer Hunter brand, financial terms not disclosed; also files for offering of ~20.2 mln shares by selling stockholders), SBAC +1.2% (positive mention on MadMoney).
Initial Claims 357K vs 355K Briefing.com consensus; Prior revised to 363K from 359K
Continuing Claims falls to 3.338 mln from 3.354 mln
Continuing Claims falls to 3.338 mln from 3.354 mln
Vähemalt USA jaemüüjate jaoks on märts olnud hea kuu ning tinginud nii mõnegi puhul prognooside tõstmise
Ross Stores reports Mar same store sales +10% vs +5.1% Retail Metrics consensus; raises Q1 EPS guidance
Saks reports Mar same store sales +6.3% vs +6.3% Retail Metrics consensus
TJX reports Mar same store sales +10% vs +4.8% Retail Metrics consensus; raises Q1 and Fy13 EPS guidance
Gap reports Mar same store sales +8.0% vs +4.6% Retail Metrics consensus
Target reports Mar same store sales +7.3% vs +5.7% Retail Metrics consensus; raises Q1 EPS guidance
Macy's reports Mar same store sales +7.3% vs +4.8% Retail Metrics consensus; raises March-April SSS guidance
Ross Stores reports Mar same store sales +10% vs +5.1% Retail Metrics consensus; raises Q1 EPS guidance
Saks reports Mar same store sales +6.3% vs +6.3% Retail Metrics consensus
TJX reports Mar same store sales +10% vs +4.8% Retail Metrics consensus; raises Q1 and Fy13 EPS guidance
Gap reports Mar same store sales +8.0% vs +4.6% Retail Metrics consensus
Target reports Mar same store sales +7.3% vs +5.7% Retail Metrics consensus; raises Q1 EPS guidance
Macy's reports Mar same store sales +7.3% vs +4.8% Retail Metrics consensus; raises March-April SSS guidance
Citi usub, et dollaril on jõudu euro vastu edasi tugevneda, eeldatavalt isegi kuni jaanuari tasemeteni
Overall: We see clear indications of a decent USD rally ahead. The combination of a less dovish Fed and the ongoing concerns / poor price action in European markets (Spain and European Banks in particular this week) strongly argue for a lower EURUSD which we think can trade down to the Jan lows again
Overall: We see clear indications of a decent USD rally ahead. The combination of a less dovish Fed and the ongoing concerns / poor price action in European markets (Spain and European Banks in particular this week) strongly argue for a lower EURUSD which we think can trade down to the Jan lows again
Alternatiivenergia sektor on läbi elamas oma halvimaid aegu ja paraku tähendab see nii mõnegi ettevõtte jaoks ka elupäevade lõppu. Streetinsider kirjutab, et esmaspäeval andis Saksamaal pankrotiavalduse sisse Q-Sell, mis kunagi oli maailma suurim päikeseenergia ettevõtte ja USA-s teatas samal päeval Solar Trust, ei ole võimeline oma võlakohustusi täitma. Sellest tulenevalt kaotas eile ka First Solar (FSLR) aktsia oma väärtust veelgi ning kaupleb täna $ 21,70 taseme juures.
FSLR peaks olema firma, kes selles sektoris kõige tugevam. Kui konkurente siit ja sealt ära kukub, siis läheb teistel elu lihtsamaks. Ei tohi unustada, et see sektor on selline, kus igas riigis tootmine käimas ja tootjaid nagu seeni peale vihma juurde ilmub. Raske praegu oletada, mis First Solarist saab.
Samas oli siin foorumis Buffetti teema õhus :)
Samas oli siin foorumis Buffetti teema õhus :)
Business Insider on toonud ära oma veebilehel nimekirja aktsiatest, mis Goldman Sachsi analüütikute sõnul on maailma parimad. Nimekirja kuuluvad teiste hulgas Boeing (BA), Mosaic (MOS), Chesapeake Energy (CHK) ja täna ka foorumis jutuks tulnud First Solar (FSLR), mis parasjagu teeb uusi põhju.
Teeme siis Buffettit :) @20.57 miinimum 5 aastaks. Võib juhtuda, et võtan 6 kuu pärast juurde.
IMS Research: Global solar PV installations may rise at least 3.5% and as much as 21% in 2012 - DigiTimes- Expected to grow from 29.6GW in 2011 to 27.8-32.6GW in 2012. - Europe share of installation expected to fall from 69% to 50%.
Hakkas tulema nagu oavarrest.
Dept of Energy reportedly planning to make available more renewable energy development loans - financial press
Dept of Energy reportedly planning to make available more renewable energy development loans - financial press
http://www.marketwatch.com/story/antelope-valley-solar-ranch-one-receives-first-loan-advance-2012-04-05
Tänud, ymeramees, nad seal müdistavad juba pikka aega. Mingid jamad olid vist sügisel sellega, aga nüüd korras.
stocker
Tänud, ymeramees, nad seal müdistavad juba pikka aega. Mingid jamad olid vist sügisel sellega, aga nüüd korras.
https://news.fidelity.com/news/news.jhtml?cat=Opinion&articleid=201203231321STREETCMREALTIME_11466876&IMG=N
Mingi kaikaloopimine oli veel praegugi õhus.
Eks neid paneele rõhub ka gaasi röögatult madal hind ja energiafirmade ( utilit ) suundumine gaasil töötavatele seadmetele. Gaas on odav ja keskkonnasõbralikum kui fossiilsed. Saab näha, mis tulevik toob.
AMLN - BMY still interested in AMLN after $22/share bid rejected, WSJ räägib ;-)