Pigem peaks küsima, kas sellega (paanika, turmoil, karud, müügturg) on siis selleks korraks ühelpool? Vastus on "Ei ole".
algajale investorile oleks ainult üks soovitus - hoia eemale
mine paariks nädalaks puhkusele ja unusta börs ära, kui püüad nüüd hakata päästma midagi siis hävid veel rohkem.
kui "vaba" raha on siis enne minekut osta neid mille kukkumine ei tundu sulle põhjusega olevat
kui närvi pole siis mine joo selle raha eest kariibidel rummi...vähemalt jäävad head mälestused :)
kui "vaba" raha on siis enne minekut osta neid mille kukkumine ei tundu sulle põhjusega olevat
kui närvi pole siis mine joo selle raha eest kariibidel rummi...vähemalt jäävad head mälestused :)
PS. Kui kõik on üüber, siis on üüber-up ka Crude Oil.
Rääkides veel LNKD-st, siis Evercore Partners analüüsmaja (suhteliselt tundmatu nimi küll) analüütik Ken Sena annab LNKD-le Müü soovituse koos $70,00 hinnasihiga. Tema sõnul on aktsia suurim probleem see, et 92% aktsiatest omavad underwriterid ja lock-up periood ehk müügikeeld lõpeb novembris ja seetõttu on suur tõenäosus, et müügikeelu lõppedes paisatakse suur kogus aktsiaid korraga turgu. Ja muidugi häirib analüütikut ja aktsia ülikõrge valuatsioon.
Kui tänast plussi suudetakse hoida
Kui tänast plussi suudetakse hoida, siis lühiajaliselt võiks majanduslanguse hirm pisut leeveneda ja turg põrgata. Tänane number ei lahenda aga mitmeid pikaajalisi probleeme, mistõttu võivad paljud kasutada tõusu müümiseks. Ma arvan, et praegu võiks olla ettevaatlikult optimistlik järgnevate päevade liikumist suhtes aga radaril tasub kindlasti hoida ka järgmise nädala FOMC kohtumist, mis võib volatiilsust lisada.
kopsy
Mida selle info valguses algajale (ja paanikas :)) investorile soovitada enne börsipäeva algust? Müü? Osta? Hoia?
Kui tänast plussi suudetakse hoida, siis lühiajaliselt võiks majanduslanguse hirm pisut leeveneda ja turg põrgata. Tänane number ei lahenda aga mitmeid pikaajalisi probleeme, mistõttu võivad paljud kasutada tõusu müümiseks. Ma arvan, et praegu võiks olla ettevaatlikult optimistlik järgnevate päevade liikumist suhtes aga radaril tasub kindlasti hoida ka järgmise nädala FOMC kohtumist, mis võib volatiilsust lisada.
Gapping up
In reaction to strong earnings/guidance: PCLN +9.7%, TI +9.3%, FIO +8.6%, SPRD +8.5%, TI +7.5%, FLR +6.9%, LNKD +6.3% XOXO +6.3%, CF +5.5%, KOG +4.9%, NFG +4.7%, TLEO +1.4%, EOG% +1.0
M&A news: CLX +0.5% (rumors Japanese Kao is interested in CLX).
Select EU financial related names showing strength: STD +7.4%, BBVA +5.7%, CS +3.8%, LYG +4.1%
Other news: ALU +10.4% (still checking), SOL +1.7% (provides updates on steel wire production and wafer furnace technology), UL +1.3% (follow on strength from earnings on thursday)
Analyst comments: KLAC +6.6% (initiated with a Outperform at Oppenheimer), PCG +3.3% (to Buy from Hold at Deutsche Bank), SNDK +1.3 (initiated with a Outperform at Oppenheimer)
In reaction to strong earnings/guidance: PCLN +9.7%, TI +9.3%, FIO +8.6%, SPRD +8.5%, TI +7.5%, FLR +6.9%, LNKD +6.3% XOXO +6.3%, CF +5.5%, KOG +4.9%, NFG +4.7%, TLEO +1.4%, EOG% +1.0
M&A news: CLX +0.5% (rumors Japanese Kao is interested in CLX).
Select EU financial related names showing strength: STD +7.4%, BBVA +5.7%, CS +3.8%, LYG +4.1%
Other news: ALU +10.4% (still checking), SOL +1.7% (provides updates on steel wire production and wafer furnace technology), UL +1.3% (follow on strength from earnings on thursday)
Analyst comments: KLAC +6.6% (initiated with a Outperform at Oppenheimer), PCG +3.3% (to Buy from Hold at Deutsche Bank), SNDK +1.3 (initiated with a Outperform at Oppenheimer)
Zerohedge kommentaar USA tööturu kohta:
As a reminder, US needs to be creating 245K jobs per month to be keeping up with population growth
As a reminder, US needs to be creating 245K jobs per month to be keeping up with population growth
Zerohedge on üks tohutult tore asi, aga kui ta oma sõnade järgi positsioneeriks kõik need aastad, siis see oleks üks suure leegiga rahapõletamine :)
Flip a Coin
By Rev Shark
RealMoney.com Contributor
8/5/2011 8:38 AM EDT
"One can never know enough. The unknown and its call lies even in what we know."
--Eduardo Chillida
After the big crash yesterday, we have very tense conditions this morning. The biggest obstacle is that there is a huge amount of uncertainty in Europe. We don't know what is going to happen next and that is going to keep buyers on the sidelines and could easily result in another bout of panic if the news doesn't improve.
I'm hearing all sorts of predictions -- a bank run in Italy and a complete meltdown of confidence, or a return of calm and a quick rebound. There is even talk about how similar the situation is to what happened prior to the 1987 crash.
We could easily go either way here, and anyone who claims to know for sure what is going to happen is either deluded or a liar. The uncertainties are just too great and the potential for surprise too high.
One thing to keep in mind is that action like we had yesterday usually results in another very big move, very quickly. We don't just sit there and digest the crash. We rebound fast or crash further. Emotions are already high and they are building, and that is going to cause some big moves as everyone rushes to stay ahead of the next development. Don't expect quiet action today. It is likely to be extremely volatile as market players anticipate and react to further developments.
Unlike so many others who are talking about how they want to put money to work as the market falls apart, I have no great desire to rush in and put my capital at risk. As I've been saying for a couple weeks now, I want to buy when stocks are acting better, not when they are in an ugly decline.
I'll let others be the heroes who buy at the exact low. The way to make big money is to put a lot of money to work when the trend is in your favor and catch the meat of the move. Catching turning points can be exhilarating and exciting and gives pundits plenty to write about, but it is not a strategy that has very good odds of success.
Stay watchful and reactive. The nice thing about a market that is this unstable is that it creates many new opportunities. Make sure to have plenty of capital available and the right mindset to capitalize on them as they develop. Don't be in too big of a rush to tie up your cash just because some pundit is rushing in and trying to catch a low.
By Rev Shark
RealMoney.com Contributor
8/5/2011 8:38 AM EDT
"One can never know enough. The unknown and its call lies even in what we know."
--Eduardo Chillida
After the big crash yesterday, we have very tense conditions this morning. The biggest obstacle is that there is a huge amount of uncertainty in Europe. We don't know what is going to happen next and that is going to keep buyers on the sidelines and could easily result in another bout of panic if the news doesn't improve.
I'm hearing all sorts of predictions -- a bank run in Italy and a complete meltdown of confidence, or a return of calm and a quick rebound. There is even talk about how similar the situation is to what happened prior to the 1987 crash.
We could easily go either way here, and anyone who claims to know for sure what is going to happen is either deluded or a liar. The uncertainties are just too great and the potential for surprise too high.
One thing to keep in mind is that action like we had yesterday usually results in another very big move, very quickly. We don't just sit there and digest the crash. We rebound fast or crash further. Emotions are already high and they are building, and that is going to cause some big moves as everyone rushes to stay ahead of the next development. Don't expect quiet action today. It is likely to be extremely volatile as market players anticipate and react to further developments.
Unlike so many others who are talking about how they want to put money to work as the market falls apart, I have no great desire to rush in and put my capital at risk. As I've been saying for a couple weeks now, I want to buy when stocks are acting better, not when they are in an ugly decline.
I'll let others be the heroes who buy at the exact low. The way to make big money is to put a lot of money to work when the trend is in your favor and catch the meat of the move. Catching turning points can be exhilarating and exciting and gives pundits plenty to write about, but it is not a strategy that has very good odds of success.
Stay watchful and reactive. The nice thing about a market that is this unstable is that it creates many new opportunities. Make sure to have plenty of capital available and the right mindset to capitalize on them as they develop. Don't be in too big of a rush to tie up your cash just because some pundit is rushing in and trying to catch a low.
Gapping down
In reaction to disappointing earnings/guidance: MCZ -40.5%, IPSU -31.0%, MIPS -27.7%, CLGX -24.2%, IGOI -20.6%, COGO -17.7%, MED -13.0%, RBCN -12.1%, BRCD -10.0%, DLB -9.7%, DRC -9.0%, SD -7.2%, AES -7.1%, ASIA -7.0%, NILE -5.7%, DEG -5.5%, FRPT -4.8%, GNMK -4.6%, FSLR -3.0%, ARJ -1.2%
Other news: SVA -6.4% (CFO resigns), HRBN -5.8% (co refutes umor of SEC investigation in blog posting).
Analyst comments: ASEI -13.8% (downgraded to Mkt Perform at Morgan Keegan), PACB -9.1% (downgraded to Neutral from Overweight at JP Morgan), FSLR -5.5% (downgraded to Hold from Buy at ThinkEquity).
In reaction to disappointing earnings/guidance: MCZ -40.5%, IPSU -31.0%, MIPS -27.7%, CLGX -24.2%, IGOI -20.6%, COGO -17.7%, MED -13.0%, RBCN -12.1%, BRCD -10.0%, DLB -9.7%, DRC -9.0%, SD -7.2%, AES -7.1%, ASIA -7.0%, NILE -5.7%, DEG -5.5%, FRPT -4.8%, GNMK -4.6%, FSLR -3.0%, ARJ -1.2%
Other news: SVA -6.4% (CFO resigns), HRBN -5.8% (co refutes umor of SEC investigation in blog posting).
Analyst comments: ASEI -13.8% (downgraded to Mkt Perform at Morgan Keegan), PACB -9.1% (downgraded to Neutral from Overweight at JP Morgan), FSLR -5.5% (downgraded to Hold from Buy at ThinkEquity).
Hämmastav volatiilsus. SPY üle 2%-lisest langusest jõudnud tagasi -0,8% peale (VIX +17%), kui ECB teatas, et on valmis ostma Hispaania ja Itaalia võlakirju, kui viimased nõustuvad teatud reforme läbi viima.