Eile õhtul jõudis turule huvitav uudiskild - nimelt USA üks tippdemokraate Barney Frank soovib võidelda Bushi poolt keelustatud online mängurlusseaduse tühistamise vastu. Link FT's ilmunud artiklile on siin.
Üks huvitavamaid lõike on see:
"Barney Frank, chairman of the House financial services committee, told the Financial Times he would reintroduce a bill in the next few weeks to establish a licensing and regulatory framework for online gambling operators.Mr Frank said he also expected anti-gambling regulations, rushed through in the dying weeks of the Bush administration, to be included among the measures Congress will look to rescind."
Eilsel kauplemispäeval tõusid Gigamedia (GIGM) ja Cryptologicu (CRYP) aktsiaga kaubeldavad mahud enam kui 5-kordseks ning GIGMi aktsia liikus ülespoole 12% ja CRYP üle 30%. Täna soovitaks silma peal hoida veel Londoni börsil kaupleval Playtechil (PTEC.L), kes USA online mängurluse legaliseerimise korral oleks samuti üks väga suur võitja. Eilse sulgumishinna lähedalt oleksin ostja.
Visast (V) oli paar päeva tagasi siin juttu. Tulemused olid tugevalt üle ootuste. EPSi teeniti $0.78 vs oodatud $0.66. Müügitulud tõusid 16.8% $1.74 miljardi peale vs oodatud $1.68 miljardit. VISA kaartide arv maailmas kasvas 10% 1.7 miljardi peale ning kaardiga tehtud tehingute arv tõusis 13% 14.5 miljardi peale. Kaardiga tehtud mahud kasvasid 13% $701 miljardi peale. 2010. aastaks nähakse 20%list EPSi kasvu.
Kokkuvõttes väga ilus kvartal, aktsia järelturul üle 7% plussis. Raha aktsia kohta $8, võlga pole. Aktsia kaupleb 2009. aasta septembris lõppeva fiskaalaasta 17x kasumil ning 14.5x 2010. aasta septembriga lõppevat kasumit. Arvestades ettevõtte näitajaid, on aktsiad pikaajaliselt ka neilt tasemeilt minu arvates atraktiivsed.
Lisaks Robert Half International'ile (RHI) tegelevad tööjõu vahendamisega veel Manpower (MAN), Kelly Services (KELYB) ning Korn/Ferry International (KFY).
Rogers peab siiski silmas, et peale Venemaa võivad tükkideks laguneda ka Ukraina ja Kasahstan ... Ukraina can break up, mitte break off?
pealegi lause eespool on ta väga hästi kursis, et NSV Liit lagunes 15 riigiks, vaevalt, et see tal järgmise lause juures Ukrainast ja Kasahastanist rääkides ära ununes :)
USA turud on päeva alustamas tugevalt miinuspoolel. S&P500 -0.9%, Nasdaq -1.6% ning nafta kõigub jätkuvalt olulise $40 taseme ümber, makstes $40.1 barrelist.
Remain Steadfast By Rev Shark RealMoney.com Contributor 2/5/2009 8:55 AM EST
Life is supposed to get tough. -- Kelsey Grammer
Day after day we see more news verifying how terrible things are for the economy. We can't even seem to progress to the point where we are anticipating the worst, and what makes it even more difficult is that many folks are losing confidence in the idea of a governmental solution to our woes. In fact, in a recent Rasmussen Reports poll shows that 50% of U.S. voters believe that the final economic recovery plan is at least somewhat likely to make things worse rather than better.
When we have such poor news flow and such a low level of hope, it shouldn't be too surprising to see the market sliding lower. We actually have been holding up a bit better than you might expect given some of the poor earnings and the weakness in financials like Bank of America (BAC) .
The big problem right now is that the price action isn't bad enough to really attract value buyers and those who are looking for a "contrarian" buy, but it certainly isn't good enough to attract folks who are worried that they may miss out on a bounce. It is even more difficult now with the way that the Obama administration is handling the potential bank bailout. We have rumors and speculation about what it might be, and it is already well criticized before we even know what is likely to be proposed.
Weekly unemployment claims just came in weaker than expected and the comments last night from Cisco (CSCO) CEO John Chambers, who is usually quite optimistic, are going to put some pressure on technology stocks, which have been leading lately. There really is absolutely no leadership in this market. We have had a few minor pockets of action in educational stocks and dry bulk shippers, but as far as any sector that is acting well technically and attracting momentum, you can forget it.
To state the obvious, this is one very tough market and economy. That is the nature of cycles of everything in life. It isn't supposed to be too easy. We just need to stay tough and work ourselves through this. Better days will come despite governmental efforts to "help." We just have to make sure we protect our capital and maintain a positive attitude about opportunities down the road.
This too shall pass. ----------------------------- Ülespoole avanevad:
In reaction to strong earnings/guidance/same store sales: ARTG +18.9%, CBL +16.0%, MF +15.4%, ENS +11.8%, CRR +11.5%, BBBB +8.3%, AKAM +7.6% (also upgraded to Buy at Citigroup), CNMD +7.3% (light volume), V +7.2%, ZUMZ +7.0%, OIIM +6.9%, LTD +6.1%, M +5.8%, MA +5.6%, DLB +5.3%, ATW +5.0%, BMC +4.7%, ANF +4.6%, KSS +4.2%, BJ +4.1%, BMI +3.8% (light volume), CRXL +3.7%, GPS +3.3%, DUK +2.9%, DSCM +2.7% (light volume), , WMT +2.5%, GSK +2.4%, FMC +1.2%, K +1.2%, TFSL +1.0% (light volume)... Select metals/mining names showing strength: AZK +7.1%, SLW +5.3%, MT +3.8%, BHP +3.7%, AUY +2.8%, GG +2.6%, KGC +2.0%, RIO +1.8%, AAUK +1.7%, GOLD +1.6%, RTP +1.5%, NEM +1.4%... Select financial related names trading higher: RBS +10.9% (Royal Bank of Scotland to retain RBS Insurance; no longer in talks to sell unit - DJ), LYG +10.1%, BCS +6.5%, TRIN +4.2%, PNC +2.5%... Other news: TS +7.0% (still checking), ERES +4.6% (will replace Corus Bankshares in the S&P SmallCap 600), MDR +3.3% (subsidiary receives more than $1 Billion of U.S. Government awards), NAL +2.9% (will replace MOD in the S&P MidCap 400)... Analyst comments: LIZ +3.7% (upgraded to Equal Weight at Morgan Stanley), MRVL +3.5% (upgraded to Buy from Neutral at Goldman-DJ), HK +1.3% (initiated with a Buy at Collins Stewart).
Allapoole avanevad:
In reaction to disappointing earnings/guidance/same store sales: HAR -23.2% (also downgraded to Underperform at Credit Suisse), CNQR -17.3%, BPZ -16.0%, NCR -14.3%, CVLT -12.1%, EXBD -10.5%, POWI -10.3%, AGNC -10.0%, THQI -9.4% (also downgraded to Neutral from Buy at Piper Jaffray), KIM -7.8%, NVLS -6.4% (also downgraded to Neutral at BofA/Merrill), BKC -6.2%, EQR -6.1% (light volume), UL -4.7% (light volume), HRS -4.5%, ATML -3.7% (light volume), DB -3.4%, SUN -3.3%, SE -3.1%, JCP -2.7%, DLTR -2.5%, FLIR -2.5%, DO -2.4%, PHM -1.8% (light volume), BG -1.6%, CSCO -1.5%... Select oil/gas names trading lower: TOT -2.6%, PBR -1.7%, RDS.A -1.4%, E -1.2%... Select financials showing weakness: AIB -8.7%, IRE -5.5%, UBS -5.1%, CS -4.9%, BBV -3.6%, PNC -2.9%, PRU -2.8%, WFC -2.4%, MET -2.4%, BK -2.0%, BAC -1.5%, GS -1.4%... Other news: CRYP -9.3% (pulling back from yesterday's 20%+ surge higher), SAY -6.2% (Satyam Computer names Murty as new CEO - WSJ), PAAS -5.5% (announces public offering of shares), DOW -3.3% (still checking for anything specific)... Analyst comments: TXT -5.6% (downgraded to Neutral at JPMorgan), DELL -5.0% (downgraded to Underweight at JPMorgan), ESS -4.4% (downgraded to Underperform at BofA/Merrill), MRX -3.1% (downgraded to Hold at Natixis), BBT -2.3% (downgraded to Hold at Citigroup).
