Eilses börsipäevas sai päris palju tähelepanu Apple. Täna on Bloombergis üleval tunniajaline video ka eilsest Apple’i konverentsist. Kel vähegi huvi Apple’i toodete vastu ning soovib näha, kuivõrd osavalt Steve Jobs esineda oskab ning kuidas kogu prensentatsioon on ära sünkroniseeritud, tasub seda vaadata küll. Link sellele on siin.
Üks ümbertõstmine õigesse foorumisse speedy conzalese sulest:
SLM Shares Dip on Changes to Bill
SLM'i diil oli see, mis FMD alla tõi eilne turu reaktsioon oli veel kuidagi tagasihoidlik ... võimalus?
ma arvan küllise sees @33
Töökohtade kärped finantssektoris täies hoos. Kui augustis koondas Countrywide (CFC) 500 töötajat, kes tegelesid laenudega, mille kvaliteet oli madalam, kui 'prime', siis eile teatas ettevõte veel 900 töötaja vallandamisest hüpoteeklaenutoodete osakonnast. Rangemad standardid uute laenude väljastamisel on vähendanud laenumahte ning olemasolev personal on muutunud tingimustes lihtsalt liiga suur.
JOSB same-store sales up 7.7%, vs 7.5% AE
Paneme ka börsipäeva kirja, et ECB jättis intressid sedapuhku 4.0% peale. Eraldi täna tekkinud vastavasisulise foorumi võib leida ka siit.
Ja meie arvame veel, et olukord Eesti õhuruumi rikkumistega on hull. Täna kesköösel sattusid Süüria õhuruumi Iisraeli lennukid, millele õhutõrjesüsteemid tule avasid.
Väike reaalajas pilt LHV Trader'ist ka futuuride viimase 4 tunni liikumisest.
Ja kuigi eile nägi avalikkus Apple'i värskendatud tooteseeriat, kaasaarvatud puutetundliku suure ekraani ja sisseehitatud WiFi-ga iPod touchi, mille loomisel on rakendatud iPhone'i tehnoloogiat, siis Wall Streetil käivad kuulujutud, et iPhone'i müügid ei ole ikkagi viimasel kuul läinud nii hästi kui loodeti ja see on ka eile teatatud hinnakärpe põhjuseks (8Gb iPhone maksab nüüd $399 varasema $599 asemel ning 4Gb mudeli tootmine lõpetati ära).
Uue väljanägemisega iPodid, mida Apple jõulude ajal loodab hulgaliselt müüa:
Q2 Productivity-rev 2.6% vs +2.4%; Prod-adv reported back on Aug 7th was 1.8%
Initial Claims 318K vs 330K consensus, prior week revised to 337K from 334K
Initial Claims 318K vs 330K consensus, prior week revised to 337K from 334K
Turgudel ei osata oodatust paremale statistikale kuidagi reageerida - ühelt poolt viitab see majanduse tugevusele, teiselt poolt aga vähendab intressimäära kärbete tõenäosust.
"Ja meie arvame veel, et olukord Eesti õhuruumi rikkumistega on hull. Täna kesköösel sattusid Süüria õhuruumi Iisraeli lennukid, millele õhutõrjesüsteemid tule avasid."
Ei mõista seda lauset? Kes rikkus ja kus rikkus ja mis on sel pistmist Eesti õhuruumiga? Kust saab uudist lugeda?
Ei mõista seda lauset? Kes rikkus ja kus rikkus ja mis on sel pistmist Eesti õhuruumiga? Kust saab uudist lugeda?
jyriado, lugu kirjutatud Associated Pressi poolt, lisa saab lugeda siit.
Saksamaa DAX -0.22%
Prantsusmaa CAC 40 +0.33%
Inglismaa FTSE 100 +0.05%
Hispaania IBEX -0.55%
Venemaa RTS +0.32%
Poola WIG -0.26%
Aasia turud:
Jaapani Nikkei 225 +0.16%
Hong Kongi Hang Seng -0.08%
Hiina Shanghai A (kodumaine) +1.56%
Hiina Shanghai B (välismaine) +1.10%
Lõuna-Korea Kosdaq +0.43%
Tai Set -0.60%
India Sensex +1.10%
USA futuurid indikeerivad päeva algust ca +0.2%ga, kuid kahtlaselt kõrgele on taaskord roninud must kuld - nafta barreli eest tuleb välja käia pea $77.
Stay Flexible in an Uncertain Market
By Rev Shark
RealMoney.com Contributor
9/6/2007 8:00 AM EDT
Happiness is not a station you arrive at, but a manner of traveling.
-- Margaret Lee Runbeck
One of the most liberating realizations that investors can embrace is that it isn't always necessary to have strongly held opinions about where the market is headed. When it comes to navigating a tricky market like the one we are experiencing now, the best approach is to simply stay open-minded and flexible and wait for greater clarity to come.
Unfortunately the business media thrives on the big, bold and loud. They want to attract eyeballs, so there is a great tendency to focus on proclamations of either boom or bust. The murky middle ground, where most of the market action really takes place, holds no great drama.
As a result many investors tend to think that being uncertain about the market and not doing much is somehow wrong. After all, if all these pros in the media are so certain we are going to do this or that, shouldn't I be equally decisive and put my money on the line?
The biggest mistake most individual investors make is not being in high levels of cash often enough. They are pushed by traditional Wall Street to err on the side of always buying heavily long. They are told that they can't time the market and that they should just stay confident that things will work out in the long run. So they incur losses in a rough market and then have to go through the very unproductive work of getting back to even before they can grow their portfolios once again.
The great benefit of being a small, individual investor is that you can be flexible. You can travel light when times are tough and then act fast when the environment improves. I've been staying very lightly invested recently and have focused on quick trades. Although the market is extremely difficult, it makes navigating the volatility a much happier task. I may miss big profits in the surprise spikes, but I also miss getting hit by big losses in the ugly action like we had yesterday.
The market journey over the next month or so is going to be a tricky one as we wait to learn how the economy and credit issues are playing out and whether the Fed is going to be aggressive in cutting rates. The best thing we can do is stay open-minded and flexible so we can enjoy the ride.
We have a poor start this morning. China raised bank reserve requirements again, and the Bank of England and the ECB held interest rates steady. Same-store sales numbers for August are hitting and overall seem to be pretty good, with the likes of Saks (SKS) , Children's Place (PLCE) , Pacific Sun (PSUN) , Zumiez (ZUMZ) and Wal-Mart (WMT) coming in well above estimates.
-----------------------------
Ülespoole avanevad:
Gapping up on strong earnings/guidance/same store sales: VOL +10.5%, SYPR +9.9%, ADCT +7.1%, PSUN +7.0%... M&A: ALAB +45.4% (to be acquired by RBC Centura for $80/share)... Other news: CRDC +11.6% (seeing continued strength following yesterday's ~50%+ move higher), XNN +10.4% (co receives $1.5 mln NightHunter order), CTIC +5.7% (co says discussions with FDA on pixantrone EXTEND trial provide path for NDA submission), BZP +4.9% (announces successful oil test on CX11-14D well), IFX +4.8% (upgraded to Buy at Dresdner), TASR +4.2% (says California Highway Patrol orders 1,659 Taser X26 electronic control devices), RTP +3.3% (stock traded higher overseas on talk that BHP might team up with RIO in a joint bid for RTP).
Allapoole avanevad:
Gapping down on weak earnings/guidance: JCG -7.4%, TIBX -6.8% (also Merrill Lynch downgrade), CHINA -5.4%, XCO -4.4% (gained 8.5% after hours), CPB -4%... Other news: ARII, -7.4% (initiated with a Hold at Keybanc), AIRN -6.7%, (files for a 14 mln share common stock secondary offering), NFLD -6.1% (profit taking after run-up on 9/4), MGG -(files for a 8.5 mln share common stock secondary offering), HLTH -2.7% (downgraded to Market Perform at FBR).
By Rev Shark
RealMoney.com Contributor
9/6/2007 8:00 AM EDT
Happiness is not a station you arrive at, but a manner of traveling.
-- Margaret Lee Runbeck
One of the most liberating realizations that investors can embrace is that it isn't always necessary to have strongly held opinions about where the market is headed. When it comes to navigating a tricky market like the one we are experiencing now, the best approach is to simply stay open-minded and flexible and wait for greater clarity to come.
Unfortunately the business media thrives on the big, bold and loud. They want to attract eyeballs, so there is a great tendency to focus on proclamations of either boom or bust. The murky middle ground, where most of the market action really takes place, holds no great drama.
As a result many investors tend to think that being uncertain about the market and not doing much is somehow wrong. After all, if all these pros in the media are so certain we are going to do this or that, shouldn't I be equally decisive and put my money on the line?
The biggest mistake most individual investors make is not being in high levels of cash often enough. They are pushed by traditional Wall Street to err on the side of always buying heavily long. They are told that they can't time the market and that they should just stay confident that things will work out in the long run. So they incur losses in a rough market and then have to go through the very unproductive work of getting back to even before they can grow their portfolios once again.
The great benefit of being a small, individual investor is that you can be flexible. You can travel light when times are tough and then act fast when the environment improves. I've been staying very lightly invested recently and have focused on quick trades. Although the market is extremely difficult, it makes navigating the volatility a much happier task. I may miss big profits in the surprise spikes, but I also miss getting hit by big losses in the ugly action like we had yesterday.
The market journey over the next month or so is going to be a tricky one as we wait to learn how the economy and credit issues are playing out and whether the Fed is going to be aggressive in cutting rates. The best thing we can do is stay open-minded and flexible so we can enjoy the ride.
We have a poor start this morning. China raised bank reserve requirements again, and the Bank of England and the ECB held interest rates steady. Same-store sales numbers for August are hitting and overall seem to be pretty good, with the likes of Saks (SKS) , Children's Place (PLCE) , Pacific Sun (PSUN) , Zumiez (ZUMZ) and Wal-Mart (WMT) coming in well above estimates.
-----------------------------
Ülespoole avanevad:
Gapping up on strong earnings/guidance/same store sales: VOL +10.5%, SYPR +9.9%, ADCT +7.1%, PSUN +7.0%... M&A: ALAB +45.4% (to be acquired by RBC Centura for $80/share)... Other news: CRDC +11.6% (seeing continued strength following yesterday's ~50%+ move higher), XNN +10.4% (co receives $1.5 mln NightHunter order), CTIC +5.7% (co says discussions with FDA on pixantrone EXTEND trial provide path for NDA submission), BZP +4.9% (announces successful oil test on CX11-14D well), IFX +4.8% (upgraded to Buy at Dresdner), TASR +4.2% (says California Highway Patrol orders 1,659 Taser X26 electronic control devices), RTP +3.3% (stock traded higher overseas on talk that BHP might team up with RIO in a joint bid for RTP).
Allapoole avanevad:
Gapping down on weak earnings/guidance: JCG -7.4%, TIBX -6.8% (also Merrill Lynch downgrade), CHINA -5.4%, XCO -4.4% (gained 8.5% after hours), CPB -4%... Other news: ARII, -7.4% (initiated with a Hold at Keybanc), AIRN -6.7%, (files for a 14 mln share common stock secondary offering), NFLD -6.1% (profit taking after run-up on 9/4), MGG -(files for a 8.5 mln share common stock secondary offering), HLTH -2.7% (downgraded to Market Perform at FBR).
JOSB on vabalanguses
pisut rõõmu ka nendele, kes jutlustavad Börsikrahhi foorumis, et krediit on saatanast :)
U.S. loans entering foreclosure record high of 0.65% in Q2 vs. 0.58% on Q1, up 22 bps vs. yr ago, according to MBA - Reuters
U.S. Mortgage delinquencies rise to 5.12% in Q2 from 4.84% on Q1; up 73 bps from a year ago.
U.S. loans entering foreclosure record high of 0.65% in Q2 vs. 0.58% on Q1, up 22 bps vs. yr ago, according to MBA - Reuters
U.S. Mortgage delinquencies rise to 5.12% in Q2 from 4.84% on Q1; up 73 bps from a year ago.
JOSB kukub jah, ei saagi aru miks - turg?
mul läks ta kinni, kui nägin et nõrk nende tulemuste peale
mul läks ta kinni, kui nägin et nõrk nende tulemuste peale
varahommikune asi juba, aga märkimist väärt siiski
The king of retail, Wal-Mart (WMT, 42.45), provided the market with some upbeat news this morning, announcing same store sales grew slightly more than 3% during August. Analysts were expecting increases between 1% and 2%.
The king of retail, Wal-Mart (WMT, 42.45), provided the market with some upbeat news this morning, announcing same store sales grew slightly more than 3% during August. Analysts were expecting increases between 1% and 2%.
Päris huvitavad sõnavõtud Poole'i, Lockharti ja Kroszneri poolt:
Poole says fed won't be pushed into a decision
Poole says Fed can't be slave to market expectations, says Fed shouldn't ignore market expectations however- Bloomberg
Fed's Lockhart says 'markets must be allowed to work', says further market volatility can't be ruled out- Bloomberg
Fed's Lockhart cites 'progress' not 'victory' on inflation, sees no signs housing spilling over to wider economy- Bloomberg
Fed's Lockhart wants inflation 'sustained' at 'somewhat lower rate', says 'unwarranted' intervention raises moral hazard
Fed's Kroszner says subprime turmoil shows some market participants failed to use due diligence - Reuters
Poole says fed won't be pushed into a decision
Poole says Fed can't be slave to market expectations, says Fed shouldn't ignore market expectations however- Bloomberg
Fed's Lockhart says 'markets must be allowed to work', says further market volatility can't be ruled out- Bloomberg
Fed's Lockhart cites 'progress' not 'victory' on inflation, sees no signs housing spilling over to wider economy- Bloomberg
Fed's Lockhart wants inflation 'sustained' at 'somewhat lower rate', says 'unwarranted' intervention raises moral hazard
Fed's Kroszner says subprime turmoil shows some market participants failed to use due diligence - Reuters
WSJ-st jäi silma päris lahe graafik Apple'i (AAPL) kohta:
Kui päeva alguses kirjutasin CFC töötajate koondamisest, siis WSJ vahendab nüüd ka Lehmann Brothers'i plaane 850 töötajat eraisiku majalaenude osakonnast koondada.
WSJ reports in a reflection of the worsening condition of the U.S. mortgage mkt, Lehman Brothers is planning to lay off 850 people in its residential home-loan division, says a person familiar with the matter. The move, which comes amid a near drought in the market for originating new home loans, is part of a broader restructuring effort at the co, which is trying to curb costs in its global mortgage business, this person adds. In addition to the layoffs, a handful of different internal mortgage operations - including the U.S. origination unit Aurora Loan Services, as well as related businesses in Europe and Japan - will be combined into a new entity known as Lehman Mortgage Capital, this person said. Altogether, the restructuring will cost about $20 mln, added this person.
WSJ reports in a reflection of the worsening condition of the U.S. mortgage mkt, Lehman Brothers is planning to lay off 850 people in its residential home-loan division, says a person familiar with the matter. The move, which comes amid a near drought in the market for originating new home loans, is part of a broader restructuring effort at the co, which is trying to curb costs in its global mortgage business, this person adds. In addition to the layoffs, a handful of different internal mortgage operations - including the U.S. origination unit Aurora Loan Services, as well as related businesses in Europe and Japan - will be combined into a new entity known as Lehman Mortgage Capital, this person said. Altogether, the restructuring will cost about $20 mln, added this person.