Ju see seda tähendab, et Karum6mm võtab üleliigse likviidsuse enda hoole alla. Ja päästab maailma.
See tähendab seda, et üsna viimane aeg on puhkus välja võtta ja endale mõneks ajaks ajalehtede/arvuti keeld kehtestada.
PeaLik, terve augusti puhkasin...okei, peaaegu puhkasin. Lisaks näen ma unenägusid ca 3-4 korda aastas. :-D Aga üldiselt oli meelt lahutav. Veidi selline Apolcalypse Now stiilis unenägu oli... Doors ja Jimi mängisid taustaks ja puha...
No see oli nüüd viimane piisk. Kui Jim juba mängu tuli, on W või isegi hullem kui W on garanteeritud, loodame et päris maailmalõppu ei tule (vähemalt enne järgmise aasta detsembrit)...
Pealik, ei piisa vaid arvuti/ajalehtede keelust. Ma läksin 04.08 puhkusele. Vaid vikerraadio olin endale lubanud. 2 nädalat uudised algasid ülevaatega tõmblustest maailma börsidel. niiet ka raadio on saadanast!
Aga sellega, et ei tsekkinud oma kontol tiksuvat miinust, säilitasin nii mõnegi närviraku.
Aga sellega, et ei tsekkinud oma kontol tiksuvat miinust, säilitasin nii mõnegi närviraku.
J.P.Morgan tõstab täna SodaStream International (SODA) reitingu Hoia pealt Osta peale koos $ 50 hinnasihig
We are upgrading SODA this morning from Neutral to Overweight. With the company reporting roughly in-line Q211 earnings and disappointing full year guidance, the stock has taken a major hit, dropping about 48% while the S&P has been up nearly 5% over that same time frame. While the stock has obviously lost momentum, we continue to believe that the short to medium term growth potential for SODA is strong and that their 2H guidance will prove to be too conservative. With the multiple häving compressed from roughly 40x down to about 19x, 17x ex-cash, and with guidance that seems overly conservative, we think the stock is attractive here.
Vaatamata sellele, et SODA teatas tagasihoidlikest teise kvartali tulemustest ja andis pettumust valmistanud 2011. Aasta prognoosi, siis usuvad analüütikud, et ligi 50% langus aktsiahinnas on enam kui piisav. Kuigi aktsia on analüütikute sõnul ilmselgelt kaotanud oma tõusuaktsia maine, siis lühiajalises perspektiivis on kasvupotentsiaal vägagi tugev ning nende teise poolaasta prognoos oli liiga konservatiivne ja sellest tulenevalt näevad analüütikud siin atraktiivset ostukohta.
Growth is still there despite the conservative guidance. Even though SODA simply reiterated their FY11 guidance, which alarmed a number of investors, we continue to believe that SODA is a growth story. We believe the company’s 2H11 guidance is far too conservative as the company implied top line growth of nearly 31% for Q311, but only 10% growth YOY in Q4. Even though SODA faces a tough +59% comp in Q411, we note that their total US door count at this point (assuming no move into mass) has grown by +86%. In the end, we think that SODA's guidance will prove to be too conservative and we expect the test in mass (and a potential full roll-out) to provide upside to Q4 numbers. We are currently forecasting 16% revenue growth for Q4, but think our estimate could be too low.
Analüütikud on endiselt veendunud, et SODA puhul on tegemist kasvuaktsiaga ning usuvad, et lõpuks osutub SODA 2011. Aasta prognoos liiga konservatiivseks ja usub, et ettevõte pakub aasta lõpus oodatust paremaid tulemusi.
Peale seda, kui SODA teatas oma konservatiivsest 2011. aasta prognoosist, valasid turuosalised oma nördimuse aktsia peale välja ja tänaseks on SODA ligi 50% alla müüdud. Kui callina mulle tänane upgrade meeldib, siis turg, mis on viimasel ajal läinud äärmiselt makrokeskseks, väga selle taustal ei meeldi. Teisalt on SODA käitunud tihtipeale üsna vastuolulise aktsiana ning liikunud ka turule vastassuunas. Kõike seda arvesse võttes, tasuks täna ehk otsuste tegemistega oodata turu avanemiseni ning seejärel oodata sobivat momenti.
Hetkel kaupleb aktsia eelturul 2,9% plusspoolel, $ 36,60 kandis.
We are upgrading SODA this morning from Neutral to Overweight. With the company reporting roughly in-line Q211 earnings and disappointing full year guidance, the stock has taken a major hit, dropping about 48% while the S&P has been up nearly 5% over that same time frame. While the stock has obviously lost momentum, we continue to believe that the short to medium term growth potential for SODA is strong and that their 2H guidance will prove to be too conservative. With the multiple häving compressed from roughly 40x down to about 19x, 17x ex-cash, and with guidance that seems overly conservative, we think the stock is attractive here.
Vaatamata sellele, et SODA teatas tagasihoidlikest teise kvartali tulemustest ja andis pettumust valmistanud 2011. Aasta prognoosi, siis usuvad analüütikud, et ligi 50% langus aktsiahinnas on enam kui piisav. Kuigi aktsia on analüütikute sõnul ilmselgelt kaotanud oma tõusuaktsia maine, siis lühiajalises perspektiivis on kasvupotentsiaal vägagi tugev ning nende teise poolaasta prognoos oli liiga konservatiivne ja sellest tulenevalt näevad analüütikud siin atraktiivset ostukohta.
Growth is still there despite the conservative guidance. Even though SODA simply reiterated their FY11 guidance, which alarmed a number of investors, we continue to believe that SODA is a growth story. We believe the company’s 2H11 guidance is far too conservative as the company implied top line growth of nearly 31% for Q311, but only 10% growth YOY in Q4. Even though SODA faces a tough +59% comp in Q411, we note that their total US door count at this point (assuming no move into mass) has grown by +86%. In the end, we think that SODA's guidance will prove to be too conservative and we expect the test in mass (and a potential full roll-out) to provide upside to Q4 numbers. We are currently forecasting 16% revenue growth for Q4, but think our estimate could be too low.
Analüütikud on endiselt veendunud, et SODA puhul on tegemist kasvuaktsiaga ning usuvad, et lõpuks osutub SODA 2011. Aasta prognoos liiga konservatiivseks ja usub, et ettevõte pakub aasta lõpus oodatust paremaid tulemusi.
Peale seda, kui SODA teatas oma konservatiivsest 2011. aasta prognoosist, valasid turuosalised oma nördimuse aktsia peale välja ja tänaseks on SODA ligi 50% alla müüdud. Kui callina mulle tänane upgrade meeldib, siis turg, mis on viimasel ajal läinud äärmiselt makrokeskseks, väga selle taustal ei meeldi. Teisalt on SODA käitunud tihtipeale üsna vastuolulise aktsiana ning liikunud ka turule vastassuunas. Kõike seda arvesse võttes, tasuks täna ehk otsuste tegemistega oodata turu avanemiseni ning seejärel oodata sobivat momenti.
Hetkel kaupleb aktsia eelturul 2,9% plusspoolel, $ 36,60 kandis.
...mul sellel va Steve Jobs'i mänguasjal on selline ikoon nagu Shares. Seega paraku ehtsat puhkust pole kunagi.
Jungle - To dream that you are in a jungle, signifies aspects of yourself and your personality that may be inhibited. You may be experiencing some chaos and unpredictable circumstances in your waking life. Consider the phrase "it's a jungle out there!"
http://www.dreammoods.com/dreamdictionary/j.htm
Gapping up
In reaction to strong earnings/guidance: BTH +3.8% (ticking higher).
M&A news: HRBN +3.2% (Harbin Electric Chairman/CEO and Abax Global Capital reaffirm commitment to Harbin Electric 'Going Private' transaction).
Select metals stocks trading higher: JAG +2.3%, SVM +2.2%, AUY +2.0%, GOLD +1.3%, RGLD +1.0%, AEM +0.9%, AU +0.5%.
Other news: VRUS +7.5% (announces 91% SVR12 From the PROTON Trial in Subjects With Hepatitis C Genotype 1), SUN +1.1% (to exit refining and conduct strategic review of the co), MSI +0.7% (early strength attributed to positive mention in financial newspaper).
Analyst comments: SODA +4% (upgraded to Overweight from Neutral at JP Morgan).
In reaction to strong earnings/guidance: BTH +3.8% (ticking higher).
M&A news: HRBN +3.2% (Harbin Electric Chairman/CEO and Abax Global Capital reaffirm commitment to Harbin Electric 'Going Private' transaction).
Select metals stocks trading higher: JAG +2.3%, SVM +2.2%, AUY +2.0%, GOLD +1.3%, RGLD +1.0%, AEM +0.9%, AU +0.5%.
Other news: VRUS +7.5% (announces 91% SVR12 From the PROTON Trial in Subjects With Hepatitis C Genotype 1), SUN +1.1% (to exit refining and conduct strategic review of the co), MSI +0.7% (early strength attributed to positive mention in financial newspaper).
Analyst comments: SODA +4% (upgraded to Overweight from Neutral at JP Morgan).
Gapping down
In reaction to disappointing earnings/guidance: WAG -1.7%.
Financial related names under pressure: CS -12.3%, UBS -10.5%, RBS -10.5%, ING -9.8%, DB -8.6%, IRE -7.6%, BBVA -5.2%, STD -5.1%, BCS -4.7%, BAC -4.4%, HBC -3.6%, MS -3.5%, WFC -3.3%, GS -3.1%.
Select mining stocks trading lower: MT -7.7%, RIO -5.2%, BHP -4.2%, BBL -4.2%, SLV -2.8%.
Select oil/gas related names showing early weakness: E -5.7%, RIG -5.3%, SDRL -5.3%, STO -4.2%, HAL -3.3%, TOT -3%, BP -1.5%.
Analyst comments: WFC -3.3% (downgraded to Market Perform from Outperform at Keefe Bruyette), KLAC -3.2% (downgraded to Underperform from Sector Perform at RBC Capital), BBY -3.2% (downgraded to Neutral from Overweight at Piper Jaffray), HOG -2.8% (removed from Short-Term Buy list at UBS), LDK -2.6% (downgraded to Sell from Hold at Argus), NKE -2.4% (downgraded to Neutral from Overweight at HSBC Securities), PHM -2.3% (removed from Conviction Buy List at Goldman), PEP -1.4% (downgraded to Equal Weight from Overweight at Morgan Stanley).
In reaction to disappointing earnings/guidance: WAG -1.7%.
Financial related names under pressure: CS -12.3%, UBS -10.5%, RBS -10.5%, ING -9.8%, DB -8.6%, IRE -7.6%, BBVA -5.2%, STD -5.1%, BCS -4.7%, BAC -4.4%, HBC -3.6%, MS -3.5%, WFC -3.3%, GS -3.1%.
Select mining stocks trading lower: MT -7.7%, RIO -5.2%, BHP -4.2%, BBL -4.2%, SLV -2.8%.
Select oil/gas related names showing early weakness: E -5.7%, RIG -5.3%, SDRL -5.3%, STO -4.2%, HAL -3.3%, TOT -3%, BP -1.5%.
Analyst comments: WFC -3.3% (downgraded to Market Perform from Outperform at Keefe Bruyette), KLAC -3.2% (downgraded to Underperform from Sector Perform at RBC Capital), BBY -3.2% (downgraded to Neutral from Overweight at Piper Jaffray), HOG -2.8% (removed from Short-Term Buy list at UBS), LDK -2.6% (downgraded to Sell from Hold at Argus), NKE -2.4% (downgraded to Neutral from Overweight at HSBC Securities), PHM -2.3% (removed from Conviction Buy List at Goldman), PEP -1.4% (downgraded to Equal Weight from Overweight at Morgan Stanley).
ATHENS, Sept 6 (Reuters) - Greece has floated the idea of speeding up payments under a second international bailout although it has made no formal request and any such change would be unlikely, an official close to EU and IMF negotiators told Reuters on Tuesday.
The official said the idea would be to cover a higher-than-expected deficit.
see on vist üks uudis, mis täna suurema selloffi põhjustas peale plussis hommikupoolset?
The official said the idea would be to cover a higher-than-expected deficit.
see on vist üks uudis, mis täna suurema selloffi põhjustas peale plussis hommikupoolset?
Tänane WSJ kirjutab, et üks Kanada investor on Reasearch In Motion (RIMM) käekäigu ja tuleviku endale südameasjaks võtnud ning on teinud ettevõtte juhatusele ettepaneku arutada läbi erinevaid stgrateegilisi muutusi ning sealhulgas ka firma müüki.
Kanada kommertspank Jaguar Financial on teinud RIM-i juhtkonnale ettepaneku moodustada spetsiaalne töörühm, kes hakkaks tegutsema selle nimel, et RIMI- investorite huve kaitsta ja ettevõtte õigele rajale tagasi juhatada. On teadmata, kui palju RIMM-i aktsiaid aktivistist kommertspank omab, aga teada on, et see ei kuulu suuremate omanike hulka.
Jaguar väidab, et nad on eelnevalt edukalt suutnud palju teisigi firmasid tegutsema sundida, aga tegemist on olnud üsna väikeste ettevõtetega ja RIM-i näol on tegemist suurima firmaga, mille käekäiku nad suunata üritavad.
Kanada kommertspank Jaguar Financial on teinud RIM-i juhtkonnale ettepaneku moodustada spetsiaalne töörühm, kes hakkaks tegutsema selle nimel, et RIMI- investorite huve kaitsta ja ettevõtte õigele rajale tagasi juhatada. On teadmata, kui palju RIMM-i aktsiaid aktivistist kommertspank omab, aga teada on, et see ei kuulu suuremate omanike hulka.
Jaguar väidab, et nad on eelnevalt edukalt suutnud palju teisigi firmasid tegutsema sundida, aga tegemist on olnud üsna väikeste ettevõtetega ja RIM-i näol on tegemist suurima firmaga, mille käekäiku nad suunata üritavad.
PeaLiKJungle - To dream that you are in a jungle, signifies aspects of yourself and your personality that may be inhibited. You may be experiencing some chaos and unpredictable circumstances in your waking life. Consider the phrase "it's a jungle out there!"
http://www.dreammoods.com/dreamdictionary/j.htm
Jeees ... nüüd on vaja ainult üleujutus, päästma ja muusika taustal välja uurida ning me teame, mida tulevik meile toob. :)
winger, PeaLik , excellent! :-D 
Aug ISM Services 53.3 vs. 51.0 Briefing.com Consensus; prior 52.7
Ei suutnud uudishimule vastu seista, sellised huvitavad asjad ilmnesid. Kuna tulemus on üllatav, siis jagan teistega. Huvitav, mis see kõik kokku võiks anda?
Flood
To dream that you are in a flood, represents your need to release some sexual desires. If the flood is raging, then it represents emotional issues and tensions. Your repressed emotions are overwhelming you. Consider where the flood is for clues as to where in your waking life is causing you stress and tension. Alternatively, the dream indicates that you are overwhelming others with your demands and strong opinion. Still another interpretation could be your desire to wipe everything clean and make a fresh new start.
To see a gentle flood in your dream, indicates that your worries over a certain matter will soon be swept away.
rescuing
you displayed how you were able to take charge of the situation and regain some sort of control.
Music
To hear harmonious and soothing music in your dream signifies prosperity and pleasure. You are expressing your emotions in a positive way. Music serves to heal the soul.
To hear discordant or out of tune music in your dream signifies unhappiness, lack of harmony, and troubles in your relationship or domestic life.
Lihtne ju: alguses on "chaos and unpredictable circumstances", "stress and tension" ning "lack of harmony", aga siis tuleb mõmm, kes "takes charge of the situation" ja "makes a fresh new start".
PS. Doors ja Jimi kvalifitseerub kindlasti selle "discordant or out of tune music" alla.
PS. Doors ja Jimi kvalifitseerub kindlasti selle "discordant or out of tune music" alla.
Arvestades tänast negatiivset sentimenti käitus SODA avanemisel päris hästi. Aktsia avanes $ 36,59 pealt (+2%) ja liikus peale avanemist kiirelt üles $ 37,80 kanti. Nüüdseks on aktsia tagasi tulnud oma avanemistasemete juurde ja kaupleb $ 36,50 kandis ehk % 2,5% plusspoolel.
Üleüldine negativism on ikka kõigile nii tagumikust kinni haaranud ja nõnda popiks mainstream-iks saanud, et tänane oodatust oluliselt parem ISM-i nimber erilisi vibratsioone ei tekita. Samas, kui mõni teine näitaja marginaalselt alla ootuste on, siis antakse aga maailmalõpuennustustele hooga hagu alla. Ajuti tundub, et turge on vallanud enesepiitsutamise hullus...
The Fed purchased a total of $730 mln worth of 2013/2014 maturities as dealers looked to put back $17.76 bln worth