Nokia seega üle 20 USD taseme.
Päeva küsimus - millal viimati Nokia sulgus ülevalpool seda taset?
Mõned teemad tänaseks päevaks:
- Tänase hommikul ilmselt suurimaks uudiseks on Nokia (NOK) neljanda kvartali prognooside tõstmine. Kasum aktsia kohta tuleb oodatust 6-9 eurosenti kõrgem ning seda langeva dollari tingimuses. Aktsia on eelturul 12-13% plussis. Plussis on ka allhankijad nagu RFMD; TQNT; SWKS jt. Lisa sellele tõstis firma olulisel määral ka võrguüksuse käibeprognoosi. Tundub, et viimaste päevade NT, LU jt. võrgumängude tõusu taga oli midagi enamat kui Verizoni mõnesaja miljoni suurune VoIP leping.
- Merrill Lynch langetab Ameritrade (AMTD) reitingu Osta peale Hoia peale. Põhjuseks loomulikult valuatsioon. Samas tõstetakse E*trade (ET) hinnasihiti $15.40 peale $14 pealt.
- Euroopa pooljuhid olid täna ostusurve all peale seda, kui Taiwan Semi (TSM) teatas Aasias, et detsembri jooksul tõsusis müük 68% võrreldes eelmise aasta sama perioodiga. TSM on üks maailma suurimaid pooljuhtide tootjaid. Paljud investorid võtavad seda signaalina, et nõudlus sektori toodete järele on tugevnemas.
- Initial Claims 353K vs 345K consensus
- Best Buy (BBY), USA suurim olmeelektroonika jaemüüja teatas, et FY04 kasum tuleb varasemate prognooside ülemises servas. Kui vaadata Circuit City (CC) tulemusi, siis tundub, et kaks firmat pole samas sektoriski.
- Deutsche Bank tõstab Norteli (NT) reitingu varasema Hoia pealt Osta peale. Hinnasihiks $6.85. Siiski, kas ei olda juba veidi hiljaks jäädud?
- Banc of America tõstab Sun Microsystems (SUNW)-i reitingu Osta peale varasema Neutraalse pealt. Hinnasihiks varasema $4.10 asemel $6.25. Analüütikute sõnul omab firma liit AMD-ga suurt potentsiaali.
- Futuurid erilist optimismi Nokia (NOK) uudise peale üles ei näidanud. Turg on 0.25-0.5% plussis.
- Gary B. Smith:
- RevShark:
There are few certainties when it comes to the stock market, but one thing we can be sure about is that just about everyone has an opinion about where things are headed. When the market has been as strong as it's been lately, market participants tend to become even more confident that a certain scenario will play out. The bears become increasingly convinced that this parabolic move will lead to the nasty decline they have been predicting, while the bulls gain confidence that this is just a prelude to the boom that they knew was going to occur and will last for months, if not years.
Back in the bubble days of 1999 and 2000, it was the folks with strongly held preconceived opinions that failed to capitalize on the wild action. The bears were all too early in their predictions. They had little respect for how far and fast the market could go when things were "hot." They attempted to impose their view of "rationality" on the market and missed much of the boom as a result.
The entrenched bulls suffered a similar fate. They constantly sought ways to justify the wild action. They came up with new ways to value stocks and talked about new paradigms. Few were willing to admit that the action was irrational and unsustainable. When the market started to pull back in March of 2000, they held tight to their theories and prejudices despite clear evidence to the contrary. They ended up riding things down for months as they hoped their theories would eventually pan out.
We are once again at a time where both the bulls and bears are becoming increasingly confident in their positions. The higher the market goes, the more certain they become that things will play out as they envision. The bears know doom is right around the corner, while the bulls are confident that the rally is just getting started.
But the folks with open minds are going to benefit the most from the current market environment -- those who respect the action that is in front of them but don't trust it to last. They know the dangers that exist in a parabolic move, but they also respect the power of momentum. They watch for signs of trouble but try not to overanticipate them.
It makes for a particularly difficult balancing act. We want to capture the benefits of the wild exuberance, but we also want to guard against being caught in a quick reversal. If this was an easy situation to deal with, we'd all be billionaires, but the fact that it is difficult is what makes the market so potentially lucrative. Those who can walk the high wire successfully will rack up the big gains.
Keep an open mind. Be aware of the profit potential when the market is flying, but also be aware of how quickly things can reverse when profit-taking sets in and traders rush to protect their outsized gains. The only guarantee I can make you about this market right now is that it is going to be very tricky to navigate.
We have a steady open shaping up. Overseas markets were generally positive. The dollar continued to strengthen slightly. Gold is down and oil's up.
Retailers are beginning to report same-store sales results which will be a focus today. Earnings season is quickly approaching and we will continue to see big moves in individual stocks as they surprise one way or the other.
I continue with a rather mixed view of things. I see some great opportunities in individual stocks -- biotechnology, for example, looks ready for more upside. However, I distrust the extended indices and am watching for signs that selling may start in earnest.
Good luck and go get 'em.
Futuurid: Naz0.63% SP0.25%
ft.com on delayed :(