AZO - on tavaliselt suicide. ja piiber läheb koppa tõstma, naljakas. siis võiks BA dg-d ka proovida :) Kindlustajate callid võib kohe maha visata, väga special cased töötavad vaid. Mingi init ja $42, ma oleks 10 kükki valmis tegema, kui see mingi imeasi oleks.
Monsantolt päris korralik beat ja tõstab guido in-line (majandusaasta lõppeb 2013. aug). Aktsia +2,5% eelturul
Monsanto prelim $0.62 vs $0.36 Capital IQ Consensus Estimate; revs $2.94 bln vs $2.64 bln Capital IQ Consensus Estimate Monsanto raises FY13 EPS guidance to $4.30-4.40 vs $4.40 Capital IQ Consensus Estimate, up from $4.18-4.32
Gapping up In reaction to strong earnings/guidance: USAT +10.6% (ticking higher), PERI +10.1%, SEED +7.1% (light volume), LNN +6.2% (ticking higher), TISI +5.6%, SHLD +4.8%, MON +3.2%, SIG +2.2% (light volume), HLS +0.7%.
Select financial related names showing strength: IRE +4.4%, DB +2.2%, BCS +2.2%, UBS +1%.
A few solar related names showing modest strength: STP +4.7%, SPWR +1.8%, YGE +1.1% (module shipment for full year 2012 expected to be more than 2.2 GW, above guidance of 2.1-2.2 GW).
Other news: STSI +20.4% (reports positive initial results of ASAP Human Thyroid Health Study showing benefits in immune system support), URRE +5.1% ( expands and extends joint venture with Cameco), PPHM +4.9% (continued momentum), AXAS +2.7% (provided operational update: Cobra B 1H averaged 592 boepd), CCL +2.1% (still checking), MCP +1.8% (continued strength), POT +1.2% (up with MON), APPY +1.1% (Obtains CE Mark for APPY1 Appendicitis Test), IGT +0.8% (files preliminary proxy materials ).
Analyst comments: TKC +1.3% (upgraded to Overweight at HSBC), MKSI +3.1% (MKS Instruments upgraded to Buy from Neutral at BofA/Merrill), CELG +1.7% (upgraded to Overweight from Neutral at Piper Jaffray), MGM +1.7% (upgraded to Outperform from Neutral at Credit Suisse), JOY +1.5% (upgraded to Overweight from Neutral at Piper Jaffray)
Gapping down In reaction to disappointing earnings/guidance: CY -5%, YUM -4.8%, PLXS -4.3%, KND -2.4%, AET -0.3%, (light volume).
A few metals/mining stocks trading lower: GG -3.2% (Goldcorp increases annual dividend by 11%), BHP -1.1%, BBL -1%, MT 1.4%, RIO -0.9%.
Other news: CLMT -4.7% (announces public offering of common units), INN -2.6% (launches public offering of 13 mln shares of common stock), BBG -2.4% (Chrmn/CEO steps down, appoints Scot Woodall as interim CEO), SLRC -2.2% (commences public offering of common stock), CAG -1.6% ( prices 8,067,227 shares of its common stock at a price of $29.75 per share), TLLP -1% (announces public offering of 8.5 mln common units ), CHK -0.4% (discloses changes to compensation policy).
Analyst comments: HITT -4.5% (downgraded to Sell from Neutral at Goldman), DECK -3.3% (downgraded to Neutral at Baird), FIO -3.3% (downgraded to Market Perform from Outperform at William Blair), BA -1.8% ( downgraded to Hold from Buy at BB&T Capital Mkts ), AZO -1.7% (downgraded to Underweight from Equal Weight at Morgan Stanley), GNW -1.4% (downgraded to Underperform from Neutral at Credit Suisse), EMC -1.4% (downgraded to Market Perform from Outperform at William Blair), TS -0.9% (downgraded to Equal Weight from Overweight at Barclays), ITW -0.4% (downgraded to Underweight from Neutral at JP Morgan)
Endale meeldib MGM. Ilmselt ei ole callis endas suurt midagi erilist. Aga CSFB on sektoris sellise negatiivsema vaatega tegelane olnud. Tema buy ehk seal võib-olla huvitavam. I see $13.3-$13.5. Ilmselt eksin :)
Las Vegas Sands tgt raised to $59 at Stifel on stronger Macau expectations (50.88) Stifel Nicolaus raises their LVS tgt to $59 from $53. While they feel comfortable with their growth (+11-13% for 2013) projections and expectations for Macau, they are going to raise their 2013/2014 EPS ests for LVS based on slightly stronger VIP volumes than we were previously expecting. They continue to believe it remains the best way to play the continued growth in the Macau gaming market; given the fact they believe Macau growth will be dominated by mass play over the next couple of years, LVS remains their preferred play. They don't see a need to raise their EPS ests on either WYNN (Hold) or MGM (Buy) at this point.
Täna CNBC eetris olnud Marc Faber nentis, et on 2013.a aktsiate suhtes pessimistlik, kuna tunneb ennast majandusliku väljavaate pärast ebamugavalt. Seejuures tõdes, et keskpankade ja valitsuste sekkumiste tõttu on prognoosimine muidugi väga keeruliseks muutunud. Link
AZO - on tavaliselt suicide. ja piiber läheb koppa tõstma, naljakas. siis võiks BA dg-d ka proovida :) Kindlustajate callid võib kohe maha visata, väga special cased töötavad vaid. Mingi init ja $42, ma oleks 10 kükki valmis tegema, kui see mingi imeasi oleks.
Äge ei olnud selle pärast ainult 1 või pool:) ja see oli ka Jefferies upgraded Validus Holdings (NYSE: VR) from Hold to Buy with a price target of $72.00 (from $66.00).
Veidi kohalikku infot ka Twitteri vahendusel: --- Moody's Ratings News @MoodysRatings Moody's changes outlook on Eesti Energia's Baa1/P-2 ratings to negative http://bit.ly/WJaHSW
November Consumer Credit +$16 bln vs +$10.6 bln Briefing.com consensus
Kogu kasv taas auto ja õppelaenude arvelt, kui non-revolving credit kasvas novembris annualiseeritult +9,6% ja tavaline krediitkaardi võlg +1,1% ehk muutus absoluutnumbrites mõlemas kategoorias vastavalt 182,7mld USD ja 9,8mld USD.
USA tarbijakrediidi muutus visuaalselt ZeroHedge'i vahendusel - punane on non-revolving (suuresti auto- ja õppelaenud) ning sinine revolving (krediitkaardid).
