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Foorum Investeerimine

Börsipäev 27. juuli

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  • Gapping Up

    IPIX +11% (announces $3 mln order), NVTL +8% (beats handily; guides Q3 and Y04 above consensus), LCAV +8% (beats by $0.15, guides Y04 above consensus), SNTO +8% (affirms close relationship with OSTK), CTIC +7% (reports Q2), PWAV +6.4% (reports Q2).... Stem cell stocks are moving: GERN +4% (announces positive stem cell publication), STEM +3.1% (on GERN news and ahead of Ronnie Reagan's stem cell speech tonight at DNC).

    Gapping Down

    SLAB -16% (beats by $0.05, guides revs below consensus), CRAY -26% (weak results, Piper downgrade), SNWL -20% (misses by a penny, light on revs), WVCM -19% (reports Q2 loss, names new CEO), ASYT -10% (sees revs light of guidance; CFO leaving), CAH -10% (CFO resigns), NT -9.3% (Nortel provides update to Ontario Securities Commission), SEPR -9% (misses by $0.13, light on revs), ATH -5.3% (beats by $0.02, ex items, light on revs), ISPH -5% (prices 6 mln share follow-on offering at $12), PD -5% (misses by $0.08).
  • USA turud on alustamas kergelt positiivse meeleoluga ning nii S&P 500 kui Nasdaq avanesid plussis. Head majandustulemused avaldas Verizon, samuti kergitas oma järgmise kvartali prognoose DuPont.

    Sideoparaator Verizon Communications (VZ) teatas teise kvartali käibeks 17.8 miljardit dollarit ning kasumiks aktsia kohta 64 senti. Mõlemad tulemused olid analüütikute ootuste ülemises servas.

    Keemiafirma DuPont (DD), mis samuti kuulub Dow keskmisesse ei suutnud optimistlikku kasumiprognoosi täita jäädes sellele alla sendiga aktsia kohta. Samas tõstis firma kogu aasta kasumiprognoosi 2,1 dollarilt aktsia kohta 2,25 dollarile.

    Rev Shark:

    One thing we can all agree on about this market is that it has been unusually weak. The buyers are standing aside, breadth is terrible, the technical patterns are bearish and the recent bounces have been anemic at best. There aren't too many folks out there who are going to suggest that this is healthy action.

    Although we may have a consensus on the current state of the market there is a wide variation in how investors choose to deal with it. It is at times like this that your particular style of investing comes to the forefront.

    The one thing that all top traders and investors have in common is their own personal style -- they learn to capitalize on their unique set of skills and emotions. What many people fail to realize is that it is possible for two traders with completely opposite styles to both be very successful.

    Success in the market is far more dependent on execution than it is on style, which means that both a contrarian investor who is buying weakness and a trend-following investor who is selling it can both beat the market handily if they are adept at executing their styles.

    The most important considerations in shaping your particular style is your ultimate goal. The primary goal of most of traditional Wall Street is to outperform a benchmark index. If they can produce a better return than the S&P 500 or the DJIA then they consider themselves a success even if that means that they simply lost less than their benchmark index.

    For many individual investors and traders the benchmarks are meaningless. For someone like me the goal is to produce a steady stream of income over a number of years. So my priority is to make sure that I protect my capital when the market is struggling. Not losing money is more important than beating an index.

    In finding your personal investing style your first step is to understand what your ultimate goals really are. If you are competing against institutional investors and funds, they are probably going to focus on beating the indices. If you are trading in order to pay your monthly bills. then you are likely to focus on quick gains and capital preservation.

    Once you are clear on what you want to obtain from the market, then you can work on developing the style in which to do that. Remember that no style is inherently superior -- it depends on your goals and your execution.

    We have another slight bounce to start the day, which hasn't been particularly good for the bulls lately. The early morning strength has tended to falter very quickly and the bulls are likely to stay cautious as it occurs again.

    Overnight earnings reports weren't particularly strong, with Silicon Laboratories (SLAB:Nasdaq) being particularly poor. The contrarians are becoming anxious to buy this market, and that is likely to help keep things choppy.

    Gary B. Smith:

     
  • Consumer Confidence 106.1 vs 102.0 consensus
  • Kuuldavasti üks peamiselt inst. kliente teenindav tehnilise analüüsi firma, Lowry Report on keset päeva väljas, avaldades arvamust viimase aja kukkumise teemal. Nimelt usuvad nad, et kuna kukkumise käigus pole käive oluliselt kasvanud, siis on tegemist pigem korrektsiooni kui mingi pikema allatrendi algusega.

    Paar firmat on täna väljas ka biotechi teemal, rääkides sektori põhjast.

    Ka oli mul täna hommikul võimalus rääkida ühe pooljuhte tundva turuosalisega:

    Semiguy: here is a good economics lesson
    Bettie: hmm?
    Semiguy: why do co's cut prices of chips?
    Bettie: bc theres less demand?
    Bettie: and they have inventory
    Semiguy: right
    Semiguy: they need to get rid of inventory
    Semiguy: and how do you do it? you lower prices....which cuts into asps
    Bettie: y
    Bettie: simple
    Semiguy: and makes for a shitty outlook as supply is being dictated by weaker demand curves
    Bettie: what ya think will happen during the next few quarters?
    Semiguy: back end loaded...sell through picked up first two weeks in july, disconnect as inventories keep building and orders continue to slow as distis show slow trending upwards, back to school going to be weak, xmas gonna be better...
    Semiguy: so what does that mean? wait for all the downgrades
    Bettie: Q3 will be in-line at best. Q4 will show improvement.
    Semiguy: to go through, then analysts will upgrade in Q4 as visiblity no longer becomes an issue
    Bettie: my thoughts exactly
    Semiguy: intc guided 10%, wiht inventory overhang and lowered gross margins, this tells me it is not that bad and all of the friends of intc will pick up in Q4, cell phones are going to suck and the name in that space who is going to be ok is TXN, wireless LAN sucks ass and the only guys who will make money are BRCM and MRVL and Taiwanese cannibalizers, Analog semis are the only names to own during the downturn
    Bettie: makes sense


    FWIW,

    sB
  • kes on huvitatud või kaupleb ES-ga võiks see nädal mIRC-is astuda läbi toast T1. eminist guy ja neato teevad online showd natu. taust: www.deltat1.com

    lisaks: radio.weblogs.com/0133588/
  • Täna ongi siis oodatud põrkepäev, Nasdaq praeguseks 30 punkti plussis. Olulisi uudiseid liikumise taga ei olegi, pigem puhtalt tehniline ja tingitud ka lühikeste positsioonide katmisest.

    Mis edasi? Sõltub paljuski liikumistest lähipäevil. Kui tugevust suudetakse jätkata, võib see põrge viia juuni tippude juurde tagasi.
  • Ja kuigi suurema osa päevast viibis pooljuhte kajastav indeks SOX punases, suutsid ka pooljuhid päeva lõpuks turu üldise tugevuse taustal kosuda ning lõpetasid 0,64% plussis.

Teemade nimekirja