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Börsipäev 6. mai

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  • Eile õhtul tuli SEC filling, mis näitas, et MELINDA FRENCH GATES ostis 100,000 drugstore.com (DSCM) aktsiat @$2.52. Kokku on tal nüüd 2,808,246 aktsiat. Järelturul lõpetas DSCM $2.73 juures. drugstore on ka LHV Pro valik
  • 08:30 Nonfarm Payroll 274K vs 175K consensus

    Turg veidi kosub, dollar ka.
  • tööjõuturuandmetega on täna selline loogika, et üle ootuste palju töökohti tähendab ka suuremaid inflatsiooniootusi, seega intresside tõstmise jätkumist Fedi poolt, seega hea on paha
  • Jah selline asi pekas kuuluma iga börsihai arsenali, tagab kindlasti 1000% aastatootluse:)
  • Gapping Up

    Gapping up on strong earnings/guidance: CKCM +37%, PIXR +6.3%, JMDT +14%, BCSI +12%, FSTC +10%, ADSX +8.6%, MFE +7.3% (also Kaufman upgrade), ASTM +5.5%... Other News: CRXL +9.1% (extension of 33% move over last 5 weeks), MWV +3% (tender offer for $850 mln of debt and up to 16 mln shares), SHR +2.3% (affiliate Berlex completes patient enrollment for Phase 2 trial), BRCM +2.2%... Under $3: UHCP +31% (extends 27% move yesterday).

    Gapping Down

    Gapping down on disappointing earnings/guidance: UTSI -31% (also OpCo downgrade), SEAC -14%, ARDI -14% (also Needham and Raymond James downgrades), AZPN -8.1%, SINA -6.9%, ATVI -2.6%, ... Other News: KERX -8.2% (Phase 2 clinical data), NAPS -6.6%, CBK -4.2% (profit taking after 14% move yesterday), GBX -3.2% (to sell 4.5 mln shares), AEOS -3.1% (BofA downgrade).
  • Rev Shark:

    Lots of Good to Find in Yesterday's Action
    5/6/05 8:28 AM ET

    "No, Earnest, don't talk about action. It is the last resource of those who know not how to dream."

    -- Oscar Wilde, The Importance of Being Earnest.

    Forget the theories, arguments, news and pundits; recent market action is better. One of the biggest mistakes many investors make is failing to look at what is right in front of them. They ignore the numbers flickering on their screens in favor of dreams of what might be.

    Although you wouldn't know it if you just glanced at the indices yesterday it was a good day for the bulls. The downgrade of the automotive debt was shrugged off before recent support levels were even tested; higher oil prices, mediocre sales at Wal-Mart (WMT:NYSE) and cuts in Intel (INTC:Nasdaq) capex were also ignored. Additionally, the slight pullback came on declining volume and positive breadth. If we are going to correct, that is the way to do it.

    Another positive is that there are signs of new leadership. Technology and biotechnology are acting much better, and even three of the four horsemen of yore, Microsoft, Intel and Cisco are above their 50-day simple moving averages.

    Better action coupled with new leadership is a particularly potent combination in a market environment where sentiment is extremely negative. Many investors have become disgusted and moved to the sidelines as the market has struggled this year. There is cash on the sidelines and as the market inches back up there will be increased anxiety that a rally may start without them being involved. Before you know it the chase is on and momentum builds.

    Although things look better it is by no means clear sailing. We still have plenty of technical overhead to contend with and a negative news flow will keep things capped if it is unrelenting.

    The biggest issue this market is facing is the course of interest rates. The Fed has made it clear that it is concerned about inflation but we have had a number of negative developments lately, including the auto debt downgrade, that support the argument for less aggressive rate hikes. If the Fed provides even a subtle hint that it plans to temper the pattern of interest rate increases the market is likely to react quite positively.

    This morning we have the jobs report, which will be very important evidence in our efforts to determine what the Fed may do in the future. This is one of those cases where bad economic news may actually be good for the stock market because it may get the Fed off our backs for a while.

    I'll be back after the report hits with some comments.

    Gary B. Smith:

  • Hea meel on tõdeda, et LHV Pro valiku all olevate firmade tulemustele antakse nüüd ka lühikommentaare. Loodan, et see saab tavaks.
  • cibc analüütik ütlebb ,et ET-AMTD võimalik ühinemine vähendab NITE kasumit,
    teisest kyljest on ka NITE ise atraktiivne ülevõtmisobjekt,
    eelturul all 17 senti
  • SSB says AMTD could fetch 16-17$

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