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Börsipäev 16. september

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  • Rev Shark:

    Troublesome Trends Lurk Beneath the Surface

    It was one of the deceptive days when the major indices don't tell the story. If you look at those, it appears as if nothing much happened. They were all up or down a few points, and volume was at about the same levels as yesterday.

    Under the surface, things weren't as pretty. The only groups showing strength today were oils, golds and biotechnology, mostly due to an upgrade of Amgen (AMGN:Nasdaq) last night. Technology, retail and financials were weak, and overall breadth, while not terrible, was worse than the indices indicated.

    The real problem with the market is that we are seeing a marked cooling in speculative action. Small-caps and high-beta stocks are struggling, and the "hot money" traders are heading for the sidelines.

    A good illustration of this is found among the 100 stocks that make up the Nasdaq 100, or QQQQ, which was down 2 cents on the day. However if you look at breadth, 61 of the 100 were negative on the day, but a few of the bigger-cap issues that are heavily weighted more than offset the weakness in a variety of other issues.

    The mild pullback in crude oil helped the bulls a bit, but overall the action was poor, and there is nothing to indicate that we are ready to rebound with some energy. The biggest positive this market has going for it is the possibility of some optimism in front of the FOMC interest rate decision next Tuesday. I suspect that hopes are high that the FOMC will forgo another interest rate hike, and we could see some positive action in anticipation of that development.

    Have a good evening. I'll see you tomorrow.

    Position: Long AMGN

  • Kui voimalik siis palun lisage CESV (NasdaqNM:CESV) Investeeremiskontolt kaubeldavate aktsiate nimistusse.
  • Sunterra Corp (Snrr) läks gravitatsiooniga tülli.
  • Bear Stearns on täna hakkama saanud researh note'ga kindlustussektori kohta.

    Pealkiri kõlab väga cool'ilt: Insurance Cycle: Inevitable as Death and Taxes
  • 09:51 SNRR Sunterra: Sunterra shares are significantly undervalued; $21 target - Jeffries (13.05 +0.00)

    Jeffries says they were encouraged by what they heard, following a meeting with SNRR management. Firm continues to believe SNRR is one of the few growth stocks in the lodging/leisure industry and is convinced that at a price of $13.05, it is significantly undervalued (adjusted book value is $13.00 per share). Firm's long-term thesis on timeshare remains positive and they remind investors that Sunterra is the only pureplay public company operating in this space. They say conditions in North America remain strong and the impact from Hurricane Katrina should be negligible. They say the European business continues to be on the mend and the restructuring is going as planned. Firm notes that mgmt reiterated their longer-term optimism for the segment and said they are seeing early signs of progress. Reiterates Buy, $21 tgt.
  • See ju abemega info
    29.08.2005 - Positiivsed kommentaarid

    Jeffries & Co oli täna hommikul positiivsete kommentaaridega Sunterra (SNRR) teemal väljas, juhtides investorite tähelepanu faktile, et aktsia kauplevad allpool raamatupidamisväärtust ($13). Jeffco arvates peaks ära USAs olema tugev ning plaanipärane Euroopas.

    Analüütik märgib, et tema arvates on aktsiad väga odavad ning kinnitas oma $21 hinnasihti ning Osta reitingut.
  • Tegemist siiski uue analüüsiga. Panen nädalavahetusel ka LHV Pro alla.

    sB
  • Pakun et, Apollo group (APOL )võiks 63 pealt tagasi taevasse lennata.
    Eelmine kord põrkas 62 juurest ja üleeelmine kord 61,5 juurest.
    Pilti ei õnnestu add`ida. Kas see õigus on ainult teatud persoonidel või ma lihtsal saamatu?
  • APOL pilt selline, aga 63 peale on küll tükk maad ... turu üldine tervis ei ole ka taevasse lendamiseks nii hea kui eelmiste põrgete ajal

  • Sorry 6 ja 7 nii sarnased. Jah tõesti siin pidasin silmas vaid tehnilist külge.

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