Börsipäev 9. mai
Kommentaari jätmiseks loo konto või logi sisse
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Teadmiseks neile, kes asjaga kursis pole - Eile tuli järelturul Dell (DELL) välja ootamatu uudisega. Teatati, et Q1 EPS jääb kõigest $0.33 kanti, varasem vahemik oli $0.36 kuni $0.38. Kasumi vähenemise peamiseks põhjuseks nimetab tegevdirektor agressiivseid hinnaalandusi 1. kvartali teises pooles, kuna oli kaotamas turuosa rivaalidele. Sellise sammuga üritab Dell tulevasi müügitulusid suurendada.
Uudis oli loomulikult suureks pettumuseks. Eelturul Dell hetkel hinnaga 24.75 ehk -6.3%. Ka Intel näitab hommikul nõrkust. -
As Others Wait, Look for Opportunities
By Rev Shark
RealMoney.com Contributor
5/9/2006 8:57 AM EDT
"We should be taught not to wait for inspiration to start a thing. Action always generates inspiration. Inspiration seldom generates action."
-- Frank Tibolt
The market is likely to be on hold today as we await the FOMC interest rate decision tomorrow afternoon. After Ben Bernanke's Congressional appearance and the troubling "clarification" through Maria Bartoroma on CNBC, the market is a bit more confused than usual about what to expect. That means the market is likely to stay pinned down in a choppy and narrow range as we sit and wait.Even though the market is likely to be uncertain, this is an environment that does offer up some good trades for those with a short time frame. When the market is waiting for major macroeconomic news, it is often a good time to focus on favorable chart setups. The herd of hot money traders are always out there and they tend to gravitate toward a small group of stocks when the market is trading flat like it is now.
It is important to stay patient and try not to overanticipate what the Fed may hold for us, but on the other hand we can find some good trading action while we wait if we are willing to work within certain parameters. For example, we have earnings tonight from Cisco (CSCO:Nasdaq - commentary - research - Cramer's Take) and there is likely to be some action in the networking stocks in anticipation of that event. There are also charts that are set up well and simply need increased volume to attract momentum traders who are looking for action. That may not be a style you employ, but those opportunities exist even in a market that is sitting and waiting for the Fed.
The biggest problem the market faces right now is that the Nasdaq has not been able to get in synch with the DJIA and S&P 500. It has lagged as biotechnology and technology stocks struggle. Again this morning we have a big-cap tech stock, Dell (DELL:Nasdaq - commentary - research - Cramer's Take), disappointing the market and keeping the pressure on the Nasdaq. Dell has not been an important market leader for a while but it is a big player and does give us some indication about the health of the PC market. So it is likely to pressure other technology stocks.
What we have to wonder is whether, after disappointments now from INTC, MSFT and DELL, the bad news in technology may actually start to be fully discounted. The only way to tell is to watch how the Nasdaq and technology stocks in general deal with Dell. Do they shrug it off and focus on the future or do they react to it and sell off further?
The one thing that is sure about today is that we are likely to see a fairly high level of confusion as we await the Fed, deal with Dell, and await CSCO. It's a good time to shorten your time frames and not try to hit any home runs.
We have a little softness to start the day. European markets are mostly higher on earnings while Asia is under pressure and the dollar remains an issue. Crude is holding under the $70 mark.
At the time of publication, De Porre had no positions in stocks mentioned, although holdings can change at any time.
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UBS kärpis Dell'i hinnasihti $27 peale varasemalt $28 pealt. Needham alandas samuti oma eesmärke dell'i suhtes - uueks sihiks nende poolt $33, varasem oli $38. BofA kärbib hinnasihti samuti $25.50 peale varasemalt $31.50 pealt.
Samas AmTech leiab, et kuna viimase 9 kuuga on Dell'i aktsia juba 40% langenud, on antud hetkel risk-reward suhe ahvatlev. AmTech leiab, et kahekümne dollarite keskvahemikus (mid-twenties) on Dell väga atraktiivne.
Netflix (NFLX) sai upgrade'i Cowenilt, kes tõstis soovituse Neutral'ilt Outperformi peale. Cowen ootab tugevat Netflixi klientide arvu kasvu ja järjest paremaid rahavoogusid. Ettevõtte eesmärk 2012. aastaks omada 20 miljonit klienti(subscriber'it), on Coweni arvates saavutatav. -
Wholesale Inventories +0.2% vs +0.5% consensus
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Klienditoe kaudu mul õnne polnud. Proovime seda siit.
Titanium Metals Corp (TIE) teatas 2:1 splitist. Pressiteates oli kirjas, et split tehakse 16. mail, kuid nimekiri fikseeritakse 05. mai seisuga.
Kas see tähendab, et vahemikus 08 - 15. mai soetatud positsioonid ei kuulu splittimisele?
Allikas: http://www.timet.com/index_new.htm -> investor information -> financial information -> news releases -> 4/20/2006 uudis. -
Split toimub dividendina, igale aktsiale antakse teine juurde, aktsionäride nimekiri seisuga 5. mai. Vastus: jah, hilisemad positsioonid aktsiaid juurde ei saa.
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DALLAS (AP) -- Titanium Metals Corp. said on Thursday its board approved a two-for-one stock split, which will be effected as a stock dividend.
Shareholders on record by close of business on May 5 will receive one additional share for each share they hold. The split will be consummated May 15, pending regulatory approvals. -
Tänud Orwell, lõpuks jõudis kohale. Foorum on tõesti kiirem ja kindlam allikas ;-)
