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  • May's History, It's Time to Look Ahead

    By Rev Shark
    RealMoney.com Contributor
    6/1/2006 8:51 AM EDT
      

    "The secret of health for both mind and body is not to mourn for the past, worry about the future, or anticipate troubles but to live in the present moment wisely and earnestly." -- Buddha
      
     
    The month of May is now in the history books, and it will be recorded as a particularly difficult time for the bulls. The worst part of the action wasn't necessarily the point loss but the intensity and quickness of the pullback. At one point this month the Nasdaq was down eight straight days in a row, which is a particularly unusual streak.

    Our job now is to put May behind us and focus on what we need to do to build our accounts. There obviously are major macroeconomic issues affecting the market but we can't spend too much time dwelling on them either. They are well known and the market is wrestling with how interest rates, inflation, energy prices, currencies and a slew of other factors will play out.

    Anyone who thinks they can predict that over the months ahead is little more than a gambler who is taking some big chances.

    So we neither mourn the past, worry about the future nor anticipate trouble. We focus on the work in front of us at the moment, roll up our sleeves and deal with it. That means we strengthen our defenses and make sure we keep our precious capital safe and secure as we wait for trends to develop. If we put on trades we make sure we keep time frames short, stops tight and don't hesitate to lock in gains.

    We are in an environment now where good trading discipline pays dividends. We don't have an uptrend to bail us out when we do something foolish or are lazy about adhering to our discipline.

    To use a cliche, this is a time to be lean and mean. Build some cash and keep your holdings lean. If they don't cooperate be aggressive about cutting them. Give yourself the ability to be more flexible. Few things can be more frustrating than to be heavily invested as the market downtrends and then discover you have little opportunity to capitalize on the inevitable bargains that emerge at the bottom.

    June may prove to be as equally difficult as May but if we regroup and are mentally and emotionally prepared to deal with it there is no reason we can't prosper.

    We have a flat start to the day. Economic data are rolling in and initial market response is positive to higher weekly unemployment and lower unit labor costs. ISM numbers at 10 a.m. EDT should also be a market mover. The dollar is showing some strength this morning and oil is dropping a little. Mining and commodities remain under pressure. Google has some positive comments from Piper Jaffray today and that should be an interesting stock.

    At the time of publication, De Porre had no positions in stocks mentioned, although holdings can change at any time.

  • Wal-Mart(WMT), üks suurimad kaubanduskette Ameerika Ühendriikides, kaalub etanoolil põhineva kütuse müümist oma tanklates. Ettevõtte poolt omatavaid tanklaid on kokku veidi üle 380 ja kui otsus peaks täide viidama, annab see tõsise lükke alternatiivkütuste kasutamiseks. Hektel käib jutt just kütuse E-85 müümisest, kus 15% moodustab naftast tehtud kütus ja 85% on põllumajanduslik etanool. Seni pole aga midagi kindlat veel välja öeldud ning Wal-Mart lubas uurida veel enne, kas selline samm oleks finantsiliselt mõttekas. Iga sellise kütusepumba lisamine maksab ligi $100,000.

    Venetsueela on taas täna intrigeerivate väidetega väljas. Seekord anti mõista, et riik kaalub tõsiselt, et kas mitte hakata tulevasi nafta müüke tegema eurodes.
  • 09:42 NYMEX halts copper futures trading after prices tumble maximum daily price limit - Reuters

    Vasehind kukkus maksimum päevase limiidi võrra, mistõttu vasega kauplemine praegu peatatud.

    Ka teistel commodity'tel läheb halvasti. Kuld üle 20 dollari untsist kukkunud
  • Oodata lisaks ka mõne seotud commodity aktsia nimetamist on vist pisut liiast? :)
  • Näiteid kullasektorist: Newmont Mining(NEM)-2.9%, Anglogold Ashanti Lt(AU) -2%, Barrick Gold CP(ABX) -2.5%.
  • Näiteid vasesektorist: Phelps Dodge (PD) -3.8%, Southern Copper Corp.(PCU) -2.5%.

    Ja kellel eelmistest kullanäidetest väheks jäi, siis palun:

    ABX AEM AGT AU AUY BAA BGO BMD BVN CAU CBJ CCJ CDY CGR DEZ DROOY EGI EGO FCX FNX GBN GFI GG GLG GOLD GRS GRZ GSS HMY IAG IMR IVN KGC KRY LIHRY MDG MGN MNG NAK NEM NG NSU NXG OZN PMU QEE RBY RGLD RIC RTP SA TGB TRE VGZ

    :)
  • Ära ei tohiks muidugi unustada ka kulla indeksaktsiat GLD ja ka hõbeda indeksaktsiat SLV.
  • Hõbedasektor: CDE (-5,23%), HL (-3,48%) jpt
  • Ma midagi mahasin maha, aga mille peale usa turud rallima hakkasid?
  • USA mai automüügi numbrid. Laekuva info põhjal paistab, et aastaga on kõige rohkem kasvanud Hondade müük ca 16%, enim müüdud Accordeid 20,4%. Toyota Motor 12%, BMW 5,3%, Hyunday 5,2%. GM müük -12%. Ford -1,9%, DaimlerChrysler -8%, Nissan -12%.

    Hilisema ja korrigeeritud info põhjal (MW): Toyota 17%, Honda 16,1%, GM -12.7%, Ford -1,9%, Nissan -7,3%.
  • Adjusted for one more selling day in May of this year compared to last, GM sales fell 15.7 percent.

  • NYSE Euronext to Offer 12 Hours of Trading
    Friday June 2, 4:23 am ET
    By Christopher Wang, AP Business Writer
    If Deal Approved, NYSE Euronext Would Offer 12 Hours of Trading Each Day Across 2 Continents


    NEW YORK (AP) -- The proposed combination of the New York Stock Exchange and Euronext NV would mark not only the first trans-Atlantic securities market but a Goliath of the equities trading business.
    If approved by regulators and shareholders, NYSE Group Inc.'s acquisition of Euronext would create a single platform where traders could deal in stocks, options, futures, commodities and corporate bonds across two continents -- for up to 12 hours daily.


    Tööpäevad pikenevad :)

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