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Börsipäev 26. oktoober

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  • Täna tuleb börsilt rohkem uudiseid ja tulemuste raporteid, kui jõuaks/tahaks siin üles märkida. Kokku avaldab oma aruandeid täna 255 ettevõtet. Mõningatest siiski pisut lähemalt:

    Exxon Mobil(XOM) – teenis 3. kvartalil kasumit $1.77 aktsia kohta(jättes ühekordsed kulud välja). See number on kogunisti $0.18 parem, kui analüütikute konsensus. Müügitulud $99.59 miljardit ületasid samuti ootusi. Marginaalide langust täheldati eelkõige rafineerimises. Võrreldes eelmise aasta 3. kvartaliga, kasvas kasum 6% võrra. Tulemuste peale kaupleb energiahiid 52-nädala tippudel.

    Consol Energy(CNX) – Teatas, et teenis kasumit $0.27 aktsia kohta. See number on tugevalt alla ootuste, kogunisti $0.19 võrra oodatust väiksem. Arvestades alles hiljutist kvartaliaruande tulemuste teatamist Arch Coali(ACI) poolt, mis jäid samuti väga tugevalt alla ootuste, pole Consoli tulemused minu jaoks üllatuseks.

    Sony(SNE) tulemustele avaldas negatiivset mõju massiivne patareide tagasikutsumine, millest kunagi sai siin foorumites ka räägitud. Samuti on oodata hilinemist PlayStation 3 väljastamisel.

    Phase Forwardi tulemusi kommenteeris Oliver foorumis eraldi teemana – vaata seda siit.

    Majandusstatistika koha pealt saab välja tuua järgmised:
    Durable Orders +7.8% vs +2.3% konsensus
    Initial Claims 308K vs 308 konsensus
    New Home Sales (avaldatakse kell 17.00 Eesti aja järgi)

    Turud hetkel taas positiivses meeleolus ning futuurid tähtsamatel indeksitel plusspoolel.
  • Greenspan says US economic growth in Q4 should be reasonably good, better than Q3 - Reuters

    Mida päev edasi, seda positiivsemaks on ka Shark oma arvamust muutmas. Sedakorda väidab ta, et pullidega tuleb lihtsalt kaasa sõita,kui olukord totaalselt ei muutu. Huvitav, palju karusid turgudele üldse veel jäänud on?

    On the Shoulders of Bulls

    By Rev Shark
    RealMoney.com Contributor
    10/26/2006 8:27 AM EDT
    Click here for more stories by Rev Shark

    "We cannot change anything until we accept it. Condemnation does not liberate, it oppresses."

    -- Carl Gustav Jung

    One of the more difficult things for investors is to simply accept the conditions that exist. We always want to change what is rather than accept and embrace it. When times are good we look for reasons why it won't continue and anticipate when it might end. When times are bad we anxiously search for relief from the pain and try to pacify ourselves with positive thinking.

    Fighting the prevailing trend in the stock market is counter-productive not only because we fail to profit from current conditions but because we become insensitive to the indications that will tell us when a real change is about to occur. If we are constantly fighting what is in front of us and come up with dozens of reasons why it is wrong and won't persist, we became blind to the things that really matter and will presage an actual change.

    Once we accept and embrace the fact that this market is going up like crazy and is apparently unworried about anything negative, we can ride the wave and become more attuned to an actual change in circumstance. When we stop making money on the long side and the things that worked no longer do so, then we know conditions may no longer support further upside.

    You may be underinvested and loathing this run-away market that has been so hard for many to embrace, but condemning and criticizing it makes it much harder to conquer.

    So get with the program and don't fight those bulls. Ride on their back as they stampede and you will better see the problems that will eventually occur. If you stand on the sidelines and complain you will fail to truly understand what is going on in the market.
  • Kestvuskaupade orderid +7,8% on ilus küll, aga ... Excluding transportation, new orders were up just 0.1%. New orders in the transportation component jumped 27.6%.
  • Ülespoole avanevad:

    Gapping up on strong earnings/guidance: PFWD +14% (also Piper upgrade), KBAY +13%, FFIV +11%, SKX +11%, NEWP +10%, ZIGO +14% (also Maxim upgrade), HLIT +13%, VAR +9.3%, AET +8.5%, NVT +8.3%, BOBJ +8.3% (also upgrades from Citigroup and RBC), AFFX +8.1% (also UBS upgrade), CELG +7.7%, LSI +7.7%, ATVI +7.6%, MIPS +7.2%, MRVC +6.7% (also Roth upgrade), HAR +4.6% (also Soleil upgrade), PNSN +4.6%, CMCSA +4.5%, IDIX +3.6%, RTN +3.1%, DOW +2.9%, HXL +2.6%, MTH +2%... Other News: CCU +7.3% (considers strategic alternatives; also Soleil upgrade), FNET +6.1%, PCAR +4.2%, CHS +3% (Pru upgrade), MO +1% (AG Edwards upgrade).

    Allapoole avanevad:

    Gapping down on disappointing earnings/guidance: ATRM -21%, USPI -13% (also BofA downgrades to Sell, Stifel downgrade), BEBE -13%, FORM -11%, NETL -9.4%, RVSN -9.4%, CRS -9%, TRID -8.3% (also Prudential downgrade), APPB -7.5% (also Jefferies downgrade), ARBA -7.3% (also JP Morgan downgrade), SYMC -7.1%, TSCO -7% (also multiple downgrades), SMDI -6.5%, WOOF -4.4%, WMGI -4.4%, ZMH -4.3%, EQ -2.8%, WVCM -2.7%, RAIL -3%, CLF -1.4%... Other News: RNVS -76% (stroke drug failed a key clinical trial and will be dropped from development; co also reported Q3; also CIBC downgrade), RHAT -20% (ORCL to support Linux, seen as negative for RHAT; also multiple downgrades; down in sympathy: NOVL -4.1%), XLTC -12.4% (German regulators to prohibit COHR's purchase of XLTC), COGT -9.2% (Stanford downgrade), OSI -6.6% (delays Q3 release), OSIP -3.1% (Lehman downgrade), ISE -2.9% (downgrades from CIBC and BofA)... Under $3: MOBE -12% (reports Q3).
  • Adamski, kestvuskaupade müük oli vist kunstlikult kõrge tänu Boeingu tellimustele
  • New Home Sales 1075K vs 1050K consensus

    Maagaasi varudelt oodatakse keskmiselt varude suurenemist 29 bcf-i võrra(erinevad arvamused kõiguvad vahemikus +20 kuni +50bcf-i). Eelmine aasta tõusid varud samal perioodil 77 bcf-i.
  • Chesapeake Energy(CHK) on juba pikemat aega minu huviorbiidis olnud ning olen seda vist küll korduvalt välja toonud ja sellest mitmeid kordi foorumites rääkinud. Eelkõige sellest aspektist lähtudes, et ettevõtte juhtkond on minu silmis kõrges hinnas ning et ettevõte on äärmiselt suure koguse oma tulevasest toodangust ette ära müünud - kiire gaasi hinna tõusu korral oleks see küll negatiivne, kuid seni on see taktika hästi töötanud. Mõningates varasemates börsipäeva foorumites olen ka täpsed protsendid välja toonud. Täna peale börsi sulgemist avaldas ettevõte oma tulemused ning taaskord on need esmapilgul väga head, millega võib igati rahule jääda. Homme kell 9.00 USA idaranniku aja järgi toimub ettevõtte tulemuste konverentsikõne, mida tasub ettevõttest huvitujatel kindlasti kuulata.

    CHK prelim $1.13 vs $0.72 Reuters consensus; revs $1.93 bln vs $1.72 bln Reuters consensus
  • Where have all the traders gone?
    Long time passing
    Where have all the traders gone?
    Long time ago
    Where have all the traders gone?
    Market have picked them every one
    When will they ever learn?
    When will they ever learn?
  • Täitsa hästi lauldav asi :-))

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