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Börsipäev 10. november

Kommentaari jätmiseks loo konto või logi sisse

  • Futuurid on hetkel napilt plussis – kaasa aitasid sellele eile hilisõhtul teatatud Walt Disney(DIS) tulemused, mis kasumi osas ületasid ootusi 3 sendiga ning ka ettevõtte juhtkonna suust oli kuulda vaid kiidusõnu. Ka American International Groupi(AIG) tulemused üllatasid positiivselt turuosalisi. Boeingu (BA) poolehoidjatele on samuti häid uudiseid – ettevõte võitis $15 miljardilise helikopteri lepingu USA õhuvägedelt BA eelturul üle protsendi plussis.

    Turult on kuulda uudiseid, et Venemaa on ühinemas Maailma Kaubandus Organisatsiooniga(WTO). Ametlikku teadaannet selle kohta võib oodata kogunisti tänase päeva jooksul ning see lõpetaks positiivse noodiga 13 aastat USAga kestnud läbirääkimised.

    Eelturu liikujad:

    Gapping Up: TNOX +44%, DLB +22%, ABTL +20%, SIGA +8%, AMCC +7.7%, PSUN +6.5%, EHTH +6%, TGEN +5.2%, TRT +4.3%, NYX +4%, CMOS +3.9%, PEIX +3.6%, MYL +3.5%, GERN +3.3%, IMAX +3.3%, MT +2.8%, AAUK +2.5%, Under $3: CNXT +6.8%... Gapping Down: SCT -25%, IFON -18%, CPKI -9.4%, COGO -7%, EZPW -3.3%, FLS -3.1%, HEW -3.1%, CMTY -3%, GFI -1.8%, ADBE -1.7%, Under $3: CPST -14%, RNO -5%.
  • Crude detsembri lepingud on võrreldes eilsega pisut järele andnud ning toovad väheke kergendust. Indeksite futuurid plusspoolel.

    International Energy Agency trimmed its 2006 global oil-demand growth forecast, citing lower third-quarter demand from China and the OECD Pacific countries. Crude for December delivery was down 54 cents at $60.62 a barrel in electronic trading.

  • Sharki tänase eelturu kommentaari põhimõte on see, et me ei tohiks n-ö lasta oma positsioonidel rääkida. Kege öelda, raske reaalsuses praktiseerida...

    Don't Let Your Holdings Define You

    By Rev Shark
    RealMoney.com Contributor
    11/10/2006 8:45 AM EST
    Click here for more stories by Rev Shark

    "If I could define enlightenment briefly I would say it is 'the quiet acceptance of what is'."

    -- Wayne Dyer

    When it comes to the stock market, a very good idea is "accepting what is." Trying to impose our will on the market beast is always going to be a losing battle; the difficulty comes when we try to determine what in fact the reality is. Our view of the stock market is often like looking in a mirror that reflects our beliefs and feelings rather than the reality of the situation. If we are heavily long we tend to see the positives in the market and if we are short we see lots of negatives looming.

    If we are holding positions, long or short, we are never going to be totally objective about the state of the market. No matter how much we try to convince ourselves that we are open-minded and objective, the positions we hold are going to assert some subtle, and not so subtle, influence on our thinking. After all, if we weren't believers, why would be holding stocks long? Sometimes simply out of inertia, but that inertia often ends up coloring our thinking.

    So what do we do?

    Let's admit it and recognize that the only way we are ever going to be totally objective is if we hold no positions and really don't give a hoot about the market at all. We are always going to carry some prejudices and we have to recognize and embrace that fact. The key is to not become so entrenched in a particular view that we resist adjusting our thinking as the situation changes.

    One of the tendencies of many investors is to become more and more confident in their market view as a trend persists. That generally is the smart thing to do because trends often persist for far longer than seems reasonable, but it is important to not let that fact blind you to signs that conditions may be changing.

    Our goal isn't to simply ride a market trend but to make sure we ride it and then get out with as much profit as possible. We can't afford to be too entrenched or stubborn with our thought process.

    On the other side of the equation, we can't keep looking for illusive reasons to justify ignoring a strong trend. One of the easiest things to do in the market is to start finding reasons to justify a turn simply because we think it is reasonable that one should occur. We can come up with all sorts of great justifications for a posture that ignores the action that is taking the place.

    True enlightenment about the market is never possible but being aware of our prejudices and biases can help us obtain better results.

    We have a flat start on the way this morning. Overseas markets were generally weak and oil and gold are trading down. There isn't much in the way of catalysts this morning so I expect a bumpy ride.
  • Tagantjärgi siis selgituseks RIMMi päevasisesele suurele liikumisele:

    RIMM and PALM are both trading lower in reaction to MOT's announcement that it will acquire Good Technology. We note that Good Technology is a competitor to RIMM, and in an SEC filing, RIMM said "The co may face competition from companies focused on providing middleware to facilitate end-to-end wireless messaging solutions. Companies in this category include Good Technology; IBM Corporation; Microsoft; Notify Technology; Openwave Systems; Seven Networks; Sybase; and Visto Corporation, among others"... With regards to PALM, we note that back on Jun 30, PALM's CEO appeared on CNBC and noted that they "partner more with Good Technology," when asked about RIMM's patent dispute.
  • Järgmise nädala ehk 13. - 17. novembri tulemuste avaldajad:

    Monday: CHINA, JADE, MEND, KNOT, TSN, BOBE, CMED, CNTF, DKS, EXM, NTY, QGEN, TLEO, TOA, and WGOV...
    Tuesday: A, AEOS, DHI, ESLT, FOSL, HD, HSOA, NVAX, RMX, ROST, SKS, SPC, SPLS, TGT, WMT, ANF, ANST, ADI, GG, DISK, LZB, MED, PBY, SNS, and WNR...
    Wednesday: CHRS, CPA, COCO, DAKT, FNET, GMTN, TLB, TWB, TYC, UGI, AMAT, BEAS, GMB, HOTT, LTD, MMS, PETM, PLNR, CRM, TTEK, NXTY, and ZUMZ...
    Thursday: BKS, CMRG, PLCE, DEBS, GMCR, HB, KLIC, PTRY, SHLD, SCVL, SMRT, WTSLA, WSM, CPWM, DELL, DITC, EGLT, FL, HPQ, HIBB, HRAY, INTU, ISLE, MRVL, MSC, SANM, and SBUX...
    Friday: ANN, CTRN, SJM, KIRK, and LTON.
  • oih...palju firmasid, nende analüüsimine võtab metsiku aja, peab vist koduseks jääma!
    ....või on vihjeid millisel firmal silm peal hoida!
  • Järgmine nädal on aktiivne ka majandusstatistika poolest - andmeid avaldatakse tootjahinnaindeksi, tarbijahinnaindeksi, jaemüüginumbrite ning kinnisvaras toimuva kohta(viimast jälgitakse praegu päris hoolega).

    Eks kaudselt tule neid pea kõiki jälgida:). Ühed olulisemad kindlasti Wal-Mart(WMT), Target(TGT), Hewlett Packard(HPQ), Dell(DELL)...

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