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Börsipäev 9. jaanuar

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  • Deutsche Bank upgrades XM Satellite Radio (XMSR $27.95) to Buy from Hold and raises their tgt to $33 from $30, saying they believe XMSR's stock is a good way to play satellite radio sector growth, based on 1) improved visibility on growth from the OEM auto channel, 2) retail channel growth from new products, and 3) favorable valuation

    SG Cowen changes its opinion on Salesforce.com (CRM 39.85) and now believes the risk reward is neutral in the near term as the Street is not processing the broader implications and costs of blistering growth, such as two material data center outages in two months and the potential impact on sales cycles. Firm would buy on pullbacks into the low $30s

    Prudential upgrades JP Morgan (JPM 40.02) to Neutral from Underweight and $40 tgt, as they feel better about investment banking (especially non-U.S., derivatives, and mergers) and asset management after meeting with the heads of these units in late-2

    Prudential upgrades Merrill Lynch (MER 68.70) to Overweight from Neutral with an $80 tgt, as they think revenue growth prospects are better than previously thought based on strong non-U.S. prospects and meaningfully higher backlogs in equity and M&ABaird downgrades Salesforce.com (CRM 39.85) to Neutral from Outperform and $42 tgt, citing valuation

    Prudential initiates Urban Outfitters (URBN 25.35) with an Overweight and $34 tgt, as they view the co as one of the best growth stories in retail, with +20% store growth possible through existing concepts for the next 8 years

    IBM (IBM) downgraded to Neutral at JP Morgan

    Amazon.com (AMZN) downgraded to Underweight at JP Morgan

    Goldman Sachs upgrades General Motors (GM $20.80) to In Line from Underperform, saying with GM shares off 50% from '05 highs, they view that a Ch 11 filing is very unlikely anytime soon, and upcoming catalysts that could improve sentiment and allay bankruptcy fear; they can see GM shares rebounding to the mid-$20 range in 1H06

    Jefferies upgraded PortalPlayer (PLAY 29.12) to Buy from Hold and raises their tgt to $36 from $22 saying they believe several positive catalysts lay ahead that position the company for strong growth and profitability in 2006 and beyond

    Deutsche Bank upgrades Western Digital (WDC $19.90) to Buy from Hold and raises their tgt to $24 from $14 based on share gains and the higher contribution margins associated with increment volumes

    SG Cowen initiates Webex Communications (WEBX $23.23) with an Outperform, saying they believe there are a number of material growth drivers for web conferencing in place and expect the co to leverage its mkt leading position to take full advantage of these opportunities.

    Bear Stearns downgrades McKesson (MCK $53.30) to Peer Perform from Outperform based primarily on vaulation as the co's shares have soared 71% over the last 12 months

    JP Morgan upgrades Abbott Labs (ABT) to Overweight from Neutral assuming ABT will acquire the vascular and endovascular businesses of Guidant (GDT) and that Boston Scientific (BSX) will buy the rest of Guidant (GDT)

  • Võib ka huvi pakkuda.

    Prudential raised Cisco (CSCO:Nasdaq - commentary - research - Cramer's Take) to overweight from neutral, saying its efforts to reduce order lead times should produce better-than-expected sales in the second half of 2006.

    Prudential raised its price target on the stock to $24 from $21 and said it now expects the company to earn 29 cents a share on revenue of $7.48 billion in its third quarter, which ends in April.
  • Rev Shark:

    Beware the Shiny Happy People
    1/9/2006 9:19 AM EST

    "What is destructive is impatience, haste, expecting too mch too fast."

    -- May Sarton

    With the market off to a great start in 2006, the biggest problem we face is becoming impatient, and keeping expectations reasonable. Technical conditions look good, the buyers want in and market pundits are becoming increasingly bullish, but that doesn't mean we become overly excited and worry that we aren't more heavily invested.

    One of the worst mistakes you can make is to become more and more bullish the higher and higher we go, but that tends to be the nature of emotions. Those who were bemoaning the weak market action a month ago and didn't expect the market to do anything for years are now talking about the best market conditions in years. The only thing that has changed is that the market has moved higher, which should should make us worry that emotions are becoming too rosy.

    It can be tough to stay calm and reasonable when you are not 100% long and the market had a week like last week. You second-guess yourself, cringe when you hear stories about how well friends and neighbors did, and are tempted to just throw your idle cash at the market so you don't have to watch the market run away without any long exposure. Staying calm and cool when the market is hot and you aren't in the middle of it is no easy task.

    But it is in a market like this that the ability to keep emotions under control can pay off big. Markets have a way of providing multiple good entry points. There is always another good opportunity out there and more often than not patience at a time when others around you are convinced that there is no place to go but up often pays off big. Not everything moves at the same time in a market rally. You just need to keep digging and you will find good, lower risk chances to put your capital to work.

    As we work on keeping emotions in check after last week's rally, let's contemplate where this market may be headed. We moved a little too far too fast and technically could use some flat action or even a pullback before we can feel better about continued upside. Clearly the bulls have the momentum here and with little overhead resistance in the major indices, the upside must be given the benefit of the doubt.

    The real test of this market won't come until a good bout of selling sets in. Only then will we be able to see if the folks who are sitting on the sidelines have the cash and desire to jump in and support things. Right now the hot money is running but it's the more conservative money -- which doesn't like to chase things -- that will tell the real story of where we are headed. Right now we have new year excitement and some kind words from the Fed fueling this move. That will dry up soon and then the real work begins.

    So don't get sucked into the emotions of this market but also don't forget that the action is quite positive. Although you may not want to fully embrace this hot market right this minute you also don't want to go too far the other way and start looking for things to fall apart.

    We have a quiet start this morning. Overseas markets are mostly positive and both oil and gold are seeing some buying as well.

  • AloV, olen ka juba mõnda aega Rev Shark lugusid üritanud lugeda. Need on vist kuskilt kopeeritud? Minu arust võiks need olla Eesti keeles või vähemalt lühikokuvõte võiks olla nendest Eesti keeles. Saaks ka aru, mida ta räägib.
  • kallas, http://www.keeltekool.ee/tunniplaan.html?lang=12 abiks ;)

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