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Börsipäev 16. märts

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  • Panen siia comScore'i arvutused veebruarikuiste otsingumootorite kasutamisaktiivsuse kohta ameeriklaste poolt. Google'i abiga teevad ameeriklased aastas ca 100 miljardit otsingut.

    SCOR released its monthly comScore qSearch analysis of the U.S. search marketplace. Americans conducted 13.1 bln core searches in February 2009, down 3% versus January - a decline that is primarily the result of the shortened month. February 2009 U.S. Core Search Rankings Google (GOOG) sites led the U.S. core search market in February with 63.3% of the searches conducted, followed by Yahoo! (YHOO) Sites (20.6%), Microsoft (MSFT) Sites (8.2%), Ask Network (4.1%) and AOL LLC (3.9%). Americans conducted 13.1 bln searches at the core search engines, down 3% from January. GOOG Sites handled 8.3 bln core searches, followed by YHOO Sites with 2.7 bln and MSFT Sites with 1.1 bln.
  • Tänane tähtsaim makroraport tuleb 15 minutit enne USA börsi avanemist ehk siis kell 15.15, mil teatatakse veebruarikuu tööstustoodangu muutus. Jaanuari näit oli -1.8%, veebruarilt oodatakse languse jätkumist -1.2%ga.
  • Nii Aasia, Euroopa kui ka USA jätkavad eelmisel nädalal alanud tõusulainet. USA futuurid üle protsendi plussis.

    Saksamaa DAX +1.94%

    Prantsusmaa CAC 40 +2.50%

    Inglismaa FTSE 100 +2.32%

    Hispaania IBEX 35 +2.20%

    Venemaa MICEX +1.16%

    Poola WIG +1.52%

    Aasia turud:

    Jaapani Nikkei 225 +1.78%

    Hong Kongi Hang Seng +3.60%

    Hiina Shanghai A (kodumaine) +1.15%

    Hiina Shanghai B (välismaine) +1.21%

    Lõuna-Korea Kosdaq -0.39%

    Tai Set 50 +0.02%

    India Sensex 30 +2.13%

  • Don't Lose Your Head
    By Rev Shark
    RealMoney.com Contributor
    3/16/2009 8:42 AM EDT

    We do stress tests all the time on all of our portfolios. We share those stress tests with our regulators. It is absolutely asinine that somebody would announce, "We're going to do stress tests for banks and we'll give you the answer in 12 weeks."
    -- Richard Kovacevich, Wells Fargo chairman

    The growing hope that banks and financials may be in better shape than feared has the market looking to extend its four-day rally this morning. Senior management at various banks continue to talk about how they have been making progress and didn't even need the TARP money that was forced on them.

    On the TV program 60 Minutes yesterday, Fed Chairman Ben Bernanke made it very clear that the first step toward solving our economic woes is stabilizing banks. Until that occurs, we can't plan on the housing or jobs situations to start looking better. Bernanke made it clear that we still face many difficulties but was confident that we would eventually prevail.

    That positive appearance, coupled with more talk about how details of a toxic-asset plan would be soon forthcoming, has the banks running up hot and heavy to start the weak. So does that mean the foundational issues facing this market are fixed and we are ready to keep on running higher?

    Certainly the news flow and the momentum in financial is favoring the bulls, but I hear the bears complaining that there are few signs of new market leadership, significant technical overhead exists and it is too early to have few compelling charts. Not everyone is a believer that the market is ready for a sustained rally, although it feels that way this morning.

    The key in this market is to not become too caught up in the bullish excitement, but rather to continue to look hard for disciplined entries. When markets go up four days in a row and then gap up on Monday morning, it is typically not an ideal time to rush in and put a lot of money to work. It is the pullbacks and dips that are the true measure of market health. If there really is cash on the sidelines that is anxious to pile in, it will provide ample support, and that is what will cause positive charts to develop.

    Sentiment has certainly changed, especially on banks, but it isn't banks that we should look to for market leadership. We need a sector like semiconductors or biotechnology to show us that folks aren't just bottom-fishing grossly oversold financials.

    Don't be too worried about being underinvested at this point -- we are still in the very early stages of an improving market. We are seeing plenty of positives that are helping to moderate the very negative sentiment, but so far we are simply back to where we were after the lows in November and February. Chart development needs to continue and leadership must evolve for this bear market to gain good traction. It is still very early in the process.
    Ülespoole avanevad:

    In reaction to strong earnings/guidance: FEED +38.9%, ENG +7.3% (light volume)... M&A news: AGU +3.6% (Agrium commences exchange offer to acquire CF Industries for $31.70/share in cash and 1.0 common share of AGU for each CF share)... Select financial related names showing strength: BCS +16.1% (Hunting cash, Barclays is exploring sale of unit - WSJ), ING +8.5%, UBS +8.2% (UBS cutting 5,000 management jobs: Report - Reuters), C +7.9%, BAC +7.3%, STI +6.3%, DB +5.0%, WFC +4.0%, HBC +3.7%, MS +3.3% (mentioned positively in Barron's), JPM +3.2%, GS +1.7% (mentioned positively in Barron's), STT +1.5%... Select drug names trading higher: AZN +3.9%, GSK +3.8%, NVS +2.1%... Other news: F +12.3% (still checking), VOD +3.4% (Vodafone Qatar pushes ahead with QAR3.4 bln IPO - DJ), CGRB +3.4% (Cramer makes positive comments on MadMoney), AIPC +1.1% (Cramer makes positive comments on MadMoney)... Analyst comments: GE +2.9% (UBS removes Short-Term Sell rating), INTC +1.2% (upgraded to Buy at Caris & Company), E +1.0% (upgraded to Overweight at JPMorgan).

    Allapoole avanevad:

    In reaction to disappointing earnings/guidance: ITW -6.8%... Other news: UTHR -14.6% (announces probable delay in approval timeline for inhaled treprostinil), FLR -5.0% (Citigroup discusses reported cancelation of $15 bln Al Zour refinery), GM -4.4% (still checking), AMD -3.2% (discloses it has received correspondence from Intel related to the 2001 Patent Cross License Agreement), MGM -3.1% (MGM Mirage facing breakup - WSJ), MDT -2.0% (says number of deaths where fractured defibrillator wires may have been 'possible or likely contributing factor' now 13 - WSJ)... Analyst comments: SNDK -5.4% (resumed with an Underperform at BofA/Merrill), ARNA -4.7% (downgraded to Sell from Hold at Canaccord Adams), LNC -2.3% (downgraded to Underweight at Morgan Stanley).
  • The Federal Reserve said industrial production fell 1.4 percent after dropping by a revised 1.9 percent the prior month, which was previously reported as a 1.8 percent contraction.

  • Nagu ütles Faber intervjuus, millele panin hommikul lingi, võib mitte ühegi tõsiseltvõetava põhjuseta aktsia, mis on kukkunud $100 vms pealt $1 peale, rallida lihtsalt kas või ajutiselt tagasi $2, $3, $5 või $10 peale. Olgu siis võimalikeks kandidaatideks positiivsete emotsioonide korral AIG, C, FNM, FRE jne.
  • Taaskord väga ilus tõusupäev. Kolinal kukuvad aga tasulised õppeasutused APOL, CECO, DV, STRA. Neist sai Pro all mõnda aega tagasi juttu tehtud, et kui turg hakkab tõusma, on sealt raha kallite valuatsioonide tõttu tõenäoliselt välja voolamas - päris õige lühikeseksmüümise moment jäi seal seekord aga ära tabamata.

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