kristjan.lepik / TI / Postitused: 31775
24 Jan 2007 15:08
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- Rev Shark kirjutas eile, et USAs oleks justkui kaks erinevat turgu - tehnoloogiasektor ja vana majandus on liikunud viimasel ajal üsna erinevalt.

- Tehnoloogiasektor viimase nädalaga tublisti müügisurvet tundnud, kuid täna eelturul Nasdaqi futuurid 10 punkti plussis - tasub jälgida, kas päeva jooksul seda plussi suudetakse hoida.

- Peamine põhjus Yahoo (YHOO) ja Sun Micro (SUNW) tugevad tulemused.

- President Bush oma eilse "State of the Union" kõne ajal toetaski ethanol-industry't kommentaariga "President Bush called on replacing 20 percent of the nation's gasoline use with renewable fuels such as ethanol in the next 10 years." Kuid neid aktsiad täna ilmselt pole hea taga ajada, see juba ootustes sees.

- Lõpetuseks üks järjekordne Google meistriteos:

http://tools.google.com/gapminder/

momentum / Spetsialist / Postitused: 2001
24 Jan 2007 15:25
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Google vidinad on ägedad jah. Millegipärast arvan, et tehisintellekt luuakse Googles :)

kristjan.lepik / TI / Postitused: 31775
24 Jan 2007 15:57
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Jup, Google ikka suudab pidevalt oma lahendustega üllatada. Kusjuures päris mitmed lahendused tunduvad rohkem oma lõbuks arendatud. Eks nii head asjad tihti sünnivadki.

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eBay täna õhtul tulemustega, meie eelvaade:

http://www.tarkinvestor.ee/ideed.php?type=invest&idee=26

andrusl / Proff / Postitused: 1208
24 Jan 2007 16:48
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USA turu eelvaade

Maailma börsid:
Hong Kong +0.25%
Jaapan +0.57%
UK +1.14%
Saksamaa +0.45%
Nafta (Brent Crude) 55.04
EUR/USD 1.3004

Futuurid:
DJ 30 +8.00
Nasdaq +8.00
S&P 500 +1.20

Huvitavaid liikujaid:
AMD (Advanced Micro Devices Inc.) - Tulemused alla ootuste, põhjuseks ATI ostmine ning Inteli poolt turuosa võtmine (-5.88%).
ADBE (Adobe Systems Inc.) - Uueks CFO'ks saab endine EMC asepresident Mark Garrett (+1.79%).

Liikujad eelturul:
Plussis: SUNW +9.2%, CTXS +9%, YHOO +4.6%, TRCR +43%, DMGI +35%, JBLU +12%, DSPG +5.7%, NXY +5.1%, MDCO +4.2%, NTLI +3.8%, GLW +3.8%, MT +3.6%, HOKU +2.8%, MU +2.1%, NXXI +10%.
Miinuses: AMD -7%, DSX -6.5%, QLGC -5%, SAP -4.6%, STLD -3.8%, CAL -2.7%, ALU -1.7%, ATI -1.5%, STM -1.4%, AUY -1.2%, NVLS -1.2%.

scorpious / Kasutaja / Postitused: 512
24 Jan 2007 22:34
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Näete, järjekordne karulõks. Karud on viimased pool aastat kõvasti haiget saanud. Hakkan juba mõtlema, et see ohustatud liik sureb vist varsti üldse välja.

kristjan.lepik / TI / Postitused: 31775
24 Jan 2007 22:37
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Eks siis kui pidulikult karud punasesse raamatusse kantakse, hakkame kukkuma. Aga turg ilus küll, tehnoloogiasektori tõus üsna impressive. Aga nagu olen öelnud, majandustulemuste hooajal ongi turg selline heitlik - tulemuste mõjul võidakse eelmise päeva trend pea peale pöörata.

Täna peale börsi EBAY, QCOM ja NFLX (homme Microsoft)

ja nii mõnedki straddle ideed - HTCH, NETL, PLXS, FFIV. Tegus õhtu tulemas.

kristjan.lepik / TI / Postitused: 31775
24 Jan 2007 23:17
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Cody Willard realmoney.com'ist kommenteerib tänaseid õhtuseid tulemusi:

I spent last night and this morning reviewing the latest earnings results. Not surprisingly, the upshots are that the semiconductor sector still has a lot of glut issues and that the economy, while OK, has cooled. The consumer is hanging tough, and wireless is very problematic from an investment perspective, as profits are tough to come by. Wireless unit growth will be great this year; it's just that the price points are dropping.

On that note, tonight offers a full slate of earnings on tap from which to build our analysis further. Here's a look at what's ahead.

Qualcomm (QCOM)
Wireless, as noted above, has been problematic, with lots of inventory gluts and a move to the lower end of the market. That said, I've read very little analysis that hasn't already declared doom for Qualcomm. Such doomsday dynamics around this stock likely mean a lot of bad news is priced in, and anything less than horrible might get the stock rallying. I think Qualcomm is good for a trade to the long side into tonight's call, but my conviction level isn't high enough for me to make a bet on it.

Novellus (NVLS )
This company seemed to be losing market share even when the semi-supplying market was strong. The inventory glut rampant in most semi subsectors is trickling down to capex cuts around the industry, and that means Novellus is really going to be in trouble. I've long lamented not being short this name, and while I won't make a pre-earnings bet on it, I do expect to build a net-short position here depending on what I hear on the call tonight.

eBay (EBAY)
This company has warned and warned and warned again. I think it might have finally gotten estimates low enough now that I'd love to make a long-side bet on this name. But again, I'd like to see some proof in the pudding tonight that would confirm my analysis.

F5 Networks (FFIV )
Citrix's (CTXS) business was fine, and since F5 has been taking share from Citrix, that probably means it will have some good numbers tonight. I used to love F5, and I do think it has some great products and positioning to ride the Internet video revolution, but as Scott Moritz has outlined via some great reporting, there's a lot of reasons not to trust management here. I don't, which makes this stock symbol cordoned off from my buy button.

pohlad / Kasutaja / Postitused: 565
24 Jan 2007 23:20
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Tänane tundub pigem pullilõksuna ja homme müüakse tänane tõus jälle maha. Siiski on nüüd olnud piisavalt pikalt külgsuunas liikumist, mis karud liiga julgeks teinud, seega suurem korrektsioon liigub veel edasi ja kukkumine muutub aina valusamaks.

sahtel / Kasutaja / Postitused: 125
24 Jan 2007 23:57
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Fred Jüssi appi ehk?

kristjan.lepik / TI / Postitused: 31775
25 Jan 2007 00:03
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PLXS halted

kristjan.lepik / TI / Postitused: 31775
25 Jan 2007 00:04
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Lõhnab tublisti allapoole:

16:03 PLXS sees Q2 $0.15-0.19 vs $0.35 Reuters consensus; sees revs $345-355 mln vs $401.00 mln Reuters consensus

Daddy / Proff / Postitused: 109
25 Jan 2007 00:05
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Reuters teab rääkida, et EBAY optsioone on kõvasti kokku ostetud

In eBay Inc, <EBAY.O>, February upside call options are heavily bid ahead
of earnings after the bell. Investors bought about 30,000 February 30 calls,
25,000 February 32.5 calls and 15,000 February 27.5 puts, said Susquehanna.
Financial Group options strategist Stacey Briere Gilbert. She noticed players
purchased on Monday at least 40,000 Feb 30 calls, and at-the-money February
volatility stood at roughly 53 percent.
"Yesterday volatility levels closed lower due to increased option selling,
but today February volatility is back to 54 percent," she said. Susquehanna's
Internet Analyst has a positive rating on eBay. eBay is $30.02, up 4.93
percent.

kristjan.lepik / TI / Postitused: 31775
25 Jan 2007 00:08
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16:25 hakatakse PLXS hindu näitama ning 16:30 kauplema.

scorpious / Kasutaja / Postitused: 512
25 Jan 2007 00:15
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Elu näitab, et liiga riskantne on mängida languse peale.
Ohutum on ettevaatlikult osta arenevate turgude indekseid, kui minna tippu püüdma. Võibolla kunagi saabub korrektsioon, tõenäosus on pigem tõusu kasuks. Pidu võib veel pikalt kesta.

kristjan.lepik / TI / Postitused: 31775
25 Jan 2007 00:16
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16:15 EBAY prelim $0.31 vs $0.28 Reuters consensus; revs $1.72 bln vs $1.67 bln Reuters consensus
16:16 EBAY sees Q1 $0.28-0.30 vs $0.29 Reuters consensus; sees revs $1.67-1.72 bln vs $1.70 bln Reuters consensus
16:16 EBAY sees FY07 $1.25-1.29 vs $1.24 Reuters consensus; sees revs $7.05-7.30 bln vs $7.16 bln Reuters consensus
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Esimese reaktsioonina 2.3 USD ülespoole

Daddy / Proff / Postitused: 109
25 Jan 2007 00:17
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EBAY Q4 EPS (non-GAAP) $0.31 Revenue $1.7 mld

Korralik!

kristjan.lepik / TI / Postitused: 31775
25 Jan 2007 00:19
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NFLX päris korralikke ameerika mägesid teinud järelturul, kui hetk aega, panen speedy'le graafiku ka.

kristjan.lepik / TI / Postitused: 31775
25 Jan 2007 00:24
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FFIV conf call hakkab 23:30, aktsia juba päris kenasti kukkunud, enne seda paras katta, kolmandiku straddle positsionist katsin aktsiatega 66.00 pealt.

trx / Kasutaja / Postitused: 528
25 Jan 2007 00:31
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EBAY mõju on näha ka AMZN-s.
AMZN tulemused 01 veeb.

kristjan.lepik / TI / Postitused: 31775
25 Jan 2007 00:50
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Muuseas, tänane S&P 1440 punkti oli uus 75 kuu tipp ..