Rachat d'actions

INK Research indique que plus de 140 sociétés canadiennes ont puisé dans leurs surplus de liquidités pour racheter de leurs actions . Les deux championnes ont été le fabricant du BlackBerry Research In Motion (410 M$), et le conglomérat média Rogers Communications (329 M$). Quatre des dix compagnies qui ont investi le plus pour racheter de leurs actions au cours du trimestre ont leur siège social au Québec. Il s'agit du Canadien National, de BCE, du Groupe CGI ainsi que de l'épicier Metro.
" Nous adorons les entreprises qui rachètent leurs actions, car habituellement, elles le font parce que leur titre est sous-évalué ", dit Marc L'Écuyer, gestionnaire de portefeuilles chez Cote 100.

Du coté Américain il y en a pour 15 milliards de dollard seulement en décembre...!

Aetna Inc. (NYSE: AET), Chubb Corporation (NYSE: CB), ConAgra Foods, Inc. (NYSE: CAG), Encana Corp. (NYSE: ECA), The Home Depot, Inc. (NYSE: HD), Intel Corporation (NASDAQ: INTC), Markel Corp. (NYSE: MKL), Safeway Inc. (NYSE: SWY), Stryker Corp. (NYSE: SYK) et (NASDAQ: TEVA).

Dividend

The Board of Directors of General Electric Company (NYSE: GE) today raised the Company’s quarterly dividend 17% from $0.12 per outstanding share of the Company’s common stock to $0.14 per outstanding share of the Company's common stock. The Board declared that the dividend is payable January 25, 2011 to shareowners of record at the close of business on December 27, 2010. The ex-dividend date is December 22, 2010.
“We are able to increase the GE dividend for the second time this year because of continued strong cash generation, accelerated recovery at GE Capital and solid underlying performance in our Industrial businesses through year-end 2010,” GE CEO Jeff Immelt said. “In addition, the Company plans to continue capitalizing on complementary and financially attractive inorganic growth opportunities, opportunistic share repurchases and investing in innovation as part of our thoughtful capital-allocation efforts.”

Paperless

According to a survey of 1,000 iPad users by the Reynolds Journalism Institute, many owners of the tablet computer use it “consume news.” More than 58% of the respondents “who subscribe to printed newspapers and use their iPad at least an hour a day for news said they are very likely to cancel their print subscriptions within the next six months,” according to a press release. This raises some interesting questions.
Newspapers are not going to be able to charge premium subscription rates. In fact, participants in the survey cited “a price lower than the price of a print subscription” as the reason why they would buy a subscription to a news aps or an iPad newspaper subscription. Readers are used to getting content basically for free though paywalls are springing up. The other challenge will be is in creating a unique user experiences. Having only static text and pictures just is not going to cut it. Publishers, though, have plenty of opportunities.
For one thing, iPad users are bound to attract advertisers eager to reach their educated and well-heeled audience. More than half the respondents — 55.6% — said they had an annual household income of $100,000. The average age of all respondents is 48. That’s not the young demographic that advertisers covet, but it’s not bad either.
That is probably the reason why Rupert Murdoch is developing an iPad only publication called The Daily which he calls his “No. 1 most exciting project.” The iPad isn’t the savior of the newspaper industry but it may slow its fade into oblivion.

Question Quiz à 35 milliards en cash

Que faisait Warren Buffet dans les bureaux de Black Thunder Mine cette semaine ? "" According to coverage by Energy & Capital, employees at Arch Coal’s Black Thunder Mine alerted the Web to Buffett’s visit via Twitter and Facebook comments, but when the local media contacted the coal company, it directed inquiries to Berkshire ""

ACI.nyse

http://en.wikipedia.org/wiki/Black_Thunder_Coal_Mine

http://legaga.com.hk/

J'ai mis des billes dans le producteur de légumes Chinois Legaga à 7.20$ aujourd'hui.

J'ai le feeling que c'est une attaque de shorts pour faire tomber les "stop-loss orders".

...à suivre...

ADM.nyse VLO.nyse PEIX.q

http://www.reuters.com/article/idUSTRE6B74PU20101208

The tax bill negotiated between President Obama and Republican legislators reportedly contains an extension to the various government supports for ethanol producers. The Renewable Fuels Association has said that the extension is "“part of the deal at the moment.""

Un "blue chip" Chinois avec une 50 qui passe la 200

...a blue-chip stock is stock in a company with a national reputation for quality, reliability and the ability to operate profitably in good times and bad

China Life Insurance Co LFC.nyse , the nation's biggest insurer by market value, generated ¥140 billion ($1 = ¥6.7) in premium incomes from individuals in the first 11 months of 2010.

dangdang.com 133 199 trades aujourd'hui...wow!

We have another IPO from China today that may look like a NASDAQ IPO but it is a New York Stock Exchange IPO. E-commerce China Dangdang Inc. (NYSE: DANG) priced at a premium for its initial public offering of 17,000,000 American Depositary Shares. The deal was priced at $16.00 per ADS, but the range was lifted once and it priced even higher. The initial price range was put at $11.00 to $13.00 per share. Then the deal was raised to $13.00 to $15.00 per share. $16,00 represents a premium even to the premium. Of the offering, some 13.2 million ADSs are being sold by the company and 3.8 million shares are being sold by shareholders.

Howard

Bon , voilà ! Tout le monde sait que Howard Stern termine son contrat avec SIRI.q de 5 ans/500 M le 31 décembre. Les négos semblaient bien aller mais il y a du nouveau....

Stern devoted a portion of his broadcast to blast Sirius/XM Chief Financial Officer David Frear for speaking publicly about his negotiations, suggesting that the shock jock would likely have to take a pay cut to remain with the company at Monday’s UBS Media Conference.
“I am not taking a f—ing paycut,” Stern told his listeners Tuesday. “Why would I have to take a pay-cut? …Who is this guy to say this in public?”

“Never mind getting respect from the industry, I want respect from the company.”

Rien pour calmer la plus grosse rumeur ...disons la dernière de 2010 que l'Animateur

aurait reçu une autre offre...intéressante...

.... an exclusive three-year, $600 million deal to take his show to Apple’s iTunes. Stern commented on the rumors on Monday’s show, claiming that he has been talking to a lot of companies and has been tight-lipped about his next gig because he didn’t know what it will be. As for the even more impressive salary such a deal would offer: “Three years, $600 million?” he said. “That’s better than Derek Jeter!”

Oups...

Le 24 novembre dernier Anacor Pharma qui voulait lever en IPO un peu plus de 84 millions de dollars ( 4,7M à 18.00$) a frapper un mur. Le manque d'intérêt des investisseurs privés a fait reculé la deutsche bank et la CITI et voilà qu'à son entrée en bourse l' offre à été de 60 millions ( 12M à 5.00$ ).Nous voyons ici un essoufflement des " institutionels " pour le risque et mettre en circulation des parts à 5$ c'est plus facile à vendre à des petits investisseurs.

....watch list quand même !

http://www.anacor.com/

Anacor Pharmaceuticals, which is developing treatments for nail fungus and psoriasis using boron-based chemistry. ANAC.q which was founded in 2000 and booked $15 million in sales for the 12 months ended June 30 .

The iPad 2 (not its official name)

Taiwan’s Digitimes is reporting that Foxconn’s plants in Shenzen, China, are preparing to ship the iPad 2 for Apple Inc. “within the next 100 days with initial shipments to reach 400,000-600,000 units.” Digitimes cites its sources as “Taiwan-based component makers,” who “have all been notified of the shipments schedule.

Rare Earths...les Japonais arrivent...

Molycorp Inc. (NYSE: MCP) is surging higher on reports that Sumitomo is considering a stake in the company. The move would be a game changer even if it is not lacking in surprise. Now that China has made waves in the rare earth elements and rare earth oxides after limiting exports and after the looming ‘classified’ materials status in 2011, the cost of acquiring and securing rare earth elements may matter far less than actually getting steady REE/REO supplies ahead.
China supplies what is widely reported as being in the vicinity of 95% of the REEs/REOs for the world. What makes Molysorp so interesting and unique is that it has proved reserves and it did have operations that had been halted years ago in the materials. It operates the Mountain Pass mine, a non-Chinese rare earth deposit here in the United States.
Rare Element Resources Ltd. (AMEX: REE) is up with Molycorp today even if it considered far more speculative even by speculators. Its shares are up over 13% at $11.17 while Molycorp shares are up over 16% at $32.34. These stocks have become very big cult stocks around the rare earth trends of late.
Market Vectors Rare Earth/Strategic Metals ETF (NYSE: REMX) is higher as well on the rumors.

IPO

Depuis le 1er Octobre 2010 , il y a eu 43 compagnies qui sont entrées en bourse du coté Américain.

Voici les meilleurs IPO et les pires...les autres sont plutôt stables

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ZGNX 44% ARX21% LPLA 17% BAH 12% IPHI 39% NOAH 50% RDA 65%

TFM 72% SODA 75% XUE 26% BOX 36% VRA 126% TOWR 24% XRS 60% NTSP 41%

PACH -17 % MCOX -37% CTE- 37% GNOM -17% LZEN- 11%

Deckers Outdoor Corporation

Quand DECK.q a acheté en 1995 la compagnie Australienne de bottes UGG ...Deck ne s'attendait pas qu'un jour cette marque représenterait plus de la moitié de son chiffre d'affaire. Est-ce que les "luxury sheepskins boots" vont continués à être à la mode dans les années à venir ? La compagnie viens justement de signé Tom Brady pour promouvoir les produits pour homme qui sont plus difficile à vendre.

ZGNX sur la watch list

Zogenix which recently IPO'd for $4 is a pharmaceutical company commercializing and developing products for the treatment of central nervous system disorders and pain. Our first commercial product, Sumavel™ DosePro™ (sumatriptan injection) Needle-free Delivery System, was launched in January 2010. Sumavel DosePro offers fast-acting, easy-to-use, needle-free subcutaneous administration of sumatriptan for the acute treatment of migraine and cluster headache in a pre-filled, single-use delivery system. They recently got approval in Denmark for the needle-free version of the migraine treatment sumatriptan.

http://www.zogenix.com/

http://www.youtube.com/watch?v=CmnjblgKoYU

La reprise "molle"

Il y a six mois, beaucoup d’experts pariaient sur un rebond rapide de l’économie mondiale. La crise grecque et les plans d’austérité ont tué leurs espoirs.

En juin dernier, la sortie de crise semblait en effet plutôt bien engagée. L’économie américaine créait à nouveau des emplois, l’Allemagne affichait un taux de croissance admirable (2,2% au deuxième trimestre), la production française retrouvait de l’ardeur (+ 1,6% en mai) et les exportations japonaises rebondissaient (+ 8% en juin)… Et, là, tout va de mal en pis : le marché immobilier américain recommence à s’effondrer, le taux de chômage repart à la hausse dans la zone euro, le système bancaire irlandais vacille.

Pris de cours, les économistes et les ANALystes qui misaient jusque-là sur une reprise en «V», avec un rebond rapide de l’activité, ont changé leurs hypothèses. Tous disent la même chose maintenant, une croissance molle dans l’ensemble des pays développés pendant encore deux ou trois ans.......et les experts du FMI confirment «Le ralentissement sera quasi* général en 2011».

* alors....où sur notre planète il n'y aura pas de ralentissement ?