K

Plusieurs institutionnels se sont intéressés à Kellogg cette semaine.

>State Street Corp bought 8,422,354 shares

>Mfs Series Trust bought 2,528,751 shares

>Rcm Capital Management bought 1,993,214 shares

>Janus Capital Management Llc bought 1,646,543 shares

Et en début de mois....Cantor Fitzgerald initiated coverage today with a Buy rating and 12-month price target of $63....donc les Analystes pensent qu'il y a un 15-16% à aller chercher là.

Good news or bad news ?

Millions of Chinese workers will lose their jobs next year as the ¥4 trillion ($1 = ¥6.8) government spending comes to an end and the nation's economic growth scales back to 7.5%, CICC (China International Capital Corporation) said Wednesday. The stimulus package has created 5.6 million long-term jobs and 50 million temporary jobs, CICC estimated, adding that 39 million people, including 7.6 million college graduates, are expected to enter the labor market in 2011, but only eight million jobs are likely to be offered.

This Bud' s 4 you

En juillet 2008 , INBEV le géant Belge de la bière achète Anheuser-Busch ( Budweiser ) pour 52 milliards de dollars . L' idée principale de cet achat nous révèles aujourd'hui la stratégie de la compagnie d'avoir une marque mondiale de bière " sportive ". Les investisseurs croient que les retombées du "Mundial" vont être très payantes à long terme.

Anheuser-Bush InBev is going to be a major player off the pitch in South Africa since its flagship brand Budweiser is the official beer sponsor of this year’s tournament. Anheuser-Bush is launching a blitz of TV ads and posters for Budweiser that will far exceed any other brand as part of a marketing campaign that is designed specifically around the World Cup.

Bombardier est-ce le temps d'embarquer ?

La MA50 et MA200 s'embrassent !

Petites nouvelles from China

>Fosun International took a 7.1% stake in Club Med. No financial details were disclosed.

> Laptop sales in China totaled less than two million in May, down from 2.5 million a month earlier, according IDC.

> Beijing, Hong Kong and Shanghai have been selected by Commercial Real Estate Services for the world's top 10 cities attractive to global retailers

Gold...en Daily ou en Weekly...c'est toujours beau

AAPL

CUPERTINO, Calif., June 16 11:41 ET/FirstCall/ -- Apple and its carrier partners took pre-orders for more than 600,000 of Apple's new iPhone 4. It was the largest number of pre-orders Apple has ever taken in a single day and was far higher than we anticipated, resulting in many order and approval system malfunctions. Many customers were turned away or abandoned the process in frustration. We apologize to everyone who encountered difficulties, and hope that they will try again or visit an Apple or carrier store once the iPhone 4 is in stock.

Il ne faut pas être surpris ...seulement 1.2% du float qui est shorté...personnes ne pari sur une débacle du titre à court et moyen terme...même à 267$ l'action.

Moi je suis "hold" sur mes 20 parts à 233$ achetées "live" sur R.P le 21 mai dernier.

Address to the nation

http://cnn.com/video/?/video/politics/2010/06/15/obama.oil.entire.address.cnn

Un résumé de tout ce charabia ?

BUY ! UNG.nyse

http://www.unitedstatesnaturalgasfund.com/

Un signe de fin de récession ?

Tout un retour du secteur du camionnage aux U.S.A .

JBHT.q-CNW.nyse-HTLD.q

R.nyse-CHRW.q-LSTR.q-KNX.nyse

jeux

Best Buy's BBY.nyse va vendre des jeux usagés. Maintenant il faut que la compagnie se fasse une banque de jeux rapidement alors elle va offrir des "gift cards" pour la valeur du jeux. Un cauchemare pour GameStop !
The move, of course, is a direct blow to GameStop GME.nyse , which holds a massive chunk of the used-gaming market. The company previously said used sales have had an annual growth rate of 22% over the last four years, but this will surely slow as Best Buy enters the playing field.

fly me to the moon....

Spirit Airlines a cancellé tout ses vols jusqu'à vendredi à cause de la grève des pilotes.

La compagnie appartient à Oaktree capital management qui sont réputés pour avoir la mèche courte quand quand c'est pas payant...

""Estimates that Spirit will have revenue of $710 million this year, and profits of $25 million. In other words, Spirit brings in less than $2 million a day. A stick that lasts two weeks could eliminate almost all of Spirit’s profits for the next year.""

Si ça tourne mal et que spirit ferme les portes , le grand gagnant sera JetBlue....à regarder le graph il y a déjà des traders qui se sont placé les pieds.

Rumeur

Il y a une rumeur qui court que RIMM.nasdaq RIM.to Research-In-Motion va annoncer une grosse news...la blackberry tablet PC...mieux que le ipad de Apple.

? ok...

lois et réglements

Jun 13 – The Ministry of Health promulgates a regulation on dietary supervision, education, guide and intervention. Jun 10 – A China Securities Regulatory Commission senior official says it is drafting rules banning fund managers from trading stock index future Jun 8 – Liaoning and Gansu provinces have increased their taxes on water resources to ease severe regional shortage.
Ce qui m'énerve chez les Chinois c'est l'omniprésence des lois improvisées...

Soros

Billionaire financier and political activist George Soros is one of the more outspoken investors on Wall Street, and after his recent remarks at a conference in Austria, it’s particularly interesting to see what his fund is bullish on in 2010. According to the transcript provided by NY Times DealBook, Soros explained, “The collapse of the financial system as we know it is real, and the crisis is far from over,” at the Institute of International Finance in Vienna yesterday. Soros Fund Management, which was one of the ten largest hedge funds at the end of 2009 is now actively managed by his two sons, but investors still take keen interest in the fund’s top stakes. During the first quarter, Soros Fund Management was trimming many its largest equity positions , but the fund did increase a number of stakes as well. The firm upped its bets on electronics retailer Best Buy (BBY), telecom giant Verizon Communications (VZ), and satellite television provider DirecTV (DTV) in the first three months of 2010 while paring its positions in the SPDR Gold Trust (GLD), and oil and natural gas plays Hess (HES) and Plains Exploration & Products (PXP).
Elsewhere in the energy sector, Soros was bullish on oil sands giant Suncor Energy (SU), InterOil Corporation (IOC), and Petroleo Brasileiro (PBR).

Beer

C'est pas croyable comment un low float peut faire des miracles ! 14 millions d'actions sur le marché avec 8.2 millions de float....et pas une cenne de dette.