I'll be back soon..

680 em Messages en 2011....

Merci de venir faire votre tour ici de temps-en temps

Bonne année !

A list of ten stocks which may disappear in 2012.

Alimera Sciences, Inc. (NASDAQ: ALIM); AMR Corporation (NYSE: AMR); American Apparel, Inc. (AMEX: APP); Eastman Kodak Co. (NYSE: EK); Energy Conversion Devices, Inc. (NASDAQ: ENER); FriendFinder Networks, Inc. (NASDAQ: FFN); Nortel Networks Corp. (NRTLQ); Pinnacle Airlines Corp. (NASDAQ: PNCL); Reddy Ice Holdings, Inc. (RDDY); YRC Worldwide Inc. (NASDAQ: YRCWD).

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American Apparel, has so far managed to avoid being delisted and so far managed to avoid a bankruptcy through a shaky history. Still, things have been sketchy here for so long that even a near-40% jump in shares from $0.57 to $0.75 since its early December business update showed improving store sales metrics. This company has managed to survive on less than $10 million in cash but still has a net tangible value of $56 million despite a loss in 2010 of $86 million. Here is the caveat” American Apparel has managed to exist in this diminished state for some time and its controversial CEO has managed to hang on. Maybe the company can pull a rabbit out of a hat and turnaround.

Je suis dans une cage avec ce merdeux...pas sûr d'être là pour les prochains résultats en Février.

"Pauvres" Grecs

La Grèce a annoncé aujourd'hui avoir vendu quatre Airbus A340 usagés à une société de Miami spécialisée dans la vente d'avions d'occasion, Apollo Aviation, pour 40,4 millions de dollars pour s'assurer des liquidités.

Un communiqué du gouvernement indique que la vente a été approuvée par un comité ministériel de cinq membres chargé de la privatisation. Une source au ministère des Finances a donné le prix.

"Apollo Aviation Group a été le plus offrant", a précisé le gouvernement.

Les quatre appareils appartenaient précédemment à la flotte de Olympic Airlines, la compagnie aérienne d'Etat privatisée en 2009.

bio pharma

Il y a encore des gros investisseurs qui mettent des dollars à risque dans les bio-pharmas.

Peter Kolchinsky reported 7.32% passive stake in Endocyte According to a regulatory filing, now RA Capital Management has 2.62 million shares in the stock. RA Capital Management initiated its ECYT position during the third quarter and reported 393 thousand shares at the end of September, so its position is up 566% now. The filing also indicates that Peter Kolchinsky bought the shares on December 13th when ECYT dropped more than 60% within one day. The stock is currently trading at $3.42, losing 56% in 2011.

Kolchinsky is the co-founder and general partner of RA Capital Management. He graduated from Harvard with a Ph.D. in virology in 2001. After graduation he got $4 Million from Vertex Pharma co-founder Rich Aldrich and started picking biotech stocks at RA Capital. In 2002 he broke even when the S&P 500 index lost 22%. By the end of 2003, the initial $4 Million investment became $13 Million. Boston-based RA Capital invests in companies with promising drugs and technologies.

http://www.endocyte.com/

Endocyte, Inc is engaged in developing therapies for the treatment of cancer and inflammatory diseases. Endocyte uses its technology to create small molecule drug conjugates (SMDCs), and companion imaging diagnostics. It is developing a number of different targeting ligands for a range of cancers and inflammatory diseases.”

IMAX

En Octobre dernier, un article sérieux prédisait un grand succès en salle pour le dernier de la série " mission impossible "... Le Hollywood Reporter n'hésitait d'ailleurs pas à titrer "Tom Cruise is back" !

Les 11 millions de dollars prévus pour la première semaine ont été engrangé en 3 jours !

Mission Impossible: Ghost Protocol" performed well in all theaters over the Christmas weekend and beat new films "The Adventures of Tintin," "We Bought a Zoo," "War Horse," and "The Girl With the Dragon Tattoo."

Select locations, around 42 IMAX screens, featured a six minute prologue to the upcoming "The Dark Knight Rises" movie. This added intro helped build excitement for what is shaping up to be the biggest movie release of 2012. The current lineup for Imax screens in 2012 is:

• 01/20 Underworld Awakening
• 02/10 Journey 2: The Mysterious Island
• 03/02 The Lorax
• 03/09 John Carter
• 03/30 Wrath of the Titans
• 04/06 Titanic 3D
• 05/11 Dark Shadows
• 05/25 Men in Black 3
• 06/15 Jack the Giant Killer
• 07/03 The Amazing Spider-Man
• 07/13 Ice Age: Continental Drift
• 07/20 The Dark Knight Rises
• 11/21 Gravity
• 12/14 The Hobbit: An Unexpected Journey

The 2012 lineup is shaping up nicely with clear blockbusters in "Men in Black 3," "The Amazing Spider-Man," "The Dark Knight Rises," and "The Hobbit." "The Dark Knight Rises" will likely lead all movies in box office revenue for the year and it is a positive sign to see as an investor that it will be on IMAX screens.

Along with the success of "Mission Impossible: Ghost Protocol," Imax has had many positive events happening in December including:

• Signing of two theaters in Indonesia, first in the large country. One will be open by May 2012 and the other in 2013.
• Two more theater deals signed for China bringing the country’s theaters open or in backlog to 207
• Signed deals for over 200 total theaters in 2012.
• The release of "Flying Swords of Dragon Gate" released exclusively in China Imax theaters: Earned $2.5 million opening weekend on 59 Imax screens for an average of $42,400.

Even though the company has missed earnings three of the last four quarters, I think the $1.06 predicted for next fiscal year is extremely conservative.

SU Sears

The numbers do not add up. Sears Holdings has over 4,000 full-line and specialty stores. Same-store sales for the eight weeks which ended December 25 were down 5.2%. That figure represents a sharp acceleration of negative numbers from the earlier part of 2011. But, Sears Holdings only plans to close 100 to 120 Kmart and Sears Full-line stores.

Sears is in great enough trouble so that shuttering 3% of locations barely dents the problem. The Kmart and Sears store networks must have a larger portion of their outlets which underperform enough not to be profitable, or are only marginally so.

Sears problems are not new. If they were management could make the argument that it might turn the retailer around with only modest store cuts. But, Sears is now struggling to stay a viable company. A 3% cut in locations is not nearly enough.

Et selon certains ANALystes, les ventes sur le net sont très décevantes...rien pour aider.

HDV / quand les dividendes rassurent...

iShares High Dividend Equity Fund : This ETF provides investors with exposure to 75 U.S. companies that have provided relatively high dividend yields on a consistent basis. Top holdings include AT&T, Pfizer, Johnson & Johnson, Procter & Gamble, and Intel

POLL

Un sondage éclair donne le poul des boursicoteurs Américains en ce début d'Année.

( What are your predictions for 2012? Which way will stocks go? What about oil and gold? What will happen with the eurozone crisis, or U.S. unemployment? Any under-the-radar stocks or ETFs worth keeping an eye on? )

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It is going to be a “great year”! Even though there will be slight improvement in Europe, Americans are sick of hearing about European problems, and will once again focus on the home front. This will lift sprits and markets will rise. The economic outlook in this country is not that bad, at least as bad as the “talking heads” try to report it for the sake of having something to say in front of the cameras. “People are spending money, and enjoying life.”

Energy will lead the way, with natural gas production coming into the forefront; Chesapeake Energy has a foothold in all energy positions such as land, production, and transport.

Everyday use stocks such as coffee will rise due to daily usage companies like Coffee holding Company , Starbucks and Caribou will be a profitable venture for both long & short positions.

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Very bad. 2008H2 replay in 2012H1.

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I don't know but prepare for some major mayhems, both up and down.

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My "guess" is the market finishes higher in 2012, I believe the economy is improving slowly and will continue to do so, get Europe out of the news the US market moves higher.

Energy will be a good sector next year, although natural gas prices will remain low in the US. Oil goes higher for multiple reasons, geo-political risks (Iran) and improving world economies. I have felt gold has been in a bubble for over a year, so I don't see it going higher.

I am a slow and steady investor so I don't have any "hot" stock picks, I will stick with my MCD, KO and others.

Obama will be re-elected in a very close race, mostly due to the Republicans not having a strong candidate. Republicans maintain control of the House and the Senate becomes split 50/50.

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My guess is:
- another volatile year for stocks. I think SPX will finish 2012 flat or a little higher
- gold at $2000, oil at $120
- European problem not solved, only temporarily patched up

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US 10 year end up at 3.25%
S&P 500 ends the year flat at 1250
Apple over $500/share at some point in 2012
Euro stabilizes at 1.20 as they will be forced to print even more than the US.
At least one financial system stability scare related to China
Precious metals have a strong year
Oil at $120
Natural Gas rebounds to $5/MMcf as increased demand / reduced drilling drives up prices into the 2013 heating season.

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S&P up 10-12%. Stocks are undervalued in comparison to interest rates and bonds. I would look at industrials like dow, financials like axp, defense names like noc and stable companies like pg, pm, duk ,kand finally spice some things up with some shares of nintendo

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In the first half of 2012, the US economy continues to improve, leading to declining unemployment, and German and French politicians refuse to let Europe implode. As a result, US stocks climb a wall of worry. Mega caps, the cheapest stocks in the market, outperform small caps, and dividend-payers outperform non-dividend-payers as growing numbers of retirees look for yield.

In the back half of 2012 or H1 2013, concerns grow about the longer term economic outlook, due to demographics and rising taxes and spending cuts as governments strive to improve their balance sheets. Capital gains taxes rise, and there's even discussion about raising taxes on dividends, although that's highly unpopular with retirees. With the economic recovery priced-in, those concerns lead to a market pull-back in the back half of 2012 or H1 2013.

The Fed keeps rates low throughout 2012, so there's no real movement in bond prices, leading to weak total returns. With no sign of inflation, gold goes nowhere.

Within an overall market, contrarian, deep-value stocks like the defense names General Dynamics , Lockheed Martin , Northrup Grumman and Raytheon do best.

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The Paulson gold fund lost 10.5% of its value this year...

J'ai hâte de voir ce que le grand maître de la pépite va faire dans les prochains mois...

BYD MGM LVS à surveiller

The Nevada Gaming Commission unanimously approved regulations drafted by the Nevada Gaming Control Board that could make Nevada the first state to provide online gambling within its borders.

Earlier this year the Nevada state legislature passed legislation allowing for intrastate online gaming. In June, Governor Brian Sandoval, a former Nevada Gaming Commission Chairman, signed the legislation into law. Earlier this year, Washington, D.C., became the first U.S. jurisdiction to pass a law allowing online gambling played within its geographic limits, but the law has still not been implemented. Several other states have debated or introduced bills that would legalize online gambling within its borders.

The Nevada regulations would allow the state’s casinos to launch gambling websites for players within the state’s borders by the end of 2012. Six companies have already filed an application for a Nevada license. The main operator of the website must be a casino company, but other companies will be allowed to provide software or other services to the websites.

The regulations state that all bets received by the website must be placed within Nevada until federal law changes or the Justice Department states that bets may be accepted from outside the state.

Joyeux Noël Brian !

The list of reasons that Best Buy’s NASDAQ: BBY board should fire CEO Brian Dunn just got longer. A number of orders made by customers from bestbuy.com will not be delivered by Christmas. And, Best Buy told some of the customers about the problem in only the last day or so.

According to Gizmodo Best Buy has reacted to the situation with the following statement,

“Due to overwhelming demand of hot product offerings on BestBuy.com during the November and December time period, we have encountered a situation that has affected redemption of some of our customers’ online orders. We are very sorry for the inconvenience this has caused and we have notified the affected customers.”

Best Buy has been one of the most poorly run large companies in America for a number of quarters. Wall St. was deeply disappointed recently when the retailer posted a 22% drop in earnings to $.42 for the quarter that ended on November 26. Best Buy said same-store sales in the next fiscal year will drop 3%.

Best Buy shares have fallen from a 52-week high of $36.33 to $22.99, near a 52-week low. Dunn has been at the retailer for 25 years, and has been CEO since 2009.

Un stock a mettre dans liste d'achat en 2012 / vision moyen-long terme

Le prix du gaz naturel était l'été dernier à 4,80$ le 1000 pieds cube...et présentement il tourne au alentours de 3,20$. Pourtant en 2008 le prix était à 13$ ! Le développement des " shale gas" en est la cause...

Les plus gros utilisateurs de gas naturel sont des multinationales comme Dow Chemical,Dupont etc... veulent que les prix demeurent bas mais Exxon et Chesapeake par exemple pensent le contraire.

Une petite compagnie va changer changer le mood négatif sur la ressource.

CHENIERE ENERGY INC /LNG.amex

Cheniere’s original plan was to build an import facility in the Gulf of Mexico to convert liquefied natural gas (LNG) back to a gas and pipe it onshore for sale. The boom in shale gas production killed that idea, but the company’s plant at Sabine Pass texas is built and now the company wants to convert the plant to an export facility that would liquefy US-produced natural gas, load the LNG onto tanker ships, and send it to Japan or India or Korea where prices are nearer $13/tcf .

Les USA vont devenir des "exportateurs" de gas liquéfié dans les prochaines années et CHENIERE va en profiter ...à moins que les grands manufacturiers achètent les "politicos".

U.S. officials will soon weigh in on a fight between companies that want to export some of America's fast-growing supply of natural gas and big manufacturers that oppose the exports because they rely on cheap domestic gas.

iPhone update

La longue attente de l'iPhone 4S a permis à Apple de gagner des parts de marché aux Etats-Unis et au Royaume-Uni, mais le groupe californien cède du terrain ailleurs en Europe.
"En Grande-Bretagne, aux Etats-Unis et en Australie, le nouvel iPhone d'Apple continue de s'envoler des rayons à l'approche de Noël. Mais cette tendance est loin d'être universelle", a déclaré Dominic Sunnebo, directeur des études au cabinet Kantar Worldpanel ComTech.
Le marché des smartphones est actuellement dominé par Google , qui a fait une incursion remarquée en offrant gratuitement son système d'exploitation Android aux fabricants de combinés comme Samsung Electronics, Sony Ericsson, LG Ericsson et Motorola Mobility.
Google a une part de marché comprise entre 46 et 61% sur tous les marchés.
"En Allemagne, Android culmine à 61% de parts de marché sur la période comprise entre septembre et novembre, et le Samsung Galaxy S II est en tête des ventes".
Selon le cabinet Kantar, la part de marché d'Apple a grimpé, entre septembre et novembre, pour atteindre 36% aux Etats-Unis contre 25% un an plus tôt sur la même période. En Grande-Bretagne, elle est passée de 21% à 31%.
En revanche, en France, la part de marché du créateur de l'iPhone a reculé à 20%, contre 29% l'année dernière. En Allemagne, elle est passée de 27% à 22%. En Italie et en Espagne, les mêmes phénomènes ont été observés.

50 million unique monthly visitors and 20 million members

TripAdvisor, Inc. (NASDAQ: TRIP) is the world's largest travel site, enabling travelers to plan and have the perfect trip. TripAdvisor® offers trusted advice from real travelers and a wide variety of travel choices and planning features with seamless links to booking tools. TripAdvisor-branded sites make up the largest travel community in the world, with more than 50 million unique monthly visitors*, and over 50 million reviews and opinions. The sites operate in 30 countries worldwide, including China under daodao.com. TripAdvisor also operates TripAdvisor for Business, a dedicated division that provides the tourism industry access to TripAdvisor's millions of monthly visitors.

TripAdvisor's subsidiaries include: www.airfarewatchdog.com, www.bookingbuddy.com, www.cruisecritic.com,www.everytrail.com, www.familyvacationcritic.com, www.flipkey.com, www.holidaylettings.co.uk,www.holidaywatchdog.com, www.independenttraveler.com, www.onetime.com, www.seatguru.com,www.sniqueaway.com, www.smartertravel.com, www.travel-library.com, www.travelpod.com, www.virtualtourist.com,www.whereivebeen.com, and www.kuxun.cn.

RIM ...la rumeur s'installe

Shares of Research in Motion are up 77 cents, or 6%, at $13.29, and were up 11% earlier, following a report last night by Reuters’s Nadia Damouni that the company had been the target of takeover efforts, however slight, this summer by Amazon.com , and others, though RIM spurned those offers, preferring to focus on their own turn-around efforts.

A piece in this morning’s Wall Street Journal by Will Connors, Joann Lublin, and Anupreeta Das extends that idea with remarks about Nokia and,Microsoft having in “recent months” considered buying RIMM. Both pieces are anonymously sourced.

In response to that, in part, ThinkEquity’s Mark McKechnie this morning raised his rating on the shares to Buy from Hold, writing that the current price undervalue’s the company’s $5 billion worth of patents, $3 in cash per share, and its BlackBerry messaging service.

While it's great U2 raked in $130 million last year as the world's biggest-selling music act, according toForbes, that sum wouldn't even cover the amount Bono lost on his worst investment.

When Bono bought a stake in private equity firm Elevation Partners in 2004, it gave him a nearly 30% stake in Palm, including stock worth an estimated $325 million. In the pre-iPhone smartphone market, that wasn't too shabby.

When Palm fumbled the Pre, however, and the iPhone surged in market share, that investment started to look a lot more shaky. It got worse when H-P bought Palm for $1.2 billion last year, but only valued Palm shares at $5.70 when they were trading at $18 just a year before. The whole deal set Bono back $140 million and, while it's tough to top U2's Pop album as a career low point, his disastrous Palm investment trumped it in Bono's typically grand fashion.

Les Goldeux

Semble que le doute est installé dans la tête des Goldeux....ceux qui regardent les graphiques.

Un retournement est attendu sur la "pépite"....sinon va y avoir un sell-off ....qui en passant est commencé sur les stocks majeures.

hej min kärlek SAAB

Saab Automobile filed for bankruptcy Monday after attempts by Chinese investors to take over the loss-making brand were blocked by previous owner General Motors Co.

Saab CEO Victor Muller personally handed in the bankruptcy application to a court in southwestern Sweden, ending his two-year struggle to revive the more than six-decades-old car maker, known for its rounded sedans and quirky design features.

The Vanersborg District Court was expected to approve the application later Monday.

While experts say the company is likely to be chopped up and sold in parts, local officials in the town of Trollhattan, where Saab employs more than 3,000 people, were holding out hope that a new buyer would emerge to salvage the brand.

Microsft

Skype a couté 8.5 Milliard$ à MSFT.....à 13.00 $ us l'action , le géant Américain pourrait mettre la main sur RESEARCH IN MOTION LIMITED pour 6.8 Milliard$

une aubaine !

...la fin des 100 Watt

The law to phase out traditional incandescent light bulbs was promoted as a simple, almost painless, change when Congress first passed it. By requiring that light bulbs use at least 25 percent less electricity, starting in 2012, the nation would use less energy, manufacturers would invent more efficient types of bulbs and the planet would be spared millions of tons of carbon emissions every year.On Friday, the House voted to delay enforcement of the new standards until at least Oct. 1, with the Senate expected to agree, as part of a last-minute budget deal to keep the government operating through the rest of the fiscal year.

At present, 60 percent of sales are standard incandescents, 25 percent are compact fluorescents, 10 percent are halogen incandescents (which meet the new efficiency standards) and 5 percent are L.E.D.’s.

Selon certains analystes, les ventes de LED pourraient passer à 15% suite à la disparition des ampoules de 100 watt standards.

http://www.creeledlighting.com/

le vieux aime NRG

Warren Buffett’s MidAmerican Energy Holdings agreed to buy a 49 percent stake in NRG Energy Inc. (NRG)’s $1.8 billion Agua Caliente solar project, the billionaire’s second investment in solar this month.
The 290-megawatt power plant is being built in Arizona by First Solar Inc. (FSLR).

ZNGA.nasdaq

Le festival commence aujourd'hui !

Avez-vous confiance aux Femmes ? ( avec leurs cartes de crédit )

Michael Kors, a global luxury lifestyle brand with a presence in 74 countries, raised a greater-than-expected $944 million by offering 47.2 million shares at $20, above the range of $17 to $19. All shares were sold by existing shareholders. The company had originally filed to sell 41.7 million shares. At the $20 offer price, Michael Kors will command a market value of $4.1 billion. Michael Kors will list on the NYSE under the symbol KORS. Morgan Stanley, J.P. Morgan and Goldman, Sachs & Co. acted as lead managers on the deal.

http://www.michaelkors.com/

Pas une cenne !

In October, 200 billion videos were watched online worldwide. The number is immensely impressive until the question is asked whether the online video business makes any money.

http://www.comscore.com/Press_Events/Press_Releases/2011/12/More_than_200_Billion_Online_Videos_Viewed_Globally_in_October

le carnage continu dans les solaire....

Shares of First Solar (FSLR) are down $5.42, almost 13%, at $37.15, and were at one point down 20%, after the company this morning cut its revenue outlook for this year, forecast this year’s and next year’s profit way below expectations, announced a restructuring involving layoffs, and said its chief accounting officer will leave the company.

All of that comes as the company tells the Street demand is falling in some large markets for solar energy. Hence, the solar stocks are responding accordingly, with SunPower (SPWR) down 32 cents, or 5%, a5 $5.99, Yingli Green Energy(YGE) down 18 cents, or almost 5%, at $3.70, and Trina Solar (TSL) down 40 cents, or 6%, at $6.73. One of the few gainers in the pre-market is ReneSola(SOL), up 3 cents, or 2%, at $1.58.

First Solar said it sees sales this year in a range of $2.8 billion to $2.9 billion, down from its prior forecast of $3 billion to $3.3 billion, and below the Street consensus of $3.2 billion. Profit per share is expected $5.75 to $6, below the average $6.88 estimate.

For 2012, the company sees revenue of $3.7 billion to $4 billion, and EPS of $3.75 to $4.25. That is below the consensus $4.1 billion and $7.42 per share.

Chairman and interim CEO Mike Ahearn said that the company was “recalibrating our business to focus on building and serving sustainable markets rather than pursuing subsidized markets,” from which he hoped to derive the majority of the company’s revenue by the end of 2014.

pompage

http://www.canadalithium.com/s/Home.asp

http://www.lithiumcorporation.com/

????????????????????????????????????????????????????????????????

I’m talking about the very realistic opportunity of turning $10,000 into $175,000—that’s seventeen and a half times your money — by investing in Lithium Corp. Lithium is a miraculous game-changer in the energy industry. Here’s precisely why I’m so optimistic.

	Imagine re-inventing the battery so it powers your laptop for the entire year. 177 million laptops were sold last year.
	What about a hybrid car that gets 230 miles per gallon because it now uses super powerful Lithium batteries. CNN/Money magazine calls this incredible development “a game changer.”
	Cell phones now have a phenomenal new forever power source. This market is immense. One billion cell phones were sold last year.

It doesn’t appear Pfizer (NYSE:PFE) has any blockbusters up its sleeve, but the company has successfully added some big-selling medications that could help ease the pain when cheaper generic copies start eating away at the company’s multi-billion dollar seller Lipitor cholesterol drug this November.

The world’s largest drug company is counting on the arthritis pill tofacitinib to join the fold of key offerings. If so, it will link up with Pfizer’s other recent acquisitions in pain and inflammation to ease the sting of losing patent protection for Lipitor. The company’s arthritis drug Enbrel, which it gained in the purchase of Wyeth in 2009, was Pfizer’s second-best seller last year with revenue of more than $3 billion. Last year’s purchase of King Pharmaceuticals brought Pfizer several additional painkillers.

At least one analyst thinks Pfizer has hit a home run with tofacitinib. Catherine Arnold told Bloomberg that the new drug is a “game-changer,” and may bring in more than $2.6 billion a year. She emphasized the estimate could be conservative given the current market for rheumatoid arthritis is $22 billion. The Pfizer treatment offers a dosing advantage because it’s given orally instead of injected like the other drugs on the market.