les vents contraires commençaient à souffler....
Opinion & investing ideas
lundi 25 mai 2009
Carl
Je suis tombé par hasard sur la liste des insiders de KIRKLAND'S INC.
Carl Kirkland est en mode "dégraissage"......"délestage"....décrissage!
Comique!
http://finance.yahoo.com/q/it?s=KIRK
Carl Kirkland est en mode "dégraissage"......"délestage"....décrissage!
Comique!
http://finance.yahoo.com/q/it?s=KIRK
samedi 23 mai 2009
Utilisons les $$ des payeurs de taxes pour "crisser" dehors des payeurs de taxes.
The Administration is starting to face some resistance in Congress about its plan to put GM (GM) into Chapter 11 using Treasury money to sustain the company as it works it way back to profitability. The government put another $4 billion into the car company yesterday. In the process of a government supported bankruptcy, $27 billion in bondholder capital will probably become worthless, GM workers will be laid off, and hundreds of dealers will be closed
SCAN
Certains sites internet qui "scan" les stocks qui ont du potentiel
trouvent toujours des nouveautés pour moi....en voici 2
TOP US
SABA.nasdaq
TOP CAN
SMH.tsx venture
surveillez les RSI....elles sont en haut de 70.....be careful!
vendredi 22 mai 2009
Martha Stewart Living Omnimedia Inc.
MSO.nyse /PRNewswire-FirstCall/ -- Martha Stewart Living Omnimedia, Inc. today announced its results for the first quarter ended March 31, 2009. The Company reported revenue for the first quarter of $50.4 million, reflecting continued growth in Internet advertising revenue, stability in the Broadcasting segment, and new Merchandising initiatives, somewhat offset by a challenging magazine advertising market and expected lower guarantees and sales from Kmart as the relationship winds down.
Martha Stewart to Test Paid Downloads
she currently has 600,000 followers in just 11 weeks, and that she would be willing to pay to use Twitter as a marketing tool.
Mon play...si le stock fait un close en haut de 3.36$ demain...j'embarque lundi avec une vision moyen terme.....disons pour l'été.
jeudi 21 mai 2009
Pas cher.....pas cher.....
China to Unveil Solar Mobile Phones in Power-Strained Regions
Published: May 20, 2009 03:12 PM
Several Chinese phone makers are going to launch solar mobile phones in Central America, Caribbean and South Pacific nations in June. The phones costs $40 and can talk 15 minutes after being placed in the sun for 1 hour; it takes 8 hours to be fully charged. The names of the makers are not known. Some 700,000 people in those regions are expected to embrace the products. Globally, 680 million out of the 1.6 billion people suffering constant blackout need such phones.
Avez-vous des noms de compagnies qui vous viennent à l'idée ??
Published: May 20, 2009 03:12 PM
Several Chinese phone makers are going to launch solar mobile phones in Central America, Caribbean and South Pacific nations in June. The phones costs $40 and can talk 15 minutes after being placed in the sun for 1 hour; it takes 8 hours to be fully charged. The names of the makers are not known. Some 700,000 people in those regions are expected to embrace the products. Globally, 680 million out of the 1.6 billion people suffering constant blackout need such phones.
Avez-vous des noms de compagnies qui vous viennent à l'idée ??
mardi 19 mai 2009
Jeff et moi nous en parlions.....
The OpenTable IPO is set to be 3,000,000 shares in a range of $12 to $14 per share.
Notez que le code n'est plus "TABL" ....mais bien "OPEN" sur le nasdaq.
MOLY
Avez-vous déjà entendu parler du molybdène ? Derrière ce nom barbare se cache peut-être des opportunités ...
Premier avantage : il n'appartient pas aux métaux dits "industriels" dont le cours est étroitement lié aux fluctuations de croissance.
Deuxième avantage : il est indispensable à des secteurs en pleine explosion : les industries nucléaires, aéronautiques et pétrolières.
Entrons dans le vif du sujet.
C'est quoi, le molybdène ?Le molybdène est un métal dur résistant à la corrosion. Il est principalement utilisé comme apport dans les aciers destinés à des usages très spécifiques, pour lesquels dureté, résistance à la corrosion et à des conditions climatiques extrêmes sont recherchées.
Il permet d'obtenir des aciers à point de fusion élevé. Les inox réfractaires haut de gamme consomment 33% du molybdène extrait. Par ailleurs, 45% de la production mondiale rentre dans la composition d'autres aciers spéciaux et notamment 4% dans les superalliages.
Deuxième avantage : il est indispensable à des secteurs en pleine explosion : les industries nucléaires, aéronautiques et pétrolières.
Entrons dans le vif du sujet.
C'est quoi, le molybdène ?Le molybdène est un métal dur résistant à la corrosion. Il est principalement utilisé comme apport dans les aciers destinés à des usages très spécifiques, pour lesquels dureté, résistance à la corrosion et à des conditions climatiques extrêmes sont recherchées.
Il permet d'obtenir des aciers à point de fusion élevé. Les inox réfractaires haut de gamme consomment 33% du molybdène extrait. Par ailleurs, 45% de la production mondiale rentre dans la composition d'autres aciers spéciaux et notamment 4% dans les superalliages.
Le molybdène : un métal stratégique Il permet de fabriquer des pièces critiques pour des centrales nucléaires, des équipements de forage pétrolier, des chambres de combustion et des turbines aéronautiques. Sans molybdène, pas de moteurs pour Boeing et Airbus (et les avions des armées de l'air), pas de plateformes pétrolières ni de pipelines pétroliers et gaziers, pas de turbines aéronautiques et nucléaires.
En résumé, c'est un métal stratégique pour les industries nucléaires, pétrolières et aéronautiques. Or ces industries sont en pleine expansion.
Le risque de substitution ?Ses substituts possibles dans certains cas sont le titane et le tungstène, métaux aussi coûteux et rares que le molybdène. Les industriels n'ont donc aucun intérêt à entrer dans ce jeu là. Le risque est donc très limité.
A l'heure actuelle, il faudrait produire chaque année entre 20 et 25 millions de livres supplémentaires pour répondre à la demande .
Le risque de substitution ?Ses substituts possibles dans certains cas sont le titane et le tungstène, métaux aussi coûteux et rares que le molybdène. Les industriels n'ont donc aucun intérêt à entrer dans ce jeu là. Le risque est donc très limité.
A l'heure actuelle, il faudrait produire chaque année entre 20 et 25 millions de livres supplémentaires pour répondre à la demande .
15-May-09 .............MOL.to watch list....volume élévés dernièrement.
1,116,200 .........................la moyenne des derniers 3 mois est de 377 k
13-May-09
1,586,400
samedi 16 mai 2009
BUFFET FROID (2)
We have just gotten the Warren Buffett and Berkshire Hathaway Inc. (NYSE: BRK-A)(BRK-B) holdings for the end of Q1-2009.
En ordre alphabétique s.v.p
American Express Co. (NYSE: AXP) over 151.6 million shares, same as before.
Bank of America Corp. (NYSE: BAC) 5 million shares; same as last quarter.
Burlington Northern Santa Fe (NYSE: BNI) 76.77 million shares; HIGHER than 70.089 million shares of last quarter.
Carmax Inc. (NYSE: KMX) 12 million shares; LOWER than the 17.63 million and that is two straight quarters of declines.
Coca Cola (NYSE: KO) right at 200 million shares, still same as before.
Comcast (NASDAQ: CMCSA) 12 million shares, same as before.
Comdisco Holdings (NASDAQ: CDCO) roughly 1.5 million shares, same as before.
ConocoPhillips (NYSE: COP) is really lower than the 71.228 million reported as this has been used for cutting taxes, and we already know that the number is lower than what the filing says.
Constellation Energy Group (NYSE: CEG) was just updated this week so the number is actually about 12.4 million rather than what the filing shows as being 14.828 million shares.
Costco Wholesale (NASDAQ: COST) 5.254 million shares, same as before.
Eaton Corp. (NYSE: ETN) 3.2 million shares; looks like new holding but may have been missed before.
----------------------------------------------------
Gannett Co. (NYSE: GCI) 3.447 million shares, still the same as before.
General Electric Corp. (NYSE: GE) 7.777 million shares is the same as before, but does not include the 10% preferred from last year.
GlaxoSmithkline (NYSE: GSK) 1.51 million shares, same as before.
Home Depot Inc. (NYSE: HD) 3.7 Million shares; same as before.
Ingersoll-Rand (NYSE: IR) 7.78 million, same as last quarter.
Iron Mountain (NYSE: IRM) 3.3722 million shares, same as before.
Johnson & Johnson (NYSE: JNJ) about 32.5 million, ABOVE the prior 28.6 million shares but still down from the 62 million last year.
Kraft Foods (NYSE: KFT) over 138 million; looks roughly the same as before.
Lowe’s Companies (NYSE: LOW) 6.5 million shares, same as before.
M&T Bank Corp. (NYSE: MTB) 6.71 million shares, same as before.
Moody’s (NYSE: MCO) 48 million shares, same as before.
Nalco Holding (NYSE: NLC) 9.0 million shares; ABOVE our report of 8.730 million last quarter.
Nike Inc. (NYSE: NKE) 7.641 million shares, same as before.
Norfolk Southern (NYSE: NSC) 1.933 million shares, same as before.
NRG Energy (NYSE: NRG) 7.2 million, same as before.
------------------------------------------------------------
Procter & Gamble (NYSE: PG) 96.3 million, same as before.
Sanofi Aventis (NYSE: SNY) more than 3.9 million shares, looks same as before.
Sun Trust Bank (NYSE: STI) more than 3.2 million shares, same as before.
Torchmark Corp. (NYSE: TMK) roughly 2.82 million, same as before.
US Bancorp (NYSE: USB) roughly 69 million; ABOVE last quarter’s 67.6 million.
USG Corp. (NYSE: USG) 17.072 million shares, same as before.
United Health Group (NYSE: UNH) 4.5 million; down from over 6 million.
Union Pacific Corp. (NYSE: UNP) 9.55 million shares, above our 8.9 million noted before.
United Parcel Service (NYSE: UPS) 1.429 million shares, same as before.
WABCO Holdings (NYSE: WBC) 2.7 million shares, same as before.
Wal-Mart Stores Inc. (NYSE: WMT) over 19.9 million shares, same as before.
Washington Post (NYSE: WPO) over 1.72 million shares, same as before.
Wells Fargo (NYSE: WFC) over 302 million; ABOVE the 290+ million shares the quarter before.
Wellpoint Inc. (NYSE: WLP) 4.7773 million shares, same as before.
Wesco Financial Corp. (NYSE: WSC) 5.7 million shares, same as before.
En ordre alphabétique s.v.p
American Express Co. (NYSE: AXP) over 151.6 million shares, same as before.
Bank of America Corp. (NYSE: BAC) 5 million shares; same as last quarter.
Burlington Northern Santa Fe (NYSE: BNI) 76.77 million shares; HIGHER than 70.089 million shares of last quarter.
Carmax Inc. (NYSE: KMX) 12 million shares; LOWER than the 17.63 million and that is two straight quarters of declines.
Coca Cola (NYSE: KO) right at 200 million shares, still same as before.
Comcast (NASDAQ: CMCSA) 12 million shares, same as before.
Comdisco Holdings (NASDAQ: CDCO) roughly 1.5 million shares, same as before.
ConocoPhillips (NYSE: COP) is really lower than the 71.228 million reported as this has been used for cutting taxes, and we already know that the number is lower than what the filing says.
Constellation Energy Group (NYSE: CEG) was just updated this week so the number is actually about 12.4 million rather than what the filing shows as being 14.828 million shares.
Costco Wholesale (NASDAQ: COST) 5.254 million shares, same as before.
Eaton Corp. (NYSE: ETN) 3.2 million shares; looks like new holding but may have been missed before.
----------------------------------------------------
Gannett Co. (NYSE: GCI) 3.447 million shares, still the same as before.
General Electric Corp. (NYSE: GE) 7.777 million shares is the same as before, but does not include the 10% preferred from last year.
GlaxoSmithkline (NYSE: GSK) 1.51 million shares, same as before.
Home Depot Inc. (NYSE: HD) 3.7 Million shares; same as before.
Ingersoll-Rand (NYSE: IR) 7.78 million, same as last quarter.
Iron Mountain (NYSE: IRM) 3.3722 million shares, same as before.
Johnson & Johnson (NYSE: JNJ) about 32.5 million, ABOVE the prior 28.6 million shares but still down from the 62 million last year.
Kraft Foods (NYSE: KFT) over 138 million; looks roughly the same as before.
Lowe’s Companies (NYSE: LOW) 6.5 million shares, same as before.
M&T Bank Corp. (NYSE: MTB) 6.71 million shares, same as before.
Moody’s (NYSE: MCO) 48 million shares, same as before.
Nalco Holding (NYSE: NLC) 9.0 million shares; ABOVE our report of 8.730 million last quarter.
Nike Inc. (NYSE: NKE) 7.641 million shares, same as before.
Norfolk Southern (NYSE: NSC) 1.933 million shares, same as before.
NRG Energy (NYSE: NRG) 7.2 million, same as before.
------------------------------------------------------------
Procter & Gamble (NYSE: PG) 96.3 million, same as before.
Sanofi Aventis (NYSE: SNY) more than 3.9 million shares, looks same as before.
Sun Trust Bank (NYSE: STI) more than 3.2 million shares, same as before.
Torchmark Corp. (NYSE: TMK) roughly 2.82 million, same as before.
US Bancorp (NYSE: USB) roughly 69 million; ABOVE last quarter’s 67.6 million.
USG Corp. (NYSE: USG) 17.072 million shares, same as before.
United Health Group (NYSE: UNH) 4.5 million; down from over 6 million.
Union Pacific Corp. (NYSE: UNP) 9.55 million shares, above our 8.9 million noted before.
United Parcel Service (NYSE: UPS) 1.429 million shares, same as before.
WABCO Holdings (NYSE: WBC) 2.7 million shares, same as before.
Wal-Mart Stores Inc. (NYSE: WMT) over 19.9 million shares, same as before.
Washington Post (NYSE: WPO) over 1.72 million shares, same as before.
Wells Fargo (NYSE: WFC) over 302 million; ABOVE the 290+ million shares the quarter before.
Wellpoint Inc. (NYSE: WLP) 4.7773 million shares, same as before.
Wesco Financial Corp. (NYSE: WSC) 5.7 million shares, same as before.
jeudi 14 mai 2009
C'est "bearish" le retail
Pas pour TRLG.nasdaq
Il est aller fermer son gap up hier et il reviens en force aujourd'hui....à surveiller.
Il est allé toucher sa dernière résistance de 20.29$......en haut c'est libre jusqu'à 31.00$
-- Net sales increased 19.1% to $63.6 million --
-- Gross margin increased 380 basis points to 60.9% --
-- Operating income increased 15.0% to $13.1 million --
--Net income increased 9.8% to $7.6 million, or $0.32 per diluted share, from $6.9 million, or $0.29 per diluted share in Q1 08 --
-- Reiterates full year 2009 guidance of net sales of $290 million to $297 million and EPS of $1.73 to $1.81. ---- Net sales increased 19.1% to $63.6 million --
-- Gross margin increased 380 basis points to 60.9% --
-- Operating income increased 15.0% to $13.1 million --
--Net income increased 9.8% to $7.6 million, or $0.32 per diluted share, from $6.9 million, or $0.29 per diluted share in Q1 08 --
-- Reiterates full year 2009 guidance of net sales of $290 million to $297 million and EPS of $1.73 to $1.81. --
-- Gross margin increased 380 basis points to 60.9% --
-- Operating income increased 15.0% to $13.1 million --
--Net income increased 9.8% to $7.6 million, or $0.32 per diluted share, from $6.9 million, or $0.29 per diluted share in Q1 08 --
-- Reiterates full year 2009 guidance of net sales of $290 million to $297 million and EPS of $1.73 to $1.81. ---- Net sales increased 19.1% to $63.6 million --
-- Gross margin increased 380 basis points to 60.9% --
-- Operating income increased 15.0% to $13.1 million --
--Net income increased 9.8% to $7.6 million, or $0.32 per diluted share, from $6.9 million, or $0.29 per diluted share in Q1 08 --
-- Reiterates full year 2009 guidance of net sales of $290 million to $297 million and EPS of $1.73 to $1.81. --
mercredi 13 mai 2009
Department of energy
"Oil has just seen its first drop in inventories from the DOE in what feels like many weeks. The DOE reported that weekly inventories fell by -4.7 million barrels in crude oil to 370.6 million barrels."
Vat-il y avoir un peu de folie sur le pétrole cet été?
mardi 12 mai 2009
De Mai 1933 à Mai 2009
Avec un "low" intra-day de 1.09$ aujourd'hui et un "close" à 1.15$
Le prix de l'action de GM est revenu à son prix de Mai 1933.
Payant la bourse?
Euh................oui.....des fois!
CGA.amex 6.55$ sur le close.......8.51$ en after hours
lundi 11 mai 2009
Sans tambour ni trompette
Pas beaucoup de volume......discrètement le stock de
EXFO ELECTRO-OPTICAL ENGINEERING INC /EXF.to EXFO.nasdaq
semble vouloir s'embellir.
La ma 200 est sur le point de regarder vers le nord.....
Un stock "dull" qui peut-être payant avec plus de volume.
dimanche 10 mai 2009
C'est quand même surprenant..!
Mon ami le "pro" de l'analyse technique me dit que JBLU.nasdaq Jetblue airways corp est
beau présentement. Il viens de faire un beau gros support à 5.96$ ce vendredi.Les résistances
sont faibles ....sont "target" est à 7.50 dans un avenir proche.En haut de 7.75$ le stock s'en va
"to tha moon" !
Bon ok.....!
Question?
Si le pétrole continue à monter.....pensez-vous que les compagnies d'aviation vont être
intéressantes pour les investisseurs?
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