jeudi 5 janvier 2012

Steven ?


Chinese airlines will not pay a charge on carbon emissions imposed by the European Union from January 1, a national aviation industry group said Thursday.

"China, of course, will not cooperate with the European Union on the ETS (emissions trading scheme)," said Chai Haibo, deputy secretary-general of the China Air Transport Association, which represents the country's airlines.

He said the Chinese government was considering "counter-measures" against the European Union, but gave no details.

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Steven Guilbeault : « La Chine a des standards d’émission polluante quant à ses véhicules plus sévères que ceux de la Californie, qu’on célèbre pourtant comme le modèle exemplaire de l’Amérique du Nord. Elle a adopté un objectif d’efficacité énergétique pour l’ensemble de son économie. Ça réduira les émissions de gaz à effet de serre (GES) qui équivalent à deux fois les objectifs du protocole de Kyoto pour le Canada. »


mercredi 4 janvier 2012

Chantix® = arme antitabac


Patchs, gommes… Après vos échecs successifs, vous ne savez plus vers qui vous tourner pour vous libérer de la cigarette. Ne désespérez pas...même si il y a des effets secondaires ....

La pilule possède un mode d’action inédit. Il agit directement sur les mêmes récepteurs que la nicotine et se révèle ainsi capable d’inhiber la sensation de plaisir décrite par les fumeurs après la prise d’une cigarette augmentant ainsi le taux d’abstinence.

Deux études ont été menées sur 2 000 personnes désirant arrêter de fumer, un tiers d’entre elles bénéficiaient du nouveau médicament (1 mg deux fois par jour), un autre tiers du bupropion ou Zyban (150 mg deux fois par jour) et le dernier groupe un placebo (médicament inactif).

L’administration du médicament se fit pendant 12 semaines mais le suivi du patient dura une année complète de manière à pouvoir mesurer les taux d’abstinence de chacun. A la fin des 12 semaines de traitement, ce taux fut globalement très positif avec 44 % d’abstinence pour la varénicline, 29,5 % pour le bupropion et 17,7 % pour le placebo. Neuf mois après l’arrêt du traitement, ces écarts significatifs observés avec le bupropion tendent à diminuer avec 21,9 % d’abstinence pour la varénicline contre 16,1 % pour le bupropion.

Une autre étude a suivi deux groupes de patients traités avec Chantix l’un pendant 3 mois (+ 3 mois de placebo) à un groupe traité pendant six mois. Un an après le début de la prise en charge, l’abstinence tabagique était de 70,5 % chez les patients traités 6 mois, contre 49,6 % chez les patients traités 3 mois. En conclusion, un traitement plus long augmente les chances de succès.

Chantix est en vente en Europe depuis peu.....là où les fumeurs représentent 25%-35% de la population adulte.


C'est en tout cas un message bien brouillé que le caucus de l'Iowa a envoyé mardi au reste du pays, en mettant quasiment à égalité Romney et Santorum. Ce résultat en dit long sur la division d'un électorat perplexe et visiblement peu emballé par l'éventail des candidats républicains en lice.
Aucun ne s'est imposé clairement. Les deux hommes sont d'ailleurs talonnés de près par le Représentant Ron Paul (21%), un libertarien qui a fait un tabac dans les grandes villes, et auprès des jeunes, et qui compte bien continuer sa course.
Avec un peloton de tête aussi groupé, la bataille pour la nomination républicaine pourrait être plus âpre et plus longue que prévu ; pour le plus grand plaisir des démocrates, qui disent avoir tout intérêt à ce que leurs adversaires s'affaiblissent mutuellement.
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La quasi-égalité de Santorum avec Romney est-elle un simple feu de paille, comme cela avait été le cas pour l'ancien gouverneur social conservateur de l'Arkansas Mike Huckabee, sorti vainqueur dans l'Iowa en 2008 ?
Je pense que le clown "santo" va prendre son trou d'ici 1 mois.

watch list


http://www.cryptologic.com/
16 million$ en cash
et aucune dette...

CryptoLogic Limited (TSX:CRY)(TSX:CXY)(NASDAQ:CRYP), a developer of branded online betting games and Internet casino software, has acquired, for nominal consideration, the Maltese online gaming licenses for InterCasino from OIGE, a long-standing customer of the Company's fully hosted online casino platform. The transfer of the licenses has been cleared by the Maltese Lotteries & Gaming Authority.

Focused on integrity and innovation, CryptoLogic Limited is a leading developer and supplier of Internet gaming software. With more than 300 games, CryptoLogic has one of the most comprehensive casino suites on the Internet, with award-winning games featuring some of the world's most famous action and entertainment characters. The Company's licensees include many top Internet gaming brands. CryptoLogic's leadership in regulatory compliance makes it one of the few companies with gaming software certified to strict standards similar to land-based gaming. The CryptoLogic Group licenses gaming software and services to blue-chip customers that offer their games to non-U.S. based players around the world.

mardi 3 janvier 2012

videotron,bell et les autres......fu...ya !



If one Wall Street analyst is right, Apple is about to make TV buffs very happy in the coming year. Sterne Agee analyst Shawn Wu notes that the inevitable launch of a full-blown Apple TV in 2012 will also be accompanied by an Internet-based television service for which the channels and shows will be completely customizable. In other words, viewers will be able to choose exactly which cable channels or TV shows they want to watch, and not have to pay for the dozens -- if not hundreds -- of channels that they don't want. "I finally cracked it," Steve Jobs told his biographer when discussing television, shortly before he died. Jobs may have been talking about the interface, remote control, or perhaps cloud storage of content, but what if he wasalready thinking ahead to the biggest gripe that consumers have with their escalating cable bills.

lundi 2 janvier 2012

Grippe du poulet ! YE$...les médias " fous " vont-ils paniquer ?


Les autorités sanitaires de la métropole de Shenzhen, dans le sud de la Chine, ont appelé la population à ne pas paniquer après le premier décès en 18 mois dû à la grippe aviaire dans le pays, a rapporté lundi matin l'agence Chine nouvelle.

Centre de contrôle des maladies de Shenzhen a confirmé que la victime avait été en contact avec de la volaille, mais n'a pas encore été en mesure de déterminer par quel moyen ce chauffeur d'autobus de Shenzhen, décédé samedi, avait contracté le virus H5N1.

La mégalopole voisine de Hong Kong de Shenzhen à relevé son niveau d'alerte à la grippe aviaire à "sérieux".

...allez les dingues....( style LCN )...grimpez-nous une folie! Avons besoin de cash ! SVA.q

2 compagnies inconnues...à mettre sur la ' watch list '


SANW.q

http://www.swseedco.com/

A growing population, seven billion, and an increasingly sophisticated diet among China and other developing nations have created rapidly increasing global food demand. According to Food and Agriculture Organization (FAO) data, China’s per capita intake of calories, protein, and fat were well below the world average in 1975, but are now well above the world average. Expect this trend to accelerate in China, as well as India, Pakistan, Indonesia, and other developing nations.

The problem is that there's not even close to enough food, while challenging growing environments routinely wipe out crops.

That's where S&W Seed comes in. They breed and develop proprietary alfalfa seed varieties that grow in harsh climates. Global demand for SANW's products just keeps soaring higher. We're expecting their financial strength and solid operational position to translate into further gains in its share price this year.

ENSV.otcbb

http://www.enservco.com/
Libya without Ghadafi, much like Iraq after the removal of Hussein, or Egypt with the digression of Mubarrak, will be much less stable. A power vacuum will cause Libya's already divided tribal nation to fragment into warring factions, set on competing for power and settling old scores.

Meanwhile, America, Russia, and China will jostle for influence in this oil-rich flashpoint. China had 30,000 workers in Libya (ChinaUSFocus) before the civil unrest began, and their eyes are squarely set on fulfilling their domestic energy demand. Russia has major influence in the region, and will not cede its interests to China and America easily.

This will create higher oil prices, greater volatility, and a higher risk premium built into costs of the commodity. Due to less reliable overseas oil supplies, America will look to further increase domestic exploration and production.

We're expecting Enservco to be a big beneficiary of this trend. This small, thinly-traded company provides well-site services to our domestic market. They are just turning profitable, have a double-digit growth rate, and are a huge takeover target.


L'Inde a annoncé hier qu'elle allait ouvrir son marché financier aux investisseurs particuliers étrangers pour la première fois, dans le cadre d'une importante réforme économique destinée à encourager l'investissement étranger.

Cette mesure a été prise "pour élargir la palette des investisseurs, attirer davantage de fonds étrangers, réduire la volatilité du marché et renforcer le marché indien des capitaux", a expliqué le gouvernement dans un communiqué.

Elle entrera en vigueur d'ici au 15 janvier, a-t-il précisé.

Jusqu'à présent, les investisseurs étrangers n'étaient autorisés à investir en Bourse en Inde qu'à travers des sociétés d'investissement ou des programmes institutionnels.

L'économie indienne a connu une forte croissance ces quinze dernières années et de nombreux investisseurs étrangers ont manifesté le souhait d'être présents sur le marché financier de ce pays de 1,2 milliard d'habitants.


Which country is the strongest player in the European Union? One with strong growth, healthy public finances, low debt, and a sizable population. That would be Poland. The government deficit was 5.9% of GDP in 2011 and will drop below 2.9% in 2012. Government debt as a percentage of GDP will fall to 52% next year. It is forecast to grow by 2.5% in 2012 even as the euro zone slips into recession. And with 38 million people, this is a major country. As countries such as France lose their triple-A rating, and nations such as Britain drift away from the EU, there will be space for Poland to have an increasingly assertive voice.
http://www.vaneck.com/funds/PLND.aspx

samedi 31 décembre 2011

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.


vendredi 30 décembre 2011

"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.

jeudi 29 décembre 2011

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.”

mercredi 28 décembre 2011

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.




mardi 27 décembre 2011

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

lundi 26 décembre 2011

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.