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The Goodyear Tire & Rubber Company ...oups!

Le géant coréen du pneu investit massivement aux Etats-Unis

Hankook Tire Co., le plus grand fabricant de pneumatiques de Corée du Sud, vient d’annoncer qu’il allait construire une gigantesque usine dans l’Etat du Tennessee afin de renforcer sa compétitivité sur le marché américain. Le groupe devrait dépenser 800 millions de dollars pour implanter sa première usine aux Etats-Unis, où il vend pour l’instant, à Chrysler, Ford ou encore General Motors, des pneus importés de ses autres sites de production. En 2012, Hankook avait vendu 15 millions de pneus dans le pays. Son nouveau site, qui devrait être inaugurée en 2016 près de Nashville et pourrait employer 1.800 personnes, produira jusqu’à 11 à 12 millions de pneus par an.

iMac pas (moins) cher

Ming-Chi Kuo of KGI securities published a research note that said Apple may be preparing a lower-cost iMac to combat slumping PC sales worldwide. Kuo is a friend of the Apple rumor mill because of the accuracy of his information so this isn’t something to immediately dismiss.

According to him, it should ship in Q2 or Q3 of 2014 and likely boost mac sales by 10 to 20 percent. Of course, lower-cost to Apple and lower-cost to consumers aren’t often the same thing. Apple has made it clear that it doesn’t want to be in the bargain space.

Kuo also laid out plans for a 12-inch MacBook that will “redefine laptop computing” that will be thinner and lighter than the MacBook Air and will run on an Intel  chip instead of an Apple A8 processor.

Finally, he said that the sixth-generation iPad will have 30 to 40 percent more pixels-per-inch than the current retina display. The fifth generation iPad is set to come to market this month.

La MA200 semble vouloir finir sa descente....intéressant!

SNY.nyse

Un recroisement rapide de la ma50 sur la ma200 pourrait survenir....

Sanofi annonce que la Food and Drug Administration (FDA)  a approuvé la vente sans ordonnance de Nasacort Allergy 24H. Il s'agit d'une suspension pour pulvérisation nasale pour le traitement des allergies des voies respiratoires supérieures (rhinite allergique) de l'adulte et de l'enfant à partir de 2 ans.

' Nasacort est le premier et le seul médicament de sa catégorie à être disponible sans ordonnance et sera commercialisé par Chattem, Inc., la division Santé Grand Public de Sanofi aux États-Unis ' précise le groupe.

' Les personnes souffrant d'allergies bénéficieront de la mise à disposition d'une option thérapeutique supplémentaire qui conforte par ailleurs notre portefeuille Santé Grand Public. ' a déclaré Anne Whitaker, Président, Opérations Globales Amérique du Nord de Sanofi US.

Jusqu'à 60 millions d'Américains souffrent de rhinite allergique saisonnière et perannuelle. Chattem prévoit de mettre Nasacort sur le marché dès 2014.

...avec des SI on va à ....

If the U.S. Congress and the president cannot agree on terms under which the federal debt ceiling can be raised, the federal government likely would run out of cash by the end of the month. No cash and no authority to borrow means that the bills do not get paid and the U.S. becomes a deadbeat. Hard as it is to imagine that the world’s richest country could find itself unable to pay its debts or to fund its daily operations, the old advice of hoping for the best and preparing for the worst seems to be spot on.

Any sort of shock to the financial system typically boosts the price of gold. The yellow metal’s most recent high came in late August at more than $1,400 an ounce. Gold closed at around $1,275 last week and was up about $15 Monday morning. In early October 2012, gold was selling for nearly $1,800 an ounce. That is a drop of around 30% in 12 months.

The S&P 500 index has risen more than 18% in the past 12 months, much of that due to the cheap money the Fed has injected into the financial system with its asset-purchasing program. Investors searching for returns have turned to equities as the commodities markets have fallen and the U.S. dollar index, like gold, is virtually flat with its level of a year ago, after a brief spike in early July. The index was down about 0.5% after the first half hour of trading Monday morning.

If the federal debt ceiling is not raised by midnight October 17, the federal government loses its ability to borrow. We will not know what that will mean to global financial markets until it happens, but if enough banks refuse to accept U.S. Treasury securities as collateral for overnight lending, the result could be a lending crisis that freezes the global financial system. At that point, demand for gold may skyrocket.

iPhone... Galaxy...des chiffres

Piper Jaffray’s Gene Munster has been regularly surveying pricing trends for Apple’s  iPhone models and has another update out today, showing a decline in the availability of the 5s model, ahead its launch in additional markets, and resale pricing trends that he believes points to stronger demand for that model over Samsung Electronics’  Galaxy S4.

His check of 60 U.S. Apple stores in the past week has shown 5s availability decreasing from 27% of total SKU’s available two weeks ago to 6% over the past week, while the percentage of stores that had at least one SKU more than halved, from 90% to 40%. Munster attributes the tightening supply to Apple’s launch of the iPhone in 25 new countries in two weeks, a favorable sign in his book.

Here is his data comparing the iPhone 5S, and 5C pricing to the Galaxy S4: “We compared the resale value of the iPhone 5S and 5C three weeks after launch to Galaxy S4 three weeks after its launch back in May 2013. In the U.S. the iPhone 5S sells at a 32% premium, 5C 12% discount, and Galaxy S4 sold at a 12% discount. In China the iPhone 5S sells at a 10% discount, 5C 26% discount, and Galaxy S4 sold at a 26% discount. We believe that resale pricing gives a directional indication of demand and suggests favorable demand for the iPhone 5S and inline demand for the 5C.”

Munster thinks that the this pricing data shows that, at similar points in their product cycles, the iPhone  has enjoyed better demand in the U.S. and China. “We expect iPhone aftermarket prices should decrease as 5S supply catches up to demand and would consider the 5S fully stocked when the 5S is available to ship in a 24 hour lead time. Currently Apple’s online store quotes iPhone 5S October lead times in Apple’s 6 largest countries, and 24 hours for the 5C.

GOLD

Contre toute attente ( je suis dans l'erreur aussi ), l'Or va aller tester son dernier support vers 1230$....en bas de ça c'est le désastre pour les "goldeux"....certain analystes parlent même d'un oz en bas de 1000$ dans le 4em trimestre de 2014...
Et dire que plusieurs grosses minières ont un prix de revient aux alentours de 1800$

cliquez pour agrandir

“buy and hold forever”

20% du portfolio de Berkshire Hathaway sont des compagnies que "jamais" ils vont vendre, voir plus!
en racheter en correction boursière...

1. ConocoPhillips
> Buffett’s Stake: 24.1 million shares, or $1.7 billion
> Dividend Yield: 3.9%
> Share Price: $70.88
> Year Range: $53.95 to $71.18

2. Procter & Gamble
> Buffett’s Stake: 52.8 million shares, or $3.99 billion
> Dividend Yield: 3.2%
> Share Price: $75.65
> Year Range: $65.83 to $82.543. 

3.General Electric
> Buffett’s Stake: 588,900 shares, or only $14 million
> Dividend Yield: 3.2%
> Share Price: $23.94
> Year Range: $19.87 to $24.95

4. Coca-Cola

> Buffett’s Stake: 400 million shares, or $14.82 billion
> Dividend Yield: 3.0%
> Share Price: $37.05
> Year Range: $35.58 to $43.43

5. Johnson & Johnson
> Buffett’s Stake: 327,100 shares, or only $28.3 million
> Dividend Yield: 3.0%
> Share Price: $86.59
> Year Range: $67.80 to $94.42

6. Wells Fargo

> Buffett’s Stake: 463.13 million shares, or more than $18.8 billion
> Dividend Yield: 2.9%
> Share Price: $40.62
> Year Range: $31.25 to $44.79

7. United Parcel Service
> Buffett’s Stake: 59,400 shares, or only $5.4 million
> Dividend Yield: 2.7%
> Share Price: $90.03
> Year Range: $69.56 to $92.12

8. Walmart
> Buffett’s Stake: 49.25 million shares, or $3.54 billion
> Dividend Yield: 2.6%
> Share Price: $71.87
> Year Range: $67.37 to $79.96

EnteroMedics Inc. (NASDAQ: ETRM) may be a largely unknown microcap stock to most investors. The company is in the development stages of making medical devices using neuroblocking technology to treat obesity, metabolic diseases and other gastrointestinal disorders. A new research report has shares rising handily.Canaccord Genuity reiterated its Buy rating, but where the big boost is coming from is that the firm doubled its price target to $3.00 from $1.50 on Tuesday. The prior price target already implied upside of about 28% from the $1.17 close on Monday. This new $3 price target implies upside of a whopping 150% if the call turns out to be correct.

Investors do need to understand that there is risk here. Shares were recently lower on a concern over the FDA decision in the first half of 2014 after it formally responded to the company’s premarket approval application. At $1.17, the 52-week range is $0.81 to $3.70, and we would caution that the market cap is a mere $65 million.

Canaccord Genuity’s William Plovanic and Kyle Rose made the research call here after traveling with EnteroMedecs’ management team. The analysts were quoted in the report as saying:

EnteroMedics expects to respond to those questions within the next 30 days, and an FDA panel meeting is now expected late in the fourth quarter of 2013, or more likely the first quarter of 2014. Given the relative safety of the device, moderate weight loss, and lack of alternatives for obese patients, we believe the likelihood of a positive panel result is high. As such, we are raising our price target and believe the risk/reward is favorable for investors with a speculative risk profile.

The analysts are basing this value on a post-approval valuation of the Maestro System for obesity. The firm is putting a system price at $10,000 to $12,500, and the assumption of $10,000 per implant.

Ford Motor Company  announced on Monday that it is set to launch its expansion of the company’s global flexible manufacturing business.

By 2017, Ford states that it will increase its global flexible manufacturing to produce an average of four different models at each of its plans around the world. The automaker also plans to have 90% of its plants running on a three-shift or crew model by 2017, which could increase production by more than 30%. Ford also plans to have all of its vehicles built in nine core platforms, as opposed to its 15 platform building model now.

Commenting on the expansion, Ford Executive Chairman Bill Ford noted “One hundred years ago, my great-grandfather had a vision to build safe and efficient transportation for everyone. I am proud he was able to bring the freedom of mobility to millions by making cars affordable to families and that his vision of serving people still drives everything we do today.”

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Sur une période de plus de 5 heures j'explique tout ce qui est important de savoir...plus ma philosophie et ma façon de voir l'Analyse technique.

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Dîner d'affaires...

Tim Cook, the CEO of Apple Inc. (NASDAQ: AAPL), made the odd move of having dinner with ancient raider Carl Icahn, who owns between $1.5 billion to $2 billion in the consumer electronics giant. Apple’s market cap is just below $450 billion. Icahn had the audacity to press Cook hard for a $150 billion share buyback. It is a wonder Cook heard Icahn out at all when he should have avoided the meeting.The encounter shows two things. The first is that Cook is at least willing to go through the motions of having conversations with shareholders — even ones with relatively modest holdings. The second is Apple wants to defend its extraordinary balance sheet, which was built up over the years by Steve Jobs. Jobs was not willing to discuss the cash balance, although, as it increases, there became fewer and fewer defenses for its magnitude. It is too large for M&A purposes. Like cash balances at most public corporations, it is likely to be invested in fixed income instruments that yield next to nothing.

Apple’s board certainly has discussed the future of the company’s cash hoard, which balloons more and more each quarter. What the board has to avoid is the perception that any outside investor can jar the money loose, causing the board to look weak, and subject to the demands of investors with modest ownership. It is one thing for Icahn to own less than $2 billion in shares. It would be quite another if he owned $20 billion. A much larger stake would, at least buy him a seat at the table.

The raider business in back in vogue, as it was in the 1980s. Icahn and his peers have bought pieces of a number of public companies and threatened managements unless they change their course. Some of these firms are susceptible to the pressure. Their market caps are small enough that raiders can force decisions on them through taking a substantial positions. Boards of directors cannot afford to ignore these raiders, because they can become huge investors.

Icahn cannot hope to buy 10% of the shares of Apple, and cannot afford to risk, if he could, a larger position than that. Cook needs to decline any more of Icahn’s invitations. The future of Apple’s cash is a matter for Apple’s board. It is one that should be the subject of private deliberations, and not a dinner out with Icahn.

Une surenchère pour Blackberry?

Blackberry on total call volume of 90K contracts (62K puts). October weekly call option implied volatility is at 79, October is at 65, November is at 62, December is at 53; compared to its 26-week average of 63 according to Track Data, suggesting large near term price movement on Cerberus and other investors interested in buyout, WSJ says.

The U.S. government began a partial shutdown at midnight for the first time in 17 years, putting as many as 800,000 federal employees out of work.

Voilà la dernière stratégie en date de Samsung pour contrecarrer les ventes d'iPhone 5S, fournir à ses Galaxy S4.... une version dorée...
... rappelons que Samsung a aussi annoncé que le prochain modèle qui succèdera au S4 abandonnera le dos en plastique pour du métal comme l'a fait Apple pour ses iPhone sauf les 3G, 3GS et maintenant 5C.

Vendredi sur RADIOPIRATE.COM avec Jeff

BOURSICOTAGE

Satisfries $$$$

While French fries are a staple of the fast-food burger business, they have long been vilified by nutrition experts as little more than vehicles for adding fat, salt and calories to diets.

Now Burger King has come up with a fry that it says delivers about 40 percent less fat and 30 percent fewer calories than the fries sold by its archenemy McDonalds . Burger King says that 70 grams of its new fries, named Satisfries, has 150 calories, while the same amount of McDonald's fries has 226 calories.

"You live in Manhattan and might be having a kale smoothie on your way to work this morning," said Eric Hirschhorn, chief marketing officer for Burger King, the nation's No. 3 hamburger chain after McDonald's and Wendy's. "But a lot of people don't even know what kale is, and if they do, they don't want to eat it. You have to give people what they want."

Burger King, which has struggled as a series of owners traded it like a baseball card, was late to try to improve the nutritional quality of its food.

But under its newest owner, the private equity group 3G Capital, the chain has invested time and money in retooling its menu over the last two years, adding choices like cranberry apple salads and mango smoothies and taking one of two slices of cheese off its burgers in the biggest changes to its menu since opening in 1954.

"Behavior doesn't change as quick as attitudes," Mr. Hirschhorn said. "It's easy to put things on a menu and check off the box, but the reality is that nobody buys them."

Blackberry

BlackBerry Limited (NASDAQ: BBRY) (BB.to) is in serious trouble on its own. The company’s only hope is a buyout under its search for strategic alternatives, and now have the first summation of a deal. The company announced after another share halt on Monday that it has signed a letter of intent agreement with a consortium to be led by Fairfax Financial Holdings Limited to be acquired.

Be advised that this is subject to due diligence AND that shareholders are not getting any big premium here at all. In fact, the buyout is a cash offer of only $9.00 per share. The preliminary terms call for this transaction to be valued at a mere $4.7 billion. Another risk here is that the buyout group is seeking financing.

Fairfax owns approximately 10 percent of BlackBerry’s common shares. Of course the company did bother to mention that it intends to contribute the shares of BlackBerry it currently holds into the transaction.

Criteo / PUBLICITÉ WEB

Chiffre d'affaires
2010: 65,6 
2011: 143,6 
2012: 271,8

Résultat net2010: +4,7
2011: +6,1
2012: +0,8

French online advertising firm Criteo aims to raise up to $190 million in a listing in the United States in the coming weeks, testing investor appetite for technology start-ups ahead of bigger debuts such as social network Twitter.

The company, which uses tracking technology to target ads at consumers surfing the web, filed the preliminary prospectus for its initial public offering to the U.S. Securities and Exchange Commission on Wednesday. (link.reuters.com/qax23v)

No details were given on how many American Depositary Shares Criteo aims to sell or their expected price on the Nasdaq. JP Morgan, Deutsche Bank Securities and Jefferies are the lead underwriters for the issue.

Criteo's move comes as investors pin their hopes that Twitter will reignite technology IPOs, dampened by Facebook's botched listing in May 2012.

There have been 118 IPOs in the United States this year, raising $27.9 billion, a 9 percent drop from the same period a year earlier, according to Thomson Reuters data.

Criteo, which will trade under the symbol "CRTO", was founded in 2005 in Paris and became a darling in the online advertising sector by boosting the rate at which Internet surfers click on display advertising.

Criteo's technology focuses on "re-targeting" - catching users who have visited a shopping website without buying anything, and then showing the ads for similar items on other sites in order to tempt them back.

Criteo's customers, including travel website Expedia, computer maker Lenovo and retailer Macy's, pay the start-up only when a web surfer actually clicks on the marketing message they were shown.

It is one of a slew of companies - from Google to Facebook - that is benefiting as major advertisers shift spending from television and print outlets to the Internet.

Through 2015, two-thirds of the growth in total advertising expenditures will be from the Internet, according to forecaster Zenith Optimedia. Some 24 percent of global ad spend will be online by 2015, compared with 40 percent on TV and 22 percent in newspapers and magazines.

Criteo said proceeds from the IPO would be used for general corporate purposes, including sales and marketing, product development and the acquisition and development of technologies.

La 'planche à billets' tourne dans le fond....BOOST MARKETS AND GOLD

Surprise mercredi PM. Malgré l'amélioration de l'économie américaine, la banque centrale américaine  a annoncé qu'elle maintenait intégralement son soutien exceptionnel, défiant ainsi les pronostics des analystes.

Selon le communiqué du Comité de politique monétaire (FOMC) réuni depuis mardi, la Fed va continuer d'acheter chaque mois pour 85 milliards de dollars d'obligations d'État, afin de faciliter le financement de la dette américaine, mais aussi de titres hypothécaires dans l'espoir de soutenir le marché de l'immobilier. Principale raison avancée : le resserrement actuel des conditions financières qui, "s'il continuait, pourrait ralentir le rythme de la reprise de l'économie et du marché du travail". Un resserrement des conditions financières pourtant déclenché par l'annonce d'un possible retournement de politique monétaire en juin par le patron de l'institution lui-même, Ben Bernanke...Liberté d'action

La Fed estime maintenant que les taux d'emprunt sur le marché immobilier ont trop remontés et attend davantage de preuves de la reprise économique avant de commencer à réduire son programme de rachat massif d'actifs. D'autant qu'une bataille politique s'annonce une fois encore d'ici à la fin de l'année sur le relèvement du plafond de la dette américaine.