Opinion & investing ideas
samedi 6 août 2011
vendredi 5 août 2011
La bourse c'est de la m...
Journée difficile pour les boursicoteurs-investisseurs....pour tout le monde en fin de compte...
Mais voilà que ceux qui sont riches veulent l'être encore plus...
Dans les périodes sombres de la bourse..les plus grands "losers" seront toujours les petits...parceque les gros mettent le paquet pour le long.....le "roulement " personnel reste inchangé........les petits par contre sont plus émotifs car leurs vies...leurs économies sur des années peuvent changer sur un ou deux mauvais "moves".....
Et voilà que bizarement les " requins" arrivent quand ça saigne.......allo bonjours !!!!
Morgan Stanley (NYSE: MS) has sold off enough! That is what the company CEO is saying, and he’s putting his money where is mouth is. A Form-4 SEC filing this morning shows that James Gorman spent more than $2 million dollars in open market transactions to purchase Morgan Stanley shares.
The purchase was 100,000 and this was put an average (VWAP) price of $20.6207 per Morgan Stanley share.
The purchase was 100,000 and this was put an average (VWAP) price of $20.6207 per Morgan Stanley share.
The shares were purchased in multiple transactions at prices ranging from $20.555 to $20.73 and the date of the transaction is today’s date of August 4.
jeudi 4 août 2011
1-2-3 GOLD
1-) La rumeur parle qu'une grande firme va annoncer un "price target" de 150$ sur Randgold prochainement....http://www.randgoldresources.com.... 2-) les technicaleux disent que la MA50 va croiser vers le nord la MA200 ...donc très bullish..
3-) Les résultats qui sont sortis cette nuit sont impressionnants...
3-) Les résultats qui sont sortis cette nuit sont impressionnants...
KEY PERFORMANCE INDICATORS* Profits up 180% quarter on quarter and 253% on Q2 prior year* Production up 33% quarter on quarter and 97% on Q2 prior year* EPS for the first six months up 188% compared to prior yearperiod
mercredi 3 août 2011
Intel et la Chine
Intel Capital, the venture-capital arm of the world’s biggest chipmaker, said it may boost its investments by more than 50 percent this year, adding deals in overseas markets including China.
The investment arm of Intel Corp. (INTC) plans to invest about $500 million globally in 2011, President Arvind Sodhani said at a briefing in Beijing today. Intel Capital invested $327 million last year, according to its website.
Intel Capital is stepping up its search for technology companies in China, the world’s fastest-growing major economy, where the firm has made six investments this year. That number may increase to 12, Sodhani said today.
“We are very aggressive and very focused on china, and we’ll continue to find innovative companies and invest in them,” Sodhani said.
Intel Capital invested a combined $22 million in three Chinese technology companies, 6DXchange Inc., Beijing JoySee Technology Co. and Shanghai BOCOM Intelligent Network Technologies Co., it said in a statement today.
The investment arm of Intel Corp. (INTC) plans to invest about $500 million globally in 2011, President Arvind Sodhani said at a briefing in Beijing today. Intel Capital invested $327 million last year, according to its website.
Intel Capital is stepping up its search for technology companies in China, the world’s fastest-growing major economy, where the firm has made six investments this year. That number may increase to 12, Sodhani said today.
“We are very aggressive and very focused on china, and we’ll continue to find innovative companies and invest in them,” Sodhani said.
Intel Capital invested a combined $22 million in three Chinese technology companies, 6DXchange Inc., Beijing JoySee Technology Co. and Shanghai BOCOM Intelligent Network Technologies Co., it said in a statement today.
Smartphone maker Research in Motion Ltd. has released five new phones this morning, including one, gasp, that does not have a keyboard. While shares are getting a bounce pre-market, this announcement is still too little, too late.
Any idea that RIM may have of competing with Apple Inc for hardware dominance or with Google Inc for operating system dominance is surely wishful thinking. The coalition between Microsoft Corp and Nokia Corp also stands a chance of putting RIM further on the back burner later this year.
RIM’s hardware aspirations depend on volume, not profit margin. Apple’s iPhones currently produce nearly $300/phone in profit. Blackberries produce about $75/phone, barely ahead of third-place phone maker HTC Corp. In software platform distribution, RIM trails Google’s Android operating system, the rapidly vanishing Symbian OS from Nokia, and Apple’s iOS.
Any idea that RIM may have of competing with Apple Inc for hardware dominance or with Google Inc for operating system dominance is surely wishful thinking. The coalition between Microsoft Corp and Nokia Corp also stands a chance of putting RIM further on the back burner later this year.
RIM’s hardware aspirations depend on volume, not profit margin. Apple’s iPhones currently produce nearly $300/phone in profit. Blackberries produce about $75/phone, barely ahead of third-place phone maker HTC Corp. In software platform distribution, RIM trails Google’s Android operating system, the rapidly vanishing Symbian OS from Nokia, and Apple’s iOS.
mardi 2 août 2011
600 millions de fois ...oui ! à Apple
As if you needed more reasons to go long Apple (NASDAQ: AAPL).
According to a report from Forbes, China Mobile (NYSE: CHL) may be indeed getting the Apple iPhone, at least if you believe Chinese newspapers.
The Forbes report says that the world's largest cell phone company and the world's most popular phone have agreed to join forces, and the iPhone will run on China Mobile's CDMA network.
With over 600 million subscribers, China Mobile presents an opportunity for Apple that nowhere else in the world provides.
There were pictures out late in July that showed acting CEO Tim Cook meeting with China Mobile executives, presumably to discuss bringing the iconic phone to China Mobile, legally. According to a report from AppleInsider, there were already 4 million iPhones on the China Mobile network, but they are all illegal, as the two companies did not have a deal: until now.
When news hit that Cook was meeting with China Mobile execs, Brian White with Ticonderoga Securities was very positive on the smartphone market in China and what it meant for Apple. He said that the the high end phone market for smartphones in China is 100-125 million subscribers, which would translate to potentially $70 billion in revenues. "The numbers speak for themselves," he said in a note to investors. "For example, Apple generated approximately $5 billion in revenue from Greater China during (the first half of fiscal 2011) or 10% of sales compared to $3 billion for all of (fiscal year 2010)."
"Traveling to China is a major undertaking and we doubt Tim Cook would be visiting China Mobile unless the two companies were getting close to a partnership," White said. "Essentially, we believe the data points in recent months foreshadow an accelerated relationship between the two companies and we are inclined to believe that an announcement is imminent over the next several months."
Supposedly, the two companies will make available iPhone as early as October and as late as early 2012.
After Apple reported a blowout quarter that not even the highest estimates on Wall Street predicted, some thought that this was going to be the next catalyst for Apple going forward.
With over $76 billion in cash, and short-term securities, Apple has more cash currently than the U.S. Treasury (I know, the joke is old, but it puts things into perspective), and is probably more dominant and definitely more relevant in America's eyes.
China is going to be a huge market for Apple going forward, as revenue in the country rose six-fold from the year ago quarter, and this deal with China Mobile will only make China that much more important. Predominantly, the majority of Apple's revenues have been generated in the U.S. Going forward, it will likely be more even around the world, with Asia seeing huge growth as consumers clamor for the iPhone.
Apple just continues everyday to give investors reasons to buy the stock. $76 billion in cash. A 13 forward earnings multiple. Explosive revenue growth. The greatest tech innovator of our time (Steve Jobs).
Now it just gave you another 600 million reasons to buy it. Not bad for a company started out of a garage in California.
According to a report from Forbes, China Mobile (NYSE: CHL) may be indeed getting the Apple iPhone, at least if you believe Chinese newspapers.
The Forbes report says that the world's largest cell phone company and the world's most popular phone have agreed to join forces, and the iPhone will run on China Mobile's CDMA network.
With over 600 million subscribers, China Mobile presents an opportunity for Apple that nowhere else in the world provides.
There were pictures out late in July that showed acting CEO Tim Cook meeting with China Mobile executives, presumably to discuss bringing the iconic phone to China Mobile, legally. According to a report from AppleInsider, there were already 4 million iPhones on the China Mobile network, but they are all illegal, as the two companies did not have a deal: until now.
When news hit that Cook was meeting with China Mobile execs, Brian White with Ticonderoga Securities was very positive on the smartphone market in China and what it meant for Apple. He said that the the high end phone market for smartphones in China is 100-125 million subscribers, which would translate to potentially $70 billion in revenues. "The numbers speak for themselves," he said in a note to investors. "For example, Apple generated approximately $5 billion in revenue from Greater China during (the first half of fiscal 2011) or 10% of sales compared to $3 billion for all of (fiscal year 2010)."
"Traveling to China is a major undertaking and we doubt Tim Cook would be visiting China Mobile unless the two companies were getting close to a partnership," White said. "Essentially, we believe the data points in recent months foreshadow an accelerated relationship between the two companies and we are inclined to believe that an announcement is imminent over the next several months."
Supposedly, the two companies will make available iPhone as early as October and as late as early 2012.
After Apple reported a blowout quarter that not even the highest estimates on Wall Street predicted, some thought that this was going to be the next catalyst for Apple going forward.
With over $76 billion in cash, and short-term securities, Apple has more cash currently than the U.S. Treasury (I know, the joke is old, but it puts things into perspective), and is probably more dominant and definitely more relevant in America's eyes.
China is going to be a huge market for Apple going forward, as revenue in the country rose six-fold from the year ago quarter, and this deal with China Mobile will only make China that much more important. Predominantly, the majority of Apple's revenues have been generated in the U.S. Going forward, it will likely be more even around the world, with Asia seeing huge growth as consumers clamor for the iPhone.
Apple just continues everyday to give investors reasons to buy the stock. $76 billion in cash. A 13 forward earnings multiple. Explosive revenue growth. The greatest tech innovator of our time (Steve Jobs).
Now it just gave you another 600 million reasons to buy it. Not bad for a company started out of a garage in California.
gap up
Jul-20-2011
378.65 to 386....le stock est un buy quand le gap va se fermer...mon humble avis
Jul-20-2011
378.65 to 386....le stock est un buy quand le gap va se fermer...mon humble avis
Foxconn, qui fabrique des pièces électroniques pour Apple, Sony, Nokia et autres, remplace graduellement ses employés par des robots. D'ici trois ans, l'entreprise taïwanaise comptera sur 1 million d'automates, ce qui lui permettra de diminuer ses coûts de main-d'oeuvre.Le géant de l'électronique fait présentement appel à 10 000 robots. Ce nombre grimpera à 300 000 l'an prochain et atteindra le million dans trois ans. Pour l'instant, les robots n'effectueront que des tâches simples, telles la peinture, la soudure ou l'assemblage. Les 1,2 million d'employés de Foxconn ne seront donc pas tous remplacés, quoique ces étapes de la chaîne de montage représentent une part importante de ce qui est accompli par l'entreprise.Rappelons que plusieurs suicides d'employés de Foxconn ont été rapportés dernièrement. On indique que des conditions de travail difficiles pourraient être à l'origine de ceux-ci.
lundi 1 août 2011
MMI
Motorola Mobility, which split from parent company Motorola in January, posted a quarterly net loss on Thursday but said it expects to be profitable for the full year.
The US handset and tablet computer maker reported a net loss of $56 million for the second quarter, compared to a net profit of $80 million in the same quarter a year ago.
Revenue was up 28 percent over a year ago at $3.3 billion, slightly better than the forecasts of Wall Street analysts. Earnings per share of nine cents were also better than the six cents per share expected by analysts.
Motorola Mobility said it shipped 11 million mobile devices during the quarter, including 4.4 million smartphones and 440,000 Xoom tablets.
The Android-powered Xoom, Motorola's answer to the iPad, has received good reviews but has not managed to match the success of the hot-selling Apple device. Apple sold 9.25 million iPads last quarter.
Motorola Mobility said it expects to ship between 21 million and 23 million mobile devices this year, including between 1.3 million and 1.5 million tablets.
It said revenue from mobile devices rose 41 percent to $2.4 billion in the quarter, with Latin America and China driving the growth.
Revenue rose two percent at Motorola Mobility's home division in the quarter to $907 million.
"With a focus on profitable growth and delivering differentiated LTE smartphones and tablets, we expect to achieve profitability in Mobile Devices in the fourth quarter and for the full year," Motorola Mobility chairman and chief executive Sanjay Jha said in a statement.
CVX
Integrated oil giant Chevron Corporation on Monday saw its price target and earnings estimates raised by analysts at Barclays Capital.
The firm said it boosted its price target for CVX to $135, suggesting a nearly 30% upside to the stock’s Friday closing ...
The firm said it boosted its price target for CVX to $135, suggesting a nearly 30% upside to the stock’s Friday closing ...
Ce qui est surprenant de ce "upgrade" c'est que le stock a une résistance énorme à 110$...
et n'a jamais été plus haut de toute son histoire.
dimanche 31 juillet 2011
The juggernaut that is Apple (NASDAQ: AAPL) iPhone sales grows more powerful each day. New data show that Apple thrashed its smartphone competitors in the second quarter and may have become the largest smartphone vendor in the world. Figures from research firms IDC and Strategy Analytics on activity from April to June vary slightly, but the theme is the same. Apple’s competitors have not been able to launch products that were met with any significant success.
Strategic Analytics figures show that “Apple overtook Nokia and Samsung to become the world’s number one smartphone vendor by volume for the first time in history.” During the same period, overall worldwide smartphone sales grew 76% year-over-year to 110 million units. The cycle in which people replace “dumb” handsets with ones that can work on 3G networks, play multimedia products and games, and send large files is now well underway.
Apple’s success was nearly matched by the No.2 handset company in the world — Samsung. The Korean company’s global market share in the smartphone business was 17.5% compared to Apple’s 18.5% last quarter. Nokia (NYSE: NOK) continued its spiral down as its share dropped to 16.7%. It is worth remembering that Nokia was the top smartphone manufacturer in the world last year, and just three years ago sold nearly one in four of all handsets in the world.
Is there a lesson here among all the new data? Probably not. The numbers show what almost everyone in the smartphone industry knew already. The iPhone’s advance has been relentless for the three years since it was launched. It has only recently begun to get wide distribution in China, the world’s largest wireless market.
Skeptics about the iPhone’s future use three arguments for why the product’s sales will eventually falter. The first is that new models like the iPhone 5 will not have enough new features to lure buyers to replace older models or switch from other manufacturers. The second is that Android-powered handsets have gained ground because of popular features that were added to the Google operating system by companies that compete with Apple. The third is that any one company can only have so much market share before it reaches a saturation level.
None of these potential drawbacks apply to Apple for now. There is precedent in other markets and at other times for a product to hold 50% or more share in its sector. The Amazon (NASDAQ: AMZN) Kindle is one example. The Apple iPad is another. The iPhone’s market share is still less than 20%. The popularity of the product has not wavered. The iPhone’s piece of the market could still double....
Strategic Analytics figures show that “Apple overtook Nokia and Samsung to become the world’s number one smartphone vendor by volume for the first time in history.” During the same period, overall worldwide smartphone sales grew 76% year-over-year to 110 million units. The cycle in which people replace “dumb” handsets with ones that can work on 3G networks, play multimedia products and games, and send large files is now well underway.
Apple’s success was nearly matched by the No.2 handset company in the world — Samsung. The Korean company’s global market share in the smartphone business was 17.5% compared to Apple’s 18.5% last quarter. Nokia (NYSE: NOK) continued its spiral down as its share dropped to 16.7%. It is worth remembering that Nokia was the top smartphone manufacturer in the world last year, and just three years ago sold nearly one in four of all handsets in the world.
Is there a lesson here among all the new data? Probably not. The numbers show what almost everyone in the smartphone industry knew already. The iPhone’s advance has been relentless for the three years since it was launched. It has only recently begun to get wide distribution in China, the world’s largest wireless market.
Skeptics about the iPhone’s future use three arguments for why the product’s sales will eventually falter. The first is that new models like the iPhone 5 will not have enough new features to lure buyers to replace older models or switch from other manufacturers. The second is that Android-powered handsets have gained ground because of popular features that were added to the Google operating system by companies that compete with Apple. The third is that any one company can only have so much market share before it reaches a saturation level.
None of these potential drawbacks apply to Apple for now. There is precedent in other markets and at other times for a product to hold 50% or more share in its sector. The Amazon (NASDAQ: AMZN) Kindle is one example. The Apple iPad is another. The iPhone’s market share is still less than 20%. The popularity of the product has not wavered. The iPhone’s piece of the market could still double....
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