vendredi 23 décembre 2011

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.

jeudi 22 décembre 2011

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.

mercredi 21 décembre 2011

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.

mardi 20 décembre 2011

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.

lundi 19 décembre 2011

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 !

dimanche 18 décembre 2011

...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/