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.

"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.

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.”

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.

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

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.