Vacances

Nous y voilà...le pizzaman boursicoteur prend des vacances.
Je vais être de retour ici sur mon blog le lundi 6 Août et 
sur radiopirate.com dans la semaine du 20 Août.

.... une pause dans ma vie de père de famille, de restaurateur, de collaborateur radio et de boursicoteur. Mon Amour et moi retournons voir nos amis les bernard l'hermite au 18 em parallèle...

Merci!

Gold !

la MA 200 a le nez au sud....!.....??....um...?

cliquez pour agrandir "

1 pomme..... 3 avis.....

Former Merill Lynch hardware analyst Steve Milunovich, who hung up his hat in 2005, has materialized at UBS, where he kicks off coverage today of Apple (AAPL) with a Buy rating and a $740 price target, writing that "Apple is creating a tech empire that likely has not reached its zenith."


In case you missed it, hedge fund Greenlight Capital’s David Einhorn was on Squawk Box on CNBC this morning, saying that he is still a “big bull” on Apple (AAPL) shares. “We’re not in Apple for a quarter, we’re two, three years into the Apple investment, and the way it seems headed, it’s likely we’ll be there ... 

Barclays Capital‘s Ben Reitzes this afternoon reiterates an Overweight rating on shares of Apple (AAPL) and a $750 price target, writing that his counterparts are cutting estimates for the company for the June-ended fiscal Q3 even though investors have already arrived at what he thinks are more reasonable expectations

from Bloomberg

Rhodium, the past year’s worst- performing metal, is poised to rebound as record car sales curb a supply glut at a time when producers are idling unprofitable mines and postponing spending on new projects.

The surplus will decline 62 percent to 52,900 ounces this year, the least since 2008, as production contracts, Morgan Stanley estimates. The car industry, which uses rhodium-coated catalytic converters, will consume the most in five years. Prices that slumped 38 percent in the past 12 months will rally 62 percent to $2,000 an ounce by the end of 2013, the median of eight analyst estimates compiled by Bloomberg shows.

The metal, usually found alongside platinum and palladium, fell 88 percent since reaching a record $10,100 in 2008 as carmakers cut the amount used in each autocatalyst and increased recycling to reduce costs. The slump is curbing revenue for mining companies from Johannesburg-based Anglo American Platinum Ltd. (AMS) to Impala Platinum (IMP) Holdings Ltd. and Aquarius Platinum Ltd. (AQP) said June 21 it was suspending the Everest mine inSouth Africa because it is no longer profitable.

“One of the key reasons why the industry at the moment is not making money is because the rhodium price isn’t supporting producers like it used to,” said Justin Froneman, an analyst at SBG Securities (Pty) Ltd. in Johannesburg. “A lot of confidence has been lost just because of how volatile it has been. The price is going to have to tick higher.”

Exchange Traded

Rhodium dropped 12 percent this year to $1,235, the lowest since April 2009, according to London-based Johnson Matthey Plc, the maker of one in three autocatalysts. Platinum advanced 1.8 percent to $1,426.25 an ounce and palladium declined 12 percent to $578.25 an ounce. The Standard & Poor’s GSCI gauge of 24 commodities retreated 5.7 percent and the MSCI All-Country World Index (MXWD) of equities added 2.9 percent. Treasuries returned 2.5 percent, a Bank of America Corp. index shows.

Deutsche Bank AG introduced exchange-traded products backed by rhodium in May 2011 and they now hold 36,900 ounces valued at about $45.6 million, according to data from the Frankfurt-based bank. That compares with the 1.34 million ounces of platinum and 1.94 million ounces of palladium held in ETPs, data compiled by Bloomberg show.

The metal is used with platinum and palladium in canisters with honeycomb-like surfaces that transform emissions. Rhodium converts nitrogen oxides, blamed for acid rain, into nitrogen and oxygen. Global sales of cars and light commercial vehicles will reach a record 79.9 million units this year and 85.3 million in 2013, according to LMC Automotive Ltd., a research company in Oxford, England. Carmakers will use 837,000 ounces of rhodium in 2013, the most since 2007, Morgan Stanley estimates.

no comment

http://radioego.com/ego/listen/10047

JMBA.q

RIM avec espoir...

Despite all the doom and gloom at RIM of late, CEO Thorsten Heins is a long, long way from throwing in the towel. After denying a "death spiral" and responding directly Globe & Mail reader questions, he sat down with CIO's Al Sacco to talk about what he sees coming next year -- and why we're going to have to wait another couple of months for BB10.

 The reason for delay, he says, "is not because we added stuff to it. The delay is because our software groups were actually so successful in coding the various feature components... we got overwhelmed by integration efforts." In other words, the company didn't add too much stuff, there simply was too much stuff. That's a very different state of affairs.

That being the state of play, the decision to delay again was a natural one, says Heins. "What I commit to the public out there is that when we ship BlackBerry 10, we will do it at high quality." And he, of course, has high hopes for what they ship. "In January with the full touch device and the QWERTY coming, I think we will reinstall faith in RIM." That seems to imply a January release for the device, or at least a final media unveiling, which could make the 2013 CES RIM's last, best hope.

Hillary

“There is still a chance to save the Syrian state from a catastrophic assault that would be very dangerous not only to Syria, but to the region,” said US Secretary of State Hillary Clinton in Tokyo, Sunday, July 8. “

"liqueur" de pauvres...

Profit margins are rising at Cott , the world's No. 1 seller of private-label sodas, and debt is expected to fall. It is also using funds to buy back shares. Cott stands to benefit significantly from the more favorable soft-drink environment, Barron's contends. Gross margins could return to 14%-15%. And, the company is on track to earn $57.7M, or 60c a share this year on revenue of $2.3B. In 2013 earnings could rise an additional 25%, to 75c a share. Cott's shares would be worth $10.84


bcb.to
cot.nyse

http://www.cott.com/