Liga admite vender parte do capital da empresa que tem os direitos de transmissão

[Ulisses Pereira]

Uma vez que existem alguns participantes do caldeirão muito interessados na CHTR, deixo-vos com o mais recente artigo escrito pelo Cramer há breves minutos onde fala nessa louca acção. Espero ~que vos seja útil.

Um abraço,
Ulisses

"Charter's Common Stock Tracks a Trend"

By James J. Cramer
11/26/2002 11:28 AM EST


"Now it's Charter's turn. Charter is a company that is struggling; its best hope is a reorganization in bankruptcy. In my opinion, the common stock is barely worth talking about, let alone "investing" in. The company has been hit repeatedly with restatements and has a totally shaky structure, despite its deep-pocketed backer, Paul Allen.

And in this market, that's all the reason you need to stand there and buy it up, betting that someone else will come in and take you out. That is precisely what is happening.


I think I should have seen all of this coming when WorldCom's common stock started trading up. That was the sign that anything goes right now.

Of course, the dynamics of a dollar stock are pretty strange. You don't have a lot to lose, so why sell? The short-sellers step in and sell because they know that ultimately the stock is going to be worthless. But between now and the ultimate is a lifetime.

Again, as I wrote earlier today, this is unhealthy for the market. I can't switch and say it is healthy. It is just no good and makes me want to sell some stock. This kind of speculation was dangerous in 1999 and 2000, and it's dangerous now.

I know I am raising cash in my portfolio right now, selling some marginal stocks, because increasingly I don't trust this market. I am nervous that we could be vulnerable to some sort of shock from the outside here, one I can't foresee but one that would make me a buyer of puts if I only were allowed to buy them.

Yeah, I am cautious here, real cautious, because of the Charters, the Lucents and the Nortels. There could be money to be made to the long side, but the only reason I would make that money is that I'm frozen on so many stocks because I keep talking about them on radio and can't make the sales or buy the puts I need to protect myself.

You should protect yourself, too. I know it must be difficult for those of you who sat out this rally to hear that I now think we are entering the danger zone, but everything tells me we are there and I want to raise cash. Now! "

(in www.realmoney.com)

[HDLP]

Vamos ver é se não é para baixo

[HDLP]

É pena pq a AMTEL parece que vai abrir com + 10% de valorização.

E Parece que é hoje que as minhas CHTR vão descolar. Pelo menos é o que eu Espero

[CHOCAPIC]

É uma pena não haver warrants de todas as empresas cotadas em NASDAQ senão hoje já teria comprado um put da ATMEL CORPORATION !! onde é que jã se viu nos tempos que correm uma acção subir 44,11% num só dia???? JÁ PARA BAIXO !!!!!






(a não ser que os 4dólares suportem )

[MozHawk]

...falta saber se para cima ou para baixo. Aqui está a agenda de amanhã:


BTM-UBSW Store Sales às 12:45 TMG


GDP 13:30 TMG

Real GDP Consensus 3.9 %
GDP deflator Consensus 1.1 %

Consensus Notes
Economists are predicting that the Commerce Department will revise up third quarter GDP to show a 3.9 percent growth rate, from the initial estimate of 3 percent. (Forecast range: 3.4 to 4.0 percent) The GDP deflator is also likely to remain near its advance estimate of 1.1 percent.

Redbook 13:55 TMG

Consumer Confidence 15:00 TMG

Consumer Confidence Consensus 86.5

Consensus Notes
The Conference Board's consumer confidence index is expected to increase sharply to 86.5 in November from the anemic October level of 79.4. Particular levels of confidence are not necessarily associated with specific spending levels, but it is useful to note trends. (Forecast range: 84 to 92)

New Home Sales 15:00 TMG

New Home Sales Consensus 990 K

Consensus Notes
The market consensus shows that new home sales are likely to drop 3 percent in October, to a level of 990,000. New home sales have been reaching new highs in the past few months, so a pullback would not mean a capitulation for the housing market, just a respite. (Forecast range: 960,000 to 1,010,000-unit rate)

Agora, é só esperar que corra tudo bem!

Um abraço,

MozHawk