Detetado primeiro caso de conflito de interesses no PRR

[On fire]

Muito bem sacado este artigo, Ulisses!!!
Embora não invista muito no mercado americano, é um bom indicador para todas as outras praças mundiais.

Se ainda não podes comentar,desde já te agradeço este tipo de informação que para mim é muito útil

Abraço e bons negócios

[atomez]

Este é um "rally dos cépticos" mas é um rally e há que aproveitar.

[AC Investor Blog]

Ulisses é pena que ninguém comente este artigo bastante interessante do Cramer. Nem sempre gosto dele mas há artigos que deveriam de servir de reflexão para aqueles que continuam a remar contra a maré.

[Ulisses Pereira]

"A Perfect Moment for the Bulls"

By Jim Cramer
RealMoney Columnist
11/9/2009 10:43 AM EST

"No more earnings to speak of. No more Fed for a while. No more data points. No more liquidations. Still plenty of shorts. Still plenty of negativity, as evidenced by the big MSNBC piece I read this weekend, "Aging Bull: Stock Market in for a Rough Ride." Or how about the lead story of The Wall Street Journal: "Companies that cater to consumers believe people are digging in for a long, frugal winter." Just so wrong, so off, so the opposite of all the work that I do.

In the meantime, what do we really have here? The earnings have spoken, and they are positive overall. Warren Buffett has spoken, and he is unbelievably positive. The Fed has spoken, and it is not tightening any time soon. The dollar has spoken, and it is hugely positive for anything we export or any company with more than 50% foreign ,which is a gigantic number of companies because so many of our companies have given up on this economy. The electorate has spoken, and it is sick of the government's inability to create jobs.

Now, bears, what happens if we get a jobless claims number under 500,000? We know that Vulcan Materials (VMC - commentary - Trade Now), in a much-overlooked statement, said the stimulus is at last here. Vulcan's business is about building, and there hasn't been much from the stimulus.

That means the ability to buy so many companies that are overseas-oriented: Intel (INTC - commentary - Trade Now), Microsoft (MSFT - commentary - Trade Now), Cisco (CSCO - commentary - Trade Now), Johnson & Johnson (JNJ - commentary - Trade Now), Caterpillar (CAT - commentary - Trade Now), 3M (MMM - commentary - Trade Now), United Tech (UTX - commentary - Trade Now), Boeing (BA - commentary - Trade Now), Hewlett-Packard (HPQ - commentary - Trade Now), McDonald's (MCD - commentary - Trade Now), Alcoa (AA - commentary - Trade Now), IBM (IBM - commentary - Trade Now), Procter (PG - commentary - Trade Now), Coke (KO - commentary - Trade Now), Merck (MRK - commentary - Trade Now) and Pfizer (PFE - commentary - Trade Now), just to give you the Dow stocks that are weighted perfectly for the overseas turn.


Meanwhile, I cannot overemphasize how wrong the shorts have been. Let's use four stocks to explore the "wrongness" of the shorts -- McDonald's, Amazon (AMZN - commentary - Trade Now), RadioShack (RSH - commentary - Trade Now) and Skyworks (SWKS - commentary - Trade Now).

The estimates for McDonald's' business are so U.S.-centric that they simply don't even seem to take into account the fact the company's growth is all international. People continue to underrate the franchise even though the company raised its dividend in part to signal the underlying strength of their business.

The bears haves shorted 10% of RadioShack simply because it is a crummy company. But it has expanded its phone distribution business and has a ton of cash. It is simply a terrible short now that it carries so many smartphone lines. And the stock is rocking after its upgrade this morning. Bears had better watch out on this one!

Skyworks, which Break Out Stocks has been behind up here, was supposed to blow up along with TriQuint (TQNT - commentary - Trade Now). It seemed like a risk-free short. It turns out to be the opposite. Skyworks totally delivered. The undercurrent of the last few suppliers' quarters was the Internet tsunami had lost its steam. Skyworks says that's not true. That could mean Apple (AAPL - commentary - Trade Now) is off to the races toward my $300 target.

Finally, there is Amazon. So many people shorted this thing off the "price war" with Wal-Mart (WMT - commentary - Trade Now) without understanding the changing nature of Amazon, especially now that it has bought Zappos.

The consumer was hit last year by high oil prices and came over to Amazon during that period, only to discover the value and the price. People see real bargains in going to Amazon, especially people who would not shop at Wal-Mart. AMZN is a terrible short, just terrible.

So, to sum up, no new data points that could derail us. Nothing to trade off of. Seasonably strong moment. Too many bears. Too many analysts and pundits negative.

Just a good moment for the bulls. And remember, I tried so hard to wear the bear suit last week. It just didn't fit.


At the time of publication, Cramer was long Cisco and Procter & Gamble. "

(in www.realmoney.com)