Montenegro anuncia redução de IRS nas rendas, isenção de mais-valias e maior dedução à coleta

[Mariachi]

Boas!

O pior é que esse sinal já foi dado se não me falha a memoria 2 vezes nos "ultimos" tempos.
As coisas nao tao nada bem lá fora. Hoje o NASDAQ e o DOW andaram numa roda viva, como nunca tinha visto. Andou a alternar entre o verde e o vermelho loucamente.

Um abraço e bons negocios

[Serrano1963]

Parece-me um grande apelo para o corte severo nas taxas o que a fazer-se denotaria que as coisas estão beras e que ainda não encontrámos o suporte da correcção
Como defendes Ulisses ao cortar 0,5 o sinal dado seria de queda dos mercados e não de subida...

[Paionense]

Um excelente artigo, com uma visão excelente.
Obrigado pela partilha

Abraço
JP

[Ulisses Pereira]

"Stocks to Own in the Era of a No-Grow Fed"

By Jim Cramer
RealMoney.com Columnist
1/7/2008 7:12 AM EST

"Can someone, anyone, tell me why we can bank on this Fed? "The Fed has to cut 50 basis points or we are going to Dow 12,500."

Yeah, OK. I get it. Fed panicked and cut 50 last time we were shocked with a weak employment number. Maybe they will do it again.

But I look at it a different way. This Fed thinks it is smarter than all of us. It looks at ways to tinker to bring down the short-rates without attacking them head on. They are clever.

Clever's stupid.

I look at things very differently since last August. I look at the wrong course and think how that will impact the market.

It's been such a right call. I developed a stress test of financial stocks in the fall struck at 100; it hit 50 on Friday. This basket of home builders, banks, insurers and savings and loans is a total referendum on what the Fed will do and you can tell from its trajectory the Fed trend of screwing up and doing the wrong thing is your only friend.

Which brings me to the obvious conclusion: why do people insist on thinking that "if the Fed doesn't do this or that?."


Why don't we think, "What can we make money in, despite the Fed's attempts to keep stocks from going higher?"

I think you can make money in those twice blessed: the stocks that help cure famine and give us oil alternatives: Monsanto (MON - commentary - Cramer's Take), Deere (DE - commentary - Cramer's Take - Rating), Agrium (AGU - commentary - Cramer's Take - Rating), Mosaic (MOS - commentary - Cramer's Take - Rating), Bunge (BG - commentary - Cramer's Take - Rating) and Syngenta (SYT - commentary - Cramer's Take).

We can make money with companies that are adding reserves or helping to find deep reserves: XTO (XTO - commentary - Cramer's Take - Rating), Apache (APA - commentary - Cramer's Take - Rating), Anadarko (APC - commentary - Cramer's Take - Rating), Transocean (RIG - commentary - Cramer's Take - Rating), Conoco (COP - commentary - Cramer's Take - Rating), Schlumberger (SLB - commentary - Cramer's Take - Rating) and Halliburton (HAL - commentary - Cramer's Take - Rating).

And we can make money in long-term infrastructure plays that process crummy fuels and turn them into clean ones or develop alternative energy fuels or create giant petrochemical projects: Shaw (SGR - commentary - Cramer's Take - Rating), Foster-Wheeler (FWLT - commentary - Cramer's Take - Rating), Jacobs Engineering (JEC - commentary - Cramer's Take - Rating), Fluor (FLR - commentary - Cramer's Take - Rating).


Or solar power stocks: Sunpower (SPWR - commentary - Cramer's Take - Rating) and First Solar (FSLR - commentary - Cramer's Take).

We can make money in stocks of companies that have earnings growth greater than 30%: Apple (AAPL - commentary - Cramer's Take - Rating), Google (GOOG - commentary - Cramer's Take - Rating) and RIM (RIMM - commentary - Cramer's Take - Rating).

And the rest? The Fed won't let the economy grow enough or the net interest margin expand enough to own anything else for more than an oversold bounce.

Talk to me if the Fed changes its mind. Otherwise there isn't much here except down.

The issue of course is that in sum total those groups represent maybe 40 stocks. There are 6,000 stocks that are going to react badly to the Fed's plan to be hands-off and see what happens.

That's a better way to look at things.

At the time of publication, Cramer was long COP, RIG and XTO. "

(in www.realmoney.com)