Maioria esperava um resultado mais baixo do Chega, mas não ficou surpreendida com ascensão

[J.Smith]

Navete, aquilo que posso dizer em relaçao aos mercados estarem a reagir mal apesar dos resultados acima das espectativas é devido às empresas estarem à espera de maus resultados no 2º trimestre, ou seja, ha de certa forma uma falta de optimismo nos mercados, isto aliado à subida dos maximos do preço do petroleo e da subida ouro...

Como ja foi dito e redito, actualmente estamos numa fase muito importante, existe uma grande luta entre os touros e os ursos, so qd sair um vitorioso saberemos a tendencia a médio prazo do mercado.

É só a minha opinião e ele vale o que vale.

Abraço e bons negocios

[salvadorveiga]

Banco BEST - 22-Abr-2008 15:01
Dados EUA : Existing Home Sales : 4.93M (Esp 4.92M), Existing Home Sales MoM : -2.0% (Esp -2.3%), House Price Index MoM : 0.6% (Esp -1.5%)

porque é que os teus valores sao diferentes dos meus ?

Dados EUA: Existing home Sales: 4.9M (Esp. 4.92M), Existing home Sales MoM: -2.0% (esp. -2.3%),
14:01
Dados EUA: House Price Index MoM: 0.6% (Esp. -1.5%).
14:03
Dados EUA: Richmond FED Manufacturing Index: 0 (Esp. -1, Ant. 6).

EDIT: esqueçam... parvo ando a dormir

[tunes]

Banco BEST - 22-Abr-2008 15:01
Dados EUA : Existing Home Sales : 4.93M (Esp 4.92M), Existing Home Sales MoM : -2.0% (Esp -2.3%), House Price Index MoM : 0.6% (Esp -1.5%)

[Navete]

J. SMITH, claro que podes dizer de tua justiça, aliás toda a informação credivel é util!

Vamos ter hoje isto tudo bem vermelho, podemos fechar a loja.

[J.Smith]

Yahoo! Needs to Play a Winning Hand

SAN FRANCISCO -- Yahoo!'s first-quarter results on Tuesday will go a long way in determining whether the Internet giant can squeeze more money out of Microsoft.

Sunnyvale, Calif.-based Yahoo! has already reiterated its revenue guidance of $1.28 billion to $1.38 billion for the quarter and $5.35 billion to $5.95 billion for the year, leaving many analysts believing that the company will -- at the very least -- meet those estimates.

If it does meet or surpass estimates, Yahoo! has a stronger case that it's worth more than the $31-a-share buyout price that Microsoft is now offering.

Wall Street analysts predict first-quarter revenue for Yahoo! of $1.32 billion and earnings of 9 cents a share. For the year, they estimate revenue of $5.63 billion.

Microsoft, which made a play for Yahoo! after it reported weak fourth-quarter results, has warned that if no deal is reached, it will initiate a proxy fight to oust Yahoo!'s board, replacing it with candidates who would favor a Microsoft takeover.

"With the three-week ultimatum from Microsoft rapidly looming (effectively April 26th), we think Yahoo! management will have focused hard on the current quarter," wrote Sanford Bernstein analyst Jeffrey Lindsay in a recent research note.

Lindsay further noted that Yahoo! had taken its guidance very low in the fourth quarter, and a miss could seriously undermine any efforts to convince investors that the company still has plenty of value. Stanford Bernstein makes a market in Yahoo! shares.

Indeed, many observers have suggested that Yahoo!'s standoffishness in its dealings to date with Microsoft goes a long way to prove that the company knows it is sitting on a strong earnings report.

"Failure to meet these diminished expectations would greatly strengthen Microsoft's hand in the current takeover battle," Lindsay said.

Yahoo! has maintained from the start that Microsoft is substantially undervaluing the company at $31 a share. It has also sought to come up with alternatives to a merger by outsourcing some of its online ads in the U.S. market to Google, as well as engaging in talks with Time Warner's AOL division.

RBC Capital Markets analyst Ross Sandler noted in his research that Yahoo!'s reaffirmed guidance speaks volumes, especially given the company's strong track record of beating the midpoint of guidance over the past five quarters.

"We continue to believe that the YHOO-MSFT transaction comes to fruition, and if Yahoo can post upside in 1Q, there is upside bias to the takeover value," Sandler wrote. RBC makes a market in Yahoo! shares.

Mark Mahaney, an analyst for Citigroup, recently upgraded Yahoo! to a buy, noting that the company's stock is trading at a 10% discount to Microsoft's current offer, and at a 20% discount to a potential bid of $34 a share, which leaves it with an attractive risk-reward outlook. Yahoo! shares closed Monday at $28.55.

"In fact, given the committed MSFT bid, we view YHOO as one of the best defensive plays in the Internet sector in this recessionary environment," Mahaney wrote. "Also, at the margin, we view Google's relatively strong first quarter results as increasing YHOO's negotiating leverage." Citigroup has an investment banking relationship with Yahoo!.

Last Thursday, Google blew past first-quarter estimates, offering some comfort to investors who had worried that the Internet behemoth would fall prey to macroeconomic pressures.

Jeetil Patel, an analyst for Deutsche Bank, wrote in his research that he expects some potential upside to Yahoo!'s revenue guidance, "considering the company's aggressive approach to demonstrate its value and pushing the benefits of the new platform around the 3Q/4Q timeframe of the year." Deutsche Bank makes a market in Yahoo! shares.

Earlier this month, Yahoo! launched the AMP platform, which is designed to simplify the process of buying and selling ads online.

Patel said he expects Yahoo!'s earnings call to shed light on any new developments in the Microsoft bid, as well as initial results from the company's decision to outsource ads to Google. Yahoo! may also provide more detail on how it plans to grow in light of traffic issues and slowing ad spending, as well as the state of the display advertising business, which is starting to show some signs of weakness.

Too much weakness, however, won't do much good for Yahoo!'s bid to be valued at anything more than $31 a share.

Aqui estao as estimativas e prognosticos da Yahoo.

[dnr]

Pois, só no final.
Mas não acredito que o DAX desca, pois já temos os Indices Americanos bastante avermelhados.

Lá o Bovespa está dando...

Já que tocou no assunto, como não sei nada sobre o mercado do Brasil, pergunto:
Seria interessante acompanhar aquele mercado?
Sou mesmo um Brazuca de M.. Já um amigo me tinha dito Mas é que 18 anos de Portugal é muita coisa para ser Brazuca de verdade (igual os da novela).

[scpnuno]

A YAHOO é só no finalzinho mesmo. Depois de terem fechado.

Mas segue o que diz o Ulisses e deixa passar os primeiros 15 minutos depois da abertura - é aquela altura em que os indices se perguntam a si próprios "quem sou? de onde venho? pra onde vou?"

Mas que está com cara de quem pegou machibombo para o sul, está.

[Navete]

Pois, só no final.
Mas não acredito que o DAX desca, pois já temos os Indices Americanos bastante avermelhados.

Lá o Bovespa está dando...

[dnr]

OLha lá o Machimbombo pro sul

Ainda tava com os meus puts

Quem é que acha possível manter assim?

Ou haverá alguma hipótese de inverter?

O Yahoo só no final não é?

[dnr]

DNR, voçe é Brasileiro... ?

Adivinhão

[Navete]

DNR, voçe é Brasileiro... ?

[dnr]

Os futuros não estão nem aí pra AT&T!!!!

Pegaram o machimbombo, ou sei lá qual é o nome, pro sul.

[dnr]

Mais essa boa notícia para vermos o DAX a ..... "DESCER"

[DC89]

Lucro da AT&T sobe 22% com vendas do iPhone e redução dos custos
A AT&T, a maior companhia telefónica norte-americana, anunciou hoje que o seu resultado líquido cresceu 22% nos primeiros três meses do ano, tendo sido impulsionado pela venda de dispositivos electrónicos portáteis, como o iPhone e redução de custos, no montante de 86 mil milhões, na sequência da fusão com BellSouth.

[Navete]

DNR, o que eu vejo é que isto não sai do sitio...
Para cair é melhor não mexer!
Mas olha, se o DAX for para cima não deverá ser com muita força max 0,45%, foi o topo de hoje, mais só para amanhã, e lá esta, veremos o fecho dos States.

[dnr]

DNR, portanto achas que isto vai subir?

Já reparas-te que os alemaes estão à espera de algo...

Era o que eu imaginava

1-Resultados, até agora, no mínimo os esperados, bons ou melhor que isso;

2-Ontem um martelinho no DAX;

3- A tendência (segundo a malta)

Masssss....

Achas o contrário?

[Navete]

DNR, portanto achas que isto vai subir?

Já reparas-te que os alemaes estão à espera de algo...

[scpnuno]

Antes de mais, parabéns à paciencia para escrever este tópico.

Qual paciencia???? Eu "estou pagando" ao Mech para ele manter isto em dia - um pacote de fraldas por semana. Vê se ajudas...

Por "acaso" peguei o bonde de us TW's puts e correu bem!! Mas vou já sair.... ops... tchau.

Neste continente chamam "autocarro" a isso. E no continente de onde eu venho chamam "machibombo". É a globalização nos mercados (e nos transportes publicos)

Beijocas

[J.Smith]

Ola a todos.

Navete, não sou o Mech mas tambem posso mandar uns bitaites lol os mercados estão à espera da abertura dos mercados nos States, assim como dos resultados da Yahoo e dado a altura que estamos, todo o cuidado é pouco.
Deixo aqui um arquivo a explicar melhor a situação(na altura que sai ainda nao tinham sido divulgados os resultados da ATT).

Abraço e BN

Wall Street Poised to Decline Early

Stock index futures were foretelling a lower open on Wall Street Tuesday as investors dealt with a disheartening forecasts for corporate America and another record-breaking day for crude oil.

S&P 500 futures were down fractionally at 1388 and were nearly 2 points below fair value. Futures on the Nasdaq 100 were off 6 points at 1908, and were more than 12 points below fair value.

Last time out, stocks had a mostly downbeat day after disappointing news out of the financial space, but the major averages finished mixed as tech shares gathered strength toward the end.

All told, the Dow Jones Industrial Average gave up 24 points to 12,825, and the S&P 500 lost 2 points to 1388, but the Nasdaq Composite closed up 5 points to 2408.

After the last close, Texas Instruments (TXN - Cramer's Take - Stockpickr) said its second-quarter results would likely be at the lower end of analysts' consensus target. TI also said it's pulling back on manufacturing activity at its factories, citing economic concerns. First-quarter earnings were in line with expectations, but shares were still down 2% in premarket trading.

Netflix (NFLX - Cramer's Take - Stockpickr) stock plunged in after-hours trading after predicting that new-customer growth will slow down in the current quarter. The movie rentere also took a penny off its 2008 outlook. For the first quarter, the company saw surges both in income and in new-customer acquisitions.

Ahead of the new session, AT&T (T - Cramer's Take - Stockpickr) ticked down even though its first-quarter adjusted earnings rose 10.3% to $4.5 billion. On a per-share basis, the Dow component earned 74 cents, meeting estimates. Shares were off 0.6%.

Meanwhile, crude oil hit another new intraday high of $118.05 before pulling back to $117.67, a gain of 19 cents. Gold futures were up $6.90 to $924.50.

On the data side, the National Association of Retailers is due to release existing-home sales numbers at 10 a.m. EDT.

Treasury prices were slipping. The 10-year note was down 5/32 in price to yield 3.75%, and the 30-year bond shed 10/32 in price, yielding 4.51%.

Markets abroad were mixed. In Asia, Tokyo's Nikkei 225 sank 1.1%, but the Hang Seng Index in Hong Kong rose 0.9%. Among European exchanges, the FTSE in London was up marginally, the Paris Cac was down a fraction, and Germany's Xetra Dax climbed 0.2%.

[dnr]

Antes de mais, parabéns à paciencia para escrever este tópico.

É realmente muito útil (poupa imenso tempo).

Obrigado.

Entretanto, estou a acompanhar o DAX que,.... não mexe para o lado certo!!!

O que achas? Será o "wait for the begining"?

Por "acaso" peguei o bonde de us TW's puts e correu bem!! Mas vou já sair.... ops... tchau.

[Navete]

Mecânico, esses relatórios são razoaveis.
Porque é que os indicies estão vermelhos!?

Não consegues mudar isto!?

[The Mechanic]

Lockheed first quarter up 6 percent; raises 2008 outlook on healthy space business


WASHINGTON (AP) -- Defense contractor Lockheed Martin Corp. says its first-quarter earning rose 6 percent as higher sales of space equipment, missiles and other combat tools offset a dip in fighter jet sales.
Lockheed, the world's largest defense supplier, says it earned $730 million, or $1.75 per share, up from the $690 million, or $1.60 per share in the first quarter of 2007. Revenue was $9.98 billion for the quarter, compared with $9.27 billion during the same period last year.

Analysts surveyed by Thomson Financial expected Lockheed to make $1.63 per share on sales of $9.69 billion.

The company also raised its outlook for 2008 by 10 cents, saying it expects to earn between $7.15 and $7.35 for the year on revenue of between $41.8 billion and $42.8 billion. Much of the improvement is expected to come in the company's space division.

Analysts expect Lockheed to earn $7.37 per share on $42.8 billion of revenue.

Isto é muito bom . A empresa é global e apresenta um aumento no seu outlook pra 2008 !
Muito bom .


Um abraço ,

The Mechanic

[The Mechanic]

McDonald's reported the following first quarter highlights:

-- Global comparable sales increased 7.4%

-- Growth in consolidated Company-operated and franchised restaurant margins for the ninth consecutive quarter

-- Consolidated operating income increased 24% (16% in constant currencies)

-- Earnings per share were $0.81, up 31% versus $0.62 in 2007, and included $0.05 per share of currency benefit
-- The Company repurchased $2 billion of stock and paid a quarterly dividend of $0.375 per share, totaling approximately $430 million

Os Chineses a CFN hamburgurs são MESMO , uma máquina...

Parece estar com bom aspecto .



Um abraço ,

The Mechanic

[The Mechanic]

AT&T 1Q profit up 22 percent on strong wireless growth

AT&T first-quarter profit rises 22 percent on strong wireless growth


NEW YORK (AP) -- AT&T says its first-quarter earnings rose 22 percent as its wireless division saw continued strong growth and the enterprise services division reversed a declining trend.
The country's largest telecommunications company said Tuesday it earned $3.46 billion, or 57 cents per share, in the quarter, compared with $2.85 billion, or 45 cents per share, a year ago.

Excluding items, AT&T earned 74 cents per share, up from 65 cents per share a year ago.
Revenue rose 6.1 percent to $30.7 billion.

The earnings per share and revenue figures matched the average expectation of analysts polled by Thomson Financial.

Foi à queima com os Analistas ...



Um abraço ,

The Mechanic

[The Mechanic]

Wyeth 1Q profit falls but tops expectations; backs outlook


Generic competition hurts Protonix sales, but Wyeth beats expectations and reaffirms outlook


MADISON, N.J. (AP) -- Wyeth has topped first-quarter expectations, despite generic competition slashing sales of heartburn drug Protonix, and says it is on track to meet full-year estimates.
The Madison, N.J.-based drugmaker's profit fell to $1.2 billion, or 89 cents per share, from $1.25 billion, or 92 cents, a year ago. Excluding charges, latest-quarter earnings were flat at 94 cents.

Revenue increased 6 percent to $5.71 billion. Sales of Protonix fell 66 percent following Teva Pharmaceuticals' launch of a generic version, but sales of arthritis drug Enbrel spiked 36 percent.

Analysts surveyed by Thomson Financial expected profit of 90 cents per share on revenue of $5.50 billion.

Wyeth reaffirmed its outlook for full-year adjusted earnings of $3.35 to $3.49, compared with Wall Street's average estimate of $3.42.

Vão saindo...
Para a sessão de hoje : AT&T e McDonalds é que interessam...


Um abraço ,

The Mechanic