Diesel europeu duplica de valor e ameaça afetar todos os preços

[Roberto Torrão]

Certo dia um amigo diz para o outro(ambos eram investidores em mercados financeiros):

- Tenho muito azar...
- Por quê? Diz o outro
- Porque sempre que fico longo o mercado desce...e sempre que fico curto o mercado sobe...

E diz o amigo então...

- Olha, não sei, mas se calhar podias fazer ao contrário daquilo que pensas, ou seja, quando achares que vai subir, ficas curto, e quando achar que vai cair, ficas longo

e diz o primeiro...

- Mas eu já faço!!!!!!!!!!!

[Ulisses Pereira]

Aqui fica um artigo escrito hoje pelo Cramer na abertura. E a sessão tem caminhado no sentido que ele esperava.

Um abraço,
Ulisses

"Tough Day for the Shorts"

By Jim Cramer
RealMoney.com Columnist
2/14/2007 9:35 AM EST

"Garmin (GRMN - commentary - Cramer's Take - Rating) was supposed to be bad. Daktronics (DAKT - commentary - Cramer's Take - Rating) was supposed to be great. Deere (DE - commentary - Cramer's Take - Rating) exceeds even the most aggressive guidance. Chrysler (DCX - commentary - Cramer's Take - Rating) fires more people, and it's good. Applied Materials (AMAT - commentary - Cramer's Take - Rating) guides up optimistically on memory business even as Micron (MU - commentary - Cramer's Take - Rating) said last week that memory business is bad.


Crazy.

And, really hard on the shorts who were keying on all of these companies.

All of them.

So today could be a wild one, as these positions were heavily bet against and it is options-expiration week, which means there were a ton of puts keying on shortfalls.

In Garmin alone, I saw thousands of puts bought against the company, especially given the last quarter's disappointment. There were solid sell-side analysts who had been right who were betting against this company. Look for that stock to climb to $60 as those who own puts blow them out. Gigantic beat.

Deere's amazing; it is this year's Schlumberger (SLB - commentary - Cramer's Take - Rating). Last night on "Mad Money," I talked to the CEO of Agrium (AGU - commentary - Cramer's Take - Rating), one of the largest fertilizer plant companies with 500 retail outlets, and management has good visibility through the end of 2008.

You can't find that kind of visibility in other industries, and Deere's the implement company sure as we get service for oil. The shorts here in Deere were emboldened by the severe disappointment in Agco (AG - commentary - Cramer's Take - Rating) the other day. It's very clear that Agco doesn't have a clue, and Deere is best in show. But the rising tide is so strong, Agco probably takes out its high!

Applied Materials? You kind of have to believe this company, not Micron, at least today, because it was so darned bullish and had been conservative.

Daimler? Maybe if you fire them all, it goes up 10!

Tough day for the shorts; fabulous day for the longs. "

(in www.realmoney.com)