"Construção" de proposta de reforma da lei laboral vai para consulta "definitiva" de parceiros, anuncia ministra

[Keyser Soze]

update

[Keyser Soze]

preço entrada:fecho sexta, 11 Agosto 2006

[Keyser Soze]

criei estes 2 portfolios virtuais na mesma altura do post (preço entrada:fecho sexta, 11 Agosto 2006) para contextualizar os artigos, procurarei fazer uma update semanal.

[Rui12ld]

Ahhhhhhh alguém que acompanha chinesas!

Para quem gosta de CDC http://www.fool.com/news/commentary/200 ... it=y&npu=y

Retirado do artigo/entrevista:

"It is an exciting time to be a CDC shareholder, and a profitable one at that, with the stock up more than 100% in the past 14 months or so. The good times may just be getting started. CFO Verome Johnston had this to say about the company's recent stock price: "We continue to believe that the Company harbors additional value not currently reflected in our stock price."

The company is putting its money where its mouth is. Last month, it completed its first $20 million stock repurchase program. A second $20 million program was just approved by the board of directors. Should you be a buyer as well? At the very least, CDC warrants a closer look and an addition to the watch list."

[Keyser Soze]

[Keyser Soze]

não percebo pq deu esse erro

o site da Morningstar é de confiança

[englishman]

Olá.

Esse "site" da Morningstar é interessante mas agora ao abrir a página o meu Spy deu-me este resultado... o que será pretendido com este /Avenue...??
Eu bloquei o download... e a página deu erro.

Obrigado.
EnglishMan

[Dwer]

Keyser,
Que software é esse, para acompanhamento de portfólios?

site http://www.morningstar.com/ (registo grátis)

Obrigado. Já me registei. É pena que o gestor de portfólios não permita posições curtas.

[Keyser Soze]

Keyser,
Que software é esse, para acompanhamento de portfólios?

site http://www.morningstar.com/ (registo grátis)

[Dwer]

Keyser,
Que software é esse, para acompanhamento de portfólios?

[Keyser Soze]

criei estes 2 portfolios virtuais na mesma altura do post (preço entrada:fecho sexta, 11 Agosto 2006) para contextualizar os artigos, procurarei fazer uma update semanal.

[Keyser Soze]

Highest-Rated Stocks Under $10

By Scott Bernberg
Investor’s Business Daily

Low-priced stocks fly under the radar of many investors because they are believed to be too unstable (the stocks, NOT the investors) and lacking support from the kind of big money that can really move a stock’s price. While both of these points often prove to be true, there are still many stocks under $10 that are highly worthy of your attention.

The stocks on today’s list have strong fundamentals (specifically earnings and sales growth over recent consecutive quarters), new products and services as well as rising institutional support. Historically, in market cycle after market cycle, these elements are in place before a stock makes any significant move.

The stocks on today’s list share many of these important traits. Together they represent the kinds of low-priced stocks you could be putting in your own watch list.

To create this list, IBD screened for stocks with an IBD SmartSelect Composite Rating of 85 or higher, meaning they outperformed 90% of all stocks. (The top ten of which are featured in today’s list). A stock with a high Composite Rating generally has the strong blend of fundamentals and leading price performance in its industry group we look for in potential winners.

The list was also screened for IBD Accumulation/Distribution (Acc/Dis™) Rating of A, B, or C. This rating (with A the highest and E the lowest) tracks the amount of institutional buying (accumulation) and selling (distribution) in a stock in recent months by looking at daily price and volume changes. Price rises in above-average trading help lift the Acc/Dis Rating, while price declines in above-average volume hurt the rating.

To ensure that the companies all met our criteria of solid sales and earnings growth and leading price performance, we screened for stocks with Earnings Per Share (EPS*) and Relative Price Strength (RS**) Ratings of 70 or higher.

Thinly traded stocks with an average daily volume of 100,000 shares were excluded from this list. Also, we only included in the list those stocks trading within 20% of their 52-week high (as of market close May 30).


1. Vaalco Energy (EGY) - View IBD Stock Checkup
Composite Rating: 99*. The $510 million market cap firm is tracked in IBD’s Oil & Gas-U.S. Exploration & Production group. Analysts see second-quarter profit surging 100% to 18 cents a share. Accumulation/Distribution Rating: B-**

2. Interstate Hotels & Resorts (IHR) - View IBD Stock Checkup
Composite Rating: 94. Last week, the hotel management company reported a 25% increase in second-quarter profit of 10 cents a share, topping estimates by 5 cents. Accumulation/Distribution Rating: A

3. Landec Corp. (LNDC) - View IBD Stock Checkup
Composite Rating: 93. The maker of specialty polymer products has a three-year earnings growth rate of 128%. Its Fundamental Rating of 84 (B) ranks it No. 3 out of 46 stocks in IBD’s Food-Misc Preparation group. Accumulation/Distribution Rating: C+

4. Qwest Communications Int’l (Q) - View IBD Stock Checkup
Composite Rating: 92. Last week, the company signed a two-year agreement with Affiliated Computer Services to provide advanced network services. Accumulation/Distribution Rating: A-

5. Cincinnati Bell (CBB) - View IBD Stock Checkup
Composite Rating: 91. Shares surged 15% on August 2 after the company reported a 60% jump in second-quarter profit. Its industry group, Telecom Services, has a Group Technical Rating of 97 (A+) from IBD Stock Checkup, indicating broad leadership in the group. Accumulation/Distribution Rating: A-

6. GigaMedia (GIGM) - View IBD Stock Checkup
Composite Rating: 91. Last week, the Taiwan-based online entertainment software company reported its sixth straight quarter of triple-digit profit growth. Analysts see annual earnings surging 92% in 2006 and 44% in 2007. Accumulation/Distribution Rating: B+

7. Pacific Internet (PCNTF) - View IBD Stock Checkup
Composite Rating: 91. The Singapore-based Internet service provider is scheduled to report second-quarter results on August 17. It has a three-year EPS growth rate of 43%. Accumulation/Distribution Rating: B-

8. Smith & Wesson (SWHC) - View IBD Stock Checkup
Composite Rating: 91. The maker of handguns has delivered accelerating sales growth for four straight quarters, from 16% to 22% to 24% to 44%. Accumulation/Distribution Rating: B-

9. CDC Corp. (CHINA) - View IBD Stock Checkup
Composite Rating: 90. The Hong-Kong-based owner of Internet portal China.com is expected to grow annual earnings by 136% in 2006 and 42% in 2007. Estimates were recently revised higher. Accumulation/Distribution Rating: B+

10. Key Tronic (KTCC) - View IBD Stock Checkup
Composite Rating: 85. Shares gapped up 52% on July 11 after the company raised its fiscal fourth-quarter earnings guidance to 18 cents to 20 cents a share vs. its prior estimate of 7 cents to 12 cents. The provider of electronic manufacturing services will report earnings on August 22. Accumulation/Distribution Rating: B+

*The IBD SmartSelect Composite Rating combines all five SmartSelect Ratings. Of the five, the Earnings Per Share Rating and Relative Price Strength Rating get the most weight; stocks’ percentage of their high price is also considered. Ratings are from 1-99, with 99 being the best.

**The IBD SmartSelect Acc/Dis Rating uses a price and volume formula to determine if a stock is under accumulation (buying) or distribution (selling) in the last 13 weeks. A signals heavy buying; E is heavy selling.

mais info: http://biz.yahoo.com/special/low081406.html

[Pawn_pt]

Andei à procura desteas small caps no BIG e só encontrei o NILE, EEEE e TTWO. Havia por aí um website, o vectorvest, que fazia análises gratuitas às empresas, alguém poderia colocar aqui a análise da TTWO no Vectorvest? Eu neste posto de trabalho não tenho acesso a esse site...

Thanks,

[Keyser Soze]

Small Caps for the Picking
by Pat Dorsey, CFA | 08-11-06

As regular Morningstar readers know, we've been pounding the table for high-quality large caps for quite some time now. Lo and behold, it seems that the tide may finally be turning: Morningstar's Large-Cap Index is now ahead of our small-cap index both year-to-date and for the trailing year. Over the past three months, in fact, small caps have lost almost 12%, while large caps have held up pretty well, with a 3% loss.

This is a really great development for a couple of reasons. For one, it means that almost two years after initially advancing the notion that lower-risk, high-quality large caps were cheap relative to generally riskier small fry, I might finally be right. (Long stretches of looking dumb are an occupational hazard in the stock analysis profession.) But even better, the poor recent performance of small caps means that, in typical fashion, Wall Street has been throwing the baby out with the bathwater, and there are now some very interesting smaller companies that are cheap enough to buy.

So, I trolled our coverage universe of more than 1,800 stocks--which includes about 600 small caps--for some of the most promising smaller companies that we cover. Here's what I came up with.

Although Blue Nile NILE would be near the top of the list alphabetically, it would still be at the top even if the online diamond merchant were named Zambezi. The firm has a beautiful business model with negative working capital--the firm holds no inventory, so Blue Nile doesn't need to pay suppliers until after the consumer has paid for the diamond--that generates enormous returns on capital. Moreover, the firm has a management team that seems to understand the importance of capital allocation, rather than growth for growth's sake, as evidenced by management's decision to pull back on paid search advertising late last year when keywords became too expensive. Although the shares popped recently on the heels of a solid earnings report, we think they still have substantial upside.

Another high-quality smaller name that looks attractive is for-profit education company DeVry DV , which saw enrollment in its technology-related programs get whacked during the bursting of the tech bubble. However, as improved enrollment levels work their way through the firm's multiyear programs, margins should improve nicely, and the firm has not suffered from any of the investigations that have dogged some of its peers. At 15 times cash flow, the shares look pretty attractive to us.

Sticking with the growth theme, logistics firm Forward Air FWRD has seen its shares plunge recently on fears of a slowing economy to a point at which we think they offer a compelling value. This asset-light firm occupies an interesting niche of the transportation industry, moving freight via truck between airports with such efficiency that customers use it as an alternative to pricier air-cargo services. The firm has a great track record of creating shareholder value, and we think that it has many years of excess returns ahead of it.

These are three very high-quality firms trading at fair prices. Moving down the quality--and valuation--scale somewhat, I'd highlight three more companies that are all solid and trade at very attractive prices. It's an eclectic group: a beaten-up specialty retailer, a slumping casual-dining chain, and the owner of two great education brands.

Tuesday Morning TUES is the beaten-up retailer, and it has suffered from the same slump in houseware spending that's taken Pier One PIR from $20 to $6 over the past couple of years. The difference is that Tuesday Morning has no debt, is still generating meaningful free cash flow, and occupies a defensible niche--selling branded closeout goods. This is a very solid little company that's gotten very, very cheap. Even better, the private equity firm that took it private about 10 years ago still has a sizable stake, which means it may very well just take the company private again if the share price stays as cheap as it is now.

The casual-dining chain is Applebee's APPB , which caters to a less-well-off clientele that's been pinched badly by higher gas prices. This is not great, but neither is it a terminal problem, and we think Applebee's has more sticking power than most restaurant chains given its scale, advertising muscle, and unique attributes, like an exclusive alliance with Weight Watchers WTW . A reasonable top-line growth estimate coupled with steady margins yields a fair value estimate almost twice the current price.

The smallest of the firms in this group is Educate EEEE , which operates Sylvan Learning tutoring centers and owns the well-known Hooked on Phonics brand. The firm's management has made a hash of things over the past year by getting too aggressive in an ongoing plan of buying back franchised Sylvan centers; this seriously damaged operational performance. As a result, the shares have been absolutely hammered. However, the brands are still strong, the demand for tutoring services is still solid, and the operational problems are fixable. We think the shares are cheap enough to be worth a look, and we also think that Educate's majority owner--private equity firm Apollo Management--could very well make a bid for the whole company.

Finally, we have three small caps that all have serious warts, but which are all so dirt cheap that adventuresome types should give them a look.

Homebuilder Levitt LEV trades for just 60% of book value, and while the shares may very well take time to turn around, the current stock price assumes a doomsday scenario that we think is unlikely to occur.

Radware RDWR is an Israel-based maker of networking equipment that's got solid products, decent growth potential, and a dirt-cheap stock--net of the firm's almost $9 per share in cash, the shares trade at just 1 times our 2006 sales estimate. (Radware could also make a tasty treat for one of the major networking companies.)

Then there's video-game company Take Two Interactive TTWO , which has some of the worst corporate governance we've seen, but also owns the amazingly successful Grand Theft Auto gaming franchise. We estimate this one game alone is worth about 40% more than the current share price, and that the whole company (which does have some other successful games) could be worth as much as twice the current share price. This one's not for the timid, but a large enough margin of safety can compensate for a lot of risks.

Pat Dorsey, CFA, is director of stock analysis for Morningstar.

http://news.morningstar.com/article/art ... d=wwhome1a