unterbewerteter US-Transportgigant!
7 Reasons Not to Worry This Week
By Rick Aristotle Munarriz | More Articles
January 31, 2011 | Comments (0)
January was generally kind to the equities market, but this doesn't mean that the rest of the year will follow suit. There are still plenty of weak spots in this economic recovery, and a worrywart doesn't need a magnifying glass to find them.
On Friday, I singled out seven stocks that are projected to post lower earnings this week than they did a year earlier. Thankfully, that's just one side of the story.
There's more good news than bad news on the earnings front. Between recessionary cost-cutting and general improvement from last year's depressed levels, several companies are in better shape now than they were a year ago.
Let's go over seven companies that analysts see posting healthier bottom lines this week
Company | Latest Quarter EPS (Estimated) | Year-Ago Quarter EPS |
|---|---|---|
| Baidu (Nasdaq: BIDU) | $0.46 | $0.18 |
| UPS (NYSE: UPS) | $1.05 | $0.75 |
| Level 3 (Nasdaq: LVLT) | ($0.10) | ($0.11) |
| Visa (NYSE: V) | $1.20 | $1.02 |
| Coinstar (Nasdaq: CSTR) | $0.68 | $0.18 |
| Las Vegas Sands (NYSE: LVS) | $0.39 | $0.03 |
| YRC Worldwide (Nasdaq: YRCW) | ($1.37) | ($24.00) |
Clearing the table
Let's start at the top with Baidu. China's leading search engine reports tonight -- or tomorrow morning if you're in China. Baidu's been growing quickly as the world's most populous country embraces online connectivity. Analysts see revenue soaring 95% in its latest quarter, with earnings more than doubling.
A strong report out of parcel delivery juggernaut United Parcel Service is a healthy indicator that consumers are shopping and that companies are shipping packages around.
Level 3 is expected to post another loss, but Wall Street is banking on a slightly smaller loss this time around. The provider of enterprise networking services has been posting deficits for ages. As a bonus for trend watchers, Level 3 has posted an even narrower deficit than expected in each of its two previous quarters.
Visa is the credit card marketer that likely has some skin in your pocketbook. The good news is that Visa isn't an actual issuer of plastic. Visa-affiliated banks are the ones that issue the credit and take on the deadbeat risks. However, Visa isn't immune to changes in the way we swipe and any potential tightening in credit card approvals.
Coinstar got its start turning pocket change into gift certificates. These days it relies on disc-dispensing Redbox kiosks for the lion's share of its business. Coinstar recently warned of a rough holiday quarter, but its business is still growing at a healthy pace. The concern here is that Coinstar may have made a mistake when it agreed to delay new releases from some studios by four weeks, since it's those titles that forced the company into talking down its recent performance.
Casino operator Las Vegas Sands has been expanding into Asia as a way to tack on to its stateside gambling parlors. It's hard to argue with the results. Wall Street is banking on Las Vegas Sands putting out a quarterly profit of $0.39 a share on Thursday. It earned a mere $0.03 a share during the same period a year earlier.
Finally, we have YRC Worldwide earning its mud flaps. The trucking company seemed to be on the brink of extinction last year as losses, debt, and labor issues were mounting. YRC Worldwide has yet to turn the profitability corner, but it's losing a lot less than it did at this point last year (adjusted for its reverse split).
Cross those fingers, but know the fundamentals
These aren't the only companies expected to post year-over-year gains this week. Several companies have either found ways to grow during the recession or have simply cut enough corners to show improvement on the bottom line.
This doesn't mean that investors can rest easy. The bad news here is that these companies are expected to post improving results. The optimism is already baked into their share prices. It makes it easier for them to slip, but why begin worrying about the companies that we aren't supposed to be worrying about?
If analysts are doing a good job modeling their profit targets, we'll be just fine.
http://www.fool.com/investing/general/2011/01/31/7-reasons-not-to-worry-this-week.aspx
Extrem Steigend wird... Sondern wann dass passieren wird..
Die Marktaussichten sind mehr als nur zufrieden stellend, eher extrem positiv. .....
vor dem 4.2 2011 wird wohl nicht mehr viel passieren
YRCW, HEOP, BGP, BBX are Stocks Showing Strength and Recent Increased Activity
OTCPicks.com presents stocks showing strength and recent increased activity: YRC Worldwide Inc. (NASDAQ:YRCW), Heritage Oaks Bancorp (NASDAQ:HEOP), Borders Group (NYSE: BGP), Bank Atlantic (NYSE:BBX)
(EMAILWIRE.COM, January 31, 2011 ) Dallas, TX - It has been a while, but it seems like YRC Worldwide Inc. (NASDAQ:YRCW) is finally starting to show some movement. This company has been slowly making its move towards its 100-day moving average as it has done in the past.
However, this time there is even better reasons for the rally as for more than six months, company has been restructuring lending agreements, massively shrinking its operations, laying off thousands of employees and obtaining major cost concessions from its remaining workers. Having said that, YRC is still hasn't fully returned to a stable profitability.
Company opened at slightly lower at $4.07, down 1.93% with a volume of 600,865 shares traded.
YRC Worldwide Inc., through its subsidiaries, provides various transportation services worldwide. The company’s YRC National Transportation unit offers a range of services for the transportation of industrial, commercial, and retail goods, such as apparel, appliances, automotive parts, chemicals, food, furniture, glass, machinery, metal, metal products, non-bulk petroleum products, rubber, textiles, wood, and other manufactured products
http://www.emailwire.com/release/56950-YRCW-HEOP-BGP-BBX-are-Stocks-Showing-Strength-and-Recent-Increased-Activity.html
Short Interest (Shares Short) 19,604,400
| Monday January 31, 2011 | 20 Min Delayed |
| YRCW Short Interest | YRCW Short Squeeze |
| ||||||||||||||||||||||
| ||||||||||||||||||||||
| ||||||||||||||||||||||
| ||||||||||||||||||||||
|
http://shortsqueeze.com/shortinterest/stock/YRCW.htm
How this market can be like popcorn
Remember the oil-fashioned way of making popcorn in a pot with oil? As a child I used to wonder why some kernels popped before others, and how they all knew to pop over the 3-5 minutes my mom kept them on the stove.
This year is setting up to have a lot in common with a pot of popcorn: There's a steady heat that will cause most sectors to rally at one moment or another. While the broader market will continue to grind higher, the real money will be made identifying which sectors and individual stocks are ready to move next.
Fortunately, it will be easier than guessing when individual kernels of corn are going to pop--especially with our analytical tools at optionMONSTER combing the markets for buying and selling signals.
One reason behind this environment is that the S&P 500 has already made an incredible move since early September, surging from about 1050 to 1280. It's now pushing against the same levels where it peaked in August and September 2008 when financials were imploding. Resistance levels like this do not simply yield because they are long-term by nature.
Yes, the S&P might push a little higher to about 1310, but in my view it's extremely unlikely to break this level until longer-term moving averages such as the 50-day or even the 200-day catch up.
That doesn't necessarily mean we're going to have a full-blown correction; I suspect that the broader market will simply pause, while individual stocks and sectors take turns popping. After all, there will be plenty of heat under this market.
The first factor is that the "melt-up trade" is still far from over. Many stocks are still far below their 2007 and 2008 levels. With a strong credit market, improving economy, and smaller provisions for bad loans, many of these names will probably reflate toward something approaching their old prices.
Financials are the main sector to watch for this trade, along with shipping companies. (YRC Worldwide, which has faced bankruptcy worries, might also be a candidate. But please do your homework on that one!)
M&A is also supporting the market, starting the year at its strongest pace since 2000, according to Dealogic. And there is record issuance in high-yield debt, which is used to finance takeovers. In general, surging junk-bond sales correspond to a strong stock market.
The next positive is a potential wave of spinoffs. We have already seen this in companies like Marathon Oil, Motorola, and ITT, and I believe that we will see a lot more because this is actually a long-term secular trend that started in the 1980s and really began to gain momentum in 2005-2007.
One more major factor is the emerging-market demographic story, which will ignite bullish fires in one sector after another. Recently it's been agriculture. At other times it will be oil, then retail, then media, then distillers and brewers.
The good thing is that the heat on this stove is just right. There is some worry about inflationary pressures in food prices, for instance, but inflation won't become a major problem because of all the slack in the U.S. economy.
At some point developing countries like China will stop worrying about overheating and their cut interest rates, and then there will be another emerging-market boom. The bulls will simply migrate to find the most fertile areas.
These trends are thematic, so the waves of buying will sweep the market sector by sector, story by story. So pay attention to the names and industries that appear on the Heat Seeker and are setting up technically.
Each stock will have its day to pop.
(A version of this article appeared in optionMONSTER's Open Order newsletter of Jan. 20. Chart courtesy of tradeMONSTER.)
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.
http://community.nasdaq.com/News/2011-01/...opcorn.aspx?storyid=55488
Interessant ist was hier über YRCW Steht...
3 Stocks Ready to RoarBy Rich Duprey | More Articles
January 31, 2011 | Comments (0)
Universal Truckload Services
The recession ripped the country's trucking industry asunder as freight volumes rapidly fell. YRC Worldwide (Nasdaq: YRCW) almost went bankrupt as a result, though as trucking volumes return we're seeing YRC climb out of the hole. According to the American Trucking Association, December truck tonnage volumes reached their highest levels since 2008. That's good news for asset-light trucking operations like Universal Truckload Services.
In the asset-light model, Universal relies upon a network of owner-operators to provide over-the-road trucking services. In last year's September quarter, revenues were up 22% as load counts improved over the year-ago period. Analysts are looking for a 17% increases in revenues this quarter, generating a 73% increase in profits.
With only a few dozen CAPS members tipping the scales for the trucker, 83% think it will roll on to greater growth ahead. Hitchhike over to the Universal Truckload Services CAPS page and let us know if you agree
http://www.fool.com/investing/general/2011/01/31/...eady-to-roar.aspx
Ist einfach Wannsinn was hier pasieren könnte wenn diese Covern müssen..
Short Interest (Shares Short) 19,604,400
Days To Cover (Short Interest Ratio) 2.4
http://shortsqueeze.com/shortinterest/stock/YRCW.htm
ich kenn mich mit dem Short-Zeugs nicht so aus. Days to cover = 2,4: Ist das ein Durchschnittswert? Bedeutet aber doch insbesondere, dass am Freitag viele fällig würden. Und am Freitag gibts ja die Q4 Zahlen. Was kann man denn daraus jetzt wieder ableiten? Schlechte Zahlen oder richt schönes short-squeeze turbo brutzeln? Hach, wenn das alles nicht so kompliziert wär.
Ich bin sowas von überzeugt von YRC. YRC hat immer gesagt, sie können den Restrukturierungsplan nur durchsetzen, wenn die Wirtschaft mitmacht. Das war seit 2009 immer die entscheidende Frage. Und diese Gewissheit haben wir nun, denn die Quartalszahlen und die Ausblicke für 2011 von UPS etc. etc. sind hervorragend. Also, die wichtigste Hürde wurde genommen, die Logistikbranche blüht. D.h. man kann davon ausgehen, dass die Restrukturierung in den nächsten Wochen erfolgreich beendet werden kann. Und was das heisst, sollte jeder wissen...
Ich zähle mich absolut nicht zu den Pushern, aber ich bin ehrlich gesagt sehr froh, nicht zu den Shorties zu gehören.
Die weltweite wirtschaftliche Erholung zahlt sich für den Paketdienst UPS in barer Münze aus.
http://www.n-tv.de/wirtschaft/...ifft-Erwartungen-article2504621.html
Optionen
| Boardmail an "MalkusTax" |
Wertpapier: Yellow Corp |
Optionen
| Boardmail an "doschauher" |
Wertpapier: Yellow Corp |
Wahnsinn das scheiss Ding hat schon weider 5 % minus das gib es doch nicht
sowas mieses wie die habe ich echtnoch nciht erlebt rauf und zack wieder runter
Split und weiter ruter Wahnsinnn........
Aber ich hoffe immer noch auf die Wende und Erholung !!
Optionen
| Boardmail an "Hingucker" |
Wertpapier: Yellow Corp |
Posting #3696 von aton
Anstatt hier über die guetn Zahlen von UPS und short-squeeze Phantasien zu philosophieren, solltet Ihr auch mal das 8K-filing, dass aton hier reingestellt hat, lesen.
Der streetinsider hat´s zusammengefasst:
YRC Worldwide (YRCW) To Issue Common for Convertible Note Principal Payment
February 1, 2011 9:26 AM EST
YRC Worldwide Inc. (Nasdaq: YRCW) announced that they will be making a principal payment on previously issued 6% Convertible Senior Notes due 2014 in shares of common stock. Interest to be paid on the $70 million set of notes is $30 per $1,000 in principal.
The number of shares of the Company’s common stock that will be issued in respect of the Interest will be calculated as set forth in the Notes.
"Based on the closing prices of the Company’s Shares on and prior to February 1, 2011, the Company would expect to issue approximately 219,191 Shares on February 15, 2011 in respect of the Interest with the result that a maximum of 5,284,781 Shares would be available for future issuances in respect of the Notes. This would result in the effective limit on the number of Shares issuable in respect of the Notes being reduced to approximately 76 shares per $1,000 in principal amount of the Notes, or an effective conversion price of approximately $13.11 per share, after the adjustment for the reverse stock split."
Nachzulesen: http://www.streetinsider.com/Corporate+News/...ent/6248850.html
Auf die Schnelle: YRC bezahlt anfallende Zinszahlungen mit neuen Aktien.
Ansichten dazu:
1. Gute Sache, wenn die Kreditgeber sich in Aktien bezahlen lassen = Vertrauen
2. Dilution = Verwässerung des Aktienbestandes
Wie gesagt - auf die Schnelle. Vielleicht kanns jemand besser erklären.
Optionen
| Boardmail an "bierro" |
Wertpapier: Yellow Corp |
Der Kurs nimmt´s anders auf.
Optionen
| Boardmail an "bierro" |
Wertpapier: Yellow Corp |