f-h Oni BW sb & Friends-TTT, Mittwoch 13.10.04

 

 

 

seit gut 45min dümpelt der Dax ja nur noch auf der 4000er Marke rum.

Wenn ich mich richtig erinnere, waren die Öl Lagerbestände letzte mal noch recht positiv, minimal zumindest. Da Öl schön am fallen ist denke ich mal, das es diesmal sogar etwas besser ausieht. Und der Dax bekommt frischen Schwung.


greetz  

 

 

 

SAl2GE   und  oil short GS0BB5  sl gesetzt und  wieder zur arbeit.

 

 

 

 

Danke für Deine unermüdliche Arbeit!!

Die Gewinnmaximierung der Unternehmen wird sich auf kurz oder lang in den Kursen niederschlagen. Ich seh schon die 4100 im DAX. Dann greif ich mal wieder zu 'nem short-OS.

MfG bauwi  

First Albany hat die Schätzungen für Intel reduziert. Die Analysten verweisen auf die Unternehmensprognosen in Richtung einer niedrigeren Bruottmarge und eines abgeschwächten Erlöswachstums. Analyst Auguste Richard geht jedoch davon aus, dass jene Schwäche im Kurs der Intel-Aktie bereits enthalten ist. Intel werde daher weiterhin mit "buy" und Kursziel $24 eingestuft. Der weltgrößte Chiphersteller hat am Vortag nach Börsenschluss die gesenkten Erwartungen übertroffen, aber angedeutet, dass zum vierten Quartal mit schwächeren Umsätzen zu rechnen sei. Der Analyst ist nun der Ansicht, dass Intel im vierten Quartal Erlöse von $8,9 Mio und einen Gewinn von $28 Cents je Aktie ausweisen wird, was unter den ursprünglichen Schätzungen von 31 Cents je Aktie und $9,2 Mrd liegt.  

 

 

 

 

Greetz  f-h

http://www.anmeldung.boerse-total.de

 

mir.
GS0BB5  hat heute schon gut performed.

MfG bauwi

PS: yeahh "long" in DAX - müßte funzen.  

zwei Posis TB6D7C (0.50 und 0.20)

Wieder mal Lehrgeld bezahlt, wollte sie raushauen, konnte aber nur per Telefon handeln und deshalb hat es wohl nicht mehr gereicht :-(  

Greetz  f-h

http://www.anmeldung.boerse-total.de

 

Updates, advisories and surprises - UPDATE 10 13.10.2004 14:31  Zurück  Headlines

   WebMethods Q2 results to exceed expectations (8:19 AM ET) NEW YORK (AFX) --
WebMethods, Inc. said fiscal second-quarter results would exceed expectations
amid improvement in license revenue and the closing of a greater number of large
transactions. The business integration software company expects to breakeven or
turn a profit of 2 cents a share, excluding non-recurring items, vs. the average
analyst estimate compiled by Thomson First Call of a loss of 9 cents a share.
Revenue is projected to be $50 million to $51 million, above analyst forecasts
of $45.4 million. License revenue is estimated to be $23 million to $24 million,
up from $22 million in the same period a year ago. The stock rallied 72 cents,
or 11 percent, to $7 in Instinet pre-open trading.

       McDonald's cites 'strong' comparable sales growth (8:17 AM ET) NEW YORK
(AFX) -- McDonald's Corp. on Wednesday said it expects third-quarter earnings
per share of about 61 cents, including a tax benefit of 7 cents per share. A
survey of analysts by Thomson First Call is forecasting earnings of 49 cents per
share for McDonald's. The component of the Dow Jones Industrial Average cited
'strong' global comparable sales growth. The fast food giant reported an 11.4
percent increase in September sales and a rise of 10.1 percent for the quarter.
U.S. comparable sales were up 10.6 percent for the month, 8.5 percent for the
quarter. Shares fell 13 cents to $27.55 on Tuesday.

       FFLC Bancorp beats Q3 target (7:30 AM ET) NEW YORK (AFX) -- FFLC Bancorp
on Wednesday reported third-quarter net income of $2.7 million, or 50 cents per
share, compared to $2.3 million, or 42 cents per share last year. The Leesburg,
Fla. lender beat the forecast of 45 cents per share in a survey of analysts by
Thomson First Call. Shares fell 19 cents to $27.34 on Tuesday.

       Republic Bancorp Q3 earns 27c vs 25c (7:20 AM ET) NEW YORK (AFX) -
Republic Bancorp Wednesday said its third-quarter earnings per share rose 8
percent to 27 cents from 25 cents a year earlier; the Thomson First Call
analysts consensus estimate was for third-quarter earnings per share of 26
cents. Net income rose 9 percent to $17.2 million from about $15.8 million. The
stock Tuesday dropped 2 cents to close at $15.89.

       Jones Apparel cuts Q3, Q4 forecasts (7:16 AM ET) LONDON (AFX) -- Jones
Apparel Group said it was lowering its third and fourth guidance due to "soft
consumer confidence and employment indicators" and hurricanes in the Southeast.
It said it has lowered its 2004 third quarter earnings per share estimates to
between 75 cents and 77 cents, down from its previous guidance of 80 cents to 84
cents. It also lowered its fourth quarter earnings per share guidance to 40
cents to 45 cents from between 56 cents to 59 cents. Its new 2004 guidance is
between $2.49 to $2.56 per share, down from $2.70 to $2.76 per share. It said:
"Turning to 2005, we are projecting earnings per share to be in a range of $3.00
to $3.10, an increase of 17 percent to 24 percent over 2004 projected earnings
per share."

       Datalink posts Q3 loss of 7 cents per share (7:15 AM ET) NEW YORK (AFX)
- Datalink Corp reported a third quarter loss Wednesday of $717,000, or 7 cents
per share, compared to a loss of $2 million, or 20 cents per share in the
year-ago period. Datalink's revenues rose to $25.6 million, vs. $20 million a
year ago. The information storage company said its fourth quarter loss would be
6 cents to 14 cents per share. The stock closed down 15 cents Tuesday to $1.85.

       Taro gets FDA green light for generic Diprolene (7:15 AM ET) NEW YORK
(AFX) -- Taro Pharmaceuticals Industries Ltd said Wednesday that its U.S.
affiliate has received approval from the U.S. Food and Drug Administration to
manufacture a generic version of Schering-Plough's Diprolene ointment. Diprolene
is a prescription topical corticosteroid product used in the treatment of
inflammatory skin conditions. In December 2003, Taro USA received FDA approval
to produce cream and gel versions of diprolene. Taro shares were down 1.4
percent, at $21.12 at the close of trading Tuesday.

       Harley-Davidson's Q3 profit tops Street view by 2c (7:13 AM ET)
WASHINGTON (AFX) -- Harley-Davidson Inc. posted third-quarter earnings of 77
cents per share on revenue of $1.30 billion, up from 62 cents earned on revenue
of $1.33 billion in the same period in 2003, as gross margin widened to 38.0
percent from 35.6 percent. The latest quarter's results compare to Wall Street
average forecasts calling for earnings of 75 cents per share and revenue of
$1.335 billion. With third-quarter shipments totaling 80,578, Harley-Davidson
said its 2004 target for motorcycle shipments remains 317,000 units. Shares of
Harley-Davidson eased 11 cents to end Tuesday's trading at $59.74.

       Host Marriott Q3 FFO rises, but falls short of ests. (7:12 AM ET) NEW
YORK (AFX) -- Host Marriott Corp. reported a third-quarter loss of $47 million,
or 17 cents a share, vs. a loss of 35 cents a share in the same period a year
ago. Funds from operations were 6 cents a share, up from last year's 3 cents a
share. Excluding non-recurring items, such as charges for call premiums and a
gain from an insurance settlement, FFO was 9 cents a share. Revenue rose 11
percent to $810 million. Analysts surveyed by Thomson First Call had been
expecting FFO of 11 cents a share and revenue of $798.4 million, on average.
Looking ahead, the hotel operator expects FFO of 86 to 91 cents a share,
excluding special items, vs. analyst forecasts of 92 cents a share, and revenue
per available room growth of 6 to 7 percent. The stock closed Tuesday up 6 cents
at $14.48.

       Great Southern Q3 EPS beats analyst forecasts (6:19 AM ET) LONDON (AFX)
-- Great Southern Bancorp , the holding company for Great Southern Bank, said
its earnings for the third quarter ended Sept. 30 were 51 cents a share compared
to 45 cents a share last year, beating analyst expectations of 49 cents a share
according to Thomson First Call poll. Great Southern said its third quarter
operating earnings were 42 cents per share.

       Accenture beats Street on Q4 profit, hedges on FY-05 (6:15 AM ET)
WASHINGTON (AFX) -- Accenture Ltd. reported earnings of 30 cents per share on
revenue of $3.42 billion for the fourth quarter ended Aug. 31, up from 25 cents
earned on revenue of $3.02 billion in the final three months of fiscal 2003. The
latest quarter's profit beat by 2 cents Wall Street's average estimate as
compiled by Thomson First Call. For fiscal 2005, Accenture pegged net earnings
in the range of $1.34 to $1.39 per share, as opposed to analysts' average of
$1.39. The company also said its board authorized additional stock repurchases
of up to $3 billion. Shares of Accenture slipped 32 cents to end at $26.58 on
Tuesday.

       ASML Dunn: See 65 new systems ship-able backlog for Q4 (4:26 AM ET)
LONDON (AFX) -- Retiring ASML Chief Executive Doug Dunn told reporters on a
conference call the semiconductor equipment maker is anticipating 65 new systems
in its ship-able backlog for the fourth quarter. He estimated 5-10 orders were
pushed out in the third quarter. "In this climate, it's likely that things will
change in a negative direction... I don't think there will be less units than
the third quarter." He made clear it was difficult to make forecasts on
shipments, calling the market conditions "murky." Based on customers outlooks,
he said forecasts for spending range from negative 5 percent to growth of 10
percent next year. "I believe next year, from a customer's point for view, we'll
see the first quarter and second quarter down on the fourth quarter... For sure,
next year there will be a slowdown... That is our industry, it won't change, I'm
afraid," he said. Next year is expected to be a "good year" for ASML despite an
anticipation that customer's growth is slowing, he said.

       UK's Burberry H1 revs. up on perfume launch (2:30 AM ET) LONDON (AFX) --
Fashion brand Burberry said in a trading update its total revenues for the half
year to Sept. 30 increased by 14 percent at constant exchange rates. Wholesale
revenues increased 13 percent, reflecting strong growth in the U.S. and Asia,
and licensing revenue rose 31 percent as its Burberry Brit perfume for men
launched. Looking to the second half, Burberry said it expects "mid-to-high
single digit wholesale sales growth" for the spring/summer 2005 season. It
remains On schedule to open a minimum of 4 stores and concessions, in addition
to two major refurbished stores, and said it expects licensing revenues "in
line" with the first half.

       UK Big Food: 'Trading has remained tough' (2:21 AM ET) LONDON (AFX) --
U.K. food supplier Big Food Group posted a 3.3 percent drop in same-store sales
for the 13 weeks ending Oct. 1. "Trading has remained tough in the food sector
in recent months for both retailers and suppliers," the company said in a
statement to the London Stock Exchange. It said it's co-operating with Baugur;
BFG on Sept. 17 said it had received a preliminary approach from the Baugur
Group.

       UK JJB Sports: Unlikely to receive offer, sales down (2:17 AM ET) LONDON
(AFX) -- U.K. sports retailer JJB Sports said  talks with an unnamed potential
buyer have ended. The talks were "unlikely to lead to an offer that would
reflect the fair value of the company." Analysts expected that the management
buy-out financed by a private equity investor had been behind the announced
talks. Separately, JJB Sports said same-store sales in its core business dropped
1.8 percent in its half year to July 25 as group sales dropped 21.2 percent for
the period to 363 million pounds. Underlying operating profit for the group
dropped 25 percent to 28 million pounds. "The poor weather experienced
during the summer had an adverse impact upon turnover levels in summer clothing
which also continues to be affected by very strong competition within the
clothing sector," it said. The retailer took a 2 million provision against a
fine in a rice fixing of replica kits case.
This story was supplied by CBSMarketWatch. For further information see
www.cbsmarketwatch.com.

Greetz  f-h

http://www.anmeldung.boerse-total.de

 

 

werft mal ein blick auf die ko-map  

kann

bin jetzt long TB3ZAK KK 0.86

SL bei 3996  

@bauwi, den hat opti ausgegraben. ich kann mir vorstellen ihn bis ca. 46,- zu halten

 

 

 

 

gegangen, da der Dax den futures schon wieder enteilt ist. danach suche ich nochmal long einstieg

TB6D76 0,31  

13 OCT 14:57 AFX *U.S. SEPT. TECH PULSE INDEX GROWTH RATE 27.7% VS. 32%

Greetz  f-h

http://www.anmeldung.boerse-total.de

 

auch mal einen sell on good news, buy on bad news hatten wir ja schon zu Genüge ;-)  

13 OCT 15:02 AFX *RAYTHEON WINS ENGINEERING CONTRACT UNDER ATSP3
13 OCT 15:02 ADE ROUNDUP: EM.TV verklagt Haffa-Brüder auf Schadenersatz
13 OCT 15:02 AFX U.S. tech pulse index slows slightly to 27.7% in Sept.
13 OCT 15:02 AFX *DELL TO MANAGE HONEYWELL COMPUTERS IN 15 EUROPE NATIONS
13 OCT 15:02 AFX *VODAFONE NAMES ANDREW HALFORD AS FINANCIAL DIRECTOR DESIGNATE
13 OCT 15:02 AFX *ITALY'S H1 PUBLIC DEFICIT 'SERIOUS' - BANK OF ITALY GOVERNOR
13 OCT 15:02 AFX *DELL GETS 3-YEAR MULTIMILLION-DOLLAR HONEYWELL PACT

Greetz  f-h

http://www.anmeldung.boerse-total.de

 

13 OCT 15:06 AFX *NOKIA WINS 90 MLN USD GSM/EDGE NETWORK EXPANSION ORDER FROM COLOMBIA'S COMCEL
13 OCT 15:06 ASI Swiss nur mit wenigen Änderungen am Winterflugplan
13 OCT 15:06 AFX *AT&T WINS NETWORKING CONTRACT FROM FORD

Greetz  f-h

http://www.anmeldung.boerse-total.de

 

Greetz  f-h

http://www.anmeldung.boerse-total.de

 

...ich möchte eigentlich noch vorher die 19/20 sehen...

Greetz  f-h

http://www.anmeldung.boerse-total.de

 

hallo an alle :-)

fh, bis wohin siehst du im nas bzw dow potential!? ich würde persönlich auf ca. 100 punkte im dow bis 10175 tippen - dann evt. sell on good news!?

gruss :-)  

Gruß Pichel