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Oil/Gas Drillers/services...SLB include
http://finance.yahoo.com/q/cq?d=v1&s=bhi+bjs+do+esv+hal+hydl+fwlt+grp+gsf+ne+nov+rig+slb+
metals & miners with PCU and BHP added
http://finance.yahoo.com/q?d=s&s=AA+AU+AAUK+ABX+ATI+BGO+BHP+BVN+CBJ+CDE+CVRD+DROOY+FCX+GFI+GLD+G...
Oil/Gas services *HYDL added
http://finance.yahoo.com/q/cq?d=v1&s=bhi+bjs+do+esv+hal+hydl+fwlt+grp+gsf+ne+nov+rig+
DEZ, SLW, USGL...added gold/silver miner plays
http://finance.yahoo.com/q?d=s&s=AU+AAUK+ABX+ATI+BGO+BVN+CBJ+CDE+CVRD+DEZ+DROOY+FCX+GFI+GLD+GLG+...
SECTORS:
Druggie/Bios
http://finance.yahoo.com/q/cq?s=AMGN,DNA,ABT,AFFX,ALKS,BIIB,BSX,BCRX,CMED,CELG,CEPH,CHIR,ELN,GILD,GE...
Retailers
http://finance.yahoo.com/q/cq?d=v1&s=aeos+anf+bby+cost+cc+colm+crox+deck+fd+gps+jcp+jwn+ltd+pir+...
Home Builders
http://finance.yahoo.com/q/cq?d=v1&s=BZH+CTX+DHI+HOV+KBH+BHS+LEN+MDC+MTH+OHB+PHM+SPF+RYL+TOL+WCI...
Oil Drillers /Services
http://finance.yahoo.com/q/cq?d=v1&s=bhi+bjs+do+esv+hal+fwlt+grp+gsf+ne+nov+rig+
Oil Refiners
http://finance.yahoo.com/q/cq?s=AHC,ALJ,ASH,BPT,CECX,CHK,COP,EON,EPE,ETP,FTO,GI,HOC,PTEN&d=v1
Precious Metals
http://finance.yahoo.com/q?d=s&s=AA+AU+AAUK+ABX+ATI+BGO+BVN+CBJ+CDE+CVRD+DROOY+FCX+GFI+GLD+GLG+G...
$TRAN
http://finance.yahoo.com/q/cq?d=v1&s=alk+alex+amr+bab+bni+chrw+cnf+cal+csx+expd+fdx+fro+fwrd+gmt...
Alternative Energy
http://finance.yahoo.com/q/cq?d=v1&s=adm+bcon+cpst+ener+eslr+hoku+peix+ora+pwei+qtww+stp+spwr+
Financial Services
http://finance.yahoo.com/q/cq?s=AC,AVZ,AMTD,BEN,BSC,C,COF,CBH,ET,FII,GS,PRU,ITG,JNS,LEH,MER,MS,NITE,...
http://finance.yahoo.com/q?s=AMGN,DNA,ABT,AFFX,ALKS,BIIB,BSX,BCRX,CMED,CELG,CEPH,CHIR,ELN,GILD,GENZ,...
http://finance.yahoo.com/q?s=AC,AVZ,BEN,BSC,C,CBH,FII,GS,PRU,ITG,JNS,LEH,MER,MWD,TROW,JPM,C,WFC,BAC&....
http://finance.yahoo.com/q?s=FRED,SHLD,AEOS,ANF,BBY,BBBY,COST,CC,FD,GPS,HAS,JCP,JWN,LTD,URBN,SKS,TGT....
http://finance.yahoo.com/q?s=BZH,CTX,DHI,HOV,KBH,BHS,LEN,MDC,MTH,OHB,PHM,SPF,RYL,TOL,WCI,HD,LOW,BMHC....
http://finance.yahoo.com/q?d=s&s=slb+wft+bjs+hal+grp+bhi+rig+esv+do+ne+gsf+RIG
http://finance.yahoo.com/q?d=s&s=AHC+ALJ+ASH+BPT+CECX+COP+EON+EPE+ETP+FTO+GETC.OB+GI+HOC+CHK+ECA....
http://finance.yahoo.com/q?d=s&s=AA+AU+AAUK+ABX+APCFY+BGO+BVN+CBJ+CDE+DROOY+FCX+GFI+GLD+GLG+GOLD
alternative energy
http://finance.yahoo.com/q?s=SPWR,ESLR,ADM,ENER,HOKU,PEIX,PWEI,QTWW,BCON,CPST&d=s
China lays down gauntlet in Energy War
http://www.atimes.com/atimes/China/GL21Ad01.html
Soros sees chance of U.S. recession in 2007
Mon Jan 9, 2006 05:17 AM ET
(Adds comments on global demand and political risk)
By Rajat Bhattacharya and Mia Shanley
SINGAPORE, Jan 9 (Reuters) - Billionaire investor George Soros said on Monday the U.S. Federal Reserve might overshoot in its bid to tighten monetary policy, deflating housing prices and tipping the economy into recession in 2007.
A collapse in U.S. housing prices could be associated with a dollar decline, scuppering the Fed's attempt to engineer a "soft-landing" for the economy, Soros told an audience at the Singapore Institute of International affairs.
Soros -- best known for his famous bet against sterling as Britain was forced to pull its currency out of the European currency grid in 1992 -- said he expected the federal funds rate, now at 4.25 percent, to peak at 4.75 percent.
Nevertheless, the Fed could be late in estimating when to stop raising rates, he said, creating a "reasonably significant chance" of a "hard-landing."
"If housing continues to cool while rates are slowing then it could turn into a hard landing," Soros said.
"That's why I expect a recession to happen in 2007, not 2006."
The Fed has raised its key rate at each of its policy meetings since June 2004, but has indicated the tightening cycle is close to peaking.
Although economies in Europe and Japan are recovering from slowdowns, they may not be in a position to counterbalance the the impact of a U.S. recession, he said. Besides, Japan's economy could slow down if the Chinese economy slows.
"Europe is growing relatively well... but a hard landing in the U.S. will be associated with a decline in the dollar which would hurt the European economy," he said.
Soros said he believed the U.S. housing bubble, a major factor behind strong U.S. consumption, had reached its peak and was in the process of being deflated.
A way to tackle an ensuing global slowdown would be to stoke domestic demand in Asia and other developing regions, he said.
He suggested an International Monetary Fund proposal for richer countries to donate their Special Drawing Rights (SDR) to poorer countries would be a way to stimulate that demand.
GLOBAL RISKS
The 75-year-old investor turned philanthropist, said the world economy faced two other significant risks -- the U.S.-led war on terror and global warming.
He argued the war on terror that followed the Sept. 11 attacks on the United States in 2001 and the war in Iraq had turned global opinion against the world's most powerful country.
"The biggest blunder was declaring war against terror. Today, most Americans realise that the Bush administration has led us astray," he said.
Soros said global warming threatened humankind and should be tackled by penalising carbon emissions, instead of the current system of rewarding companies that reduce pollution.
"Our civilization is at stake," he said.
An advocate of freedom of information, Soros noted media power was being concentrated in fewer hands in the United States, Russia and China.
"I'm really concerned about China," he said.
As long as China's economy is booming, the lack of free discourse may not be a big issue, but once the economy starts to slow down and faces a crisis, free speech or a lack of it could make or break the country, he said.
"They should use the current period of prosperity to open up for greater freedom of speech and expression. There is no doubt in my mind that some kind of crisis will emerge."
Soros said he saw encouraging signs in terms of creating a more open society in Taiwan, Indonesia and Malaysia.
"I see improvement in Malaysia since my friend left," he said, referring to former Prime Minister Mahathir Mohamad.
Soros was heavily criticised by Mahathir, who said the investor had bet against Asian currencies during the 1997/98 Asian financial crisis, contributing to the subsequent economic meltdown.
China revises up more than a decade of GDP growth
Mon Jan 9, 2006 03:30 AM ET
(Recasts with analyst comment, background)
By Kevin Yao
BEIJING, Jan 9 (Reuters) - China revised up more than a decade of economic growth on Monday, confirming analysts' long-held suspicion that output had been advancing even faster than the torrid pace it had previously reported.
Economists said the figures strengthened the case for Beijing to try harder to restrain growth, using such measures as tightening the supply of cash in the banking system.
Gross domestic product in 2004 was 10.1 percent larger than a year earlier, rather than the previously reported 9.5 percent, the National Bureau of Statistics said in a statement on its Web site (www.stats.gov.cn).
Growth for every year back to 1993 was also revised up, except for 1998.
The long-term pattern was little changed, however, showing growth coming off early 1990s peaks to bottom out in 1999 and then accelerate again. (Double click on [nPEK81804] for a table of the revisions.)
The new estimates of growth followed last month's revision of the level of 2004 gross domestic product, which the bureau hoisted by a sixth, making China the world's sixth-biggest economy ahead of Italy.
Behind both changes was a national census that found the services sector to be bigger than previously measured.
Many economists had for years believed that Beijing was underestimating the extent of services output, as businesses from barber shops and food stalls to accountancies and Internet portals proliferated across the country.
Yiping Huang, chief Asia economist at Citigroup in Hong Kong, saw reasons for the new figures to be a comfort and a concern for the authorities.
"On the one hand growth has been high, so probably there is a strong need for more tightening measures," he said.
On the other hand, the economy looked better balanced than before, with more of the consumption that the authorities have been trying to spur as a reliable source of growth, taking the place of fickle investment and exports, he said.
GROWTH TREND
Royal Bank of Scotland strategist Ben Simpfendorfer agreed that the faster growth made it easier to argue for stronger measures to slow the economy, although he did not think the implications were great.
"It basically is a better indication of where growth is trending," he said. "But I don't think it changes too many fundamental assumptions about the economy."
Beijing has been trying to rein in torrid growth of fixed-asset investment since 2003 by introducing a series of measures, such as restricting bank loans and land supplies.
The bureau said China's 2004 GDP had been 15.9878 trillion yuan ($1.98 trillion), 16.8 percent more than the previous estimate, giving a precise figure for the new estimates it issued last month.
In 2004 the services sector had been 10 percent bigger than in the previous year, compared with the 8.1 percent previously estimated. That pushed up the overall growth rate.
Growth for 2003 was revised to 10 percent from 9.5 percent while that of 2002 was revised to 9.1 percent from 8.3 percent.
The average growth rate between 1979 and 2004 rose by 0.2 percentage point to 9.6 percent.
A vice minister responsible for economic planning was quoted by state media on Jan. 1 as saying GDP had grown 9.8 percent in 2005. It was unclear whether her figure would exactly match the standard government estimate due from the statistics bureau this month.
oh see what you mean ...error message . OK.
well they know where to come if this happens again
;)
You were able to actually POST on SI? I can read, but not make a post.
Bill
it's working for me ....but glad you kept the link I posted.
IHUB is a good site too.
So far, it looks as though SI is down again - hopefully, some of our faithful will wander over here.
Bill
VION POPPING ON THE NEWS!!!!!!
real
Hey 2MAR you were always on the SI board...I could not post at all there liked the thread though.....learned a lot, banked a litte here and there.... good stuff hope it takes off here too.
real
BBBY , sinse april 2 earns (beat by 2)
traded back up into this traditional R in the $37's
http://stockcharts.com/def/servlet/SC.web?c=BBBY,uu[h,a]waclyyay[pb50!b200][vc60][iUa12,26,9!Lc20]&a...
C'mon, folks. I'm eager to start lurking this board. Seems like most of the insanity is behind us, and I'd really like to see some good solid talk about fundamentals.
Yahoo Q2 results on deck
By Bambi Francisco, CBS.MarketWatch.com
Last Update: 10:45 AM ET Jul 9, 2002
SAN FRANCISCO (CBS.MW) - If CNet is any guide, counting on online advertising to pay the bills is still a tough proposition.
Now, it's time to take the pulse of online advertising from one of the most popular sites on the Web, Yahoo. The online media company, which has attracted some 237 million Internet users around the world, and at least one talking dolphin, is set to release its results for the three months ending in June after the close Wednesday.
And even though Yahoo is making progress diversifying its revenue stream by adding businesses that generate services-oriented fees, online advertising sales still account for 63 percent of total revenue.
Ahead of Yahoo's report, Yahoo shares meandered in and out of negative territory Tuesday morning. In recent trading, the stock traded at $12.80, down slightly.
Analysts surveyed by Thomson Financial/First Call expect Yahoo (YHOO), which employs about 3,500 people, to earn the equivalent of 2 cents a share, unchanged from the first quarter, based on pro forma reporting. It lost 4 cents a share in the same period last year. It's expected to generate sales of $214 million, up 11 percent from the first three months of this year, and up 18 percent from the same period in 2001.
Recall, CNet (CNET) warned in late June that second-quarterly sales would fall 19 percent from the same period last year. This outlook was due to an expected 5-percent revenue shortfall from CNet's previous outlook. The company said it expected to report second-quarter revenue of between $57 million and $58 million, compared to its previous outlook for $58 million to $63 million. AOL Time Warner's (AOL) advertising/commerce revenue is expected to decline by 40 percent, according to Merrill Lynch's estimates. Overall advertising is forecasted to fall 17 percent year-over-year.
The fallout from the weak ad market continues. Business Week is reporting on some concerns AOL may have to take another goodwill write-down to reflect the decline in value of Internet business AOL online. Due to the weak advertising market, especially in the high-tech industry, CNet said in late June that it would cut staff by 10 percent, leaving it with roughly 1700 employees.
For its part, Yahoo let some employees go recently as it shut down its online TV network called Yahoo Finance Vision. Yahoo still employs roughly 3,500 people.
Merrill: Upward guidance?
Despite the unfavorable environment, Merrill Lynch is telling its clients that it's likely Yahoo will raise its objectives for the second half of this year due to the extension of its Overture (OVER) deal announced April 25.
For the second half of the year, Yahoo is expected to earn 2 cents a share in the current quarter and 4 cents a share in the fourth quarter. For the full year, Yahoo is expected to earn 10 cents a share. Annual earnings are then expected to grow to 19 cents in 2003.
As for sales, Yahoo, analysts predict, will grow quarterly revenue by 8 percent sequentially in the third quarter to $231 million. From that base, the analysts peg sales to grow by 13 percent to $261 million during the holiday quarter.
Shares of drugmaker NOVN ($20-$14.90) skid on Wyeth hormone-study news
http://stockcharts.com/def/servlet/SC.web?c=novn,uu[h,a]daclyiay[pc20!c200!f][vc60][iut!Lh5,5!La12,2...
CHICAGO (AP) -- Shares of Noven Pharmaceuticals Inc. (NasdaqNM:NOVN - News) dropped sharply Tuesday after government researchers halted a study of Wyeth Pharmaceuticals' hormone replacement therapy, citing concerns about risks of breast cancer and heart disease.
ADVERTISEMENT
Noven, a Miami-based developer of drug-delivery systems, also sells hormone replacement therapies for women.
"People are just taking down anything associated with women's health," said Michael Hearle, an analyst with Leerink Swann & Co.
He said Noven's combination hormone replacement product represents "a very small percentage" of the company's revenue.
Wyeth, whose shares suffered a steep drop, said a study on combination hormone replacement therapy, or HRT, from the Women's Health Initiative Study found that combination HRT increased the risk of cardiovascular disease, and, over time, increased the risk of breast cancer.
The National Institutes of Health is discontinuing the combination HRT arm of the study due to the increased risk of invasive breast cancer and a determination of an overall lack of long-term benefit.
Wyeth paid for the follow-up study, which was published last week in the Journal of the American Medical Association, or JAMA.
A spokesperson for Noven wasn't immediately available for comment.
and silly me, I am out of my IDPH short.
I have been playing things pretty simple lately. So far plain ole shorting has been pretty profitable.
Who needs a stinking bear put spread???
Biotech earns dates MLNM -->7/16 (tues) in the A/H...
Then GENZ 7/17 (Weds) in the am , with IDPH that night ...
These seem to be kicking off major Biotech reportings this sesason , with BGEN following 7/18 (thurs) in the am.
* Always fun when they report in the am <G>
ABGX=7/23...ests= -41c
ADRX=7/26...ests=9c
AFFX=7/24...ests=1c
AMGN=7/24....ests=34c
BGEN=7/18....ests=31c
CEPH=7/5....ests=21c
CHIR=7/24 ...est= 27c
CELG=7/25? ...est=.0.0
GILD=7/30...ests=3c
GENZ=7/17...est=26c
ICOS=7/25...ests=-54c
IDPH=7/17...est=19c
IMCL=8/15...ests= -41c
IMNX=??
MEDI=7/25...ests= -12c
MLNM=7/16....ests= -19c
MYGN=8/6...ests
all dates need to be checked , from briefing.com
Yah , that's why I like you so much JXM
In a Down Market, Bear Put Spreads Can Be Profitable
http://www.thestreet.com/_yahoo/markets/optionetics/10030766.html
they just happened to be using IDPH as an example today ....trading lower here to $31 A/H
Actually, I do look at basic fundies. Where I need help is in evaluating the fundies of non-tech stocks.
P&F is great for a big picture technical view, but it absolutely needs to be augmented with basic FA and other forms of TA.
Sometime you can teach more about P&F'ing...
and I'll get you to grubbing around and looking at EPS ,
PE , fundamentals and market caps at some point too <G>
http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=17559925
what a team , hehe...I gave up on OJ long time ago, he's absolutely -->clueless.
PS: Manu in the 4's now , VRTS next tuesday will really tell a tale cause ORCL's Ellison is so full O' sh*T.
Yahoo to Show Stronger Quarter..but :
By Andrea Orr
PALO ALTO, Calif. (Reuters) - Business is finally looking up for Internet media company Yahoo! Inc (NasdaqNM:YHOO - News), whose second-quarter earnings report this week is expected to reflect a more stable advertising market and growth in other businesses.
But the improvements probably will not be enough to reverse the longstanding decline in Yahoo stock, which appears still to be overvalued, even taking into account that its business is recovering, analysts said.
After six consecutive quarters of losses, the bloom is clearly off the rose for Yahoo, once regarded as a media powerhouse but now under pressure to justify its pricey valuation after underperforming peers by a wide margin.
"We suspect Yahoo's stock valuation is totally out of line," said Derek Brown, an analyst with W.R. Hambrecht, who said he would take serious interest in the stock only if it fell below $10.
Yahoo shares on Monday traded down 73 cents, or 5.36 percent, at $12.89. The shares have tumbled about 26 percent so far this year, compared with a 13 percent decline in the shares of Internet auction site eBay Inc (NasdaqNM:EBAY - News) and a 37 percent rise in retailer Amazon.com Inc. (NasdaqNM:AMZN - News).
While Amazon reported its first-ever profit earlier this year and eBay's rapid growth continues unabated, Yahoo may never regain its standing as a top-tier Internet stock, a number of critics say.
They note that even if Yahoo's core advertising business improves as the economy recovers, it will probably not regain the heights seen during the dot-com heyday, and that investors need to be more realistic.
REALITY CHECK
"There seems to be this belief that current expectations don't take into account a reasonable recovery," argued W.R. Hambrecht's Brown. "That's incorrect. Certainly there has been a recovery, but the stock price is still too high."
He calculated that Yahoo is currently trading at 50 times its expected 2003 earnings, and said many investors are having trouble letting go of their image of Yahoo as one of the world's dominant media companies.
Yahoo is expected to report a second-quarter profit, excluding unusual charges, of 2 cents per share, according to the average analyst estimate compiled by Thomson First Call. The average revenue estimate is $214.65 million, up from $182.67 million in the year-earlier second quarter, and up from $192.67 million in the first quarter.
After steadily losing dot-com advertisers that fueled its dizzying growth in the late 1990s, Yahoo has managed to rebuild an advertising base of stable companies, while adding fees to many of its services, such as online personals.
That progress in diversifying away from a reliance on advertising will be reflected in the company's second-quarter revenues. Some analysts expect the company to surpass consensus forecasts.
"There is a lot of strength coming from its non-advertising revenues," said Safa Rashtchy, an analyst with U.S. Bancorp Piper Jaffray, who cited new fees for various services, as well as Yahoo's recent acquisition of the HotJobs recruiting site, which has produced a surge of traffic to Yahoo.
But he said progress remains vague on some of Yahoo's other initiatives, such as the co-branded Internet service it is developing with long distance provider SBC Communications Inc. (NYSE:SBC - News)
He said Yahoo had still not disclosed all the financial terms of the SBC partnership and that he needed more information to evaluate its potential.
too late for the first grub, but I'll get the next!
RETK -->freefall A/H ($20-$8-$10)Cap= 1/2Bil sees 3rd-qtr, year earnings below estimates
(Adds after-hours stock price)
MINNEAPOLIS, July 8 (Reuters) - Software company Retek Inc. (NasdaqNM:RETK - News) on Monday said it was comfortable with Wall Street estimates for the second quarter but said it was disappointed with its volume of new business and gave earnings guidance below estimates for the third quarter and the year.
ADVERTISEMENT
The warning, which follows a similar cautious outlook issued last Friday by competitor JDA Software Group Inc. (NasdaqNM:JDAS - News), caused Retek shares to plummet to as low as $8 in after-hours trade on Instinet from a close of $17.31 on Nasdaq.
Minneapolis-based Retek, which makes software for retailers, said it expects to report second-quarter net revenue of $60 million to $61 million, licensing revenue of $45 million to $46 million and earnings per share on an operating basis of 9 cents to 10 cents. $30 million in license revenue was delayed or deferred because of longer sales cycles, Retek said.
For the third quarter the company said it expects operating earnings per share of 2 cents to 4 cents, software licensing revenue of $36 million to $38 million and total revenue of $52 million to $54 million.
For the full year the company said it expects revenue of $215 million to $230 million and operating earnings per share of 25 cents to 30 cents. The company also withdrew past guidance for 2003.
The average estimates of brokers surveyed by Thomson First Call had been for operating earnings per share of 10 cents in the second quarter, 12 cents in the third quarter, 43 cents in 2002 and 69 cents in 2003.
Minneapolis-based Retek, which makes software for retailers, said it expects to report second-quarter net revenue of $60 million to $61 million, licensing revenue of $45 million to $46 million and earnings per share on an operating basis of 9 cents to 10 cents. $30 million in license revenue was delayed or deferred because of longer sales cycles, Retek said.
For the third quarter the company said it expects operating earnings per share of 2 cents to 4 cents, software licensing revenue of $36 million to $38 million and total revenue of $52 million to $54 million.
For the full year the company said it expects revenue of $215 million to $230 million and operating earnings per share of 25 cents to 30 cents. The company also withdrew past guidance for 2003.
The average estimates of brokers surveyed by Thomson First Call had been for operating earnings per share of 10 cents in the second quarter, 12 cents in the third quarter, 43 cents in 2002 and 69 cents in 2003.
Jim Brown 7/8/02, 5:23:26 PM
Pivot Trade Wrap
Bernie in Hot Seat -While Bernie Ebbers sweated bullets in the hot seat today the markets showed no follow through to Friday's gains. When we started this morning there were two likely scenarios. An opening dip and rally to new highs or an opening bounce and afternoon sell off. We got both. An opening dip, rally and then afternoon sell off. The amount of the afternoon dip, about a -110 point decline, was about what was expected after the +300 point gain. The afternoon bounce off that dip appeared to be the start of a rebound off that profit taking. Unfortunately the rebound failed.
Whether it was the controversy brewing over the WCOM hearing or just worries about the impending earnings cycle we don't know. The morning started with Merrill, Morgan and Goldman Sachs buying large quantities of S&P futures but the trend changed almost immediately. Tomorrow we will see if this afternoon was just profit taking or the prelude to another leg down. There was a small buy program at 20 min before the close but the volume was very weak. Neither IBM nor INTC have warned and earnings are fast approaching. Bulls may not be interested in taking positions at this level until after the giants have spoken. It is hard to build a case for a positive week and the negativity from the WCOM hearings could drag on the markets. Stay tuned.
Adtran Inc-ADTN $19... mgt likely to miss street ests and lower guidance says DBAB
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