十月二十五日盘后，十月二十六日瞎猜计划

[nepean_01]

十月二十五日盘后
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週三美股探底回升，儘管昨天收盤後和今天盤前發布的一系列公司業績報告喜憂參半，良好的經濟數據和對於歐洲債務危機進展的期待提振了市場情緒，盤中美股探底回升，商品，能源和科技板塊表現突出，黃金重新回到1700美元上方，石油受到庫存數據影響大幅走低。截至收盤，道瓊斯指數+162.42點，收於11869.04點， 標準普爾+12.95點，收於1242點，納斯達克指+12.25點，收於2650.67點。

公司新聞：
彭博報道稱，MetLife(MET)在美聯儲拒絕該公司的增加分紅以及股票回購方案後，也許會加快退出銀行業務的速度。

Zipcar(ZIP)宣布公司獲得美國總務管理局機動車管理辦公室一攬子采購協議合同，作為該聯邦政府辦公室短期租賃計劃的服務提供商，這標誌著提供車輛共享服務的公司將進入總務局服務提供商名單中，作為聯邦政府各部門執行STR計劃可以利用的資源之一，聯邦政府部門將利用該公司在美國12個主要市場區的整個車隊資源。

華爾街日報消息稱，Research In Motion(RIMM)已經為微軟(MSFT)Office 365推出了黑莓雲服務，Office 365是一款中型公司使用的在線服務以便對黑莓設備進行管理。

據CharlotteObserver報道，蘋果(AAPL)計劃建造一所太陽能農場以為其位於美國北卡羅來納州的大型數據中心提供電源。

花旗(C)預計將在本周末之前完成EMI唱片公司的出售交易，Access Industries的Len Blavatnik最近收購了華納唱片公司，他將與Revlon(REV)的主席－商業巨頭Ron Perelman進行購買EMI的最後競爭。

Daily Mail報道，沸沸揚揚的坊間傳言皇家荷蘭殼牌石油公司(RDS.A)或將加入到Valero Energy(VLO)競價戰中，印度瑞來斯實業公司將以每股48美元的價格收購VLO。

歐盟相關人士稱EFSF的杠桿效應將達到4倍（但基數尚未確定）。

根據歐盟理事會主席Herman Van Rompuy發言記錄，歐盟領導人已經就提高歐銀行資本率共同達成一個大概的意見，歐盟領導人認為歐銀行要在2012年6月30日前達到一級資本率9%，這個比例應該將持有主權債券盯市損失考慮在內，如同2011年9月30日的情況。

RIM高級副總裁大衛-史密斯（David J. Smith）在一篇博文中稱，PlayBook OS 2.0更新程式將會推遲到明年2月推出。

 

[nepean_01]

Will see how market react to this news

歐盟峰會記者招待會將在6點召開


歐盟將利用槓桿將EFSF規模擴大至1萬億歐元

 

[nepean_01]

MM trading record in the public system, hehe.

 

[nepean_01]

我无比小仓过夜，也许高开低走! 但我们不用猜，看盘面一目了然!

I took some RIMM over night, it is the only one i did not make money today!!!!!!!!!!!!!!

 

[nepean_01]

I do think BTU, NFLX and GMCR is a good swing candidate. But i prefer buy in the DIP, then sell it on the rally.HEHE.:blink:

 

[nepean_01]

Some thought:
Shorting BIDU, covering SINA's short, buy back NFLX, add some more RIMM on the way down, missed BTU around 36 (pain!!!!!!!!!), LULU, SODA, long DANG and RENN.

But will depend on how market react to the news. I expect massive pull back if dapan open right at 1260! It might.

 

[nepean_01]

欧元

 

[nepean_01]

The most bullish stock

CMG kind of topping.

不过空它我得借点胆。呵呵。太牛了。不过AMZN这种垃圾牛股今天被打下来了。CMG，GMCR和AMZN，VRUS并称今年四大垃圾牛股!!!!!!!!!!!!

 

[nepean_01]

Upper Range Intact

Upper Range Intact

Impressive action today

S&P’s tested the old resistance of 1220-1227 early this morning and held very well. (1221 was the low on the session)
I was hoping to see the 1210-1212 area get tested, which is the 25% Fibonacci retracement. ( but market held above this)
It’s hard to sink your teeth into much at these levels as this market has a lot to prove in this is upper zone!
As hard as it to get into a tier 2 or 3 long- It’s much harder to be a stubborn short (even though it seems cool to be a Bear- misery loves company)

Industrials – Refiners- and banks all holding in well and gaining relative strength. Goldman Sachs (GS) even triggered some bullish follow through above 104.75

Tonight we get more info out of Europe- if they can’t sell this market off when there is little clarity again, bears will really be on the ropes.

The longer we hold above 1190-1210 S&P the greater the probability we see the higher end of our 4th Quarter 1250-1300 target met.

*Disclosure: Scott J Redler is long SPY XLF GE JPM AAPL NFLX
Scott Redler traded AMZN BIDU SINA.

I also traded those stocks.

 

[nepean_01]

10-26-2011 Outlook
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US stocks continued to move up today (Wednesday) on expectations the European Union will support Greece and other countries on a debt relief plan. Late in the day before regular market closed, headlines came out that the EU will quadruple their commitment to over $1.0
trillion in an attempt to contain the debt problems starting with Greece, Italy, Spain and Portugal.

In the short-term it looks like the markets are accepting this financial plan and stocks are likely to continue trending upward until the next news event which could be weeks away. Earnings reports have not been overly impressive but the absence of the number one fear
should create an environment for more buying.


The Dow30 was up 1.39%, Nasdaq Composite was up
0.46%, the S&P 500 was up 1.05%, and the Russell 2000
was up 1.89%. The CBOE Volatility Index which is a gauge
used to measure fear in the market place was down 7.3%.
In earnings news, AMZN, Amazon.com was down 12.6%
Wednesday after reporting weak earnings during after market
hours Tuesday. BA, Boeing was up 4.4% after announcing
strong earnings and a better than expected outlook.
S, Sprint was down 7% after mention in their earnings report
that more subscribers than expected were lost.
XOM, Exxon Mobil, AET, Aetna, TWC, Time Warner Cable, BIDU, Baidu, CVX, Chevron, and MRK, Merck are just a few of
the more notable companies scheduled to release earnings the remainder of this week.
In economic news, Durable Orders rose 1.7% in September which was better than expected and the largest increase in six
months. New Home Sales came in at 313K, which was better than the 300K expected and helped lift home builder stocks.
TOL, Toll Brothers was up 1.4%, KBH, KB Homes was up 3.1%, DHI, DR Horton was up 1.9%, and PHM, Pulte Homes
was up 2.4%. Also, weekly mortgage applications were up slightly last week.
V, Visa reported earnings during after market hours Wednesday that beat expectations. Revenue, however, fell short of
expectations and shares were down just over 2% during after-market trading. Also, F, Ford was down 7% Wednesday after
reporting an increase in revenue but a small quarterly loss.
In other news:
FSLR, First Solar rebounded 6.5% after Tuesday's big sell off following news that CEO Rob Gillette was leaving.

Summary Opinion
-------------------------------------------------------
US stocks continued to move up today on expectations the
European Union will support Greece and other countries on a
debt relief plan. In the short-term it looks like the markets are
accepting this financial plan and stocks are likely to continue
trending upward until the next news event which could be weeks
away. Earnings reports have not been overly impressive but the
absence of the number one fear should create an environment
for more buying.
Calendar (All Eastern times)
Tuesday, 9:00am, Case Shiller 20 City Index, -3.5%
Tuesday, 10:00am, Consumer Confidence, 46
Tuesday, 10:00am, FHFA Housing Price Index, 0.8%
Wednesday, 7:00am, MBA Mortgage Index, -14.9%
Wednesday, 8:30am, Durable Orders SEP, -1.0%
Wednesday, 8:30am, New Home Sales, 290K
Wednesday, 10:30am, Crude Inventories, 4.720M
Thursday, 8:30am, Initial Jobless Claims, 403K
Thursday, 8:30am, Continuing Claims, 3700K
Thursday, 10:00am, Pending Home Sales, -1.2%
Friday, 830am, Personal Income, 0.3%
Friday, 830am, Employment Cost Index, 0.6%
Friday, 955am, Michigan Sentiment, 57.5
Follow-up notes: 2
Focus Chart: (Worden Telechart 2007-Download FREE software on lower right of home page of www.TradeStocksAmerica.com.)
WNR, Western Refining was up 4.2% Wednesday and failed to make a new low before starting to rebound. This is the last remaining
short on the stock table and should've been covered today. If you are still SHORT consider covering this position Thursday.
Scalp of the day from Trading Room

 

[nepean_01]

做了一下功课，看了下月线图，吓一跳，牛!!!!!!!!!! Monthly chart is a outside month, very very powerful and bullish.

我近期基本不做空了。市场总体太强。到年底应该有一波大行情
! 看月线有到1300的可能。

觉得要回调时就卖掉多头，在低位再换成会跑得好马。呵呵。因为卖掉后，基本都能在低位买回，比较开心!!!!

我狠狠做功课，找波段交易的牛股。呵呵。

 

[nepean_01]

NFLX可能会出现逼空行情！

看周线图，NFLX应该能在$60-70处找到支撑!

 

[nepean_01]

Stepping back and reviewing the hourly chart patterns, the indices started out the day with a gap up, but then hit resistance and immediately collapsed sharply with the Nasdaq 100 falling from 2355 down to 2291 before rebounding to 2335 at close. The S&P 500 dropped from an earlier high of 1243 down to 1222 only to snap back to 1246 and change before the close at 1242 even.

It was a solid snapback day at the end of the day as key support levels were tested successfully.

Let's see how it goes tomorrow.

 

[nepean_01]

GLW info

In the "Executive Decision" segment, Cramer spoke with Jim Flaws, CFO of Corning (GLW_), whose stock just delivered a six-cent-a-share earnings beat on a 29% rise in revenues along with raised guidance. Corning also announced a 50% increase in its dividend and a stock buyback program.

Flaws said that inventories have finally bottomed in the company's display business and he's seeing strong retail demand for televisions in every region of the world. Corning's fiber optic business has also been building and is now the strongest its been in 10 years, he said. Flaws also said that there's strong growth in China, which is now the largest market for televisions in the world.

When asked about the dividend and buyback program, Flaws said that Corning is a constant cash flow generator and the dividend is something it has planned for awhile. The buyback, he said, is the company's way of saying that shares are undervalued. He has also personally made a similar commitment, buying shares on the open market.

Turning to new products, he said that its gorilla glass product will triple this year, while at its North Carolina fiber optic plant, Corning is pioneering new technology and is hiring new workers.

Cramer said he's never been more confident in recommending Corning than he is right now.

Customer Loyalty Abounds

In his second "Executive Decision" segment, Cramer spoke with Ron Shaich, founder and executive chairman of Panera Bread (PNRA_), which delivered a three- cent-a-share earnings beat on a 21% pop in revenues. Same-store sales rose 6% and Panera delivered better-than-expected guidance going forward.

Shaich said that customers keep coming back to Panera and are responding to its food and its loyalty program. He said the company's media is working and its operations are also starting to make a difference. Shaich also noted that thanks to record low real estate and developments costs, Panera is opening some of the strongest stores it's ever opened.

Shaich said that investors shouldn't analyze Panera over any given quarter, but should look at the long term, where the company has seen growth in 13 of its past 14 quarters. He said the company has a sustainable business model and one with many years of growth ahead.

When asked about rising commodity prices, Shaich said that value doesn't mean cheap, it means getting a lot for your money. He said that Panera customers are willing to pay reasonable prices, which is why the company was able to offset all of its rising food costs.

Shaich concluded by saying that Panera remains committed to its stock buyback program. The company is about half way through its $600 million repurchase authorization and uses any opportunities in its share price to buy back more.

Cramer said companies like Panera and Chipotle have over thing in common, customers love them, and so does he.

 

[nepean_01]

懒猫，您有空能否尽快帮我们研究一下GLW和NFLX的基本面 (能不能避免JVA研究完，股价已翻倍的厄运?)?

我一朋友很喜欢GLW 。很想听听您的分析!

另外您如何看GMCR和JVA的基本面? 衷心感谢!