USA finansijsko trziste i refleksije na Evropu, Srbiju...

Aha, i jos 120 ENHL, 50 AGBN i 80 SJPT... Ne znam, secas se onog petka? Ja pokusavam da ostanem miran, ali sam u akcijama preko glave, nije mi bilo prijatno da vidim ovo veceras na Wall Street-u. Lako moze da mi se istopi 10%, a ti racunaj koliko je to...

Stefane, s obzirom na likvidnost, i ako se stvori kritična masa malih investitora koji će, citiram: "gaće u ruke", može lako da se desi korekcija.

Ovih dana je kod nas prilično mrtvo i nelikvidno. Ko li će da bude na bid-u sutra?

Ali slažem se da nema preteranog razloga za brigu. Možda je kontradiktorno sa gornjim delom poruke, ali tako mislim, jer ovo gore je samo teoretski šta bi moglo da se desi.

Dexiv, ako si zaista dugoročno na berzi, nema razloga za brigu, ovo su sjajne cene po kojima si ušao.

Pa i ja tako mislim, ponder na AIKB mi je oko 3025, sto je zaista dobro. Verovatno se grizem sto nisam sacekao korekciju, ali smo je cekali kao gladnu godinu, pa sam pomislio da nema smisla odugovlaciti. Ko zna, mozda cu ovo iskoristiti i kao dip-buying.

A jel moze bar evropa u zeleno sutra?

Ris ::

A jel moze bar evropa u zeleno sutra?

Tesko, veoma tesko.

Morav Vam priznati da sam se Us.o! kao grlica!

U slučaju nervoze, depresije, stresa ili nesanice, najbolje je probati rešiti problem prvo prirodnim putem, na primer čajevima.
http://www.zdravlje.at/ljekovito-bilje/cajevi-za-smirenje-/20081222/

Sada po principu domina padaju giganti kao Ebay, Amgen... After Hours, u minusu 8%, odnosno 5,9%.

da li moze onaj link od fjucersa? pogledajte kako je ojacao dolar naspram jena i eura

http://www.bloomberg.com/markets/stocks/futures.html
USA market
http://www.bloomberg.com/markets/stocks/wei.html

http://money.cnn.com/data/actives/
http://money.cnn.com/data/gainers/
http://money.cnn.com/data/losers/
http://money.cnn.com/data/dow30/

EUR/USD 1,5009 +0,48% 23:16
USD/JPY 91,0150 +0,42% 23:17
EUR/GBP 0,9041 -0,81% 23:16
EUR/CHF 1,5100 -0,13% 23:16
EUR/JPY 136,6044 +0,76% 23:16
EUR/HKD 11,6322 +0,47% 23:17
EUR/TRY 2,1880 +0,57% 23:17
EUR/RUB 43,6799 +0,03% 23:17

Auuu, sta je sad ovo? Ako je samo zbog preporuke da se W. Fargo proda, onda nije nista strasno. Nema jurisanja sutra na prodaju. Malo su korigovali pa ce u zeleno od sutra ponovo. Trenutno, futuresi oko nule, dolar i dalje pada tako da nema razloga jos uvek ni za kakvu veliku zabrinutost.

NIŠTA FRKA, NIŠTA STRES
PIJTE SAMO KRAŠ EXPRES

Dobre vesti, Evropa krenula zelenom bojom...

Super, ali Japan i veliki deo Azije u minusu. Kod nas verovatno nelikvidnost i to je to.

Vladulns, nesto vidis sa zakasnjenjem. Zapadni indeksi se urusavaju, Dax pada 1,6%, isto toliko i CAC. Londonski FTSE je u padu oko 1,4%, pad se povecava.

e da mogu nekako da onu liniju na s and p odem i rucno je podignem nanulijoj :x

Da li ti stvarno trebaju bolje vesti od ovoga? :)

Leuthold Says S&P 500 May Advance to 1,350 Next Year (Update2)
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By Mary Childs and Betty Liu

Oct. 22 (Bloomberg) -- The Standard & Poor’s 500 Index will rally through year-end and may rise to 1,350 in 2010 as profits improve, said Steve Leuthold, whose Leuthold Core Investment Fund beat 95 percent of rivals in the past five years.

The benchmark for American equity will advance in the year’s final two months as companies topping analysts’ profit estimates entice investors who haven’t owned stocks during their seven-month rally, Leuthold said. The measure may climb to 1,350 by the middle of next year, a 25 percent gain from yesterday’s close, before retreating in the second half, he said.

“We’re setting up for a really good market in November and December, a year-end rally where you’re getting a forced move into the market by those that have lagged behind,” Leuthold, who manages $4 billion, said in a Bloomberg Television interview. Stocks will benefit from “capitulation on the part of people who have been cautious,” he said.

The S&P 500 is trading at its highest valuation in five years after climbing 60 percent from a 12-year low in March as the government lent, spent or guaranteed $11.6 trillion to combat the worst recession since the 1930s. The index is valued at more than 20 times the reported operating profits of its companies, twice its price-earnings ratio on March 6.

‘Getting Toward Overvalued’

“It’s not terribly overvalued, but we are getting toward overvalued territory,” Leuthold said. “There’s a limitation on how far this market can go on a valuation basis. We’ve got to wait a while before we’re going to go above 1,550 to new all- time highs.”

The index closed at 1,081.40 yesterday, 31 percent below its record of 1,565.15 on Oct. 9, 2007.

The measure will probably reach its 2010 high by mid-year and the market will have “trouble” in the second half should the government disappoint investors who are anticipating moves to reduce the nation’s fiscal deficit, he said.

Half of Leuthold’s portfolio is invested outside of the U.S., he said, focused on healthcare companies and those that benefit from increasing consumer spending in China. He also recommended American companies that sell their products abroad.

“We’re quite dependent on the faster economic growth outside the U.S.,” he said. “That’s where the action is going to be.”

Economic Expansion

China’s economy will expand 9.5 percent next year, compared with 2.4 percent growth for the U.S., according to the average forecasts of economists surveyed by Bloomberg.

Leuthold said he missed part of the rally in large technology companies, which he sold earlier this year, and predicted mergers and acquisitions will increase after they report earnings that surpass analysts’ estimates.

Technology companies in the S&P 500 have led this year’s advance, climbing 49 percent, the most among 10 industries. Their third-quarter earnings have topped analysts’ projections by 14 percent, according to Bloomberg data.

Xerox Corp., the largest maker of high-speed color printers, today forecast profit for the year that beat projections. The company agreed to buy Affiliated Computer Services Inc. for $5.7 billion last month. Dell Inc., the second-largest personal-computer maker, agreed to purchase Perot Systems Corp. for $3.9 billion on Sept. 20.

To contact the reporters on this story: Mary Childs in New York at mchilds4@bloomberg.net.
Last Updated: October 22, 2009 13:17 EDT

Stefane, pozlatilo ti se... :) A Dow Jones veceras vraca svoj pad od sinoc, izazvan smanjenjem rejtinga banke Wells Fargo. Ocigledno je u pitanju bila panika. Ako sutra i Belex ne krene, onda je najuzasnija berza na svetu.

Ja ne ocekujem neko cudo na Belexu sutra... Prosto, mi spavamo i dokle god mališani kao što smo mi odlučuju sa svojih par stotina akcija kuda će ići berza, neće sigurno ići značajno gore...
Verovatno će se malo pomeriti kada se postigne dogovor sa MMF-om...
Ali mi se čini da neće ni značajno dole, tj. ova današnja korekcija je neki standard kada idu kao loše vesti iz sveta.
Dakle, naoružajmo se strpljenjem i sačekajmo neki lep rast! :)

Da otvorimo glasanje - kada ce Belex15 na nivo 1000, sta mislis? :) Ko bude najblizi vremenski, dobije... Ne znam, casticemo ga grdno. :)

Hehehe... Pa nećemo se baš častiti ako dođe do 1000 za godinu dana! Onda smo baš pukli! :)
Pusti glasanja, mislim da je sada važno samo strpljenje. Po meni, signal je iz sveta da se ni slučajno ne napuštaju pozicije. Prazni se samo onaj ko mora (čekamo da se isprazni) i onaj ko se uspaničio (pa na njemu zarađuju oni koji imaju para).
Samo polako...
Kad me uhvati panika i kada budem planirao da rasprodam sve, odmah ću javiti! Za sada me samo smara sve ovo, ali iskreno očekujem lepu zaradu...

U pravu si. Sada se cekaju tri bitne stvari: pregovori sa MMF-om, aktiviranje Prelaznog trgovinskog sporazuma sa EU i objavljivanja 3Q rezultata za banke.

DOW se oporavi ponovo probijenje 10100.

Oni sto prethodni dan padnu, vec sledeci debelo nadoknadu.

North/Latin America
INDEX VALUE CHANGE %CHANGE TIME DOW JONES INDUS. AVG 10,081.31 131.95 1.33% 16:30
S&P 500 INDEX 1,092.91 11.51 1.06% 16:36
NASDAQ COMPOSITE INDEX 2,165.29 14.56 0.68% 16:36
S&P/TSX COMPOSITE INDEX 11,533.37 91.35 0.80% 16:36
MEXICO BOLSA INDEX 30,761.76 -127.29 -0.41% 16:33
BRAZIL BOVESPA STOCK IDX 66,134.97 649.38 0.99% 16:17
More North/Latin America Indexes

How to Invest in Financials: Laszlo Birinyi
Published: Thursday, 22 Oct 2009 | 12:04 PM ET
Text Size
By: JeeYeon Park
CNBC News Associate

If the market continues at its current pace since the March lows, it could hit 1,280 on the S&P by the end of the year, said Laszlo Birinyi Jr., president at Birinyi Associates. He shared his market insights.

“I'm bullish on this rally," Birinyi told CNBC. "I think most people missed this rally—both professional and retail—that's why there's so much negative sentiment. It's not so much that they're negative—they realize the train has left and they're not on it."

"A month ago, I suggested markets are going higher—it’s been up 10 percent since then,” he said. "I don't think you can really forecast a market...so if we set some sort of parameter, it’s where it comes out."

CNBC Data Pages:

* Dow 30 Stocks—In Real Time
* Where's the US Dollar Today?
* New: 'Sector Watch' Data Page

Birinyi said although he liked the financials before, they had a good upward move and investors may be “a little reluctant to go into the banks.”

“[But] I like Goldman Sachs [GS 183.66 4.40 (+2.45%) ] a lot and Morgan Stanley [MS 35.73 1.65 (+4.84%) ] had good news yesterday,” he said. "If you want to have some financial exposure, I think brokers are better than the banks. I think if you’re looking for some income, there are some stocks that pay some very handsome yields with very limited downside.”

Birinyi said Goldman Sachs could eventually trade at $200.

In the meantime, Birinyi said the U.S. dollar’s decline is a “continuation of what we’ve seen for some years.”

“There’s no stronger force in the market than momentum and you can’t forecast when that will end. It ends when it ends,” he said. “What’s throwing the markets for a loop is the quickness and aggressiveness of the decline. It’s not steady and not orderly.”

Dobro jutro.Upravu je Devix ovu su tri vrlo kljucne stvati do kraja godine i mislim da ce se ostvariti.A posto ja volim da licitiram moja najniza jedinsvena ponuda za belex je> nivo 1000 oko 05.12.2009. UH al je ovo optimisticno ali takav sam inace.pozdrav

Sad sam i ja editovao post... :) Nebojsa, moguce je da se tako nesto dogodi, ali samo pod uslovom da stranci pocnu da kupuju i da dizu indeks u bull marketu... Inace, zabokrecina. Jako ohrabruju izjave britanskog ambasadora u Beogradu, kao i evropskog komesara za prosirenje Olija Rena, da je krajnje vreme da EU odmrzne SSP, kao i Prelazni trgovinski sporazum. 2-3. novembra glavni tuzilac Haskog tribunala Serz Bramerc dolazi u Beograd, i sva su ocekivanja da ce izgovoriti reci "puna saradnja". To, uz pozitivan ishod pregovora sa MMF-om i dobre 3Q rezultate AIKB i AGBN, i eto nama indeksa na 1000 relativno brzo.

da da pardon 2009. izmenio sam ma gde bre 2010 tada ce mo biti na nivou od 10100 ko Dow HEHEHE
PS Jos jedna greska napisao sam devix umesto dexiv sorry.Jos se budim

NEBOJSAe ::

da da pardon 2009. izmenio sam ma gde bre 2010 tada ce mo biti na nivou od 10100 ko Dow HEHEHE
PS Jos jedna greska napisao sam devix umesto dexiv sorry.Jos se budim

Ma OK, Nebojsa, i ja sam izmenio post, rekoh sigurno si mislio na 2009. godinu, znajuci tvoj zarazni optimizam ovde. :)

ma ljudi samo opušteno sve do februara sledeće godine. dotle garantovan rast uz najgore korekcije poput "onog" petka ali češće mnogo manje.

posle toga, eeee to je pravo pitanje

Valjda posle toga "pravac Kazablanka"... :)

Zavisi do koje cifre cemo da dobacimo u februaru sledece godine 1200 - 1500 poena je jos uvek nizak ulaz. :D
Ne treba zaboraviti medijsku masineriju koja ce se ukljuciti na tim nivoima, zatim eventualni izlazak javnih preduzeca itd.
Moze to da bude lepa prica, ali ja nista ne bih dirao do leta, a onda moze i ta Kazablanka. :D

Jos malo lepih rezultata

http://www.marketwatch.com/investing/stock/msft/overview

I jos malo:

http://www.marketwatch.com/story/us-existing-home-sales-rise-94-to-557-million-2009-10-23