Gutes Zeichen für Chipwerte
Top-News
Phil. Semi Index plus 5,1 Prozent
Beiträge:
4
Zugriffe: 454 / Heute: 2
Zugriffe: 454 / Heute: 2
|
Financial Shares, GE, Microsoft Advance
By Josh P. Hamilton
New York, Dec. 16 (Bloomberg) -- U.S. stocks rose after Lehman Brothers Inc. and Goldman, Sachs & Co. advised European investors to increase the amount of U.S. shares they own.
Financial shares, which make up a fifth of the Standard & Poor's 500 Index, led the gain as companies including Citigroup Inc. and Bank of America Corp. advanced.
General Electric Co., whose GE Capital unit is the largest non-bank financial services company, rose before meeting with Wall Street analysts tomorrow to discuss its outlook.
Microsoft Corp. advanced after Nvidia Corp., which supplies chips for Microsoft's Xbox video game console, said it's ordering more semiconductors.
``Companies' earnings are growing,'' said Edward Hemmelgarn, who manages $1 billion as president of Shaker Investments Inc. in Cleveland. ``I'm sitting here and finding a lot of cheap stocks.''
The S&P 500 Index gained 19.36, or 2.2 percent, to 908.84 as of 3:38 p.m. New York time. The Dow Jones Industrial Average rose 172.37, or 2 percent, to 8606.08. The Nasdaq Composite Index added 34.81, or 2.6 percent, to 1397.23.
Fund managers should boost U.S. equities to 50 percent of their portfolios from 39 percent and cut holdings of European stocks, said Ian Scott, head of European equity strategy at Lehman Brothers, in a note to clients. Benchmark U.S. indexes are headed toward a third-straight year of losses.
U.S. technology, media and telecommunications stocks are cheaper than their European counterparts, according to the firm, the world's fourth-biggest investment bank.
U.S. Outlook
There are better prospects for growth in corporate profits in the U.S. than Europe, according to Peter Oppenheimer, European equity strategist at Goldman Sachs, the world's biggest arranger of stock sales this year. European companies have done less to pare costs, and policy makers have been slower to cut interest rates, he wrote.
``The U.S. is going to be modestly more attractive than Europe,'' said Leo Grohowski, who oversees $400 billion as chief investment officer at Deutsche Bank AG Americas. Stocks are fairly to under-valued, based on expected cash flow, earnings, interest rates at 40-year lows and inflation at the lowest since the mid- 1980s, Grohowski said.
The economy will probably grow 2.8 percent this year, up from a projected 2.4 percent pace, according to a Bloomberg News survey of economists.
Analysts expect fourth-quarter profits for companies in the S&P 500 to rise 14.8 percent, according to forecasts compiled by Thomson First Call. While that's faster than the third quarter's 7 percent expansion, it's down from a prediction last month of 16.8 percent.
Two stocks rose for every one that fell on the New York Stock Exchange. Some 1.03 billion shares changed hands on the exchange, down 2.4 percent from a week ago.
Citigroup Climbs
Citigroup, the largest-financial services firm, jumped $1.36 to $37.36, and Bank of America gained $2.11 to $70.36.
General Electric rose 84 cents to $26.34. The average fourth- quarter earnings estimate of analysts surveyed by First Call is 31 cents a share.
``The financial-services companies on average can grow their earnings per share 6 or 7 percent and keep their cost structures flat or below earnings growth,'' said Michael Stead, manager of the $525 million Wells Fargo SIFE Specialized Financial Services Fund.
Stead recently bought shares of SunTrust Banks Inc., whose shares gained $1.97 to $58.60.
Four of the largest U.S. brokerage firms rose before reporting quarterly earnings this week. Bear Stearns Cos. climbed $1.43 to $61.36, Morgan Stanley rose $1.54 to $43.34, Goldman Sachs Group Inc. added $1.45 to $74.55 and Lehman Brothers Holdings Inc. advanced $2.01 to $56.42.
Bear Stearns reports on Wednesday and Morgan Stanley, Goldman and Lehman on Thursday.
Microsoft Rises
Microsoft, the world's largest software maker, rose $1.85 to $54.35. Nvidia chips are used in personal computers as well as the Xbox. Nvidia rose 73 cents to $13.97. The maker of computer- graphics chips said it is increasing orders for chips after earlier being forced to cut third-quarter production because sales didn't meet forecasts.
Oil stocks gained as crude oil rose more than 6 percent on concern worsening violence in Venezuela will disrupt output from the world's fifth-largest exporter. Crude touched an eight-week high of $30.17 a barrel in New York.
Exxon Mobil Corp., the largest publicly traded oil company, rose 75 cents to $35.79; ChevronTexaco Corp. gained 66 cents to $68.29; and BP Plc's U.S. shares advanced $1.35 to $40.62. All 13 members of the Amex Oil Index rose.
Valero Advances
Valero Energy Corp. rose $1.66 to $36.82. The oil refiner said Friday that fourth-quarter earnings will be 75 cents a share, up from a previous forecast of 50 cents.
InVision Technologies Inc. jumped $4.23 to $27.20. The maker of explosive-detection machines boosted its fourth-quarter profit and sales forecasts because of U.S. government demand for its equipment, used to examine checked airline luggage.
SBC Communications Inc. climbed $1.39 to $27.14. The second- largest U.S. local-phone company won a judge's approval Friday for a $10 million settlement of an employee lawsuit claiming the company prematurely sold shares in its wireless unit, acquired by Vodafone Group Plc.
Nextel Communications Inc. rose 71 cents to $12.78. The mobile-phone company said it will provide wireless-communications services to the U.S. government under a two-year contract extension valued at as much as $200 million a year, with the option of three further one-year extensions.
Delta Air Rises
Delta Air Lines Inc. jumped 61 cents to $12.77. Credit Suisse First Boston Inc. analyst James Higgins raised the third-largest U.S. carrier to ``outperform'' from ``neutral.'' In a note to clients, he said he expects Delta shares to beat the industry's performance as investors take a dimmer view of airlines' outlook.
The Russell 2000 Index of smaller stocks rose 4.11, or 1.1 percent, to 392.09. The Wilshire 5000 Total Market Index, the broadest measure of U.S. shares, gained 160.79, or 1.9 percent, to 8587.05.
By Josh P. Hamilton
New York, Dec. 16 (Bloomberg) -- U.S. stocks rose after Lehman Brothers Inc. and Goldman, Sachs & Co. advised European investors to increase the amount of U.S. shares they own.
Financial shares, which make up a fifth of the Standard & Poor's 500 Index, led the gain as companies including Citigroup Inc. and Bank of America Corp. advanced.
General Electric Co., whose GE Capital unit is the largest non-bank financial services company, rose before meeting with Wall Street analysts tomorrow to discuss its outlook.
Microsoft Corp. advanced after Nvidia Corp., which supplies chips for Microsoft's Xbox video game console, said it's ordering more semiconductors.
``Companies' earnings are growing,'' said Edward Hemmelgarn, who manages $1 billion as president of Shaker Investments Inc. in Cleveland. ``I'm sitting here and finding a lot of cheap stocks.''
The S&P 500 Index gained 19.36, or 2.2 percent, to 908.84 as of 3:38 p.m. New York time. The Dow Jones Industrial Average rose 172.37, or 2 percent, to 8606.08. The Nasdaq Composite Index added 34.81, or 2.6 percent, to 1397.23.
Fund managers should boost U.S. equities to 50 percent of their portfolios from 39 percent and cut holdings of European stocks, said Ian Scott, head of European equity strategy at Lehman Brothers, in a note to clients. Benchmark U.S. indexes are headed toward a third-straight year of losses.
U.S. technology, media and telecommunications stocks are cheaper than their European counterparts, according to the firm, the world's fourth-biggest investment bank.
U.S. Outlook
There are better prospects for growth in corporate profits in the U.S. than Europe, according to Peter Oppenheimer, European equity strategist at Goldman Sachs, the world's biggest arranger of stock sales this year. European companies have done less to pare costs, and policy makers have been slower to cut interest rates, he wrote.
``The U.S. is going to be modestly more attractive than Europe,'' said Leo Grohowski, who oversees $400 billion as chief investment officer at Deutsche Bank AG Americas. Stocks are fairly to under-valued, based on expected cash flow, earnings, interest rates at 40-year lows and inflation at the lowest since the mid- 1980s, Grohowski said.
The economy will probably grow 2.8 percent this year, up from a projected 2.4 percent pace, according to a Bloomberg News survey of economists.
Analysts expect fourth-quarter profits for companies in the S&P 500 to rise 14.8 percent, according to forecasts compiled by Thomson First Call. While that's faster than the third quarter's 7 percent expansion, it's down from a prediction last month of 16.8 percent.
Two stocks rose for every one that fell on the New York Stock Exchange. Some 1.03 billion shares changed hands on the exchange, down 2.4 percent from a week ago.
Citigroup Climbs
Citigroup, the largest-financial services firm, jumped $1.36 to $37.36, and Bank of America gained $2.11 to $70.36.
General Electric rose 84 cents to $26.34. The average fourth- quarter earnings estimate of analysts surveyed by First Call is 31 cents a share.
``The financial-services companies on average can grow their earnings per share 6 or 7 percent and keep their cost structures flat or below earnings growth,'' said Michael Stead, manager of the $525 million Wells Fargo SIFE Specialized Financial Services Fund.
Stead recently bought shares of SunTrust Banks Inc., whose shares gained $1.97 to $58.60.
Four of the largest U.S. brokerage firms rose before reporting quarterly earnings this week. Bear Stearns Cos. climbed $1.43 to $61.36, Morgan Stanley rose $1.54 to $43.34, Goldman Sachs Group Inc. added $1.45 to $74.55 and Lehman Brothers Holdings Inc. advanced $2.01 to $56.42.
Bear Stearns reports on Wednesday and Morgan Stanley, Goldman and Lehman on Thursday.
Microsoft Rises
Microsoft, the world's largest software maker, rose $1.85 to $54.35. Nvidia chips are used in personal computers as well as the Xbox. Nvidia rose 73 cents to $13.97. The maker of computer- graphics chips said it is increasing orders for chips after earlier being forced to cut third-quarter production because sales didn't meet forecasts.
Oil stocks gained as crude oil rose more than 6 percent on concern worsening violence in Venezuela will disrupt output from the world's fifth-largest exporter. Crude touched an eight-week high of $30.17 a barrel in New York.
Exxon Mobil Corp., the largest publicly traded oil company, rose 75 cents to $35.79; ChevronTexaco Corp. gained 66 cents to $68.29; and BP Plc's U.S. shares advanced $1.35 to $40.62. All 13 members of the Amex Oil Index rose.
Valero Advances
Valero Energy Corp. rose $1.66 to $36.82. The oil refiner said Friday that fourth-quarter earnings will be 75 cents a share, up from a previous forecast of 50 cents.
InVision Technologies Inc. jumped $4.23 to $27.20. The maker of explosive-detection machines boosted its fourth-quarter profit and sales forecasts because of U.S. government demand for its equipment, used to examine checked airline luggage.
SBC Communications Inc. climbed $1.39 to $27.14. The second- largest U.S. local-phone company won a judge's approval Friday for a $10 million settlement of an employee lawsuit claiming the company prematurely sold shares in its wireless unit, acquired by Vodafone Group Plc.
Nextel Communications Inc. rose 71 cents to $12.78. The mobile-phone company said it will provide wireless-communications services to the U.S. government under a two-year contract extension valued at as much as $200 million a year, with the option of three further one-year extensions.
Delta Air Rises
Delta Air Lines Inc. jumped 61 cents to $12.77. Credit Suisse First Boston Inc. analyst James Higgins raised the third-largest U.S. carrier to ``outperform'' from ``neutral.'' In a note to clients, he said he expects Delta shares to beat the industry's performance as investors take a dimmer view of airlines' outlook.
The Russell 2000 Index of smaller stocks rose 4.11, or 1.1 percent, to 392.09. The Wilshire 5000 Total Market Index, the broadest measure of U.S. shares, gained 160.79, or 1.9 percent, to 8587.05.
zu jedem Preis. Ist doch egal, ob die Speicherpreise steigen oder Insider wissen, das die verkauften Stückzahlen
steigen und die Hersteller sehr schnell an ihre 100% Auslastungsgrenze stossen werden (die Chipverteilung dann nennt man Allokation und die bedeutet dann heftig steigende Preise).
Wichtig ist doch nur Bush und Krieg und schlechte Stimmung. Positive Unternehmenszahlen, steigende Handyverkäufe usw interressieren nicht.
Also VERKAUFEN.
;-) Pieter
steigen und die Hersteller sehr schnell an ihre 100% Auslastungsgrenze stossen werden (die Chipverteilung dann nennt man Allokation und die bedeutet dann heftig steigende Preise).
Wichtig ist doch nur Bush und Krieg und schlechte Stimmung. Positive Unternehmenszahlen, steigende Handyverkäufe usw interressieren nicht.
Also VERKAUFEN.
;-) Pieter
Es gibt keine neuen Beiträge.
Neueste Beiträge aus dem Nasdaq 100 Forum
| Wertung | Antworten | Thema | Verfasser | letzter Verfasser | letzter Beitrag | |
31 | 5.733 | Intel - ein kurzfristiger Trade? | Anti Lemming | 1chr | 11.12.24 15:54 | |
| 44 | 8 | 360 digitech QFin A2PDLQ | slim_nesbit | Silbergroschen | 09.12.24 15:56 | |
| 11 | 746 | ABUS RNAi Play | macos | schmidin01 | 14.11.24 13:55 | |
| 30 | 11.224 | Analysten Treffen bei Singulus ....... | DieWahrheit | TheCat | 09.11.24 11:10 | |
| 436 | Micron Technology | kague | Tony Ford | 23.10.24 21:15 |
