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na conversa

MensagemEnviado: 21/10/2005 14:58
por vmerck
e saltou-me o stop
Fechei 50 goog a 337.75

não era um investimento

MensagemEnviado: 21/10/2005 14:55
por vmerck
mas sim uma especie de palpite , uma ideia q construi analisando outras empresas do sector e evolução da cotação do titulo e acontecimentos pos apresentação. A GOOG esta carissima, mas não quer dizer q não suba........
Eu até me tenho dado bem com a GOOG mas tem sido a longo prazo, 1 mes.....

MensagemEnviado: 21/10/2005 14:43
por Incognitus
Em todo o caso, vmerk, tenho que te dar os parabéns.

Porque não te "armaste em homem" e foste só com 50.

Estes papéis são arriscados para os traders, porque muitos não adaptam a quantidade com que transaccionam devidamente ao preço e volatilidade.

não, não

MensagemEnviado: 21/10/2005 14:39
por vmerck
sabia dos earning, por isso é q shortei
e voltei a shortar hoje na abertura -50, vou tentar fechar a 320 estas 50

MensagemEnviado: 21/10/2005 14:20
por Ertai
Vmerck... foste shortar Google no dia antes dos Earnings?

Isso é andar a pedí-las... Admito que te tenhas esquecido mas shortar GOOG antes dos earnings é extremamente perigoso!

347

MensagemEnviado: 21/10/2005 14:16
por vmerck
A coisa esta preta......
Foram 50 GOOG

MensagemEnviado: 20/10/2005 23:30
por Midas
O link que postou corresponde à cotação de fecho enquanto os valores apresentados pelos foristas em cima corresponde à cotação da empresa no after-hours.

MensagemEnviado: 20/10/2005 22:02
por caixademicro
http://www.stockconsultant.com/consultn ... 59610#ttop[/url]

Será que estamos a ver a mesma coisa???

Podiam explicar ...!!!

Caixa de Micro

Recomendo vivamente que shortem. Razão:

MensagemEnviado: 20/10/2005 21:47
por pvk
Google 3rd-Qtr Net Jumps as Advertising Sales Surge (Update1)

Oct. 20 (Bloomberg) -- Google Inc., the No. 1 Internet search engine, said profit jumped sevenfold, surpassing analysts' estimates, as new mapping and instant messaging features attracted users and the company increased the number of ads it displays. The shares jumped 7.4 percent.

Third-quarter net income rose to $381.2 million, or $1.32 a share, from $52 million, or 19 cents, a year earlier, Mountain View, California-based Google said today in a statement. After fees paid to other sites for displaying ads, revenue was $1.05 billion, topping the $944 million average estimate in a Thomson Financial analyst survey.

Google users are growing at about twice the pace of Yahoo! Inc., as the company expands beyond Web searching. The addition of a third advertising slot above some search results in the quarter, helped bolster ad revenue. Chief Executive Officer Eric Schmidt is adding features and technology attract more users and tap the demand for Internet advertising that has driven sales.

``It looks like Google continues on a very strong ramp,'' said Mark Stahlman, an analyst at Caris & Co. in New York. He has an ``above average'' rating on the shares and doesn't own the stock. ``This is a better than expected earnings and revenue report.''

Profit, excluding stock-based compensation costs and other one-time items, was $1.55 a share, Google said, beating the $1.36 average analyst estimate. Analysts typically have had difficulty predicting Google's earnings because the company refuses to give guidance.

Yahoo Echo

Google's results echo those of Yahoo, owner of the most- visited Web site, which earlier this week reported profit and sales that topped analysts' estimates.

Google shares jumped $22.20 to $325.40 in extended trading. They earlier fell $5.50 to $303.20 in Nasdaq Stock Market composite trading. The shares rose 57 percent this year as Fidelity Investments and Legg Mason Inc. boosted their holdings.

By increasing the number of ads that appear beside search results, which generate most of Google's revenue, Google would have bolstered sales by about $26 million, Jordan Rohan, an analyst at RBC Capital Markets Inc. in New York said in an Aug. 23 note.

Google, Yahoo, Microsoft's MSN and Time Warner Inc.'s America Online are all battling for users to help tap the growing amount spent by companies on Internet advertising. U.S. companies will spend 4.6 percent of their budgets on Internet ads this year, a figure that may rise to 6.1 percent by 2007, according to New York-based market research EMarketer Inc.

New Sites

Google added new Web sites and software this quarter to lure users. Google Talk, which lets users swap messages and make Internet phone calls, challenges software from Microsoft, Yahoo and AOL. The Sidebar software searches for PC files and launches applications, encroaching on features in Microsoft Windows.

``I like the new products they've got,'' said Frank Husic, who manages $500 million at Husic Capital Management in San Francisco, including Google shares. ``Adding maps has been terrific.''

Google handled 56 percent of global Web queries in August, compared with Yahoo's 21 percent and Microsoft's 11 percent, according to Reston, Virginia-based ComScore Networks Inc., which tracks Web use.

With about 403 million users the same month, Google still lags behind Yahoo, with 442 million and MSN with 426 million, according to ComScore, who calculates that Google is growing twice as fast as Yahoo.

Costs Rise

As the company grows, so too do its costs.

Schmidt, who has overseen Google's growth after founders Larry Page and Sergey Brin built the search engine as graduate students at Stanford University, dampened investors expectations in July by saying the third quarter is ``slower'' than others and that they shouldn't extrapolate growth rates from last year. He also said costs may begin to rise as the company expands.

The company added about 234 employees a month in the second quarter and announced plans to build a 1 million-square-foot facility campus at a NASA campus in Silicon Valley. This month, Google signed an agreement with Sun Microsystems Inc. to distribute Sun's word processing and spreadsheet functions in a challenge to Microsoft.

Those initiatives, in addition to plans to scan the world's library books, are contributing to rising costs.

``I'm more concerned with the expense structure than I am with revenues,'' said Scott Devitt, an analyst with Legg Mason Wood Walker in Baltimore. He rates Google shares ``hold.'' ``Their capital expenditures and all the engineers that they're hiring actually haven't begun to flow through the income statement.''

Google raised an addition $4.18 billion in a stock sale in September, a decision some analysts took as a sing the company may embark on acquisitions. Google is in talks to jointly buy a stake in AOL with Comcast Corp., the largest cable-television provider.

MensagemEnviado: 20/10/2005 21:00
por Incognitus
Espero que tenhas feito as contas a cada google x o seu preço, etc, e que tenhas dimensionado o trade de forma razoável ... estes papéis caros por vezes enganam nessas coisas, pois não parece de homem shortar só 100, 200 ...

...................

MensagemEnviado: 20/10/2005 20:59
por vmerck
eftberyrmufyugxcdvvbfynysntysrnyrtsmutrnustrumudngtyuemuwmu56m56u56mu56mu6um66m6m66m7567m67m7667567w567nj6e567e7,op.,

Act.

MensagemEnviado: 20/10/2005 20:57
por jm_CALD
GOOGLE (RT-ECN)
Symbol: GOOG
Last Trade: 325.09 4:08PM ET
After Hours Change: N/A
Today's Change: 16.39 (5.31%)
Bid: 325.00
Ask: 325.26

Bons resultados

MensagemEnviado: 20/10/2005 20:53
por jm_CALD
Last Trade: 319.00 4:05PM ET

10.30 (3.34%)

MensagemEnviado: 20/10/2005 20:26
por Midas
O gráfico é do stockcharts e é logaritmico. Só há lá 2 opcoes linear ou logaritmico e escolhi o log.

MensagemEnviado: 20/10/2005 20:11
por Dwer
Não. A LTa encontra-se a +/- 251.6. Parece estar pelos 300 por que a escala do teu gráfico é semi-logarítmica.
Na verdade a cotação enconta-se a +/- 50 USD da LTa.

MensagemEnviado: 20/10/2005 19:56
por Midas
Dwer encontra-se aproximadamente nos 300 dólares e a mm50 dias diária nos 298 por isso a quebra destes valores iria certamente ser acentuada.

MensagemEnviado: 20/10/2005 19:27
por Bullet
Google Seen Posting Strong 3Q Results After Close



By Mark Boslet, Of DOW JONES NEWSWIRES

PALO ALTO, Calif. -(Dow Jones)- Analysts are looking for strong third-quarter earnings from Google Inc. (GOOG) following signs the search advertising market didn't slow as much this summer as some initially feared.

The Mountain View, Calif., Internet company is expected to post pro-forma earnings of $1.36 a share and net revenue of $942.9 million for the September- ending period, according to a Wall Street consensus.

Analysts say the online search provider could top these numbers when it reports after market close Thursday. One piece of evidence they point to is Yahoo Inc.'s (YHOO) third-quarter earnings, which the Internet rival posted Tuesday.

Yahoo said net revenue climbed 42% to $932 million and gross profit rose 41%. "It's clear from Yahoo's numbers search continues to be very strong," says Youssef Squali, an analyst at Jefferies & Co.

Squali estimates that Yahoo's search advertising business increased 7% from the second quarter. Meanwhile, Wall Street projects Google's revenue will rise 6% from second-quarter net revenue of $890 million. In the past Google's advertising business has grown faster than Yahoo's, says Squali. "I don't see any reason why that should not happen again."

Squali is looking for above-consensus earnings of $1.41 a share. He doesn't own any Google stock, and Jefferies doesn't perform banking business for the company.

Another bullish outlook comes from Piper Jaffray analyst Safa Rashtchy. Rashtchy expects Google to post revenue growth from the second quarter of at least 7.5%, according to a research note published Monday.

On a July conference call following the release of second-quarter results, Google executives warned that seasonal summertime vacation schedules could slow the company's growth, especially in Europe.

"We believe the seasonality of Q3 was much less than what the company and most investors were expecting," says Rashtchy, who doesn't own stock in Google, but whose firm has conducting banking business for the company in the past 12 months.

Rashtchy is looking for pro-forma earnings of $1.43 a share, according to the note.

Expectations are high, says Philip Remek, an analyst at Guzman & Co, who doesn't own Google shares or perform banking business for the company. Remek says he is taking a wait-and-see approach to the seasonal concerns.

"I'm very curious to see if that materialized," he says. "I'm a little cautious here."

Remek says he is looking for net revenue of $933 million.

In the third quarter of 2004, Google posted net income $52 million, or 19 cents a share, on revenue of $805.9 million. Net revenue, obtained by subtracting traffic acquisition costs paid to partners who post Google ads, was $503 million.

-By Mark Boslet, Dow Jones Newswires, 650-496-1366; mark.boslet@dowjones.com

(END) Dow Jones Newswires

10-20-050827ET

certo

MensagemEnviado: 20/10/2005 18:26
por vmerck
Mas por vezes torna-se habito dizer-mos algo sem necessitar de fundamentar.
Os resultados da GOOG tal como noutras empresas estão muito esticados quer em perspectivas quer no presente. Assim mesmo com resultados proximos ou acima do esperado o mercado reage mal, sobretudo no after-hours. As perspectivas são rebaixadas e é o fim da macacada.Relembro q a GOOG teve o seu momento ascendente mas muito pouco liquido. Relembro trimestres anteriores, onde se deu forte descida na cotação.
O melhor negocio da GOOG tem sido vender acções proprias e pretende obter $$$$ para alimentar a sua actividade atraves dessas vendas a um preço muitissimo acima do mercado.
vamos ver se a realidade continua a ser essa, mas eu ja la estou, faço o q digo( posso perder 15% ou ganhar 30% no meu entender). quem me segue???.....

MensagemEnviado: 20/10/2005 17:56
por Dwer
Midas,
a que valor se encontra hoje essa linha de tendência?

MensagemEnviado: 20/10/2005 17:47
por Midas
Um fecho abaixo dos 300 dolares iria fazer com que quebrasse a LTa. O gráfico é semanal.

MensagemEnviado: 20/10/2005 17:42
por Ulisses Pereira
Vmerck, é imprescindivel justificares as tuas opiniões no Caldeirão... Já devias conhecer as regras da casa ;)

Um abraço,
Ulisses

shortar GOOG

MensagemEnviado: 20/10/2005 17:29
por vmerck
certinho e direitinho no meu entender.