dj fecha a subir mais de 1% !
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Aqui fica o excelente...

Yahoo Second-Quarter Profit Drops as Spending Rises (Update1)
By Crayton Harrison
July 22 (Bloomberg) -- Yahoo! Inc., the Internet company that added activist investor Carl Icahn to its board yesterday, posted an 18 percent drop in second-quarter profit after spending more on developing new projects.
Net income fell to $131.2 million, or 9 cents a share, the company said today. Excluding fees passed on to partner sites, sales rose 8.2 percent to $1.35 billion, compared with the $1.38 billion average of estimates compiled by Bloomberg.
Development costs advanced 12 percent as Yahoo spent more on improving search-engine technology. While an economic slowdown hurt some customers' advertising budgets, partnerships with clients such as Wal-Mart Stores Inc. helped Yahoo meet its own targets, Chief Financial Officer Blake Jorgensen said.
``It is performing slightly better than the bears suspected,'' LR Burtschy & Co. equity research director Paul Meeks told Bloomberg Radio. Though the performance was mixed, ``the stock might have a little bit of a relief rally.''
Yahoo changed its full-year revenue forecast to $7.35 billion to $7.8 billion from $7.2 billion to $8 billion. The company began forecasting sales under generally accepted accounting principles after the first quarter.
The stock rose 22 cents to $21.62 in extended trading. Yahoo, based in Sunnyvale, California, fell 27 cents to $21.40 by 4 p.m. on the Nasdaq Stock Market. The stock has dropped 18 percent since June 12, when Microsoft said it wouldn't pursue a full takeover of the company.
Stock Performance
Last year, second-quarter profit amounted to $160.6 million, or 11 cents, the company said today in a statement. Excluding costs such as stock-based compensation, last quarter's earnings amounted to 10 cents, trailing the 16-cent average estimate.
Gross revenue climbed 5.9 percent to $1.8 billion. For the third quarter, Yahoo projected gross revenue of $1.78 billion to $1.98 billion, compared with the $1.94 billion estimate of Canaccord Adams Inc. analyst Colin Gillis in New York.
The results may make it harder for Chief Executive Officer Jerry Yang to deliver on his vow to boost sales 72 percent by 2010. Yang has disputed Icahn's assertion that Yahoo needs Microsoft to compete with Google Inc. in Internet searches and online advertising.
Yang, 39, persuaded Icahn to drop his proxy fight at the Aug. 1 shareholder vote in exchange for three seats on an 11- member board. The 72-year-old investor controls almost 70 million Yahoo shares, or about a 5 percent stake. Yahoo said today that it spent about $22 million on evaluating Microsoft's proposals and the proxy contest.
Icahn Versus Yang
Before the agreement, Icahn had sought to replace Yang, saying he didn't have the operational expertise to run the company. The investor helped hasten the departures of executives at companies such as Blockbuster Inc. and Motorola Inc., whose CEOs stepped down after Icahn's lobbying efforts.
With Icahn as a director, Yang may face more internal pressure to reignite the company's growth or sell to Microsoft. Yahoo, which posted eight straight quarters of profit declines before the Microsoft bid, had argued that the Redmond, Washington-based software company's offer didn't reflect its value and growth prospects.
Defending Yahoo's independence, Yang forecast in March that sales would climb to $8.8 billion by 2010 from $5.11 billion last year. Analysts on average project sales of $7.3 billion for that period, according to estimates compiled by Bloomberg.
Offer's History
Microsoft offered $44.6 billion, or $31 a share, for Yahoo six months ago. The software maker sweetened the bid to $33 before walking away from talks as Yang sought more money. Since turning down those offers, Yahoo has spurned multiple proposals from Microsoft to buy its search unit.
Buying Yahoo would help Microsoft shrink the gap with Google in Internet searches and advertising, giving the software maker almost a third of U.S. queries. Last week, the company reported that the loss at its online unit swelled to $1.2 billion in the year ended June 30.
At the same time, Google reported a second-quarter profit that missed analysts' estimates as legal and research costs expanded. Yahoo fields about 20 percent of U.S. searches, one- third as many as Google. Global online ad spending probably will climb to $65.2 billion this year, with more than a third of that coming from searches, according to Framingham, Massachusetts- based researcher IDC.
Sales of banner ads and so-called display promotions on Web pages will rise 12 percent in the U.S. this year, Magna Global said this month. The New York-based researcher lowered its forecast from a 17 percent gain, as soaring fuel and food prices curbed spending. Prices for gas and food helped drive U.S. consumer prices up 5 percent in June, the most since 1991.
To contact the reporter on this story: Crayton Harrison in Dallas at tharrison5@bloomberg.net
boa noite caro Ulisses,sim de facto estou de acordo quando afirma:
"Adam, se os mercados subissem sempre que saem boas notícias e caissem sempre que saem más notícias, era tudo mais simples. Mas os mercados vão muito além das justificações que vemos na Imprensa. Felizmente."
se assim acontecesse isto não tinha piada nenhuma.E conheço a velha maxima: OS MERCADOS TEM SEMPRE RAZÃO
mas não concorda que esta subida de hoje,pode ter acontecido pela divulgação da nova lei da fed que restringe a abertura de curtos sobre as financeiras?
por ex. a Anchovia apresetou resultados de -4$ quando o mercado esperava -.75$ e a empresa sobe 27%.
e a American Express com os seus resultados...
não acha que o mercado esta a ser manipulado,e não se baseia no conceito de oferta e procura?
ou quando temos empresas a subir 70% ou 120% vamos por uma lei que proiba a abertura de longos?
ok..isto vê-se logo que é conversa de quem estava curto, sim,sou sincero,embora tenha perdido muito pouco felismente,acho que se deixasssem o mercado trabalhar livremente era mais sensato.
não sei se fiz passar a minha ideia caro Ulisses por isso desculpe alguma coisa que não esteja bem explicada ok.
abraço
tudo de bom
Adamhedge
"Adam, se os mercados subissem sempre que saem boas notícias e caissem sempre que saem más notícias, era tudo mais simples. Mas os mercados vão muito além das justificações que vemos na Imprensa. Felizmente."
se assim acontecesse isto não tinha piada nenhuma.E conheço a velha maxima: OS MERCADOS TEM SEMPRE RAZÃO
mas não concorda que esta subida de hoje,pode ter acontecido pela divulgação da nova lei da fed que restringe a abertura de curtos sobre as financeiras?
por ex. a Anchovia apresetou resultados de -4$ quando o mercado esperava -.75$ e a empresa sobe 27%.
e a American Express com os seus resultados...
não acha que o mercado esta a ser manipulado,e não se baseia no conceito de oferta e procura?
ou quando temos empresas a subir 70% ou 120% vamos por uma lei que proiba a abertura de longos?
ok..isto vê-se logo que é conversa de quem estava curto, sim,sou sincero,embora tenha perdido muito pouco felismente,acho que se deixasssem o mercado trabalhar livremente era mais sensato.
não sei se fiz passar a minha ideia caro Ulisses por isso desculpe alguma coisa que não esteja bem explicada ok.
abraço
tudo de bom
Adamhedge
Volta teu rosto sempre na direção do sol e então as sombras
ficarão para trás.
Lembra-te : se não tivesses lido e ouvido falar em aumento de capital tinhas entrado no bes... portanto...
ficarão para trás.
Lembra-te : se não tivesses lido e ouvido falar em aumento de capital tinhas entrado no bes... portanto...
Ulisses Pereira Escreveu:Pq o espanto? Excelentes resultados das empresas
TP1,os resultados ontem divulgados depois do fecho foram, em geral, decepcionantes. E vieram de empresas importantes. Daí a relativa surpresa da forte inversão de hoje.
Um abraço,
Ulisses
Eu continuo a bater na tecla de que os resultados das financeiras pesam mais nesta altura do campeonato. Pelo menos são elas que estão sob os olhares de toda a gente para percepção da dimensão da crise. As financeiras apresentam resultados acima das expectativas, o mercado sobe. Gigantes como a Google, Microsoft ou Apple apresentam maus resultados ou cortam estimativas e quase não tem impacto. Vamos ver no que isto dá...
Abraços e bons negócios
Ulisses Pereira Escreveu:Pq o espanto? Excelentes resultados das empresas
TP1,os resultados ontem divulgados depois do fecho foram, em geral, decepcionantes. E vieram de empresas importantes. Daí a relativa surpresa da forte inversão de hoje.
Um abraço,
Ulisses
Os resultados da Apple foram muito bons, acima das expectativas. Apenas apresentaram um outlook mais conservador, aliás como é costume. Acredito que o mercado exagerou no after hours.
Um abraço!
Crise, é essencial que justifiques as tuas opiniões.
Adam, se os mercados subissem sempre que saem boas notícias e caissem sempre que saem más notícias, era tudo mais simples. Mas os mercados vão muito além das justificações que vemos na Imprensa. Felizmente.
Além disso, se por haver problemas na Economia, os mercados nunca subissem, seria também bastante fácil negociar.
Um abraço,
Ulisses
Adam, se os mercados subissem sempre que saem boas notícias e caissem sempre que saem más notícias, era tudo mais simples. Mas os mercados vão muito além das justificações que vemos na Imprensa. Felizmente.
Além disso, se por haver problemas na Economia, os mercados nunca subissem, seria também bastante fácil negociar.

Um abraço,
Ulisses
Quando o Wachovia apresenta péssimos resultados e mesmo assim sobe 27%, o que se pode dizer... venham os maus resultados que tudo sobe...
A WAMU apresentou um prejuizo no Q2 quase 3x superior ao Q1, mas amanhã como prémio é vê-lo subir.
Estes americanos são muita malucos....
Noticia da WAMU: no site corporativo
WaMu Reports Significant Build-Up of Reserves Contributing to Second Quarter Net Loss of $3.3 Billion
Company Increases Capital Levels Company Expects to Reduce Expenses by $1 billion
Company Release - 07/22/2008 16:11
SEATTLE--(BUSINESS WIRE)--
WaMu (NYSE:WM) today announced a second quarter 2008 net loss of $3.33 billion as it significantly increased its loan loss reserves by $3.74 billion to $8.46 billion. The quarter's loss compares with the first quarter net loss of $1.14 billion and net income of $830 million during the second quarter of 2007. The quarter's financial results reflect an elevated level of provisioning due in large part to changes in the company's provisioning assumptions in response to continued declines in housing prices nationwide. These changes had the effect of accelerating provisions into the quarter. The quarter's provision was $5.9 billion compared with $2.2 billion of net charge-offs. The company now expects the remaining cumulative losses in its residential mortgage portfolios to be toward the upper end of the range it disclosed in April, and continues to expect 2008 to be the peak year for provisioning.
The company's tangible equity to total tangible assets capital ratio increased during the second quarter to 7.79 percent from 6.40 percent in the first quarter, resulting in approximately $7 billion of capital in excess of its targeted 5.50 percent level. The increase reflects the effects of the $7.2 billion capital raise, the reduction of the company's balance sheet by $10 billion and the loss for the quarter. The company also maintained strong levels of liquidity during the quarter, with over $40 billion of readily available liquidity at quarter end.
"In the face of unprecedented housing and mortgage market conditions, we are continuing to execute on a comprehensive plan designed to ensure that we have strong capital and liquidity, an appropriately-sized expense base and a strong, profitable retail franchise," said WaMu Chief Executive Officer Kerry Killinger. "Our recent $7.2 billion capital raise, combined with the other proactive steps we have taken this quarter to strengthen our banking franchise and further expense reductions, continue to move us toward achieving these goals."
Killinger also said that the company now expects to realize annualized cost savings of approximately $1 billion which will contribute to improved pretax, pre-provision earnings. "We remain confident that we have sufficient capital to successfully manage our way through this challenging period," Killinger added.
The company reported a second quarter diluted loss per share of $6.58, which included a previously disclosed one-time earnings per share reduction in the amount of $3.24 related to the company's capital issuance in April. Excluding this one-time reduction, the company's second quarter loss per common share was $3.34. This non-cash reduction in earnings per share, which resulted in a reclassification within stockholders' equity, had no effect on the company's capital ratios or the net loss recorded in the second quarter.
A WAMU apresentou um prejuizo no Q2 quase 3x superior ao Q1, mas amanhã como prémio é vê-lo subir.
Estes americanos são muita malucos....

Noticia da WAMU: no site corporativo
WaMu Reports Significant Build-Up of Reserves Contributing to Second Quarter Net Loss of $3.3 Billion
Company Increases Capital Levels Company Expects to Reduce Expenses by $1 billion
Company Release - 07/22/2008 16:11
SEATTLE--(BUSINESS WIRE)--
WaMu (NYSE:WM) today announced a second quarter 2008 net loss of $3.33 billion as it significantly increased its loan loss reserves by $3.74 billion to $8.46 billion. The quarter's loss compares with the first quarter net loss of $1.14 billion and net income of $830 million during the second quarter of 2007. The quarter's financial results reflect an elevated level of provisioning due in large part to changes in the company's provisioning assumptions in response to continued declines in housing prices nationwide. These changes had the effect of accelerating provisions into the quarter. The quarter's provision was $5.9 billion compared with $2.2 billion of net charge-offs. The company now expects the remaining cumulative losses in its residential mortgage portfolios to be toward the upper end of the range it disclosed in April, and continues to expect 2008 to be the peak year for provisioning.
The company's tangible equity to total tangible assets capital ratio increased during the second quarter to 7.79 percent from 6.40 percent in the first quarter, resulting in approximately $7 billion of capital in excess of its targeted 5.50 percent level. The increase reflects the effects of the $7.2 billion capital raise, the reduction of the company's balance sheet by $10 billion and the loss for the quarter. The company also maintained strong levels of liquidity during the quarter, with over $40 billion of readily available liquidity at quarter end.
"In the face of unprecedented housing and mortgage market conditions, we are continuing to execute on a comprehensive plan designed to ensure that we have strong capital and liquidity, an appropriately-sized expense base and a strong, profitable retail franchise," said WaMu Chief Executive Officer Kerry Killinger. "Our recent $7.2 billion capital raise, combined with the other proactive steps we have taken this quarter to strengthen our banking franchise and further expense reductions, continue to move us toward achieving these goals."
Killinger also said that the company now expects to realize annualized cost savings of approximately $1 billion which will contribute to improved pretax, pre-provision earnings. "We remain confident that we have sufficient capital to successfully manage our way through this challenging period," Killinger added.
The company reported a second quarter diluted loss per share of $6.58, which included a previously disclosed one-time earnings per share reduction in the amount of $3.24 related to the company's capital issuance in April. Excluding this one-time reduction, the company's second quarter loss per common share was $3.34. This non-cash reduction in earnings per share, which resulted in a reclassification within stockholders' equity, had no effect on the company's capital ratios or the net loss recorded in the second quarter.
TP1 Escreveu:Na minha opinião incorporou-se um cenário que não existe. Tavez esteja a nascer um novo Bull market. Já vem tarde...![]()
Desejo que o Psi20 tb volte ao Bull, sem atrasos...
Hoje, quem vendeu as suas posições, verá amanhã o que poderiam ganhar, caso mantivessem as suas posições.
Devagar, mas cada vez mais depressa, as acções irão a curtissimo prazo valorizar 20%.
Bons negócios para amanhã.
Ontem entrei na Semapa a 7,80 ( 20.000 acções). Aguardo uma valorização de curtissimo prazo de 15%
- Mensagens: 27
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- Localização: 8
ola boa noite.
é verdade caro Patacas.e com os resultados que sairam subiu assim até parece que o suprime já acabou,e os problemas estão resolvidos.
estava curto e fechei a posição a perder pouco,mas sinceramente da-me vontade de rir,e perguntar como realmente as massas são manipuladas,e são levadas a actuar assim...
só mesmo nos E.U.A.
abraço
Adamhedge
é verdade caro Patacas.e com os resultados que sairam subiu assim até parece que o suprime já acabou,e os problemas estão resolvidos.
estava curto e fechei a posição a perder pouco,mas sinceramente da-me vontade de rir,e perguntar como realmente as massas são manipuladas,e são levadas a actuar assim...
só mesmo nos E.U.A.
abraço
Adamhedge
Volta teu rosto sempre na direção do sol e então as sombras
ficarão para trás.
Lembra-te : se não tivesses lido e ouvido falar em aumento de capital tinhas entrado no bes... portanto...
ficarão para trás.
Lembra-te : se não tivesses lido e ouvido falar em aumento de capital tinhas entrado no bes... portanto...
dj fecha a subir mais de 1% !
Só mesmo nos States ... espantoso. deixo só este caso:
FREDDIE MAC(NYSE: FRE)
Last Trade: 9.95
Trade Time: 4:00PM ET
Change: 1.20 (13.71%)
Prev Close: 8.75
Open: 8.18
Bid: 10.10 x 200
Ask: 10.12 x 200
1y Target Est: 20.51
FREDDIE MAC(NYSE: FRE)
Last Trade: 9.95
Trade Time: 4:00PM ET
Change: 1.20 (13.71%)
Prev Close: 8.75
Open: 8.18
Bid: 10.10 x 200
Ask: 10.12 x 200
1y Target Est: 20.51
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- Registado: 3/4/2008 11:50
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