сегодня прочитал супер смешную статью, как аналист Чейза проапрейдила 3М за несколько часов до его глубокого падения. Ведь 2 года!!! держала нейтральный аутлук.
Кстати, по каким индикаторам, вы судите о рынке? Рыночные индексы?
3M или можно ли верить прогнозам аналистов?
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Лучано
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kron
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Лучано wrote:сегодня прочитал супер смешную статью, как аналист Чейза проапрейдила 3М за несколько часов до его глубокого падения. Ведь 2 года!!! держала нейтральный аутлук.
А чего смешного? Ну подумаешь, узнала что будет плохой репорт и проапгрейдила что бы кому надо смогли продать. Грустная это статья, а не смешная.
Мы бьемся насмерть во вторник за среду, но не понимаем уже четверга...
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вчера несколько часов анализировал графики МММ, никак не выходило, что сток должен пойти вниз (на основе предыдущих дней), НИКАКИХ сигналов, поэтому мысль о ранних продажах исключена, рынок в этом случае был очень efficient. О проблемах знал только менеджмент. Более того 50 days MA только перешел 200 days MA и было ринулся наверх, но тут такая новость.
(BN) JPMorgan Analyst Tusa Picks Bad Time to Upgrade 3M (Update2
Plain Text Attachment [ Scan and Save to Computer | Save to Yahoo! Briefcase ]
JPMorgan Analyst Tusa Picks Bad Time to Upgrade 3M (Update2)
2006-07-07 16:15 (New York)
(Updates share prices in third and 11th paragraphs.)
By Allen Wan
July 7 (Bloomberg) -- Talk about lousy timing.
Stephen Tusa, an analyst at JPMorgan, upgraded 3M Co. to
``overweight'' today, saying the maker of everything from screen
coatings to Post-it Notes, is a safe investment during an
economic slowdown.
Unfortunately for Tusa, the upgrade came hours before the
company said it will miss its forecasts for second-quarter
earnings. The news drove the shares down as much as 9.3 percent,
the biggest decline in more than eight years.
3M's broad product line ``insulates the company from risk
of a potential domestic downturn,'' making the stock far less
cyclical than other companies, Tusa said in a research note that
marked his first rating change for the company in two years.
Calls to Tusa were not returned.
3M, based in St. Paul, Minnesota, blamed the earnings
shortfall on higher-than-expected costs for optical film
production and slack demand from flat-panel TV makers.
Manufacturers are trimming production after overestimating
demand for such televisions. That's limiting sales of the film
3M makes to enhance the brightness of TV screens.
3M's second-quarter profit totaled $1.14 to $1.17 a share
because of a gain. Without the one-time items, profit fell short
of estimates and revenue was ``near the low end'' of
projections, the company said.
``It just speaks to the fact that analysts are limited in
that companies have a much better forward look at the business
than analysts ever will,`` said Liam Dalton, who oversees about
$1.1 billion as chief executive officer at Axiom Capital in New
York and owns no 3M shares. ``The company has a much better look
at conditions.''
Tusa had a ``neutral'' rating on 3M since at least June
2004.
Shares of 3M slid $7.29, or 9 percent, to $74.10 as of 4
p.m. in New York Stock Exchange composite trading.
3M's losses dragged U.S. stocks lower and stoked concern
about earnings before companies start reporting second-quarter
results next week. The stock has fallen 4.4 percent this year.
--With reporting by Nick Baker in New York and Carol Wolf in
Cleveland. Editor: Mirabella (tap).
Story illustration: For a graph of 3M's recent stock price,
type {MMM US <Equity> GP D <GO>}.
To contact the reporter on this story:
Allen Wan in New York at (1) (212) 617-8755 or
awan3@bloomberg.net.
To contact the editor responsible for this story:
David Wilson at (1) (212) 617-2248 or dwilson@bloomberg.net.
[TAGINFO]
MMM US <Equity> CN
NI ELQ
NI ELE
NI HOU
NI MN
NI US
NI COS
NI SOF
NI MNA
NI CALLOFDAY
NI ANA
NI ANACHANGE
NI ANABUY
#<260785.940978.2006-06-01T07:20:00.25>#
-0- Jul/07/2006 20:15 GMT
(BN) JPMorgan Analyst Tusa Picks Bad Time to Upgrade 3M (Update2
Plain Text Attachment [ Scan and Save to Computer | Save to Yahoo! Briefcase ]
JPMorgan Analyst Tusa Picks Bad Time to Upgrade 3M (Update2)
2006-07-07 16:15 (New York)
(Updates share prices in third and 11th paragraphs.)
By Allen Wan
July 7 (Bloomberg) -- Talk about lousy timing.
Stephen Tusa, an analyst at JPMorgan, upgraded 3M Co. to
``overweight'' today, saying the maker of everything from screen
coatings to Post-it Notes, is a safe investment during an
economic slowdown.
Unfortunately for Tusa, the upgrade came hours before the
company said it will miss its forecasts for second-quarter
earnings. The news drove the shares down as much as 9.3 percent,
the biggest decline in more than eight years.
3M's broad product line ``insulates the company from risk
of a potential domestic downturn,'' making the stock far less
cyclical than other companies, Tusa said in a research note that
marked his first rating change for the company in two years.
Calls to Tusa were not returned.
3M, based in St. Paul, Minnesota, blamed the earnings
shortfall on higher-than-expected costs for optical film
production and slack demand from flat-panel TV makers.
Manufacturers are trimming production after overestimating
demand for such televisions. That's limiting sales of the film
3M makes to enhance the brightness of TV screens.
3M's second-quarter profit totaled $1.14 to $1.17 a share
because of a gain. Without the one-time items, profit fell short
of estimates and revenue was ``near the low end'' of
projections, the company said.
``It just speaks to the fact that analysts are limited in
that companies have a much better forward look at the business
than analysts ever will,`` said Liam Dalton, who oversees about
$1.1 billion as chief executive officer at Axiom Capital in New
York and owns no 3M shares. ``The company has a much better look
at conditions.''
Tusa had a ``neutral'' rating on 3M since at least June
2004.
Shares of 3M slid $7.29, or 9 percent, to $74.10 as of 4
p.m. in New York Stock Exchange composite trading.
3M's losses dragged U.S. stocks lower and stoked concern
about earnings before companies start reporting second-quarter
results next week. The stock has fallen 4.4 percent this year.
--With reporting by Nick Baker in New York and Carol Wolf in
Cleveland. Editor: Mirabella (tap).
Story illustration: For a graph of 3M's recent stock price,
type {MMM US <Equity> GP D <GO>}.
To contact the reporter on this story:
Allen Wan in New York at (1) (212) 617-8755 or
awan3@bloomberg.net.
To contact the editor responsible for this story:
David Wilson at (1) (212) 617-2248 or dwilson@bloomberg.net.
[TAGINFO]
MMM US <Equity> CN
NI ELQ
NI ELE
NI HOU
NI MN
NI US
NI COS
NI SOF
NI MNA
NI CALLOFDAY
NI ANA
NI ANACHANGE
NI ANABUY
#<260785.940978.2006-06-01T07:20:00.25>#
-0- Jul/07/2006 20:15 GMT
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GoodBuyAmerica
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Анализ чартов МММ за 10 минут:
monthly chart: stock is in potential trouble since 2004 since it cannot clear resistance around $86. MACD is trending down since mid 2004.
weekly chart: stock is in a symmetric wedge since mid 2003. Unsuccessful break out attempt in April - May 2006 spells trouble in a long run. MACD and CMF are trending up since mid 2005.
daily chart: absolutely trendless. Support is evident around $69-70. MACD is trending down since May 2006.
My recommendation: stay out of it until it reaches support or resistance, probably on a weekly chart. This would be a good stock to trade in a yearly time frame. On a fundamental note, I would agree with the analyst: 3M is selling consumer staples, which are supposed to outperfom other sectors in late expansion/early contraction phase of the 4-10 year economic cycle. Thus, if you are happy with 3M's long-term investment timeframe, it would be a good buy around $71 (support). I would put a stop/loss at $69.50 and a target of $80 in 6 -12 months. 10% drop in one day is a part of the circle of life, seems to be nothing dramatic.
However, what do I know?
PS. Тока собрался запостить чарты, а тут облом - лимит исчерпан. Я попрошу Бориса увеличить мне лимит. Если кто сможет объяснить тупому химику как использовать внешние ресурсы для аттачментов - буду благодарен.
monthly chart: stock is in potential trouble since 2004 since it cannot clear resistance around $86. MACD is trending down since mid 2004.
weekly chart: stock is in a symmetric wedge since mid 2003. Unsuccessful break out attempt in April - May 2006 spells trouble in a long run. MACD and CMF are trending up since mid 2005.
daily chart: absolutely trendless. Support is evident around $69-70. MACD is trending down since May 2006.
My recommendation: stay out of it until it reaches support or resistance, probably on a weekly chart. This would be a good stock to trade in a yearly time frame. On a fundamental note, I would agree with the analyst: 3M is selling consumer staples, which are supposed to outperfom other sectors in late expansion/early contraction phase of the 4-10 year economic cycle. Thus, if you are happy with 3M's long-term investment timeframe, it would be a good buy around $71 (support). I would put a stop/loss at $69.50 and a target of $80 in 6 -12 months. 10% drop in one day is a part of the circle of life, seems to be nothing dramatic.
However, what do I know?
PS. Тока собрался запостить чарты, а тут облом - лимит исчерпан. Я попрошу Бориса увеличить мне лимит. Если кто сможет объяснить тупому химику как использовать внешние ресурсы для аттачментов - буду благодарен.
"...обращаться на Вы с большой буквы - это ж каким интеллигентом нужно быть потомственным, злокозненным!" из анонимных постов в ЖЖ
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картинки надо так размещать, если они не на общем ресурсе, идем на http://imageshack.us/ загружаем файл, далее берем готовую ссылку и дело техники.
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GoodBuyAmerica
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GoodBuyAmerica
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GoodBuyAmerica
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GoodBuyAmerica
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GoodBuyAmerica
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