Saturday, September 23, 2006
Singapore Crest White
The FTSE closed at 12,389.5 points, thanks to the strength of the electrical. It is rumored that one could offer up to 35 euros for Endesa. I personally like a bit silly. Another
stupidity is seeing Metrovacesa to 96 euros, but there is a simple explanation. The two takeover bids covered the 46% of the company, a percentage similar to float the company. What happened? Well, everyone has sold and is no role in the market. Someone has decided to buy up the value to 18 euros in 2 days.
My recommendation is to sell if someone is being Metrovacesa shares. Recommendations
purchase: REPSOL, and that eventually the price of oil is rising.
the moment I stop doing stock analysis until something interesting happens.
In general I think the bag is very high and that to enter you must be very selective. At the end of the year, we can see even IBEX at higher levels than today's, but the risk involved makes it not worthwhile.
We are close to 12,800 who are the highs of the last 6 years. And while it is true that the situation is not the same (6 years ago the PER was 23 years and is now 13 years) the vertical rise of the last 3 years suggests that equities have to take a breath.
Sunday, September 17, 2006
Ray J Sings To Cocktail
Saturday, September 16, 2006
Uterus Cancer Pathophysiology
Stock Market Analysis Stock Market Analysis week
Today we
brief. Today we
El Ibex 35 closed the week at 12,278.4 points almost 200 points higher than last week.
Recommendations: Go to the OPA Metrovacesa who holds shares and has not, no longer buy because they are very expensive.
Short term: No recommendation.
medium term: Buy REPSOL, if oil prices rise, REPSOL rise.
Long term: We like telephone and in 2009 allocated a 1 per share dividend. We also like Ferrovial. Sell \u200b\u200b
: Iberia (after the recent rise), BBVA (at 18 euros), ENDESA (overrated), Altadis (after the recent rally and the possibility of a new tax increase, although long-term may benefit in the short term can be trimmed). In general sell everything that the bag is very high and expected to buy the 12,000 part and more on 11,600.
Sunday, September 10, 2006
Can You Use Lighter Fluid In A Zippo?
week 09/16/2006 09.10 / 2006
The Ibex 35 closed at 12,081.7 points, a drop of more than 100 points over the previous week. It seems that to the psychological level of 12,000 has endured this week. If it breaks, we go down to 11,800 which would be a good area to buy.
The CNMV has rejected Sacresa's bid for Metrovacesa to 90 euros a share. Sacresa now has until 13 to decide whether to withdraw its offer of 78.1 euros a share or service. Rivero has another offer to 80 euros per share can not be removed. The term the takeover ended the day 20. The recommendation is to buy to go to the OPA.
More recommendations:
Tefon buy about 12.80 - 13 euros. REPSOL
buy about 21.80 - 22 euros. ALTADIS
buy about 36 - 36.50 euros. FERROVIAL
buy about 58 to 59 euros. Avoid
Endesa (we traded very high) and real estate in general (except Metrovacesa on the issue of the OPA).
The oil has fallen sharply this week, as an interesting option would be to buy shares of oil companies hoping for a rebound in oil prices. Surely sooner or later end up the oil at levels of 75 euros a barrel.
The Ibex 35 closed at 12,081.7 points, a drop of more than 100 points over the previous week. It seems that to the psychological level of 12,000 has endured this week. If it breaks, we go down to 11,800 which would be a good area to buy.
The CNMV has rejected Sacresa's bid for Metrovacesa to 90 euros a share. Sacresa now has until 13 to decide whether to withdraw its offer of 78.1 euros a share or service. Rivero has another offer to 80 euros per share can not be removed. The term the takeover ended the day 20. The recommendation is to buy to go to the OPA.
More recommendations:
Tefon buy about 12.80 - 13 euros. REPSOL
buy about 21.80 - 22 euros. ALTADIS
buy about 36 - 36.50 euros. FERROVIAL
buy about 58 to 59 euros. Avoid
Endesa (we traded very high) and real estate in general (except Metrovacesa on the issue of the OPA).
The oil has fallen sharply this week, as an interesting option would be to buy shares of oil companies hoping for a rebound in oil prices. Surely sooner or later end up the oil at levels of 75 euros a barrel.
Friday, September 1, 2006
Rustic Decorpost A Comment
Stock Market Analysis week 01/09/2006 08/26/2006
I will be brief. The IBEX 35 closed the week at 12,193 points, nearly 130 points higher than last week. You can keep climbing, but I think the party is over and it's time to leave for home. If you are someone you need to invest, my recommendations are:
Altadis, shop at 36-36.5 and that the rise in tax on snuff, may penalize the short term but long term, competition from discount brands removed.
Repsol, purchasing 22.5. A possible increase in oil prices may lead to the value to 24 euros. In the short run may have more problems with Bolivia.
Iberia, buy at 1.95. We believe that early recovery levels above 2 euros.
BME has been hard hit since it went public and seems to have stopped falling. Buy in 27.5
Metrovacesa, purchase approximately 50-100 stocks to attend the bid (there is one to 80 euros for 26% of the capital and another 78 euros for 20% of the capital, has requested the extension to CNVM 90 euros for 26% of capital).
Note: I write this because I know no one reads it. If by chance you read, you have to be clear that if you invest is your responsibility. I do not charge for this, nor guarantee any profit. This I do for fun. If you read the previous post, you will see that sometimes rightly and sometimes rightly so.
I will be brief. The IBEX 35 closed the week at 12,193 points, nearly 130 points higher than last week. You can keep climbing, but I think the party is over and it's time to leave for home. If you are someone you need to invest, my recommendations are:
Altadis, shop at 36-36.5 and that the rise in tax on snuff, may penalize the short term but long term, competition from discount brands removed.
Repsol, purchasing 22.5. A possible increase in oil prices may lead to the value to 24 euros. In the short run may have more problems with Bolivia.
Iberia, buy at 1.95. We believe that early recovery levels above 2 euros.
BME has been hard hit since it went public and seems to have stopped falling. Buy in 27.5
Metrovacesa, purchase approximately 50-100 stocks to attend the bid (there is one to 80 euros for 26% of the capital and another 78 euros for 20% of the capital, has requested the extension to CNVM 90 euros for 26% of capital).
Note: I write this because I know no one reads it. If by chance you read, you have to be clear that if you invest is your responsibility. I do not charge for this, nor guarantee any profit. This I do for fun. If you read the previous post, you will see that sometimes rightly and sometimes rightly so.
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