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B*S
发帖数: 1328 | 3 第一名：英伟达(Nvidia Corp.)，-45.4%
第二名：美国奶品生产商Dean Foods Co.，-44.2%
第三名：美国AK钢铁控股公司(AK Steel Holding Corp.)，-44.2%
第四名：孟山都公司(Monsanto Co.)，-43.5%
第五名：石油和天然气勘探公司Anadarko Petroleum Corp.，-42.2%
第六名：药品开发商King Pharmaceuticals Inc.，-38.1%
第七名：美国铝业公司(Alcoa Inc.)，-37.6%
第八名：欧迪办公(Office Depot Inc.)，-37.4%
第九名：Diamond Offshore Drilling，-36.8%
第十名：波士顿科学公司(Boston Scientific Co.)，-35.6% |
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a******a
发帖数: 231 | 4 Beyond automotive, China will account for much of the 2010 growth in
consumption, with higher sales in the heavy truck and trailer, beverage can
packaging and commercial construction sectors.
In North America, Alcoa sees sales dropping by 23 percent to 27 percent for
commercial building and construction. It expects beverage can sales to be
flat. |
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a********t
发帖数: 4508 | 6 看来大家对蓝筹期望很高啊。明天如果Alcoa销售不好，Dow还不得跌成那个。。。啥样
啊。 |
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r****e
发帖数: 867 | 8 今天买了一些AA, 其他的都太贵了, 还是喜欢便宜货
长远一点看, AA这样的late cycle stock应该会不错, 还有钢铁和石油之类的. 这不是
最近农业相关的都趁机飞了吗, Alcoa也该也不远了 |
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g*****u
发帖数: 14294 | 9 清仓
'Name' 'Class' '% Value' 'Shares'
'HEWITT ASSOCS INC' 'COMMON' [1.6700] [ 7600000]
'NBTY INC' 'COMMON' [1.4600] [ 6100000]
'MARINER ENERGY IN' 'COMMON' [1.0600] [10000000]
'MIRANT CORP NEW C' 'COM NEW' [0.7900] [18203321]
'BURGER KING HLDGS' 'COMMON' [0.5200] [ 5000000]
'GENERAL GROWTH PP' 'COMMON' [0.4500] [ 6561500]
'FAMILY DLR STORES' 'COMMON' [0.3900] [ 2000000]
'STAR... 阅读全帖 |
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w****r
发帖数: 245 | 10 大侠，分类都分好了，求神签
# Basic Materials, Agricultural Chemicals
AGU Agrium Inc.
AVD American Vanguard Corp.
CAGC China Agritech Inc.
CF CF Industries Holdings, Inc.
CGA China Green Agriculture, Inc.
CMP Compass Minerals International
COIN Converted Organics Inc.
IPI Intrepid Potash, Inc.
MON Monsanto Co.
MOS Mosaic Co.
NOEC New Oriental Energy & Chemical
POT Potas... 阅读全帖 |
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B****F
发帖数: 638 | 11 Excluding items Alcoa reported EPS, excluding items, of 28 cents, beating
the consensus expectations of 27 cents. Revenues came in at $5.96 billion,
versus the $6.04 billion expectation. Don’t think the market is going to
like that miss on the top-line. |
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U********n
发帖数: 1010 | 12 是说的Alcoa 么？
我怎么看它一直在交易啊？
什么时候停的啊？
WSJ 说它 Beat ER，是不是现在跌些，马上就要暴涨啊？ |
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s*********8
发帖数: 901 | 13 Of the 11 corporate "up-failers" on our list, none has been accused of
crimes or illegalities, and virtually all of them attribute their
controversial performance as business leaders to factors beyond their
control. Yet critics blame them for problems that deeply damaged the firms
they once ran or helped run. Here are some of the former CEOs and other
corporate honchos who seem to have stumbled upward after being involved in
some of the most notorious corporate episodes of the last decade:
Marti... 阅读全帖 |
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w*****u
发帖数: 4768 | 14 Alcoa Meets Lowered Earnings Forecast |
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d*********2
发帖数: 48111 | 16 看上去， 外患重新大于内忧。
financial sector又开始领跌， commodities还没有跟上， 看看本周alcoa的财报是不
是能有所预示。
如果financial & commodities double confirm.
那可以确定后市index的一个follow up大跌。 补齐financial的跌幅。 |
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l******i
发帖数: 1404 | 17 I expect the company to easily meet greatly reduced expectations for the
period. With aircraft and auto sales as strong as they are, there should be
no issue or surprises with respect to guidance. Alcoa shares are pricing in
economic Armageddon. The numbers should help to dispel negative speculation.
A strong report will send shares up 5% to 10%. |
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f*********9
发帖数: 1986 | 18 看现在News 的基调看样子是在为明天回调作铺垫了，Alcoa, Slovak vote，Senate
blocks action on Obama jobs proposal... |
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g8
发帖数: 3784 | 19 , In Line With Estimates; Revenue Beats Expectations |
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a***s
发帖数: 5417 | 21 aa连续多个季度盈利之后转为巨额亏损，财报出来后yahoo 头条是Alcoa gives
positive aluminum outlook
而且强调revenue beat estimation.
实际情况大家都明白，但是花街这么解释，就是定调，现在股市只能升，
不许跌。谁跟花街作对，谁跟政府作对，谁就赔钱。
飞蛾扑火的事情，千万不要去做啊。 |
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j*********o
发帖数: 47 | 22 一个 alcoa,
一个 cmm
说出来怕被人笑话呀
爹的太产了 |
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B*******n
发帖数: 20645 | 23 Largest NYSE Short Interest Positions as of Feb. 15
Ticker Avg. Daily
Symbol Company Feb. 15 Jan. 31 Volume
=============================================================================
SPY SPDR S&P 500 ETF 313,917,094 289,628,960 146,913,689
NOK NOKIA CORP-ADR 215,707,954 195,140,945 25,880,627
IWM ISHARES-RUS 2000 208,862,217 197,574,989... 阅读全帖 |
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B*******n
发帖数: 20645 | 24 Tomorrow will be a bloody day for my IRA brokerage account.
I have quite a few Alcoa shares. Life is tough! |
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i******r
发帖数: 861 | 25 Let's see it.
----------------------------------------------------------------------------
----------------------------------------------------------------------------
------------
美股至今甜美多头 Q1疲软财报将重击？
信源：《CNBC》｜编辑：2012-03-20｜ 网址：http://www.popyard.org 抄送朋友｜打印保留
【八阕】一个劳动人民群众喜闻乐见的好地方:http://www.popyard.org
【八阕】郑重声明：本则消息未经严格核实，也不代表《八阕》观点。--[服务使用须
知]【八阕】一个劳动人民群众喜闻乐见的好地方:http://www.popyard.org
今年以来，美国股市的美好涨势，前方惊见乌云笼罩─亦即几周后即将登场的财报季。
越来越多迹象显示，结果恐怕会是金融危机以来最糟。
据19日报导，根据标准普尔 (Standard & Poor's) 及... 阅读全帖 |
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i*u
发帖数: 299 | 28 "Buy in April, Sell in May" isn't effective so far this year, stocks
continued to stay under water, where the S&P500 is returning -2.63% since
April started. On the other hand, the bond buyers are enjoying a cheerful
time with the weak economic releases recently, the Treasury yields curve
fell sharply where the 2yr and the 10yr went down 14bps and 37bps
respectively. Aside from the technical, first quarter corporate earnings are
reporting strong numbers as Alcoa, Google, JP Morgan and Wells Farg... 阅读全帖 |
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k********f
发帖数: 6033 | 29 Thomson Reuters I/B/E/S back in October first saw 10.2 percent earnings
growth, then cut that view to 5.5 percent in January, before finally
lowering its expectations all the way down to 3.2 percent just before the
Alcoa release. |
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p********e
发帖数: 1960 | 30 Thanks.
每次都是ALCOA打头炮， 拭目以待看是不是变炮灰 |
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m******l
发帖数: 1690 | 32 also wallstreet should lower estimates to -1000 so everybody can beat so bad
. |
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b***a
发帖数: 9489 | 33 YTD，S&P up 7.54%, AA up 1.27%，你们要怎样阿，LOL
bad |
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m******l
发帖数: 1690 | 34 are they up because US is doing so great? |
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b***a
发帖数: 9489 | 35 美国的大公司都在赚钱，就业率在缓慢下降，房市开始复苏，涨点不是很正常？
AA低迷不是产量下降，而是全球铝价格低迷，利润上不去 |
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a***s
发帖数: 5417 | 36 这个是过分乐观了。
大公司利润增长在过去半年里主要靠减少开支，这种趋势不能持续很久。
而且公司减少开支，就意味着别的行业和个人赚钱机会减少。到所有
公司都减少开支，政府减少开支的时候，经济自然就差了。
就业率下降也是个伪命题。减少的多是不再找工作的。
房市现在还在探底，五月是红火一点，但是六月就凉下来了，7月份冷了。
距离复苏还远着呢。 |
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a********t
发帖数: 4508 | 37 2008年股价、EPS暴跌，咱就不说了。咱从2009年一季度开始说。3年半来，AA的
cumulative EPS还处于水下，大概是-$0.35左右。
再看AA这三年半，好死不死地还在发dividend。每季度都有，合起来大概发了有每股$0
.56。
假设平均outstanding stocks有1B，AAA这三年半总共付出现金加亏损9亿美金。当然了
，EPS和Cash不一样，所以看cumulative。
个人觉得AA如果还想发dividend的话，估计要么得裁裁员，要么得做做账了。今天盘后
的股价反应好像有点慢。 |
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u********e
发帖数: 4950 | 38 太悲观了
看一下balance sheet 你可能会有不同答案, :) |
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a********t
发帖数: 4508 | 41 如果一个公司一直在亏钱而资产在升高说明什么呢？ |
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T*C
发帖数: 5492 | 45 牛市的时候会冲的很快，因为目前undervalue。我觉得等到明年可以冲起来 |
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a********t
发帖数: 4508 | 46 原来Alcoa2009年到去年equities上升是由于发新股和trade自己的stocks啊。 |
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u********e
发帖数: 4950 | 47 AA:
* Tangible Book value per share: $8.317 ( Most Recent Quarter )
* Common equity per share: $13.259 ( Most Recent Quarter)
* EPS excluding extra items: $0.346 ( Trailing Twelve Month)
* EPS estimate for FY 2012: $0.431
* Dividends: $0.12 ( Trailing Twelve Month)
* Dividends estimate FY 2012: $0.128 |
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z*****x
发帖数: 2370 | 50 so far it's tech, esp semi.alcoa too. it's not over yet. |
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