Tuesday, April 5, 2011

Nasdaq 100 rebalancing

Apple is down 1% before market open 4/5/2011 (Tues.), after Nasdaq OMX Group Inc. (NDAQ), the Nasdaq exchange operator, said Tuesday it would rebalance the Nasdaq 100 effective May 2.
The Wall Street Journal reported that the rebalancing was driven partly by the
rise in Apple shares, which have more than quadrupled in two years. The rebalancing will reduce the tech giant's weighting in the index, which is currently more than 20% to 12%.
Other adjustments:
Oracle +3.4
Microsoft +5
Intel +2.4
Google +1.6

Friday, April 1, 2011

Motely fool Travel Zoo comments

Motley Fool, 12 Mar 2011: "Travelzoo: Better than Priceline."

Motley Fool, 18 Mar 2011: "Travelzoo: The Most Perfect Stock."

Motley Fool, 01 Apr 2011: "Travelzoo is a Priceline Wannabee that ain't no Priceline. Sell [TZOO] Stock..."

Travel zoo

Travelzoo sure has come a long, long way; when the company started operations in the bubble years it literally gave away 700,000 shares for nothing as a promotional stunt. Now the stock trades for a lofty 50x Bagga’s new EPS target for 2011.

Thursday, March 31, 2011

Agricultural crops report 2011


The USDA released its planting intentions report this morning, which shows corn acres planted for the 2011/12 crop season expected to be up 4.5% YoY at 92.178 mln acres, slightly above the initial USDA projection of 92 mln. Soybean plantings are expected to be 76.609 mln, down 1 YoY%, vs. 78 consensus. Wheat plantings are expected to be up 8.2% at 58.021 mln acres vs. 55.5 mln consensus.

Thursday, March 3, 2011

Tuesday, March 1, 2011

Apple price projections by the analysis

The following is a list of Analyst Targets for AAPL reported in 2011. The average is $442 ($451 for those released on 1/19 or after). There are many analysts who have not updated since earnings...many more upgrades to come.
Zacks 2/9/2011 $422
Canaccord Genuity 2/8/2011 $460
Susquehanna 2/7/2011 $465
Needham 2/7/2011 $450
Piper Jaffray 1/22/2011 $483
UBS 1/20/2011 $465
Barclays Capital 1/19/2011 $450
Deutsche Bank 1/19/2011 $440
Goldman Sachs 1/19/2011 $450
JP Morgan 1/19/2011 $450
Kaufman Bros 1/19/2011 $438
Oppenheimer 1/19/2011 $425
RBC Capital Mkts 1/19/2011 $425
Stifel Nicolaus 1/19/2011 $420
Ticonderoga 1/19/2011 $550
Wedbush 1/19/2011 $430
JMP Securities 1/10/2011 $400
Brigantine 1/4/2011 $400
Bank of America 1/2/2011 $420
ISI Group 1/2/2011 $400

Monday, February 28, 2011

Macau's updates


Following is a summary of Macau’s December hotel occupancy rates released by the Macau Statistics and Census Service.
================================================================================
                     Dec.     Nov.     Oct.    Sept.     Aug.     July   Year-to
                     2010     2010     2010     2010     2010     2010      Date
================================================================================
Occupancy Rate      87.7%    82.8%    78.4%    74.1%    82.4%    79.9%     79.8%
 Hotel              88.5%    83.5%    79.0%    74.7%    83.0%    80.6%     80.5%
  5-star hotels     86.6%    80.6%    78.7%    75.3%    82.3%    79.8%     79.2%
  4-star hotels     94.4%    91.0%    80.5%    73.2%    85.0%    82.2%     83.8%
  3-star hotels     88.9%    84.1%    80.1%    78.1%    84.5%    81.8%     82.5%
  2-star hotels     83.4%    83.4%    72.2%    63.9%    79.0%    78.5%     76.7%
 Guest Houses       60.2%    58.6%    58.9%    55.0%    59.9%    57.1%     56.6%
                   --------- Percentage Point Change from Year Earlier ---------
Occupancy Rate        5.5      4.5      4.6      2.0      2.2     12.2       n/a
 Hotel                5.4      4.4      4.5      1.7      1.9     12.2       n/a
  5-star hotels       5.4      6.0      4.4      1.6      1.8     10.8       n/a
  4-star hotels       6.1      2.8      4.7     -1.8     -2.0     11.5       n/a
================================================================================
                     Dec.     Nov.     Oct.    Sept.     Aug.     July   Year-to
                     2010     2010     2010     2010     2010     2010      Date
================================================================================
                   --------- Percentage Point Change from Year Earlier ---------
  3-star hotels       2.3     -2.2      1.4      3.0      3.1     10.1       n/a
  2-star hotels      11.7     14.0     13.8     15.6     20.2     38.6       n/a
 Guest Houses         5.9      5.7      6.0      9.0      9.3     11.4       n/a
================================================================================
Note: Prior months’ figures are taken from previous releases and
may be revised.