Gewinnerbranchen der Jahre 2006 bis 2040 (Seite 5128)

[Pontiuspilatus]

Antwort auf Beitrag Nr.: 39.095.750 von clearasil am 09.03.10 17:41:56

danke übrigens für die neue inernetseite. kiplinger kannte ich bisher nicht

[Tamakoschy]

Doch kein Handy

DJ Cisco stellt Router für Hochgeschwindigkeits-Internet vor


18:38

NEW YORK (Dow Jones)--Der US-Netzausrüster Cisco Systems hat seinen
neuen Router für das Hochgeschwindigkeits-Internet vorgestellt. Der CRS-3
ermögliche eine deutlich schnellere Internetverbindung als bislang und
werde das Internet für immer verwandeln, teilte die Cisco Systems Inc bei
der Vorstellung des neuen Produkts am Dienstag mit. Der Router erlaube
Datenverkehr mit einer Geschwindigkeit von 100 Gigabit pro Sekunde. Dies reiche
aus, um sämtliche in der US-Kongressbibliothek archivierten Werke
innerhalb von etwas mehr als einer Sekunde herunterzuladen.

Der normale Internetnutzer wird solch hohe Geschwindigkeiten jedoch nicht
nutzen können, da die Kapazität des Routers zwischen vielen Nutzern
verteilt werden muss. Laut Cisco kann mit dem CRS-3 jedoch fast jedes Haus in
San Francisco mit 1 Gigabit je Sekunde an das Internet angebunden werden. Zum
Vergleich: Die Deutsche Telekom bietet bei ihrem Hochgeschwindigkeits-Internet
VDSL Geschwindigkeiten von bis zu 50 Megabit je Sekunde an.

Cisco hat nach einigen Angaben 1,6 Mrd USD in die CRS-Routerfamilie
investiert. Der CRS-3 werde in den USA ab 90.000 USD kosten.

Der US-Telekommunikationskonzern AT&T hat das neue Cisco-Produkt bereits
erfolgreich getestet. AT&T werde das 100-Gigabit Backbone-Internet-Netz nutzen,
um den wachsenden Datenmengen im Internet Herr zu werden.

In Erwartung der neuen Technologie waren die Cisco-Aktien in den vergangenen
zwei Wochen um 9 gestiegen und hatten am Montag ein 52-Wochen-Hoch erreicht.
Gegen 18.15 Uhr MEZ notierte die Cisco-Aktie jedoch 0,6 schwächer bei
25,98 USD.

Webseite: www.cisco.com

- Von Roger Cheng, Dow Jones Newswires,
[phone], [e-mail]

DJG/DJN/has/kla


(END) Dow Jones Newswires

March 09, 2010 12:38 ET (17:38 GMT)

Copyright (c) 2010 Dow Jones & Company, Inc.

030910 17:38 -- GMT
© DJV

[Pontiuspilatus]

Antwort auf Beitrag Nr.: 39.095.750 von clearasil am 09.03.10 17:41:56

das sollten wir hier komplett posten

7 Stocks for the Next 7 Years

Market guru Jeremy Grantham expects shares from high-quality companies to be top performers.
By Elizabeth Ody, Associate Editor, Kiplinger's Personal Finance
March 8, 2010



Among those few market gurus who saw the credit crisis coming, Jeremy Grantham holds a special place. For years leading up to the crisis, Grantham, who is chief investment strategist of Grantham, Mayo, Van Otterloo & Co., was routinely dismissed as a “permabear.” He had repeatedly warned investors that stocks were dangerously overpriced and that markets would inevitably correct.

Anyone can vet Grantham’s record as a seer at GMO’s Web site, thanks to the quarterly return forecasts GMO publishes. (They will show he’s not just a bear -- he published a piece that was pound-the-table bullish the day after markets bottomed in March 2009.) For example, scroll back to mid 2000, when tech stocks were still frothy and some gurus were calling for the Dow Jones industrial average to hit 36,000. You’ll see that GMO was chillingly on-target, predicting a 2% annualized loss (after inflation) for large-capitalization U.S. stocks for the next ten years. Although it hasn’t been a full ten years since the July 2000 forecast, Standard & Poor’s 500-stock index is down 1.3% annualized since then, before accounting for inflation.
Related Links
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If you find Grantham’s record convincing, you can take comfort that he sees modest positive returns for all the major asset classes over the next seven years. (This forecast excludes Treasuries, which is no big surprise.) However, in contrast to many market gurus, Grantham expects certain U.S. stocks to beat foreign stocks, including emerging-markets stocks. Specifically, he thinks high-quality U.S. stocks -- which he defines as those with high returns on equity, low earnings volatility and low leverage -- will be the best-performing asset class over the next seven years. He believes they will return 7.1% after inflation and beat all other stock classes by about two percentage points per year, on average.

Grantham won’t discuss how GMO comes up with these forecasts, but it’s safe to say that valuation of these companies relative to other assets plays a prominent role.

GMO manages a mutual fund that targets the U.S. high-quality asset class, but you need to invest at least $10 million to get in. The rest of us can use GMO’s Web site, which publishes the strategy’s top 15 holdings every month, as a cheat sheet (it's free, but you have to register to view it).

Considering the strategy’s focus on return on equity, it’s no surprise that two of the world’s largest software companies make the cut. Software profit margins are famously generous, as it costs next-to-nothing to license programs to new customers. Both Microsoft (symbol MSFT) and Oracle (ORCL), the strategy’s top holdings as of January 31, boasted gross profit margins of more than 80% in their most recent quarters (gross profits measure sales minus cost of goods sold but don’t account for overhead or research-and-development costs). Both companies are among the most profitable software firms in existence, as measured by return on equity. Oracle recently generated a 23% return and Microsoft a 41% return.

Considering Microsoft’s many missteps in recent years, including its awkward public courtship of Yahoo and its blunder with the Vista operating system, the company may seem like a dicey long-term bet. But Brian Frank, manager of the Frank Value fund, points out the company has a proven track record of protecting its market share. Consider the market for netbooks -- cheap, lightweight, pint-size versions of ordinary laptops. Ten years ago, when this market was just developing, “Microsoft had zero market share because all the netbooks were running on Unix and Linux operating systems. Now it has an 80% market share,” says Frank. “Everyone’s always worried about some new technology” eroding Microsoft’s market share, “but its position is impenetrable.”

At a price of $28.59, Microsoft trades for 14 times estimated calendar 2010 earnings of $2.03 per share, or at a small discount to the S&P 500’s price-earnings ratio of 15. At $24.95, Oracle trades for 15 times estimated earnings of $1.71 per share for the 12 months that end this November (all prices and related ratios are through the market’s close on March 5).

Many of Grantham’s “high quality” picks are synonymous with “dull.” There’s nothing exciting about the shampoos, deodorants, toothpastes, laundry detergents and other consumer staples that form the core business of Procter & Gamble (PG). And few firms are more lacking in sex appeal than Johnson & Johnson (JNJ), with its skin-care products, mouthwashes, prescription drugs, and lengthy lineup of medical devices and supplies.

But the companies and their stocks have been paragons of steady growth. Over the past ten years, as the S&P 500 has lost 1% annualized, Procter & Gamble has returned 5.5% annualized and Johnson & Johnson has returned 7.6% annualized. Johnson & Johnson is also one of only four U.S. industrial companies with a triple-A credit rating (Procter & Gamble holds a double-A rating), and it has raised its dividend for 47 consecutive years. Procter & Gamble has upped its payout in each of the past 53 years. At $64.04, Johnson & Johnson trades for a mere 13 times estimated 2010 profits per share of $4.92 and yields 3.1%. Procter & Gamble, at $63.69, yields 2.8% and trades for 15 times estimated earnings per share of $4.14 for the fiscal year ending in June.

Both firms are members of S&P’s index of dividend aristocrats, which tracks firms that have upped payouts for at least 25 years straight. The overlap between the GMO strategy and the dividend aristocrats list continues with The Coca-Cola Company (KO), which recently hiked its quarterly dividend from $0.41 to $0.44 per share.

Shares of the beverage giant have stumbled recently on the news that the firm will be acquiring the North American operations of its largest bottler, Coca-Cola Enterprises. In return, The Coca-Cola Company will be assuming $9.3 billion of the bottler’s debt and pension liabilities. At $54.70, the stock has shed about 4% since the deal was announced, which might be because the move represents a reversal by chief executive Muhtar Kent, who pooh-poohed a similar move made by PepsiCo in 2009.

But the acquisition will give Coke more flexibility and control over its distribution system. That will allow it to better cater to consumers’ shifting tastes. Kent thinks Coke will be able to squeeze an earnings boost out of the acquisition as soon as 2012. The stock yields 3.2% and trades for 16 times estimated 2010 earnings per share of $3.42.

Groan over its big-box eyesores all you like, you still can’t help but adore Wal-Mart (WMT) as an investment. Thanks to its scale, Wal-Mart can squeeze suppliers to keep prices at rock bottom. That power helped the firm as consumers traded down during the recession, and it will likely continue to help it as long as the economy remains sluggish. Profits have grown at a 9% clip over the past five years, and analysts expect them to continue expanding at an 11% pace over the next five. At $54.14, the stock trades for 14 times estimated profits per share of $3.98 for the fiscal year ending January 2011 -- a discount to the stock’s historical price-earnings ratio of 16.

Compared with stalwarts such as Johnson & Johnson and Coke, pharmaceutical giant Pfizer (PFE) may seem like a controversial pick. The firm was recently booted out of the dividend aristocrats club after halving its quarterly dividend in 2009, to 16 cents per share, although Pfizer recently declared a boost to 18 cents. Plus, many investors are concerned that the firm has nothing to replace Lipitor, its blockbuster cash cow, when the cholesterol medication loses patent protection in 2012. Not to worry, says Frank. The company has gained a “very diversified product portfolio, at a great price,” with its acquisition of Wyeth.

With $53 billion of cash on hand, Pfizer holds plenty of reserves to make more acquisitions. And the company has a massive distribution system, which it uses to partner with smaller companies that are bringing hot new drugs to market. At $17.48, Pfizer trades for just eight times expected 2010 earnings per share of $2.19 and yields 4.1%. (For a bearish take on Pfizer see Investing Insights From a Top Fund Manager.)

[Tamakoschy]

Antwort auf Beitrag Nr.: 39.095.277 von clearasil am 09.03.10 16:59:46

E & Z kann natürlich auch noch korrigieren. Spätestens bei 20 sollte aber Schluss sein. Dann kaufe ich ein.

[clearasil]

Antwort auf Beitrag Nr.: 39.095.675 von Pontiuspilatus am 09.03.10 17:34:20

danke für deine Einschätzung - die weissen tauben sehen müde aus, sehe doch viele neg divergenzen v.a.auch bei kleinerem kram, vorsicht ist angesagt, hohe Gewinne laden zu Mitnahme förmlich ein.

[clearasil]

das dürfte euch gefallen

http://www.kiplinger.com/columns/picks/archive/7-stocks-for-…

[Pontiuspilatus]

Antwort auf Beitrag Nr.: 39.095.277 von clearasil am 09.03.10 16:59:46

smallcap

anscheinden günstig

überkaufter markt

kann bei drehendem markt viel günstiger werden.

aktionäre sitzen auf hohen kursgewinn der zu verkäuifen einlädt

sieht so aus als ob demnächst wie von dir vermutet zurücksetzt

der gesamtmarkt erscheint doch recht heissgelaufen vix unzwischen sehr tief was für demnächst rumpelnde kurse spricht

wieder großer abstand zur 200 tage linie im gesamtmarkt

deutliche unbekümmertheit

es dürfte eine weitere abwärtswelle kommen bevor die korrektur seit herbst wirklich vorbei ist

verkauf geox

aufbau liquidität

verkauf Teilposition T

kauf PFE erste tradingposition

[clearasil]

bei eckert und ziegler würde ich auch genau hinschauen.

was meint ihr - steht ein mehrwöchiger Trendwechsel an???

[Pontiuspilatus]

Antwort auf Beitrag Nr.: 39.093.840 von clearasil am 09.03.10 15:15:47

für alle amokläufer


An Immediate Buy Alert

In the last several months, I have been
reporting on 2 companies that were well on
their way to becoming Wall Street's next huge
money-makers ... and they did just that!

AENY (America's Energy Company) - Up over 1,400% in 4 mo.
JYHW (Jayhawk Energy) - Up almost 1,100% in 7 mo.

BUT that's nothing compared to what's around the corner
for my #1 Stock-Pick in 2010: Amarok Resources (AMOK).

This has ten-bagger plus potential written all over it...
And if you get in now you could hit the jackpot!

USGS figures suggest Amarok Resources could own a lion's
share of the remaining 30 million ounces in Carlin Trend, Nevada gold!
...thus making AMOK an incredible buyout target for its neighbors,
Barrick Gold & Newmont Mining!

My Recommendation: Move NOW on my latest find!
New discoveries by Amarok Resources (AMOK) could trigger a bidder
war for its gold reserves, making millions for investors who get in early.
AMOK shares are set to soar off the charts!

[clearasil]

Antwort auf Beitrag Nr.: 39.093.948 von filmen am 09.03.10 15:23:34

vediamo mit der gebotenen vorsicht.

kann mir nicht vorstellen, dass sie sich mit dauerhaft schlechter Qualität ihren Ruf ruinieren werden.