Gewinnerbranchen der Jahre 2006 bis 2040 (Seite 8030)
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| Titel | letzter Beitrag | Aufrufe |
|---|---|---|
| heute 00:33 | 135 | |
| heute 00:17 | 121 | |
| heute 01:29 | 103 | |
| heute 00:21 | 80 | |
| gestern 21:34 | 73 | |
| vor 1 Stunde | 59 | |
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| vor 1 Stunde | 55 |
Meistdiskutierte Wertpapiere
| Platz | vorher | Wertpapier | Kurs | Perf. % | Anzahl | ||
|---|---|---|---|---|---|---|---|
| 1. | 1. | 18.716,00 | -0,02 | 71 | |||
| 2. | 2. | 2.431,77 | +0,69 | 31 | |||
| 3. | 3. | 0,2120 | +6,00 | 20 | |||
| 4. | 4. | 10,710 | 0,00 | 18 | |||
| 5. | 6. | 177,46 | +1,50 | 15 | |||
| 6. | 7. | 16,750 | +4,69 | 15 | |||
| 7. | 5. | 22,210 | -19,73 | 15 | |||
| 8. | 12. | 5,7275 | 0,00 | 11 |
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Roche wird mindestens 100 $ zahlen müssen
ein aufschlag gegenüber den alten dna höchstkursen ist gerechtfertigt.
Wie sieht die roche bilanz aus?
genug liqide mittel oder werden viele neue schulden gemacht um die übernahme zu stemmen?
nene ich bleib bei novartis und pfe. erschinen mir beide auf ihrem niveau aussichtsreicher als roche.
ein aufschlag gegenüber den alten dna höchstkursen ist gerechtfertigt.
Wie sieht die roche bilanz aus?
genug liqide mittel oder werden viele neue schulden gemacht um die übernahme zu stemmen?
nene ich bleib bei novartis und pfe. erschinen mir beide auf ihrem niveau aussichtsreicher als roche.
Zahlen mit Wohlwollen auch nur so gerade knapp inline ...
http://www.faz.net/s/RubF3F7C1F630AE4F8D8326AC2A80BDBBDE/Doc…
- Roche wird nun interessant ...
http://www.faz.net/s/RubF3F7C1F630AE4F8D8326AC2A80BDBBDE/Doc…
- Roche wird nun interessant ...
Antwort auf Beitrag Nr.: 34.548.232 von Pontiuspilatus am 21.07.08 09:09:05Der Markt scheint dies jedenfalls zu befürchten ...
Und deshalb also war Roche letzten Do. schon schwach ...
- Konnte Roche nicht ein paar Tage eher bieten?
Und deshalb also war Roche letzten Do. schon schwach ...
- Konnte Roche nicht ein paar Tage eher bieten?
bei dna könnte das roche gebot übrigens noch nicht das letzte wort sein. ich denke die müssen nochmal nachbessern
zu ppdi
sehr interessant und sehr gut gelaufen. aus bewertungsgründen würd ich mich im kern dennoch zunächst eher auf pharma bigcaps konzentrieren
sehr interessant und sehr gut gelaufen. aus bewertungsgründen würd ich mich im kern dennoch zunächst eher auf pharma bigcaps konzentrieren
Trading Spotlight
Antwort auf Beitrag Nr.: 34.548.076 von Simonswald am 21.07.08 08:45:32Diese großen Merger könnten jetzt aber wirklich mal die Dollarwende einleiten. Reicht diese zusätzliche Dollarnachfrage im Zuge dieser Merger aus, um den Dollarkurs zu bewegen
der hauptfaktor welcher wechselkurse bewegt ist das zinsniveau bzw. die aussicht auf das künftige zinsniveau.
bei einem täglichen handelsvolumen auf dem €/$ devisenmarkt von über 1 billion. sind daher solche merger eher vernachlässigbar.
natürlich wirken sie auch auf eine trendwende hin die aber unabhängig davon sowieso kommen wird
sozusagen der zusätzliche tropfen der das fass vielleicht zum überlaufen bringt.
der hauptfaktor welcher wechselkurse bewegt ist das zinsniveau bzw. die aussicht auf das künftige zinsniveau.
bei einem täglichen handelsvolumen auf dem €/$ devisenmarkt von über 1 billion. sind daher solche merger eher vernachlässigbar.
natürlich wirken sie auch auf eine trendwende hin die aber unabhängig davon sowieso kommen wird
sozusagen der zusätzliche tropfen der das fass vielleicht zum überlaufen bringt.
Danke an User cash72, der folgende Links gefunden hat.
Roche kauft Genentech für 45 Mrd$!
Jetzt schon der zweite Multi-Mrd-$-Merger binnen Wochen. Die Europäer merken wohl dass sie dank des Dollarkurses in den USA mehr Value fürs gleiche Geld bekommen.
Diese großen Merger könnten jetzt aber wirklich mal die Dollarwende einleiten. Reicht diese zusätzliche Dollarnachfrage im Zuge dieser Merger aus, um den Dollarkurs zu bewegen?
Jetzt schon der zweite Multi-Mrd-$-Merger binnen Wochen. Die Europäer merken wohl dass sie dank des Dollarkurses in den USA mehr Value fürs gleiche Geld bekommen.
Diese großen Merger könnten jetzt aber wirklich mal die Dollarwende einleiten. Reicht diese zusätzliche Dollarnachfrage im Zuge dieser Merger aus, um den Dollarkurs zu bewegen?
optimism about medtech
Wed Jul 16, 2008 2:18pm EDT
* Results from St Jude, Abbott, J&J fan sector optimism
* S&P Health Care Equipment Index hits new all-time high
By Debra Sherman
CHICAGO, July 16 (Reuters) - Surprisingly good quarterly results from St. Jude Medical and the medical device units of Abbott Laboratories and Johnson & Johnson are giving investors hope for strong results from other medical technology companies.
The S&P Health Care Equipment Index was 1.76 percent higher at 604.31 in afternoon trading after establishing a record at 607.24.
"Medtech is a defensive sector and valuations look good here," said Jeff Jonas, a portfolio manager at Gabelli Health and Wellness Trust Mutual Fund.
St. Jude Medical, one of the three manufacturers of implantable heart devices that correct irregular heart beats, posted better-than-expected quarterly earnings of $208.5 million, or 60 cents per share, beating Wall Street's estimates by 5 cents. It also raised its forecast for the full year.
St. Jude posted strong results across all of its businesses, led by a 24 percent increase in sales of its implantable cardioverter defibrillators, better known as ICDs, devices that regulate a dangerously rapid heartbeat.
Bullish comments from St. Jude executives about the health of its markets prompted investors to buy shares in competitors Medtronic and Boston Scientific, sending their stock higher.
Abbott Labs, a maker of pharmaceuticals, nutritional supplements and medical devices, also topped analysts' forecasts. It reported second-quarter earnings of $1.32 billion, or 85 cents per share, driven in part by strong sales of its medical products, which jumped 15 percent. Within the device group, sales of heart stents were up 24 percent and sales of diabetes care products were up 12 percent.
Abbott's new drug-eluting heart stent called Xience is expected to contribute to a strong second half.
The results come one day after larger rival J&J told a similar story, and analysts said brisk demand for J&J's orthopedic devices bode well for competitors Stryker Corp, which reports on Thursday, and Zimmer Holdings, which unveils its results on July 24.
Others set to release results include Baxter International on Thursday, Boston Scientific and Edwards Lifesciences next week.
"I'd expect (the medtech stocks) to maintain their strength during the second half," Jonas said.
Price-earnings ratios for medtech companies, he noted, used to range between 20 and 25 and now they are in the high teens. In some cases, they're in the mid-teens, he added.
David Heupel, a portfolio manager for Thrivent Investment Management, also pointed to low valuations and the great extent to which the companies benefit from the weaker dollar.
"It's about valuation, growth and safety," Heupel said. "It's also a currency play."
The weak dollar has been a help to most of these companies because they generate a large proportion of their sales overseas.
Risks to sustained growth, they said, include an appreciation of the dollar and the political risks going into the U.S. presidential elections this fall.
(Reporting by Debra Sherman; Editing by Brian Moss)
Wed Jul 16, 2008 2:18pm EDT
* Results from St Jude, Abbott, J&J fan sector optimism
* S&P Health Care Equipment Index hits new all-time high
By Debra Sherman
CHICAGO, July 16 (Reuters) - Surprisingly good quarterly results from St. Jude Medical and the medical device units of Abbott Laboratories and Johnson & Johnson are giving investors hope for strong results from other medical technology companies.
The S&P Health Care Equipment Index was 1.76 percent higher at 604.31 in afternoon trading after establishing a record at 607.24.
"Medtech is a defensive sector and valuations look good here," said Jeff Jonas, a portfolio manager at Gabelli Health and Wellness Trust Mutual Fund.
St. Jude Medical, one of the three manufacturers of implantable heart devices that correct irregular heart beats, posted better-than-expected quarterly earnings of $208.5 million, or 60 cents per share, beating Wall Street's estimates by 5 cents. It also raised its forecast for the full year.
St. Jude posted strong results across all of its businesses, led by a 24 percent increase in sales of its implantable cardioverter defibrillators, better known as ICDs, devices that regulate a dangerously rapid heartbeat.
Bullish comments from St. Jude executives about the health of its markets prompted investors to buy shares in competitors Medtronic and Boston Scientific, sending their stock higher.
Abbott Labs, a maker of pharmaceuticals, nutritional supplements and medical devices, also topped analysts' forecasts. It reported second-quarter earnings of $1.32 billion, or 85 cents per share, driven in part by strong sales of its medical products, which jumped 15 percent. Within the device group, sales of heart stents were up 24 percent and sales of diabetes care products were up 12 percent.
Abbott's new drug-eluting heart stent called Xience is expected to contribute to a strong second half.
The results come one day after larger rival J&J told a similar story, and analysts said brisk demand for J&J's orthopedic devices bode well for competitors Stryker Corp, which reports on Thursday, and Zimmer Holdings, which unveils its results on July 24.
Others set to release results include Baxter International on Thursday, Boston Scientific and Edwards Lifesciences next week.
"I'd expect (the medtech stocks) to maintain their strength during the second half," Jonas said.
Price-earnings ratios for medtech companies, he noted, used to range between 20 and 25 and now they are in the high teens. In some cases, they're in the mid-teens, he added.
David Heupel, a portfolio manager for Thrivent Investment Management, also pointed to low valuations and the great extent to which the companies benefit from the weaker dollar.
"It's about valuation, growth and safety," Heupel said. "It's also a currency play."
The weak dollar has been a help to most of these companies because they generate a large proportion of their sales overseas.
Risks to sustained growth, they said, include an appreciation of the dollar and the political risks going into the U.S. presidential elections this fall.
(Reporting by Debra Sherman; Editing by Brian Moss)
Investment tips for 2008... If all of your money isn't in
you're gas tank or in Iraq, or if your bank hasn't failed
and you still have some left,
be aware of the next expected company mergers so that
you can get in on the ground floor and make some BIG
bucks. Watch for these mergers in 2008:
1. Hale Business Systems, Mary Kay Cosmetics, Fuller
Brush, and W.R.Grace Co. will merge and become: Hale,
Mary, Fuller, Grace.
2.Polygram Records, Warner Bros., and Zesta Crackers
join forces and become: Poly, Warner Cracker.
3. Zippo Manufacturing, Audi Motors, Dofasco, and
Dakota Mining will merge and become: ZipAudiDoDa.
4. 3M will merge with Goodyear and and become:
MMMGood.
5. FedEx is expected to join its competitor, UPS, and
become: FedUP.
6. Fairchild Electronics and Honeywell Computers will
become: Fairwell Honeychild.
7. Grey Poupon and Docker Pants are expected to
become: Poupon Pants.
8. Knotts Berry Farm and the National Organization of
Women will become: Knott NOW!
And finally ...
9. Victoria 's Secret and Smith & ;Wesson will merge
under the new name: Titty Titty Bang Bang
you're gas tank or in Iraq, or if your bank hasn't failed
and you still have some left,
be aware of the next expected company mergers so that
you can get in on the ground floor and make some BIG
bucks. Watch for these mergers in 2008:
1. Hale Business Systems, Mary Kay Cosmetics, Fuller
Brush, and W.R.Grace Co. will merge and become: Hale,
Mary, Fuller, Grace.
2.Polygram Records, Warner Bros., and Zesta Crackers
join forces and become: Poly, Warner Cracker.
3. Zippo Manufacturing, Audi Motors, Dofasco, and
Dakota Mining will merge and become: ZipAudiDoDa.
4. 3M will merge with Goodyear and and become:
MMMGood.
5. FedEx is expected to join its competitor, UPS, and
become: FedUP.
6. Fairchild Electronics and Honeywell Computers will
become: Fairwell Honeychild.
7. Grey Poupon and Docker Pants are expected to
become: Poupon Pants.
8. Knotts Berry Farm and the National Organization of
Women will become: Knott NOW!
And finally ...
9. Victoria 's Secret and Smith & ;Wesson will merge
under the new name: Titty Titty Bang Bang
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