Gewinnerbranchen der Jahre 2006 bis 2040 (Seite 8557)

[bakri]

Antwort auf Beitrag Nr.: 33.241.013 von anton7 am 01.02.08 16:31:44

Also was jetzt. Rezession, erneuter Rücksetzer oder durchstarten?

Kommen alle 3; ist nur eine Frage der Reihenfolge

[anton7]

Antwort auf Beitrag Nr.: 33.241.828 von clearasil am 01.02.08 17:29:23

wo bist du abgeblieben? Lächeln
Schockstarre?
Wie hast du dich verhalten?

Ich habe dem Wertverfall meines Depots zugesehen und mich immer gefragt, warum ich es nicht vor ein paar Monaten mit schönem Plus verkauft habe.

Dann bei Börsenbewegungen habe ich mich gefragt, warum habe ich mit meinem verbliebenen Cash-Bestand von knapp 900 Euro nicht immer wieder RBS unter 5 nicht gekauft habe, um dann bei 5,50 zu verkaufen. Und als RBS erneut unter fpnf war, habe ich wieder nichts gekauft, also wohl eine Shockstarre.

Wobei ich zugeben mus, dass die neu gekauften Werte sich deutlich besser halten. Besonders irrational und somit schmerzlich fand ich den Verfall bei vizrt - volle Auftragsbücher, super Ausblick und was macht der Kurs??? Nebenwert hin oder her.

[clearasil]

Antwort auf Beitrag Nr.: 33.241.013 von anton7 am 01.02.08 16:31:44

hi anton,

wo bist du abgeblieben?
Schockstarre?
Wie hast du dich verhalten?

vielleicht 'ne rezession, immer wieder mal ein Rücksetzer, und immer ein paar durchstarter.

Berthold Brecht: Wir steh’n enttäuscht und seh’n. betroffen, der Vorhang zu und alle Fragen offen

gruß clearasil

[anton7]

Antwort auf Beitrag Nr.: 33.240.888 von clearasil am 01.02.08 16:24:45

Also was jetzt. Rezession, erneuter Rücksetzer oder durchstarten?

[Pontiuspilatus]

Safe Stocks During a Downturn
By Claire Stephanic January 31, 2008

11 Recommendations

"Prepare for a Global Economic Downturn" and "U.S. Recession: Already Here" are just a few of the foreboding predictions gracing early-2008 headlines.

Investors are panicked, and for good reason: Effects of the recent subprime meltdown are still playing out, more than five months after the first word of company writedowns.

Needless to say, one big question remains -- will the weakening economy survive, or will it go into serious recession? (And what does this mean for investors!?)

So far, no good
Though the Federal Reserve is not currently forecasting a recession, early 2008 data speaks for itself:

* The housing market is going through its worst slump in recorded history.
* Consumer confidence is approaching a two-year low.
* At 5%, the unemployment rate has reached a two-year high.

So what does this mean for investors? Are bonds and Treasuries the only safe investment choices during a downturn? Not quite, but ...

Choose your investments wisely
Certain sectors (and stocks) are proven performers during an economic recession, and they can actually provide a special investment opportunity.

According to Wharton professor Jeremy Siegel, reinvesting dividends can generate wealth for long-term stockholders, particularly during recessions. The dividend yield (dividend per share divided by price) helps to demonstrate this concept.

If a stock trades for $100, and it pays $3 in yearly dividends, it has a yield of 3%. When stock prices fall, the yield subsequently increases. At times like those, reinvested dividends allow you to purchase more shares at lower prices. If all goes according to plan, the extra shares then rise in value when the market recovers, launching total returns higher.

The power of dividends
In addition, growing dividends are often considered a sign of improving finances through all market cycles, since the companies paying them need to generate enough cash flow to return larger checks to shareholders. At the end of the day, the compounding effect of these growing dividends, reinvested methodically, will engineer big returns.

Consider PepsiCo (NYSE: PEP). Through dividend reinvestment, the company has returned some 75% since the last recession of 2001. That's 65 percentage points higher than the S&P 500 return (10%) during the same time period.

I'll drink to that ...
Like PepsiCo, many reliable, dividend-paying giants are recession-resilient consumer staples -- companies that provide products people consistently buy, even when times are tough.

For example, according to a Standard & Poor's study reported in Time, the S&P 500 has lost an average of 21% during past recessions. But the average consumer-staples stock lost a mere 2.4%. In some cases -- beverage makers, household products, and tobacco -- this sector has even beaten the market during a downturn.

On proof and pudding
Consider the returns (including dividend reinvestment) of these consumer staples since the beginning of 2001 (when the bubble had just begun to burst). Each company has returned far more than the 15.2% of the S&P 500.

Company


Current Yield


Return Since 2001

Altria Group (NYSE: MO)


4.1%


192%

Anheuser-Bush (NYSE: BUD)


2.7%


26%

Colgate-Palmolive (NYSE: CL)


1.9%


37%

H.J. Heinz (NYSE: HNZ)


3.5%


20%

Johnson & Johnson (NYSE: JNJ)


2.5%


44%

Procter & Gamble (NYSE: PG)


2.1%


97%

Foolish words of wisdom
The stock market -- just like our economy -- moves in cycles. Recessions and downturns are just a fact of life. Building a balanced portfolio can help you protect your capital and even profit during these difficult times. Just remember two important factors:

1. Dividend stocks can provide a special investment opportunity during economic recessions.
2. Consumer staples (especially dividend-payers) are worth adding during downturns.

[clearasil]

ctsh, celg und wfmi starten durch

[Pontiuspilatus]

Microsoft Offers $44.6B for Yahoo
Friday February 1, 10:12 am ET
By Michael Liedtke, AP Business Writer
Microsoft Makes Unexpected $44.6B Bid for Yahoo; Internet Icon Is Studying It

SAN FRANCISCO (AP) -- Microsoft Corp. has pounced on slumping Internet icon Yahoo Inc. with an unsolicited takeover offer of $44.6 billion in its boldest bid yet to challenge Google Inc.'s dominance of the lucrative online search and advertising markets.

ADVERTISEMENT
The surprise offer of $31 per share, made late Thursday and announced Friday, seizes on Yahoo's weakness while Microsoft tries to muscle up in a high-stakes battle with Google likely to define the technology landscape for years to come.

In a statement Friday, Yahoo said it will "carefully and promptly" study Microsoft's bid.

With its profits steadily sliding, Yahoo's stock slipped to a four-year low earlier this week and a new management team has been trying to steer a turnaround but sees more turbulence through 2008.

The announcement lifted Yahoo's share price by almost 50 percent in morning trading, while Google fell almost 8 percent, dragged down by a fourth-quarter earnings report that missed Wall Street expectations.

In conference call Friday morning, Microsoft Chief Executive Steve Ballmer indicated he won't take no for an answer after Yahoo rebuffed takeover overtures a year ago.

"This is a decision we have -- and I have -- thought long and hard about," Ballmer said. "We are confident it's the right path for Microsoft and Yahoo."

To underscore its resolve, Microsoft is offering a 62 percent premium to Yahoo's closing stock price Thursday. If the deal is consummated, it would be by far the largest acquisition in Microsoft's history, eclipsing last year's $6 billion purchase of online ad service aQuantive.

Since reaching a 52-week high of $34.08 in October, Yahoo shares have fallen 46 percent. Yahoo climbed $9.41 a share, or 49 percent, to $28.59 in morning trading. Microsoft shares fell $1.43, or 4.4 percent, to $31.17.

Microsoft publicly disclosed its cash-and-stock offer in hopes of rallying support from Yahoo's shareholders, making it more difficult for Yahoo's board to turn down the bid.

In a letter released Friday, Ballmer pointedly noted Yahoo's financial performance has deteriorated since Microsoft was spurned a year ago. At that time, Ballmer said he was told Yahoo believed it was better off on its own.

"A year has gone by, and the competitive situation has not improved," Ballmer wrote in his letter.

Microsoft's previous offer was rebuffed by Terry Semel, who stepped aside last year as chief executive under shareholder pressure.

Microsoft sent its latest takeover offer to Yahoo late Thursday, shortly after Semel resigned as the company's chairman. The letter is addressed to Semel's successors, new Chairman Roy Bostock and the current CEO, co-founder Jerry Yang, who is one of Yahoo's largest shareholders.

In a prepared statement, Yahoo said its board "will evaluate this proposal carefully and promptly in the context of Yahoo's strategic plans and pursue the best course of action to maximize long-term value for shareholders."

Microsoft views Yahoo as its best chance to thwart Google, which has leveraged its leadership in Internet search and advertising to emerge as an increasingly serious threat to the world's largest software maker's persuasive influence on how people interact with computers.

Google already controls nearly 60 percent of the U.S. search market, and has been widening its lead, despite concerted efforts by both second-place Yahoo and third-place Microsoft. By combining, Microsoft and Yahoo would have a 33 percent share of the U.S. search market, according to the latest data from comScore Media Metrix.

By joining forces, Microsoft and Yahoo also would widen their narrowing advantage over Google in providing free e-mail accounts -- a service that helps foster more loyalty with users and create more advertising opportunities.

Advertisers around the world are expected to double their spending on the Internet during the next three years as more people get their news and entertainment on the Web instead of television, radio, newspapers and magazine. The trend is expected to create an $80 billion online ad market in 2010, up from an estimated $40 billion last year.

Despite an aggressive push in recent years, Microsoft's online advertising expansion hasn't paid off. Last week, the Redmond, Wash.-based company reported a 79 percent jump in its overall profit, but its online division's loss widened to $245 million.

And Yahoo has been struggling to attract more advertising even though its Web site attracts one of the biggest audiences. The Sunnyvale-based company's profit has declined for five consecutive quarters, prompting plans to cut 1,000 jobs later this month, a 7 percent reduction of its 14,300-employee work force.

Besides helping to boost its online ad revenue, Microsoft believes it could mine more profit from Yahoo by jettisoning workers and eliminating overlapping operations.

Microsoft said it sees at least $1 billion in cost savings if it buys Yahoo. Microsoft executives deflected questions about how many jobs might be lost, but the company emphasized retention packages will be offered to Yahoo engineers and other key employees, including some executives.

The fate of Yahoo's brand also is unclear if Microsoft takes over. Both Ballmer and Kevin Johnson, president of Microsoft's platforms and services division, hailed Yahoo's strong brand value but didn't commit to keeping the name alive.

AP Business Writer Jennifer Malloy in New York and AP Business Writer Jessica Mintz in Seattle contributed to this story.

[clearasil]

Jetzt noch vernünftige Arbeitsmarktdaten und die Rallye rollt.

[Larry.Livingston]

OK habs grad gelesen...

[Larry.Livingston]

Antwort auf Beitrag Nr.: 33.237.364 von bakri am 01.02.08 12:33:42

Woher weißt du?