Gewinnerbranchen der Jahre 2006 bis 2040 (Seite 8563)
eröffnet am 10.12.06 16:57:17 von
neuester Beitrag 16.02.24 09:33:08 von
neuester Beitrag 16.02.24 09:33:08 von
Beiträge: 94.068
ID: 1.099.361
ID: 1.099.361
Aufrufe heute: 4
Gesamt: 3.535.846
Gesamt: 3.535.846
Aktive User: 0
Top-Diskussionen
| Titel | letzter Beitrag | Aufrufe |
|---|---|---|
| vor 1 Stunde | 3591 | |
| vor 1 Stunde | 2691 | |
| vor 24 Minuten | 1897 | |
| vor 1 Stunde | 1799 | |
| vor 33 Minuten | 1429 | |
| vor 24 Minuten | 1345 | |
| vor 1 Stunde | 1080 | |
| vor 1 Stunde | 980 |
Meistdiskutierte Wertpapiere
| Platz | vorher | Wertpapier | Kurs | Perf. % | Anzahl | ||
|---|---|---|---|---|---|---|---|
| 1. | 1. | 17.749,28 | -0,02 | 193 | |||
| 2. | 2. | 139,56 | -0,84 | 101 | |||
| 3. | 7. | 6,6660 | -0,92 | 95 | |||
| 4. | 5. | 0,1835 | -0,54 | 72 | |||
| 5. | 8. | 3,7900 | +1,34 | 64 | |||
| 6. | 4. | 2.381,45 | +0,09 | 60 | |||
| 7. | 9. | 12,440 | +0,89 | 44 | |||
| 8. | 17. | 7,2850 | -0,27 | 36 |
Beitrag zu dieser Diskussion schreiben
Feedback
Hier was vom Guru-nicht-guru, aber bitte nicht wieder schlagen.
BB medtech ist ein klarer Kauf. Versuche gerade eine Bekannte zu überzeugen. Mal sehen, ob es was fruchtet.
Roche hat nicht gelitten heute, the market hatte das das ganze letzte Jahr über schon eingearbeitet.
AU rennt weiter gegen einen schwachen Markt.
Die unten erwähnte alcon ist eine Nestlebeteiligung.
Financial Columnists
We're Too Gloomy
Ken Fisher 01.28.08, 12:00 AM ET
Let me make you a solemn promise for 2008. This year, and for the rest of your life, the U.S. market and economy won't head markedly one way while the foreign world collectively goes the other. We're too intertwined globally. Since the foreign economy is twice America's size, and is strong, America should do well in 2008--better, at any rate, than people expect.
Yes, we've heard all the problems. Over and over again. They're well broadcast. And that led to a weak stock market in 2007. In my Jan. 29, 2007 column I predicted that the market (as measured by the Morgan Stanley (nyse: MS - news - people ) World Index) would be up 10% to 40% for the year and that "the S&P 500 will be up, but by a lesser amount." The world was up a shy 9%. My FORBES stock picks, which were chosen expecting a more vibrant market, did not do well.
Since 1995 FORBES has asked its columnists to compare the performance of their picks with the market. This was my third worst of those 12 years. If you had bought all 60 of my 2007 recommendations you would be up 0.9% right now, assuming you lost 1% to transaction costs. Similarly timed investments in the S&P (without a transaction penalty) would be down a collective 0.5%.
Most of the lackluster performance of my picks came from a very wrong decision in February to jump into housing stocks. Beazer Homes, my worst choice, was down 79%. Best choice: Agrium (nyse: AGU - news - people ), up 100%, as agricultural stocks did well.
I think we need a whole new type of stock for 2008. Hence, I'm not urging readers to hold on to my 2007 picks, be it Beazer, Agrium or any of the others.
I'm still bullish. Why? The larger non-U.S. economy is doing great. America isn't doing badly. In each quarter we get a gross domestic product stronger than expected, followed by new expectations of terrible results for the next quarter.
This is basically bullish. We aren't likely to get much gloomier. Eventually we'll come around. So 2008 is more likely to be a robust market than a bust one.
We've had only three negative fourth years of a President's term in the S&P 500's history: in 1932 as the Great Depression bottomed, in 1940 as World War II began heating up in Europe and in 2000 as the tech sector disintegrated and we had the first constitutionally challenged presidential election in a century. Indeed, the 2000 market was positive until shortly before the election and was positive for the year if you exclude the technology sector. Nothing so severe is likely in 2008.
Fear a Democrat this year? We've elected them many times before. And stocks were almost always positive then. I'm betting so for 2008, although foreign stocks could beat domestic ones. My advice is to stay fully invested on a global basis, with stocks like these:
Australia & New Zealand Banking (120, ANZBY ) should continue to do well as a reflection of its territory's strong natural resource economy. This well-run bank is cheap at ten times 2008 earnings with a 5% dividend yield.
Germany's Fresenius Medical Care (nyse: FMS - news - people ) (54, FMS )is the world's leader in all parts of kidney dialysis, including treatment, equipment and disposables. Operating 2,200 clinics in 27 countries, Fresenius serves 12% of the world's dialysis market. Growing moderately but steadily, it is too cheap at 20 times likely 2008 earnings and 1.8 times annual revenue.
If you didn't buy Brazil's Votorantim Pulp & Paper when I recommended it in my Oct. 15 column, you might now buy Aracruz Celulose (nyse: ARA - news - people ) (74, ARA ). These are the two leading sources of eucalyptus pulp for papermaking, accounting for more than half the world's supply. Eucalyptus is cheap and fast growing. Aracruz grows too fast and profitably to keep selling at 14 times 2008 earnings.
Switzerland's Alcon (nyse: ACL - news - people ) (141, ACL )leads the world in eye care--including drugs, diagnostic systems and over-the-counter products. Its growth is steady and will continue as baby boomers age. The company perceives its shares as too cheap at 23 times 2008 earnings, which is why it is buying back $1 billion of them.
Giant insurer AIG (57, AIG)is lower than it was one, three, five or even eight years ago--back when it sold for 40 times earnings. Now it is just 8 times earnings and 1.2 times annual revenue. But with an exceptionally strong presence in insurance and broader finance and slow but steady growth, it will enjoy a good run in the stock market in 2008.
BB medtech ist ein klarer Kauf. Versuche gerade eine Bekannte zu überzeugen. Mal sehen, ob es was fruchtet.
Roche hat nicht gelitten heute, the market hatte das das ganze letzte Jahr über schon eingearbeitet.
AU rennt weiter gegen einen schwachen Markt.
Die unten erwähnte alcon ist eine Nestlebeteiligung.
Financial Columnists
We're Too Gloomy
Ken Fisher 01.28.08, 12:00 AM ET
Let me make you a solemn promise for 2008. This year, and for the rest of your life, the U.S. market and economy won't head markedly one way while the foreign world collectively goes the other. We're too intertwined globally. Since the foreign economy is twice America's size, and is strong, America should do well in 2008--better, at any rate, than people expect.
Yes, we've heard all the problems. Over and over again. They're well broadcast. And that led to a weak stock market in 2007. In my Jan. 29, 2007 column I predicted that the market (as measured by the Morgan Stanley (nyse: MS - news - people ) World Index) would be up 10% to 40% for the year and that "the S&P 500 will be up, but by a lesser amount." The world was up a shy 9%. My FORBES stock picks, which were chosen expecting a more vibrant market, did not do well.
Since 1995 FORBES has asked its columnists to compare the performance of their picks with the market. This was my third worst of those 12 years. If you had bought all 60 of my 2007 recommendations you would be up 0.9% right now, assuming you lost 1% to transaction costs. Similarly timed investments in the S&P (without a transaction penalty) would be down a collective 0.5%.
Most of the lackluster performance of my picks came from a very wrong decision in February to jump into housing stocks. Beazer Homes, my worst choice, was down 79%. Best choice: Agrium (nyse: AGU - news - people ), up 100%, as agricultural stocks did well.
I think we need a whole new type of stock for 2008. Hence, I'm not urging readers to hold on to my 2007 picks, be it Beazer, Agrium or any of the others.
I'm still bullish. Why? The larger non-U.S. economy is doing great. America isn't doing badly. In each quarter we get a gross domestic product stronger than expected, followed by new expectations of terrible results for the next quarter.
This is basically bullish. We aren't likely to get much gloomier. Eventually we'll come around. So 2008 is more likely to be a robust market than a bust one.
We've had only three negative fourth years of a President's term in the S&P 500's history: in 1932 as the Great Depression bottomed, in 1940 as World War II began heating up in Europe and in 2000 as the tech sector disintegrated and we had the first constitutionally challenged presidential election in a century. Indeed, the 2000 market was positive until shortly before the election and was positive for the year if you exclude the technology sector. Nothing so severe is likely in 2008.
Fear a Democrat this year? We've elected them many times before. And stocks were almost always positive then. I'm betting so for 2008, although foreign stocks could beat domestic ones. My advice is to stay fully invested on a global basis, with stocks like these:
Australia & New Zealand Banking (120, ANZBY ) should continue to do well as a reflection of its territory's strong natural resource economy. This well-run bank is cheap at ten times 2008 earnings with a 5% dividend yield.
Germany's Fresenius Medical Care (nyse: FMS - news - people ) (54, FMS )is the world's leader in all parts of kidney dialysis, including treatment, equipment and disposables. Operating 2,200 clinics in 27 countries, Fresenius serves 12% of the world's dialysis market. Growing moderately but steadily, it is too cheap at 20 times likely 2008 earnings and 1.8 times annual revenue.
If you didn't buy Brazil's Votorantim Pulp & Paper when I recommended it in my Oct. 15 column, you might now buy Aracruz Celulose (nyse: ARA - news - people ) (74, ARA ). These are the two leading sources of eucalyptus pulp for papermaking, accounting for more than half the world's supply. Eucalyptus is cheap and fast growing. Aracruz grows too fast and profitably to keep selling at 14 times 2008 earnings.
Switzerland's Alcon (nyse: ACL - news - people ) (141, ACL )leads the world in eye care--including drugs, diagnostic systems and over-the-counter products. Its growth is steady and will continue as baby boomers age. The company perceives its shares as too cheap at 23 times 2008 earnings, which is why it is buying back $1 billion of them.
Giant insurer AIG (57, AIG)is lower than it was one, three, five or even eight years ago--back when it sold for 40 times earnings. Now it is just 8 times earnings and 1.2 times annual revenue. But with an exceptionally strong presence in insurance and broader finance and slow but steady growth, it will enjoy a good run in the stock market in 2008.
BB Medtech ist z.Zt. interessant, die notierten gestern 14% unter ihrem inneren Wert. So grosse Abschläge gab es schon lange nicht mehr....
Antwort auf Beitrag Nr.: 33.212.689 von Larry.Livingston am 30.01.08 13:20:30Keiner wird Dich schlagen; denn Du hast sicher recht 
Wäre ja auch sehr unwahrscheinlich, daß sie so stark abstürzen.
Mir gefällt die Deutsche Telekom jetzt immer besser, nachdem ich sie bis 2007 verabscheut habe.
1. Schuldenabbau läuft
2. einziger Anbieter eines DSL/Flatrate-Paketes inkl. Internet-TV
3. Neue Kunden durch iphone-Verkauf
4. Inder steigen bei T-systems ein
5. Entwicklung neuer Produkte durch Zusammenarbeit mit israelischen Wissenschaftlern
6. werden von Dollar-Anstieg profitieren und:
Ich spare jetzt 10,- € monatlich (wurde von denen angerufen) und habe mich für weitere 2 Jahre gern an die Telekom gebunden
Außerdem: Obermann ist frisch verliebt und so etwas verleiht Flügel !
Wäre ja auch sehr unwahrscheinlich, daß sie so stark abstürzen.
Mir gefällt die Deutsche Telekom jetzt immer besser, nachdem ich sie bis 2007 verabscheut habe.
1. Schuldenabbau läuft
2. einziger Anbieter eines DSL/Flatrate-Paketes inkl. Internet-TV
3. Neue Kunden durch iphone-Verkauf
4. Inder steigen bei T-systems ein
5. Entwicklung neuer Produkte durch Zusammenarbeit mit israelischen Wissenschaftlern
6. werden von Dollar-Anstieg profitieren und:
Ich spare jetzt 10,- € monatlich (wurde von denen angerufen) und habe mich für weitere 2 Jahre gern an die Telekom gebunden
Außerdem: Obermann ist frisch verliebt und so etwas verleiht Flügel !
http://bigcharts.marketwatch.com/charts/big.chart?symb=isrg&…
Schlagt mich aber im maßgeblichen $ Chart von ISRG ist das frühere gap von März 06 aber ca. 1 Monat später geschlossen worden. Kauflimit ISRG $150...
Schlagt mich aber im maßgeblichen $ Chart von ISRG ist das frühere gap von März 06 aber ca. 1 Monat später geschlossen worden. Kauflimit ISRG $150...
Antwort auf Beitrag Nr.: 33.212.299 von bakri am 30.01.08 12:47:59Danke, dass du dir das angeschaut hast. Wir sehen die Zukunft für isrg sehr possitiv, aber die Aktie ist sehr hochbewertet.
Gestern gab es ja erste analo-bedenken, dass das Wachstum 08 etwas abflachen wird, sollte es so kommen, dann wird isrg noch mal billiger.
Ich persönlich könnte mir vorstellen, dass die Lücke bei 110 noch geschlossen wird. Die andere eher nicht. Wir bleiben da am Ball.
Hier die Bedenkenträger:
Intuitive Surgical Shares Fall 7 Percent
Tuesday January 29, 7:12 pm ET
Oppenheimer Analyst Says Growth to Slow for Intuitive Surgical in 2008, Shares Fall
NEW YORK (AP) -- Shares of medical device maker Intuitive Surgical Inc. fell sharply Tuesday as an Oppenheimer & Co. analyst said the company's strong growth will slow in 2008 on fewer U.S. sales of the da Vinci surgical system, due to market saturation and a lack of adoption by gynecologists for hysterectomy procedures.
ADVERTISEMENT
Analyst Amit Hazan said Intuitive Surgical is the most expensive stock in the medical technology sector, a value driven by both the company's robust growth rates and by results consistently beating Wall Street expectations by wide margins. Intuitive's da Vinci system allows doctors to perform robot-aided surgery through small openings in the patient's body from a remote console.
But although he expects fourth-quarter results will once again exceed estimates, he thinks 2008 sales guidance will fall slightly below the $817 million consensus estimate. He cited slowing U.S. system placement growth and lack of upside from hysterectomy procedures due to gynecologists' unexplainable trepidation about adopting newer, less invasive technology and little to no patient awareness about the system's availablity.
"In short, as growth comes back to earth, the premium paid will likely be reduced, and we see fair value at below current levels," Hazan wrote in a note to clients. He emphasized caution on the stock in 2008.
Shares fell $33.27, or 12 percent, to $244.30 Tuesday.
Cowen and Co. analyst Eli Kammerman also expects Intuitive Surgical's fourth-quarter results to top Wall Street expectations when the company reports financials on Thursday, and predicts management will issue conservative sales guidance for 2008. But he thinks better-than-expected procedure volumes are probable in gynecology in 2008 and in a note to clients late Wednesday reiterated an "Outperform" rating on the stock.
Kammerman predicts Intuitive Surgical shares will outperform the market by 20 percent this year.
Da kommt heute der conference call, dann werden wir sehen wohin die Reise geht. Gestern jedenfalls ein dickes minus.
Gestern gab es ja erste analo-bedenken, dass das Wachstum 08 etwas abflachen wird, sollte es so kommen, dann wird isrg noch mal billiger.
Ich persönlich könnte mir vorstellen, dass die Lücke bei 110 noch geschlossen wird. Die andere eher nicht. Wir bleiben da am Ball.
Hier die Bedenkenträger:
Intuitive Surgical Shares Fall 7 Percent
Tuesday January 29, 7:12 pm ET
Oppenheimer Analyst Says Growth to Slow for Intuitive Surgical in 2008, Shares Fall
NEW YORK (AP) -- Shares of medical device maker Intuitive Surgical Inc. fell sharply Tuesday as an Oppenheimer & Co. analyst said the company's strong growth will slow in 2008 on fewer U.S. sales of the da Vinci surgical system, due to market saturation and a lack of adoption by gynecologists for hysterectomy procedures.
ADVERTISEMENT
Analyst Amit Hazan said Intuitive Surgical is the most expensive stock in the medical technology sector, a value driven by both the company's robust growth rates and by results consistently beating Wall Street expectations by wide margins. Intuitive's da Vinci system allows doctors to perform robot-aided surgery through small openings in the patient's body from a remote console.
But although he expects fourth-quarter results will once again exceed estimates, he thinks 2008 sales guidance will fall slightly below the $817 million consensus estimate. He cited slowing U.S. system placement growth and lack of upside from hysterectomy procedures due to gynecologists' unexplainable trepidation about adopting newer, less invasive technology and little to no patient awareness about the system's availablity.
"In short, as growth comes back to earth, the premium paid will likely be reduced, and we see fair value at below current levels," Hazan wrote in a note to clients. He emphasized caution on the stock in 2008.
Shares fell $33.27, or 12 percent, to $244.30 Tuesday.
Cowen and Co. analyst Eli Kammerman also expects Intuitive Surgical's fourth-quarter results to top Wall Street expectations when the company reports financials on Thursday, and predicts management will issue conservative sales guidance for 2008. But he thinks better-than-expected procedure volumes are probable in gynecology in 2008 and in a note to clients late Wednesday reiterated an "Outperform" rating on the stock.
Kammerman predicts Intuitive Surgical shares will outperform the market by 20 percent this year.
Da kommt heute der conference call, dann werden wir sehen wohin die Reise geht. Gestern jedenfalls ein dickes minus.
Trading Spotlight
30 Jan 2008 11:53 GMT
DJ US Hot Stocks To Watch: SBUX AMZN BA MRK KFT PHM UPS
SAN FRANCISCO (Dow Jones) -- Among the companies whose shares are expected to see active trade in Wednesday's session are Starbucks Corp. (SBUX), Amazon.com Inc. (AMZN), Boeing Co. (BA), Merck & Co. (MRK) and Kraft Foods Inc. (KFT).
Starbucks ($19.97, $0.31, 1.58%) is projected to report fiscal first-quarter earnings of 28 cents a share, according to analysts polled by Thomson Financial.
Amazon ($73.95, -$1.87, -2.47%) is forecast to post earnings of 48 cents a share in the fourth quarter.
Boeing ($80.96, $3.36, 4.33%) is expected to report earnings of $1.32 a share in the fourth quarter.
Merck ($48.01, -$1.24, -2.52%) is likely to post earnings of 74 cents a share in the fourth quarter.
Kraft ($30.19, -$0.25, -0.82%) is estimated to post earnings of 44 cents a share in the fourth quarter.
Pulte Homes Inc. (PHM, $14.85, $1.07, 7.76%) is expected to report a loss of 50 cents a share in the fourth quarter.
United Parcel Service Inc. (UPS, $70.92, -$0.13, -0.18%) is forecast to report fourth-quarter earnings of $1.13 a share.
(MORE TO FOLLOW) Dow Jones Newswires
January 30, 2008 06:53 ET (11:53 GMT)
DJ US Hot Stocks To Watch: SBUX AMZN BA MRK KFT PHM UPS
SAN FRANCISCO (Dow Jones) -- Among the companies whose shares are expected to see active trade in Wednesday's session are Starbucks Corp. (SBUX), Amazon.com Inc. (AMZN), Boeing Co. (BA), Merck & Co. (MRK) and Kraft Foods Inc. (KFT).
Starbucks ($19.97, $0.31, 1.58%) is projected to report fiscal first-quarter earnings of 28 cents a share, according to analysts polled by Thomson Financial.
Amazon ($73.95, -$1.87, -2.47%) is forecast to post earnings of 48 cents a share in the fourth quarter.
Boeing ($80.96, $3.36, 4.33%) is expected to report earnings of $1.32 a share in the fourth quarter.
Merck ($48.01, -$1.24, -2.52%) is likely to post earnings of 74 cents a share in the fourth quarter.
Kraft ($30.19, -$0.25, -0.82%) is estimated to post earnings of 44 cents a share in the fourth quarter.
Pulte Homes Inc. (PHM, $14.85, $1.07, 7.76%) is expected to report a loss of 50 cents a share in the fourth quarter.
United Parcel Service Inc. (UPS, $70.92, -$0.13, -0.18%) is forecast to report fourth-quarter earnings of $1.13 a share.
(MORE TO FOLLOW) Dow Jones Newswires
January 30, 2008 06:53 ET (11:53 GMT)
Antwort auf Beitrag Nr.: 33.212.085 von clearasil am 30.01.08 12:30:02@bakri : glaubst du, dass die Kurslücke hier noch geschlossen wird?
Ich kenne zwar die Fundamentals von ISRG nicht und vielleicht ist die Firma ja tatsächlich top; aber rein vom Chartbild her würde ich die nicht anfassen. Die Lücke bei ca. 110 müßte eigentlich geschlossen werden; aber da ist ja sogar noch eine unter 50 € offen.
Kann deren Produkt wirklich eine Steigerung von 3,50 € auf das jetzige Niveau rechtfertigen ? Das kannst Du bestimmt anhand der Zahlen besser einschätzen; aber die wäre mir echt zu heiß.
Ich kenne zwar die Fundamentals von ISRG nicht und vielleicht ist die Firma ja tatsächlich top; aber rein vom Chartbild her würde ich die nicht anfassen. Die Lücke bei ca. 110 müßte eigentlich geschlossen werden; aber da ist ja sogar noch eine unter 50 € offen.
Kann deren Produkt wirklich eine Steigerung von 3,50 € auf das jetzige Niveau rechtfertigen ? Das kannst Du bestimmt anhand der Zahlen besser einschätzen; aber die wäre mir echt zu heiß.
BB Biotech könnte eine der ersten Aktien sein, die hochkommt.
Positive Divergenz im Tageschart, Hammer im Wochenchart plus gutes "W" im RSI. Nun fehlt nur noch das "W" im Monatschart.
Zwischendurch kann sie noch ´mal unter 49 € fallen, wenn der Gesamtmarkt noch ´mal einbricht. Da wäre sie dann wahrscheinlich ein Kauf. Muß man aber dann noch ´mal gucken, wenn es soweit ist.
Positive Divergenz im Tageschart, Hammer im Wochenchart plus gutes "W" im RSI. Nun fehlt nur noch das "W" im Monatschart.
Zwischendurch kann sie noch ´mal unter 49 € fallen, wenn der Gesamtmarkt noch ´mal einbricht. Da wäre sie dann wahrscheinlich ein Kauf. Muß man aber dann noch ´mal gucken, wenn es soweit ist.
@bakri : glaubst du, dass die Kurslücke hier noch geschlossen wird?
Fundamental betrachtet wäre das abwärtspotential da. Weil isrg isse immer noch schweineteuer.
Fundamental betrachtet wäre das abwärtspotential da. Weil isrg isse immer noch schweineteuer.
Habe gerade den Chart von Aeroflot gesehen. Wußte bisher gar nicht, daß die an der Börse sind. Ist echt krass.
Der Kurs hat sich seit 2003 verzehnfacht
Der Kurs hat sich seit 2003 verzehnfacht
Durchsuchen
