Gewinnerbranchen der Jahre 2006 bis 2040 (Seite 8936)

[Pontiuspilatus]

Bin übrigens heute bei CTSH eingestiegen, konnte nicht anders, schon 4% im Plus. 35% wachstum die nächsten 5 Jahre, dann ist das KGV bei 9.

mutig von dir
die börse ist momentan sehr nervös also nicht verunsichern lassen wenn die aktie nochmal kräftig abtauchen sollte. die zahlen und der ausblick sind phantastisch.

[Pontiuspilatus]

heftig was da für abschreibungen kommen werden. ...
aber langfristig dürfte es eine super kaufgelegenheit geben. notfalls wird der staat dafür geradestehen. im prinzip ist es sogar gut das die exzesse der finanzindustrie nun endlich bereinigt werden.

Moody's Reviews $33 Billion in SIVs
Wednesday November 7, 4:28 pm ET
By Leslie Wines
Moody's Downgrades, Considers Rating Cuts for $33 Billion in SIV Debt

NEW YORK (AP) -- Moody's Investors Service said Wednesday it either downgraded or placed on a watch list for possible downgrade its ratings on $33 billion in holdings in structured investment vehicles, including several affiliated with Citigroup Inc.

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SIVs are off-balance sheet entities, some of which are ailing because they invested heavily in below-prime mortgages. SIVs sell short-term corporate notes known as commercial paper and invest in longer-term securities that yield richer returns.

"SIV senior note ratings continue to be vulnerable to the unprecedented large and sustained declines in portfolio value combined with a prolonged inability to refinance maturing debt," Moody's said.

Moody's said the SIVs would be hurt by "further deterioration in the market value of the portfolio," resulting in losses on capital and senior notes if they have to sell holdings in an unfavorable market.

The holdings that were downgraded were in SIVs owned by Victoria Finance Ltd., Harrier Finance Funding Ltd. and Kestrel Funding plc. But the agency also confirmed Prime 1 ratings for Kestrel's commercial paper.

Those being reviewed for possible downgrade, according to Moody's, were holdings in SIVs of Orion Finance Corp., Carrera Capital Finance Ltd., Beta Finance Corp., Centauri Corp., Dorada Corp., Tango Finance Ltd., Asscher Finance Ltd., Cullinan Finance Ltd., White Pine Corp., Hudson-Thames Capital Ltd., Nightingale Finance Ltd., Links Finance Corp. and Premier Asset Collateralized Entity Ltd.

Beta, Centauri and Dorada are three of the seven SIVs that Citigroup manages.

In a Monday filing with the Securities and Exchange Commission, Citigroup said Beta has $19.3 billion in assets, Centauri has $20.1 billion and Dorada has $11 billion. In all, Citigroup's seven SIVs have $83.1 billion in assets.

The Citigroup SIVs have no direct exposure to U.S. subprime assets, but have about $70 million of indirect exposure to subprime assets through AAA-rated collateralized debt obligations that hold mortgage debt, the bank said.

Citigroup said that although it is not contractually obligated to fund its SIVs, it has committed $10 billion in liquidity to the SIVs, $7.6 billion of which was drawn by Oct. 31.

Some of the other SIVs put on watch are managed by other major financial institutions.

MBIA manages Hudson-Thames; Rabobank manages Tango Finance; HSBC manages Cullinan Finance; Standard Chartered Bank manages White Pine; Bank of Montreal manages Links Finance, and Societe Generale manages Premier Asset Collateralized Entity.

Although once obscure even to many financial industry workers, SIVs have been a focus of intense concern to investors ever since August, when the credit markets grew worried about mounting defaults on home loans to buyers with poor credit.

AP Business Writer Madlen Read contributed to this story.

[Pontiuspilatus]

by the way
schaut mal wie sich crox im heutigen börsensturm gehalten hat

c kam heute noch mal kräftig unter die räder. dividende jetzt 6,5%
und das management hat ausdrücklich gesagt das eine dividendenkürzung nich ansteht da die c die schieflagen ohne eine solche bewältigen kann.

am liebsten wär es mir bei 30 zu kaufen aber langsam juckts gewaltig in den fingern...

[notebook]

Noch was zu Aloa:

Ich kenn den WErt nicht mal und kann von daher eigentlich gar nicht mitreden. Aber ich denke, der Punkt ist der, dass Aloa vermutlich ein eher kleines Unternehmen in der Solarbranche ist. Also vielleicht sogar ein Wert, der von verschiedener Seite bewusst hochgepusht wird. (Das macht man aber auch bei den Grossen).

Das Problem ist, dass du bei solchen Werten zum Spielball wirst. Deshalb kauf ich beispielsweise keine Aktien von Rohstoffminen usw... Da wird man schnell Opfer von einem Frick oder eines anderen Börsengurus. (Das wäre dann wohl Börsenfalle 12 im obigen Buch).... Man folgt irgendwelchen Empfehlungen und hat keine Ahnung. (Ich kann den Wert einer Minenaktie nicht ausrechnen. Ich verstehe nichts davon).

Und deshalb hast du verkauft! Weil du von Aloa nichts verstehst. Wärst du dir sicher gewesen, dann hättest du nicht verkauft und dich nicht beeinflussen lassen. Ich verkauf meinen Indien-Investments auch nicht, weil ich glaube, hier den richtigen Riecher zu haben. Ich halte Indien sogar für weniger riskant als den Nikkei (der seit 20 Jahren sinkt) oder aktuell den Dow Jones. Es ist aktuell genau umgekehrt - im August hat der Sensex am wenigsten korrigiert. Was ich damit sagen will - ich hab ne eigene Meinung.

[notebook]

In dem obigen Buch steht unter anderm drin, dass man sich vor Foren wie diesen in Acht nehmen soll. Man beeinflusst sich gegenseitig. Ich merke das auch bei mir. Ich schau dann einfach nicht mehr rein. Das gleiche gilt bei Aktien. Den Kurs sollte man nicht täglich verfolgen.

Usw.... Hat wirklich ganz viele nützliche Tips.

Hier im Forum (das gilt nicht nur für diesen Thread) hat sowieso jeder das Gefühl, er sei der Grösste.

[notebook]

Kommunikation macht nur Sinn, wenn man andere ernst nimmt und sich auch beeinflussen lässt, nicht von vorneherein und sogar wider die Fakten, nämlich die Kurse alles besser weiss, ohne zu differenzieren. Das blöde Hetzen gegen eine Top-Solar-Firma tat leider zunächst wissend, darum nahm ich Gewinne mit, zu spät merkte ich, dass ich hier Ignoranten auf den Leim ging. OK, sollte man abhaken, aber dies eingebildet schlaue Gequatsche geht mir zu sehr gegen den Strich, weil sicher einige darauf reinfallen, wenn sie fundamental nach Gewinnerbranchen/aktien der Zukunft forschen, wozu Pfizer definitiv nicht gehört, auch wenn irgendwann mal eine technische Erholung auf 20 o.ä. ansteht... Aber diese Firma hat ihre zukunft längst hinter sich, das sieht ein Blinder, da ist TUI sicher weitaus zukunftsträchtiger und Aleo sowieso!

Darf ich dir ein gutes Buch empfehlen?
http://www.amazon.de/Die-gef%C3%A4hrlichsten-B%C3%B6rsenfall…

War eines der ersten Bücher, die ich über die Börse gelesen habe. (Obiger Link ist ne neuere Ausgabe). Ich blättere auch jetzt hin und wieder darin herum. Ist eines der besten Einsteigerbücher zum Thema Börse. Der Autor hat einen etwas ungewöhnlichen Werdegang. Lass dich dadurch aber nicht abschrecken. Das Buch ist trotzdem gut.

Zu den Empfehlungen: Ausser dem Indien-ETF von pontius hab ich noch keine einzige Aktie gekauft, die hier von anderen empfohlen wurde.

Aneinander vorbeireden: Ich les nicht alle postings. Hab deine Diskussion zu Aloa komplett verpasst. Ich vermute mal, dass ihr alle komplett aneinander vorbeigeredet habt. Du suchtest vermutlich ne Möglichkeit, kurzfristig deine 2'000 Euro auf 3'000 Euro zu erhöhen. Space beispielsweise ist Familienfater und hat vermutlich auch schon etwas mehr auf dem Konto als du.

Persönlicher Tip: Wenn du erst 20 bist, dann investiere regelmässig in den Indien-ETF. Mit 40 bist du vielleicht Millionär. (Aus Risikoüberlegungen natürlich nur einen Teil).

[Larry.Livingston]

Tiptop Space! Denke das das eine gute Langfristinvestition ist!

[spaceistheplace]

nur kurz, no time tonight...
Ihr kebbelt Euch ja immer noch muit stephen, ich halte mich da raus, ist und bleibt auf ignore.
Bin übrigens heute bei CTSH eingestiegen, konnte nicht anders, schon 4% im Plus. 35% wachstum die nächsten 5 Jahre, dann ist das KGV bei 9.

Mal sehen, obs nicht zu früh war.

Gruss space

[Pontiuspilatus]

es gibt sogar unternehmen mit noch größeren abschreibungen als die c. gm hat mal eben 39 milliarden abgeschrieben.

ich glaub den record hält aber immer noch time warner mit 50 milliarden vor ein paar jahren

GM Loses $39B in 3Q, Shares Fall
Wednesday November 7, 1:41 pm ET
By Tom Krisher, AP Auto Writer
GM Posts Record $39B Loss for 3Q Due to Charges, Shares Sink on Worries About Outlook

DETROIT (AP) -- General Motors Corp. posted a company record $39 billion loss Wednesday for the third quarter, as a charge involving unused tax credits brought an abrupt end to a string of three profitable quarters for the nation's largest automaker.

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The loss was one of the biggest quarterly corporate deficits ever. GM's shares down more than 5 percent in afternoon trading. Standard & Poor's downgraded GM shares from hold to sell, and said GM's near-term outlook has worsened significantly in part due to reduced U.S. sales.

GM attributed most of the third-quarter loss to a $38.6 billion noncash charge for establishing a valuation allowance against accumulated deferred tax credits in the U.S., Canada and Germany. Accounting rules require that companies that expect to keep losing money cannot keep carrying deferred tax credits indefinitely and must write down their value.

GM also reported a loss of $757 million from its 49 percent stake in GMAC Financial Services, due largely to losses at ResCap, GMAC's mortgage arm.

It was the second-worst quarterly net loss in U.S. corporate history under generally accepted accounting principles, said Howard Silverblatt, senior index analyst for Standard & Poor's. The loss was exceeded only by AOL Time Warner's $44.9 billion, or $10.04 per share loss, in the fourth quarter of 2002, he said.

GM Chairman and Chief Executive Rick Wagoner told WWJ-AM in Detroit that the accounting shift is not easy to explain but doesn't have a substantial impact on the business.

"I would stress no impact whatsoever on our cash position, no impact on our ability to use the tax offsets in the future, and from my perspective, really no change whatsoever in our outlook or optimism about the future of getting the business turned around," he said.

What might be considered more troubling for GM is continuing losses in its home market, North America, where it reported a net loss of $247 million without the charge for the latest quarter. That compares with a net loss of $667 million in the year-ago period.

The company reported an overall loss of $1.6 billion, or $2.80 per share, excluding special items. In addition to the accounting change, special items included a $3.5 billion after-tax gain on the $5.4 billion sale of Allison Transmission in August.

The net loss contrasts with rival Toyota Motor Corp.'s announcement Wednesday that its profit for the fiscal second quarter rose 11 percent to a company record $4 billion. Toyota and GM are vying for the title of world's largest automaker by sales this year.

GM's chief financial officer, Fritz Henderson, said the company is bullish about its new products and the money it will save from a new four-year contract with the United Auto Workers, which was approved by workers last month and will be reflected in future quarters. An agreement to put GM's retiree health care liability into a union-run trust won't affect GM's books until 2010, but the automaker will see some benefits from the contract starting next year, he said.

"We feel good about our long-term prospects," he said.

But Henderson wouldn't predict when GM will return to profitability. He said the company faced numerous headwinds it didn't predict at the beginning of 2007, including the strength of the Canadian dollar, rapid escalation in the price of steel and other metals and a weaker than expected U.S. market. He also said GMAC has been hit by volatility in the mortgage market. ResCap has tightened its underwriting criteria and has moved away from the business responsible for those losses, he said, but the outlook for the unit is uncertain.

"At this point I think you have to say that the outlook for the mortgage industry in general is challenging," he said.

The company reported record third-quarter automotive revenue of $43.1 billion and record global sales for the quarter of 2.39 million cars and trucks.

Standard & Poor's analyst Efraim Levy said the near-term outlook for GM has worsened significantly due to reduced sales in the United States and Europe and weakness in the U.S. housing market. S&P cut GM's 12-month target price by $7 to $32.

But David Kudla, CEO of Mainstay Capital Management, said in a note to investors that the huge charge overshadows steady improvement at GM, which has reduced its structural costs and produced some recent runaway hits such as the Cadillac CTS Buick Enclave. The company posted a profit of $122 million in its global operations on the strength of sales in Asia and Latin America.

"International and emerging markets expansion has been very positive for the company, as it establishes a dominant position in large growing markets such as China and India," Kudla said.

The charge, announced after the stock market closed on Tuesday, surprised Wall Street analysts who had expected a relatively small loss excluding special items. Seventeen analysts polled by Thomson Financial expected the company to lose 25 cents per share without the charge. The company's overall net loss amounted to $68.85 per share, compared with a net loss of $147 million, or 26 cents per share, in the third quarter of last year.

Henderson said accounting rules required the company to take the noncash charge because its cumulative three-year quarterly earnings worsened despite some recent profitable quarters. GM lost $10.6 billion in 2005 and $2 billion last year. Henderson said GM's accounting team makes the three-year cumulative loss calculation every quarter and determined it would occur in the third quarter as profitable quarters in 2004 fell out of the three-year time period.

"Once you're in a three-year cumulative loss position, that evidence, as it's described in the accounting literature, is difficult to overcome," he said. "When you look at our near-term outlook, it's pretty challenging. Frankly our conclusion was we needed to do this. We didn't have a lot of discretion."

When the company becomes profitable, the tax benefits could still be used, Henderson said.

He said GM was merely following accounting rules, and the charge was not an error. The company has been plagued by accounting problems in recent years. In early 2006, the automaker restated financial results from 2000 through 2004 because of a litany of errors. GM's 2006 earnings also were delayed after it overstated its deferred tax liability.

GMAC formerly was controlled by GM. Cerberus Capital Management LP and other private-equity firms bought a 51 percent stake in GMAC in November 2006, before weakness in the mortgage industry became widely known.

GMAC on Thursday posted a $1.6 billion loss for the third quarter. It included a $2.3 billion loss at ResCap, which offset profits elsewhere.

GM shares dropped $2.02, or 5.6 percent, to $34.14 in afternoon trading Wednesday.

AP Auto Writer Dee-Ann Durbin contributed to this report.

[Pontiuspilatus]

bei crox habe ich seit gestern den eindruck das die aktie nach oben will aber durch die schlechte börsenlage unten gehalten wird