Viernes 23/07/10 Happy Friday!

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No hay indicadores economicos hoy dia.

Reportan utilidades

Honeywell

Ingersoll-Rand

Kimberly Clark

McDonald's

Schlumberger

Verizon

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Copper July 22,21:53
Bid/Ask 3.1441 - 3.1486
Change -0.0068 -0.22%
Low/High 3.1373 - 3.1577
Charts

Nickel July 22,21:33
Bid/Ask 9.1036 - 9.1490
Change -0.0091 -0.10%
Low/High 9.0764 - 9.1830
Charts

Aluminum July 22,21:30
Bid/Ask 0.8955 - 0.9000
Change -0.0023 -0.25%
Low/High 0.8955 - 0.9023
Charts

Zinc July 22,21:51
Bid/Ask 0.8563 - 0.8608
Change -0.0045 -0.53%
Low/High 0.8518 - 0.8676
Charts

Lead July 22,21:56
Bid/Ask 0.8621 - 0.8667
Change -0.0023 -0.26%
Low/High 0.8576 - 0.8712

[admin]

El ID para la clase es 582-266-008

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Yen down 86.76,

Australia +1.77%, Korea +0.84%,el Shanghai C. -0.10%

Los futures del Dow Jones 11 puntos al alza.

Euro up 1.2887

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Yields up 2.94%

El Nikkei +1.75%

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Au down 1,194.10, oil down 79.09

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Compre la accion de Schlumberger

Los inversionistas han ido long on Schlumberger (la han comprado) empujando la accion 8% al alza esta semana, gracias a su rival Halliburton. Esa compania dijo el Lunes que sus utilidades subieron 83% muy por encima del 28% esperado. La esperanza es que Schlumberger, la compania de servicios mas grande del mundo haga lo mismo cuando reporte utilidades el Viernes.

The Short Story on Schlumberger: Go Long

By LIAM DENNING
Sometimes markets are right for the wrong reasons.

Investors have gotten bullish on Schlumberger, pushing the stock up 8% this week, thanks to rival Halliburton. That company said Monday that its second-quarter earnings rose 83%, far outpacing expectations of a 28% increase. The hope is that Schlumberger, the world's biggest oil-services company, does likewise when it reports second-quarter results Friday.

Yet Wall Street forecasts for earnings per share of 68 cents at Schlumberger imply no growth. That is because Schlumberger and Halliburton differ in a key respect. North America accounted for almost half of Halliburton's second-quarter revenue and provided the biggest boost to earnings. Drilling in shale-gas fields means strong demand for high-margin pressure-pumping equipment and services. This accounts for about a third of Halliburton's North American revenue, according to BofA Merrill Lynch Global Research.

Schlumberger, on the other hand, generates only about a fifth of its revenue from North American oil services. What's more, BofA reckons only about 40% of that earns medium or high margins, compared with north of 60% at Halliburton and Baker Hughes. So while Schlumberger should reap some benefit from the North American drilling boom, potential gains look relatively modest. But this shortcoming may be a long-term strength that is far more important than whether Schlumberger hits the ball out of the park Friday.

The North American gas-drilling boom that has so benefited Halliburton and others is keeping gas prices low through oversupply, sowing the seeds of its own slowdown. When that happens, Schlumberger, with its more international orientation stemming from years of building deep business relationships in areas like the Middle East and Russia, should come into its own.

Ultimately, most of the world's oil and gas is outside the U.S., so that is where oil companies will have to invest. As Jim Crandell of Barclays Capital says, "No one will benefit more from that than Schlumberger."

Plus, Schlumberger looks cheap, historically speaking. Since the start of 2000, Schlumberger's one-year forward price-to-earnings multiple has on average been 25% higher than that of competitors. Today, at 16.8 times expected earnings, the multiple is in line with its peers. That, not Halliburton's outperformance, is why investors are right to snap up shares in Schlumberger.

[admin]

Ford, Honeywell, VerizonView all Stocks to Watch ›
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Stocks to watch Thursday: Amazon, Microsoft
First Take ›

Blue chips' salute to overseas workers
Story
Quotes
Comments Screener Alert Email Print ShareBy Rebecca L. McClay, MarketWatch
SAN FRANCISCO (MarketWatch) -- Among the companies whose shares are expected to see active trade in Friday's session are Ford Motor Co., Honeywell International Inc. and Verizon Communications Inc.

Ford /quotes/comstock/13*!f/quotes/nls/f (F 12.21, +0.12, +0.99%) is expected to report earnings of 40 cents per share and revenue of $29.5 billion for the second quarter of 2010, according to Fact Set.

Honeywell /quotes/comstock/13*!hon/quotes/nls/hon (HON 42.50, -0.16, -0.38%) is expected to report earnings of 57 cents per share and revenue of $8 billion for the second quarter of 2010.

Verizon /quotes/comstock/13*!vz/quotes/nls/vz (VZ 27.10, +0.10, +0.37%) is expected to report earnings of 56 cents per share and revenue of $27 billion for the second quarter of 2010.

Amazon /quotes/comstock/15*!amzn/quotes/nls/amzn (AMZN 106.88, -13.19, -10.99%) reported a strong gain in net earnings for the second quarter on Thursday, but the final results missed Wall Street's estimates thanks to higher-than-expected costs for the period. The company said it earned $207 million, or 45 cents a share, for the period ended June 30. The online retailer saw its shares take a big hit in after-hours trading, falling by 14%, following the results.

McDonalds Corp. /quotes/comstock/13*!mcd/quotes/nls/mcd (MCD 71.15, -0.25, -0.35%) is expected to report earnings of $1.12 per share and revenue of $5.9 billion for the second quarter of 2010.

The McGraw Hill Companies /quotes/comstock/13*!mhp/quotes/nls/mhp (MHP 30.71, +1.49, +5.10%) is expected to report earnings of 60 cents per share and revenue of $1.5 billion for the second quarter of 2010.

New York-based JetBlue /quotes/comstock/15*!jblu/quotes/nls/jblu (JBLU 6.37, -0.01, -0.16%) said it earned $30 million, or 10 cents a share, in the period, up from $20 million, or 7 cents a share, in the same quarter of 2009. Operating income for the quarter was $94 million, a record for the airline.

After the closing bell Thursday, PMC-Sierra Inc. s /quotes/comstock/15*!pmcs/quotes/nls/pmcs (PMCS 8.25, -0.22, -2.60%) said its second-quarter net income was $30.1 million, or 13 cents a share, compared to $7.8 million, or 3 cents a share, in the year-ago period. Revenue was $160.7 million, up from $123.2 million for the same quarter a year earlier. Analysts had been expecting the company to make 19 cents a share, according to data compiled by FactSet Research.

Microsoft Corp. /quotes/comstock/15*!msft/quotes/nls/msft (MSFT 25.72, -0.12, -0.46%) on Thursday reported gains in profit and sales for its fiscal fourth quarter that topped Wall Street estimates, thanks to improving demand for computers loaded with the company's software. Microsoft said net income for the period ended in June rose to $4.5 billion, or 51 cents a share, from $3 billion, or 34 cents a share in the same period last year.

[admin]

Bernanke: estamos en recuperacion de la economia, tenemos las estrategias listas para actuar pero no son necesarias en estos momentos.

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Los futures del Dow Jones 4 puntos.

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Aguila, que sabes de los stress test de los bancos europeos, lei que al parecer vienen con nota positiva, puesto que segun parece adelantaron su publicacion el día de mañana. Esto puede dar impulso al sector financiero en el mundo?

[admin]

Todo eso es puro teatro, hay que ver como toman los resultados los traders, ya he escuchado que el euro debe comenzar a bajar nuevamente pronto.

Para mi que Europa ha salido con lo del stress test solo para calmar al mercado. Todos sabemos que el problema no esta solucionado y que especialmente la banca Francesa y Alemana esta hasta el cuello con la deuda soberana de Grecia, Espania y los demas paises con problemas.

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Las ventas de Windows 7 y Office impulsan la ganancia de Microsoft

Por John Kell
Dow Jones Newswires

Microsoft Corp. informó el jueves que su ganancia neta subió 48% durante su cuarto trimestre fiscal gracias a que la firma de tecnología se benefició con la alta aceptación del sistema operativo Windows 7 y la nueva versión de su conjunto de software Office.

La compañía se benefició del incremento del gasto en computadoras tanto de empresas como clientes, que repuntó frente al mismo período del año anterior en que se observó poca disposición a gastar en software. Los resultados de Microsoft se beneficiaron además por las ventas de Windows 7, que fue lanzado a fines de 2009 y es el sistema operativo de mayor venta en la historia de la empresa.

El director de operaciones, Kevin Turner, atribuyó los buenos resultados del trimestre a la fortaleza de las ventas en todo el mercado, en particular Windows 7 y Office 2010. El ejecutivo dijo que la transición de la compañía a los servicios de computación "en nube" está bien encaminada, y que esperaba que el impulso continuara este otoño con los próximos lanzamientos de Windows Phone 7 y Xbox Kinect.

Microsoft registró una ganancia neta de US$4.520 millones, o 51 centavos por acción, durante el cuarto trimestre, un aumento de 48% frente al beneficio de US$3.050 millones, o 34 centavos por acción, en el mismo período del año anterior.

Los ingresos se expandieron 22% a US$16.040 millones.

Según una encuesta de Thomson Reuters, los analistas en Wall Street esperaban, en promedio, que la compañía anunciara una ganancia trimestral de 46 centavos por acción e ingresos de US$15.270 millones.

Los ingresos se expandieron en los cinco segmentos de la compañía. Las ventas de la división de clientes escalaron 44% y sus ganancias subieron 59%. Las ventas de servidores y herramientas se incrementaron 14%. Los ingresos de servicios en línea subieron 13%.

Las ventas de la división de empresas se incrementaron 15% y sus ganancias escalaron un 21%.

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Microsoft espectacular.