Viernes 24/02/12 Ventas de casas nuevas

[El_Diez]

Buen dato RISTA, lo voy a tener en cuenta.
Gracias.

[admin]

http://online.wsj.com/public/page/espanol-inicio.html

[admin]

La demanda de la gasolina esta por debajo del promedio de los ultimos 10 anios, sin embargo el petroleo sigue subiendo por la amenaza de Iran. Totalmente especulativo si no pasa nada, si algo pasa, el petroleo esta regalado.

Oil up 109.66

VIX up 17.31

Yen down 81.16

Au down 1,772, futures cu up 3.86

Euro up 1.3452

Reportan que los Griegos han sacado su dinero de Grecia. (los ricos)

Clinton: Rusia y China no estan del lado del pueblo Sirio.

Yields down 1.98%

El Dow Jones perdio 1.74 puntos y no logra sostenerse en 13,000 puntos.

Venezuela acordo que un grupo Chino desarrolle su mina de oro Las Cristinas.

[admin]

SPANISHFEBRUARY 24, 2012, 5:23 P.M. ET
El Standard & Poor's 500 cerró en su mayor nivel desde 2008

Por CHRIS DIETERICH

NUEVA YORK— El índice Standard & Poor's 500 cerró en su mayor nivel desde 2008, al tiempo que la mayoría de las acciones recibieron un impulso por las cifras económicas superiores a lo previsto, aunque los mayores precios del petróleo ayudaron a limitar los avances.

El S&P 500 subió 2,28 puntos, o 0,17%, a 1.365,74, su mayor precio de cierre desde junio de 2008. El Promedio Industrial Dow Jones perdió 1,74 puntos, o 0,01%, a 12.982,95, al tiempo que su primer cierre sobre 13.000 en casi cuatro años sigue siendo esquivo. El Índice Compuesto Nasdaq añadió 6,77 puntos, o 0,23%, a 2.963,75.

Las acciones de los sectores de tecnología y servicios básicos encabezaron los avances, mientras que las del sector financiero quedaron rezagadas. American Express lideró al Dow, al ascender 1,3%, mientras que Hewlett-Packard perdió 1,5% arrastrando a la baja al Dow por segunda sesión consecutiva.

Las acciones subieron tras las positivas lecturas en el frente económico estadounidense, pero cedieron sus avances en la tarde en medio de un bajo volumen de negociaciones.

Las cifras mostraron que la percepción de los consumidores estadounidenses sobre la economía del país siguió mejorando a fines de febrero. El índice final de percepción del consumidor que compila la Universidad de Michigan y Thomson Reuters se ubicó en 75,3 a fines de febrero, lo que se compara con la lectura preliminar para el mes de 72,5 y de 75,0 a fines del mes anterior.

En tanto, las ventas de viviendas nuevas en EE.UU. disminuyeron en enero luego de que la incertidumbre sobre la economía llevara a más estadounidenses comprar propiedades usadas.

En noticias corporativas, American International Group subió 1,5% tras informar una ganancia operativa muy por sobre las estimaciones, y señalar que probablemente informaría ganancias sustentables en los próximos años.

El Paso ascendió 1,5% luego que The Wall Street Journal informara que Apollo Global Management se acerca a un acuerdo para comprar la filial de exploración de petróleo y gas de El Paso por cerca de US$7.000 millones.

En otras noticias de acuerdos, Kenneth Cole Productions se empinó 19% luego que Kenneth Cole ofreciera sacar de bolsa a la empresa del mismo nombre en una operación que avalúa a la compañía en cerca de US$280 millones.

Crocs bajó 5% tras informar una ganancia para el cuarto trimestre que superó las expectativas, pero entregara una proyección para sus ganancias del primer trimestre inferiores a las estimaciones actuales.

[admin]

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[admin]

En la ultima decada las acciones de AAPL se han duplicado cinco veces. AAPL es la envidia de las demas compañías grandes y pequeñas, en el ultimo trimestre sus ventas subieron 73% y sus ganancias fueron mas del doble.

Seguirá subiendo su PE es solo de 15.


UPSIDEFEBRUARY 25, 2012
Apple at $500: Is It Time to Double Down—or Walk Away?
By JACK HOUGH


With Apple shares having recently topped $500, how soon might they hit $1,000?

That is an impatient thought for an investor, perhaps. But Apple shareholders have gotten used to fast gratification: The share price has doubled five times in the past decade.

Although Apple already is America's largest company by stock-market value, there are several reasons to believe that it can grow much larger. But it is far from a sure thing, and prospective buyers already may have more exposure to the stock than they think if they own index funds.

Apple's recent growth is the envy of most companies, large and small. Sales jumped 73% and earnings more than doubled during its quarter ended Dec. 31.

By one measure, Apple stock remains reasonably priced. It sells for just under 15 times the company's earnings over the past four quarters, according to Thomson Reuters data. That is in line with the historic average for U.S. stocks and below the current median of nearly 17 for companies in the Standard & Poor's 500-stock index.

"Apple is priced like a slow grower because investors aren't used to dealing with a company this big that's growing this fast," says Daniel Ernst, an analyst at Hudson Square Research in New York.

Mr. Ernst, whose price targets on the stock have long been among Wall Street's highest, says Apple should be worth $700 a share today.

A doubling of the stock price from Friday's $522.41 would put Apple's market value at over $900 billion. No U.S. company has ever been that large.

Such a value seems plausible, however. Microsoft reached a value of around $600 billion in late 1999, which is more than $800 billion in today's dollars. It was helped by a tech-stock boom, but Apple today produces more than triple the profit that Microsoft did back then, not adjusted for inflation.

Gaining Market Share
Another important difference: Microsoft in late 1999 controlled more than 90% of the market for personal-computer operating systems, according to some estimates. Apple controlled 26.6% of the mobile-computing market in the fourth quarter of 2011, including notebooks and tablets, according to NPD DisplaySearch, which provides research for the display industry. Its smartphone market share was 23.9% in the fourth quarter, according to Strategy Analytics, a technology consultant.

"Apple has plenty of room to gain market share in the U.S., and even more in emerging markets like China," says Michael Walkley, who covers Apple for Toronto investment bank Canaccord Genuity.

Mr. Ernst and Mr. Walkley both say Apple stock could hit $1,000 within three years. That would require an extraordinary return of close to 25% a year. The 50-year average for the S&P 500 is about 9% a year, not adjusted for inflation.

Both analysts cite Apple's record of creating large new markets (iPods, smartphones, tablet computers) and its cash and investments of nearly $100 billion. Both also think a dividend payment could attract a new crowd of buyers to shares, especially among income-seeking mutual funds.

Apple pays no dividend and hasn't announced plans to start, but Chief Executive Tim Cook told shareholders Thursday the cash is "more than we need to run the company" and that management is thinking "very deeply" about what to do with it.

A customer walks under an Apple logo sign at an Apple store in Shanghai on Feb. 22.

Only five of 57 analysts with published recommendations on Apple are neutral or negative. Colin Gillis at BGC Partners in New York, who calls the stock a "hold," says that for Apple to impress investors from here it must "smash earnings forecasts to pieces, and that's a difficult position."

Edward Zabitsky, founder of Toronto-based ACI Research, says these days he often is referred to as "the guy who says to sell Apple," being the only analyst with that recommendation. "It feels a little lonely," he says.

Betting on Mobile Broadband
In Mr. Zabitsky's view, Apple will lose its pricing power as mobile Web browsers become more powerful, because users will no longer need phones and tablets that support a large universe of specialized programs. Stock buyers should bet on mobile broadband companies like Verizon Communications and AT&T and on content owners like Walt Disney, he says.

Who's right? Brian Lazorishak says he isn't sure, but a 52% run-up in the stock over the past year has left him with more exposure than he wants as a portfolio manager at Chase Investment Counsel in Charlottesville, Va., which oversees $700 million. He is selling a portion of his position.

Other investors may likewise find they have more Apple exposure than they want—or know. The stock makes up nearly 4% of the S&P 500 index, which weights companies by size. And Apple contributed about 6% of the index's fourth-quarter earnings, according to Howard Silverblatt, senior index analyst at S&P.

Without Apple beating Wall Street forecasts by 37% last quarter, the 500 index would be on track to fall 3% short of earnings forecasts, instead of meeting them, Mr. Silverblatt says.

Investors who are determined to bet on one more doubling for Apple stock might want to content themselves with buying the Technology Select Sector SPDR, an exchange-traded fund. It tracks the tech sector of the S&P 500, in which Apple has a nearly one-fifth weighting. But it also has plenty of exposure to companies like International Business Machines, Google, Microsoft and AT&T, just in case Apple stumbles.

After all, giants like Apple face long odds. Between 1952 and 2009, shares of the largest companies in their sectors by market value each year tended to underperform peers over the following decade by more than three percentage points a year, according to Robert Arnott, founder of Research Affiliates, a Newport Beach, Calif., money manager.

Apple has recently shown a knack for beating such odds. But most stock investors probably already have enough of a stake in the company's success, whether they hold individual shares or not.

[admin]

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[admin]

Jefe del Eurogrupo no puede descartar un tercer rescate a Grecia
viernes 24 de febrero de 2012 22:05 GYT Imprimir [-] Texto [+]
LONDRES (Reuters) - El jefe del Eurogrupo de ministros de Finanzas de la zona euro, Jean-Claude Juncker, dijo el viernes que no puede descartar que Grecia vaya a necesitar un tercer rescate.

Los ministros de finanzas de la zona euro lograron el martes un acuerdo sobre un segundo programa de rescate para Grecia que incluye nuevo financiamiento por 130.000 millones de euros y apunta a reducir la deuda helena a un 121 por ciento del PIB para el 2020.

Cuando se le preguntó en una entrevista televisiva si podía estar seguro de que Grecia no necesitaría de un tercer rescate, Juncker dijo: "Realmente no es posible excluir eso, aunque no deberíamos tener como punto de partida la idea de que un tercer programa será necesario".

"Nosotros dejamos claro el martes en Bruselas que estamos listos para apoyar a Grecia incluso más allá del período de tiempo de este programa, pero tengo buenas razones para creer que nosotros no deberíamos involucrarnos ahora en un debate sobre un 'posible' tercer programa. Ahora nosotros deberíamos (...) implementar el segundo", afirmó, en una entrevista con David Frost para Al Jazeera.

Cuando se le preguntó sobre la opinión de algunos expertos respecto a que una cesación de pagos de Grecia es inevitable, Juncker dijo: "No veo que Grecia vaya a optar por una moratoria".

La zona euro está haciendo todo para evitar una cesación de pagos desordenada de Grecia, que tendría "consecuencias trágicas, no sólo para Grecia, sino para toda la zona euro como tal", declaró.

Sobre si Grecia tendría éxito en su lucha por permanecer en la zona euro, Juncker dijo: "Nunca se puede excluir una nueva crisis, aunque yo considero que, luego de estar al centro de una amenaza global, nosotros estamos volviendo lentamente a territorio seguro".

Bajo el acuerdo, los tenedores privados de deuda griega asumirán una pérdida del 53,5 por ciento del valor nominal de sus bonos.

Sin embargo, Juncker dijo que él cree que los tenedores privados prestarán nuevamente dinero a Grecia.

"Debido a que el sector privado y el sector oficial ahora pueden ver el futuro griego y el futuro del euro con optimismo, no creo que representantes del sector privado se vayan a alejar de Grecia", afirmó.

Juncker dijo que estaba "satisfecho" con la reacción mundial ante el acuerdo que se alcanzó con Grecia esta semana. Los mercados financieros han reaccionado de "manera apropiada" y las "cosas tienen que mejorar", sostuvo.

"Realmente no hemos comenzado a regocijarnos por el acuerdo. Nadie está bailando sobre la mesa (...) tuvimos que cumplir en orden para restaurar la estabilidad en Grecia y la credibilidad sobre Grecia", concluyó.

[admin]

Bolsa de Valores de Lima acabó la semana con resultado mixtos

En la jornada, en la que se registró S/.49,21 millones como monto negociado, el Índice General avanzó levemente 0,04%

Viernes 24 de febrero de 2012 - 06:50 pm

(Foto: Archivo El Comercio)
Al cierre de sus operaciones de hoy, la Bolsa de Valores de Lima (BVL) presentó indicadores mixtos tras dos bajas sucesivas y ante la preocupación por el alza del precio del crudo y pese a datos estadounidenses favorables.

El principal indicador de la plaza limeña, el Índice General, bajó 0,04% hasta los 22.825 unidades; mientras que el Índice Selectivo ganó 0,13% hasta 31.535 enteros.

En la jornada el monto negociado en acciones se situó en S/.49,21 millones producto de las 1.196 operaciones de compra y venta.

Asimismo, entre las principales acciones que presentaron una evolución negativa en la BVL están las de Universal Textil (-16,67%), Río Cristal (-7,14%) y Luna Gold (-6,15%).

[admin]

US esta tomando posiciones militares mar y tierra en el Golfo Persico para evitar que Iran bloquee el estrecho de Hormuz.

MIDDLE EAST NEWSFEBRUARY 25, 2012
U.S. Bulks Up Iran Defenses
Pentagon Plans New Sea, Land Measures to Counter Any Attempt to Close Persian Gulf Oil Gateway

By ADAM ENTOUS and JULIAN E. BARNES
The Pentagon is beefing up U.S. sea- and land-based defenses in the Persian Gulf to counter any attempt by Iran to close the Strait of Hormuz.

The U.S. military has notified Congress of plans to preposition new mine-detection and clearing equipment and expand surveillance capabilities in and around the strait, according to defense officials briefed on the requests, including one submitted earlier this month.

The military also wants to quickly modify weapons systems on ships so they could be used against Iranian fast-attack boats, as well as shore-launched cruise missiles, the defense officials said.

The readiness push is spearheaded by the military's Central Command, which oversees U.S. forces in the Gulf region, these officials said. It shows the extent to which war planners are taking tangible steps to prepare for a possible conflict with Iran, even as top White House and defense leaders try to tamp down talk of war and emphasize other options.

The Iranian navy conducting war blacklisted_site in the Strait of Hormuz, in southern Iran, on Jan. 1.

The changes put a spotlight on what officials have singled out as potential U.S. shortcomings in the event of conflict with Iran. The head of Central Command, Marine Gen. James Mattis, asked for the equipment upgrades after reviews by war planners last spring and fall exposed "gaps" in U.S. defense capabilities and military preparedness should Tehran close the Strait of Hormuz, officials said.

The Central Command reviews, in particular, have fueled concerns about the U.S. military's ability to respond swiftly should Iran mine the strait, through which nearly 20% of the world's traded oil passes.

"When the enemy shows more signs of capability, we ask what we can do to checkmate it," a U.S. military officer said. "They ought to know we take steps to make sure we are ready."

Tensions with Iran have soared as the U.S. and its allies have tightened sanctions against the country over its nuclear program. Tehran has responded by threatening to close the strait. Israel has accused Iran of being behind a recent series of botched bombing plots targeting Israeli diplomats, a charge Iran denies. Iranian officials, in turn, accuse Israel and the U.S. of conducting a secret campaign to assassinate scientists working on Iran's nuclear program. The U.S. has denied the accusation, while Israel has declined to comment

Iran Is Ramping Up Nuclear-Fuel Output
New suspicions over Iran's nuclear ambitions emerged Friday. In a report, the International Atomic Energy Agency, the United Nations' nuclear watchdog, said Iran has increased its stockpile of uranium that is enriched beyond the purity level needed for civilian power reactors, and begun producing it under a mountain of rock and soil that some U.S. and Israeli officials say could be immune from attack.

Iran denies it is trying to build atomic weapons. It refused this week to allow U.N. inspectors access to suspected weapons sites, adding doubts to prospects for negotiations.

The U.S. is concerned that Israel—which believes that Tehran will soon be able to assemble a weapon, and that time is running short to stop the bid—may choose to strike Iran by this autumn to stymie such a program. That, defense officials worry, could provoke retaliation that could prompt U.S. military action to defend its troops and key allies, and to keep the Strait of Hormuz open.

U.S. sailors loading a lightweight torpedo.

The U.S. moves outline the potential shape of a conflict between Iran and the West: Iran could rapidly mine the strait and use heavily armed speedboats to attack or ram Western ships trying to clear the waterway. A successful Iranian attack on a U.S. warship could drag America into a larger conflict.

Central Command officials have told lawmakers they want the new mine-detection systems fielded before this fall, according to defense officials, underlining the urgency of preparedness.

In addition, U.S. special-operations teams stationed in the United Arab Emirates would take part in any military action in the strait should Iran attempt to close it, defense officials said. A military official said these forces have been working to train elite local forces in Gulf nations including the U.A.E., Bahrain and Kuwait, but added: "They would be used in the event of active operations."

According to defense officials, the Pentagon submitted a request to Congress on Feb. 7 on behalf of Central Command seeking to reallocate $100 million in defense funding to "bridge near-term capability gaps" in the Persian Gulf.

Strategic Gulf

U.S. forces are beefing up to face a possible threat from Iran. Among the upgrades the military has requested:

Torpedoes, torpedo defenses

Decoys as countermeasures against torpedoes
Equipment to detect opposing submarines
Fast-boat defense

Upgrade MK38 Naval gun
Test U.S. Javelin and Griffin missiles against fast boats
Technologies to stop small vessels by entangling propellers
Mine defense

Purchase additional SeaFox systems, remotely controlled antimine drones
Improve surveillance capability

Retrofit existing infra-red and electro-optical surveillance systems for aircraft carriers
Expand use of highresolution images to identify mines and other threats
Purchase small Scan Eagle drone to improve surveillance of swarms of small boats
U.S. Department of Defense

The request has yet to be made public because it is still being studied by lawmakers, defense officials said. The money will be used to upgrade patrol craft and unmanned drones, as well as to add small arms on surface ships, the officials said.

Congress was told the money was urgently needed, according to an official briefed on the plan. "You can buy it and deploy it rapidly," the official said.

The new money comes on top of changes made last summer that provided Central Command with about $200 million for additional upgrades, some of which could be used in areas outside the Persian Gulf, defense officials said. The earlier request, which included money for a torpedo defense system, airborne antimine weapons and new cyber-weapons, was made by defense officials and backed without fanfare by Congress.

That request also included additional deployments of the SeaFox underwater drone, which is launched from a helicopter and uses a warhead to destroy mines. The system was deemed "an urgent operational need" by the U.S. Fifth Fleet, according to Navy officials.

The Pentagon and other U.S. agencies generally submit such reprogramming requests when they can't wait until the next fiscal year. The Pentagon started making some adjustments as early as a year ago, but those didn't require reprogramming.

The Pentagon told Congress that some of the new money would be used to modify existing weapons systems to be used against seaborne threats in the Persian Gulf and, specifically, the Strait of Hormuz.

Iran's Islamic Revolutionary Guard deploys some of the fastest naval vessels in the Persian Gulf. These craft may be small—only 17 meters, or 56 feet, long in some cases—but they can carry machine guns, torpedoes and the Iranian-made "Kowsar" antiship cruise missile. Some can reach speeds of 60 to 70 knots, according to U.S. military intelligence analysts.

A ScanEagle unmanned aerial vehicle launching from the USS Comstock in May 2011.

Antitank weapons are being reconfigured for use against swarms of these boats that could threaten U.S. warships, the Pentagon told Congress. Similarly, rapid-fire machine guns designed to shoot down missiles are being tested for use against small boats.

Pentagon war planners believe the addition of smaller-caliber guns would quickly make U.S. destroyers, which were designed mainly to fight other large ships, more effective against the Iranian craft.

"We are using capabilities we already have in a different way," a senior defense official said.

The additional money for equipment upgrades is on top of the nearly $82 million the Pentagon sought in January to improve its largest conventional bunker-buster bomb, the 30,000-pound Massive Ordnance Penetrator.

The bomb, officials said, was designed to take out bunkers like those used by Iran to protect its most sensitive nuclear development work.

Western intelligence agencies had long suspected that the Iranian navy had between 2,000 and 3,000 mines, largely of Soviet or Chinese origin. But new intelligence suggests Iran may have as many as 5,000, including newer types that may be more powerful and harder to detect.

U.S. forces would also need to contend with Iran's coastal air-defense system, shore-based artillery, Kilo-class and midget submarines, remote-controlled boats and unmanned kamikaze aerial vehicles, according to current and former U.S. officials.

The U.S. Navy has 14 minesweepers, three of which are stationed in Bahrain. Mackenzie Eaglen, a fellow at the American Enterprise Institute, said U.S. minesweeping capabilities have slipped because the military has deferred critical maintenance, a shortcoming it is "working overtime" to address.

—Keith Johnson and Jay Solomon contributed to this article.
Write to Adam Entous at adam.entous@wsj.com and Julian E. Barnes at julian.barnes@wsj.com

[admin]

El Viernes dieron la noticia que confirma que Iran posee una cantidad de uranio
muy superior a la que se necesita para objetivos civiles.

O sea que Israel no esta loca.

US quiere evitar que Israel ataque a Iran.

[admin]

Iran tiene barcos relativamente pequenios pero muy veloces.

[admin]

Buffett le dice a sus accionistas que ya tiene la persona que lo reemplazara cuando se retire. No tiene planes de retirarse todavia.

[Luis04]

Colombia reserva 313 áreas mineras para adjudicarlas selectivamente

Esta medida busca poner fin al caótico sistema de adjudicar títulos a quien primero lo solicite, lo que provocó una acumulación de grandes extensiones en unas pocas personas que no desarrollaron los proyectos.

Las áreas se definieron teniendo en cuenta que no haya conflictos con títulos vigentes

Bogotá.
Colombia reservó 313 zonas, con una extensión de 2,9 millones de hectáreas, como áreas estratégicas mineras que adjudicará por subastas en su intención de aumentar la producción de minerales como oro, cobre, uranio y hierro, anunció este jueves el presidente Juan Manuel Santos.

La decisión de reservar áreas para entregar a inversores que cumplan con estándares de responsabilidad social y ambiental, busca poner fin al caótico sistema de adjudicar títulos a quien primero lo solicite, lo que en concepto de expertos provocó una acumulación de grandes extensiones en unas pocas personas que no desarrollaron los proyectos.

"Estamos hablando de 313 zonas de un mínimo de hectáreas, que suman 2,9 millones de hectáreas, en 15 departamentos", dijo Santos en el Primer Congreso Anual de Minería a Gran Escala, que se realiza en la caribeña ciudad de Cartagena.

Actualmente el área titulada para minería en el país es de cinco millones de hectáreas, por lo que las zonas de reserva equivalen al 60% de lo destinado al desarrollo minero.

Santos anunció que la entrega de las zonas mineras se realizará a través de procesos de selección objetiva, con el propósito de estimular la sana competencia del sector y para que se desarrollen proyectos de diversos tamaños que cumplan con los estándares de responsabilidad social y ambiental.

"Hoy Colombia puede darse el lujo y está en la obligación de escoger a aquellos inversionistas que estén en capacidad no sólo de producir ganancias y utilidades, sino también de generar desarrollo sostenible", afirmó.

El mandatario explicó que el desarrollo minero de Colombia no sólo estará concentrado en oro y carbón, sino que busca impulsar la explotación de platino, cobre, fosfato, potasio, magnesio, uranio y hierro, entre otros minerales.

Las áreas de reserva se definieron teniendo en cuenta lugares en donde no hay conflictos con los títulos vigentes, ni con las solicitudes mineras en trámite, y tampoco están ubicadas en zonas vetadas por razones ambientales.

"Todo este trabajo que hemos venido haciendo nos permite enviar un mensaje contundente para la confianza inversionista", destacó el mandatario.

Colombia vive un auge en inversión destinada principalmente a los sectores petrolero y minero por unas mejores condiciones de seguridad que se lograron después de una ofensiva militar apoyada por Estados Unidos que obligó a la guerrilla a replegarse a apartadas zonas montañosas y selváticas.

La ofensiva permitió recuperar para las actividades de exploración y explotación extensas zonas que antes controlaban los grupos guerrilleros que enfrentan al Estado en medio de un violento conflicto de casi cinco décadas.

La inversión extranjera en Colombia alcanzó en el 2011 los US$14.800 millones y para este año el gobierno espera que aumente a US$16.000 millones.

Aunque la explotación minera está concentrada en carbón y oro, el gobierno busca que se extienda a otros productos como el platino, el cobre, uranio, hierro y coltan (mineral usado para fabricar productos de tecnología avanzada).

Colombia es el cuarto exportador mundial de carbón y en el 2011 su producción fue de 85,8 millones de toneladas, un aumento de un 15,4% en comparación con el 2010.

[admin]

Berkshire perdio 30% en el cuarto trimestre.