Azioni Italia (Ex Tiscali) Stock picking intraday 22 ---> 26 Maggio 200
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patt
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felixeco
Forumer storico
Re: ten a +6%
ora è quasi a 38.Salirà ancora in AH ma a questo punto il dubbio è forte se andare over w.e.
Per la cronaca da ieri I.NET si è presa un altro € e 1/2;peccato esserne fuori............ma sto sguazzando negli oil.
x Robin aspetto a switchare tra Ten e Prt...........nella ripresa la cavalla ci ha le ali
patatino ha scritto:
ora è quasi a 38.Salirà ancora in AH ma a questo punto il dubbio è forte se andare over w.e.
Per la cronaca da ieri I.NET si è presa un altro € e 1/2;peccato esserne fuori............ma sto sguazzando negli oil.
x Robin aspetto a switchare tra Ten e Prt...........nella ripresa la cavalla ci ha le ali
patt
Forumer storico
Re: ten a +6%
mi sono fatto tentare dall'over...long su TEN , SRS e CTIC....esposizione limitata....
Auguro a tutti un buon W.end.....
felixeco ha scritto:ora è quasi a 38.Salirà ancora in AH ma a questo punto il dubbio è forte se andare over w.e.
Per la cronaca da ieri I.NET si è presa un altro € e 1/2;peccato esserne fuori............ma sto sguazzando negli oil.
x Robin aspetto a switchare tra Ten e Prt...........nella ripresa la cavalla ci ha le ali
mi sono fatto tentare dall'over...long su TEN , SRS e CTIC....esposizione limitata....
Auguro a tutti un buon W.end.....
fabri69
Forumer storico
Re: ten a +6%
ten le avevo chiuse in asta e riprese in after.
fino a martedi' pomeriggio potrebbe salire forte(altre volte l'ha fatto con un giorno di america chiusa)e gli short che si dovranno chiudere le dovrebbero dare benzina...poi altri short entreranno..e si dovranno chiudere.
questo e' quello che ha scritto ieri il maggior esperto di Tenaris su yahoofinance:
Fake rally?
by: fp_scientist
Long-Term Sentiment: Strong Buy 05/26/06 02:58 pm
Msg: 2528 of 2534
Fake rally? I don't think so.
Long weekend ahead, means modest volumes yesterday & today. Everyone who wanted out, is out. Yet this morning TS made 1.2 million shares in the first hour. That is not a fake really. That is a professional money taking positions and leaving the office early today.
Shoulder season is over, IMO. TS has been trading with the energy stocks for a while. The sell off and rebound followed the oil service stocks. Check OIH (energy holders) or individual stocks like SLB or BTU and compare their charts with TS. They are identical. This sell off was not a company driven event. It was a sector and market event.
Very soon, the market will start focusing on hurricane and driving season. Demand for oil is firm. Supply of crude light very tight. What the saudis can offer, very few want to refine. Drilling, especially in harsh environments and/or deepwater is booming. Two companies own the high-end market: Tenaris & Vallourec. Prices per ton in this sector are 3x regular steel or more. Thus the margins and ebitda. Who is drilling like crazy to keep up with demand? The Saudis. Who is the main semaless provider to Saudi-Aramco? Tenaris.
Compared to peers in the energy service sector, TS still trades at a discount. The discount is not as dramatic as it was 2 years ago but it is still significant compared to HAL, WFT, SLB, or BHI.
TS has come a long way. Yes, it is a 10-bagger since the IPO 3 years ago. But after this sell off, the stock is attractive again. Bought back my full position at 32.60 and low 34s in the last few days plus the 1/3 position I kept (but hedged selling covered calls and long the 40 May puts). I posted about all these trades.
Besides the technicals (oversold, Fib retracement, etc), this stock has great fundamentals. Two news this week had me buying with confidence: GDP is fine and inflation under control. The economy is healthy and chugging along. Will re-evaluate as we go along but the only one thing that can/may bust this energy bull (and TS with it) is a big R (as in RECESSION) coming, and I don't see it in the manufacturing sector... yet. Yes, the US consumer will slow down and the housing market needs to adjust, but TS ia a global company (actually they cannot sell OCTG in the US), so there will be bumps but mark this post, we put a bottom this week.
Have a good Memorial weekend y'all,
fp
Disclaimer: as usual, these are my opinions. Do your own dd and invest at your own risk.
felixeco ha scritto:
ten le avevo chiuse in asta e riprese in after.
fino a martedi' pomeriggio potrebbe salire forte(altre volte l'ha fatto con un giorno di america chiusa)e gli short che si dovranno chiudere le dovrebbero dare benzina...poi altri short entreranno..e si dovranno chiudere.
questo e' quello che ha scritto ieri il maggior esperto di Tenaris su yahoofinance:
Fake rally?
by: fp_scientist
Long-Term Sentiment: Strong Buy 05/26/06 02:58 pm
Msg: 2528 of 2534
Fake rally? I don't think so.
Long weekend ahead, means modest volumes yesterday & today. Everyone who wanted out, is out. Yet this morning TS made 1.2 million shares in the first hour. That is not a fake really. That is a professional money taking positions and leaving the office early today.
Shoulder season is over, IMO. TS has been trading with the energy stocks for a while. The sell off and rebound followed the oil service stocks. Check OIH (energy holders) or individual stocks like SLB or BTU and compare their charts with TS. They are identical. This sell off was not a company driven event. It was a sector and market event.
Very soon, the market will start focusing on hurricane and driving season. Demand for oil is firm. Supply of crude light very tight. What the saudis can offer, very few want to refine. Drilling, especially in harsh environments and/or deepwater is booming. Two companies own the high-end market: Tenaris & Vallourec. Prices per ton in this sector are 3x regular steel or more. Thus the margins and ebitda. Who is drilling like crazy to keep up with demand? The Saudis. Who is the main semaless provider to Saudi-Aramco? Tenaris.
Compared to peers in the energy service sector, TS still trades at a discount. The discount is not as dramatic as it was 2 years ago but it is still significant compared to HAL, WFT, SLB, or BHI.
TS has come a long way. Yes, it is a 10-bagger since the IPO 3 years ago. But after this sell off, the stock is attractive again. Bought back my full position at 32.60 and low 34s in the last few days plus the 1/3 position I kept (but hedged selling covered calls and long the 40 May puts). I posted about all these trades.
Besides the technicals (oversold, Fib retracement, etc), this stock has great fundamentals. Two news this week had me buying with confidence: GDP is fine and inflation under control. The economy is healthy and chugging along. Will re-evaluate as we go along but the only one thing that can/may bust this energy bull (and TS with it) is a big R (as in RECESSION) coming, and I don't see it in the manufacturing sector... yet. Yes, the US consumer will slow down and the housing market needs to adjust, but TS ia a global company (actually they cannot sell OCTG in the US), so there will be bumps but mark this post, we put a bottom this week.
Have a good Memorial weekend y'all,
fp
Disclaimer: as usual, these are my opinions. Do your own dd and invest at your own risk.
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