"No man can become rich without himself enriching others"
Andrew Carnegie



Wednesday, May 11, 2011

Stock Tips & News



ly Crux



Daily Crux
Jim Rogers: The dollar is set to rally now... but it's a "total disaster" in the long term
"The situation is getting worse and I expect to see severe problems in the U.S..."
Top manager Grantham turns bearish on stocks... Says market is "badly overpriced"
"Now is not the time to float along with the Fed, but to fight it..." 



Top News

By AP, NEW YORK — Kosmos Energy Ltd.'s stock gained 5 percent in its first day of trading on the New York Stock Exchange. The oil exploration and production company's shares traded at $18.85 ...


By Lucy Meakin May 11 (Bloomberg) -- The euro will “grind higher” against the dollar in volatile trading as policy makers discuss extending aid to debt-wracked Greece, BNP Paribas SA said. The ...


Italian authorities have put four people under investigation in a market-rigging and insider-trading probe concerning French dairy group Lactalis's bid for Parmalat SpA (PLT.MI), police sources ...


By Chuck Mikolajczak NEW YORK, May 11 (Reuters) - US stocks faltered on Wednesday after a three-day rally as falling crude prices hurt energy stocks and disappointing Disney earnings dragged down the Dow industrials.


Raj Rajaratnam, co-founder of Galleon Group LLC, arrives at federal court in New York, US, on May 11th, 2011. Photographer: Peter Foley/Bloomberg May 11 (Bloomberg) -- Seth Berenzweig, managing partner at Berenzweig 


Madoff Trustee Drops $3.8B in Fairfield Funds Claims The Bernard Madoff bankruptcy trustee has dropped his $3.8 billion claims against the liquidators of Fairfield Greenwich funds that funneled investor money to the convicted conmans business. [more
Another Hedge Fund Insider Trading Trial Set to Go While Galleon Group founder Raj Rajaratnam waits for a federal jury to return a verdict, another alleged insider trading trial of a hedge fund trader is getting set to start. [more]
Chelsea Clinton's New Husband to Start Hedge Fund The husband of newlywed Chelsea Clinton is reportedly starting up his own private hedge fund in the next few months, the New York Daily News reports. [more]

Daily Crux
An important measure shows no slowdown in the global economy
Cargo traffic is surging to eight-month highs...
Inflation is surging in China... Prices up 5% last month...
"Building airports that no one uses, cities that no one lives in, and malls that no one shops in cannot go on forever."




China inflation sparks surplus concerns
China's inflation figures released today show consumer prices rose 5.3 per cent in the year to April, sparking predictions the Asian giant's economy will soon begin to slow down.


And then there it was: pretty much budget as expected
And so after a couple weeks of announcements that the budget would be tough (you know a Horror Budget), out came a budget that well... was pretty much as expected. It was a fairly typical Labor budget - ie not a left-wing, Ben Chifley budget, but a Hawke-Keating budget. And as is always the case, the Government will be trying to tell us it was tough but fair for those 'doing it tough', and the Opposition will say they were not only not tough they were not fair on 'families'.

The Washington Post
Senate Dems: End big oil’s tax breaks
Senate Democrats announced a plan Tuesday to eliminate federal tax breaks for the five biggest oil companies to help cut the deficit. (By Philip Rucker and Lori Montgomery) 
Obama focuses on national debt, invites Democrats to White House on Wednesday
WASHINGTON — President Barack Obama is wading into the swirl of deficit-trimming budget plans, looking to cast himself as a broker in the struggle to tame the federal debt.
( Associated Press Associated Press , AP) 

BP gets regulatory OK to buy 10 deep water exploration blocks in Brazil
LONDON — Oil company BP says it has gained final regulatory approval in Brazil to buy 10 deep water exploration and production blocks. ( Associated Press Associated Press , AP) 
Defense cuts, gays in military on agenda as House panel begins work on $553B Pentagon budget
WASHINGTON — President Barack Obama’s deficit-driven campaign to cut defense spending and the pace of withdrawal of U.S. forces from Afghanistan loom as divisive issues as a Republican-controlled House panel begins putting together the Pentagon’s budget for next year.
( Associated Press Associated Press , AP)
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Gold and China, silver and volatility - Edel Tully, UBS

A look at where gold goes from here with a focus on China's continuing role

Domestic Chinese silver consumption has outpaced China's silver supply-CPM Group

Precious metals consultants, CPM Group, predict Chinese silver fabrication demand will rise 15.6% to 177.2 million ounces this year, well exceeding the forecast 104.6 million of domestic silver mining production.    Wednesday , 11 May 2011

With 100 hot ones to choose from can you really call gold stocks "scarce"?

With a list of 100 hot gold stocks, we take a look at some of the other reasons why Barrick may have decided to make a bid for Equinox Minerals    Tuesday , 10 May 2011

Jeff Nichols' 11 reasons to be bullish on gold - factors that could drive it to $5000

$1700 gold this year, $2000 next and possibly $3000 or perhaps $5000 this decade before it eventually falls back are Jeff Nichols' predictions for the gold price.    Wednesday , 11 May 2011 

Soaring rare earth prices help Molycorp narrow quarterly loss

Shares in the rare earth miner fell as much as 5% in aftermarket trading after the group said it had narrowed its quarterly loss but, failed to meet analyst expectations    Wednesday , 11 May 2011 

Lundin Mining reports 37% increase in quarterly profit

High metal prices and increased production helped to boost the diversified base metal miner's profits to $71.2m for the quarter    Wednesday , 11 May 2011

Strong prices, shipments to push earnings to post-crisis high in Q2 - ArcelorMittal

The world's largest steel-maker, which reported better-than-expected Q1 earnings, said it expects earnings to reach a post-crisis high in the current quarter of between $3bn and $3.5bn    Wednesday , 11 May 2011 

Chinese bid for uranium stock Kalahari withdrawn

China Guangdong had to withdraw its offer for Kalahari Minerals as UK takeover panel would not allow it to make reduced offer.    Tuesday , 10 May 2
011


Toyota profit plunges 77%
Japan's top auto maker posts a 77% profit drop for fourth quarter. Fiscal-year earnings nearly double. 
HSBC seeks up to $3.5 billion in cost cuts
Japan retailers feel disaster impact
HSBC: Cuts up to $3.5B
Bank will review U.S. credit-card and branch network, will retool or sell less-profitable units.
Porsche upgraded
ArcelorMittal net, shipments up
Roche submits skin cancer drug for U.S.. EU OK 
China Real Time Report
Asia Today: Gap, A&F, Apple Head to Hong Kong

Abercrombie & Fitch, Gap and Apple are the latest U.S. retailers coming to Hong Kong as they seek to attract Chinese consumers. WSJ's Jake Lee, Jason Chow and Amol Sharma discuss.

http://blogs.wsj.com/chinarealtime/?p=13751?mod=djemChinaRTR_tEconomists React: Inflation Higher Than Expected

China's consumer price index grew faster than expected in April, rising 5.3% year-on-year, driven largely by 11.5% jump in food prices. Analysts weigh in.

http://blogs.wsj.com/chinarealtime/?p=13750?mod=djemChinaRTR_t


Facebook may have leaked your personal information: Symantec May 11, 2011 12:46 AM ET (Reuters) - Facebook users' personal information could have been accidentally leaked to third parties, in particular advertisers, over the past few years, Symantec Corp said in its official blog. | Full Article
Illegal immigrants arrive in grand style May 10, 2011 09:16 AM ET NEW YORK (Reuters) - A Malaysian man faces charges of attempting to smuggle nine Chinese illegal immigrants into the United States as passengers on board the luxury RMS Queen Mary 2 ocean liner, officials said on Monday. | Full Article
AIG, Treasury to sell nearly $9 billion in stock May 11, 2011 07:54 AM ET NEW YORK (Reuters) - American International Group will sell 100 million shares and the U.S. Treasury will sell 200 million shares, as the bailed-out insurer begins its return to public control. | Full Article
EU goes slow on new aid, Greeks strike over cuts May 11, 2011 06:46 AM ET ATHENS/BRUSSELS (Reuters) - EU finance ministers will discuss Greece's debt crisis next week but will not decide on new emergency aid until a mission to strike-hit Athens that began on Wednesday gives its verdict on progress on reforms. | Full Article
Toyota vows to stay in Japan as quake hits Q4 May 11, 2011 07:49 AM ET TOKYO (Reuters) - Japan's biggest earthquake on record hit Toyota Motor's quarterly profits harder than expected, but the company renewed its pledge to keep building cars here despite the huge strain on its business from supply disruptions and a strong yen. | Full Article
Morning Market Briefing 

British visible trade gap increased in March on falling exports and rising imports. Meanwhile, the first quarter deficit narrowed to the lowest since the final three months of 2009. (May 11, 2011) Full Article


The Walt Disney Co. (DIS) Tuesday reported a lower second-quarter profit as a 13 percent drop in Studio Entertainment revenues softened the overall rise in revenues. The results missed analysts' estimates. (May 11, 2011) Full Article


Israel-based Teva Pharmaceutical Industries Ltd. (TEVA) reported Wednesday a higher first-quarter profit on the back of strong sales growth in Europe. Adjusted earnings exceeded expectations, but revenues fell short. The company also reaffirmed its 2011 financial guidance. (May 11, 2011) Full Article
Toyota Motor Corp. (TM, TYT.L) Wednesday said fourth-quarter profit plummeted on the impact of the Great East Japan Earthquake. (May 11, 2011) Full Article
 
 

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