Debatforum

Iflg. CNBC så skulle FED i aften have nedsat den amerikanske styringsrente til 0 og iværksætte et støtteprogram på 700. Mia $. Selvfølgelig ved man aldrig hvordan markedet reagerer. Sidst virkede det jo kontraproduktivt, men objektivt set skulle det vel være et positivt signal.

Broadcom har modsat Oracle naevnt virus et par gange i deres presse-meddelelse. Jeg holder meget oeje med aendrede forventninger lige for tiden. Jeg faar lige for tiden en e-mail, hver gang virus bliver naevnt i en 8K-formular. Broadcom Inc. Announces First Quarter Fiscal Year 2020 Financial Results, Quarterly Dividend and Updated Guidance https://www.prnewswire.com/news-releases/broadcom-inc-announces-first-quarter-fiscal-year-2020-financial-results-quarterly-dividend-and-updated-guidance-301022577.html -- Revenue of $5,858 million; GAAP net income of $385 million; Adjusted EBITDA of $3,265 million -- GAAP diluted EPS of $0.74; Non-GAAP diluted EPS of $5.25 -- $2,214 million of free cash flow from operations, defined as cash from operations of $2,322 million less capital expenditures of $108 million -- Quarterly common stock dividend of $3.25 per share -- Providing quarterly guidance, and withdrawing prior annual guidance, in light of uncertainties arising from the effects of COVID-19 -- Second quarter revenue guidance of $5.7 billion plus or minus $150 million -- Second quarter Adjusted EBITDA guidance of $3,135 million plus or minus $75 million, or 55% of revenue at the midpoint of guidance "Our first fiscal quarter results were in line with our expectations, with our networking, storage and broadband businesses together growing nicely year over year," said Hock Tan, President and CEO of Broadcom Inc. "The fundamental semiconductor backdrop has been improving, and we did not see any material impact on our businesses due to COVID-19 in our first quarter. However, visibility in our global markets is lacking and demand uncertainty is intensifying. As a result, we believe it prudent to withdraw our annual guidance until visibility returns to pre COVID-19 levels." "We generated over $2.2 billion in free cash flow in the quarter, which represented 9% growth on a year on year basis," said Tom Krause, CFO of Broadcom Inc. "We ended the first quarter with over $6.4 billion of cash on hand and our cash flow outlook remains healthy. As a result, we are well positioned to continue to support our dividends to stockholders despite the challenging market backdrop." In light of the uncertainties in the global business environment arising from the effects of COVID-19, the Company is withdrawing its prior annual guidance for fiscal year 2020, and providing guidance for its second fiscal quarter. [image: 82776_AVGO_us_gaap.RevenueFromContractWithCustomerExcludingAssessedTax_us_gaap.StatementGeographical_.png] [image: 82776_AVGO_annual_is.png] [image: 82776_AVGO_us_gaap.OperatingIncomeLoss_us_gaap.StatementBusinessSegments_.png] [image: 82776_AVGO_annual_bs.png] [image: 82776_AVGO_us_gaap.RevenueFromContractWithCustomerExcludingAssessedTax_us_gaap.ProductOrService_.png] [image: 82776_AVGO_us_gaap.RevenueFromContractWithCustomerExcludingAssessedTax_us_gaap.StatementBusinessSegments_.png] [image: 82776_AVGO_annual_shares.png]

Webmaster, kan du slette dette indlaeg? Jeg fik en database-fejl, og det blev oprettet to gange. Tak. [image: 82777_AVGO_annual_bs.png]

Jeg ved ikke, om jeg er den eneste, der interesserer mig for kvartals-regnskaber i disse virus-tider Men her presse-meddelelse fra Oracle: Oracle Announces Fiscal 2020 Third Quarter Financial Results https://www.prnewswire.com/news-releases/oracle-announces-fiscal-2020-third-quarter-financial-results-301022589.html Q3 FY20 GAAP EPS up 4% to $0.79 and Non-GAAP EPS up 11% to $0.97 Total Revenues of $9.8 billion, up 2% year-over-year and 3% in constant currency Cloud Services & License Support Revenues of $6.9 billion, up 4% year-over-year and 5% in constant currency Fusion ERP Cloud Revenues up 37% year-over-year and 38% in constant currency The Board of Directors increased the authorization for share repurchases by $15.0 billion "We had an extremely strong quarter with Total Revenues growing 3% in constant currency," said Oracle CEO, Safra Catz. "Subscription revenues, made up of Cloud Services and License Support revenues, grew 5% in constant currency. These consistently growing and recurring subscription revenues now account for 71% of total company revenues, thus enabling a sequential increase in our operating margin, and double-digit non-GAAP Earnings Per Share growth in Q3." "The Oracle Autonomous Database, the world's only fully autonomous data management system, can automatically patch security vulnerabilities while running; it keeps your data safe," said Oracle Chairman and CTO, Larry Ellison. "Oracle Autonomous Database is also both serverless and elastic. It's the only database that can instantaneously scale itself to an optimal level of CPU and IO resources. You only pay for what you use. Security and economy are two fundamental reasons why thousands of customers are now using the revolutionary new Oracle Autonomous Database in our Generation 2 Public Cloud." [image: 82774_ORCL_us_gaap.RevenueFromContractWithCustomerExcludingAssessedTax_us_gaap.StatementGeographical_.png] [image: 82774_ORCL_annual_is.png] [image: 82774_ORCL_us_gaap.OperatingIncomeLoss_us_gaap.ConsolidationItems_us_gaap.StatementBusinessSegments_us_gaap.OperatingSegments.png] [image: 82774_ORCL_us_gaap.RevenueFromContractWithCustomerExcludingAssessedTax_us_gaap.ProductOrService_.png] [image: 82774_ORCL_annual_shares.png] [image: 82774_ORCL_annual_bs.png] [image: 82774_WithCustomerExcludingAssessedTax_us_gaap.ConsolidationItems_us_gaap.StatementBusinessSegments_us_gaap.OperatingSegments.png]

Forsiden af proinvestor fortæller at Dax futuren handles 3% ned i weekendhandlen. Så vidt jeg ved, er den officielle Dax future lukket fra fredag aften(hvor den var oppe 6%), til søndag nat. Så kan nogen fortælle mig, hvilken future der refereres til, og evt. smide et link? På forhånd tak:)

SP500 gik bekymrende langt ned til og med torsdag, til 2397. Igår fredag steg det så, men var det blot en lille modreaktion? Afbrydes det store bullmarked siden 2009 nu eller var det blot, en væmmelig en af slagsen, korrektion (ABC)? Næste uge,faktisk allerede mandag og tirsdag bliver meget afgørende...Tror at kursen helst skal over 3016 for at vi kan fastholde bullmarked..Hvad spår i?

Tænker børspause i morgen i DK

Only for the US. Manden er syg og US vil blive ramt ala Italien. To little to late. https://www.theguardian.com/us-news/2020/mar/15/trump-offers-large-sums-for-exclusive-access-to-coronavirus-vaccine

Jeg sidder inde med Genmab, vestas og DSV, Jeg har beholdt dem, fordi jeg ikke har kunne finde det rigtige tidspunkt at sælge på. Skal jeg sælge nu, eller er de så langt nede at jeg bare skal vente på det vender igen. Vestas købte jeg til kurs 98, genmab kurs 800 og dsv kurs 700. Vil rigtig gerne høre jeres mening. Vh Tina

Martin Bruteig - 14. mars 2020 "Vi har akkurat lagt bak oss den mest dramatiske uken på Oslo Børs siden finanskrisen. Mandag var en veldig spesiell dag. De fleste kunne se for seg at det ville bli stygt etter at Saudi bestemte seg lørdag 07.03.2020 for å åpne slusene. Samtidig begynte korona-viruset å spre seg til Europa og USA. Ikke i min villeste fantasi trodde jeg vi skulle få være vitne til et børskrakk i en slik dimensjon. OSEBX dundret ned 12% på åpning, tvangssalgene haglet og panikken var åpenbar. Før circuit breakers (CB) ble utløst falt DNB 30%, EQRN, 15-20% SUBC 7 40-50% og AkerBP 30-40%, men en sektor som klarte seg relativt godt var tank-aksjene. Tankmarkedet: Årsaken til at tank gjør det bra er at Saudi Arabia har bestemt seg for å åpne slusene etter at OPEC+ ikke kom til enighet om produksjonskutt. Saudi ønsker å ta markedsandeler og selger derfor oljen med rabatt. Dette gagner importører og ikke minst redere med tankskip. Etterspørselen etter tankskip gikk i taket. Bahri Oil Transportation (Saudi's egne shipping arm) chartret inn ca 10 VLCC i løpet av kort tid. Jeg kommer ikke til å sitere Jim Cramer mange ganger på denne bloggen, men sjeldent har «there's always a bull market somewhere» passet bedre. Tankratene har på en uke gått fra WS (worldscale) 60 til WS 200-400. Det gjenstår å se om disse himmelske ratene feiler eller går gjennom. Vi er uansett vitne til veldig god inntjening for rederne. Rederier som Arendals Dampskibsselskab, Frontline, Hunter, Okeanis nyter godt av dette, alle har flåter som i all hovedsak handler i trampfart. Årsakene til at ratene har strammet seg såpass mye til er at det har oppstått såkalt contango i oljeprisen. Dette betyr at olje med levering i dag handles på lavere priser enn frem i tid. For tradere som Trafigura og andre betyr dette at de kan kjøpe olje og lagre dette på skip, å selge den til en høyere pris senere. Dette drar ut tilbudssiden, som er veldig sensitiv for slike endringer. Når det er mangel på båter har ratene ofte en tendens til å gå skyhøyt. Donald Trump: Vi kunne også høre Donald Trump uttale følgende på fredag 13.03: «U.S. will buy large quantities of cheap oil to fill the country's strategic petroleum reserve». Det kan spekuleres i om USA vil kjøpe billig olje fra Saudi og selge sin egen shale olje til Kina? Om Kina skal overholde sin del av handelsavtalen så er de potensielt nødt til å handle US shale olje. Dette vil bety frakt av olje i alle retninger, som helt klart vil være bullish for tank. I et normalt marked ville sannsynligvis alle tank-aksjene steget kraftig i forrige uke. Dette har foreløpig latt vente på seg, bortsett fra for Frontline. Årsaken til dette er nok at Frontline er den eneste virkelige bluechip aksjen i denne bransjen. Mange ønsker nok å handle i likvide aksjer på grunn av volatiliteten i aksjemarkedet"..... Læs mere: https://aksjefokus.no/wipeout-tank/ [image: 82692_Nordic_american_tankers.jpg]

Som i sikkert ved har jeg altid været meget sikker på Novo og er det egentlig stadigvæk men nu kun med de meget lange briller på. Det der gør mig usikker på både den korte og mellem-lange bane er covid-19. Det er godt nok kun et lille studie med 191 hårdt ramte patienter fra Wuhan - men 19% af de døde havde diabetes. Det ser ud til at covid-19 har potentiale til at rydde godt og grundigt ud i Novos kundegrundlag. Kom gerne med input. Weee https://www.berlingske.dk/videnskab/studie-afsloerer-den-vigtigste-faktor-for-at-blive-meget-syg-af?fbclid=IwAR0O2Jx8VqSXVSQIt9mAxl-57n9XXEPtazXKt9ClKdHQcINpA3iG3ob1fxk

Regeringen giver tilskud til virksomheder for at undgå fyringer: - Vi vil gøre alt, hvad vi kan Der gives en lønkompensation til funktionærer på 75 procent af den løn, virksomheder betaler medarbejdere, som må sendes hjem på grund af økonomisk nedgang som følge af corona. For timelønnede er lønkompensationen på 90 procent. Læs videre efter annoncen Læs videre efter annoncen For funktionærer er der et lønloft på 23.000 kroner, mens det for timelønnede er på 26.000 kroner. Det skal begrænse statens udgifter. Det skyldes, at de er særligt truede af fyringer som følge af ordrenedgang, eller fordi de er ansat i for eksempel hotel- og restaurationsbranchen, mens funktionærer er anderledes godt stillet. https://nyheder.tv2.dk/politik/2020-03-15-regeringen-giver-tilskud-til-virksomheder-for-at-undga-fyringer-vi-vil-gore-alt Godt gået - den helt rigtige medicin til erhvervslivet! Jeg forventer at det vil give et lille løft til SAS-aktien i morgen mandag!

Jeg kan godt køre en aktie-screening, men det kunne være mere spændende at høre jeres forslag. Søger aktier der er mindst muligt påvirket af corona-virus. Selskaberne skal være solide i dag. Have eksisteret i mange år og også sandsynligvis have en lys fremtid (jeg ved det er svært at spå om fremtiden). Gerne lav gæld og en generel sund forretning. Gode resultater i en lang årrække. Stigende indtjening og overskudsgrad. Ikke low margin forretninger. Ikke olierelateret. Ikke primært forskning og lignende der ikke tjener penge nu som kun måske kommer til det i fremtiden. IBM har fået ny chef. Aktien ligger lavt. Forward P/E er lav. Og en virksomhed som IBM bliver vel ikke specielt ramt af corona eller gør de? Gerne forslag til enkeltaktier og brancher. På forhånd tak.

Hejsa. Jeg tænker at når panikken om Corona har lagt sig (måske har vi snart en vaccine), vil folk på ferie, dog måske til alternative destinationer, men dog på ferie. Dertil vil jeg tro forretnings-verdenen begynder igen at benytte fly på samme niveau. Jeg har set på SAS og Lufthansa. Tør ikke at gå ind i Norwegian. Nogle der have sammen overvejelser og vil komme med deres perspektiv på SAS vs. lufthansa eller måske noget helt tredje? Takker Mvh

Det er helt vildt, hvad der er blevet annonceret af aktie-tilbagekoeb i denne uge. Her er blot et lille udpluk. Forresten vil $COP koebe aktier tilbage for 10 milliarder dollar. Markedsvaerdien er 40 milliarder dollar. Jeg tvivler paa, at de koeber aktier tilbage for det fulde beloeb ovenpaa de seneste dages begivenheder, men det er alligevel en voldsom udmelding. On March 10, 2020, Investar Holding Corporation (the "Company") issued a press release announcing that its Board of Directors had authorized an additional 300,000 shares of the Company's common stock for repurchase by the Company under its share repurchase program. On March 10, 2020, Tiptree Inc. ("Tiptree"), pursuant to its previously announced stock repurchase program, purchased and retired 500,000 shares of its common stock (the "Shares") in a block trade. Upon retirement of the Shares, there are 34,425,847 shares of Tiptree common stock outstanding. The Board of Directors of iRobot Corporation (the "Company") has authorized a $200 million stock repurchase program (the "Program"). Repurchases of the Company's common stock under the Program are authorized to take place from time to time until September 2021 through Rule 10b5-1 plans (which would permit the Company to repurchase shares when the Company might otherwise be precluded from doing so under insider trading laws), open market purchases, privately-negotiated transactions, block purchases or otherwise in accordance with applicable federal securities laws, including Rule 10b-18 of the Securities Exchange Act of 1934. The Company may choose to suspend or discontinue the Program at any time but cannot carry over unused authorization amounts to future periods. Under the Program, the Company has entered into a Rule 10b5-1 plan to repurchase $25 million of common stock in the aggregate beginning March 13, 2020 and ending April 30, 2020. On March 10, 2020, Reliant Bancorp, Inc. ("Reliant") issued a press release announcing that its board of directors has authorized a stock repurchase plan pursuant to which Reliant may repurchase up to $15 million of shares of Reliant's outstanding common stock, par value $1.00 per share (the "Repurchase Plan"), a copy of which is furnished as Exhibit 99.1 hereto and incorporated herein by reference. All information included in the press release is of the date thereof, and Reliant does not assume any obligation to update such information in the future. BURLINGTON, MA (March 10, 2020) - Endurance International Group Holdings, Inc. (Nasdaq: EIGI), a leading provider of cloud-based platform solutions designed to help small and medium-sized businesses succeed online, today announced that its Board of Directors authorized the repurchase of up to $40 million of common stock on the open market, in privately negotiated transactions or otherwise. Cloudera - On March 3, 2020, the Board of Directors of the Company authorized a share repurchase program of up to $100 million of the Company's common stock (the "Repurchase Program"). Repurchases under the Repurchase Program will be made through open market purchases, block trades and/or privately negotiated transactions in compliance with Rule 10b-18 promulgated under the Securities Exchange Act of 1934, as amended, subject to market conditions, applicable legal requirements, and other relevant factors. Repurchases may also be made under Rule 10b5-1 plans, which permit shares of common stock to be repurchased through pre-determined criteria.

Slack Announces Fourth Quarter and Fiscal Year 2020 Results https://investor.slackhq.com/news/news-details/2020/Slack-Announces-Fourth-Quarter-and-Fiscal-Year-2020-Results/default.aspx Q4FY20 total revenue of $181.9 million up 49% year-over-year FY20 total revenue of $630.4 million up 57% year-over-year 70 paid customers with annual recurring revenue over $1 million, up from 39 year-over-year "We continue to see significant momentum in our enterprise business and finished the year with 70 customers spending more than $1 million annually on Slack, up 79% year-over-year," said Stewart Butterfield, Chief Executive Officer and Co-Founder at Slack. "As the shift from email to channel-based messaging platforms continues, the largest companies around the world are choosing to standardize on Slack because of our enterprise-grade scalability, security, open platform, ease-of-use and innovative roadmap." "We finished the year with 110,000 paid customers and 893 customers spending more than $100,000 annually with Slack," said Allen Shim, Chief Financial Officer at Slack. "Slack has created a new category of enterprise software and companies large and small are choosing us to enable a better way of working, with unique-to-Slack features including shared channels and Workflow Builder. While we invest in innovation and delivering more value to our customers, we also are showing significant leverage and remain on track to hit our growth phase target of free cash flow positive." [image: 82657_TGT_us_gaap.RevenueFromContractWithCustomerExcludingAssessedTax_us_gaap.ProductOrService_.png] [image: 82657_WORK_us_gaap.RevenueFromContractWithCustomerExcludingAssessedTax_us_gaap.StatementGeographical_.png]

Target Reports Fourth Quarter and Full-Year 2019 Earnings https://investors.target.com/news-releases/news-release-details/target-reports-fourth-quarter-and-full-year-2019-earnings Fourth quarter comparable sales grew 1.5 percent, reflecting comparable digital sales growth of 20 percent. Same-day services (Order Pick Up, Drive Up and Shipt) accounted for more than 80 percent of Target's fourth-quarter comparable digital sales growth. Fourth quarter GAAP EPS from continuing operations of $1.63 was 6.9 percent higher than last year. Adjusted EPS1 of $1.69 was 10.6 percent higher than last year. Full-year comparable sales grew 3.4 percent, reflecting comparable digital sales growth of 29 percent. 2019 marks the sixth consecutive year in which Target's comparable digital sales have grown more than 25 percent. In 2019, Target's same-day services grew more than 90 percent, accounting for nearly three-quarters of the Company's comparable digital sales growth. Full-year operating income dollars grew 13.3 percent compared with last year. The Company's full-year operating income margin rate of 6.0 percent was 50 bps higher than last year. Full-year GAAP EPS from continuing operations grew 15.4 percent compared with last year, while full-year Adjusted EPS grew 18.4 percent. Both GAAP EPS from continuing operations and Adjusted EPS established new all-time highs. [image: 82655_TGT_us_gaap.OperatingIncomeLoss__.png] [image: 82655_TGT_us_gaap.RevenueFromContractWithCustomerExcludingAssessedTax_us_gaap.ProductOrService_.png] [image: 82655_WORK_us_gaap.RevenueFromContractWithCustomerExcludingAssessedTax_us_gaap.StatementGeographical_.png]

Jeg sad lige og kiggede et par regnskabs-meddelelser fra marts igennem, som jeg ikke har haft tid til at kigge paa. Der er ikke noget, der er saa skidt, at det ikke er godt for noget... COSTCO WHOLESALE CORPORATION REPORTS SECOND QUARTER AND YEAR-TO-DATE OPERATING RESULTS FOR FISCAL 2020 AND FEBRUARY SALES RESULTS https://www.sec.gov/Archives/edgar/data/909832/000119312520063247/d875804dex991.htm "February sales benefited from an uptick in consumer demand in the fourth week of the reporting period. We attribute this to concerns over the Coronavirus and estimate the positive impact on total and comparable sales to be approximately three percent." Men ny guidance/outlook begynder ogsaa at tikke ind fra flere forventede og uforventede kanter: Microsoft Update on Q3 FY20 Guidance https://www.sec.gov/Archives/edgar/data/789019/000119312520050232/d896577dex991.htm On January 29, as part of our second quarter of fiscal year 2020 earnings call, we issued quarterly revenue guidance for our More Personal Computing segment between $10.75 and $11.15 billion, which included a wider than usual range to reflect uncertainty related to the public health situation in China. Although we see strong Windows demand in line with our expectations, the supply chain is returning to normal operations at a slower pace than anticipated at the time of our Q2 earnings call. As a result, for the third quarter of fiscal year 2020, we do not expect to meet our More Personal Computing segment guidance as Windows OEM and Surface are more negatively impacted than previously anticipated. All other components of our Q3 guidance remain unchanged. For virksomheder med stor gaeld er det alt andet end en optimal situation, at hjulene gaar midlertidigt i staa.

Helge og webmaster, jeg fik en SQL-fejl. Kan dette indlaeg slettes? Det blev oprettet to gange. Tak [image: 82652_COST_us_gaap.Revenues_us_gaap.ConsolidationItems_us_gaap.StatementGeographical_us_gaap.OperatingSegments.png]

Så er den her, jeres livs chance for at købe billige aktier uanset kort eller lang. Vi er nu i gang med bundbygning. Jeg fokuserer på healthcare, IKKE CYKLUS, som formodentlig vil bygge bund de kommende timer/dage. Mandag kan blive rigtig spændende. NBI mangler de sidste dråber/skvulp, graf: https://invst.ly/q3uhi Du kan vælge at være forsigtig/korttids med en mindre portion, eller gå lang med en stor portion. Jeg har valgt det sidste og har købt massivt op i Chemometec og Zealand, men Genmab og NOVO vil OGSÅ være helt naturlige valg. Der kan sagtens komme skvulp og kurserne falder "peanuts" herfra, men på den anden side skal du også købe - nu her hvor blodet flyder og alle er ved at "*****" i bukserne. Held og lykke !