Andre Caminada
Andre Caminada
buying cheap corporate far fill found good market people quarter reflection results stock stocks third
The third quarter corporate results are very good this time, which so far found very little reflection in stock prices. Stocks are cheap and people are buying in a calmer market to fill year-end portfolios.
few last people profit rose strongly taking
People are taking some profit because it (the index) rose strongly over the last few days; that's normal.
falling reason today
Telecoms reacted today after falling sharply yesterday, when there wasn't much reason for their fall.
affects became due mainly month percent rise stronger
CVRD is still down 8 percent on the month mainly due to a stronger real currency, which affects this big exporter. CVRD became too undervalued and this new rise is natural.
crisis energy major managing
If they keep managing the energy crisis well, there should be no major impact.
bit continue falls great level market mode present rises room slow
It was a bit slow day with some room for profit-taking, and the market should continue in a slow mode for a while. The present level corresponds to the situation, and we don't see great rises or falls ahead.
creeps looking nervous pessimism positive scenario side
It's a scenario where everyone is nervous and pessimism creeps in. On the positive side we are looking very cheap.
appetite build nobody positions rise sell stocks wants
The U.S. market's rise triggered the rally. Our stocks have been raring to rise for a while. Nobody has appetite to sell right now, but nobody wants to build up big positions either.
battle economy
What we see now is a battle between a new economy and an old economy.
changes companies improved lose main market nervous talking trading
Trading was nervous today; turnover improved a lot. The market is talking a lot about changes in the main index. Many say that some big companies may lose some weighing.
although appear feeling figures itself less market month next rationing results serious slightly
Although no serious figures on the results of rationing should appear in the next month or two, the market is slightly less worried. The feeling is that, if there are no blackouts, rationing itself is already priced in.
fall falls gets
It gets better there and it gets better here, it falls there and we fall here.
fairly low reasons stays stocks
There are no real reasons for the stocks to fall, but turnover stays fairly low and they are slipping.
buying capacity companies durable economy full invest metals sector steel
The metals sector is red-hot. The economy is growing, companies are working at full capacity and there is demand. For many, buying steel companies is also a way to invest in durable goods.