Friday, December 23, 2005

Durable Goods Orders Jump, Consumer Confidence Rises Most in 13 Years Last 2 Months, New Home Sales Weaken

- Durable Goods Orders for November rose 4.4% versus estimates of a 1.2% increase and a 3.0% gain in October.
- Durables Ex Transportation for November fell .6% versus estimates of a 1.0% gain and a .2% decline in October.
- Final Univ. of Mich. Consumer Confidence for December rose to 91.5 versus estimates of 89.0 and a prior estimate of 88.7.
- New Home Sales for November fell to 1245K versus estimates of 1300K and 1404K in October.
BOTTOM LINE: US orders for durable goods jumped 4.4% in November, the most in six months, propelled by a surge in demand for aircraft, Bloomberg reported. Orders for transportation equipment soared 15.6% versus an 11.2% gain the prior month. Orders for defense hardware plunged 27% in November. Bookings for non-defense capital goods excluding aircraft, a proxy for future business investment, dropped 2% last month. The decline in durables ex transportation is surprising given record low inventory levels. I would expect to see an increase in this number next month.

US consumer confidence rose in December to the highest since July as lower gas prices and a rising stock market gave Americans more money to spend for the holidays, Bloomberg reported. The expectations component of the index soared to 80.2 from 69.6 the prior month. The current conditions component of the index, which is a gauge of Americans’ perception of their financial situation and if it’s a good time to purchase large items such as cars, jumped to 109.1 from 100.2 in November. Consumer confidence has now surged 17.3 percentage points in two months, the biggest two-month gain since the final two months of 1992. I expect consumer confidence to reach cycle highs over the intermediate-term as rising stock prices, low interest rates, an end to the Fed tightening cycle, falling energy prices, a stable job market and lower inflation readings more than offset a slowing housing market, thus leading to a lifting of the irrational pessimism that has developed since the bursting of the stock market bubble and 9/11 terrorist attacks.

US new home sales in November fell as rising mortgage rates and elevated prices discouraged some buyers, Bloomberg reported. Sales fell 11.3% from an all-time high in October, while the median price of a new home rose slightly to $225,200. The supply of new homes at the current sales rate increased to 4.9 months, the most in 9 years. Sales fell 22.1% in the West, 18.3% in the Midwest and 5.5% in the South. Sales rose 13.4% in the Northeast. I continue to expect the housing market to slow to more healthy, sustainable levels from all-time record highs. This will likely lead to a slowing in the overall US economy to average rates from high rates, which will benefit US stocks.

Links of Interest

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Friday Watch

Late-Night Headlines
Bloomberg:
- A Washington, DC law aimed at capping pharmaceutical prices was ruled unconstitutional by a federal court.
- Families and friends of the estimated 220,000 people killed or missing after the Indian Ocean tsunami will attend beachside ceremonies marking the first anniversary of the disaster of Dec. 26.
- Samsung Electronics, the world’s largest maker of memory chips and liquid-crystal displays, expects fourth-quarter profit from both products to beat its earlier projections because of cost cuts and flat-panel television demand.
- Asian contract rates for coal used in power plants may fall more than 20% next year as Indonesia and rival mining nations raised output after prices surged, Australia & New Zealand Banking Group Ltd. said.

Financial Times:
- For the first time since 2001, the four largest US investment banks each had more than $1 billion in mergers and acquisitions revenue this year.
- As much as a third of the $590 million spent by the United Nations on aid following last year’s Indian Ocean tsunami went to administrators and related costs.
- Google founders Sergey Brin and Larry Page have been named “Mean of the Year,” citing its own poll.

Dong-a Ilbo:
- Hwang Woo Suk falsified a 2005 landmark study on stem cell research, according to findings by a Seoul National University internal investigation, citing a Seoul National official.

Seoul Economic:
- Samsung Electronics will begin production at its newest liquid-crystal display factory about three months ahead of schedule because of rising demand for LCD televisions.

Nihon Keizai:
- Sony Corp. has developed an 82-inch liquid-crystal display television to compete against market leader Sharp Corp.

Late Buy/Sell Recommendations
Goldman Sachs:
- Reiterated Underperform on SBSA.

Night Trading
Asian Indices are +.25% to +.50% on average.
S&P 500 indicated +.02%.
NASDAQ 100 indicated +.03%.

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NDN/.06

Upcoming Splits
- None of note

Economic Releases
8:30 am EST
- Durable Goods Orders for November are estimated to rise 1.2% versus a 3.4% gain in October.
- Durables Ex Transportation for November are estimated to rise 1.0% versus a .3% gain in October.

9:45 am EST
- Final Univ. of Mich. Consumer Confidence for December is estimated to rise to 89.0 versus a reading of 88.7 in November.

10:00 am EST
- New Home Sales for November are estimated to fall to 1300K versus 1424K in October.

BOTTOM LINE: Asian indices are higher, boosted by tech shares in the region after Samsung boosted its earnings forecast. I expect US equities to open higher and to build modestly on gains into the afternoon. The Portfolio is 100% net long heading into the day.

Thursday, December 22, 2005

Stocks Finish Near Session Highs as Natural Gas Plunges and Long-term Rates Fall

Indices
S&P 500 1,268.12 +.42%
DJIA 10,889.44 +.51%
NASDAQ 2,246.49 +.66%
Russell 2000 684.08 +.64%
DJ Wilshire 5000 12,681.68 +.46%
S&P Barra Growth 606.96 +.36%
S&P Barra Value 656.77 +.49%
Morgan Stanley Consumer 601.61 +.12%
Morgan Stanley Cyclical 790.85 +.43%
Morgan Stanley Technology 532.34 +.88%
Transports 4,250.61 +1.24%
Utilities 410.88 +.65%
Put/Call .75 +5.63%
NYSE Arms .83 -5.92%
Volatility(VIX) 10.29 -4.81%
ISE Sentiment 144.00 -29.41%
US Dollar 90.77 -.19%
CRB 326.76 +.07%

Futures Spot Prices
Crude Oil 58.22 -.10%
Unleaded Gasoline 154.06 +.27%
Natural Gas 12.82 -.79%
Heating Oil 174.00 unch.
Gold 506.50 +.30%
Base Metals 152.55 +.58%
Copper 202.55 unch.
10-year US Treasury Yield 4.43% -1.27%

Leading Sectors
Gold & Silver +2.15%
Biotech +1.84%
HMOs +1.46%

Lagging Sectors
Energy -.14%
Broadcasting -.23%
Oil Tankers -.23%

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Afternoon Recommendations
Goldman Sachs:
- Reiterated Outperform on GE.

Afternoon/Evening Headlines
Bloomberg:
- Medicare drug plans have enrolled 21 million customers so far, with 1 million getting prescription coverage for the first time.
- Natural gas futures had their biggest drop in more than two and a half years because of mild weather forecasts and a smaller-than-expected decline in stored supplies.
- The European Union threatened to fine Microsoft as much as $2.4 million a day for failing to comply with a 2004 antitrust order.
- US Treasuries rose after the Fed’s preferred measure of inflation increased less than forecast, narrowing the gap between two- and 10-year note yields to the least since the start of January 2001.
- The US and leading contributors to the UN proposed a $900 million spending limit for the organization in 2006 while talks continue on ways to overhaul its scandal-plagued management.

Wall Street Journal:
- Tommy Hilfiger is in final negotiations to be sold to private equity firm Apax Partners for more than $1.5 billion.
BOTTOM LINE: The Portfolio finished substantially higher today on gains in my Medical longs, Software longs, Semi longs and Internet longs. I added to my PWR long and OMM short, thus leaving the Portfolio 100% net long. The tone of the market was positive today as the advance/decline line finished higher, most sectors rose and volume was below average. Measures of investor anxiety were mixed into the close. Overall, today's action was pretty good for the bulls as the major averages and breadth finished near session highs with almost every sector contributing and tech outperforming. The 10-year Treasury note yield closed near session lows of 4.42%, falling 6 basis points. Moreover, natural gas fell 10.5% today from session highs. I expect US stocks to build on gains tomorrow.

Stocks Modestly Higher Mid-day as Natural Gas Falls Substantially

Indices
S&P 500 1,266.35 +.28%
DJIA 10,872.39 +.35%
NASDAQ 2,240.01 +.38%
Russell 2000 682.57 +.41%
DJ Wilshire 5000 12,659.33 +.28%
S&P Barra Growth 605.78 +.16%
S&P Barra Value 656.05 +.38%
Morgan Stanley Consumer 600.72 -.03%
Morgan Stanley Cyclical 790.15 +.35%
Morgan Stanley Technology 530.78 +.58%
Transports 4,246.03 +1.12%
Utilities 409.72 +.36%
Put/Call .72 +1.41%
NYSE Arms .85 -4.44%
Volatility(VIX) 10.51 -2.78%
ISE Sentiment 172.00 -15.69%
US Dollar 90.73 -.23%
CRB 326.05 -.11%

Futures Spot Prices
Crude Oil 58.25 -.53%
Unleaded Gasoline 153.75 +.07%
Natural Gas 12.89 -9.68%
Heating Oil 174.00 -.93%
Gold 505.90 +2.14%
Base Metals 152.55 +.58%
Copper 202.55 +.40%
10-year US Treasury Yield 4.42% -1.36%

Leading Sectors
Airlines +1.47%
HMOs +1.40%
Biotech +1.23%

Lagging Sectors
Oil Service -.23%
Broadcasting -.33%
Oil Tankers -.66%
BOTTOM LINE: The Portfolio is substantially higher mid-day on gains in my Semi longs, Medical longs, Internet longs and Energy shorts. I have not traded today, thus leaving the Portfolio 100% net long. The tone of the market is positive as the advance/decline line is higher, most sectors are higher and volume is below average. Measures of investor anxiety are mostly lower. Overall, today’s market action is mildly positive considering the decline in natural gas and long-term rates. The AAII percentage bulls fell to 41.03% this week from 46.15% the prior week. This reading is now at below-average levels and has declined 18 percentage points in six weeks. The percentage bears rose to 28.21% from 22.12% the prior week. This reading is now back to average levels and has increased 12 percentage points in four weeks. I expect bullish sentiment to fall modestly again next week. The fact that bullishness has declined to this extent with the market near a four-year high bodes very well for another push higher in the major averages during first quarter 2006. I expect US stocks to trade mixed-to-higher into the close on short-covering and falling energy prices.

Today's Headlines

Bloomberg:
- UK Prime Minister Tony Blair arrived in Iraq on an unannounced trip to visit British troops and US officials.
- Japan’s population will decline this year for the first time since 1899, a trend that is expected to continue, reducing the government’s ability to raise tax revenue and repay debt.
- GE will buy Arden Realty for $45.25/share, adding the biggest publicly traded landlord in southern California as US real estate acquisitions accelerate.
- Placer Dome agreed to an increased takeover offer from Barrick Gold valued at $10.4 billion, uniting the two Canadian companies to create the world’s largest gold producer.
- Natural Gas prices are having their biggest drop in more than a year because of mild weather forecasts and a smaller-than-expected decline in stored supplies.
- Striking subway and bus workers in NYC agreed to end a three-day walkout today.

Wall Street Journal:
- Albertson’s may not accept a takeover offer from investors including Cerberus Capital Management, valuing the company at $9.6 billion.
- EntreMed’s cancer drug has shown promising results in human tests in China after failing to meet test objectives in the US.
- John Whitehead, former chairman of Goldman Sachs, said New York Democratic Attorney General Eliot Spitzer phoned him and said there was a “war” between them after Whitehead criticized Spitzer in an April commentary.

NY Times:
- President Bush has met with new NAACP President Gordon three times since September as he seeks to reach out to critics.

USA Today:
- NY’s population fell and more Californians left than moved in, citing Census figures.
- Volunteers and non-governmental organizations are helping rebuild areas affected by Hurricane Katrina as relief work moves forward.

Daily Telegraph:
- Harley-Davidson now has a larger market value than GM.

Interfax:
- Russian President Putin called on the government to boost the attractiveness of the nation’s energy industry for foreign investors.

CNBC:
- Ford Motor union workers at three plants rejected a health-care plan that would save the automaker $850 million annually.