b*******e
发帖数: 24532 | 1 you judge by one day performance and say bluechips are crap?
see see SNDK,AAPL, GOOG, are they bluechips or not?
I can't believe what you have claimed .
you can see garbage stocks up 10% and down 10% everyday, trendless. |
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l*******r
发帖数: 3799 | 2 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: Goldman Sachs Conviction Buy List
发信站: BBS 未名空间站 (Sun Feb 7 17:56:18 2010, 美东)
3/3/2010 - Adds DAN, UPS
3/1/2010 - Adds ESV, ASIA
2/25/2010 - Adds NKE
2/24/2010 - Adds XCO; removes UPL
2/10/2010 - Removes MLM
2/9/2010 - Adds KMT; removes LPX
2/4/2010 - Adds RL, BEN; removes BLK
2/3/2010 - Adds CNQ (replacing SU), NDAQ, MCD; removes CVS |
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l*******r
发帖数: 3799 | 3 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: Goldman Sachs Conviction Buy List
发信站: BBS 未名空间站 (Sun Feb 7 17:56:18 2010, 美东)
3/3/2010 - Raise CMI target price from $64 to $68, maintaining a Conviction
Buy List rating.
3/3/2010 - Downgrades SPLS to neutral
3/3/2010 - Adds DAN, UPS
3/1/2010 - Adds ESV, ASIA
2/25/2010 - Adds NKE
2/24/2010 - Adds XCO; removes UPL
2/10/2010 - Removes MLM
2/9/2010 - Adds KMT; removes LPX
2/4/2010 - Adds RL, BEN; removes BLK
2/3/2010 - Adds CN |
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l*******r
发帖数: 3799 | 4 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: My trading notes on UNH
发信站: BBS 未名空间站 (Thu Mar 4 14:42:58 2010, 美东)
rt |
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l*******r
发帖数: 3799 | 5 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: Re: Goldman Sachs Conviction Buy List
发信站: BBS 未名空间站 (Sun Mar 7 16:17:37 2010, 美东)
A list of most recently updated stocks in GS conviction buy list.
Conviction |
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l*******r
发帖数: 3799 | 7 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: 希腊应向纽芬兰取经
发信站: BBS 未名空间站 (Mon Mar 8 13:00:35 2010, 美东)
http://www.ftchinese.com/story/001031598
欧盟(EU)可以效仿这个案例，要求希腊政府暂停议会，将政府权力移交给六名官员（三
名来自希腊、三名来自布鲁塞尔）组
成的委员会。这个委员会将为希腊的债务作担保，并治理这个国家，直到其重新恢复偿
付能力。对于民主国家身份的丧失，
在希腊出现的抗议大概会比纽芬兰更多，但这么做可以为希腊需要的彻底经济重组铺平
道路。希腊有可能在2015年重新恢
复民主制，并拥有欧洲最高的经济增长率。
还有另一种选择，可以拯救希腊而无需进一步收紧财政。希腊应该效仿迪拜在去年12月
份为避免违约所采取的做法。迪拜
统治者谢赫穆罕默德•本•拉希德•阿勒马克图姆(Sheikh Mohammed
Bin Rashid Al Maktoum)为世界上最高 |
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l*******r
发帖数: 3799 | 8 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: This Afternoon's Financial Rumors
发信站: BBS 未名空间站 (Tue Mar 9 18:46:04 2010, 美东)
Charlie Gasparino over at Fox Business News reports a rumor that the
government may be looking to dispose of its 27% Citi stake at some point
over the next 3 months. Logistics aside, presumably somehow this means that
even more bankrupt companies like AIG, FNM and FRE are probably next in line
for offloading the taxpayer stake into the hands of ha |
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l*******r
发帖数: 3799 | 9 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: GS Conviction Buy List 03/17/2010
发信站: BBS 未名空间站 (Sun Feb 7 17:56:18 2010, 美东)
3/17/2010 - Adds ADSK; removes CVLT, CMI, ERIC
3/16/2010 - Adds ALXN, ICLR; removes TEVA, UNH
3/15/2010 - Removes RSH
3/12/2010 - Downgrades HBC to neutral
3/12/2010 - Reiterates Conviction Buy List Rating on HAL
3/10/2010 - Adds BUCY, EVR, GR; removes LAZ, TXT
3/3/2010 - Raise CMI target price from $64 to $68, maintaining a Conviction
Buy List ra |
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l*******r
发帖数: 3799 | 10 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: Long Term Growth in US Labor Force
发信站: BBS 未名空间站 (Wed Mar 17 17:46:08 2010, 美东)
rt |
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r*m
发帖数: 16380 | 11 【 以下文字转载自 bluechips 俱乐部 】
发信人: rim (可乐会捂帮帮主), 信区: bluechips
标 题: T/VZ
发信站: BBS 未名空间站 (Thu Mar 18 16:49:44 2010, 美东)
I sold covered call for T today, for VZ yesterday.
T: average cost $25.5, sold July 26C for $0.80, will have 2 dividends of 0.
42 each in early April and early July. by July OE, if T > $26, I will get $
26 + $0.80 + 0.84 = $27.64 - $25.5 = $2.14 per share for a holding time of
roughly 5 month. Break even point is $24.
VZ: average cost $29, sold July 30C for $1.05, will have 2 div |
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l*******r
发帖数: 3799 | 12 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: Watch AMGN
发信站: BBS 未名空间站 (Thu Mar 18 22:17:10 2010, 美东)
I see accumulatiOn and an ascending triangle fOrmation since Dec. A false
brOke Out in late Jan. NOw it tries
tO brOke Out 58 again.
If it hOlds 58 tOmOrrOw, a lOng with stOp @ 58 may be a safe play. |
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n******n
发帖数: 12088 | 13 【 以下文字转载自 bluechips 俱乐部 】
发信人: newgumin (新股民), 信区: bluechips
标 题: pfe testing 200sma @ 16.98
发信站: BBS 未名空间站 (Fri Mar 19 11:12:46 2010, 美东)
high open @ 17.3, big volume, looks a little bearish. let's see if it can
hold 200sma.
not finding any bad news though. |
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l*******r
发帖数: 3799 | 14 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: Market Overview 2010-03-21
发信站: BBS 未名空间站 (Mon Mar 22 01:08:16 2010, 美东)
先说说总的感觉，我们面临调整，但调整幅度不会超过1-2月的幅度。
* 大部分的indicator都指向调整：
o Bullish percentage > 85%
o 20 days equity put/call ratio dip below 0.550
o VIX new low
o Positive divergence of TRIN
o VIX:VXV ratio dip below 0.875
o NYSI is about to turn around.
o 美元牛棋突破
* 牛的地方：SPX weekly 刚刚突破 200EMA并且站住。 刚刚经历过一次深度调整，和
猛烈的出货（2月初），所以短
期再出现同等的出货可能性不大。星期5的量巨大，但没有出现出 |
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l*******r
发帖数: 3799 | 15 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: Moody's Warns Of Bank Sectors
发信站: BBS 未名空间站 (Mon Mar 22 16:26:14 2010, 美东)
Moody's says that if the Dodd bill passes in the substantially proposed form
, the rating agency will likely need
to cut various banks due to the elimination of assumptions about systemic
support as some from a resolution
authority is introduced. The banks that would suffer the most are: Bank of
America- 4 notches from the
current HoldCo Sr rating of |
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l*******r
发帖数: 3799 | 16 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: GS Conviction Buy List 03/24/2010
发信站: BBS 未名空间站 (Sun Feb 7 17:56:18 2010, 美东)
3/24/2010 - Downgrades IPPs and diversified utilities to neutral, remove NRG from buy list; downgrades
RRI
3/24/2010 - Reiterates Conviction Buy List Rating on UFS
3/17/2010 - Adds ADSK; removes CVLT, CMI, ERIC
3/16/2010 - Adds ALXN, ICLR; removes TEVA, UNH
3/15/2010 - Removes RSH
3/12/2010 - Downgrades HBC to neutral
3/12/2010 - Reiterates Convic |
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l*******r
发帖数: 3799 | 17 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: Do you know why USD shoot up today?
发信站: BBS 未名空间站 (Wed Mar 24 21:50:50 2010, 美东)
GS was stopped out. LOL
Slightly less than two weeks ago we initiated a long EUR/$ trade
recommendation on the basis of three factors.
First we anticipated a notable improvement of cyclical growth news in the
Eurozone, second we highlighted
the continued USD negative BBoP flows and finally, we assumed that the
Greece risk premium in the Euro
wo |
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l*******r
发帖数: 3799 | 18 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: EURO: where is the bottom?
发信站: BBS 未名空间站 (Wed Mar 24 21:12:07 2010, 美东)
rt |
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n******n
发帖数: 12088 | 19 【 以下文字转载自 bluechips 俱乐部 】
发信人: newgumin (新股民), 信区: bluechips
标 题: 过去一年/半年SP500和恒生涨幅
发信站: BBS 未名空间站 (Thu Mar 25 11:47:53 2010, 美东)
一年：恒生54%，SP44%。
半年：SP14%，恒生0%。 |
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l*******r
发帖数: 3799 | 20 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: Burger King sales could offer upside surprise
发信站: BBS 未名空间站 (Tue Mar 30 11:49:25 2010, 美东)
Despite concerns that demand for its double cheeseburger is waning, same
store sales at Burger King
Holdings Corp. are expected to improve in March and should provide a boost
to the beleaguered stock, says
Gregory Badishkanian, Citigroup Capital Markets analyst.
"We sense Burger King's U.S. same store sales increased meaningfully durin |
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l*******r
发帖数: 3799 | 21 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: Goldman is behind Geely
发信站: BBS 未名空间站 (Tue Mar 30 12:05:41 2010, 美东)
Geely Buys Volvo: Goldman Gets The Upside, You Get The Downside
http://baselinescenario.com/2010/03/30/geely-buys-volvo-goldman-gets-the-upside-you-get-the-
downside/
Goldman Sachs’ private equity owns a significant stake in Geely, with the
explicit goal of helping that company
expand internationally. Remember what Goldman is – or rather what Goldman
becam |
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l*******r
发帖数: 3799 | 22 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: U.S. tech and healthcare stocks ready for rising rates
发信站: BBS 未名空间站 (Tue Mar 30 15:35:00 2010, 美东)
U.S. technology and healthcare stocks are well positioned to benefit in an
environment of rising interest rates,
according to a new Standard & Poor's report.
Sam Stovell, chief investment strategist for equity research, said the U.S.
Federal Reserve has tighten monetary
policy 13 times since 1946.
On average, U.S. equities cli |
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l*******r
发帖数: 3799 | 23 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: ER schedule (2010/03/29 - 2010/04/02)
发信站: BBS 未名空间站 (Tue Mar 30 21:42:52 2010, 美东)
Date Time Symbol Company Estimates |
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l*******r
发帖数: 3799 | 24 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: Oil Price in Big Macs
发信站: BBS 未名空间站 (Thu Apr 1 20:46:23 2010, 美东)
rt |
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l*******r
发帖数: 3799 | 25 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: Oil weighted stocks trading at big discounts
发信站: BBS 未名空间站 (Thu Apr 1 20:37:21 2010, 美东)
Jeff Martin and Kam Sandhar have done the math on commodity prices relative
to stock prices. Despite
constant chatter about soggy natural gas prices, the Peters & Co. Ltd.
analysts think investors are giving gas
companies too much credit. And oil outfits? Overlooked.
"Based on the forward strip [prices], the oil weighted entities will |
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l*******r
发帖数: 3799 | 26 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: Q1 performance by country
发信站: BBS 未名空间站 (Sun Apr 4 16:59:16 2010, 美东)
rt |
|
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l*******r
发帖数: 3799 | 28 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: SPX, earnings, and forward P/E ratio
发信站: BBS 未名空间站 (Tue Apr 6 14:10:51 2010, 美东)
Explain why people are buying now ... |
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l*******r
发帖数: 3799 | 29 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: XLP close to all time high
发信站: BBS 未名空间站 (Tue Apr 6 14:16:59 2010, 美东)
amazing |
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n******n
发帖数: 12088 | 33 【 以下文字转载自 bluechips 俱乐部 】
发信人: newgumin (新股民), 信区: bluechips
标 题: 谁说说高盛到底出了什么问题？
发信站: BBS 未名空间站 (Fri Apr 16 23:58:01 2010, 美东)
虽然高盛被告很解气，但他们到底是哪里有问题啊？
我的理解，有个赌客炮森想压小在地产市场。高盛帮着找了个压大的赌客和他对赌，然
后抽成。
是说高盛误导了压大的赌客吗？毕竟赌局没成，高盛这个坐庄的就没钱赚。 |
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l*******r
发帖数: 3799 | 35 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: Backwardation in Unlead Gasoline Future Chain
发信站: BBS 未名空间站 (Wed Apr 21 00:55:54 2010, 美东)
rt |
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l*******r
发帖数: 3799 | 36 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: Is dollar index hitting a wall?
发信站: BBS 未名空间站 (Wed Apr 21 01:24:11 2010, 美东)
The notorious 50% retracement. |
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l*******r
发帖数: 3799 | 37 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: Greece 10-y bond yield is 8.84% now ...
发信站: BBS 未名空间站 (Thu Apr 22 13:55:29 2010, 美东)
强盗众人腿阿。。。 |
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r******o
发帖数: 1530 | 38 【 以下文字转载自 bluechips 俱乐部 】
发信人: rogerguo (roger), 信区: bluechips
标 题: 这个ER的主题是：顺果果者昌，逆果果者亡。
发信站: BBS 未名空间站 (Thu Apr 22 16:12:19 2010, 美东)
跟果果没关系的，都没大事，
今天果果超过微软，也算见证历史。 |
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l******s
发帖数: 1276 | 39 【 以下文字转载自 bluechips 俱乐部 】
发信人: leonidas (东海兔子), 信区: bluechips
标 题: 做一个Screener真麻烦！！
发信站: BBS 未名空间站 (Thu Apr 29 02:19:16 2010, 美东)
我想做一个很简单的screener, Russell 1000 里面每天扫一下，找最近30天内股价是
52week
high总数最多的前10个stock.
尝试两个方案：
1)C#
C#下载yahoo EOD数据，吧EOD price做成SQL数据
用C#自己得写一堆函数，简单的功能就得花老大力气。。
2)Amibroker AFL
AFL 描述52 week high 只需一句话， 可是我不知道怎么用script描述最近30天内52
high的总
数。。。
上来问问，有谁做过类似的screener吗？ |
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r*m
发帖数: 16380 | 40 【 以下文字转载自 bluechips 俱乐部 】
发信人: rim (可乐会捂帮帮主), 信区: bluechips
标 题: Re: BP: chance to load?
发信站: BBS 未名空间站 (Thu Apr 29 12:41:54 2010, 美东)
I think it's a oppurtunity to load some.
BP has 3B shares outstanding.
$1 drop mean $3B loss in market value.
How much would this disaster cost? $3B? $6B?
BP dropped more than $5 already, $15B priced in. |
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l*******r
发帖数: 3799 | 41 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: Dan's pick this week
发信站: BBS 未名空间站 (Mon May 3 15:19:12 2010, 美东)
GS June 155 165 1 by 2 call spread. See how they perform ...
Interesting that he did not make it a risk reversal. He is not sure about
the downside risk either. |
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l*******r
发帖数: 3799 | 42 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: 探营涨停板敢死队
发信站: BBS 未名空间站 (Sun May 16 16:17:36 2010, 美东)
本报记者 王燕平 文并摄
闻名江湖的涨停板敢死队——光大证券(17.65,-0.39,-2.16%)宁波解放南路营业部
，最近过得并不如意。自股指期
货推出以来，在A股二级市场上，不但在大盘股上损失惨重，连过去最拿手的题材股炒
作也屡屡失手。
大熊市中都敢拉涨停板的涨停板敢死队怎么了？难道当初的主力队员已经撤离？还
是开辟新的战场转战了股指期
货？近日，记者以一名投资者的身份来到这家游资大本营，了解到一些鲜为人知的故事。
“敢死队”核心队员 宾利兰博基尼轮流开
走进位于宁波解放南路67-2号的光大证券宁波解放南路营业部，一时不敢相信这里
就是威震江湖的涨停板敢死队驻
扎的地方：一楼一间普通的门面，实际上只是通往楼上的一条通道，既没有显赫的招牌
，也没有气派的装修。
营业部的交易场所在二至四楼。二楼是散户大厅与大户室，三楼是大户室与几间贵 |
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b********y
发帖数: 5829 | 43 【 以下文字转载自 bluechips 俱乐部 】
发信人: badcompany (哥玩的不是股票，是心跳！), 信区: bluechips
标 题: AAPL 小时图 三角
发信站: BBS 未名空间站 (Tue May 25 12:30:18 2010, 美东)
如何？ |
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a*******9
发帖数: 2265 | 44 【 以下文字转载自 bluechips 俱乐部 】
发信人: afang2009 (miggie miggie o i ni), 信区: bluechips
标 题: 第一帖， 请大牛指正
发信站: BBS 未名空间站 (Wed May 26 19:37:52 2010, 美东)
是不是基本上每年Memorial Day前后一天都大涨？
2010年05月31日，美国阵亡战士纪念日 |
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b********y
发帖数: 5829 | 45 【 以下文字转载自 bluechips 俱乐部 】
发信人: badcompany (哥玩的不是股票，是心跳！), 信区: bluechips
标 题: 我的shopping list
发信站: BBS 未名空间站 (Wed May 26 22:25:34 2010, 美东)
我还是着重买最近大跌中最强势的股票，最好是一直稳在50EMA之上，尤其接近历史新
高的。
NFLX
SNDK
AKAM
ICE (因为金融改革法案）
PWER
GS （因为金融改革法案，利空出尽）
CRUS
BIDU |
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b********y
发帖数: 5829 | 46 【 以下文字转载自 bluechips 俱乐部 】
发信人: badcompany (哥玩的不是股票，是心跳！), 信区: bluechips
标 题: SPY positive reversals
发信站: BBS 未名空间站 (Thu May 27 01:26:23 2010, 美东)
Yesterday's late day turnaround in the S&P 500 marked only the 19th time
since 1997 that the index was down at least 2% but then finished the day
higher. At yesterday's low, the S&P 500 was down slightly more than 3%
before finishing the day in positive territory. There have only been
eight days since 1997 where the index erased an intraday decline |
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l*******r
发帖数: 3799 | 47 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: Why Oil Drop So Much?
发信站: BBS 未名空间站 (Thu May 27 10:07:32 2010, 美东)
高盛对油价走势预判失误 或将丢原油定价话语权
5月3日，89.77美元；5月25日，67.15美元——NYMEX原油(72.94,1.43,2.00%)期货主力
7月合约跌去25%，仅仅用
了15个交易日。
然而，高盛公司商品研究部门主管Jeffry Currie对油价的预估，从年初的100美元
下调至5月中旬的65美元，却足足
用了5个月。
在2008年之前高盛一路唱多，直到油价创造史无前例的147美元天价，一战而彻底
奠定在原油领域长久以来就具有
的权威性。
然而，伴随着欧元主权债务危机升级、美元连续刷新年内新高、高盛“欺诈门”等
基本面影响，这轮油价疾速下跌的
背后，高盛——全球原油市场的最强看涨机构，正面临着丢失原油定价话语权的隐患。
高盛滑铁卢
高盛这个全球最大的原油多头，正遭遇“滑铁卢”？种种迹象表明 |
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l*******r
发帖数: 3799 | 48 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: Why Exactly is TA Important?
发信站: BBS 未名空间站 (Thu May 27 19:22:29 2010, 美东)
http://blog.afraidtotrade.com/so-why-exactly-is-technical-analysis-important/
It’s days like this that the broader investing public learn the benefit of
even simplistic technical analysis and levels to watch.
You don’t have to be a chart wizard to know key levels to watch that are
likely turning points in a market.
Let’s take today’s S&P 500 Daily Char |
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l*******r
发帖数: 3799 | 49 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: Will Feburary SP500 Pattern Repeat?
发信站: BBS 未名空间站 (Thu May 27 19:27:00 2010, 美东)
http://blog.afraidtotrade.com/will-february-sp500-pattern-repeat-and-show-the-future/
One of my favorite things about technical analysis/charting is uncovering
past patterns that resemble what’s happening right now in the market.
Doing so allows for comparison to see if history is repeating, and if
history repeats – or the pattern repeats – the |
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l*******r
发帖数: 3799 | 50 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: The 1100 Level on the SP500 May 27
发信站: BBS 未名空间站 (Thu May 27 21:51:33 2010, 美东)
http://blog.afraidtotrade.com/the-1100-level-on-the-sp500-may-27/
From one expected price level to the next – that’s how short-term trading
works.
Right now, we face the next key level to watch – overhead resistance – at
1,100 and so we play another round of “will it break or will it hold.”
Here’s a quick update:
The 1,100 level is ’round number |
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