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全部话题 - 话题: gurufocus
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d******1
发帖数: 349
1
Multiple Key Insider Purchases May Be Signaling a Bottom for Qualcomm
有谁敢抄底吗?
After peaking at $80 per share last year, Qualcomm (QCOM) has had a rough go
with the stock down over 30%. Qualcomm management had to deal with multiple
challenges including an investigation of licensing business practices by
China and the loss of Samsung Galaxy S6 smartphone business.
However QCOM remains the dominant IP force in mobile phones and virtually
all mobile phone manufacturers who use 3G or 4G technologies ... 阅读全帖
a********y
发帖数: 1262
2
来自主题: Stock版 - 虎子 提醒一下 TNAV
http://www.gurufocus.com/forum/read.php?10,135419,135419
TeleNav Inc. (TNAV) President,CEOandChairmanBOD H.p. Jin sells 19,999 Shares
Posted by: gurufocus (IP Logged)
Date: June 3, 2011 01:19PM
President,CEOandChairmanBOD of TeleNav Inc. (TNAV) H.p. Jin sells 19,999
shares of TNAV on 06/01/2011 at an average price of $16.27 a share.
Telenav Inc. has a market cap of $687.8 million; its shares were traded at
around $16.36 with a P/E ratio of 16.7 and P/S ratio of 4.
CEO Recent Trades:
Sell: Pr... 阅读全帖
m****r
发帖数: 5435
3
来自主题: Stock版 - 13F filing

查了一下,有个聪明的国人已经作了这个生意:
http://www.gurufocus.com/?affid=45223
这个网不错,我打算用这个了:
http://www.forbes.com/sites/gurufocus/
M***n
发帖数: 5815
y*****l
发帖数: 5997
t*******o
发帖数: 1464
6
来自主题: _pennystock版 - MPET
说起insider
Weekly CFO Buys Highlight
May. 29, 2010 | Filed Under: BWEN , SATC , CAMP , ASTM , ZAGG , CMCSA ,
MPET
http://www.gurufocus.com/news.php?id=95997
According to GuruFocus Insider Data, the largest CFO buys during the past
week were Magellan Petroleum Corp. (MPET), Comcast Corp. (CMCSA), Zagg Inc.
(ZAGG), Aastrom Biosciences Inc. (ASTM), CalAmp Corp. (CAMP), SatCon
Technology Corp. (SATC), and Broadwind Energy Inc. (BWEN)
Controller / Interim CFO of Magellan Petroleum Corp. (MPET) Susan ... 阅读全帖
y****t
发帖数: 10233
7
来自主题: Military版 - 最近media matters跟fox news干上了.
为什么?
因为glenn beck把soros的臭事全揭了.从stimulus bill到cap n trade到obamacare,基
本上全是一个组织写的,就是apollo alliance.这就是soros的一个front group.于是老
爹急了,先找glenn beck喝茶,小子根本没甩他,结果老头子就直接上打手media matters
了.
对了,最近obama去了趟南美,去干嘛了?居然给钱去让Petrobras去offshore采油?有木有
搞错?
去年才把美国墨西哥湾的采油给封了,怎么巴巴给别人送钱去了?
http://online.wsj.com/article/SB1000142405297020386320457434661
不奇怪,soros老爹 top one holdings is petrobras
http://www.gurufocus.com/news.php?id=66288
说白了,这就是米犹资本家的内哄,你们useful idiots just fend off ba...
C****2
发帖数: 2904
8
来自主题: Military版 - 美元利息涨中国怕,美国更怕啊
美国国债20万亿,利率到3%,利息一年6000亿,关键是有人接手,要没人接呢?有人估
计要一万亿了,还有各种军事加大花费,修墙,还有公司大减税,美国不到两年破产。
How High Can Interest Rates Go Before National Debt Is Unsustainable?
t is a question we are all asking ourselves as the national debt approaches
$20 trillion with Donald Trump about to occupy the White House and planning
a $1 trillion infrastructure program.
Interest rates are climbing all across the yield curve having just been
exacerbated by Thursday's overnight funds rate hike by the Federal Reserve
Board. How ... 阅读全帖
D**s
发帖数: 6361
9
来自主题: Military版 - 美元利息涨中国怕,美国更怕啊
美国国债可靠是因为美国本土远离欧亚大陆,自南北战争以来没什么战火烧到美国本土
,钱放美国安全…现在有可靠能力大规模攻击美国本土的国家就俄,中,法,英&
#8230;
[在 CK2002 (打酱油) 的大作中提到:]
:美国国债20万亿,利率到3%,利息一年6000亿,关键是有人接手,要没人接呢?有人
估计要一万亿了,还有各种军事加大花费,修墙,还有公司大减税,美国不到两年破产。
:How High Can Interest Rates Go Before National Debt Is Unsustainable?
:t is a question we are all asking ourselves as the national debt approaches
$20 trillion with Donald Trump about to occupy the White House and planning
a $1 trillion infrastructure program.
:Interest rates are climbing all across ... 阅读全帖
d*****s
发帖数: 5610
10
各行各业出人才,关键有点兴趣+长期跟踪。
给你说个人。
Charlie Tian,国内物理光学博士,快20年前来美上班,光纤企业,对投资感兴趣,慢
慢搞自己网站,现在开了自己网站。https://www.gurufocus.com/,6,700万左右
revenue一年,雇了几个人,很多投资媒体也采访他,完全自己搞起来的。
g******t
发帖数: 18158
11
来自主题: Military版 - 外资现在都是疯狂流入中国的
我去查了一下,他真的在投资中国了,达叔忽悠我们小散干嘛呢
Ray Dalio's Top 6 Buys of the 2nd Quarter
GuruFocus.com August 13, 2019
Bridgewater Associates, the $165 billion hedge fund founded by Ray Dalio (
Trades, Portfolio), disclosed this week its top six buys for the second
quarter were iShares China Large-Cap Exchange-Traded Fund (FXI), iShares
MSCI China ETF (NASDAQ:MCHI), Stanley Black & Decker Inc. (NYSE:SWK), Bank
of New York Mellon Corp. (NYSE:BK), Schlumberger Ltd. (NYSE:SLB) and
BorgWarner Inc. (NYSE:BWA).
w****o
发帖数: 2210
12
来自主题: Stock版 - CAMP 明天进应该不错
今天收盘3.15。13号他们CEO 3.43买的:
http://www.gurufocus.com/news.php?id=81611
w****o
发帖数: 2210
13
http://www.gurufocus.com/news.php?id=83238
Chairman & CEO of Smithtown Bancorp Inc (SMTB) Bradley Rock buys 5,000
shares of SMTB on 02/01/2010 at an average price of $4.73 a share.
Smithtown Bancorp Inc has a market cap of $68.4 million; its shares were
traded at around $4.6 with a P/E ratio of 4.9 and P/S ratio of 0.7.
CFO Recent Trades:
Buy:: EVP/CFO Christopher Becker bought 4,300 shares of SMTB stock on 02/01/
2010 at the average price of 4.73, the price of the stock has decreased by 2
.75%
s*****i
发帖数: 650
h****g
发帖数: 312
15
来自主题: Stock版 - john paulson 祝大家大吉利是
以上用以自勉和与大家共勉!平常心!
BTW,上次有几位大哥在担心C和BOA。可以去gurufocus看看都有什么人大量持有这两家
公司。
w*******o
发帖数: 6125
16
来自主题: Stock版 - pmi整个疯了。
A rough estimate for his average cost on PMI is $4.91
http://www.gurufocus.com/StockBuy.php?GuruName=John+Paulson
//Any BAOZI for this link?
b****c
发帖数: 49
17
Gurufocus is not so updated, any other website?
k***n
发帖数: 3158
18
来自主题: Stock版 - Soros投机加拿大铂金公司PLG?
http://www.gurufocus.com/StockBuy.php?symbol=PLG
you can calculate his average cost.
I played it earlier this year. got in 1.79 and out 2.59

了9
m*****u
发帖数: 5534
19
NVDA 老总最近卖掉了699,927股@15.1
我看他既然都卖了,我也该出货了。
http://www.gurufocus.com/news.php?id=116824
d*****h
发帖数: 202
20
来自主题: Stock版 - ENTR怎么办?
现在跳水是因为一个小时以前CEO卖了15k股吧
http://www.gurufocus.com/news.php?id=122941
g*********7
发帖数: 80
21
来自主题: Stock版 - ENTR怎么办?
主要是最近一两个月看到高层频繁在卖股,从ceo到cfo到vp,感觉他们自己都在套利,
我不看好长期了
不过我是新手,只是我个人观点拉
http://www.gurufocus.com/news.php?id=122941
I***C
发帖数: 765
22
来自主题: Stock版 - 奈克beat了, 霸肥乐了
没有抬杠的意思,
buffet去年底sold out all nke
http://www.gurufocus.com/StockBuy.php?GuruName=Warren+Buffett&r
他的其他holding还是很不错的,比如那时新买的ma,
重仓的wfc和jnj,就是怕没人敢pump给他抬轿子,
s*k
发帖数: 2941
i**********2
发帖数: 1114
o******r
发帖数: 259
g****e
发帖数: 1426
26
来自主题: Stock版 - CPY IS GOOD BUY?
It seems it is time to buy this week for some quick money short term. I will
load some tomorrow.
Reasons:
1. oversold,
2. far undervalued,
3. short to cover,
4. momentum to bounce,
For a recent article below for a good introduction of the company with
background on recent crash in its share price:
http://www.gurufocus.com/news/157175/cpi-corp-buy-at-90-discoun
Happy New Year to all. Good luck and have a successful 2012.
i*********n
发帖数: 5465
g******8
发帖数: 990
28
来自主题: Stock版 - ackman 给 carl 提鞋都不配
ibm好股。就是太贵了哈哈

http://www.gurufocus.com/StockBuy.php?GuruName=Carl Icahn" x-apple-data-detecto........
i*********n
发帖数: 5465
g******8
发帖数: 990
30
来自主题: Stock版 - ackman 给 carl 提鞋都不配
ibm好股。就是太贵了哈哈

http://www.gurufocus.com/StockBuy.php?GuruName=Carl Icahn" x-apple-data-detecto........
f****r
发帖数: 5118
31
来自主题: Stock版 - 投资标的:sina、qihu、bidu
Hedge fund 从EDU换bidu了,其实就是降低自己的PE。木鸡其实也该做类似调整了,前
景堪忧
http://www.forbes.com/sites/gurufocus/2013/04/17/hedge-fund-joh
s*******t
发帖数: 335
32
来自主题: Stock版 - Greg Speicher 语录 (ZT)
31、不要让那些重要但不可知的事情来妨碍那些重要但可知的事情。许多人犯这个错误
并浪费了大量的时间;
32、对于完全基于均值回归概念的投资标的要持怀疑态度。花些时间思考一下,产生先
前结果的条件, 是否在未来依然存在;
33、跟踪你的业绩。如果你想要进步,就要对自己完全诚实。选择一个合理的方式来做
这个事情,不要过份强调短中期的情况;
34、如果总体经济情况不好,投资那些能活下来,甚至活得不错的企业;
35、使用错误清单。一些最聪明的人都这样做。它们会帮助改善业绩。如果你已经很牛
逼了,它会让你更牛逼。如果你已经觉得牛逼了,还是去做一下吧!很多人会忽视这条
建议。
36、保持谦逊。一些非常聪明的人,认为他们已经绝对有把握的时候,却做了成本很高
的傻事;
37、Don’t risk what you need for what you want and do not need. This has
been a recipe for
tragedy for many.
38、永远不要把自己置于用股票投资来解决短期流动性的处境。这会影响你的心态,并
大大增加你在底部卖出地可能性(这是经典的投... 阅读全帖
f*******h
发帖数: 721
33
来自主题: Stock版 - Alert, 大家不要再买股票了
不要误导青蛙了。这明明是2012年8月的文章。
巴菲特每个季度持仓变化在此http://www.gurufocus.com/StockBuy.php?GuruName=Warren+Buffett
无良发帖者,to da hell!
n**q
发帖数: 1147
34
这个网站据说是一个Texas的老中博士 Charlie tian 创办的,跟踪buffett等投资者的
即时股票买卖,年费299美金。 有人用过吗?有什么评价? 谁有兴趣和我share cost
for user account?
w*j
发帖数: 6104
35
来自主题: Stock版 - 国债又是暴跌
http://money.cnn.com/data/markets/sandp/
这个上面是20.7, 2000个小盘股是30左右.
从这个指标看好象不高,但从总市值/GDP的比例来看,现在仅比2000年最高的时候低一点
http://www.gurufocus.com/stock-market-valuations.php
k***s
发帖数: 277
36
我也来补充两句,从gurufocus上看到的一些情况
1. 存货近期增加过猛,以至于在盈利情况下现金流为负
2. 没有长期负债,债务压力小,财务稳定
3. 资本投入小(cap expenditure), 属于轻资本行业(巴菲特的最爱),这个与楼主的
介绍吻合。
同行业比较,其实TJX和DDS要比它强些,不过SHOS价格不错。
正在考虑是否要买一点。可能是股价翻番的牛股,但也有可能被砍。

SHOS
r*****t
发帖数: 7278
O*O
发帖数: 2284
38
来自主题: Stock版 - 股票免费基本面数据
morningstar, gurufocus
不过数据都有缺漏和错误的

[发表自未名空间手机版 - m.mitbbs.com]
b*****p
发帖数: 9649
39
来自主题: Stock版 - 目标,特性,和策略
回复Look大牛,补充一个 Arbitrage trade
这个是实实在在能赚到钱的。看到了好几个木鸡的交易了。
http://www.investopedia.com/articles/trading/04/111004.asp
http://www.gurufocus.com/news/154898/evaluating-warren-buffetts
d*******d
发帖数: 3382
t*******l
发帖数: 3662
41
pls ignore 0%
it looks like gurufocus has no history data and that's why it shows 0%
Nasdaq data shows there is 2990 short interests one day to cover dated on 6/
30

。。
t*******l
发帖数: 3662
42
来自主题: Stock版 - short interests
数据可能不是最新的今天数据
gurufocus上有每天的short interest数据
f*****n
发帖数: 18176
43
来自主题: Stock版 - 巴菲特
http://www.gurufocus.com/StockBuy.php?GuruName=Warren+Buffett
这里有今年六月的
c***x
发帖数: 1922
N*****d
发帖数: 9872
45
来自主题: Stock版 - SUNE, VRX都需要高频交易
去gurufocus看看吧。Einhorn这厮不简单
[在 Noktard (Margin Call) 的大作中提到:]
:节奏普通人很难掌握
g****t
发帖数: 31659
s**l
发帖数: 869
47
来自主题: Stock版 - 哪里可以查industry的PE 历史
gurufocus很不错,但是许多信息收费。。。不知道有没有免费的方法
m*******a
发帖数: 4507
48
来自主题: Stock版 - 道指从1万到2万点用了17年
Total Market Cap to US GDP is around 150% in early 2000, 110% in Jun 2007,
and now sitting at 127%.
http://www.gurufocus.com/stock-market-valuations.php

发帖数: 1
49
gurufocus非常不错 只是会员有点贵300多 可以找几个人团购一个账号 还是非常值得
s********i
发帖数: 17328
50
多的是啊,不过都是瞎扯。官方的你可以看分析师的报告啊,SP,morningstar,
valueline啥的。起哄的论坛比如,seeking alpha, gurufocus, yahoo finance也有讨
论。
一个人一个想法,同一只股票,有的分析师说strong buy,有的分析师说sell,你咋办
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