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l******2
发帖数: 5522 | 2 你知道我为什么只买HIG， 而不买别的保险公司吗？
就是因为HIG在同行里持有股票资产最多的， 2008年亏欠是因为这个， 今后5年赚钱也
会因为这个。
HIG有 $78B债券 vs $34B股票 (2 ：1)
看看别的保险公司
MET有 $327B债券 vs $4B股票 (100: 1)
LNC有 $68B债券 vs $0.2B股票 (100： 0)
TRV有 $63B债券 vs $0.5B股票 |
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B**********r
发帖数: 7517 | 3 Take it easy. Many of you positions are smallcaps, and some of them are bad
stocks. Smallcaps were down 2% today.
Some recommendations of deep value stocks:
C MS DB. MT HIG. PL. LNC. RAS NRF XIN. NM CIS |
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B**********r
发帖数: 7517 | 4 HIG
PL
MT
C
LNC
DB
ING
XIN
For some of them, I use forward P/E < 5, and current P/E < 7.
I ignore Chinese solar companies, and reverse mergers. |
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e***z
发帖数: 7126 | 10 你要是仓位不够大，别人不敢跟阿，除非你上了几万还差不多 |
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f******d
发帖数: 6361 | 11 我绝对相信刀兄！！！！！否则也不会找你结拜，你在考虑一下。 |
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c*******9
发帖数: 6411 | 13 ding
cplus2009，您好：
您转给 ljiiuan2,现金(伪币):10,收取手续费:0.1
站务 |
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l******2
发帖数: 5522 | 14 I do not need your WB
ljiiuan2，您好：
您转给 cplus2009,现金(伪币):10,收取手续费:0.1
站务 |
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l******2
发帖数: 5522 | 15 They are buy 1 get 3 free!!!!!!!!!!!! |
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d******4
发帖数: 3451 | 17 今天put了hig,赚了个buffet钱就跑掉了。。
这些金融弹起来jj都得割 |
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t*********t
发帖数: 1058 | 18 文刀兄的定力让我十分佩服。我前天买了些HIG，在昨天闭市前割了。。。 |
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P*****e
发帖数: 260 | 19 Shame on you! You just see the cheap stocks, but fail to see why they are
cheap. Your gains are by luck, not your skills. |
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P*****e
发帖数: 260 | 20 Shame on you! You just see the cheap stocks, but fail to see why they are
cheap. Your gains are by luck, not your skills. |
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l******2
发帖数: 5522 | 22 you are fucking day trader, |
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l******2
发帖数: 5522 | 23 I see they are cheap, I also see they are cheap because market is acting
beyond their stupid |
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P*****e
发帖数: 260 | 24 Their Stupidity, not "their stupid" |
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B**********r
发帖数: 7517 | 25 I use Fidelity stock screens to select stocks:
(1) price >= $1
(2) market cap > $100m
(3) average daily volume > 0.1m
(4) price/book < 0.5
(5) current year P/E < 8
(6) next year P/E < 6
There are 32 stocks meeting all conditions. I drop 4 of the 6 solar stocks (
too many), and drop a few stocks that missed consecutive earnings. I have
the following list of 25 stocks (sorted in decreasing order in market cap):
OGZPY C BNPQY DB BCS AXAHY MT ING SCGLY HIG LNC AGO BPOP PL
SYA YGE KND... 阅读全帖 |
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l******2
发帖数: 5522 | 26 90% of the following list is Bullshit
OGZPY C BNPQY DB BCS AXAHY MT ING SCGLY HIG LNC AGO BPOP PL
SYA YGE KND AEL JASO NM GTIV PNX XIN SKH VOXX
( |
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s*******d
发帖数: 3786 | 29 他的三架马车HIG/LNC/GNW今天很high,等他割肉还早着呢。 |
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J******s
发帖数: 913 | 30 Long:
FXI
LNC
XIN
Short:
TZA
FAZ |
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c*******o
发帖数: 3829 | 31 文刀兄去烧果果吧，比hold HIG/LNC/GNW 强多了。lol |
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w*j
发帖数: 6104 | 34 If you bought call, then sell to close. Or you can wait next monday to
sell 1000 shares LNC.
If shorted naked call, then buy to close.
？ |
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o***s
发帖数: 575 | 35 at
Yep, you can exercise the calls any time for American-style options. European-style option contracts may only be exercised at the option's expiration date.
He meant you after Nov 18 you can buy 1000 shares LNC with $21 and sell them
at market price if you want. Of course you can choose to hold those 1000
shares instead of selling them immediately.
at |
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a****g
发帖数: 8131 | 36 he can exercise any time as long as lnc exceeds 21
but who will do so to lose the time money?
them |
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l*****t
发帖数: 8319 | 37 be careful, easily got wiped out |
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q****e
发帖数: 793 | 38 从asset和PE上来看，貌似都很便宜
但是大量的asset是Investment In Debt Securities，不知道这些债券是否有default
的风险，所以拖累了公司的股价？是不是一般这些债券都是按买入价记的，就算是现在
贬值了在asset上也看不出来？
HIG还有大量的Trading Asset Securities，这些是不是就是股票啊什么的？
哪位懂行的出来帮忙解释解释啊 |
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B**********r
发帖数: 7517 | 40 对了，价直投资往往就要买Losers
不明白的人还笑你不去追高杀跌 |
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B**********r
发帖数: 7517 | 41 I just bought a little HIG to support you. |
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l******2
发帖数: 5522 | 43 In order for HIG to reach $100, it must drop to $1 first to store enough
uptrend potential |
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B**********r
发帖数: 7517 | 49 CNO had a good ER. You can sell some if it worries you.
The market current likes value stocks, and finds reasons sell hard
technology stocks (many bubbles in those sectors). |
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