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s****l
发帖数: 10462 | 2 今天被瑞么烧焦了屁股，70.8x空的，72.5盖的
觉得真是巨大的反指
思前想后，觉得应该利用现成的反指
一狠心，在72.3x改成多了，总算在烧糊的屁股上面摸了一层烫伤膏。 |
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S**********r
发帖数: 553 | 5 现在屁股疼。。。
当时还买了COH, TIF,M，GES,NKE, MCD，GME,TGT等传统商店。。。 |
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H********7
发帖数: 2369 | 6 随
着沃伦·巴菲特(Warren Buffett)旗下Berkshire Hathaway Inc. (BRKA, BRKB)一位资
深基金经理的退休，该公司去年第四季度对美国银行(Bank of America Co., BAC)、耐
克公司(Nike Inc., NKE)及Fiserv Inc. (FISV)等公司的股票进行了清仓。
根据周一的一份监管文件显示，Berkshire Hathaway还卖出了其所持全部Becton
Dickinson & Co. (BDX)、康卡斯特(Comcast Co., CMCSA)、Lowe's Cos. (LOW)、纳尔
科公司(Nalco Holding Co., NLC)的股票及雀巢公司(Nestle S.A. ADS, NSRGY)的美国
存托凭证。
上述出售的所有股票头寸此前似乎都由Berkshire Hathaway旗下汽车保险公司Geico
Corp.持有。长时间以来，该保险公司的投资组合由已于去年底辞职的Louis Simpson退
休。
Berkshire Hathaway在2010年最后三个月从投资组合中解除头寸的全部股票在... 阅读全帖 |
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z****u
发帖数: 305 | 10 午盤過後股市買入興趣消退，早盤一系列頗具鼓舞作用的新聞一度幫助主要指數上漲超
過1%。然而，股市仍然收高，但
漲幅不一。
考慮到日元迅速飆升可能導致的經濟後果，昨日日元錄得歷史最高水平後，七國集團已
宣佈一個日元介入計劃。雖然日
元兌美元指數回落了，但其他貨幣繼續上漲，美元指數跌至超過一年來的最低水平。日
本核事故達警戒水平的消息受到
的關注反而比較少。
利比亞外交大臣宣佈一個立即停戰打算，進一步為股市提供支撐，導致石油價格回落，
並在本交易日大部份時間里下
跌。
日本以及中東和北非風險的降低刺激早盤整體買入，幫助股市成功擴大上一交易日反彈
幅度至完全抵消週三錄得的所有
跌幅。然而，早盤交易開始削弱後，股市漲幅削減。
午盤後股市回落的原因是大科技股支撐的丟失。大盤科技股的疲弱導致納斯達克綜合指
數的表現落後於其它主要指數，
以及納斯達克100指數下跌0.2%。
雖然整體股市下跌，但航空股成功上漲近4%。
美聯儲宣佈已完成綜合資本分析和審核檢測後，一些銀行股成功維持大部份漲幅。
JPMorgan Chase (JPM 45.74,
+1.18), Wells Fargo (WFC 31.... 阅读全帖 |
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w****r
发帖数: 245 | 11 大侠，分类都分好了，求神签
# Basic Materials, Agricultural Chemicals
AGU Agrium Inc.
AVD American Vanguard Corp.
CAGC China Agritech Inc.
CF CF Industries Holdings, Inc.
CGA China Green Agriculture, Inc.
CMP Compass Minerals International
COIN Converted Organics Inc.
IPI Intrepid Potash, Inc.
MON Monsanto Co.
MOS Mosaic Co.
NOEC New Oriental Energy & Chemical
POT Potas... 阅读全帖 |
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m****a
发帖数: 112 | 12 Want picks? There are a lot out there:
Short AAPL
SHORT F
SHORT NKE
SHORT GE
SHORT SPY
SHORT QQQ
SHORT DIA
...... |
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c********g
发帖数: 1106 | 13 那像 COH,EL,NKE之流是不是也不能幸免？ |
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M*****8
发帖数: 17722 | 14 股票符号 日期 最后价 跌幅 百分比
AAR, 20110520, 24.4999, -0.1624, -0.7
AAUKY, 20110520, 23.8300, -0.0513, -0.2
AAWW, 20110520, 63.9700, -1.4313, -2.2
AAXJ, 20110520, 62.6625, -0.3633, -0.6
AB, 20110520, 21.5300, -0.0545, -0.3
ABAX, 20110520, 30.8500, -1.4335, -4.6
ABB, 20110520, 26.3200, -0.0229, -0.1
ABCO, 20110520, 50.9300, -0.4103, -0.8
ABFS, 20110520, 25.3500, -0.7916, -3.1
ABW-A, 20110520, 25.2... 阅读全帖 |
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v*****k
发帖数: 7798 | 16 Fedex ER定性了trans， NKE定性了discretionary， 估计INTC IBM AAPL问题不大，抢
劫日报重点关注cat。 |
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c***1
发帖数: 3281 | 17 是。这个我看过。不过如果选三个原因，在crox近期走势来说，nke ER 可能没有TBL
takeover和最近channel check report那么重要。 |
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c***1
发帖数: 3281 | 18 valuation肯定是不便宜的。不过这也是growth stock的特征。
retailers和restaurants里面不缺这些例子。看看CMG,看看UA, ANF, etc
lulu的growth margin去掉所谓的one-off items (撑死3-4%),也还有53-54%，不能说是
mediocre了。
你把它想成female 版的nke的话，可能就不会觉得那么ridiculous了。当然从现在的
scale真要发展成国际女性运动服名牌，还是有太多未知数。
未来三年到什么价我不知道。不过要到$30，除非market大crash，或者lululemon的
management做了特别特比stupid的事情，譬如quality 大幅度下跌，出现骨牌效应的
recall/return时间。今年EPS 2.16，明年2.70.这些都不是太ridiculous的预测。
以它目前只有142间店面的base,只要股市配合，要到$150还真不是梦。
ridiculously
(
the
short
am |
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w*********i
发帖数: 3092 | 22 两个明天的盘后ER
呵呵，喜欢赌的同学可以关注一下 |
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w*********i
发帖数: 3092 | 24 ORCL share drops after market close.
lol |
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d******4
发帖数: 3451 | 26 lol~ 我short了200股， buffet钱有了 |
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w********2
发帖数: 16371 | 29 hoho. niux
I like orcl a lot
hehe.. |
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r*******u
发帖数: 143 | 31 会更努力的,请给我意见
如果要word file 请留下 email
Stock Research Trader
SPREWELL YU
Week ending: 01/07/2012
READING THE MARKET
The beginning of the New Year starts off with a strong demand from the big
investors. Things have turned much more positive as upside volume come back,
the pass few days every time when the market gap down only to turn positive
in the end of the session. The Nasdaq has reclaim its 50dma and 200dma that
’s a very constructive sign that big investors are back to the market,due to
strong... 阅读全帖 |
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l**********y
发帖数: 2050 | 32 ☆─────────────────────────────────────☆
waitfortaxi (土人) 于 (Sat Dec 17 13:47:24 2011, 美东) 提到:
比赛规则如下:
(1) 选股范围： 所有在美国可以交易的股票或ETF（最多一个 3X ETF，1X不限），
可以选择long or short。股票
需满足111原则（股价1块，量1百万，资本1亿），最少满足2个条件。
(2) portfolio 规则： 每位选手必须选择最多5个股票, 低于5个的剩余资金按cash
equivalent 计算
(3) 比赛时间范围：两周为一期，共10个交易日，如中遇节假日竞赛不做补时处理。
(4) 排名规则： 选股后将遵从捂帮 BUY & HOLD (或 short & hold) 规则一直捂
到比赛结束日为止，将根据2周内股票的以下模拟操作总收益计算排名
*建仓价: 周五收盘价
*仓位大小: 总portfolio: 50K, 缺省舱位每个股票$10K,选手可以选择舱位,但每个股
票不能超过10K. 同时每个股票所买股数不能超过周五最后5分钟内... 阅读全帖 |
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l**********y
发帖数: 2050 | 33 发信人: riseofyou (You), 信区: Stock
标 题: 小弟第一次写股评报告，请大家多多包涵 for week 1/7/12
发信站: BBS 未名空间站 (Sat Jan 7 12:06:02 2012, 美东)
会更努力的,请给我意见
如果要word file 请留下 email
Stock Research Trader
SPREWELL YU
Week ending: 01/07/2012
READING THE MARKET
The beginning of the New Year starts off with a strong demand from the big
investors. Things have turned much more positive as upside volume come back,
the pass few days every time when the market gap down only to turn positive
in the end of the session. The Nasdaq has... 阅读全帖 |
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r*******u
发帖数: 143 | 34 Stock Research Trader
My holdings NUAN, INVN, ALXN ,VPHM ,SPPI all with 7 percent stop
Sprewell Yu
Week ending: 01/14/2012
READING THE MARKET
It’s another week of constructive action for the market. The first two trading day of the week has seen institutional buying as the volume exceeded prior days
for two sessions, this is a sign of big boy getting back to the market, and
also the indexes were able closed in the high of trading session which stays
above the 200 and 50 day moving average line.... 阅读全帖 |
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r*******u
发帖数: 143 | 35 Stock Research Trader
current holding- AH, TIBX, LNKD, FTNT, SPPI, INVN, VPHM
Sprewell Yu
Week ending: 01/21/2012
READING THE MARKET
The scent of game on long side has stated over the last two reports. The
NYSE has gone above 200 day line while Nasdaq broke out of a consolidation
with confirmation from leading stocks. On Tuesday the market gap up from
strong GDP Data from China, the market has gap up in the morning has pulled
back by Citigroup miss earning, While on Wednesday plenty of stock has... 阅读全帖 |
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r*******u
发帖数: 143 | 36 Stock Research Trader
current holding- AH, TIBX, LNKD, FTNT, SPPI, INVN, VPHM
Sprewell Yu
Week ending: 01/21/2012
READING THE MARKET
The scent of game on long side has stated over the last two reports. The
NYSE has gone above 200 day line while Nasdaq broke out of a consolidation
with confirmation from leading stocks. On Tuesday the market gap up from
strong GDP Data from China, the market has gap up in the morning has pulled
back by Citigroup miss earning, While on Wednesday plenty of stock has... 阅读全帖 |
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r*******u
发帖数: 143 | 37 Stock Research Trader
Sprewell Yu
Week ending: 01/28/2012
READING THE MARKET
Stocks continued to march to higher as break out stock holding up well and
move higher while the indexes were consolidating in healthy fashion. And
institutions were still putting money to work. On Wednesday, the Fed would
let the interest rate holding at their current low level until 2014 which
has sparked the rally, and on Friday there were divergence on the index, Dow
was pulling back while Nasdaq going higher. Anot... 阅读全帖 |
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r*******u
发帖数: 143 | 38 Stock Research Trader
Sprewell Yu
Week ending: 02/04/2012
READING THE MARKET
It seems as the market wants to keep on marching higher as the Nasdaq
surpass the 2011 high with three accumulation day in one week with strong
job data on Friday. Leading stocks are acting well, and plenty of them break
out in heavy volume, the most in many years. There’s a tremendous amount
of strength in the market as volume pick the day before the Nasdaq break out
. In this market environment, all negative news has ... 阅读全帖 |
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r*******u
发帖数: 143 | 39 Stock Research Trader
Week ending: 02/11/2012
READING THE MARKET
In this kind of environment, it’s not a good solution to argue with the
trend. The market is only going in one direction it is up. Even the Greece
event still hovering around the market, but the market just keep bypassing
the bad news to surge higher. This week the market has three accumulation
days, and two of those day pullback in light volume which is ideal to say.
Nevertheless, this market is a bit extended, a small correction ... 阅读全帖 |
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r*******u
发帖数: 143 | 40 Stock Research Trader
Week ending: 02/11/2012
READING THE MARKET
In this kind of environment, it’s not a good solution to argue with the
trend. The market is only going in one direction it is up. Even the Greece
event still hovering around the market, but the market just keep bypassing
the bad news to surge higher. This week the market has three accumulation
days, and two of those day pullback in light volume which is ideal to say.
Nevertheless, this market is a bit extended, a small correction ... 阅读全帖 |
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B*******n
发帖数: 20645 | 41 Here you are: (most update 05/25/2012)
MMM
ACE
ABT
ANF
ACN
ADBE
AMD
AES
AET
AFL
A
GAS
APD
ARG
AKAM
AA
ALXN
ATI
AGN
ALL
ANR
ALTR
MO
AMZN
AEE
AEP
AXP
AIG
AMT
AMP
ABC
AMGN
APH
APC
ADI
AON
APA
AIV
APOL
AAPL
AMAT
ADM
AIZ
T
ADSK
ADP
AN
AZO
AVB
AVY
AVP
BHI
BLL
BAC
BK
BCR
BAX
BBT
BEAM
BDX
BBBY
BMS
BRK.B
BBY
BIG
BIIB
BLK
HRB
BMC
BA
BWA
BXP
BSX
BMY
BRCM
BFB
CHRW
CA
CVC
COG
CAM
CPB
COF
CAH
CFN
KMX
CCL
CAT
CBG
CBS
CELG
CNP
CTL
CERN
CF
SCHW
CHK
CVX
CB
CI
CINF
CTAS
CSCO
C
CTXS
CLF
CLX
CME
CMS
COH
KO
CCE
CTSH
... 阅读全帖 |
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l*******b
发帖数: 2586 | 44 消费差跟价钱高有什么关系？ 前两天不说说JCP搞什么竞价打折亏废了嘛 |
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j****9
发帖数: 2295 | 46 08年也是奥运年，也不咋样。关键是经济差。这么贵的高档鞋不行啊。只有官方体育队
用吧。呵呵。老百姓。特别是欧洲老百姓很少买这么贵的吧。篮球鞋动辄100美元。 |
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w******t
发帖数: 1929 | 47 中国难道没有把耐克销售弄上去么？ 耐克不是烂大街的么
怎么会奥运年都卖不出去啊， 可能开完奥运好点？ |
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