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f*******e
发帖数: 7 | 2 there is no key, mm just need an excuse to take profit. market definitely
overreacted. but thats the way it is these days, very frightened market. |
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r****d
发帖数: 239 | 3 % of SG&A seems to be the main cause of the EPS miss.(will try to listen
to the call later) Although I'm afraid the market is overreacting. There
is nothing wrong to spend more money on marketing. I guess the work with
Target might be in it too. looking forward to a quick bounce up as long as
the market does not sink.
As a e-reader lover, I definitely believe in Kindle:). |
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c***y
发帖数: 286 | 4 Last week's China inflation numbers were "the 'a-ha' moment everyone was
looking for," said Christian Thwaites, chief executive of Sentinel
Investments in Montpellier, Vt.
"Investors are saying, 'China is overblown—there's inflation coming, and
they're going to have to tighten up their economy,"' said Mr. Thwaites. He
said China is strong enough to grow through any anti-inflation steps.
"China may have surprised people, but I think the market has overreacted,"
Mr. Thwaites said. |
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w********1
发帖数: 3492 | 5 低点确实破了，但我还是捞了。
我觉得overreact了
开罗的新闻，八百里外 |
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s*****w
发帖数: 2065 | 6 因为之前大家恐慌，overreacted，把价格抬太高了，现在镇定下来，需要调整一下。 |
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c***1
发帖数: 3281 | 8 momentum明星股大概都有这个风险。
主要是premium太高了，没有什么margin for errors,容易有overreaction either way
不过lulu比crox强的一点是，business model比较稳定，就是传统的靠store front争
market的方法。而且target的是mid-high income的 号称爱好运动健康小资女，所以跟
其他服装店一样很长一段时间都会有一定的客流。它的成长相对crox也是比较
sustainable的。crox当年的成长是triple digit的，几乎不可能sustain.crox主要是再转型到比较传统全面化零售商时遇到了financial crisis,转型扩张动用的钱突然造成了周转不灵。
不过，如果哪个季度growth差强人意的话，或大盘转向的话，股价随便少掉20-30%是小
case. |
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s****l
发帖数: 10462 | 9 It actually slightly beats, 38 cents vs 37, man. And they raises 2011
guidance from 20% revenue growth and 30% EPS growth to 24-26% and 33-36%
respectively. I'll be buying at this range for sure. Market overreacted. |
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s*******d
发帖数: 3786 | 10 医保公司的利润只占美国医疗花费的5%不到,制药公司和医院才是大头。我觉着现在
market是overreaction，医保已经跌得差不多了,估计会摸到200MA反弹。 |
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s*****e
发帖数: 353 | 11 墙MM息怒，长期来看，基本面没有那么差
小散们overreact而已，熊有熊的道理，但是长期还是看牛的
inner peace |
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s*****e
发帖数: 353 | 12 我觉得是个good call
市场overreacting
股版上的青蛙们都喜欢做短线，很少人有long term view的，不解 |
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g******n
发帖数: 53185 | 13 今天有点overreaction.看看新浪会不会这么衰，怎么不跟领导搞好关系就盲目搞微薄
，赶紧让胡家公主跟她爹说说。 |
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c*****r
发帖数: 8227 | 14 There are many important differences between Japan's experience and the U.S.
today. But both instances, along with the Great Depression, are classic
examples of credit booms turned bust. These are fundamentally different from
garden-variety recessions and expansions triggered by inventory or demand
shocks.
They are supercycles in terms of both time frame and scope. They are marked
by asset-price bubbles that, upon reversal, trigger financial crises as the
banking system struggles to stay afloat.... 阅读全帖 |
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c*****t
发帖数: 10738 | 15 "buy low, sell high" works on broad market too with assumption of market
inefficiency and its tendency to overreact. Common trading strategies like "
buy when there is a panic" are all essentially "buy low sell high". |
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v****e
发帖数: 19471 | 16 I look to the 52 area as a key level, because it is about the mid point of
Friday's reversal bar. So far I'm not too worried. On a day when SINA MM is
not doing anything particular, SINA usually moves 3X the move in NAZ. NAZ
today is overreacting to ORCL's bad ER by -2%. Holiday low volume tend to
make stocks move drastically more than normal volume days, so I wouldn't
lose my cool on it.【 在 leonardxman (leonard) 的大作中提到: 】 |
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s*********d
发帖数: 1998 | 17 谢大牛指导。I like the rule: you just react, not act.
大牛的意思是要少一点主观臆测，多一点对市场的观察。可是正因为太在乎花姐的一举
一动，难免错误领会花姐的美意。大牛可否指教一下怎样react但是又不会overreact(
见风就是雨)呢？ |
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b*******g
发帖数: 298 | 18 investors may realized they overreacted to whatever news drove shares down.
Now it is time for them to restore the orders. LOL |
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T*C
发帖数: 5492 | 19 http://seekingalpha.com/article/737691-cramer-s-mad-money-21-ea
21 Earnings To Watch This Week: Eaton (ETN), Halliburton (HAL), Dupont (DD),
Biogen (BIIB), Dominos (DPZ), Panera Bread (PNRA), Buffalo Wild Wings (BWLD
), Apple (AAPL), Caterpillar (CAT), Wyndham Worldwide (WYN), Boeing (BA),
Whole Foods (WFM), Kimberly-Clark (KMB), Dunkin' Brands (DNKN), Hershey (HSY
), International Paper (IP), Celgene (CELG), 3M (MMM), Chevron (CVX),
Weyerhaeuser (WY), Merck (MRK). Other stocks mentioned: Cooper... 阅读全帖 |
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p****a
发帖数: 4829 | 20 overreaction to the IBM's not so great ER. We will see 200+ soon. |
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R****r
发帖数: 623 | 21 据说的确overreactive，但花姐的钱是流向能赚钱的股票。长期持有无担心。观察
support 是21，然后20，然后19。19守不住的话会可能有17-18间，补上几年前的gap。 |
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r***l
发帖数: 9084 | 22 i think it is very good, but wall street is very picky on ntes. Ding Lei
said there is some decline on WOW, then market overreacted yesterday.
Actually, WOW only contributes like 15-20% revenue now and some decline
doesn't matter at all le.
Again, ntes and tencent are my top priority to buy if there is some major
dip. Now just need to wait...it will happen... |
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k********8
发帖数: 7948 | 23 http://blogs.wsj.com/economics/2013/06/13/fed-likely-to-push-ba
By Jon Hilsenrath
Federal Reserve officials have been trying to convince investors for weeks
not to overreact when the central bank starts pulling back on its $85
billion-per-month bond-buying program. An adjustment in the program won’t
mean that it will end all at once, officials say, and even more importantly
it won’t mean that the Fed is anywhere near raising short-term interest
rates.
Bloomberg News
Fed Chairman Ben BernankeInve... 阅读全帖 |
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u********e
发帖数: 4950 | 24 It is believed that the market has overreacted the FED tapering off news,
hope we could see the market rebound back to 1600 :) |
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u********e
发帖数: 4950 | 25 Good thinking
Gold and silver price are way too low now, it's an overreaction to the
possible QE ending
down
break
them
term |
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b********i
发帖数: 2645 | 26 赞!..
昨天看time报道jimmy kimmel这事儿 底下comments 很多人都说我们overreact了..还
有各种讽刺. 相当不爽! |
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r***l
发帖数: 9084 | 27 i feel ntes should not be punished like this (-10%), at most -5%.
Earning is very good. Revenue wayyyyyyyyy beats estimate. The net income is
lower than estimate. Investors were looking for some top-bottom beat. To me,
revenue beat is the most important. Needless to say ntes' outstanding
valuation.
I already bought some @63. If goes under water, just hold it. Unless there
is some crisis in china/market, nothing to worry. |
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h***0
发帖数: 1184 | 28 国内散户心态不好，一有跌就全出，趁这个机会进点，肯定过两天就回70了 |
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r***l
发帖数: 9084 | 30 this is my luckiest trade this year. Three days, 10%...just sold today and i
am satisfied...
ntes我觉得适合新手交易，耐心等dip. 大概2-3个月一次.
几个优点
1. 严重绩优股，被套不用担心。 就是大盘崩了，账户兴许还算最好的
2. option贵，被套了搞option慢慢出水。
3. 波动可以了,几天就能搞个10%.
4. 业绩相对好预测 |
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A**********o
发帖数: 996 | 31
i
#8 give a shout when ready to plug in and play!!!! |
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h*****7
发帖数: 6781 | 33 竟然看漏了rival大牛的帖
超赞的抄底，63-70 in 3 days |
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g*q
发帖数: 26623 | 34 显然啊。
不过爆炸是22号早上发生的，中午就公布是中石化，而且有人死亡，但是22号港股价格
没有太大影响,收盘相当于$90.4。今天美国这一跌应该是overreact。
以前几次大事故的dip也是1-2天就回来了。当然这次死人多一点。 |
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c*******o
发帖数: 3829 | 35 Overreact. Any price lower than 15.8 is a buy |
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c*******o
发帖数: 3829 | 36 Overreact. Any price lower than 15.8 is a buy |
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b*******r
发帖数: 12 | 37 肯定会暴跌，market会overreact, 是抛还是继续当长期股东呢 |
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j****j
发帖数: 40 | 38 It believe it's still a complete overreaction, very little changed in the
space, ATT has to prove they can break into the market, until they do it's
all words. If they upset a contract or something, then there is cause for
concern, but they just issued a press release saying they intend to go into
the space, I'm actually surprised that ENT hasn't gone done more, as ATT
wants to do it domestic, gotta think it'll be hard to convince the
international airlines to switch service when they can only p... 阅读全帖 |
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j***e
发帖数: 1656 | 39 除了营收预期稍微低于花街期望，没看到什么负面消息。花街overreacted啊。不过
ymyd。。 |
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d******5
发帖数: 4273 | 40 Why Did Gilead Drop Friday? Is It Justified Or Just
An Overreaction?
http://seekingalpha.com/article/2630495-why-did-gilead-drop-fri
Gilead dropped today based on comments during
Abbvie's earnings call that suggested that Abbvie
executives thought their HCV regimen could obtain
an undisclosed market share in 2015.
This is nothing new. Gilead's Harvoni will dominate
the market based on a superior regimen.
Even if Abbvie discounts their regimen, physicians
will still prescribe Harvoni to most pati... 阅读全帖 |
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h******b
发帖数: 6055 | 41 这个就见仁见智了。sdrl一年红利20%，年eps growth翻倍，怎么说都不算垃圾股。
现在入的就是赌最近一系列动荡overreact。 建议去看看seeking alpha的分析。既然
是炒股就胜败乃兵家常事。 |
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h******b
发帖数: 6055 | 42 我知道没有了。要不然也不会暴跌。
抄底的显然认为对红利的事情是overreact了。 |
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h******b
发帖数: 6055 | 43 specialist/market maker看到你有个stop在49.99他把价钱压下来一毛两毛把你弄出去
再反弹，非常可能。 早上起来他知道手上有几个大单故意制造一点volatility赚一点
spread也没问题。
但让原油从100到50？ 绝不是什么庄家能控制的。 牛市的贪婪，熊市的恐惧，都会
制造极端的overreaction。当年08年有几个人，无论他是散户还是基金经理，敢在s&p
666的情况下all in？ 那可是一辈子没几次的赚钱机会。真的认为那种极端的恐惧是
人为的？
什么庄家玩散户的更是搞笑了。 说句不好听的这个板上的资本加起来也未必比的上一
支小型对冲基金。 这样的基金每年会出来上百个，有一半都活不过三年。 散户那点
资本对于庄家来说真心蝼蚁。
大基金就更不用说了。 有几个能在十年后beat大盘的？ 花街就是个搞关系讲运气的
地方。 愿赌服输，John Paulson 08年是英雄，然后就变狗熊了。像Bill Gross那种
充分利用资本优势买散户买不到的产品/价格才比较持久。
我同意老李的话，15年的石油就是08年的大盘。 底在哪里，没人... 阅读全帖 |
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p****a
发帖数: 4829 | 44 This is overreaction. This does not mean much if you are familiar with drug
development. Eventually the clinial trial data talks, not this bullshit
Breakthrough Therapy Designation. I think it will shoot high at open and
then gradually sell off.
FDA
Obeticholic |
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g**S
发帖数: 116 | 45 180能吊到就是捡钱啊 盘后那一下overreact |
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g*q
发帖数: 26623 | 47 今天受打击最大的是三大航
不过实际上市场overreact了.毕竟油也跟着跌了,比人民币跌得还狠. |
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s******Y
发帖数: 2085 | 48 See, this is the guy who knows. that's the point.
Do you think the devaluation of offshore cashes will be very dramatic, say
20% by the end of the year? The market is overreacting as if the sky is
falling. The fact is it is just a small devaluation, and it is manageable.
If the devaluation of offshore cashes goes up to 30% in a very short of time
(for example usd/rmb down to 1:10 by the end of the year), it really
matters then. This would be a worldwide economic crisis. Almost no company
can ... 阅读全帖 |
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B******e
发帖数: 16928 | 49 For small firms this is a serious issue. For AAPL not really a problem so it
is temporary overreaction. |
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