R*****r 发帖数: 63 | 1 帮主为啥对AMZN这么看不顺眼?还记得你一两年前拿它比你的老情人PRGN。 |
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r*m 发帖数: 16380 | 6 other losers that may rise:
PRGN, DF, MFC...... |
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a******e 发帖数: 472 | 8 did u buy? want to follow you:-) |
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a******e 发帖数: 472 | 10 OK, thanks! I will follow to buy some! |
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a******e 发帖数: 472 | 12 帮主,你的仓位多少?有一点不解你的操作,好像你是100,200股的买,这样M
M要套住你实在不易。但另一面,涨起来你赚的也不多啊。岂不都给broker打工了。
Please advise. |
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L*****3 发帖数: 922 | 13 5帮主的5应该是对他的部分仓位而言。这哥们肯定拿着另一部分在玩短线和风险股。
跟人一定得看了自己再想想。牛人再好,也没法啥都告诉你,不是人藏着掖着,是实在
顾不上啥都给你交底。 |
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i********9 发帖数: 147 | 15 在理,在理~~nod,nod...
牛人少,牛人+好人更少~~~ |
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L*****3 发帖数: 922 | 16 ...sigh,亏得俺还一直挺你,5帮主,俺不得不说,你的FA真的狠山寨。
俺也顺便瞧了一下财报。
增发那是去年的事了吧,也就拿了90米,然后人主要是用来还债,调整融资结构而已,
看着很健康。
花光和大肆扩张的评论狠不靠谱。
当然你的观察和嗅觉俺还是觉得很靠谱地,所以俺还是继续地挺你。 |
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L*****3 发帖数: 922 | 17 肯抛头露面的牛人肯定狠少狠少。牛人+好人,听说C帅是一个。Coke1有多牛不知道,
但人狠好狠好。
5帮主牛不牛不知道,人有多好也不知道,但真的狠好玩,脾气也狠好狠好。 |
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r*m 发帖数: 16380 | 18 I should have added IRE and PRGN into my pick list, hehe. |
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r*m 发帖数: 16380 | 19 That's what I am doing, and have always been doing.
right now, I short:
FAS, UYM, BIDU, QQQQ (put)
and long:
APWR, CNAM, CNIT, EDS, DF, MFC, STP, PRGN, SBLK, OCNF, RINO......
there are also bunch of meaningless positions like
XOM, MRK, PFE, GE, INTC.... of which I sold deep ITM calls |
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n******m 发帖数: 554 | 21 PRGN...刚买入就做上股东了
还好只有200股 |
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l***n 发帖数: 812 | 23 I guess depends on how you play the game.
I believe we are in a secular bull market so I long the market. I also
adjust my risk based on my perception.
However you seem to play in cyclical market. If you are good with timing,
you can also make money, especially in swing market.
that being said, some of your positions seem to be secular bullish play,
such as prgn. Actually a lit bit more bullish than I am.
You also sell/short winner and long loser, which assumes some kind of market
converging cr... 阅读全帖 |
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D******9 发帖数: 2665 | 27 我的PRGN都横在那里不知道多久了, 好在还能收点红利。 |
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g********4 发帖数: 4959 | 29 Are you joke or serious? |
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g*q 发帖数: 26623 | 33 totally different market |
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g*q 发帖数: 26623 | 35 飞机还是等8月份再回来买吧。
好股多的是。目前最合适买的是BAC之流,上涨空间大,下跌空间小,而且已经启动。
如果希望买没启动的,就买NOK/CSCO吧。
船么,买一点就好了,期望不要太高。耐心捂着 |
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l***n 发帖数: 812 | 43 我手里已经有一些Drys了,去年底没有卖掉的。不过trading是我的弱项,所以谨慎点
没坏处。我在看一些TA的indicator,似乎Drys还没有到超卖的地步。
你说的对,合理价位是相对的。我看大盘还是偏高,最近所谓的调整都是小打小闹的样
子。所以我没有信心让大部队前进。
至于好股推荐么,我不推荐股票,因为每个人的risk/reward都不一样,所以你看有人
抱着AAPL, CAT就很高兴了,而有些人在玩LDK,MY这样的股票。投资的策略和投资者的
性格,需求,长项都是有关系的。
今天NOK跌了个3%就有人开始骂人,哇,我当时手里那个WNR, LVS,上上下下10%,一
天啊,我要是当时推荐了WNR,还不被人抄家了,嘿嘿。
不过既然兄台问起,我也不可以当作没听到,我在观察的几个股票:
Sector Turnaround Bet
PRGN, DRYS:唯一的突破点就是亚洲对Commodity的需求复苏,并且澳洲的洪水问题处
理好。
Company Turnaround Bet
S, AMD, EK: 都各自有非常明显的问题,Sprint流失客户,没有苹果的产品,4G网络的
竞争加剧,... 阅读全帖 |
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r*m 发帖数: 16380 | 44 by the way, I am accumulating stocks in the shipping sector now, including
PRGN, GNK, BALT and DRYS. I feel this is close to low point for the sector,
a perfect storm after the Korean company went belly up.
For alternative energy, the solar/wind story is far from over, though the
road could be bumpy. I am looking at STP, JASO ann APWR. For a no-brainer
play, just buy TAN on any deep dip. |
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l***n 发帖数: 812 | 45 帮主可真是high risk tolerance,敢问一下帮主的turnover是多少,一个季度有多少
个trade
我在dry bulk sector上还在犹豫,主要价格上还是不能让我下决心,比如PRGN,当前
的Dividend yield要是到了8%,我会更有动力买进,因为我觉得这只股票今年真是不会
有什么作为,明后年也许会不错。
至于太阳能,哇,浮动可是真够厉害的,赶上LVS了,我搞不清楚他们怎么赚钱,而且
个人觉得市场的进入屏障不是很高,LDK的老板以前就是一个倒买倒卖的,结果借了点
钱就开始做太阳能板,多晶片了,而且中国货以便宜著称。于是我觉得如果这个行业真
得很赚钱,那么别人想做也不难。一些公司可以从供应链开始延伸,从下游向上游,或
者反之。另外人民币汇率上调,他们的价格在国际市场上也会降低竞争性。更重要的是
,就我所知,美国新能源市场,太阳能的价格太高了,和风能比起来。任重而道远啊,
我就不掺和了。
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r*m 发帖数: 16380 | 46 To Lucan:
I usually use small positions to bet on high risk (high beta) stocks. The
shipping sector is the one I am most heavily loaded right now. My turn over
on this sector is actually pretty low recently. The reason is ironical: it
keeps going down without any decent pop. I buy low, buy lower, but so far no
opportunity to sell high. I have the gut to get into this loser sector
because:
1. I don't see a significant chance that any of the ship owner companies
going bankrupt any time soon. Many... 阅读全帖 |
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r*m 发帖数: 16380 | 47 today is pretty cool.
the market is down big, but DRYS and PRGN wake up, despite the still falling
BDI. |
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g********4 发帖数: 4959 | 48 走在上班的路上我在想是否买买提把drys给提起来的这个问题。说不定是因为这个帖子
哦!
发信人: rim (可乐会捂帮帮主), 信区: Stock
标 题: Re: 关于DRYS
发信站: BBS 未名空间站 (Fri Jan 28 11:42:13 2011, 美东)
today is pretty cool.
the market is down big, but DRYS and PRGN wake up, despite the still falling
BDI. |
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