w******s
发帖数: 16209 | 1 mainly tech and index..
you mainly trade QQQQ now?
index trade maybe in seperate topic?..
but if we have sector watch from FA and TA, it could form very useful
discussion?
just some thought.
hehe. |
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M****9
发帖数: 912 | 2 Here are my reasons:
1) Near the end of year, big money on wall street is leaving and taking
profit. Right now price's fluctuation is caused by many individual investors
. Which means market has no up or down trend power.
2) GLD as a risk-avoided investment product, that's the best place to place
money. Of course, another choice is holding cash.
3) From TA's view, GLD is reaching a very strong support(50SMA) on an up
trend. Low risk entry point.
SO, buy GLD.
For airline, I look bear for the whol... 阅读全帖 |
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v*****k
发帖数: 7798 | 4 【 以下文字转载自 Chinook 俱乐部 】
发信人: vanmark (controlled aggression), 信区: Chinook
标 题: time to play defensive sectors
发信站: BBS 未名空间站 (Tue Apr 3 00:37:41 2012, 美东)
Not to sure when to short. EL CL cost hsy? |
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v*****k
发帖数: 7798 | 5 【 以下文字转载自 Chinook 俱乐部 】
发信人: vanmark (controlled aggression), 信区: Chinook
标 题: two long-term holding sectors
发信站: BBS 未名空间站 (Sat Jul 14 17:48:11 2012, 美东)
e-payments:
MA, V, AXP, DFS, ebay(because of paypal).
big data analytics (financial services):
efx, fico |
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L****a
发帖数: 572 | 6 发信人: Laputa (以德糊人), 信区: pennystock
标 题: Re: 半导体公司Q3 ER讨论贴
发信站: BBS 未名空间站 (Mon Oct 5 17:14:08 2009, 美东)
Semi conductor has a number of sub-sectors:
CPU : INTC, AMD
memory : MU, SNDK, RMBS
Graphics/imaging: NVDA, OVTI, SIMG
communication : QCOM, BRCM, MRVL
analog : ADI, LLTC
general diversified : TXN, MRVL, STM
In general, in the past number quarters. The ASP of semiconductor
is increasing, as well as the sell volume. This can be seen from the ERs of
a broad spectrum of semiconductor companies, su |
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L****a
发帖数: 572 | 7 发信人: Laputa (以德糊人), 信区: pennystock
标 题: Re: 半导体公司Q3 ER讨论贴
发信站: BBS 未名空间站 (Mon Oct 5 17:58:45 2009, 美东)
I didn't look into the semi equipment market in details. But
I think if the semi market can sustain this benign trend for long
enough time. Semi conductor companies will naturally increase their capital
spending, therefore benefits equipment companies, such as
AMAT. My last reading in this sector (a couple of months ago) said
that the semi industry CAPEX was still subdued. But I think this is a |
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d****7
发帖数: 2241 | 9 Financial sector is pretty weak recently. When is it possible to reverse
the trend? 谢谢 各位分享. |
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d****7
发帖数: 2241 | 10 Do you mean financial sector is ready to bounce back, chinook 大牛?
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g*********1
发帖数: 725 | 11 【 以下文字转载自 Stockcafeteria 俱乐部 】
发信人: greenolive1 (甘蓝), 信区: Stockcafeteria
标 题: education sector rebounce
发信站: BBS 未名空间站 (Wed Aug 18 09:56:58 2010, 美东)
stocks like COCO, APEI, APOL |
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c********g
发帖数: 1106 | 12 赞。我最关心health provider sector，目前关心SUNH和MDF。要是你对这个secto
r有详细分析就太好了。
例外CRO我觉得也可以关注。最近的ER后这个行业集体悲剧了。
generic也可以关注。TEVA应该算这里面的老大了。 |
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c******e
发帖数: 1581 | 13 我在研究两个小 sectors，
1. biotech pharmacy: 因为化工合成已很难，大企业为暴利将转向此（已有许多大大
小小的收
购）, 降脂降压方面是我目前重点。
2. medical device: cardivascular focus. President Clinton 心脏病第一次开胸
bypass surgery (avg. cost $100K)，第二次，interventional 放个 stent (avg.
cost 20K)。这个有利降低 cost，属于鼓励范畴。 |
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m*********n
发帖数: 6098 | 14 【 以下文字转载自 JQCLUB 俱乐部 】
发信人: coldface (送你一朵红玫瑰), 信区: JQCLUB
标 题: data storage sector 有兴趣的同学一起看看
发信站: BBS 未名空间站 (Tue Aug 24 21:14:28 2010, 美东)
从这四个 WDC, STX, STEC, SNDK 开始
发信人: coldface (送你一朵红玫瑰), 信区: bluechips
标 题: Re: WDC的硬盘比STX好吗？ (转载)
发信站: BBS 未名空间站 (Fri Jul 30 22:15:19 2010, 美东)
本质上差别不大。细微的不同简要如下。
硬盘厂有五个，WDC, STX, Hitachi, Fujitsu(已卖给Toshiba), and Sumsung.
硬盘有两大类, 1. enterprise, 就是 server 硬盘. 追求高性能，技术含量高。利润
大。大用户如GOOG, YHOO, Facebook, MITBBS 之类。2. personal, 用于PC机，如台式
机，notebook, 和外置式硬盘. 利润小... 阅读全帖 |
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v**********m
发帖数: 5516 | 18 thx for sharing.
sectors |
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b**t
发帖数: 656 | 19 My bad. The second quote was from another source with a different sector
rotation model. |
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v**********m
发帖数: 5516 | 21 thx for sharing.
sectors |
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b**t
发帖数: 656 | 22 My bad. The second quote was from another source with a different sector
rotation model. |
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b**t
发帖数: 656 | 23 【 以下文字转载自 Stockcafeteria 俱乐部 】
发信人: biot (起得比鸡早睡得比鸡晚), 信区: Stockcafeteria
标 题: Japan Oil Sector [zz]
发信站: BBS 未名空间站 (Mon Mar 14 14:02:40 2011, 美东)
"Even if supply shortages develop owing to difficulties with transport to
Tohoku and other affected regions, or other problems, we think the
likelihood of supply shortages nationwide is low" |
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B*****e
发帖数: 2413 | 24 Rare sector is back? SO powerful today. REE AVL MCP! |
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z***i
发帖数: 123 | 25 i agree, MCP is much stronger than ree. but today the whole sector is up a
lot on pre market, lets pray and see. |
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B*****e
发帖数: 2413 | 26 Hehe! Guess that RE sector will be piggy or down a little bit tomorrow and
the day after tomorrow since MCP has weekly options and MM wanna kill
calls. IF MCP doesn't keep up, how other two go up? |
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B*****e
发帖数: 2413 | 27 RE sector has another up wave or kill calls? |
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B*****e
发帖数: 2413 | 28 Although rare earth price keeps increasing, it is not a good time to pump
RE if market is not good (I think that market will be continually in
correction for a while (at least whole June, even July).
If AVL reaches 6.50 or low, you can bottom it but no option trading.
If REE reaches 10.50 or low, you can bottom it but no option trading.
Once market becomes stable and up (after June if SPY500 down to 1250 in
June or after July or Aug if SPY500 down to 1250 before that), MM will
strongly pump RE s... 阅读全帖 |
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l******n
发帖数: 507 | 29 Thanks for sharing.
For "MM will strongly pump RE sector if RE price keeps up. "
is this your analysis or just feeling based on extensive experiences?
pump |
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B*****e
发帖数: 2413 | 30 You bottomed today?
RE sector may rebound 5~10% in the coming two weeks, but AVL may go to $5,
REE will go to $9 if market keeps down. |
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B*****e
发帖数: 2413 | 31 Keep watching!
Don't buy RE sector until the market is stable.
pump |
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B*****e
发帖数: 2413 | 32 I suspect Wall Street shorted RE sector, so now it is hard to say what the
bottom price is. |
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k***n
发帖数: 3158 | 33 the sector of rare earth has no doubt a great future
it's a very good story
but we have to admit that it is more of a speculation at the current stage
so it is affected greatly by the liquidity in the market
when liquidity retreats from the market
it evaporates much more rapidly in those speculative plays
I warned about a deflation wave coming with quite serious liquidity issues
in the market.
http://mitbbs.com/clubarticle/pennystock/31532163_3.html |
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B*****e
发帖数: 2413 | 34 Not sure that re sector is really bullish or just set a bull trap.
I will keep watching since market is so dynamic. |
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B*****e
发帖数: 2413 | 35 Fortunately, we didn't buy RE sector yesterday. Now it is really hard to say
where the bottom is. Maybe it is better to buy in right side. |
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B*****e
发帖数: 2413 | 36 RE sector really should pump up but market is not good. MM is also worried
about market. |
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B*****e
发帖数: 2413 | 37 It is a pity that market is so weak, or RE sector will soar! |
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B*****e
发帖数: 2413 | 38 For me, it is not a good time to buy because the market is so weak. You are
now ok to have stocks of ree sector, but you may consider to sell if market
plunges. I don't have stock positions since May. Now I only play with index
SPY, QQQ, IWM. |
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g****r
发帖数: 306 | 39 尽管风险很大，但是不用猜大盘的底部，每次都是大盘或其他强势股已经涨了很多，它
才最后开始涨，而涨的幅度也很大。一旦涨了，通常预示着又要跌了。如果有利，要赶
快取。一旦跌起来，当然是跌幅最大的。
所以，如果不愿意猜大盘走势，就跟着大盘的尾巴。不过，要抓 weak sector 基本面
算不错的。不然，如果破产，就玩完。 |
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g****r
发帖数: 306 | 40 最近吵得怎么样？
做硬件的公司真不能碰，亏了一大把在 mtsn 上。weak sector 中的 loser， 真不能
碰。 |
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c******e
发帖数: 1581 | 41 对 weak sectors 就只有 short. |
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r******r
发帖数: 77 | 42 GNK, drys, egle
好像友谊波上涨，有懂这sector的说说 |
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j*****2
发帖数: 306 | 43 don't know ar, wish someone can give me some FA.
last 3day, the strongest already COAL sector. |
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y*****l
发帖数: 5997 | 44 ☆─────────────────────────────────────☆
Caspia (情人草) 于 (Thu May 5 11:30:06 2011, 美东) 提到:
2011/05/05
可以考虑买入的：
Capital Goods
Chemical Manufacturing
除了金银铜相关的basic material
另外今天Tech/Resaurant/transportation/retail走的不错，赞一个。不过实在不敢追ANF/LTD之类的了。
其实除了能源之外，其他的版块都没有什么breakdown
虽然指数跌了很多，但还是觉得是一个rotation的行情。
☆─────────────────────────────────────☆
xixi77 (宝意) 于 (Thu May 5 11:43:45 2011, 美东) 提到:
请教一下板块信息是从finviz看吗？
☆─────────────────────────────────────☆
KeepBuying (雁过留声) 于 (Thu May 5 11:45:4... 阅读全帖 |
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v**********m
发帖数: 5516 | 45 http://www.bls.gov/opub/mlr/2015/article/stem-crisis-or-stem-su
US Department of Labor
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HomeSubjectsData ToolsPublicationsEconomic ReleasesStudentsBeta
HOMEARCHIVESFOR AUTHORSABOUT
ARTICLE
MAY 2015
STEM crisis or STEM surplus? Yes and yes
The last decade has seen considerable concern regarding a shortage of
science, technology, engineering, and mathematics (STEM) workers to meet ... 阅读全帖 |
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m*z
发帖数: 2356 | 46 Dow Jones Industrial Average EFT List
Dow Diamonds ETF (DIA)
2X↓ProShares UltraShort Dow 30 Fund (DXD)
2X ProShares Ultra Dow 30 Fund (DDM)
S&P 500 EFT List
SPDR S&P 500 ETF (SPY)
2X↓ProShares UltraShort S&P 500 Fund (SDS)
2X ProShares Ultra S&P 500 Fund (SSO)
iShares S&P 500 Index Fund (IVV)
↓ProShares Short S&P 500 Fund (SH)
NASDAQ 100 EFT List
NASDAQ 100 Trust Shares ETF (QQQQ)
2X↓ProShares UltraShort QQQ Fund (QID)
2X ProSh... 阅读全帖 |
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A*****8
发帖数: 8590 | 47 Report Information:
Publication date: 11/07/2012
Number of Pages: 145
Report Details:
In 2011, the medical device market worldwide was worth $309bn, with high
single-digit growth from the year before . Despite being a vast and mature
market, there are number of sectors likely to experience fast growth during
the next 10 years. Much of this growth is linked to the prevalence of a
number of diseases worldwide, as well as an aging population. The rise in
neurological disorders will drive both the d... 阅读全帖 |
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a*o
发帖数: 25262 | 49 Median income for Americans was $34,750 in 2012. At some companies, however,
the median is more than five times the national number. Based on figures
provided by Glassdoor, 24/7 Wall St. examined the highest-paying companies
in America.
The companies that pay their employees the most fall primarily into two
industries: management consulting firms and tech companies. These companies
employ graduates of elite schools who have skills that are in high demand
and have high salary expectations to matc... 阅读全帖 |
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r****1
发帖数: 4301 | 50 1. Apogee Medical
> Median salary: $220,000
> Number of employees: 750 (no. of physicians, nurse practitioners,
physician assistants)
> Sector: Manufacturing
> Headquartered: Phoenix, Ariz.
2. Boston Consulting Group
> Median salary: $143,750
> Number of employees: 6,200
> Sector: Business services
> Headquartered: Boston, Mass
3. Booz & Company
> Median salary: $140,000
> Number of employees: 3,000+
> Sector: Business services
> Headquartered: New York City, N.Y
4. A.T. Kearney
> Median salary:... 阅读全帖 |
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