m*****i
发帖数: 4342 | 1 AVX, VSH
Very strong balance sheet and earning.
Price/Cash Flow is very low. |
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x**j
发帖数: 1261 | 2 VSH欧推荐过的，好强，可惜只捞了点皮毛就出来了 |
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s*******e
发帖数: 68 | 3 may consider AVX when it pulls back a bit.
Have not studied VSH yet.
Thanks for your post. |
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E**********e
发帖数: 1736 | 5 VSH is offering $250M of convertible senior debentures. |
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m*****i
发帖数: 4342 | 6 VSH had another good day! |
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e****q
发帖数: 1668 | 7 looking good this morning then boom! |
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a*****e
发帖数: 16445 | 9 because minncai recommended it. i regret i didn't buy! |
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m*****i
发帖数: 4342 | 10 I should charge 100 weibi for this:)
Total Equity: 1,914 Million dollars, almost not debt with about 1 billion
cash.
247 million goodwill and other intangibles.
So tangibles equity should be: 1,667 Million with only 250 million equipment.
Market value 2,500 million implies enterprise value 833 million dollar.
For last quarter, earning + depreciation - capital spending 70 million 280
million annualized.
So implied Enterprises/Cash flow = 3.
So this is relative safe unless
1) Another recession
2)... 阅读全帖 |
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m*****i
发帖数: 4342 | 12 What do you mean dropping like crazy? up 5% in a flat market.
I will hold overnight. |
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m*****i
发帖数: 4342 | 14 CONG! Told you don't worry about it:) |
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e****q
发帖数: 1668 | 16 orz
the best performer in the sector. Up by 9% already today. I am glad I
bought back more at a relative low point yesterday. |
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a*******4
发帖数: 36 | 17 I sold it too early. But thanks lots for your picks. |
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m*****i
发帖数: 4342 | 18 大牛!
Please give me some BAOZHI.
I shorted VSH yesterday and lost my BUTT. |
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b******r
发帖数: 16603 | 19 。。。你不是刚推荐了VSH。。。
快找exotiq要包子。。 |
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c****s
发帖数: 191 | 24 CONG, FOLLOWING U WITH VSH AND KEM, DA NIU |
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e****q
发帖数: 1668 | 25 scared looking at it today |
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h*h
发帖数: 18873 | 26 took profit, keep watching |
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m*****i
发帖数: 4342 | 27 My current holding(not much change then before):
C, HBAN, SLV, JASO, LDK, ZSTN, KEM, AVX, VSH, LCC, JJC and TBT.
and some of the cost is real low since I bought several months ago.
I also hold some risky stocks, since They move pretty fast. |
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m*****i
发帖数: 4342 | 28 主席：
我最近冒着被骂的危险。将我的SWING Position同大家分享(last 5, GKK, LCC, KEM,
AVX, VSH)。
希望，主席可怜一下我们这些养家湖口之人，同我们分享一下Penny把。我们愿赌服输! |
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m*****i
发帖数: 4342 | 29 VSH another 52 week high. |
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c********t
发帖数: 4527 | 30 Ding industry.
I was jumping into Industry holdings after the 2008 fiasco.
The industry will not breakdown so easily.
Look at them now.
Couple of picks I had before, AIMC, RBN
They are all doing great.
【 在 minncai (minncai) 的大作中提到: 】
was
their
VSH hit
ago.
margin.
these |
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a********y
发帖数: 1262 | 31 呵呵 多谢明菜大牛 我跟了点vsh
新年快乐
hit
these |
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a*****n
发帖数: 89 | 34 【 以下文字转载自 Financial_Ratio_Analysis 俱乐部 】
发信人: bip (<<< Beast-In-Pit >>>), 信区: Financial_Ratio_Analysis
标 题: my watch and/or holding tickers
发信站: BBS 未名空间站 (Sun Jan 9 00:55:47 2011, 美东)
irbt: home and military robots, the way of the future?
mu: everyone knows this one. Information storage, one of Intel's strategic investments. Be careful about the convertible bonds ($~13-14 not sure if I remember correctly?)
tc: American REE (by brookxi), high tech manufacturing applications, depending on China... 阅读全帖 |
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b******r
发帖数: 16603 | 36 这个股票不熟，不过现在大气候好转了，
如果起来了，目标都是去做双顶先。。如果收盘时候
看量不错，后续应该可以吧。 |
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a********y
发帖数: 1262 | 37 count me in:
ARMH, VSH, TNAV, WNR, FTNT |
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y*****l
发帖数: 5997 | 38 Some tickers are not show in the link, you can copy to finviz yourself:
ANIK,VRTX,FCSC,ANX,PATH,XIV,ESLR,RES,MCP,PBR,MELA,ANX,MGH,BIDU,RAS,SINA,GOOG
,LVS,SMCI,MU,COOL,HDY,RVBD,APKT,SONS,SINA,SOHU,TSLA,F,ZIXI,ARMH,WNR,SPPI,SHZ
,AVL,XIV,DRN,BIDU,TMF,SLV,CKGT,AMSC,LDK,DRYS,EDS,JASO,ALU,PWRD,SNV,DANG,FTNT
,JKS,TSO,AME,TZOO,ATPG,COH,TIF,LVS,DANG,AAPL,C,SINA,NBG,GOOG,AOB,ZLCS,COOL,
AIG,QIHU,ARMH,VSH,TNAV,WNR,FTNT,SINA,CAT,VG,ALU,SVU,PCLN,AMZN,CF,ARUN,WFMI,
GHDX,EXAS,SPPI,TSLA,ADK,APC,GIGM,SPLM,SPPI,TY... 阅读全帖 |
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a********y
发帖数: 1262 | 39 armh, crus, tnav, vsh, wnr |
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a********y
发帖数: 1262 | 40 armh, crus, tnav, vsh, wnr |
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a********y
发帖数: 1262 | 41 能不能加上 VSH ， armh
thanks so much |
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y*****l
发帖数: 5997 | 42 股版第三届选股比赛实时成绩,股票价格和盈利率每5分钟自动更新。有的偶尔没有更新
，会显示#N/A，大家可以过一段时间自己刷新网页。
Google Docs可能算penny有问题，看到TECO股价没变化却显示收益已经5.26%,比较好笑
，估计下周就自动改过来了。
https://spreadsheets.google.com/spreadsheet/pub?key=
0Avw14739JY9RdDRNMzVTTDhUWmVpUHhsbnhFZ1J5Qnc&output=html
我自己选了几个ID(alonerocky,justincase,rim,stlstl,liliwater,babycrynot)的参
赛皮克关注：
http://finviz.com/screener.ashx?v=341&t=ARMH,CRUS,TNAV,VSH,WNR, |
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X*********r
发帖数: 11803 | 43 博士后你来得正好，帮我看看ctcm和vsh。我准备周一搞点。现在先去吃晚饭 |
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X*********r
发帖数: 11803 | 44 全部拿去：mtw, csc, sohu, vsh, wbmd,tzoo, ctcm, ckp, ssi, smrt, blc
不过还不如在agq和zsl上不停switch |
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o**1
发帖数: 6383 | 45 long
LDL ICFI VSH CECO TSN |
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P**H
发帖数: 2272 | 46 1 GOOG
2 AAPL
3 VECO
4 SI
5 KYO
6 TSU
7 LRCX
8 SNDK
9 TSL
10 HPQ
11 KLAC
12 VIV
13 CYOU
14 DQ
15 CHA
16 NTES
17 IDCC
18 NANO
19 OTEX
20 A
21 MSFT
22 LDK
23 SOL
24 NIHD
25 GLW
26 KLIC
27 INTC
28 VSH
29 NSR
30 RBCN
31 BRCM
32 PTI
33 SYNA
34 AEIS
35 TER
36 JASO
37 DIOD
38 RSTI
39 NSIT
40 SPRD
41 OVTI
42 SPWRA
43 CA
44 EBIX
45 YGE
46 ORCL
47 ISSI
48 MBT
49 ... 阅读全帖 |
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P**H
发帖数: 2272 | 47 半导体板块大部分主力似乎已经找到支撑了，比如这些
INTL
TXN
ATML
VSH
STY
继续走高的有AVGO
不sure的有CY，不清楚当前的位置是C浪中还是回调完毕
STM->下降通道还没突破
AMD个人感觉似乎也找到支撑了 |
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u********e
发帖数: 4950 | 48 ☆─────────────────────────────────────☆
updownlife (渔夫) 于 (Tue Apr 19 22:38:22 2011, 美东) 提到:
由捂帮主开启的第一届选股比赛（2011-4-8 to 2011-4-22) 即将进入尾声， 根据斑竹提议
（斑竹同意赞助1000伪币）， 在第一届比赛结束后将开始第二届正式选股比赛。
征求意见稿比赛规则如下:
(1) 选股范围： 所有在美国可以交易的股票,ETF,SPDR.
(2) portfolio 规则： 每位选手必须选择 5 个equal weighted 股票
(3) 比赛时间范围： 2 周一次 从周五收盘到2周后周5收盘
(4) 排名规则： 选股后将遵从捂帮 BUY & HOLD 规则 一直捂到比赛结束日为止，将根据２周
内股票的总收益计算排名 (Note: 将根据stock dividend 或 stock split来调整
entryprice)
(5) 奖励规则：
＊ Highest return portfolio 获 金牛奖 （奖金400伪币)
＊ Secon... 阅读全帖 |
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u********e
发帖数: 4950 | 49 ☆─────────────────────────────────────☆
updownlife (渔夫) 于 (Mon Apr 25 09:01:16 2011, 美东) 提到:
参赛portfolios:
-----------------------
Name Stock Selections
-----------------------
JustinCase（上届比赛冠军） ANIK VRTX FCSC ANX PATH
firecs（上届比赛亚军） AGU LVS CLF ALU MOS
rotone（上届比赛第四名） DECK COH F WFC TEVA
boshihou2 SINA SOHU TSLA F ZIXI
fei PAY ZIP ARMH POT FSLR
jiangnanhao BIDU IMAX LAVA HW BRKR
al... 阅读全帖 |
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n*******s
发帖数: 17267 | 50 今年看得见的就是M，BBBY， TOYSRUS这些brick store的滑铁卢和半导体的牛气冲天，
女大我也不愿意追， 但AMAT， INTC这种我还是敢追的， 今天还加了点 VSH， 以前
是KEN FISHER标榜的，不知道他现在还有没有， 超级小慢牛。
人有很多弱点需要自己把它们克服掉， 像我买AKS， 明知道MT和STLD是leader， 鬼使
神猜经常喜欢花钱跟loser练， 尽管仓位不大， 但还是很伤心情。 |
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