f********e
发帖数: 1079 | 1 卖出XLF了，再下去也没有什么潜力。相比较BAC或其他低位质优的股票长期回报更诱人。 |
N********n
发帖数: 8363 | 2
With all due respect BAC or pretty much every banking stock is a pile of
Repo105 garbage in the long term, excuse me.
【在 f********e 的大作中提到】
: 卖出XLF了，再下去也没有什么潜力。相比较BAC或其他低位质优的股票长期回报更诱人。
|
w*******o
发帖数: 6125 | 3 真佩服你坚持了一年多的看熊，跟Market Ticker那个老头Karl Denninger真像啊
http://market-ticker.denninger.net/
Maybe he is a good "analyst", but he never be a good "trader/investor".
What is the difference? "analyst" always say something "right",
but a good trader/investor don't care what's "right", and what's "wrong".
【在 N********n 的大作中提到】
:
: With all due respect BAC or pretty much every banking stock is a pile of
: Repo105 garbage in the long term, excuse me.
|
x*******1
发帖数: 28835 | |
d******d
发帖数: 1037 | 5 Agree.
【在 w*******o 的大作中提到】
: 真佩服你坚持了一年多的看熊，跟Market Ticker那个老头Karl Denninger真像啊
: http://market-ticker.denninger.net/
: Maybe he is a good "analyst", but he never be a good "trader/investor".
: What is the difference? "analyst" always say something "right",
: but a good trader/investor don't care what's "right", and what's "wrong".
|
g***l
发帖数: 18555 | 6 大牛给看看ETFC吧，我快长期了一年了，好象没有出头之日啊 |
x*******1
发帖数: 28835 | 7 呵呵
【在 g***l 的大作中提到】
: 大牛给看看ETFC吧，我快长期了一年了，好象没有出头之日啊
|
f********e
发帖数: 1079 | 8 建议大家长期投资有潜力的股票，除去那些被套牢而被迫长期投资的股票，这个LONG
没有任何意义。
我上次开了个帖子，建议大家交流心得那些是低价质优被忽略的。遗憾的是大家并不感
兴趣。
回2楼，BAC肯定不是最好的，但是在目前世道和情况下来看是值得长期持有的。回顾一
下当时情况，如果我在同期买BAC放到现在会有1.5倍的收益。由于投资额比较大以及当
时银行隔天就可能破产的气氛中，当时还是LONG了XLF，当时做了很多ETF功课包括历史
分红走势以及是很多基金和401K配置等.
因此在2月中当BAC再次杀到14附近的时候，果断LONG了很多。只可惜当时应该把XLF
换成BAC，只需补0.6差价，现在要补2.2左右。
还是希望看到多谈谈价值发掘和长期投资的心得。 |
b**y
发帖数: 69 | 9 好帖啊，股版需要多一些谈深入操作的好帖
人。
【在 f********e 的大作中提到】
: 卖出XLF了，再下去也没有什么潜力。相比较BAC或其他低位质优的股票长期回报更诱人。
|
s***s
发帖数: 4329 | |
|
|
s***s
发帖数: 4329 | 11 ETFC有个债主拿着１。７BILLION的债转股（均价１块）
长期卖压很重
偶的野FA
YMYD
【在 g***l 的大作中提到】
: 大牛给看看ETFC吧，我快长期了一年了，好象没有出头之日啊
|
N********n
发帖数: 8363 | 12 We are talking about long term investment not weekly swing trade that is
mostly TA-based. The FA of Wall St. banks reveals all sorts of problems:
1. Survive on Fed's cheap money life support.
2. Repo105 gimmicks all over the place.
3. Hide their loss thanks to FASB accounting hacks.
Each one is a show stopper. Put altogether it's strike 3 your investment
be wasted, which is why I always recommend staying away from them. Not
sound long investment.
【在 w*******o 的大作中提到】
: 真佩服你坚持了一年多的看熊，跟Market Ticker那个老头Karl Denninger真像啊
: http://market-ticker.denninger.net/
: Maybe he is a good "analyst", but he never be a good "trader/investor".
: What is the difference? "analyst" always say something "right",
: but a good trader/investor don't care what's "right", and what's "wrong".
|
g***l
发帖数: 18555 | 13 谢谢你的内部信息啊
【在 s***s 的大作中提到】
: ETFC有个债主拿着１。７BILLION的债转股（均价１块）
: 长期卖压很重
: 偶的野FA
: YMYD
|
w*******o
发帖数: 6125 | 14 Again, I agree that most, if not all your analysis are "right",
but that's not how the market play, the market play with MONEY only.
【在 N********n 的大作中提到】
: We are talking about long term investment not weekly swing trade that is
: mostly TA-based. The FA of Wall St. banks reveals all sorts of problems:
: 1. Survive on Fed's cheap money life support.
: 2. Repo105 gimmicks all over the place.
: 3. Hide their loss thanks to FASB accounting hacks.
: Each one is a show stopper. Put altogether it's strike 3 your investment
: be wasted, which is why I always recommend staying away from them. Not
: sound long investment.
|
N********n
发帖数: 8363 | 15
The market and "MONEY" chase profitable business not losers. They can be
manipulated in a short run certainly but always correct themselves at the
end. The longer they are manipulated in the wrong direction, the stronger
that knock back toward the other direction after the manipulation fails.
【在 w*******o 的大作中提到】
: Again, I agree that most, if not all your analysis are "right",
: but that's not how the market play, the market play with MONEY only.
|
w*******o
发帖数: 6125 | 16 I don't know how do you defined "long-term" investment,
S&P spent the last 12 years, but still cannot get back
to 1200, the level it first broke in 1998.
What do you gonna do? wait "everything is clear" before
puting your money in? For me, I just try to catch the wave
at some point, after all, I don't have that much 12-years
in my life time to wait for.
【在 N********n 的大作中提到】
:
: The market and "MONEY" chase profitable business not losers. They can be
: manipulated in a short run certainly but always correct themselves at the
: end. The longer they are manipulated in the wrong direction, the stronger
: that knock back toward the other direction after the manipulation fails.
|
f********e
发帖数: 1079 | 17 based on the statement you described below, the best pick might be gs or
federal reserve bank if it is on the
market. Ohh wait... federal reserve bank has tones of billion-dollar debt,
what shall we do then?
if you don't mind, would you share your pick with us?
【在 N********n 的大作中提到】
: We are talking about long term investment not weekly swing trade that is
: mostly TA-based. The FA of Wall St. banks reveals all sorts of problems:
: 1. Survive on Fed's cheap money life support.
: 2. Repo105 gimmicks all over the place.
: 3. Hide their loss thanks to FASB accounting hacks.
: Each one is a show stopper. Put altogether it's strike 3 your investment
: be wasted, which is why I always recommend staying away from them. Not
: sound long investment.
|
s**********3
发帖数: 44 | 18 银行股是金蛋，握住了，金蛋就变成金鸡了。什么道琼斯十年没涨一点，反而倒退了，
你也不看看当中有几个cycle.如果在2003年股价最低是买入it股，hold了五六年，到
2007年，傻子都知道是经济危机来了，就算消息迟钝一点，也能赚个五六倍。现在也是
经济危机，熊熊唱高调，什么短期牛市，美国经济好不，股市只能炒短线，炒把炒吧，
不知这里超短线的有几个有油工hold航空公司赚的多。人油工一天看一次股票，还不带
换股的，赚的比这大多数整天紧张嘻嘻的短线多多了。长线是金。 |
N********n
发帖数: 8363 | 19
Invest in gold and silver, damn it!
You can throw me the best pick out of Dow30 for this decade, and I can
guarantee gold / silver will crush it like a train running over a dog.
【在 f********e 的大作中提到】
: based on the statement you described below, the best pick might be gs or
: federal reserve bank if it is on the
: market. Ohh wait... federal reserve bank has tones of billion-dollar debt,
: what shall we do then?
: if you don't mind, would you share your pick with us?
|
