x*******1
发帖数: 28835 | 1 你越不敢上，长的也就越猛。 看不懂的行情不玩了。 耐心等tzA |
s**********0
发帖数: 1956 | 2 現在買是不是太晚了呢。。。
【在 x*******1 的大作中提到】
: 你越不敢上，长的也就越猛。 看不懂的行情不玩了。 耐心等tzA
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w*******o
发帖数: 6125 | 3 You know why?
John Paulson is in.
【在 x*******1 的大作中提到】
: 你越不敢上，长的也就越猛。 看不懂的行情不玩了。 耐心等tzA
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x*******1
发帖数: 28835 | 4 john paulson能看上这个加州小破公司？ 我看财政部倒是不会再救他们了。 18号就是
mortage reinsurance的死期了。呵呵。 我最近比较反之，建议大家反向操作。
【在 w*******o 的大作中提到】
: You know why?
: John Paulson is in.
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w*******o
发帖数: 6125 | 5 What I am telling you is not a guess/opinion,
What I am telling you is a fact.
Do your own homework,his holding just disclosed yesterday.
【在 x*******1 的大作中提到】
: john paulson能看上这个加州小破公司？ 我看财政部倒是不会再救他们了。 18号就是
: mortage reinsurance的死期了。呵呵。 我最近比较反之，建议大家反向操作。
|
w*******t
发帖数: 217 | 6 PMI Group Inc. shares (PMI) jumped more than 15%, or 39 cents, to $2.99,
Tuesday after hedge fund firm Paulson & Co. disclosed a stake in the
mortgage insurer. In a regulatory filing late Monday, Paulson said it held 5
million shares of PMI at the end of June.
The firm held no PMI stock at the end of March. Paulson also boosted its
stake in insurer Hartford Financial Services (HIG) during the second quarter
,
according to the regulatory filing. Paulson held 44 million shares of
Hartford
【在 w*******o 的大作中提到】
: What I am telling you is not a guess/opinion,
: What I am telling you is a fact.
: Do your own homework,his holding just disclosed yesterday.
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x*******1
发帖数: 28835 | 7 那paulson也被套了。 他3月份没买，6月份买， 这个操盘手该拉出去砍了。 |
n****e
发帖数: 4990 | 8 an interesting question is why he disclose the holding now
I can think of two possibilities.
1)it is a good buy, he has enough chips now, he wait the price to go up
2) PMI is in deep trouble, he want to dump its chips to reduce his loss.
although 2 is a possibility but that will ruin his reputation.
【在 w*******o 的大作中提到】
: What I am telling you is not a guess/opinion,
: What I am telling you is a fact.
: Do your own homework,his holding just disclosed yesterday.
|
w*******o
发帖数: 6125 | 9 It's not "why", he has to do that.
that's the regulation.
It's too early to say it's a good buy or bad buy,
maybe they will hold it 2+ years, and nobody
knows what will happen.
【在 n****e 的大作中提到】
: an interesting question is why he disclose the holding now
: I can think of two possibilities.
: 1)it is a good buy, he has enough chips now, he wait the price to go up
: 2) PMI is in deep trouble, he want to dump its chips to reduce his loss.
: although 2 is a possibility but that will ruin his reputation.
|
n****e
发帖数: 4990 | 10 I see, thx for your comments. Like buffet, they have a lot source for the FA
of each company. It might imply PMI is a solid company and they are
confident with the current price.
【在 w*******o 的大作中提到】
: It's not "why", he has to do that.
: that's the regulation.
: It's too early to say it's a good buy or bad buy,
: maybe they will hold it 2+ years, and nobody
: knows what will happen.
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|
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w*******o
发帖数: 6125 | 11 A rough estimate for his average cost on PMI is $4.91
http://www.gurufocus.com/StockBuy.php?GuruName=John+Paulson
//Any BAOZI for this link? |
c**2
发帖数: 8496 | 12 cost in June was high, so he is deeply under water with millions of PMI
shares.
Darn, I sold it already, didn't catch this news. |
f********e
发帖数: 1079 | 13 PMI历史走势都差不多，开盘就大幅拉抬，然后像现在一样在3块左右逛荡，然后下午大
力拉升到3.3左右，看看今天会不会历史重演。 |
a******e
发帖数: 472 | 14 really ... too bad I just sold my PMI at $2.98 ... 15% gain is OK ... rest
you guys take it:-) |
a*****h
发帖数: 7463 | 15 pmi要完蛋了。
【在 x*******1 的大作中提到】
: 你越不敢上，长的也就越猛。 看不懂的行情不玩了。 耐心等tzA
|
a******e
发帖数: 472 | 16 why? it is not a deadcat jump.
【在 a*****h 的大作中提到】
: pmi要完蛋了。
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b*****g
发帖数: 4051 | |
s**********0
发帖数: 1956 | 18 居然在這裡看到你了。。。你買了PMI?
【在 b*****g 的大作中提到】
: pmi不要完蛋啊～～
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b*****g
发帖数: 4051 | 19 嗯，我2.6的时候没买pmi，买了fas，现在后悔了。。。。
【在 s**********0 的大作中提到】
: 居然在這裡看到你了。。。你買了PMI?
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