M*********r
发帖数: 50 | 1 No wonder BAC went crazy. |
f*******4
发帖数: 345 | 2 不奇怪阿，前一阵子巨量爆跌，一定是institution在卖阿
可怜自不量力的小散们去接刀 |
y*****7
发帖数: 2869 | 3
yeah, i see vangurad ,fidelity and jp morgan...
【在 M*********r 的大作中提到】
: No wonder BAC went crazy.
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M*********r
发帖数: 50 | 4 Can't help wondering why some people tried to mislead the herd~~
【在 f*******4 的大作中提到】
: 不奇怪阿，前一阵子巨量爆跌，一定是institution在卖阿
: 可怜自不量力的小散们去接刀
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b*****g
发帖数: 983 | 5 vanguard在买好不好
【在 y*****7 的大作中提到】
:
: yeah, i see vangurad ,fidelity and jp morgan...
|
M*********r
发帖数: 50 | 6 Come on, isn't the index fund buy according to the statistical weight of the
market?
【在 b*****g 的大作中提到】
: vanguard在买好不好
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s******f
发帖数: 3984 | 7 这都快5个月过去了
等你看到这些institute报告增持的时候BAC都过15了
【在 M*********r 的大作中提到】
: No wonder BAC went crazy.
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M*********r
发帖数: 50 | 8 So, are you suggesting the institutional holders don't have a consistent
strategy on BAC considering the volume they have? The exit strategy for 10K
or 10M shares would be completely different as far as I know.
【在 s******f 的大作中提到】
: 这都快5个月过去了
: 等你看到这些institute报告增持的时候BAC都过15了
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s******f
发帖数: 3984 | 9 那你看看AAPL，减持机构也不少
这个可是6月30号以来涨了20%的
10K
【在 M*********r 的大作中提到】
: So, are you suggesting the institutional holders don't have a consistent
: strategy on BAC considering the volume they have? The exit strategy for 10K
: or 10M shares would be completely different as far as I know.
|
c********l
发帖数: 1292 | 10 请问在哪里可以看到机构减持增持，yahoo 好像是静态的，多谢
【在 s******f 的大作中提到】
: 那你看看AAPL，减持机构也不少
: 这个可是6月30号以来涨了20%的
:
: 10K
|
|
|
M*********r
发帖数: 50 | 11 You must remember at what price Warren Buffett sold his position of PTR.....
Institutional holders never would be able to sell at the PEAK. Agree? :)
Index funds follow the passive strategy and they buy when the market capital
of certain stock overweighs the rest. This is the reason of their investment in
AAPL. For those active management HF's, they exit when they consider the
market value deviates from the fundamental. So, for AAPL, I would say, in the
long run, its sell side overweighs its buy side.
【在 s******f 的大作中提到】
: 那你看看AAPL，减持机构也不少
: 这个可是6月30号以来涨了20%的
:
: 10K
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M*********r
发帖数: 50 | 12 Check 13F-HR from SEC filings.....
【在 c********l 的大作中提到】
: 请问在哪里可以看到机构减持增持，yahoo 好像是静态的，多谢
|
M*********r
发帖数: 50 | 13 Here comes the real bad news~~~~ Paulson dumped his shares in BAC.
http://www.bloomberg.com/news/2010-11-15/paulson-co-largest-holdings-in-3rd-quarter-13f-alert.html
http://www.wikinvest.com/wikinvest/api.php?action=viewNews&aid=2043102&page=Stock%3ABank_of_America_%28BAC%29&format=html&comments=0
http://dealbook.nytimes.com/2010/11/15/paulson-cuts-bets-on-bofa-and-citi/
What is the real problem with BAC then? From the recent 10Q, the revenue,
operating margin blahblahblah etc were about the same. But a term called "
Goodwill impairment" cost BAC $10.4B was listed. This GI was due to the
overpayment of Merrill-Lynch assets.
http://yahoo.brand.edgar-online.com/displayfilinginfo.aspx?FilingID=7538170-1195-1516623&type=sect&dcn=0000950123-10-101545
Hehe, the game of BAC quick recovery is over.
【在 s******f 的大作中提到】
: 那你看看AAPL，减持机构也不少
: 这个可是6月30号以来涨了20%的
:
: 10K
|
s******f
发帖数: 3984 | 14 Thanks for sharing
3rd-quarter-13f-alert.html
action=viewNews&aid=2043102&page=Stock%3ABank_of_America_%28BAC%29&format=
html&comments=0
citi/
revenue,
"
FilingID=7538170-1195-1516623&type=sect&dcn=0000950123-10-101545
【在 M*********r 的大作中提到】
: Here comes the real bad news~~~~ Paulson dumped his shares in BAC.
: http://www.bloomberg.com/news/2010-11-15/paulson-co-largest-holdings-in-3rd-quarter-13f-alert.html
: http://www.wikinvest.com/wikinvest/api.php?action=viewNews&aid=2043102&page=Stock%3ABank_of_America_%28BAC%29&format=html&comments=0
: http://dealbook.nytimes.com/2010/11/15/paulson-cuts-bets-on-bofa-and-citi/
: What is the real problem with BAC then? From the recent 10Q, the revenue,
: operating margin blahblahblah etc were about the same. But a term called "
: Goodwill impairment" cost BAC $10.4B was listed. This GI was due to the
: overpayment of Merrill-Lynch assets.
: http://yahoo.brand.edgar-online.com/displayfilinginfo.aspx?FilingID=7538170-1195-1516623&type=sect&dcn=0000950123-10-101545
: Hehe, the game of BAC quick recovery is over.
|
b**u
发帖数: 1206 | 15 Here is another one(ZZ)::
John Paulson's September 30 13F has been released. Total long stock holdings
reported amounted to $22.9 billion, unchanged from June 30. As expected,
and following hot in the footsteps of David Tepper, Paulson dumped nearly 20
% of his Bank of America and Citi stakes (30 million shares and 82.7 million
shares respectively), sold about 11% of Wells Fargo and Capital One, and
dumped his entire 1.1 million Goldman position. Keep in mind all this was
before BofA stock got crushed in October: the next 13F will be even more
interesting. Other divestitures included two thirds of his stake in Family
Dollar Stores, a third of his position in Starwood Hotels, and over half of
his Mead Johnson Nutrition position. While Paulson did not touch much of his
gold exposure (he did sell 6% of Anglogold Ashanti), he kept GLD is biggest
position (for the gold denominated holdings) at $4 billion, and added about
17 new positions, the biggest of which were Anadarko (13.4 MM shares),
Hewitt Associates (7.6MM shares), NBTY (6.1 MM shares), McAfee (5 MM shares)
, and then some notable Merger arbs: Genzyme, Burger King and Potash, in
which he added 500,000 shares. Either Paulson will now have to like Potash
on its fundamentals, or he will have to sell this position. Oddly enough,
today's market showed remarkable unwillingness on behalf of the arbs to dump
their POT holdings. One wonders how long this will continue. Additionally,
Paulson sold his entire half a billion dollar stake in Exxon, a position
that he held for just one quarter. In other news, obviously, the love affair
with financials is at least partially over, and at this point the future of
the Recovery Fund may well be in doubt if even Paulson does not see the
upside case for names such as BofA which a year ago he had a PT of $30 as of
2012.
【在 M*********r 的大作中提到】
: Here comes the real bad news~~~~ Paulson dumped his shares in BAC.
: http://www.bloomberg.com/news/2010-11-15/paulson-co-largest-holdings-in-3rd-quarter-13f-alert.html
: http://www.wikinvest.com/wikinvest/api.php?action=viewNews&aid=2043102&page=Stock%3ABank_of_America_%28BAC%29&format=html&comments=0
: http://dealbook.nytimes.com/2010/11/15/paulson-cuts-bets-on-bofa-and-citi/
: What is the real problem with BAC then? From the recent 10Q, the revenue,
: operating margin blahblahblah etc were about the same. But a term called "
: Goodwill impairment" cost BAC $10.4B was listed. This GI was due to the
: overpayment of Merrill-Lynch assets.
: http://yahoo.brand.edgar-online.com/displayfilinginfo.aspx?FilingID=7538170-1195-1516623&type=sect&dcn=0000950123-10-101545
: Hehe, the game of BAC quick recovery is over.
|
