g8
发帖数: 3784 | 1 Stocks Are Cheaper Than They've Been in Two Decades
U.S. stocks are trading at their cheapest levels since at least 1990,
several commonly used formulas show.
。。。 |
i*******e
发帖数: 1904 | 2 真他妈的骗人！
PE高不高要看forward looking earning而不是historical earning！
就算高的earning也不一定能justify高价！Risk premium高的话，股价还不是硬不起来！
现在市场的主题是：Risk，Risk，Risk！而不是historical earnings，earnings，
earnings！
God damn花街！ |
v****e
发帖数: 19471 | 3 stocks are indeed cheap, even on a forward PE basis. I don't think they are
prcincipally wrong.
来！
【在 i*******e 的大作中提到】
: 真他妈的骗人！
: PE高不高要看forward looking earning而不是historical earning！
: 就算高的earning也不一定能justify高价！Risk premium高的话，股价还不是硬不起来！
: 现在市场的主题是：Risk，Risk，Risk！而不是historical earnings，earnings，
: earnings！
: God damn花街！
|
c*******o
发帖数: 1722 | 4 the problem of the value arguement is that things could alwyas
be even cheaper.
are
【在 v****e 的大作中提到】
: stocks are indeed cheap, even on a forward PE basis. I don't think they are
: prcincipally wrong.
:
: 来！
|
k********n
发帖数: 18523 | 5 hehe.. what a messy to wu you money money from retailer |
k********n
发帖数: 18523 | 6 cheaper from CNBC,
too expensive also from CNBC |
B*******n
发帖数: 20645 | 7 CNBC is a good contrarian indicator.
AS ALWAYS. |
v****e
发帖数: 19471 | 8 you look at a long term range and decide where in that band valuation is.
right now, it is definitely in the deep lower half.
【在 c*******o 的大作中提到】
: the problem of the value arguement is that things could alwyas
: be even cheaper.
:
: are
|
v****e
发帖数: 19471 | 9 depends on sectors, too. for example, it's hard to argue finance is cheap,
because their business model got destroyed.
【在 k********n 的大作中提到】
: cheaper from CNBC,
: too expensive also from CNBC
|
i*******e
发帖数: 1904 | 10 希望大家坐下来好好读一读各大公司的年报以及他们的CEO的致辞中对新一年的展望。
大部分都相当的保守甚至消极。（请听听Siemans的，especially）。这是corporates
所说的。
再看看他们所做的：BOA plan to cut 3 Billion cost！再请想一想有多少blue chips
自从2008后倒下了或接近倒下了？Boarders，Kodak，JC penny，Sears，RIM，Saab。
这个名单还会越来越长。全球消费者和政府的deleveraging能带来的只有contraction
和公司的破产。就算QE3来了又能怎么样，只要一停止印钱还不是又开始暴跌！
Greenspan年代的10年虚假繁荣的欠账08,09年两年就还完了吗？任何危机就像球赛一样
，既有上半场，也有下半场。中期展望绝对的bearish。
are
【在 v****e 的大作中提到】
: stocks are indeed cheap, even on a forward PE basis. I don't think they are
: prcincipally wrong.
:
: 来！
|
