b********t 发帖数: 8181 | 1 1. Future means shate
2. Most of shate does not have a future
3. If shate has a future, one of the following is true:
a. This shate is not that shitty after all;
b. You are from a future where people enjoy buying shate
c. You try to shate other people
4. Do not play with shate
5. If it takes longer for you to believe something is shate than shate is
something, you should be a teacher instead of a trader. | G*******s 发帖数: 10605 | 2 不哭老弟你今年回报如何?其它都是shate
【在 b********t 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 1. Future means shate : 2. Most of shate does not have a future : 3. If shate has a future, one of the following is true: : a. This shate is not that shitty after all; : b. You are from a future where people enjoy buying shate : c. You try to shate other people : 4. Do not play with shate : 5. If it takes longer for you to believe something is shate than shate is : something, you should be a teacher instead of a trader.
| b********t 发帖数: 8181 | 3 So far so good, lost money on SD, MCP,ACI, made money on financial stocks,
BAC, WFC, AIG....could have done better if cut MCP, SD sooner.
【在 G*******s 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 不哭老弟你今年回报如何?其它都是shate
| G*******s 发帖数: 10605 | 4 Good, I called MCP and SCCO last year, both are bagger holders (not really
bad as others).资源股周期较长,等明显翻转了再上不迟,不然可能捞在半山腰,过
程是很痛苦的。长期MCP应该可以,但是会长期压住资金。
【在 b********t 的大作中提到】![](/moin_static193/solenoid/img/up.png) : So far so good, lost money on SD, MCP,ACI, made money on financial stocks, : BAC, WFC, AIG....could have done better if cut MCP, SD sooner.
| b********t 发帖数: 8181 | 5 Material stock is going to suffer a while, but this actually helps the
overall US economy. Now the question is which company can survive the long
bear market, many of those stocks have a lot of debt.
【在 G*******s 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Good, I called MCP and SCCO last year, both are bagger holders (not really : bad as others).资源股周期较长,等明显翻转了再上不迟,不然可能捞在半山腰,过 : 程是很痛苦的。长期MCP应该可以,但是会长期压住资金。
| G*******s 发帖数: 10605 | 6 方法跟我当时挑home builder一样,最重要的指数是cash flow, 其次是debt
【在 b********t 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Material stock is going to suffer a while, but this actually helps the : overall US economy. Now the question is which company can survive the long : bear market, many of those stocks have a lot of debt.
| t******y 发帖数: 6206 | 7 Agreed
【在 b********t 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Material stock is going to suffer a while, but this actually helps the : overall US economy. Now the question is which company can survive the long : bear market, many of those stocks have a lot of debt.
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