s******u
发帖数: 1069 | 1 baba都涨到203.5了，真是快啊
网易也出水了，既然rival大牛背书，我就抱着不动了，跌也不管
bac短期内希望跌回31，这样可以加点仓，手头没有其他银行股感觉有些不够多元化
科技股普遍涨了，苹果在跌，这是什么情况，看来er前要猪一阵子了，希望er miss，
再跌一下就开始收割。苹果这股票还是值得hold一年的，除非蒂姆厨子瞎搞。。。。
大牛帮忙看看航空股可以开始建仓了吗？还是说seasonal effect太强，7月份之前都没
必要开始捞？ |
d*********6
发帖数: 1972 | 2 Not DaNiu at all.
But I think LUV is a buy at current price.
LUV has a forward P/E of 11, in line with industry. But PEG is lower than 1.
Profit margin is the highest in industry. LUV will be the least susceptible
to price war.
Debt rate is lower compared to legacy airlines. |
s******u
发帖数: 1069 | 3 还有，如果要买大盘，应该卖哪些股票转移到大盘股呢？
是不是科技股的比例还是尽量降一降？假如这样我就不捞苹果了，我女大都半仓多了 |
s******u
发帖数: 1069 | 4 谢谢小宇，matta也推荐过luv，今天一查才知道是西南航空
西南和LUV这三个字母有什么关系。。。。
TA不懂，看起来还得跌，而且这公司不是很稳定，有点什么波动就赚不到钱，不敢碰太
小的公司啊。。。。。
1.
susceptible
【在 d*********6 的大作中提到】
: Not DaNiu at all.
: But I think LUV is a buy at current price.
: LUV has a forward P/E of 11, in line with industry. But PEG is lower than 1.
: Profit margin is the highest in industry. LUV will be the least susceptible
: to price war.
: Debt rate is lower compared to legacy airlines.
|
d*********6
发帖数: 1972 | 5 The logo of Southwest is a heart...
LUV is the fourth largest airlines in US in terms of revenue and the second
in terms of market cap. It is also a core holding of Berkshire Hathaway. Not
a small company.
Most legacy airlines run a hub-and-spoke model. However, LUV has a point-to-
point model and focuses only on the most profitable/popular route. This
allows for a more efficient business.
【在 s******u 的大作中提到】
: 谢谢小宇，matta也推荐过luv，今天一查才知道是西南航空
: 西南和LUV这三个字母有什么关系。。。。
: TA不懂，看起来还得跌，而且这公司不是很稳定，有点什么波动就赚不到钱，不敢碰太
: 小的公司啊。。。。。
:
: 1.
: susceptible
|
s******u
发帖数: 1069 | 6 谢谢小宇科普！之前真不知道
我一直印象西南航空和jetblue都是典型的小公司，风险波动太大
delta和aa，ua服务都烂得很，所以对这三家无爱，一直没买过航空股
second
Not
to-
【在 d*********6 的大作中提到】
: The logo of Southwest is a heart...
: LUV is the fourth largest airlines in US in terms of revenue and the second
: in terms of market cap. It is also a core holding of Berkshire Hathaway. Not
: a small company.
: Most legacy airlines run a hub-and-spoke model. However, LUV has a point-to-
: point model and focuses only on the most profitable/popular route. This
: allows for a more efficient business.
|
