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標題: 焦點股推介 - 24Jan2009 [打印本頁]

作者: 少爺占 時間: 2009-1-25 01:04 標題: 焦點股推介 - 24Jan2009

上星期介紹左幾隻股俾大家,恭喜你!
AAPL同RTP都有錢賺,不防賣左去遲D再入.(RTP可以等多幾日)

BMO就冇錢賺,比Citigoup同Bank of America影響.
不過買左可以Hold住先,未買可以留意今個星期發行的優先股
5年期,年息6.25%,任何時候可以出售.5年後會根據十年債券的息口+4.6%.
加拿大間間銀行都有發行

今個星期再介紹幾隻賺錢股俾大家:
(DRYS) Dryships業績未如理想,但是乾貨指數日日升小小,日日升小小.可以Set$10蚊買.短炒ONLY
(V) Visa跌破上市個價錢,我set左40蚊買,買到就恭喜你.短線投資,未致於短炒.
(GLD) 快樂牛郎介紹黃金,我都覺得好.因為個個不停印銀紙,黃金就冇得印.對沖美元非常好.
等到80蚊先買,可以中線投資.

少爺占

作者: 快樂牛郎 時間: 2009-1-25 01:59

DRYS我曾經3個半買入
可惜6蚊左右已經放左
同期買既所有航運股都賣晒
獲利得100%
可惜

作者: 快樂牛郎 時間: 2009-1-25 02:02

個人認為航運股暫時上升空間有限
二三十%唔係冇可能
不過想再升一倍就困難重重

Natural Gas連跌幾十日
希望短期會有一個小陽春

作者: 快樂牛郎 時間: 2009-1-25 02:04

另外大乾貨航運股有十幾隻
只賭DRYS未必風險太大
我一向準則係一係唔買
一買就間間一齊買

作者: peter236 時間: 2009-1-25 02:54

Is there any ETF that includes many shipping companies?

作者: 快樂牛郎 時間: 2009-1-25 12:11

原帖由 peter236 於 2009/1/25 02:54 發表
Is there any ETF that includes many shipping companies?

Not that I know of.

作者: peter236 時間: 2009-1-29 12:39

DRYS is down now, should we buy?

作者: 快樂牛郎 時間: 2009-1-29 21:40

原帖由 peter236 於 2009/1/29 12:39 發表
DRYS is down now, should we buy?

哈哈
正想講DRYS
我就唔會衝動啦
進取係應該
不過保本都好重要

作者: 快樂牛郎 時間: 2009-1-29 23:39

TXT似乎唔錯
可以研究下

作者: shutterbug 時間: 2009-1-29 23:39

(DRYS) Dryships業績未如理想,但是乾貨指數日日升小小,日日升小小.可以Set$10蚊買.短炒ONLY

I respect your courage to forecast this....but unfortunately it has not gone your way....today fell 30% to $8.56.

Cheers!

作者: shutterbug 時間: 2009-1-29 23:42

原帖由 快樂牛郎 於 2009-1-30 00:39 發表
TXT似乎唔錯
可以研究下

hm...this one dropped 30% today as well...how come you guys like to pick something that dropped so much?

Technical player?

作者: 快樂牛郎 時間: 2009-1-29 23:59

原帖由 shutterbug 於 2009/1/29 23:39 發表

I respect your courage to forecast this....but unfortunately it has not gone your way....today fell 30% to $8.56.

Cheers!

But it did rebound for a few days after his recommendation.
And he already said it's 短炒ONLY
So maybe he wanted you to sell the next day?

作者: 快樂牛郎 時間: 2009-1-30 00:00

原帖由 shutterbug 於 2009/1/29 23:42 發表

hm...this one dropped 30% today as well...how come you guys like to pick something that dropped so much?

Technical player?

Value player.

作者: shutterbug 時間: 2009-1-30 00:07

how do you determine the value of a stock? mind to share your way?

作者: 快樂牛郎 時間: 2009-1-30 00:30

原帖由 shutterbug 於 2009/1/30 00:07 發表
how do you determine the value of a stock? mind to share your way?

I don't study individual stocks. I take a top down approach.

As regard to how to determine if an industry is under-valued, I look to see if there are close substitutes and whether it's a need or a luxury. That's why I pay close attention to water transportation, oil/natural gas and commodities. They are irreplaceable. They are indeed driven by supply and demand, but supply is surely limited while demand fluctuates. The only key question is whether the companies in question can survive the storm, not whether the industries will pick up again. So to tackle this problem, I buy a basket of 5 to 10 different stocks in every industry that I am interested in. That's why you need a low cost broker.

作者: peter236 時間: 2009-1-30 20:43

DRYS is down again. Is it cheap enough now?

作者: shutterbug 時間: 2009-1-30 21:48

原帖由 peter236 於 2009-1-30 21:43 發表
DRYS is down again. Is it cheap enough now?

"do not catch a falling knife"...lol

作者: 快樂牛郎 時間: 2009-1-30 21:49

原帖由 peter236 於 2009/1/30 20:43 發表
DRYS is down again. Is it cheap enough now?

Not cheap to me, since I sold at 6.

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