快樂牛郎

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

快樂牛郎

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

快樂牛郎

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

快樂牛郎

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.

快樂牛郎

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

快樂牛郎

TXT似乎唔錯
可以研究下

快樂牛郎

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?

快樂牛郎

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.

快樂牛郎

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.

快樂牛郎

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.