五十步笑百步
2010/07/27 09:05:33 網誌分類: 未分類
都說大戶跟散戶行為差不多，看看Barton Biggs的變臉絕技，便會明白為何近月股市波動如此厲害。
2010年7月27日
月初賣掉一半股票 碧斯「轉軚」看好美股著名對沖基金經理碧斯【圖】（Barton Biggs）對美股的看法在三周內迅速「轉軚」，昨天說因為有迹象顯示美國將避過再度衰退，因此在七月初賣掉一半股票的他重新投資美股。
他接受彭博電台訪問時說，他已對股市的風險水平改觀，全球過去十天至兩周的數據都變得正面，全球經濟再陷入嚴重放緩的機會大降，因此他更樂觀，並已準備承擔風險。
機構投資者持股15個月新高
碧斯透露，股票淨長倉佔其基金的比例由三周前的百分之三十五大幅回升至百分之七十五，並說各類型美股重磅股都值得買入。
碧斯曾在本月二日說，擔憂全球各國政府過早縮減刺激經濟的措施，令他賣掉一半股票。
Hi 浪子,
Many people are interested in 2628, but I am the exception. I am sceptical of the valuation approach adopted by most insurance sector analysts. The so-called "embedded values" they use to value insurance companies are based on too many assumptions, like stock markets' performance in the next 10 years or the treasury yields, which in turn make their valuation models far too arbitrary.
Given the above, I just can't buy 2628 now when its share price is more than 2 times its embedded value, while its European counterparts are only valued at less than 1 time the embedded values.
2628 may be a well-managed company. Whether it is a good investment is not that clear-cut though.
Buy 886 cos I 好色 only heee heee. yes ar, I knew that it does not have its own 品牌, hope 五糧液 can help it to earn more la.
hahahah sure 3933 is the best among 2005 and 2877 la in these days.
Now thinking 2314 and 2689.
2628 makes me a bit 困惑, thinking need I have so large ratio of it in hand at this moment. Or sell part of it and buy it back later.
Dannyl,
你買通天酒業短炒。該股昨天已炒上，看來上車時機不錯。純粹從技術分析角度來看，該股已升破近兩個月的下降軌，下周有機會升上1.75至1.8元的水平。不過，1.8元阻力非輕，因為位處年初伸延至今的另一下降軌。
Hi 浪子, you may wish to note that Silver Base (886) is a distributor of famous white wine (like 五糧液) in China and does not own any brands or production plants itself. So it is doubtful whether such business model can really help expand its business size severalfold in the coming few years.
Anyway, if the stock is just for short-term speculation, that is, of course, fine.
I do not know much about Pharmaceutical stocks, so no comments can be made.
GF 兄;
你好,現在有点玩板塊追落后,輪流玩上落之感!
唔搭錯車,做下功課都有番小小的回報.
早幾日升完皇朝,而家回番的.回顧番隻通天......
我呢幾日一路觀察著隻通天酒業(#389),佢唔跟皇朝一爆而上咁多巴仙.
最近每日慢慢寸進,上下落下--@($1.58---@1.62..)徘徊,
相信強者在更低位己儲夠貨,隨時蓄勢待發追落后,看來等機會先抽上番$1.7......$1.8..>>.而回.
今日跌市佢唔趁機跟跌.....而收市都好靚 ,我想佢唔想再跌得太多比散戶在底位跟上車.
睇 番幅圖,佢個勢都轉強,$1.53會有好大支持 .今日我都趁機上咗車,覺得直博率唔錯.
最近好似佢重冇咩大行唱過,重未到 見光死,.
希望今次跑次短線,下星期揾位食糊,冇睇錯就好啦!
GF,可否幫眼睇睇.
週末愉快!
謝謝!
hahahah I always enter your blog to visit ga, just did not leave message only.
Me ar, fair la. U buy 828, I buy 886. Recently buy 2628 not rose much, just like my 2342 and 1368 too. hahahha I did not buy more 1717 too.
Seems wrong jor as I did not sell 2877 and 2005 at good price.
浪子，好久不見，近況好嗎?
澳優未脫險境，短期股價仍有失守4.5元的危險，此乃在下遲遲不加注的原因。
恭喜晒GF兄~~
naive, 好彩而已。日後真的上破百億市值，再慶祝不遲。
You are wonderful. 王朝酒業 has been up more than 5% today to the price of $3.31 .