钱多多股票论坛

Cash cows are coming, a lot of buyback, just for 2017-2018. In this pace, 2018-2019?
C的MOMO强度：几周内到$75？
现在我们可以理解银行去年大MOMO怎么回事。它们知道自己赚大钱好日子来了不管能不能望到头。

Citi doubles dividend, bank shares jump after industry passes Fed stress tests
http://www.cnbc.com/2017/06/28/citi-dou ... tests.html
http://www.cnbc.com/2017/06/28/jpmorgan ... risis.html

Buffett成了各个行业的金融刮头。

Buffett's Berkshire on verge of becoming BofA's top shareholder
https://www.yahoo.com/finance/news/buff ... 59734.html

银行这MOMO生不逢时，因与大盘相悖而有些勉强。LONG TERM，它们的BUY BACK会造成一些波动。我很怀疑它们不把股价打下来就买。当然，买完后会好。

Morgan Stanley CEO: 'I'm bullish on the bank stocks'
http://www.cnbc.com/2017/06/29/morgan-s ... tocks.html

Being rich is good to ride any waves ah!

Berkshire to swap BofA preferred stock for 700 million common shares
Buffett had bought $5 billion of Bank of America preferred stock with a 6 percent dividend, or $300 million annually, in August 2011, when investors worried about the bank's capital needs.
The purchase included warrants to acquire 700 million common shares at $7.14 each, less than one-third Thursday's closing price of $24.32.
At Bank of America's current share price, the stake would hand Berkshire a $11.7 billion profit, at least on paper.

JPM先ER，当天从来都没HIGH过啊好像是MM等其他几个大淫行田伯光报完一起熬鸡烤鸭PARTY。in another word, just doing AV's btfd of jpm c is good for today and hold up to 1-2 weeks.

no 熬鸡烤鸭 party (for now)

Bank of America earnings: 46 cents per share, vs expected EPS of 43 cents
http://www.cnbc.com/2017/07/18/bank-of- ... nings.html

Goldman Sachs earnings: $3.95 per share, vs $3.39 EPS expected
http://www.cnbc.com/2017/07/18/goldman- ... nings.html

没办法，稀拉力最后取消熬鸡PARTY当选焰火。但我们可以等个熬鸡PARTY。要理解MM，如前所言，MM要回购股票，总不能先把价格炒上去再买，和鸭子一个水平。

Really interesting thank you for the link

做了几个板块，不可能(？)把每个都控制得很好。关键是毛毛不灭，随时再起。MM就那么样了，不可能你有什么什么就涨个不停。今天轮到银行ER后抖擞一下。一起来个熬鸡PARTY。.
下面这段话虽然定性准确，但定量定时没有谁会那么准确。

东方不亮西方亮，田伯光满面红光来PARTY。

GS不把银行忽悠上去不死心阿。问题就是银行要回购才短期内上不去了。反复炒作不错，感到短期到底就买是比较SURE TRADE。就是虽然没有顶，但因回狗，底是常有的。我周5买回了周四卖的C，还买了JPM，这两个交易不错。

Big gains are ahead for the big banks, Goldman Sachs analyst predicts https://www.cnbc.com/2017/07/31/big-gai ... dicts.html

C今天新高(危机之后的)，什么股票回购，主要是BAC和C。 所以以此为猪蹄，它们回购约10%，1年后EARNING每股就白涨约10%。就是你现在做金融不能回避这2个。

银行这几天震荡上升就为了等7月就业报告。我不确定，这个MOMO是真是假，能持续多久，虽然长期看好是没问题的。事关要不要减点的问题。

短期MOMO仍在，长期看好，今天一枝独秀，只好HOLD。

田伯光熬鸡PARTY

飓风把银行吓坏了。怕鸭房被吹跑被淹不还房贷。此外FED继续涨息的期望破灭，导致股票大跌。但有钱BUY AND HOLD 到明年，现在是机会，没钱，就毛毛一把抓。我不怀疑BAC，C什么的现在不回购，每家1年内$100多亿美元，可以买多少股啊，