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 Post subject: Re: What a Banquet!
PostPosted: 10/5/17 11:58 
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Joined: 9/8/11 22:41
Posts: 4389
嗯, 银行又大涨了。C, 6/28, $65, now $75. next year $100.

now wrote:
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


 
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 Post subject: Re: What a Banquet!
PostPosted: 10/9/17 11:55 
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Joined: 9/8/11 22:41
Posts: 4389
CS的分析跟我的一致吗。尽管我只是用比较简单的TA/FA加点感觉。

https://www.cnbc.com/2017/10/09/bank-tr ... nefit.html


now wrote:
他自己在比较高的价位重仓了WFC就认为WFC最好。但从别人的角度可以说BAC/C最好,其次JPM/MS,其次GS。然后就不会费钱去买WFC了。

BAC的市值超过WFC,既是危机也是机遇
发信站: BBS 未名空间站 (Wed Sep 27 21:53:24 2017, 美东)
危机:个别股价泡沫导致整个行业回调
机遇:相对价值洼地越加明显,风险有限


 
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 Post subject: Re: What a Banquet!
PostPosted: 10/12/17 19:14 
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Joined: 9/8/11 22:41
Posts: 4389
开始银行股ER基本表现不会好,这个我说过了,大约2年前就是这样说。因此我没有JPM,MS,GS。BAC和C把它们卖了交税之后还得买回有什么必要呢?今天下午加了MS,明天也行。不管怎样,BTFD适合这些股票。它们的EARNING好是真的。未来模糊苍茫光明都是股市本色。


 
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 Post subject: Re: What a Banquet!
PostPosted: 10/13/17 19:29 
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Joined: 9/8/11 22:41
Posts: 4389
大牛市,短期跌5%都烦人,因为容易找到涨得快的股票。

发信人:xxxx, 信区: Stock

标 题: 说说我为什么不怕WFC跌到20刀
发信站: BBS 未名空间站 (Fri Oct 13 )
1.帐户里没有上马金,
2.股票上的钱都是20年内不会用的死钱
3.16000股WFC的红利足够我在法拉盛租个地下室并衣食无忧,外加每周三次全套
4.真要跌到20, 那就是百年不遇的发财机会
好股票很多, 能做到跌可攻涨可守的股票不超过5个,而且要求人股合一


now wrote:
他自己在比较高的价位重仓了WFC就认为WFC最好。但从别人的角度可以说BAC/C最好,其次JPM/MS,其次GS。然后就不会费钱去买WFC了。

BAC的市值超过WFC,既是危机也是机遇
发信站: BBS 未名空间站 (Wed Sep 27 21:53:24 2017, 美东)
危机:个别股价泡沫导致整个行业回调
机遇:相对价值洼地越加明显,风险有限


 
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 Post subject: Re: What a Banquet!
PostPosted: 10/16/17 14:12 
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Joined: 9/8/11 22:41
Posts: 4389
现在坏人很AGRESSIVE啊,迫不及待BTFD。以前通常是MS,GS 都ER完了,JPM才涨一涨。C倒也没有什么,ER好就是好了,SG调降,过几天就忘了。


now wrote:
开始银行股ER基本表现不会好,这个我说过了,大约2年前就是这样说。因此我没有JPM,MS,GS。BAC和C把它们卖了交税之后还得买回有什么必要呢?今天下午加了MS,明天也行。不管怎样,BTFD适合这些股票。它们的EARNING好是真的。未来模糊苍茫光明都是股市本色。


 
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 Post subject: Re: What a Banquet!
PostPosted: 10/16/17 14:15 
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Joined: 12/4/09 19:51
Posts: 3001
$JPM new high again


 
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 Post subject: Re: What a Banquet!
PostPosted: 10/17/17 10:00 
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Joined: 9/8/11 22:41
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我的大数据感还可以啊。以前基本上也是就MS ER当天能涨点。今天可以买点GS了。昨天加点C, BTFD,那个倒锤子在底部通常就是底部, that's my TA。


now wrote:
开始银行股ER基本表现不会好,这个我说过了,大约2年前就是这样说。因此我没有JPM,MS,GS。BAC和C把它们卖了交税之后还得买回有什么必要呢?今天下午加了MS,明天也行。不管怎样,BTFD适合这些股票。它们的EARNING好是真的。未来模糊苍茫光明都是股市本色。


 
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 Post subject: Re: What a Banquet!
PostPosted: 10/18/17 12:09 
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Joined: 9/8/11 22:41
Posts: 4389
MM在几大银行的炒作习惯让我摸得比较透啊。


 
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