加国地产基金DRG-UN股价再次接近历史高位 20170817

一年图

三个月图


六年图   ＩＰＯ至今


 

在７／１８，ＤＲＧ公布业务扩展兼并消息，股价在一天之内下跌了７％，到今天是整整一个月，股价基本恢复了之前的７％的跌幅。 

参考长期股价图形，短期内７％的跌幅虽然不是常态，但是也是反反复复的不断发生，如果将投资时间放宽到年，２０－３０％范围的股价波动是一件非常平常的。

相对而言，ＲＥＩＴ是比较简单的商业模式，在商业模式变化更快的行业中，５０％股价波动也应该是一件非常平常的事。

“Unless you can watch your stock holding decline by 50% without becoming panic-stricken,
you should not be in the stock market.”  - 巴菲特

"The very liquidity of stock markets causes people to focus on price action. If you buy an apartment house, if you buy a farm, if you buy a McDonald's franchise you don't think about what it's going sell for tomorrow or next week, or next month, you think about how is this business going to do. But stocks with this huge liquidity suck people in and they turn what should be an advantage into a disadvantage."  - 芒格 

发帖时ＤＲＧ股价１１元整，我认为ＤＲＧ股价会上涨的唯一原因是ＤＲＧ的经营业绩在稳步增长，中长期前景大概率的比较明确。