it'sgoodthatwefinallycaughtuptheupswingmidtrend,
--------------------------------
ifpureinvesting,it'suponetohowmuchfaithandhowgoodFA/TAyouhavewiththecompany,
ifpureflipping,thenmakesureyoualwayshaveamental"stopin",oranactualstopbuyorder,thatifthepricegoesupoveralimit,youmustcomebackin,
otherwisesoonerthanlateryouwillfindyouloseallthechips,
---------------
thecomb...[阅读全文]
博文
(2007-12-04 07:48:21)
(2007-12-04 07:19:41)
asofnow,LDKisonedominantplayeramongChinesesolarsthatisalsopositionedatupperstream,
Q3willbeatleast0.37,forcomparison,STP0.32,TSL0.29,JASO0.47,
sothepriceat36isnotaresultof"normal"FAs...the"trust"discountontheinventoryissueseemsabitoutofproportion,
thelongtermcompetitiveness,thebestnumberintermsoflowcostsiliconwafersofarpublishedistheonefromAsianSilicon,oneofSTP'sfut...[阅读全文]
Q3willbeatleast0.37,forcomparison,STP0.32,TSL0.29,JASO0.47,
sothepriceat36isnotaresultof"normal"FAs...the"trust"discountontheinventoryissueseemsabitoutofproportion,
thelongtermcompetitiveness,thebestnumberintermsoflowcostsiliconwafersofarpublishedistheonefromAsianSilicon,oneofSTP'sfut...[阅读全文]
(2007-12-04 07:04:11)
------------------------------------
http://web.wenxuecity.com/BBSView.php?SubID=finance&MsgID=938430
LDK,higherhighpaintednowsomidterm"buydip"
来源:noMatter于07-12-0307:16:40
valueoftencannotwininmomentsbutwillatend,
trendfinallytickingup,DONOTbuyspikes,insteadbuydips,checkmovingaveragelines...oradummywayistobuyapieceatendofday,everydayexceptforthosebigupcandleda...[阅读全文]
http://web.wenxuecity.com/BBSView.php?SubID=finance&MsgID=938430
LDK,higherhighpaintednowsomidterm"buydip"
来源:noMatter于07-12-0307:16:40
valueoftencannotwininmomentsbutwillatend,
trendfinallytickingup,DONOTbuyspikes,insteadbuydips,checkmovingaveragelines...oradummywayistobuyapieceatendofday,everydayexceptforthosebigupcandleda...[阅读全文]
(2007-12-03 07:16:47)
valueoftencannotwininmomentsbutwillatend,
trendfinallytickingup,DONOTbuyspikes,insteadbuydips,checkmovingaveragelines...oradummywayistobuyapieceatendofday,everydayexceptforthosebigupcandledays,
afterbottomisprobed,pyramidup,
[阅读全文]
trendfinallytickingup,DONOTbuyspikes,insteadbuydips,checkmovingaveragelines...oradummywayistobuyapieceatendofday,everydayexceptforthosebigupcandledays,
afterbottomisprobed,pyramidup,
[阅读全文]
(2007-11-30 15:05:15)
1,Fed:ratecutandliquidityinput(discountwindow,repoetc)
2,Treasury:seetoday'snews,"TeaserFreezer"whichwillpostponethemassiveTeaserrateresetthat'sscheduledearlynextyear,
(http://biz.yahoo.com/ap/071130/subprime_bush.html)
3,UScongress,stateandlocalgov't,allkindsofincentivestoavoida"runonconsumers",
4,Banks,HSBChasproventhattheycanmanagebythemselves,
5,investor...[阅读全文]
2,Treasury:seetoday'snews,"TeaserFreezer"whichwillpostponethemassiveTeaserrateresetthat'sscheduledearlynextyear,
(http://biz.yahoo.com/ap/071130/subprime_bush.html)
3,UScongress,stateandlocalgov't,allkindsofincentivestoavoida"runonconsumers",
4,Banks,HSBChasproventhattheycanmanagebythemselves,
5,investor...[阅读全文]
(2007-11-28 13:26:05)
11/28/2007,marketrebound,DOWup360points,theleadersprovethatevenwhenrebound,theyarestillthebest,
-----------------
SPWRSunpowerCorp121.10+15.50
ISRGIntuitiveSurgicalI...324.50+28.02
BIDUBaiduComInc367.25+25.91
FWLTFosterWheelerLtd141.61+9.97
MICCMillicomIntlCellul...120.31+8.44EQIXEquinixInc106.38+6.38
PCLNPricelineComInc112.99+5.87
RIMMResearchInMotionL...121.35+5.6...[阅读全文]
-----------------
SPWRSunpowerCorp121.10+15.50
ISRGIntuitiveSurgicalI...324.50+28.02
BIDUBaiduComInc367.25+25.91
FWLTFosterWheelerLtd141.61+9.97
MICCMillicomIntlCellul...120.31+8.44EQIXEquinixInc106.38+6.38
PCLNPricelineComInc112.99+5.87
RIMMResearchInMotionL...121.35+5.6...[阅读全文]
(2007-11-27 20:54:08)
Q3rev,gross,net,dilutederperADS,DiltuedADSnumber,ShareholderEquity,price,marketcap,EV=cap-equity,EV/(4*currentQ)
SNDA:$87m,$61m,$31m,0.44,73m,$446m,34.5,$2,518m,$2,072m,16.7
NETS:$62m,$55m,$34.7m,0.27,122m,$402m,19.34,$2,359m,$1,957m,14.1
GA:$54m,$48m,$38.7m,0.145,267m,$944M,11.9,$3,177m,$2,233m,14.4
NCTYisnolongerinthetop3,[阅读全文]
SNDA:$87m,$61m,$31m,0.44,73m,$446m,34.5,$2,518m,$2,072m,16.7
NETS:$62m,$55m,$34.7m,0.27,122m,$402m,19.34,$2,359m,$1,957m,14.1
GA:$54m,$48m,$38.7m,0.145,267m,$944M,11.9,$3,177m,$2,233m,14.4
NCTYisnolongerinthetop3,[阅读全文]
(2007-11-26 19:20:58)
expectmediawilltalkaboutvaluesoon...aftersomebloodshedofcourse,[阅读全文]
(2007-11-22 05:18:20)
http://web.wenxuecity.com/BBSView.php?SubID=finance&MsgID=925012
来源:rimm于07-11-2200:08:21
1】股圣buffet铭言老记在心，并随每次交易下单前，做好保本不大亏准备。即输赢百分比，止xuan,止赢，是长短线还是波短，或日冲要心中明确不随易改变。如捣老大这两天的交易，外行看笑话，内行知门道。买，割肉，买，割肉，买，大赚，不都回来了。那有孙大圣的火眼金睛，100%正确的。错了[阅读全文]
来源:rimm于07-11-2200:08:21
1】股圣buffet铭言老记在心，并随每次交易下单前，做好保本不大亏准备。即输赢百分比，止xuan,止赢，是长短线还是波短，或日冲要心中明确不随易改变。如捣老大这两天的交易，外行看笑话，内行知门道。买，割肉，买，割肉，买，大赚，不都回来了。那有孙大圣的火眼金睛，100%正确的。错了[阅读全文]
(2007-11-20 11:07:36)
thosethattakesinmoneyfromaroundtheworld,
thoseareoneswithgreatcompetitivenessinthenewworldorder,and,willbeofgreatvalueinfaceofamuchcheaperUSDinfuture,
fromthebasics,KOPEPMOPGJNJMRK(PFEhasitsspecificproblems)
toAAPLMSFTINTCGOOG
----------------------
thecurrentmarketisstillacontinuationofanti-USDhedges,thosearedamagedmostofoneowninggreatleveragedUSDdebts,
[阅读全文]
thoseareoneswithgreatcompetitivenessinthenewworldorder,and,willbeofgreatvalueinfaceofamuchcheaperUSDinfuture,
fromthebasics,KOPEPMOPGJNJMRK(PFEhasitsspecificproblems)
toAAPLMSFTINTCGOOG
----------------------
thecurrentmarketisstillacontinuationofanti-USDhedges,thosearedamagedmostofoneowninggreatleveragedUSDdebts,
[阅读全文]
