博文
GRO 回放，幸福来得太突然，
(2008-06-03 08:37:44)

yesterdaywasaperfectbuyingpoint,thenextoneislikelyin2-3weekswhenthemovingaveragelinescatchupwiththeprice,
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１，GROseemsfansinating
来源:seamist于08-05-2416:55:13
http://web.wenxuecity.com/BBSView.php?SubID=finance&MsgID=1114756
２，afewstocksthatI\'maccumulating,
来源:seamist于08-05-2711:14:31
http://web.wenxue...[阅读全文]
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about GRO,
(2008-06-02 07:24:12)
acoupleofwordsonNED/GRO
http://web.wenxuecity.com/BBSView.php?SubID=finance&MsgID=1116414
来源:seamist于08-05-2716:22:45
someoneQQH'edmeformytargetandIreplied...thoughtitwouldbefairtoposthere,
NED,iftheirbusinessconditionisasgoodasontheirCC,I'dexpectnextyeartheymaybeearn$0.60+,(20%growth)
iftheycansolidlyrebuildtheirgrowthcompanyimage,thenatsomepointmarketmaybecrazyenoughto...[阅读全文]
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原油价跌还缺一只鞋子
(2008-05-30 13:46:19)
我个人认为原油价涨是供需不平衡+投机者火上加油。
供需不平衡如果不改变，那么原油价跌大概只是投机者热度暂时下落（profittaking),
原油价和成品油有滞后效应，炼油厂许多长期合同，
成品油高到一定程度，消费需求回落，（注意成品油供需不完全等于原油供需关系）
美国现在成品油需求已开始下滑，
中国成品油需求还很旺，（回国看看就知道），加上发[阅读全文]
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MA, May 2008, operation,
(2008-05-30 07:50:01)
http://web.wenxuecity.com/BBSView.php?SubID=finance&MsgID=1118652
来源:seamist于08-05-3007:37:52
ifit'stobecomelikeearlyFeb,320willbetop,iflikeearlyMay,330...forthattodayweneedtocloseabove315,
http://web.wenxuecity.com/BBSView.php?SubID=finance&MsgID=1118620
来源:seamist于08-05-3007:04:26
MA,sofaraccordingtotheplan...
seeifit'sgoingtobelikeearlyFeborearlyMay...
...[阅读全文]
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真正有效的爱国有两种,１,帮着添砖添瓦，２,帮着捉鼠捉虫
(2008-05-29 14:46:52)
真的能操刀做手术的很少，
帮着维护形象在一定程度上是有益也是有必要的，但过了就不好了。一来没有必要粉饰一个虚假的完美的形象。二来，更重要的，不能有paranoidbunkermentatlity,不能把每一个提供建设性意见，客观的批评甚至针砭时事的人，都首先判断成有敌意恶意的。
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MA 305 is the mid way of today's candle, if break then no
(2008-05-29 11:40:54)
morechanceforlongsfortheimmediatefuture,
theidealsituationwillbethatMAclimbedbackto310byendofday,ifthat\'sthecasewewillhaveaplatform...normallytherecouldbeonedaystopafterabigjumpbutsincetomorrowisaFriday,theninthatcasethechancefavorsonemorelegofsqueeze...hypotheticalidealscenarioofcourse,
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my favorite beauty (pic)
(2008-05-28 10:44:26)

it\'sprobablynotentirelypropertodiscussthispicsolight-heatedly,
butsheiseverythingthatIwantmyowndaughterstobe,
myhero,
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GOOG's strength now is no longer in its technology, but its mark
(2008-05-28 09:11:11)

whatIfoundacoupleofdaysagowasthat,GOOG,despiteallitsauraandimages,remainsonthe1.0versionofitssearchtechnologywhichisbasedonjustweb-pageindexingandwordmatching.Theresultscannotonlybebad,it\'sinsultinglylousyasIhaveexperienced.(seehttp://web.wenxuecity.com/BBSView.php?SubID=finance&MsgID=1115772)
whileYahoohasapparentlymovedontopossiblyobjectindexing
theendresultisthatYahoo\'ssearchismu...[阅读全文]
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a couple of words on NED/GRO
(2008-05-27 16:23:01)
someoneQQH\'edmeformytargetandIreplied...thoughtitwouldbefairtoposthere,
NED,iftheirbusinessconditionisasgoodasontheirCC,I\'dexpectnextyeartheymaybeearn$0.60+,(20%growth)
iftheycansolidlyrebuildtheirgrowthcompanyimage,thenatsomepointmarketmaybecrazyenoughtoawardaEV/earning20valuation,thatplus$3.4wouldmakethetarget15.
aboutGRO,iftheshareholderscanresolvetheirdifference(withnoharmtotheco...[阅读全文]
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"America's hottest investor" (one very good/intriguing article)
(2008-05-27 06:27:22)
http://money.cnn.com/2008/05/23/magazines/fortune/birger_americas_hottest_investor.fortune/index.htm
astoryaboutCGM,whohaswonbigonallthemajortrendforthelast10years...fromHomeBuildertoCoaltoCoppertoOiltoAgriculture...Goldmanmaybedoingshortbusting...CGMseeoilat200,watchingChinademand...
(IhavealwayslovedthecommercialfromCGM...agreattradershouldbelikeafenceman,)
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