cancel
cancel
cancel
cancel
个人资料
越王剑
越王剑
给我悄悄话
  • 博客访问：
博文
2015 Portfolio Watch
(2014-12-30 13:13:47)

Removedafewnamesfromlastyear'sholdings.Addedafewones.ExpectaselloffinJan/Feb2015.Oncethedropisathand,itistimetobuildpositions.
Marketrallied1000pointsafterYellen's"Patient"keywords.Bepatient.Waitforpullbacks.
[阅读全文]
阅读 () ┆ 评论 (0)
Performance of 2014 Portfolio
(2014-12-20 14:34:25)

Portfolio(1402)Watch
Portfolio(1401)Watch
LookingbacktwoportfoliosIthrowoutatthebeginningof2014.Hereistheresult:
[阅读全文]
阅读 () ┆ 评论 (0)
Now BABA
(2014-12-20 14:06:54)

[阅读全文]
阅读 () ┆ 评论 (0)
BA is cheaper than BABA
(2014-11-13 17:08:33)

[阅读全文]
阅读 () ┆ 评论 (1)
After big sell off in energy, some names look cheap
(2014-11-08 08:36:42)

COP,CLR,EOG,RDS.A.
[阅读全文]
阅读 () ┆ 评论 (0)
First time long time market becomes vulnerable
(2014-10-09 16:37:13)

WithRussellbreakssupporttoday,firsttimelongtimethismarketlooksvulnerable.Earningseasonisinfullplayrightnow.Sofar,ERisnotbad.
However,thismarketisveryunstable.Extremecautionneeded.
[阅读全文]
阅读 () ┆ 评论 (0)
Getting close
(2014-09-29 16:11:45)

VIXiscloseto17.Withonemorespike,marketcouldsetinaneartermbottom(ifnotalreadytoday).Itmeansthatwhopanicsellinginlastfewdaysmightregretsoon.Itisnotthetimetopanic,buthavingshoppinglistreadyanddeploysomecash.[阅读全文]
阅读 () ┆ 评论 (0)
FEYE
(2014-09-05 16:54:53)

NotsureabouttheFAmuchinthisname.Butrisk/rewardmightbeworthit.
[阅读全文]
阅读 () ┆ 评论 (0)
Time to lock in some gains
(2014-09-03 15:49:19)

BigreversalinAAPLwhobringQQQdownwithit.Itistimetotakesomeprofitincertainnames.S&P500crossupanddownof2000for7daysinarow.Timetotakesomecautiousandmayaddsomeprotection.
Iamupnearly50%inTWTR.Timetolockinsomeprofithere.Bearishengulfingisformedtoday.Alsoitisclosetowherebrokedownhappened.Probablywillhavesomeretracementbackto$44-45area.
[阅读全文]
阅读 () ┆ 评论 (0)
Is Financials ready to move
(2014-08-23 16:52:54)

Oneunderperformedsectorwithgovernmentontheirbackforquiteabit.Recentpenaltypayoutmightputthatbehindthem.PersonallyIwishgovernmentjustletthemallBKbackin2008whichwouldmakethisrecoveryaloteasier.
However,afterapreviousuptrendandrecentconsolidatingandbasing.2ndlegupmightbeontheway.Butthesebigbanksmayalreadybecomeutilities.Anditisverydifficulttofigureoutwhatareontheirbalancesheet.
Butgivingthatp...[阅读全文]
阅读 () ┆ 评论 (0)
[<<]
[上一页]
[11]
[12]
[13]
[14]
[15]
[下一页]
[>>]
[首页]
[尾页]