《庖丁解牛－SDrider经典操盘实录》 10.29

跋

大千的名人中如果用“鬼斧神工”形容捣乱者，“大智若愚”表现熊弟连，那么对于SDRider，恐怕只有“庖丁解牛”最为贴切了。

SDRider进入HIGH榜的视野，是因为最近那篇ENWV的分析，hedgefund如何占有多少比例，前后hedgefend如何出事，简直就是将ENWV的基本面完全解剖，令人叹服。再查SDRider的历史，发现这其实只是一个很小的缩影，几乎SDRider推出的每一个股票都有令人信服的基本面分析而且都是不挖出老底不甘罢休的态势，象NUE在被SDRider推出后几天UBS才将他upgrade，真所谓英雄所见略同！

提到SDRider，不能不提到NGPS，这个股票一次又一次的被SDRider所推出，而且每一次都会带来丰厚利润。作股票的，如我等俗手，几乎是作一个放弃一个，很少有在一个股票上不断赚钱的例子，但是SDRider却不然。NGPS的每一次脉动都被SDRider抓住，NGPS机构的每一个动向都被SDRider完全解析，所以如果你认真研究（一定要“研究”！仅仅“看”是完全不够的）SDRider的每一个深度分析，你就不难提高。“有多少股可以重来”，大千的高手们，几乎都有这样的特点：捣乱者CME的反复操作，熊弟连GOOG的不断出击，SDRider的NGPS一波又一波！无一不告诉我们，高手的境界，真的就如同SDRider：庖丁解牛，游刃有余！

SDRider是几个不多的唯一用英文写作的高手，对于我等俗手的烂英文水平，很多还不甚了了（仍然需要不断研究）。但是对于股票深度分析，自己唯一熟悉的一句英语却是：

TO be or not？ ask SDRider!

HIGH周刊 10.29.2005  ©2005 Copyright

－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－


NGPS out most here

文章来源: SDRider 于 2005-10-28 08:11:28



ER good, not great. Could be a short term pick here considering strong resistance @$28.

Will buy back in $23s.



$4 up move a little out of

文章来源: SDRider 于 2005-10-28 08:14:17



the scale here considering the ER numbers and guidance. Lock in some profit.


回复：SDlaoda, can u help predict NGPS's ER? Thanks

文章来源: SDRider 于 2005-10-21 14:14:41



That's difficult to do considering they are small and not that transparant. But the sector is doing very well and inventory correction in a couple of its customers should be done by now. So, I'm pretty positive on it. GRMN 10/25, SIRF ER 10/26, right before it, watch their revenue for signs.
回复：SD老大, 帮忙推荐些科技股? 你看个股最准了:)

文章来源: SDRider 于 2005-10-20 07:48:49



GPRO is still my favorite and most of position is on this one (45% portofolio, avge $39s).
Others: OSIP, IDEV (in some yeterday and bought more otday), PXLW (avge 5.48. Xiong has some good views on this one and I like the sector), WPSC (underwater), also bought some NGPS back.

I just started to load and have a lot more work to do. I'll begin to post more starting next week.


Steel maker NUE beat and raise

文章来源: SDRider 于 2005-10-20 06:44:49



Earning 1.86 vs 1.68 estimate, revenue 3.03 b vs 2.98 b
Raise guidance 1.7 to 1.9 vs 1.65 estimate

Sector upgrade to come imho.

ER 10/31, FDA approval of

文章来源: SDRider 于 2005-10-24 19:43:12



Tarceva for pancreatic cancer 11/

Beserious: OSIP important events

文章来源: SDRider 于 2005-10-21 09:58:43



by the end of 2005:
1: close EYET acquisition 11/05
2: US approval of Tarceva for pancreatic cancer 11/2/05
3: Roche initiate phase III study of Tarceva vs chemo in progressive NSCLC, anytime now
4: commencement of clinic trial of PSN-010, by 12/05
5: 3 year efficacy and safety of Macugen on AMD, by 12/05
6: ER 11/01


Good luck.



X and NUE both up a lot today

文章来源: SDRider 于 2005-10-24 13:50:20



The sector is coming back, WPSC will follow