r****s
发帖数: 445 | 1 Folger $2.79-15%-2Q(facebook) |
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b*******9
发帖数: 13548 | 2 【 以下文字转载自 Rite_aid 俱乐部 】
发信人: bactive79 (天南地北), 信区: Rite_aid
标 题: wg的reach牙刷
发信站: BBS 未名空间站 (Sun Jun 5 14:35:47 2011, 美东)
5/2-3rr=2/2
和买4反4，3反2，2反1 double dip (till 612)
所以
5/2-3rr-1rr-2*1 q or 2.5/2 q=-1/2 or -1.5/2
7.5/3-3rr-2rr-3*1 q or (2.5/2+1/1)q=-0.5/3 or -1/3
10/4-3rr-4rr-4*1q or 2*2.5/2q=-1/4 or -2/4 |
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f*********r
发帖数: 657 | 3 不建议交易打印胖子；胖子是免费的，收费的是服务:
出售/交换物品的名称:
P&G Crest Rinse $2 off coupon
物品类别（coupon：mfc等；血糖仪等）:
P&G报纸胖子
$2 off one Crest Rinse 946ml or larger, exp 7/31
物品来源（报纸夹页，厂家邮寄等）:
7／31号那周RA有deal,Crest Rinse 4 for $20-10scr-$2q*4适合套现
可接受的价格（必须明码标价，必填）:
1包子or$0.1 each+shipping($0.5 or 5包子)
邮寄损失方式哪方承担（若需邮寄，必填）:
卖方
付款方式说明:
non-cc paypal or baozi
本贴有效期（必填）:
till gone
联系方式（例： 站内）:
站内 |
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c********r
发帖数: 6013 | 4 上周我用这个E药盒azo互滚，拿回好多免费吃喝。
azo是5RR，有个头花是2RR，用5+2RR+3Q滚成10RR，再用10RR+2Q买azo+头花+2个5刀的
吃喝。翻过来掉过去的滚啊，跑了好几家墙绿。 |
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m******y
发帖数: 200 | 5 1.Consumer credit quality stabilizing；psychology shifting
2Q bank results showed consumer credit delinquency stabilizing, which should
drive better credit loss trends in quarters ahead. This is of course key for
Citi and its large portfolio of mortgage and other consumer debt. With
crisis largely past for Citi, the psychology on the company is changing.
2.Technical risks have passed
On July 30, Citi converted $58bn of Preferred to Common, quadrupling share
count and doubling float (some shares, |
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g*****u
发帖数: 14294 | 7 记得2月5日喊底，一喊一个准，一轮上涨到2Q ER. |
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X*********r
发帖数: 11803 | 8 BP: No Decision On 2Q Dividend Expected At Monday Board Meeting
LONDON -(Dow Jones)- No decision is expected from Monday's BP PLC (BP) board
meeting on whether it will pay its full second quarter dividend, said a
spokeswoman for the company Monday.
BP has been subject to immense political pressure to suspend the payment as
oil continues to spill from its well in the Gulf of Mexico.
U.S. lawmakers have voiced concerns that BP will not be able to meet all
compensation and cleanup costs if it conti |
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n*********o
发帖数: 18 | 9 对这里几个股票还很熟：
ADY肯定是不能要了，还得跌。2Q的盈利应该是负的（现在华尔街给的赚0.24美元）。
ER出来，你就等着哭吧
CPBY，整就是一骗子公司。你如果见过它的CEO就知道了，纨绔子弟，在深圳可能还有
点政府关系，拿两单。出了深圳，就很难说了。
PWRD，网游现在是人见人打。虽然PWRD和NTES应该是网游里最值得买的了，但宏观政策
在那里，而且竞争太激烈，大家的开展都很大。虽然股票便宜，但2季度财务估计又得
让大家失望了。
太阳能就不说了。太阳能都卖到欧洲去了。现在欧洲都 没钱了，谁还买啊？而且这个
主要是欧洲政府买单的，比如德国，西班牙等。这几年都没戏了。再加上人民币升值。
这些太阳能公司几年后能剩几个都难说 |
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r****d
发帖数: 239 | 10 can u share where did u get this? is this the 2Q number? thanks! I got
different numbers (1Q)from a website as shown in the picture. I'll see if
i can find the link. |
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w*******o
发帖数: 6125 | 11 1)AMZN 2Q受欧元影响很大,这个我在5月的时候就提到过
2)AMZN 在Nadsaq 100的比重很小，no big impact(见附图)
3)MSFT 表明Enterprise spending,OK
4)AXP 表明Consumer spending,OK
5)UPS 表明Cargo shipping,OK
结论：强盗还没有抢鸡蛋，拿好就行了(Again, not for day-trader)
//Do you do your home work today?
Source:
1)Bloomberg
2)NDX weighting
https://indexes.nasdaqomx.com/pdf/PDFReport.ashx?IndexSymbol=NDX |
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l***1
发帖数: 245 | 12 Here's the Economic Calendar for the week commencing the 16th of August 2010
.
Day Time(GMT) Code Event/Release Forecast Previous
CNY Foreign Direct Investment 19.6%
MON 00:00 CNY CB Leading Index 0.8%
MON 00:00 JPY Gross Domestic Product Annualized (2Q)
2.3% 5.0%
MON 00:00 JPY Nominal Gross Domestic Product
(QoQ) -0.3% 1.3%
MON 00:00 JPY Gross Do |
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w*******o
发帖数: 6125 | 13 WMT's ER is done, so it announces the ER season for 2Q is done.
(Starts from AA, ends with WMT) |
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c**********7
发帖数: 197 | 15 so missed? should market head south? |
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r****d
发帖数: 239 | 18 感觉这只是确认了大家期待已久的slow down而已。估计如果Ben还是老套的话，市场向
下很有潜力。（灌水灌水） |
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s****h
发帖数: 3979 | 20 这个数字有点出人意料了。不知道这个产值是什么概念，和REV有什么关系？
难不成3Q rev有1.2B？就算是从去年Q4开始算，也有0.9B？poly价格上涨，但是8%的
margin还是有的吧，72M， per share就只有57C了。呵呵，瞎算一把。
1.2B的话，就是76C。
刚看了一下，900也比LDK自己预期了610-640高了40%!1200高了87.5%。
2Q rev 565比预期的460-490高了15%。
按15%算，REV就是740M，8% margin就是47C。
按640算，8%margin刚好就是41C。和analyst的估计一样。
beat 41C还是很容易的。最近LDK走势很强，另外option的IV本来就比其他中概太阳能
高，现在是越来越高。
貌似ER前可以看情况上点LDK，甚至适当赌一把ER，不过千万不能玩大了。 |
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r*m
发帖数: 16380 | 22 it's basically a combination of two parts:
1. loser large cap value stocks
2. loser micro cap value stocks
let's see in the next 2Q.
some |
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B*********e
发帖数: 909 | 25 副所这么多MM啊
羡慕ing
US GDP 1.8% --> after several trillion dollars? a joke or what?
JP GDP contraction --> will be worse in 2Q? |
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D****6
发帖数: 3429 | 27 mainly due to JAP earthquake, 盘后股价涨回来了， 我认为明天tech要反弹的， 一
块不定的石头落下来了 |
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p**8
发帖数: 3883 | 31 can you answer my question? |
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p**8
发帖数: 3883 | 35 MS 和 citi 7月8日的预计 和实际一样的。 |
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n******n
发帖数: 12088 | 36 lower expectation means pull-up: easier to beat. |
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j******e
发帖数: 158 | 39 楼主这资料哪里找的啊，是Thomson One么？ |
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p**8
发帖数: 3883 | 41 I did not say "2Q大家的ER都不会太好" |
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R******a
发帖数: 1195 | 42 为什么觉的ER会很烂? 看往年,2Q一般ER会很好啊. |
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c********n
发帖数: 1793 | 43 Genworth Fincl Sees 2Q US Mortgage Insur Oper Loss $250M- 255M |
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E*********y
发帖数: 127 | 44
---也可说很快就要崩了，已经横盘半个月了
---在没有发布windows phone前（年底）不太可能。如果第一炮打的不响，可能下的更
快。从2Q的情况看nok的market share下的不是一般的快，更重要的是中低端的也开始
大滑坡了。忍忍吧。
---同意
---同意，但不知道调整会多大 |
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h**********9
发帖数: 3252 | 45
First, OS market share doesn't count and need to break down by hardware. Now
another excuse that 2Q is not good for apple. Whatever, lets wait and see
what will happen in the future. |
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g******n
发帖数: 53185 | 46 最早是3Q，后来改4Q，现在又改会来了。再跌跌就改成2Q |
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j*****l
发帖数: 440 | 47 how do you know it is important? regardingless credit or debit, it was
counted in the 2q er already. Why do u still care about that? |
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u****d
发帖数: 23938 | 48 nok最大的问题是忽略了中国市场，导致1Q惨败和2Q预期被降低。lumia700，800，N9刚
出来时就应该主打中国市场而不是陷入衰退的欧洲市场。 |
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w******t
发帖数: 1929 | 49 我看的报告那个地方不能copy&paste, 反正1Q profit drops 87% on weaker sales,
2Q view weak, but buy volumn is huge, what is going on?
oh, missed, but result beat street... |
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i*u
发帖数: 299 | 50 revenue jumps 114% from asia, freaking apple is sucking chinese blood! |
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