j*****l
发帖数: 440 | 1 现在市场看不出有摧残华尔街决心而影响mm把股市拉到facebook上市为止的企图。因为
一个明显信号就是“欧洲已经被彻底忽略，earnings几乎没有作用”。原因是，很多股
票在去年8月份猛跌以后，除了金融和一些蓝筹股外，很多依旧价格很底。等到那些股
票价格拉到与金融涨幅差不多时，估计逆转信号才会出现。当然，技术性回调肯定会反
复出现，但大势料将无法逆转。
要不，谁能说说凭啥看熊？ |
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I***5
发帖数: 272 | 2 earning ，如果beat，就在当天最高点short它
如果没有beat，就等2-3天，低了入
一般不会亏！ |
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w*w
发帖数: 546 | 4 Q4 2011 Baidu Earnings Conference Call (Live)
02/16/12 at 8:00 p.m. ET |
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j*****l
发帖数: 440 | 5 还没有去读它的balance sheet和 cashflow statement。其实，很多时候没必要读，因
为华尔街有很多人帮大家读。但这只股票的 financial statement一直不错。
另外，如果 anr earning beats后，应当算是度过一劫。当然，现在煤炭股算是历史最
低了，应当注意任何可能导致反弹的信号。 |
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k*********u
发帖数: 2897 | 6 国内烧天然气的车早就很多了，可惜有车没有气，
可怜呀。
烧天然气的汽车是真省钱
http://www.mitbbs.com/article_t/Military/37282787.html
里面的那个司机说，大概相当于烧汽油费用的1/3.
但是，问题在于我们国家不仅仅缺油，更他妈缺气。
天然气产量少得离谱。
伊朗不仅有大宗的石油，还有大宗的天然气，我们国家该出手
博一下了。等着美国人送饼子，根本没戏。
[视频]走基层·百姓心声 新闻回顾：“石油之城”加气难
http://news.cntv.cn/china/20120220/105865.shtml
发信人: awaydream (大剑一挥风雷动，不畏豪强斩蛇虫。), 信区: Military
标 题: Re: 【原创】中国现阶段能源生产与消费的分析, 写在伊朗核危
发信站: BBS 未名空间站 (Mon Feb 20 15:08:49 2012, 美东)
天然气相对石油是真便宜，但是问题是我们国家天然气也很少，
很不好办。
伊朗不仅有大宗的石油，还有大宗的天然气，我们国家该出手
博一下了。等着美国人送饼子，根本没戏。
发信人: ... 阅读全帖 |
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k*********u
发帖数: 2897 | 7 天然气可以加压液化，但是要耗费能量，不如油方便。
不压缩的话，1立方米天然气才只有1斤多点。
液化之后1立方就可以装900斤了。
LNG船就是干这个的吧。
发信人: philchenko (philchenko), 信区: Stock
标 题: Re: anr 的 earning 与取向判断
发信站: BBS 未名空间站 (Fri Feb 24 18:40:46 2012, 美东)
油和气还是不一样的，关键在运输。
油可以储存，海运。气体不行，所以以前出油的地方气都是烧了了事。而气价的运输成
本高也导致气价高。 |
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L****n
发帖数: 12932 | 8 market in correction. unless you so sure they'll have a stellar earning.
looks to me a correction of QCOM is about to set in. |
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k********f
发帖数: 6033 | 9 Thomson Reuters I/B/E/S back in October first saw 10.2 percent earnings
growth, then cut that view to 5.5 percent in January, before finally
lowering its expectations all the way down to 3.2 percent just before the
Alcoa release. |
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k******r
发帖数: 4011 | 10 我想earning 前全割了 第二天再买入？
你们看行吗
求指点 |
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o*******w
发帖数: 2310 | 11 【 以下文字转载自 MoneyFriends 俱乐部 】
发信人: hometh (水木的仔), 信区: MoneyFriends
标 题: short GMCR into its earning
发信站: BBS 未名空间站 (Tue May 1 13:08:48 2012, 美东)
PE of 25 is too high for this baby,
should follow sbux of dead meat after report today |
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d*****s
发帖数: 5610 | 12 这是David Einhorn在他去年的presentation里面讲的，而不是GMCR自己说的$9一股，
但是GMCR后来又发更多股票，所以不知道净收入应该多少一股。并且由于GMSR的patent
过期，今后可能只是生产企业，而不是技术企业，PE倍数就不应该很高。
如果是$3.5一股，即使是10x的倍数，股票应该35，可惜估计GMCR增发很多，并且过去
几年现金流很差，真不知道它真正的earning能多少一股。如果是减半$1.75一股，10X
的倍数，就是股票每股$17.5 |
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T*C
发帖数: 5492 | 15 Warner Bros.' (TWX) "The Dark Knight Rises" generated $161M at the weekend
despite the horrific shooting in Denver on Friday morning, the WSJ reports,
citing executives from rival studios. The amount is below the $185M the
Batman film was expected earn prior to the terrible event, but still puts it
among the best opening weekends of all time.
我去看了，3小时，挺好看的，虽然不如上一集 |
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z**k
发帖数: 945 | 16 BTU may go to $14 based on earning forecast of .20 to .45 a share next
quarter
all coal stocks may soon begin another round of slide
JRCC and ANR may go bankruptcy
Target date to the beginning of winter this year
大家有何高见 |
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s***y
发帖数: 357 | 17 Mark unloaded 190mil shares before this earnings. |
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s***y
发帖数: 357 | 18 around 50min.
Sigh. I expected rev miss. But guidance is so bad, don't know how they come
up this number. Everyone seem to use linear interpolation to estimate the
rev. Mobiles and ads growth are the only bright side of this earning.
jpmorgan slashed the targets to $1.25 lol |
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S**********r
发帖数: 553 | 19 股版需要LZ这样的人. 帮我解释一下LVS的earning call吧. |
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c**********e
发帖数: 2007 | 20 Every broker shows their earning date as October 1st, but it is not
announced by the company yet. |
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d*******e
发帖数: 617 | 21 No surprise for today???? Do you have a chance to read the earning released
this morning? |
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w******t
发帖数: 1929 | 24 Here are the highlights:
Revenue increased 18.4% to $700.5 million
Comparable restaurant sales increased 4.8%
Opened 36 new restaurants
Restaurant level operating margin was 27.4%, an increase of 70 basis
points
Net income was $72.3 million, an increase of 19.6%
Diluted earnings per share was $2.27, an increase of 19.5%
Here are some data on restaurant trends from the statement:
Here is the full text from the release:
Third quarter 2012 results
Underlying sales transactio... 阅读全帖 |
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a********t
发帖数: 4508 | 25 Earning money是指工作挣钱。Making money是赚钱或挣钱。
我想你要说的是： Looking at all you guys making money, all I'm thinking of
though, is my girl.
或，
Looking at all you guys making money, all I'm thinking of though, is meeting
girls.
不过你也可能是要说：
I'm looking at all you guys making money and getting excited...just like a
bunch of girls. |
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x*********n
发帖数: 28013 | 26 哦。。是making money啊。
我一直以为我炒股是earning money。
哈哈哈，怪不得亏废了。
meeting |
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x**********1
发帖数: 28 | 27 Do not think the earning will be bad. |
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m*******s
发帖数: 314 | 28 是因为在削减成本吗？可是从09年夏天就开始削减成本，成本还有的减吗？看刚才goog
是这样，感觉这两天很多银行股也是这样。这到底会让价格怎么走？要反映beating
earning所以上升还是反映revenue不给力啊？in general大概是怎样呢？
请大牛不要笑话。 |
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P******l
发帖数: 1648 | 29 无须知道 买三beat股票即可
beat earning, beat revenue, guide higher
goog |
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m*******s
发帖数: 314 | 30 赞简洁有力。
再延伸一下，可是看版上很多人物看到beat其中之一的就会act on it。所以在想有没
有rule of thumb, earnings好revenue不好，是件好事还是坏事。 |
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m*******s
发帖数: 314 | 31 对啊对啊，earnings老是double-digit的grow，revenue还是single-digit,三年多了，
成本总有减无可减的那天。那所谓的大牛市有什么solid base?除了fed发钱之外。 |
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m*****y
发帖数: 3981 | 32 FSLR ER : why is the date not clear on earnings.com? |
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m******c
发帖数: 2440 | 33 www.nasdaq.com/earnings/report/fslr#ixzz2Rnj22KPT |
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c******6
发帖数: 928 | 34 请问已过的 FNMA Q1 2013 的 Earnings Release 是哪一天？ |
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m*****y
发帖数: 3981 | 37 AAPL ER: 为何股票先涨了,CNBC的earning还没说出来？ |
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b*****p
发帖数: 9649 | 39 However, with interest rates rising, oil prices surging and the Affordable
Care Act about to levy higher taxes on individuals, it is likely that a
continuation of a "struggle" through economy is the most likely outcome.
This puts overly optimistic earnings estimates in jeopardy of be lowered
further in the coming months ahead as stock buybacks slow and corporate cost
cutting continues to become less effective. |
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I******r
发帖数: 265 | 40 This earning season will be ugly, so needs to correct first. |
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m****5
发帖数: 119 | 41 we can expect good earnings, but the WS can always find ways to bash AAPL.
So price movement may not be what you expect. Just want to remind folks here
to be careful on betting aapl.
"
Wall Street expects that Apple’s growth continued to slow for the quarter
that ended Sept. 30. Consensus analyst forecast is that Apple will report
revenue of $37 billion, up about 4% from a year ago. And the company is
expected to post a profit of $7.2 billion, or $7.92 per share, down 12% from
$8.2 billion, or $... 阅读全帖 |
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w*****u
发帖数: 4768 | 42 AP是这么说的：“Apple's latest quarterly earnings fell 9 percent as more
people bought the company's lower-priced iPhones and iPads.”
接下来短时间下跌小涨都有可能，不过要想长期的涨估计撑不住 |
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e****o
发帖数: 690 | 43 how the Q3 earnings will be??????? |
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c****w
发帖数: 2830 | 44 这个股票目前是板块股，脸书和推特怎么走它就怎么走，earning release作用不大，
可以多关注一下板块走势。 |
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j****7
发帖数: 786 | 45 the options are too expensive for qualcomm where in fact it may not move
much at all post earning. I played on the side by buying alot NVDA put
options. I'm just hoping i'll be lucky... |
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h*****7
发帖数: 6781 | 47 你感受到的变化源于去年以来GRPN一直投钱在做的事情，手机app，新功能，这也是为
什么它可以反转。我现在只关注它有没有新的增长点，想从revenue misses, earning
beats这点吸引好点的讨论。
关于GRPN的分析，没有帖子比大夫前不久发的那个更全更好了，我想讨论的是新的信息
，想听到的是up-to-date的想法，关于这次ER的。 |
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h*********r
发帖数: 2844 | 48 最大的亮点就是livingsocial快死了，已经在卖儿卖女，换groupon的股份。
你说的ER 分析，花街已经帮你做好了，结果就是涨。自己辛辛苦苦逐字逐句分析，那
可能比的上WS的分析师，除非你有insider info。
炒股就这么简单，路上突然看见很多tesla，老百姓在买，涨，不停涨，知道tesla连着
起火三次，媒体曝光，硅谷zhuang B男不敢买了吧，跌，大跌。
想多了亏钱最快。
earning |
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j****7
发帖数: 786 | 49 feel there's something sketchy going on in the tick data in the past few
days, feel there may be a drop coming after earning for whatever reason... |
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