c********a
发帖数: 6466 | 1 如果是20BILLIONS 亏损，那肯定JPM人事大变，有人要坐牢了 |
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c*****r
发帖数: 8227 | 2 真是20B,JPM的liquidity会有很大问题，如果Fed不出手，系统性风险就来了。 |
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g8
发帖数: 3784 | 3 丫是黄金大空头，看看今天黄金的走势，JPM被爆！ |
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a********t
发帖数: 4508 | 4 投资银行风险大众所周知。想当年政府逼着商业银行买投资银行，到如今又不让投机冒
险。银行能干吗？对JPM的处理，就是整个银行界和国会部分议员的对抗。
我不相信国会能赢。 |
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s******e
发帖数: 696 | 6 I bought jpm two days ago. |
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s******e
发帖数: 696 | 7 JPM fair value is maybe around 50s in the long term.
short term shall go to 40 |
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T*C
发帖数: 5492 | 9 JPM现在是 under value，你看看他出事以后的走势，over sold |
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r******y
发帖数: 12263 | 10
LOL PUT 33.50 for jpm and 213 for amazon
both didn't work |
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T*C
发帖数: 5492 | 11 猛啊，我13% JPM，25% INTC， 12% GM。今天这仨跌的惨无人形！ |
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u**********n
发帖数: 8905 | 12 Any comments about JPM? It's never to late to know. |
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T*C
发帖数: 5492 | 13 On Friday, you can be sure the Street will be talking about Jamie Dimon.
Before the bell, JPMorgan (JPM) will release its first earnings reports
since the bank revealed its multi-billion dollar trading blunder in the
spring.
And it's likely the Street will be saying one of two things: A) that CEO
Dimon is a rock star or B) that Dimon deserved his walk of shame before
Congress.
It's a big report. Fast Money Trader Joe Terranova, chief market strategist
for Virtus, thinks results will set the tone... 阅读全帖 |
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T*C
发帖数: 5492 | 15 嗯，之前CEO自信满满说 we are still very profitable
我觉得是5b，明天小幅beat，jpm开盘跳到35-35.5，收在36，欧野，yy一下 |
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T*C
发帖数: 5492 | 17 Dimon: "I think our stock is a great buy." Mike Mayo: Has JPM reached a
tipping point and is too big to manage. Dimon: "No" (laughter). Mayo: "We've
seen how the sausage is made and I'm worried I might get food poisoning in
the future." |
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T*C
发帖数: 5492 | 18 貌似JPM在36遇到阻力了，啥时候跌掉35以下我再入手 |
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f*******h
发帖数: 721 | 19 该好好反思。巴肥昨天就背书了JPM。就算买了短期被套，过两个quarter就都回来了。 |
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f*******h
发帖数: 721 | 20 等到Q4,JPM又甩出15B搞share buyback，那可是相当于10%的流通股.股价就彻底和三十
几块钱说拜拜了。到明年2月下次stress test一过，红利涨到至少4毛钱，可能四十几
块都看不到了。 |
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b***a
发帖数: 9489 | 22 Jamie Dimon picks up 500K shares of JPMorgan Chase (JPM) - about $17M worth
- according to a late-Friday filing. The moves (by Dimon and his wife and
associated trusts) come in combination with selling about $13.5M worth of
preferred shares. |
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u**********n
发帖数: 8905 | 25 今天在36块的时候把jpm全出了，目的是锁利，等回调以后再入。现在看它长得这么疯
狂的样子，估计没机会再上车了。真是郁闷 |
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k********n
发帖数: 18523 | 26 Cop Jpm 这两个是必须常备的股票
我把他们当老母鸡养着下鸡蛋 |
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T*C
发帖数: 5492 | 27 JPMorgan (JPM -3.1%) is unlikely to resume stock buybacks this year or early
next because of the CIO loss, say 2 analysts after meeting with top
management. Despite the bank making plenty of money, being well capitalized,
and having (according to management) a cheap stock, regulators are calling
the shots on capital returns. |
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f*******h
发帖数: 721 | 28 What will you do with the cash then? Do you have a better choice than
holding JPM longer for more dividend and a better price? |
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w*********i
发帖数: 3092 | 29 尼玛的，丫脚底抹油跑了
我还准备short CLF到屁股冒烟呢
lol
JPM shit the bed |
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N**6
发帖数: 186 | 32 我总觉得jpm比bac好，可就是比不上bac 涨幅，怎么回事呀？ |
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D******e
发帖数: 11265 | 33 问题是你觉得
而不是花街觉得
Jpm早就回到合理价位了
Bac还早呢 |
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N**6
发帖数: 186 | 34 jpm 的 earning per shar and dividend 都比 bac 好呀， 为什么 bac 还早呢？ |
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u**********n
发帖数: 8905 | 35 一看就是反指。看标题好像JPM差不多清空了znga，再看看真实数字，其实就抛了60%。
美国人数学不好，很可能误以为真了。而这个抛的过程早就price in在znga股价里了。
看看znga跌了多少。 |
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u**********n
发帖数: 8905 | 37 No, it is from the last quarter. But according to the article, JPM reduced
their shares from 6.1 M to 2.6 M, which is not too bad. |
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q********g
发帖数: 10694 | 38 这个underwriter后悔没有上车，所以才写了这篇檄文。哈哈
不去针对ZNGA的业务能力和研发消耗来写，却找最蹩脚的JPM抛售写。 |
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i*********n
发帖数: 5465 | 39 今天小做了一把DT
早上去NYC之前，盘前JPM beat了但是暴跌，就45.6 买了500股
没想到下午回到家之前已经46.6了
其实GS 盘前也到过136.X，也是beat的消息出来之后，但是没买，可惜了。 |
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f*******h
发帖数: 721 | 41 华尔街的把戏看太多，已经没什么新意了。
10年是BP，11年是BAC，12年是JPM，今年轮到WMT。
我看逢低加仓WMT拿个一两年是稳赚，狠赚的。 |
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B**********r
发帖数: 7517 | 42 BP BAC JPM were all undervalued, with P/B < 1.
Wmt has been pumped for years, to P/B > 3. |
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c****f
发帖数: 1102 | 43 手上有32的JPM....捏到现在 是我最赚钱的股票... |
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l**********o
发帖数: 1573 | 45 JPM罚款那么多
是不是算这季度
不会MISS吧 |
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E*********r
发帖数: 4984 | 46 这种BEAT，JPM估计也会跌。丫被罚110亿美元， 真够狠的 |
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u**********n
发帖数: 8905 | 47 JPM几乎没有一次miss的，连去年伦敦鲸那次都beat了很多。 |
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