W***n
发帖数: 11530 | 1 A Third-Quarter Mutual Fund Scorecard
By Christine Benz | 09-30-15 | 06:00 AM | Email Article
After remarkably smooth sailing for six-plus years, many investors had been
bracing themselves for volatility. They got it in the third quarter of 2015,
when a broad swath of investment types--especially stocks--took a tumble.
Worries over global growth, especially in emerging markets, was the key
catalyst for the sell-off. Although stocks had started to look shaky earlier
in the quarter, the Federal Re... 阅读全帖 |
|
s******r
发帖数: 5309 | 2 By Fred Hu
August 22 at 1:01 PM
Fred Hu is an economist and chairman of Primavera Capital Group, a China-
based global investment firm.
BEIJING -— After decades of deriding China as a lousy copycat, the United
States now fears China’s rapid rise as a technology powerhouse and sees it
as a major — even existential — threat to U.S. dominance. The Trump
administration has waged an escalating trade war against China under the
pretext of punishing Chinese transgressions such as forced technology
tran... 阅读全帖 |
|
p********1
发帖数: 2785 | 3 JEFFREY D. SACHS
NEW YORK
CONTRIBUTED TO THE GLOBE AND MAIL
PUBLISHED 21 HOURS AGO
UPDATED DECEMBER 12, 2018
Jeffrey D. Sachs is an American economist and the director of Columbia
University’s Center for Sustainable Development.
If, as Mark Twain reputedly said, history often rhymes, our era increasingly
recalls the period preceding 1914. And as with Europe’s great powers back
then, the United States, led by an administration intent on asserting
America’s dominance over China, is pushing the wor... 阅读全帖 |
|
|
c*****g
发帖数: 21627 | 5 America the Shrunken
MAY 3, 2014
Frank Bruni
NOT long ago I asked a good friend of mine — one of the smartest men I know
, and one of the most devoted dads — if he thought that his children would
live in a more prosperous America or at least enjoy the same bounty of
opportunities that we had.
His response was instant and unequivocal. No.
“How do you make peace with that?” I said.
He shrugged, laughed bitterly and answered, “I’m hoping to leave them a
lot of money.”
The American dream, 2014 editi... 阅读全帖 |
|
发帖数: 1 | 6 现在美国农村的萧条和悲惨
Rural America Is the New ‘Inner City’
A Wall Street Journal analysis shows that since the 1990s, sparsely
populated counties have replaced large cities as America’s most troubled
areas by key measures of socioeconomic well-being—a decline that’s
accelerating
At the corner where East North Street meets North Cherry Street in the small
Ohio town of Kenton, the Immaculate Conception Church keeps a handwritten
record of major ceremonies. Over the last decade, according to these
sacramen... 阅读全帖 |
|
u****n
发帖数: 7521 | 7 How America Can Rise Again
Is America going to hell? After a year of economic calamity that many fear has sent us into irreversible decline, the author finds reassurance in the peculiarly American cycle of crisis and renewal, and in the continuing strength of the forces that have made the country great: our university system, our receptiveness to immigration, our culture of innovation. In most significant ways, the U.S. remains the envy of the world. But here’s the alarming problem: our governin... 阅读全帖 |
|
g*****u
发帖数: 14294 | 8 It has been a laggard. Seems good today. |
|
y***r
发帖数: 16594 | 9 现在每次买个衣服，都不知道衣服的真实价格是多少。希望其他store跟进。
NEW YORK (AP) -- J.C. Penney is permanently marking down all of its
merchandise by at least 40 percent so shoppers no longer have to wait for
sales to get bargains.
Penney said Wednesday that it is getting rid of the hundreds of sales it
offers each year in favor of a simpler approach to pricing. Starting on Feb.
1, the retailer is rolling out an "Every Day" pricing strategy with much
fewer sales throughout the year.
The plan, the first major move by Apple ex... 阅读全帖 |
|
s*******y
发帖数: 46535 | 10 感觉是去找茬吵架而不是去卖东西的，呵呵，好几个词都不认识
http://www.audiogon.com/cgi-bin/cls.pl?ampsmult&1269728610&/Aragon-2005-Mult
ichannel-black
CAVEATS:
1. Rated 8/10 to be conservative. See the photographs.
2. I prefer a local buyer because the boxes are in storage. I can get them,
but I do not relish the thought, at least not right now.
3. I despise fools and laggards. Do your research/homework. I will not field
unbecoming questions from those who should be self-respecting audiophiles.
If you are an insistent dolt, |
|
|
c******7
发帖数: 1081 | 12 CAN SLIM
* C - Current earnings.
* A - Annual earnings,
* N - New product or service
* S - Supply and demand
* L - Leader or laggard
* I - a gauge of mutual fund activity in a particular stock.
* M - Market indexes,
http://en.wikipedia.org/wiki/CAN_SLIM
呵呵呵 |
|
b*****l
发帖数: 161 | 13 (1): 新手上路
资金: $4k-$10k (Oct. 2009 – Nov. 2010)
BKM 0.1: 宁可错过, 不可错了；买低卖高, 有赚就好
Risk Mitigation: Buy only Blue Chip stock and Index ETF
成果: 20多笔trades ，100% profitable ,平均每笔trade收益 5.54%, Overall
gain > 50%
Tickers: INTC, SCHA, IJK
阅读材料:
1. 不哭教条 1-6: http://www.mitbbs.com/article_t2/Stock/31817193.html
2. The intelligent Investor by Graham
首先是迈出第一步，对我来说有点困难： 不习惯做自己每把握的事；也没有看到
谁炒股一夜暴富的”励志”故事。工作第一年还很忙，虽然有心投入股市，却没有时间
迈出第一步。 说来算是福气，躲过了2008年的market crash。2009年看到股市3月探底
以后，准备入场。可是第一步不迟迟迈... 阅读全帖 |
|
b*****l
发帖数: 161 | 14 谢谢小母牛双黄包，今天一气写完三集了。欢迎大家指导，讨论，图例在跟贴上。
(1): 新手上路
资金: $4k-$10k (Oct. 2009 – Nov. 2010)
BKM 0.1: 宁可错过, 不可错了；买低卖高, 有赚就好
Risk Mitigation: Buy only Blue Chip stock and Index ETF
成果: 20多笔trades ，100% profitable ,平均每笔trade收益 5.54%, Overall
gain > 50%
Tickers: INTC, SCHA, IJK
阅读材料:
1. 不哭教条 1-6: http://www.mitbbs.com/article_t2/Stock/31817193.html
2. The intelligent Investor by Graham
首先是迈出第一步，对我来说有点困难： 不习惯做自己每把握的事；也没有看到
谁炒股一夜暴富的”励志”故事。工作第一年还很忙，虽然有心投入股市，却没有时间
迈出第一步。 说来算是福气，躲过了2008年的market ... 阅读全帖 |
|
v*****k
发帖数: 7798 | 15 我发现你特别喜欢laggards。 以前追高吃过亏？ |
|
d******8
发帖数: 1972 | 16 Why Netflix Is Smarter Than Its Customers
Rick Newman, On Tuesday September 20, 2011, 12:20 pm EDT
Video-rental service Netflix has provoked a consumer firestorm--and probably
a few business-school case studies--with its recent plan to split its
operations in two. Its traditional business of delivering DVDs by mail will
henceforth be known as Qwikster, while "Netflix" will be reserved for the
service that streams video over the Internet. Customers used to getting both
services bundled together w... 阅读全帖 |
|
t*****9
发帖数: 10416 | 17 Laggards in Price Performance (Intraday)
Nonmetallic Mineral Mining -6.69%
Silver -6.44%
Gold -3.19%
Beverages - Soft Drinks -1.68%
Drug Stores -1.64%
Toys & Games -1.36%
Diversified Computer Systems -1.32%
Farm & Construction Machinery -1.25%
Basic Materials Wholesale -0.98%
Synthetics -0.92% |
|
Z****g
发帖数: 13731 | 18 这些LAGGARD CATCHUP 的话，大盘会到哪里？ |
|
d******8
发帖数: 1972 | 19 STOCKS EXPLODE HIGHER AND EVERYONE THINKS EUROPE IS FIXED AGAIN: Here's What
You Need To Know
Read more: http://www.businessinsider.com/closing-bell-27-2011-10#ixzz1c18ofItz
First, the scoreboard:
Dow: +339.4 pts, +2.9%
S&P 500: +42.6 pts, +3.4%
NASDAQ: +88.0 pts, +3.3%
And now, the top stories:
In case you missed it, here's a rundown of yesterday's EU summit because it
's important. Leaders have agreed to 50% writedowns on Greek debt held by
private bond holders, a leveraged EFSF that would ha... 阅读全帖 |
|
|
d******8
发帖数: 1972 | 21 http://www.cnbc.com/id/45886791 No Substance Behind Bank Stock Surge?
Despite jitters in the market, strength in the banking sector [XLF 13.48 0.
18 (+1.35%)
] trumped weakness elsewhere and pushed the S&P [.SPX 1281.06 3.76 (+0.29%)
] higher for the third straight day.
Traders on the floorsuggestedthat gains were largely due to a growing belief
that the government was about to unleash serious firepower in its attempts
to put a floor underthe housingmarket.
According tothose reports the White Ho... 阅读全帖 |
|
w***n
发帖数: 1519 | 22 大盘本来就是代表了所有的个股，如果大盘创了新高，你注意的股票没动，只能说明你
选了一堆laggards. 这本身也没什么问题，如果你的本意就是要contrarian investing |
|
P******l
发帖数: 1648 | 23 This rally's leader DOW is leading again.
SPY follows
the laggard naz and iwm are the last ones.
very good sign |
|
P******l
发帖数: 1648 | 24 similar idea to sector rotation. We watch the leader's action to see how
healthy the rally is and if it can last. When the leader falls or the
laggard leads, we know the dip is coming. |
|
k***o
发帖数: 737 | 25 Featured Technology Laggard |
|
t*********e
发帖数: 630 | 26 Molycorp Inc (NYSE:MCP) has been a long-term laggard, losing nearly 70% in
the past year to trade at $6.09. Nevertheless, that hasn't stopped a rush of
traders from targeting the August 7 call. Nearly 13,000 contracts have
traded at the out-of-the-money strike today, with a majority on the ask side
. Since open interest at the strike is comprised of just under 2,700
positions, it's a safe bet to assume buy-to-open activity.
By picking up the back-month calls for a volume-weighted average price (... 阅读全帖 |
|
a**********2
发帖数: 355 | 27 Americas : Market Intelligence – Morning Update
微信公众平台 USOPTIONS
by Chris Hussey
Published April 1, 2014
Stocks in Asia traded Tuesday with a slight positive bias as China's
official March PMI Manufacturing survey came in a touch better than expected
(50.3 vs 50.1 consensus). Japan's Nikkei index was the notable
underperformer as the country implements a 300bp higher sales tax today and
the February Monthly Labor Survey showed a disappointing 30bp decline in
wages - this despite concerted eff... 阅读全帖 |
|
m*********h
发帖数: 5449 | 28 C stands for Current earnings
A stands for Annual earnings
N stands for New product or service
S stands for Supply and demand
L stands for Leader or laggard
I stands for Institutional sponsorship
M stands for Market indexes
GTAT违反了几条？ |
|
l****i
发帖数: 9 | 29 班门弄斧一下：
CANSLIM: The key word in the book
"How to make money in stocks," by William O'Neil
with each letter denoting a strategy in investing stocks
C: current quarterly earnings per share
A: annual earning
N: new product and management
S: supply and demand
L: leader or laggard
I: institutional sponsorship
M: market direction |
|
|
|
k*********2
发帖数: 98 | 32 E&P sector 平均上已经discount $70-$75左右的长期油价。现在是low quality small
cap beta 领涨 GDP PVA之类的大家以前觉得可能破产的，基本是short squeeze和HF
短期投机买入。个人认为现在这个价位不追涨，持有。短期之内，oil services因为估
值还是较低，XES可能outperform XOP主要是XES有更多的short squeeze, 是laggard,
可能有mean reversion.
油服股现在基本是看油价。Oil services 基本面差短期不会有较大改变，这些市场已
经有共识。如果市场继续觉得油价复苏的步伐比先前预期要快，oil services的焦点会
是什么时候基本面能bottom 什么时候开始复苏，这个是与drillers的表现和油价的波
动联系紧密。
从股票估值上看E&P 是resource-based主要看NAV 和 FCF/share之类的。Oil services
更重要是看营收增长，EPS EBITDA margins之类的，就是看P/E，EV/EBITDA之类的。
&P |
|
W***n
发帖数: 11530 | 33 Black box hedge funds lead winners from oil collapse
Reuters
13 minutes ago
By Simon Jessop and Barani Krishnan
LONDON/NEW YORK (Reuters) - To make money from the sharp fall in oil prices
this year, it helped if you weren't human.
While a handful of big name traders have profited from some of oil's 35
percent plunge, it has been computer-based or "systematic" funds which have
captured much of the spoils.
These black box funds use programs to follow various asset classes and look
to latch on to m... 阅读全帖 |
|
n*******s
发帖数: 17267 | 34 市场很热闹有趣，我的Z也大跌了，加了点，觉得TECH只是laggard,会回来一部分，
2017就是无脑买油，银行，基建之类的年头啊，今天还加了BAC和FAS，赌错了大不了从
头再来。 |
|
b******r
发帖数: 16603 | 35 yes
I short FAS puts every week
[在 noregrets (风满袖) 的大作中提到：]
:市场很热闹有趣，我的Z也大跌了，加了点，觉得TECH只是laggard,会回来一部分， |
|
n*******s
发帖数: 17267 | 36 按我看的XLU的图，大盘六个月内估计无恙，这以后就难说了。
如果XLU三个月就把六个月的图走完的话，呵呵
科技股没戏，最多55开，laggard,不然的话，这牛又回到中期牛的后期，现在貌似应该
是后期牛的中期，等XLU涨满，那这波牛市宣告结束。 |
|
N****p
发帖数: 1691 | 37 IBB似乎有要突破的意思了 trump这波 IBB和XLK XLF Defense系 Apple系 比起来算是
laggard
但是涨起来可能很猛 |
|
n*******s
发帖数: 17267 | 38 mt我就没准备卖，你可以定格在38，aks属于钢铁里的 laggard，但个人判断这里到底了 |
|
n*******s
发帖数: 17267 | 39 AKS你可以BASH， 走的确实是laggard， 但BASH MT就。。。了， 我说了买的是通膨和
commodity 周期。
没记错的话， 你也不看好BAC
至少这个ER来说， BAC比另外三个都好， 你当然也可以说市场错了， you are what
you think. |
|
n*******s
发帖数: 17267 | 40 AKS你可以BASH， 走的确实是laggard， 但BASH MT就。。。了， 我说了买的是通膨和
commodity 周期。
没记错的话， 你也不看好BAC
至少这个ER来说， BAC比另外三个都好， 你当然也可以说市场错了， you are what
you think. |
|
|
发帖数: 1 | 42 股市起落，心随境转。这些天重新学习、总结大师们的投资经典，温故而知
新，真可谓失之東隅，收之桑榆。
我认真读过或听过不止一遍的经典，首选威廉·欧奈尔的《 How to Make
Money in Stocks》, 中文书名《笑傲股市》。想必译者熟悉金庸的名著《笑
傲江湖》，颇有武侠范儿，舍弃了那个直译俗名《如何在股市赚钱》。可不
是，股市犹如江湖，股林高手一路过关斩将，升级打怪，达到“会当凌绝顶，一
览众山小”的超脱境界，值得我们顶礼膜拜。江湖有江湖的规则，股林有股林的
法宝。俗话说：读万卷书不如行万里路，行万里路不如阅人无数，阅人无数不
如名师指路。让我们学习比较一下股林高手、投资大师们的特色，找到适合自
己的投资方法和系统。
（1） 威廉·欧奈尔和 CAN SLIM系统
威廉·欧奈尔是华尔街经验丰富的成功投资家、企业家。21岁以500美元投资宝
洁公司股票起家，1963年，30而立之年便创立 威廉·欧奈尔证券公司，并成为
纽约证券交易所最年轻的的席位拥有者。1983年创办《投资者日报》
(Investor's Business Daily)，逐步成长为《华尔街日报》的主要竞争对
手... 阅读全帖 |
|
d********e
发帖数: 321 | 43 各种laggard 股all time high，传统leader股阳痿厉害
估计大盘在高位呆不住 |
|
h**z
发帖数: 9751 | 44 http://abcnews.go.com/Technology/wireStory/slumping-intel-cut-5
Intel plans to trim more than 5,000 jobs from its workforce this year in an
effort to boost its earnings amid waning demand for its personal computer
chips.
The Santa Clara, Calif., company confirmed the job cuts Friday, the day
after Intel Corp. reported its profit and revenue had fallen for the second
consecutive year.
The purge represents about 5 percent of the roughly 108,000 jobs that Intel
had on its payroll at the end of Dece... 阅读全帖 |
|
g******4
发帖数: 6339 | 45
这位先生懂行:
Joseph L. Pagliari is a clinical professor of real estate at the University
of Chicago's Booth School of Business.
-------------
As everyone knows, the housing market experienced a substantial rise in
prices — a “bubble” if you like — in the early to mid-2000s, only to be
followed by an equally significant fall in home prices.
Many of the markets that experienced the greatest rise in home prices were
also the markets that saw the greatest decline. (This seems particularly
true of the so... 阅读全帖 |
|
G****a
发帖数: 10208 | 46 【 以下文字转载自 ebiz 讨论区 】
发信人: yyber (忍而不发), 信区: ebiz
标 题: jcp 不错，我喜欢这一招
发信站: BBS 未名空间站 (Wed Jan 25 22:05:54 2012, 美东)
现在每次买个衣服，都不知道衣服的真实价格是多少。希望其他store跟进。
NEW YORK (AP) -- J.C. Penney is permanently marking down all of its
merchandise by at least 40 percent so shoppers no longer have to wait for
sales to get bargains.
Penney said Wednesday that it is getting rid of the hundreds of sales it
offers each year in favor of a simpler approach to pricing. Starting on Feb.
1, the retailer is rolling out an... 阅读全帖 |
|
n***s
发帖数: 897 | 47 "M" --- as three out of four stocks tend to follow the general market
pattern.
CAN SLIM refers to the seven-pronged mnemonic publicized by the American
newspaper Investor's Business Daily, which claims to be a checklist of the
characteristics performing stocks tend to share before their biggest gains.
It was developed by Investor's Business Daily editor William O'Neil who has
reportedly made several hundreds of millions of dollars by consistently
using its approach.[1]
C stands for Current earni... 阅读全帖 |
|
h**z
发帖数: 9751 | 48 【 以下文字转载自 Arizona 讨论区 】
发信人: hznz (hznz), 信区: Arizona
标 题: Intel to Cut More Than 5,000 Jobs in 2014
发信站: BBS 未名空间站 (Sat Jan 18 00:46:46 2014, 美东)
http://abcnews.go.com/Technology/wireStory/slumping-intel-cut-5
Intel plans to trim more than 5,000 jobs from its workforce this year in an
effort to boost its earnings amid waning demand for its personal computer
chips.
The Santa Clara, Calif., company confirmed the job cuts Friday, the day
after Intel Corp. reported its profit and revenue had falle... 阅读全帖 |
|
h*****1
发帖数: 33 | 49
SAT
I am conjecturing that there is a parent's push factor, esp. amongst the
Asian families; e.g. the parents push more tutoring classes and more SAT
prep books. This factor works for larger Asian schools like MSJ, that is
why MSJ has more high end SAT than others.
More Asians, more push, larger number of high SAT scores.
For the lower average MSJ vs. Lynbrook, I believe some parents just resign
to the fact it is not worth to pay to cross 2250 line. When there is no
under push, the laggards pe... 阅读全帖 |
|
|
