k********n
发帖数: 18523 | 1 cramer 那个装逼犯 偷我的pick
我老早让大家买cop jpm了 |
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u********e
发帖数: 4950 | 2 Symbol ReportDate
--------------------
AA 2012/07/09
SCHW 2012/07/11
MAR 2012/07/11
FAST 2012/07/12
PGR 2012/07/12
WFC 2012/07/13
GOOG 2012/07/13
JPM 2012/07/13
C 2012/07/16
GCI 2012/07/16
INTC 2012/07/17
KO 2012/07/17
MOS 2012/07/17
FIS 2012/07/17
STT 2012/07/17
MAT 2012/07/17
CMA 2012/07/17
YHOO 2012/07/17
JNJ 2012/07/17
FRX 2012/07/17
GS 2012/07/17
CSX 2012/07/17
HST 2012/07/17
SLM 2012/07/18
YU... 阅读全帖 |
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w***h
发帖数: 273 | 3 08/30/2012 CLF $35.75 5,665,600 Steel Iron
08/30/2012 LRCX $33.39 2,919,600 Semiconductor Equipment
Materials
08/30/2012 VIV $21.35 1,670,600 Wireless Communications
08/30/2012 CPL $20.84 506,700 Foreign Utilities
08/30/2012 TSU $18.78 1,622,200 Wireless Communications
08/30/2012 HPQ $16.78 15,821,400 Diversified Computer Systems
08/30/2012 PBT $15.17 951,600 Independent Oil Gas
08/30/2012 ... 阅读全帖 |
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w***h
发帖数: 273 | 4 09/05/2012 CAH $38.98 3,227,700 Drugs Wholesale
09/05/2012 EXC $35.80 6,421,800 Diversified Utilities
09/05/2012 LRCX $33.26 4,077,800 Semiconductor Equipment
Materials
09/05/2012 CAJ $31.62 970,900 Photographic Equipment Supplies
09/05/2012 ADTN $20.08 1,436,000 Communication Equipment
09/05/2012 PBT $14.84 700,500 Independent Oil Gas
09/05/2012 CWH $14.65 1,074,800 R E I T Diversified
09/05... 阅读全帖 |
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w***h
发帖数: 273 | 5 09/19/2012 LRCX $32.85 8,564,900 Semiconductor Equipment
Materials
09/19/2012 DELL $10.44 21,753,100 Personal Computers
To see 105 more 52 week low stocks, please visit
http://stockmarketsignals.blogspot.com |
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w***h
发帖数: 273 | 6 09/20/2012 DECK $39.03 4,163,200 Textile Apparel Footwear
Accessories
09/20/2012 LRCX $32.64 3,985,200 Semiconductor Equipment
Materials
09/20/2012 MRVL $10.01 14,117,000 Semiconductor Integrated
Circuits
To see 106 more 52 week low stocks, please visit
http://stockmarketsignals.blogspot.com |
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w***h
发帖数: 273 | 7 09/24/2012 NUS $37.60 1,460,000 Personal Products
09/24/2012 DECK $37.51 3,584,200 Textile Apparel Footwear
Accessories
09/24/2012 LRCX $32.50 3,181,300 Semiconductor Equipment
Materials
09/24/2012 QCOR $19.08 31,403,500 Biotechnology
09/24/2012 DELL $10.16 23,650,800 Personal Computers
To see 99 more 52 week low stocks, please visit
http://stockmarketsignals.blogspot.com
Follow me @StockStudyGroup
http://twitter.com/inte... 阅读全帖 |
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w***h
发帖数: 273 | 8 09/25/2012 CRR $64.07 410,500 Oil Gas Equipment Services
09/25/2012 STRA $62.75 234,100 Education Training Services
09/25/2012 NFLX $53.80 5,979,800 Music Video Stores
09/25/2012 NUS $36.71 2,953,400 Personal Products
09/25/2012 DECK $34.99 5,409,000 Textile Apparel Footwear
Accessories
09/25/2012 LRCX $31.84 3,743,000 Semiconductor Equipment
Materials
09/25/2012 PAY $30.02 3,178,800 Business Eq... 阅读全帖 |
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w***h
发帖数: 273 | 9 09/26/2012 CRR $63.51 273,300 Oil Gas Equipment Services
09/26/2012 CLH $47.64 612,900 Waste Management
09/26/2012 LRCX $31.30 4,451,500 Semiconductor Equipment
Materials
09/26/2012 PAY $28.19 9,623,100 Business Equipment
09/26/2012 BTH $25.68 4,779,200 Personal Products
09/26/2012 ADTN $18.97 2,027,400 Communication Equipment
09/26/2012 QCOR $18.24 7,242,300 Biotechnology
09/26/2012 BBRG ... 阅读全帖 |
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S*********g
发帖数: 24893 | 10 那我就大言不惭，推荐你几个pick：
MMM 3M Co. reports Industrials St Paul, Minnesota
ACE ACE Limited reports Financials Zurich, Switzerland
ABT Abbott Laboratories reports Health Care North Chicago,
Illinois
ANF Abercrombie & Fitch Company A reports Consumer Discretionary
New Albany, Ohio
ACN Accenture reports Information Technology Dublin, Ireland
ADBE Adobe Systems Inc reports Information Technolo... 阅读全帖 |
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S*********g
发帖数: 24893 | 11 都是自己人, 不用说谢谢了
GNA Buy
WY Buy
EAT Buy
CCL Sell
CCO Sell
ETH Sell
F Buy
IGT Buy
TEN Buy
LOW Buy
CVS Buy
CCE Buy
DPS Buy
CLX Buy
DVN Buy
HAL Buy
HES Buy
MEE Buy
SU Buy
TDW Sell
WFT Buy
BK Buy
CBL Buy
ESS Sell
FII Sell
ICE Buy
JPM Buy
LAZ Buy
LNC Buy
MET Buy
OZM Buy
ABT Buy
AET Sell
CI Buy
CRL Sell
KG Buy
MYL Buy
PFE Buy
DGX Sell
TEVA Buy
WPI Sell
APD Buy
ALB Buy
CAT Se... 阅读全帖 |
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S*********g
发帖数: 24893 | 14 Ticker symbol Security SEC filings GICS Sector GICS Sub
Industry Address of Headquarters Date first added CIK
MMM 3M Company reports Industrials Industrial Conglomerates
St. Paul, Minnesota 0000066740
ABT Abbott Laboratories reports Health Care Health Care
Equipment & Services North Chicago, Illinois 0000001800
ABBV AbbVie reports Health Care Pharmaceuticals North
Chicago, Illinois 2012-12... 阅读全帖 |
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b***d
发帖数: 143 | 15 季报不错，靠感觉逢低买了不少，上周五出了一半，大牛从技术的角度给看看有没必要
HOLD剩下的。 |
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c*********e
发帖数: 52 | 16 不是大牛，但是很熟悉这个公司。很有发展潜力，可以继续hold. |
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y**e
发帖数: 1063 | 17 Intel cut Capitol expense, which affects all semiconductor equipment
companies: AMAT KLAC LRCX |
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b***d
发帖数: 143 | 18 其实进一两年来intel已经不是AMAT,LRCX
的主要的客户了。
顺便提一句，非常不看好Intel，大量精英走了，内部新规定提高非洲裔比例,提高女性
管理人员比例。 |
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y***r
发帖数: 16594 | 19 Of the companies reporting earnings for the week of October 19 - 23 some of
the bigger names include:
Monday:
Pre Market - MS, HAL, GPC, VRX, HAS, MTB, LII
After Hours - IBM, FLEX, CCK, STLD, CE, HA, ZION
Tuesday:
Pre Market - VZ, UTX, LMT, TRV, BK, OMC, DOV, CP, PNR, FITB, NVR, RF
, HOG, ATI, EAT, WWW
After Hours - ACE, CB, DFS, FTI, VMW, TEX, PKG, CLS, ESND, CMG, YHOO
, SHLM, ISRG, ILMN, WERN, NAVI, CREE, IBKR
Wednesday:
Pre Market - WIT, GM,... 阅读全帖 |
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g***e
发帖数: 577 | 20 Hi,
Continue on the project, I would like to post the preliminary result of
backtest for all SP500 underlyers using Moving Average Stategy for the last
10 years: (ie, buy/sell signal by crossing of 10day and 25day average ).
Sorry for the messy format - you can get a cleaner download of the csv file
in-
http://www.icanbeatmarket.com/research_reports.html
ticker return volatility draw_down sharpe
Avg_SP500 0.4734 0.1546 -0.2179 0.2032
industrials 0.4338 0.1484 -0.... 阅读全帖 |
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g***e
发帖数: 577 | 21 Hi,
Continue on the project, I would like to post the preliminary result of
backtest for all SP500 underlyers using Moving Average Stategy for the last
10 years: (ie, buy/sell signal by crossing of 10day and 25day average ).
Sorry for the messy format - you can get a cleaner download of the csv file
in-
http://www.icanbeatmarket.com/research_reports.html
ticker return volatility draw_down sharpe
Avg_SP500 0.4734 0.1546 -0.2179 0.2032
industrials 0.4338 0.1484 -0.... 阅读全帖 |
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i******r
发帖数: 1175 | 22 半导体都牛啊，AMAT LRCX 比NVDA YTD涨的多。 |
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R*******g
发帖数: 194 | 23 Looked with ScottradeELITE time line, it is exactly at 14:50: almost every
major stock:
aapl, fb, googl, nvda, qcom, amat, asml, lrcx, isrg, avgo, klac, intc etc
had lowest point of the day.
It was the computer targeted trading to certain stocks!!!
MRK, TRV do not show the dip like above.
Update:
The online giant's stock tanked and then quickly came back all within the
minute of 2:50 p.m, according to Bloomberg data. Here's a second-by-second
rundown:
2:50:01 p.m.: $960.55 per share
2:50:02 p.m.... 阅读全帖 |
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a*******t
发帖数: 1886 | 24 Amat和LRCX两家是生产芯片的什么部件？用户都是谁？ |
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d**a
发帖数: 255 | 25 这个不需要牛人解答，业内都知道。
amat, lrcx只做设备，不做芯片的任何部件，用户就是做芯片，存储的那几大厂，这波
涨主要是中国需求和存储升级对设备需求增大，和NVDA涨还不是一个原因。
回调肯定会有，半导体周期性很强的，就是不知道什么时候了，呵呵 |
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Y*****e
发帖数: 619 | 26 如果明天日内有任何程度的反弹就卖，我上次lrcx - lam research盘后也是跌，当然
没那么大幅度，但日内居然返绿了就赶紧拋了，后来盘尾还是收红，所以明天盯紧盘，
能减少多少损失就赶紧出货，当然你对该股票有信仰就另说。 |
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Y*****e
发帖数: 619 | 27 中了一个pypl,输了个lrcx,打平，白忙活一场。。 |
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d*****i
发帖数: 3905 | 29 AMAT LRCX这波纯粹靠的是亚洲主要是中国市场，跟美国太大没关系 |
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l*******8
发帖数: 1064 | 31 amat很久之前43的时候提到过一次，象征性的买了点。。还在
更看好mu。
amat比起lrcx来，我倒确实觉得amat低估了。
过了。 |
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z*****u
发帖数: 3010 | 32 刚刚看了看
今年都是80%的样子，波动也小很多
版上也没怎么讨论， |
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z*****u
发帖数: 3010 | 35 其实你看看半导体 今年整体都很好
nvda 涨得不算多
MU LRCX 都涨得比nvda 多~~ |
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f******y
发帖数: 793 | 36 这pre-ER run也太猛了吧。。。这货今年涨太多了，我猜ER会beat，但是股票会涨会跌
猜不到。。。。有人赌吗？ |
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n*******s
发帖数: 17267 | 37 啥叫涨太多？
越涨越加， 从来就没有涨太多这回事， 你能猜测到顶的概率太小了。 |
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l*******8
发帖数: 1064 | 39 同感，预期太高了。
anyway, micron最近两周风险大，都是不利于他的财报。 |
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l***e
发帖数: 894 | 42 道士你这意思我懂， 但你上面最后那句中文我不知道什么意思。 |
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f******y
发帖数: 793 | 43 晕，你这何止是没做研究啊，明明我的帖子都没仔细看。我哪句话说有大跌的？而且我
猜的也算准了，ER 确实beat，盘后也是上下都有。
如果你盘后立刻出手了，应该还好。
ps,最后一句也没看懂 |
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发帖数: 1 | 44 月初184买的，买的时候buy and write, 卖了192.5的这周的call. 会被call走了。 |
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y*********u
发帖数: 3664 | 46 LRCX ER前也是走的很弱 ER后就严重反超AMAT |
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h****e
发帖数: 2153 | 47 all right, you win temporarily.
check this holdings: INTC, QCOM, I did not say either of them falling down.
Ticker Name Sector Weight (%) Notional Value
INTC INTEL CORPORATION CORP Information Technology 8.92 122,026,
651.20
NVDA NVIDIA CORP Information Technology 8.39 114,826,849.84
TXN TEXAS INSTRUMENT INC Information Technology 8.30 113,468,842
.50
QCOM QUALCOMM INC Information Technology 7.36 100,625,606.61
AVGO BROADCOM LTD I... 阅读全帖 |
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h****e
发帖数: 2153 | 48 all right, you win temporarily.
check this holdings: INTC, QCOM, I did not say either of them falling down.
Ticker Name Sector Weight (%) Notional Value
INTC INTEL CORPORATION CORP Information Technology 8.92 122,026,
651.20
NVDA NVIDIA CORP Information Technology 8.39 114,826,849.84
TXN TEXAS INSTRUMENT INC Information Technology 8.30 113,468,842
.50
QCOM QUALCOMM INC Information Technology 7.36 100,625,606.61
AVGO BROADCOM LTD I... 阅读全帖 |
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发帖数: 1 | 49 我看AMAT, LRCX这样的PE也不过10几不到20，还发3%的红利，多好的投资。 |
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发帖数: 1 | 50 我看AMAT, LRCX这样的PE也不过10几不到20，还发3%的红利，多好的投资。 |
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