g*q
发帖数: 26623 | 1 一些国家会收ADR红利的税,普通帐号的话可以报税的时候搞foreign tax credit拿回来
,IRA是怎么处理的呢?也不知道各国在这方面有什么区别.
好几周前收到BP的红利,结果现在还没有拿到钱,而是一个TAX EXEMPT DIVIDEND/
SPINOFF OF XXX SHARES的symbol.不知道最后能否全部免税拿到. |
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u****d
发帖数: 23938 | 7 BAC曾经是全美最大的房贷银行，最近被WFC超过，不是因为WFC极力扩张，而是BAC不行。
WFC是最保守抠门的银行，home mortgage连wholesale都放弃了，怕有风险；很难想象
能接手countrywide; 除非有wachovia那样的大deal，WFC是不会出手的，况且现在的
countrywide 怎么能和当年的wachovia比？ |
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m*****i
发帖数: 4342 | 10 Even though, they could spin off the country wide. They could not get rid
off the liablity from Country wide.
This is the worst deal for BAC, they probably did it to help the government
at that time.
I just bought a foreclosure from bank of America, it will close next week. |
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p*********r
发帖数: 4593 | 11
BAC former CEO Lewis made big mistake. He is more like 正统的business man,
completely has no sense about economic, and wall street 凶险。
He 急喉候地 bought Countrywide and ML at very high price. Looking back
if BAC didn't buy Countrywide, I guess government probably would have to beg
someone to take over. If BAC showed less interest to buy ML, ML could be
acquired at 1/10-1/5 of BAC paid($50B stock swap). Even if ML was acquired
by the other(say WFC), BAC could get Waiwu or someone else. At that time a... 阅读全帖 |
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J*K
发帖数: 331 | 12 记得当时abc还采访这哥们，说他们为什么做得这么好，次贷危机为什么没影响到他们
。。
一转眼他们就不行了
,
beg
as
another |
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m********o
发帖数: 2088 | 13
Thanks for helping BAC. Long BAC now. ^_^ |
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f******y
发帖数: 830 | 14 Wells Fargo analyst Larry Biegelsen raised his rating to outperform from
market perform, saying the termination of Abbott’s joint testing program
with closely held Reata Pharmaceuticals on a drug known as bardoxolone
methyl, used to treat kidney disease.
On Thursday, the companies released a statement citing “excess serious
adverse events and mortality” relating to the tests, saying they were
halting the trials and informing the U.S. Food and Drug Administration,
among other regulatory agencies.... 阅读全帖 |
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f****r
发帖数: 5118 | 15 应该是和Spinoff PSX有关，但是不知道为什么？
本身Spin off PSX , 没有影响到COP股价，相当于凭空多了PSX股票，而且又发$17
Dividend, COP的股东真是赚大发了，公司怎么这么多钱？ |
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n*********e
发帖数: 665 | 17 这个“spin-off of up/down stream”好像几年前（在marathon spinoff时？)就在提
，怎么这么久了还没通过？
BP是不是也有spin off的提案？
split |
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f****r
发帖数: 5118 | 18 原来KRFT是个spinoff，原先的KRFT变MDLZ了，差点给弄糊涂了 |
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g***c
发帖数: 11523 | 19 尼玛BSO呀
NCT把
今天spinoff
你丫id被盗了？ |
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v***0
发帖数: 5096 | 20 不好意思，刚看到news，前阵子出差一直没看账户
的确是NCT spinoff
大牛指导一下怎么操作，NCT持有快一年了很有感情的。 |
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h*****6
发帖数: 866 | 22 那个网站能得到像下面的盘前动态信息?
-----------------------------------
Gapping up:
In reaction to strong earnings/guidance: KFY +4.9%.
M&A related: ELN +2.2% (Royalty Pharma announces withdrawal of judicial
review and lapse of offer, Elan advises shareholders to withdraw any
acceptances of the Royalty Pharma offer and not to tender any further
acceptances into this lapsed offer).
Select financial related names showing strength: RBS +2.6%, NMR +2.6%,
BCS +2.4%, HBC +1.7% (upgraded to Buy from Neutral at Citigrou... 阅读全帖 |
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N*****d
发帖数: 9872 | 23 With Chief Executive Steve Ballmer retiring within the year, Microsoft Corp.
(MSFT) said it also will consider external candidates for the spot, in
addition to those inside the company.
Some analysts think it's more likely the company will choose an outside
choice.
"We think the company is in need of a cultural change to increase
collaboration between different product lines and foster faster innovations,
which is the key focus of its recently announced reorganization," Janney
analysts Yun Kim a... 阅读全帖 |
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V*****2
发帖数: 7930 | 24 OmniVision produces 30% of the world's image sensors and has been the world'
s market leader by volume for 6 years, though Sony (SNE) leads by revenue.
Other competitors include Micron's (MU) spinoff Aptina and Samsung (GM:SSNLF
), as well as a number of tiny Chinese companies. 65% of OmniVision's
sensors go into the mobile market, while the rest see a variety of uses
including security, notebooks, automotive, and more. OmniVision has a
particularly strong presence in tablets at 67%, including b... 阅读全帖 |
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A**********o
发帖数: 996 | 25
faint, COP is old lady now after psx spinoff
but Buffett is smart ass. he is building up defensive positions such as oil
company shares |
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s***m
发帖数: 6197 | 26 可能会影响将来的走势
但是不会影响当前的价值
以下是从wiki拷贝过来的
Index maintenance[edit]
In order to keep the S&P 500 Index consistent over time, it is adjusted to c
apture corporate actions which affect market capitalization, such as additio
nal share issuance, dividends and restructuring events such as mergers or sp
in-offs. Additionally, to remain indicative of the U.S. stock market, the co
nstituent stocks are changed from time to time.[3]
To prevent the value of the Index from changing merely as a result of corpor
ate... 阅读全帖 |
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S*******i
发帖数: 2018 | 27 多谢。
好像那个叫photon的大股东就是张， 他有18%，还可以了。现在正是傍大款的时候。不
过又有消息说搜狐会把auto和房地产相关的业务spinoff上市。 |
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z***e
发帖数: 5600 | 28 For existing contracts that expire after spinoff, the underlying Deliverable
will change to chk plus the spun off stock.
★ 发自iPhone App: ChineseWeb 8.6 |
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a*****1
发帖数: 3134 | 29 你说是track 俩股票的综合价？ 应该可以做到，但好像有点复杂。因为一股CHK 配
fraction of spinoff 股.
谢谢大牛。
Deliverable |
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v****m
发帖数: 100 | 30 The difference is weibo is still majority owned by Sina and Sina got paid
for the reduction of the ownership. It is simple as Sina selling some asset.
The only question is if Sina sold the part of ownership at a good price.
Agilenet and HP became two completely independent company. The HP share
after the spinoff does not include any ownership of Agilent. While your SINA
ownership also implies partial ownership of Weibo.
If you want to see a comparable example, compare this to EMC and VMWARE.
fr... 阅读全帖 |
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a*****1
发帖数: 3134 | 31 SSE是CHK的spinoff，唉砍只是那红利而已。
当初Aubrey要2.5B没卖掉，现在也就这个价，它继承1B的债务，又借了500M的钱还CHK
。 我觉得balance sheet不好。业务可能还可以。我也继承了几百股，还没卖。因为要
加税。 |
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s***d
发帖数: 15421 | 32 对手rig esv，offshore drilling。sdrl的船最新 船龄5年，但是负债较高；rig的船
代差差了3代，平均船龄都有30多年，好处是没有负债，不过随着他老船的退役，order
新船，负债会上升。未来1年是offshore turn over，就等着shale oil这个bubble 破
裂石油公司重新依靠offshore，那时候sdrl就有先手优势。其实我这都不担心，现在行
业本身就是低点冬天，sdrl rev还能保持增长，行业复苏了，我怕个吊不是。
最近sdrl 在俄罗斯 和中国的单子都是实大实的好单子，rig在战略上完全就是
follower，包括最近卖老船，order 新船，搞mlpl spinoff 在融资，都是学sdrl。
其实最重要的一点，我看好管理层，挪威船王首富加上20年的好基友小跟班。自己拥有
sdrl 30%的股份。拿自己荷包的钞票干事业，还分红，这才是长线投资者应该投资的好
股票。
类似的股票有musk系，tsla scty，虽然有insider seller，但是只要musk还管理公司
制定roadmap就不用怕。最怕就是公司不知道自己要干什... 阅读全帖 |
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m*s
发帖数: 6855 | 33 very lihai～～～
船运这个行业现在在低潮。炒冷股票难啊
scty 不是国内的一家solar公司吗？怎么成了musk的了？
对手rig esv，offshore drilling。sdrl的船最新 船龄5年，但是负债较高；rig的船
代差差了3代，平均船龄都有30多年，好处是没有负债，不过随着他老船的退役，order
新船，负债会上升。未来1年是offshore turn over，就等着shale oil这个bubble 破
裂石油公司重新依靠offshore，那时候sdrl就有先手优势。其实我这都不担心，现在行
业本身就是低点冬天，sdrl rev还能保持增长，行业复苏了，我怕个吊不是。
最近sdrl 在俄罗斯 和中国的单子都是实大实的好单子，rig在战略上完全就是
follower，包括最近卖老船，order 新船，搞mlpl spinoff 在融资，都是学sdrl。
其实最重要的一点，我看好管理层，挪威船王首富加上20年的好基友小跟班。自己拥有
sdrl 30%的股份。拿自己荷包的钞票干事业，还分红，这才是长线投资者应该投资的好
股票。
类似的股票有musk系，tsl... 阅读全帖 |
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b*******e
发帖数: 125 | 34 马云真tmb狠，真tmb毒
好，做business，发股票 就得要这样的。
本贴不构成任何方向的投资建议
希望大家能看明白：
wall street journal:
http://online.wsj.com/articles/alibaba-restructures-agreements-
全文：
Alibaba Restructures Agreements With Alipay
Move Would Give Chinese Firm Bigger Share of Earnings From Its Financial-
Services Affiliate
Alibaba Group Holding Ltd. moved to address investor concerns ahead of its
pending initial public offering by restructuring agreements to gain a bigger
share of earnings from financial-services affiliate Alipay.... 阅读全帖 |
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d*****s
发帖数: 5610 | 36 YHOO里面的BABA，现在45，如果把所有BABA，Yahoo日本，Yahoo本身加起来值52-55，
到9-10月份BABA部分spinoff，应该涨到52-55，如果BABA还是84的话。
6个月回报率在baba 84的情况下是16%-22%，如果BABA涨到104，6个月回报率在40%+，
如果BABA跌到59，回报率是0.
如果害怕BABA跌，那就买YHOO，卖空BABA，BABA随它如何，好歹6个月也能赚个15%差价
。风险很小。并且今年美股风险也不见得小，能赚15%不错了。
当然大家希望6个月账户翻倍，可是6个月赚15%基本无风险。如果每6个月能搞个15%没
风险的，每年30%以上的，那比巴菲特还牛了。
我是觉得大家应该多讨论这种风险小，半年,或者一年有个基本肯定10%+左右的股票，
这比那些什么抄底之类强多啦，反正我是看不懂哪里是底的。 |
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d*******3
发帖数: 6550 | 37 真正原因是传言irs不让yahoo免税卖掉baba的股份
Bloomberg reports the IRS is considering rule changes about "spinoffs of
trades or businesses that are small compared with a company’s other assets.
On |
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d*****s
发帖数: 5610 | 38 唯一解释就是sina增发新股给Chao 4.5亿美元。
一方面公司增发新股对现有股东是dilute未来盈利，股票应该跌才对。
但是增发股给CEO，CEO应该有更大的激励让股票升值，现在的20%上涨应该是市场预期
Chao会做什么事情让股票升值。
Chao有什么办法让股票升值，唯一解释就是sina会spinoff或者卖掉手上的weibo股份。
新浪现在涨上去后市值2.9b，新浪还有weibo 56.9%的股份，weibo现在市值3.58b，56.
9%就是2 b。2.9 - 2 =0.9。如果说卖掉weibo后新浪只值0.9b，那就太低了，所以新浪
应该还是低估的，当然如果新浪把weibo卖的话。 |
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L***6
发帖数: 8307 | 41 这个spinoff搞的这么烂 就是捅篓子啊 而且大家不看好它未来 卖了88股票以后就
只能等死了 广告收入完全竞争不过fb和google |
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G**Y
发帖数: 33224 | 42 等yahoo spinoff
baba买回yahoo的股份 |
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L***6
发帖数: 8307 | 43 DYAM Co. remains a Hold rating on YHOO amid the current spinoff turmoil and
a lackluster BABA movement, carefully targeted at 46 dollars. |
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g*********9
发帖数: 1285 | 44 看了报表，那叫一个乱，一堆的spinoff, 债务好而且混乱，write down一下子就是几
个B, 而且连着搞了两年了，公司总共才值多少钱 |
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C*K
发帖数: 400 | 45 别劝了，我已经放弃劝说工作了。
：看了报表，那叫一个乱，一堆的spinoff, 债务好而且混乱，write down一下子就是几
：个B, 而且连着搞了两年了，公司总共才值多少钱 |
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a****o
发帖数: 6612 | 46 现在基本上可以认为能源前景不妙是个"现实"。受大环境的拖累，油价气价大幅上涨的
可能性变小。
：看了报表，那叫一个乱，一堆的spinoff, 债务好而且混乱，write down一下子就是几
：个B, 而且连着搞了两年了，公司总共才值多少钱 |
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L***6
发帖数: 8307 | 48 可能是考虑到tax 负数就是可能收的spinoff tax |
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S*****d
发帖数: 930 | 49 Yahoo says IRS denies ruling on tax-free Alibaba spinoff |
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