s*****n
发帖数: 5488 | 1 兄弟我劝你玩玩伪币就算了。不要上真钱啊。
航空这行业竞争激烈，本来就是微利。象什么UA都是倒闭一次再来过的。再加上油价暴
涨，联储现在压力都很大。搞长的是很危险的。一个周期做一个turnaround就够了。趁
人气抄抄超跌反弹，骗点青蛙的钱倒是无妨。 |
|
|
t******y
发帖数: 6206 | 3 Cunzhang Upgraded to Outperform
By: Jiaoshou's Equity Research
We have recently upgraded stock forum giant Cunzhang Co. Ltd. (Wvlt) ADRs to
Outperform from Neutral, reflecting Cunzhang's recent accurate prediction
to the turnaround of U.S. stock market and waterfall in the gold/silver
prices. Being one of the most famous stock forum DaNiu, Cunzhang has well-
instructed Qingwa to capture these favorable trends.
We also like Cunzhang's recent agreement with GOOG2005 Corp. (GOOG) – Stock
forum’s se... 阅读全帖 |
|
k**o
发帖数: 15334 | 4 哪个牌子不做低端？HTC, MOT都有低端啊。而且我看低端NOK真做不过山寨，NOK是啥成
本，山寨是啥成本。就算HTC, Samsung, LG也都成本比NOK低的多，毕竟台湾/南韩工资
水平只有欧洲一半。现在为啥NOK今年要赔钱，就是低端压价压的不赚钱，smartphone
又不得其门而入。
NOK要turnaround，靠低端跟山寨和HTC, Samsung, LG他们拼成本，根本没戏。唯一的指望就是smartphone大卖。不过在Android和iOS如日中天的背景下，windows phone要大卖，只有指望奇迹了。 |
|
c***1
发帖数: 3281 | 5 chfriend 如果是传说中的那种炒法，很难用自己的钱成为billion级。
他好像是FA加buy and hold的。而且是靠turnaround play起家的。譬如什么uhal（可
能记错），可以抓几十倍那种，中间average down不少次。可是问题是如果小几万，甚
至小几十万的时候，全仓上博个几十倍我猜不少人敢做。但是成了千万富翁过后，再敢
重仓（譬如50%)博几十倍的人，应该非常非常少。更何况这种做法本来就是不可能每个
都是winner,总要预算有些pick是失败的 |
|
c***1
发帖数: 3281 | 6 你看见coach outlet 那些抢coach包像不用钱一样的中国游客就知道coh为什么火了。
coh和sbux从公司发展来说都挺好。可以是buy。尤其是sbux,像你说的turnaround play.不过进价方面，我最近没跟踪，你可能
得自己决定一下time frame.如果你现在买，我猜可能要准备高进高出，time frame要
缩短一点。如果大盘有调整，不是因为消费有太大的衰退的话，那我觉得可以是不错的
中期投资。 |
|
g*******s
发帖数: 2828 | 7 LULU: in my 10 years of looking at retailers, this is the most ridiculously
priced company. They are obviously firing on all cylinders, but it is
laughable how anyone can capitalize current margins and sales productivity (
just read the latest quarterly call and see how much one-off there is in the
gross margin line). i am virtually certain this will be a $30 stock some
time in the next 3 years. The trick is obviously when and whether it could
visit $150 first. A small short position seems appro... 阅读全帖 |
|
c*********o
发帖数: 8367 | 8 ZAN YOUR POST YESTERDAY....HAHA....AND FAST TURNAROUND OF YOUR MIND.... |
|
D*****i
发帖数: 8922 | 9 Despite denunciations, a lawsuit, and pleas for him to bow out of the event,
on August 6 Texas Governor Rick Perry joined tens of thousands of
Christians at Houston’s Reliant Stadium to pray for a spiritual turnaround
among the citizens and leadership of America.
Ignoring accusations that the event was little more than a political
maneuver designed to endear him to the Evangelical Right in an as-yet
unannounced presidential bid, Perry stood before an estimated 30,000
participants in The Response... 阅读全帖 |
|
h**********9
发帖数: 3252 | 10 http://finance.yahoo.com/news/Nokia-Explains-How-It-Will-silico
In an interview today, Weber explained how Nokia and Microsoft together can
"write one of the greatest turnaround stories in history."
Here's the plan:
* Work with carriers. Nokia used to bypass mobile phone operators in
North America and instead sold unsubsidized phones straight to consumers.
This will end. Instead, Nokia will work with all the major carriers to sell
subsidized phones at very competitive prices.
* Flood th... 阅读全帖 |
|
s*****r
发帖数: 1745 | 11 Hysteria has hit Bank of America (BAC) shares, and the shorts are piling on
and doing everything they can to beat the bank into the ground. It's clear
the stock has been heavily attacked by shorts in recent weeks and the
volatility has become extreme for a major company. It looks like shorts are
feeding the rumour mill and have successfully scared many investors out of
the stock. It looks to have reached a level where the easy money has been
made by shorts and it's likely the shorts will need a ... 阅读全帖 |
|
j*****h
发帖数: 3292 | 12 谢谢虎神
long term turnaround play + cyclical, 风险很大 |
|
x***n
发帖数: 2658 | 13 turnaround point, await yuyn's giving-up... |
|
n*********e
发帖数: 665 | 14 CEO说“October 2011 will be our turnaround month,” he said. “The low point
in production has now been passed.”
那么BP在$43值不值得买？ |
|
s*****1
发帖数: 430 | 15 http://online.wsj.com/article/SB1000142405297020355410457700340
Doubts Rise on EU Deal
Bond Investors Skeptical as Attention Shifts to Italy; High Rates for New
Debt
BY TOM LAURICELLA AND MATT PHILLIPS
Initial relief over Europe's latest attempt to end its debt crisis faded on
Friday as investors fretted about the plan's lack of detail and grew more
skeptical about Italy's turnaround effort.
One day after European leaders announced a series of measures aimed in part
at enticing investors back to... 阅读全帖 |
|
d******8
发帖数: 1972 | 16 Reuters) - MF Global Holdings Ltd, the futures broker run by former Goldman
Sachs chief Jon Corzine, has filed for Chapter 11 bankruptcy after a
tentative deal with a buyer fell apart.
The firm's meltdown in less than a week is a stunning setback for Corzine,
who sought to turn MF Global into a mini-Goldman. Corzine became CEO last
year after losing his governorship of New Jersey, and his big bets on euro-
zone debt sealed the company's fate.
The bankruptcy filing came after talks to sell a vari... 阅读全帖 |
|
d******8
发帖数: 1972 | 17 Bank of America Corp. posted a $5.9 billion profit applicable to common
shareholders in the third quarter, beating analysts' expectations, though
the results were largely driven by one-time gains, from accounting changes
to asset sales.
The Charlotte-based bank made about 56 cents per common share, compared to a
loss of $7.6 billion, or 77 cents per share, a year ago. That marks a
turnaround from last quarter, too, when the bank recorded its worst loss
ever, $9.1 billion, including preferred div... 阅读全帖 |
|
z*f
发帖数: 139 | 18 As I said, it is a very unpredicatable stock.
Buy dips and sell rallies. $13 is now a dip for me.
Turnaround fast. Don't bet and hold a position for too long. |
|
i*u
发帖数: 299 | 19 Weekly Market Review 201204
Small cap stocks added strong gains for the fourth consecutive week while the S&P500 closed almost flat. Equity market captured momentum from industrial and material stocks as their earnings showed sign of life on economic recovery. Bond market rallied led by the Fed's Wednesday announcement that it will not raise interest rates until at least late 2014; the intermediate term bonds' yields went down over ten percents in contrast to last week's close. Market focus wil... 阅读全帖 |
|
b**j
发帖数: 20742 | 20 bought at 20.7, just sold at 21.9. hahaha. good 5 min turnaround |
|
s******o
发帖数: 328 | 21 Only SHANZHAI smart-phone can save SPRD this year. If it did, SPRD will show
a turnaround like in 2G. And I don't see why it cannot happen. Wait until a
good entry point, and then long it. |
|
l***n
发帖数: 812 | 22 看到不少人在说，也掺和一下。本人是value investor，所以valuation的factors看得
会多些，PE, PB什么的。
不过这些不是作为投资的决定因素，暂且看作是screening的一个工具，或者是引发分
析和讨论的催化剂。中国的太阳能，干货运输行业都是我曾经关于过得，因为便宜，所
以感兴趣的了就看得多些。不过valuation factor不是做投资决定的唯一原因，因为PE
低往往有PE低的理由，市场不是傻子，凭啥人家都不看好，都在卖，drive PE value
lower，而我一买就涨啊，这是不现实的。
决定你能否赚钱的因素太多，仅对价值投资而言，列几条：
1, 大盘因素
这个不用多说了吧，大方向看错了，都扯淡
2, 价值投资是否in favor
就今年来看growth stock outperform value，这时候买growth是不是会比value更好呢
？去年下半年大盘下调了不少，便宜的股票不少，市场当然就不稀罕了，凡是能真正利
用美国这段时间的经济moderate增长，赚钱的产业／公司受到青睐。这有点马后炮了，
不过多点事后诸葛亮，以后才更有信心做b... 阅读全帖 |
|
l***n
发帖数: 812 | 23 太抬举我了，我可看不出来NOK是否可以turnaround，科技的东西变的太快，搞不清楚
。不过这么大的公司自然有不少人在分析琢磨了，股价跌成这样说明大多数人不看好啊
。我吃不下这份菜。 |
|
j*****y
发帖数: 1916 | 24 还有ANR, ACI的比较：
Despite lower earnings and profits, the company still compares favorably
with competitors like Alpha Natural Resources, Inc. (ANR). Operating margins
of 11.37% for ACI slightly exceed ANR's 8.29%. However, the company had a 3
.37% profit margin this past quarter versus a loss recorded by ANR. Year-
over-year revenue growth of 97.10% for ANR far exceeded that of 36.90% for
ACI. Nevertheless, ANR has no earnings growth compared to a 24.50% year-over
-year increase for ACI. Because o... 阅读全帖 |
|
p**8
发帖数: 3883 | 25 我回你的贴，不是为了和你争论。
ER后的大涨主要原因是很多人误解了，以为CEO要卖RIMM。
（媒体也是这样报道 Research In Motion CEO:... Dow Jones）
其实CEO的原话根本没有那意识，所以现在讨论收购没有意义。
如果自己看不清楚，最好不发表意见。错误意见会害人的。
Good Luck!
///
发信人: p838 (挣钱快乐！), 信区: Chinook
标 题: Re: time to load RIMM
发信站: BBS 未名空间站 (Sun Apr 1 11:39:02 2012, 美东)
我已经说了“我今天空了RIMM => 今天过期的PUT不算，我的空头多于我的PUT”。我就
不做品论。
请看CEO的原话。我想很多人误解了。
////
Gus Papageorgiou - Scotiabank - Analyst
Thorsten, as part of the strategic review, with the sale of the Company be
on the table? Or is that something b... 阅读全帖 |
|
s******d
发帖数: 29 | 26 It could touch $3.5 even $3. Considering wp phone's bright future, people
might have started loading them already. From the long run, current price is
actually really low. NOK could be the greatest turnaround story in years. |
|
s**r
发帖数: 1660 | 27 【 以下文字转载自 Apple 讨论区 】
发信人: wavelets02 (消失), 信区: Apple
标 题: 苹果的逆天
发信站: BBS 未名空间站 (Tue Aug 21 10:37:50 2012, 美东)
看了bestbuy的业绩报告
他们在恐惧自己是否又是一个circuit city，找了一个新的turnaround 高手来做新的
CEO，
想想这几年，开实体店卖科技或者电器产品的都是什么下场，都基本上要关门的，以前
开的店都一个一个的关，仍然关的不够快，取而代之的是新的网上零售的流行，比如
amazon，大家到bestbuy 看产品，然后到网上amazon 去买货，这个是bestbuy 这几个
季度发牢骚的地方。
相反看苹果，一个新的apple store 接着一个的开，如果想象地图上这些公司用颜色来
画地盘，基本上就是goodguys，bestbuy，circuit city 这些这些年都慢慢的消失不见
，而苹果的领地越来越大。。
另外bestbuy 业报里透露的，他们4月CEO因为内部绯闻辞职后换的CEO 麦克信誓旦旦说
要转型多做手机这类生意，估计开始做的还... 阅读全帖 |
|
j*****h
发帖数: 3292 | 28 谢谢木鸡的CC
Louis Hsieh 很坦诚，坦诚到我以为他是新招进来的，来帮公司turnaround的
上海人很难搞，(不是地坑)，上海市场从来没有北京的那种成功，很多上海那边的讲师
进新东方就是去带薪培训的，成熟后，自已开杂货铺。上海讲师的离职率应该很高 |
|
j*****h
发帖数: 3292 | 29 谢谢木鸡的CC
Louis Hsieh 很坦诚，坦诚到我以为他是新招进来的，来帮公司turnaround的
上海人很难搞，(不是地坑)，上海市场从来没有北京的那种成功，很多上海那边的讲师
进新东方就是去带薪培训的，成熟后，自已开杂货铺。上海讲师的离职率应该很高 |
|
y******i
发帖数: 2584 | 30 http://www.bloomberg.com/news/2012-12-31/shale-gas-revolution-s
Shale-Gas Revolution Spurs Wave of New U.S. Steel Plants: Energy
By Sonja Elmquist - Dec 31, 2012 5:28 PM ET
Daniel Acker/Bloomberg
Hydraulic fracturing of shale rock formations from Texas to West Virginia
has boosted supplies of gas and sent prices plunging by as much as half in
the past two years. Gas futures reached a decade low of $1.91 per million
British thermal units in April in New York trading.
The U.S. shale-gas revolut... 阅读全帖 |
|
g**********2
发帖数: 2408 | 31 大选前飓风帮O8了一把，今天被共和党报复了。
New Jersey Gov. Chris Christie dropped a bomb on Republican House Speaker
John Boehner and Congress for refusing to allow a vote on Hurricane Sandy
relief in the final hours of the 112th Congress. It was an instant classic
of principled political outrage. It provided a strong dose of what
Washington has been missing: blunt, independent leadership.
John Avlon
Christie prosecuted the case by pointing out that hurricane relief had been
provided more quickly to others: For vic... 阅读全帖 |
|
u**********n
发帖数: 8905 | 32 Q4肯定好，去年的2个write off是会计做账用的，目的就是为了今年的turnaround。 |
|
s*********d
发帖数: 1998 | 33 book value 2.38
fair market value using industry multiples should be $6-9
if it succeeds in mobile transition, the valuation would be much higher
if it beats next quarterly estimate, it is a confirmation of turnaround. |
|
s*********d
发帖数: 1998 | 34 smart bet. obviously a turnaround story. |
|
y****i
发帖数: 778 | 35 Lost 1.1 billion, from over 1.5 billion cash to 525 million in just 9 months
, only 5-6 months left for turnaround to avoid bankruptcy. |
|
y****i
发帖数: 778 | 36 Lost 1.1 billion, from over 1.5 billion cash to 525 million in just 9 months
, only 5-6 months left for turnaround to avoid bankruptcy. |
|
y****i
发帖数: 778 | 37 The turnaround is over, waiting for the bankruptcy.
months |
|
m********u
发帖数: 14 | 38 投资HOV得到了比较好的回报，现在还是我的重仓。想把经验写出来与大家分享，同时
希望与大家一起寻找类似的公司/股票进行投资。
HOV在2005年高点股价为72.3，2008年的萧条中降到0.85。我开始关注HOV是在2009年底
，那时很多在这次萧条中受很重打击的行业和股票都恢复了很多，只有房地产行业的基
本面没有任何好转，股价也位于极低点，我感觉房地产股票应该是这次萧条中还能获得
较好投资回报的最后一班车，于是开始跟踪。初期筛选选中了LEN和HOV。LEN风险小，
回报小，HOV风险较大，回报应该较大(如果值得投资)。读了LEN和HOV的10K表及很多相
关的新闻。研究后发现HOV的债务惊人，能否存活在当时是个未知数，倒是买了点LEN挣
了点零花钱，但总觉得HOV如果TURNAROUND会有很大的机会，于是继续关注。
恰巧2011年下半年开始买房，发现好的房子已经很难抢到，想买块好地自己BUILD，却
发现地主把好地屯起不卖，等待涨价。同时HOMEBUILDER公司不断给出基本面好转的信
息，但HOV的股价却没什么变化。我感觉时间快到了，翻出HOV的Financial Stateme... 阅读全帖 |
|
m********u
发帖数: 14 | 39 我对HOV的投资经历 (二)
接下来的发展很简单，房地产继续恢复，HOV的领导层比我预期的要聪明一些。他们没
有去卖地，而是用合同的方式用地抵押而进行了低息融资，在保证对土地拥有权的同时
增加了流动性，同时利用了由于市场恐慌而产生的低价BOND的机会，退休了一些高利率
债务，并再此过程中产生了盈利(高数值融资低数值还债)，进一步缓解了资金紧张问题
。2012Q4时他们又一次性退休了一些最危险的债务，并把最大块长期债务的成熟期推到
了2020年，接下来标谱提高了它的评级。至此HOV已经基本确定了存活的根基，成功地
成为了TURNAROUND公司。其股票价格也在SHORT的重压下一路从3涨到6。
然后面临的是如何膨胀发展的问题。领导层提出增发一倍COMMON STOCK，增加他们的
COMPENSATION，并请求股东VOTE，于是股价开始剧烈振动。目前VOTE结果还没出来，但
领导层许诺只有在股价涨到明显高于现在的数值时才增发。我的分析是,VOTE出结果后
估价可能波动很剧烈，如果他们现在增发，股权稀是一半，帐面会多出大约9亿现金，
BOOK VALUE立即变
为正值，并且如果此现金可还... 阅读全帖 |
|
t*********e
发帖数: 630 | 40 好歹也是 S&P 四颗星的，股价这么萎靡。
We view the ADSs as undervalued vs. our $17 target price. We cut our '13
earnings per ADS estimate $0.05 to $0.81, due only to currency changes. '12
results were in line and EBITDA margin expanded, a key trend reversal.
Positive margin trajectory, coupled with capex likely having peaked in '12,
should drive growth in earnings per ADS and free cash flow and regain
investor confidence in its turnaround story. Regulatory and competitive
risks remain, but we think the valuation... 阅读全帖 |
|
j*****h
发帖数: 3292 | 41 怎么算出来的？ 小小人大牛能讲讲包？
短期cash flow 影响的是liquidity, 分析师的算法都差不多了，至第三季，基本上JCP
手上就没有现金了，而零售一年的盈利全看第四季，所以第三季结束时要准备好货，准
备大卖
虽说JCP 的CFO说，手上有>$1B的revolving credit,还是令人担心的
现在还是turnaround play, JCP有资产，但还没有变成asset player, vulture
capital 都在关注，但要他们入场，需要20 to 30 cents on a dollar,他们还在等
要不现在ackman可以仿sears的方法，进行资产分拆 |
|
D******e
发帖数: 11265 | 42 http://finance.yahoo.com/news/ackman-says-believes-j-c-02432305
NEW YORK (Reuters) - Troubled J.C. Penney Co Inc (JCP.N) has hired
Blackstone Group LP's (BX.N) financial advisory arm to explore how best to
position the firm financially, three sources said on Thursday, while key
investor William Ackman said shareholders were willing to put up more
capital.
The prospect of financial backing is likely to help soothe investors rattled
by the department store chain's controversial decision this week ... 阅读全帖 |
|
m******c
发帖数: 2440 | 43 KBR receives contract from Suncor Energy to provide turnaround services |
|
V*****2
发帖数: 7930 | 44 Federal National Mortgage Association : Fannie Will Make $59.4 Billion
Payment to U.S.
By Nick Timiraos
Fannie Mae said Thursday that it would make a $59.4 billion payment to the U
.S. Treasury next month after reporting a $58.7 billion first-quarter profit
thanks to a big tax benefit the bailed-out mortgage-finance company booked
after determining it would generate profits in the coming years.
Fannie recognized $50.6 billion in tax benefits during the first quarter, in
addition to pretax income... 阅读全帖 |
|
W**r
发帖数: 1492 | 45 NOK上涨是有内在原因的
微软虽然没能收购NOK，但NOK的产品线在不停增长
7-11发布EOS，还有大屏手机据说秋季发布
新品用户满意度较高，年轻人对WP开始感兴趣
NOK有可能开始Turnaround
另外也有可能是Pre-ER Run |
|
z***e
发帖数: 5600 | 46 就是趁着看着顺眼的炒个Turnaround概念，你不会真以为Yahoo Core Business能咸鱼
翻身吧 |
|
c*******o
发帖数: 5387 | 47 FormFactor beats by $0.02, beats on revs
Font size: A | A | A
4:25 PM ET 7/31/13 | Briefing.com
Reports Q2 (Jun) loss of $0.01 per share, $0.02 better than the Capital IQ
Consensus Estimate of ($0.03); revenues rose 14.4% year/year to $62.7 mln vs
the $60.78 mln consensus.
"Q2 marked an important step in the company's turnaround as we generated our
first quarter of positive cash flow since Q4'07," said Tom St. Dennis, CEO
of FormFactor. "Revenue in Q2 showed nice improvement over Q1 in all marke... 阅读全帖 |
|
l******r
发帖数: 4021 | 48 U.S. stocks edged higher Tuesday and were on track to climb out of a four-da
y slump, as investors focused on earnings reports from several prominent ret
ailers.
J.C. Penney (JCP, Fortune 500) posted a big loss that was even worse than th
e forecasts. Despite that, the struggling retailer noted that its same store
sales, a key measure for retailers, were slightly better than they were dur
ing the first quarter of 2013. Shares surged in early morning trading on the
news, but then struggled to hol... 阅读全帖 |
|
E*********r
发帖数: 4984 | 49 呵呵， NOK真想走，也不在乎1B，和Microsoft结盟，仁者见仁，智者见智。有人说是
一个很好的未来规划，也有人说赌注下的太大，我还是觉得Q3的ER非常关键，基本看得
出NOKIA是否已经Turnaround了。 |
|
s********n
发帖数: 151 | 50 Looking at Yahoo Finance major holders. After Ackman's Pershing Square
exited its position (17% of outstanding shares) last month, the news came
out today that a fund called Hayman Capital taking a large position. Now
hedge funds as far as reported in the news are Soros Fund (9%), Hayman(5%),
and Glenview(9%). Glenview not only has long position in JCP common stocks,
it also holds secured loans and credit default swap. Rarely you see so many
funds line up for a turnaround story. |
|
