r*m
发帖数: 16380 | 1 my 3Cs:
CNOA: Yesterday's ER was dissapointing to me. 2C per share vs 3C per share
last year and 8C per share last Q. The outlook is so so, at the best.
However, the pre-ER drop may have priced in this bad ER. As for now, CNOA
is in the green. In a second thought, the bad ER and the lacklust outlook
may not be the worst thing, since it actually reduce the likelihood that
this company is a total scam. As long as CNOA is doing honest business, as
an Agri company, one bad Q is no big deal. A | r*m
发帖数: 16380 | 2 my 3Cs:
CNOA: Yesterday's ER was dissapointing to me. 2C per share vs 3C per share
last year and 8C per share last Q. The outlook is so so, at the best.
However, the pre-ER drop may have priced in this bad ER. As for now, CNOA
is in the green. In a second thought, the bad ER and the lacklust outlook
may not be the worst thing, since it actually reduce the likelihood that
this company is a total scam. As long as CNOA is doing honest business, as
an Agri company, one bad Q is no big deal. At the price, the upside is way
larger than the downside. So I will hold my position on CNOA, just be
patient.
CHCG: ER seems fine, inline with expectations. The recent contract with
Walmart is a plus. Again, the contract with Walmart and this ER boost my
confidence in some extend. PE is very low, and I trust my Zhejiang lao
xiang's ability to do business. Hold.
CBAK: ER 3 days ago wasn't good, and wasn't extreamly bad either. The
company is still losing money, mostly due to incresed price of raw materials
. But the simple fact that it is the largest lium-ion battery maker in Asia
(or in the world?) make this company a keep at this basement price. CBAK
price has risen almost 20% since ER, though it mostly recovered the ground
losr pre-ER. I sold half of my position on CBAK 10 min ago, only to reduce
my overall positions on penny stocks. Sit tight with the other half.
SPRD: I am reluctant to call this a penny(trash) stock. This is a solid
company doing solid business. The low tide on 3G hyper combined with the
softness of the semi sector have pushed down the valuation of SPRD. However
, the fact that SPRD is still in the green today (after yesterday's lacklust
ER) and that the % of institution ownership keeps rising steadily (
currently at 17%) is a good sign that SPRD may have bottomed. I will
definitely hold at or blow $8. If it rise to $9 level, I will consider
doing some swing to reduce my cost of holding. | C*********X
发帖数: 10518 | 3 你死了吗？
我记得你啊。。。
share
as
way
【在 r*m 的大作中提到】
: my 3Cs:
: CNOA: Yesterday's ER was dissapointing to me. 2C per share vs 3C per share
: last year and 8C per share last Q. The outlook is so so, at the best.
: However, the pre-ER drop may have priced in this bad ER. As for now, CNOA
: is in the green. In a second thought, the bad ER and the lacklust outlook
: may not be the worst thing, since it actually reduce the likelihood that
: this company is a total scam. As long as CNOA is doing honest business, as
: an Agri company, one bad Q is no big deal. At the price, the upside is way
: larger than the downside. So I will hold my position on CNOA, just be
: patient.
|
|
