[个股讨论] 【2017】鸡年交易记录 [复制链接]

发表于 2017-9-6 12:54 |显示全部楼层

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CSL真猛，不知道还给不给补仓的机会了

发表于 2017-9-6 13:36 来自手机 |显示全部楼层

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tpm大家怎么看

发表于 2017-9-6 14:11 |显示全部楼层

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maybeming 发表于 2017-9-6 11:54
CSL真猛，不知道还给不给补仓的机会了

It gave me the chance at $120 and I grabbed it tightly last time with only regret that I had only $30K to put into it

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参与人数 1	积分 +4	收起理由
maybeming	+ 4	你太有才了

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发表于 2017-9-6 14:14 |显示全部楼层

maybeming 发表于 2017-9-6 12:36
tpm大家怎么看

I learned hard lesson already, lost about $6K on it. So advice is: Australia is a really small market that it could not have good support for too many telecoms. While TPG also stupidly rushed into an even smaller market, Singapore, it is more like digging graveyard for itself.

I would rather buy Telstra if you really want to invest into telecom. At least it is still No 1 with good dividend payment.

发表于 2017-9-6 14:19 来自手机 |显示全部楼层

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dragonballz 发表于 2017-9-6 13:14
I learned hard lesson already, lost about $6K on it. So advice is: Australia is a really small mar ...

谢谢！今天trade one year low看着有点动心，还是不买了

发表于 2017-9-6 14:35 |显示全部楼层

maybeming 发表于 2017-9-6 13:19
谢谢！今天trade one year low看着有点动心，还是不买了

You would be grateful as I am saving you for the third time

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参与人数 1	积分 +4	收起理由
maybeming	+ 4	救命恩人，就是myx亏的有点惨，哈哈.

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发表于 2017-9-6 14:37 |显示全部楼层

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dragonballz 发表于 2017-9-6 13:35
You would be grateful as I am saving you for the third time

大趋势上问龙珠兄还是很靠谱的

发表于 2017-9-6 14:44 |显示全部楼层

maybeming 发表于 2017-9-6 13:37
大趋势上问龙珠兄还是很靠谱的

MYX is actually a lesson for me: always trust a good analysis instead of greedy. I posted before in someone else's post about my opinion about MYX: it is a generic pharmaceutical company that has very little profit margin so that growth potential is not as good as companies with good research power like CSL. But I was also lured by its lowering price. WTF, low price does not mean cheap price. $120 a share may look like expensive, but it is cheap for CSL; 80c is cheap but proved too dear for MYX

发表于 2017-9-6 15:02 |显示全部楼层

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dragonballz 发表于 2017-9-6 13:44
MYX is actually a lesson for me: always trust a good analysis instead of greedy. I posted before i ...

cant agree more. Should have mainly focused on buy good-quality blue chips on dips instead. A small gamble parcel for those small companies only.

yourock

发表于 2017-9-6 15:11 来自手机 |显示全部楼层

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dragonballz 发表于 2017-9-6 13:44
MYX is actually a lesson for me: always trust a good analysis instead of greedy. I posted before i ...

Another lesson, cheap isn't under value. E.g. RSG. Wish I put money on NST NCM EVN...

122725635

皮靴族

发表于 2017-9-6 15:14 |显示全部楼层

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yourock 发表于 2017-9-6 14:11
Another lesson, cheap isn't under value. E.g. RSG. Wish I put money on NST NCM EVN...

在目前的情况来看我觉得rsg的确还是undervalue的, nst ncm evn上面空间不大了，个人感觉啊。

yourock

发表于 2017-9-6 15:29 来自手机 |显示全部楼层

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Westpac 又不能用了?

bondzh

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发表于 2017-9-6 16:21 来自手机 |显示全部楼层

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bondzh 发表于 2017-9-6 10:01
rsg今天突破1.26了，准备去1.31

rsg如果今天不能守住1.26，大家期待的回调就开始了

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发表于 2017-9-6 16:23 |显示全部楼层

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yourock 发表于 2017-9-6 14:11
Another lesson, cheap isn't under value. E.g. RSG. Wish I put money on NST NCM EVN...

i sold my RRL @3.55 to purchase RSG....really want to kick my head

122725635

皮靴族

发表于 2017-9-6 16:25 |显示全部楼层

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bondzh 发表于 2017-9-6 15:21
rsg如果今天不能守住1.26，大家期待的回调就开始了

希望金价也尽快回调一次，不然个股调完金价调，那就要命了

Investorforlong

布鞋族

发表于 2017-9-6 16:28 |显示全部楼层

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bondzh 发表于 2017-9-6 15:21
rsg如果今天不能守住1.26，大家期待的回调就开始了

那先出掉部分RSG，等他回调后再买进？

daomeidan1234

发表于 2017-9-6 16:30 |显示全部楼层

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dragonballz 发表于 2017-9-6 13:44
MYX is actually a lesson for me: always trust a good analysis instead of greedy. I posted before i ...

Cheap or expensive is based on P/E current and forward, not related to spot price. That is simple.

So you need to post P/E for those stocks too.

与其插一腿，不如插一嘴。

发表于 2017-9-6 16:33 |显示全部楼层

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daomeidan1234 发表于 2017-9-6 15:30
Cheap or expensive is based on P/E current and forward, not related to spot price. That is simple ...

RSG PE=7 MYX PE=11 they are both relatively cheap comparing to their peers.