【2017】鸡年交易记录

dragonballz

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

dragonballz

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.

maybeming

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

dragonballz

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

maybeming

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

dragonballz

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

maybeming

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

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

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

Westpac 又不能用了?

bondzh

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

maybeming

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

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

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

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.

maybeming

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.

dragonballz

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 ...

P/E has nothing to do with overvalue or undervalue. Growth shares like A2M has P/E 40 but it still rises. Telstra with P/E 10-11 and still drops.

P/E only uses for the same sector for comparison. For example, inside bank sector, I use P/E to decide which major bank shares worth buying. currently NAB has lowest while CBA still highest. So NAB would be a pick. However, giving CBA still falling, it would be lowest if its price drops towards $70.

SilverRanger

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

我等它回调都快一个星期了, 昨天还加了仓...

maybeming

想hedge黄金的还可以看看AXMGOLD，是perth mint的黄金EFT,管理费比较低，还可以拿share去兑换实体黄金。金矿股都快被庄家玩坏了

SilverRanger

今天收市开了FMG MIN空仓, 总觉得9月份拿空仓比多仓睡的比较安稳

maybeming

SilverRanger 发表于 2017-9-6 17:01
今天收市开了FMG MIN空仓, 总觉得9月份拿空仓比多仓睡的比较安稳

铁矿快到顶了？

SilverRanger

maybeming 发表于 2017-9-6 17:54
铁矿快到顶了？

是不是顶不清楚，能抓个回调就不错了，看看9月效应灵不灵

maybeming

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

站稳1.265了，后市可期？

songruobing

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 ...

老哥，光这一页你就myx tpm两个lesson了，其中一个还是hard lesson，您还好么？

dragonballz

songruobing 发表于 2017-9-6 21:41
老哥，光这一页你就myx tpm两个lesson了，其中一个还是hard lesson，您还好么？ ...

还好了，因为我同时还买了BHP@23、RMD@9、CSL@120。所以基本打平 现在就指望RSG今年翻盘。然后同时布局RHC和CBA为明年打算

songruobing

dragonballz 发表于 2017-9-6 21:52
还好了，因为我同时还买了BHP@23、RMD@9、CSL@120。所以基本打平 现在就指望RSG今年翻盘。然后同时 ...

嗯。。。一盘很大的棋。。。。

Fss16

SilverRanger 发表于 2017-9-6 18:02
是不是顶不清楚，能抓个回调就不错了，看看9月效应灵不灵

什麼是9月效应？

xhtdr

对于赌博股 都是10%止损
深受其害过 痛也是要走的

bondzh

maybeming 发表于 2017-9-6 20:44
站稳1.265了，后市可期？

应该还没有站稳，今天应该就会跌回去了

maybeming

bondzh 发表于 2017-9-7 08:26
应该还没有站稳，今天应该就会跌回去了

前路漫漫啊