【2017】鸡年交易记录

mary3-ma

wanghui1015 发表于 2017-2-17 16:54
有钱人的玩法就是值得敬佩，人家有钱是有道理的。

一个客户去年均价$73左右买了78000股CBA，全部家当赌一 ...

CBA一直是我的爱，川普那天才70，可惜子弹不够, 你客户太牛，73确实很便宜的价位，一点不赌博。
GFC经济危机的时候，CBA到了40，MQ的会计系的一位老师对他的学生说，你们现在如果有钱买股票，全部买CBA，有多少钱买多少钱，就这么一句话，一个中国学生从国内说服父母把人民币全部换过来买了CBA，后来获利就卖了，几年MQ的学费出来了，等于免费留学。
如果那个学生不卖留到今天，又会如何？何止免费留学，买房首付应该也够了吧？

呵呵，可惜我不是学会计。

经济解释

SRX继续给力

我一直觉得比RHC靠谱，RHC业绩/前景当然好，但是股价被高估了。

经济解释

MPL让我学到很多，以后不碰它了，

dragonballz

mary3-ma 发表于 2017-2-20 10:19
CBA一直是我的爱，川普那天才70，可惜子弹不够, 你客户太牛，73确实很便宜的价位，一点不赌博。
GFC经济 ...

During GFC, the best choice of bank share was actually ANZ which was down to $14. Now it is nearly tripled, better value than CBA. I had to buy my family house by then in Glen Waverley so that my wife forbid me to touch shares at that time. Looking backwards, ANZ gained more than my house, which has also been doubled though.

bondzh

dragonballz 发表于 2017-2-20 10:40
During GFC, the best choice of bank share was actually ANZ which was down to $14. Now it is nearly ...

你确定不是mqg？都4倍多了。

lynn0227

dragonballz 发表于 2017-2-20 10:40
During GFC, the best choice of bank share was actually ANZ which was down to $14. Now it is nearly ...

看那么远干吗。。去年14块几买bhp。。。

lefeng999

dragonballz 发表于 2017-2-20 10:40
During GFC, the best choice of bank share was actually ANZ which was down to $14. Now it is nearly ...

买在Glen。。真.土豪。

bondzh

经济解释 发表于 2017-2-20 10:30
MPL让我学到很多，以后不碰它了，

分享一下？

lizhi_cn

经济解释 发表于 2017-2-20 09:30
MPL让我学到很多，以后不碰它了，

MPL我就玩了一个IPO  之后就再没碰过了

ningxiaoque

服了RSG了！

xlcyygy

dmp有人关注么？

yourock

ningxiaoque 发表于 2017-2-20 10:53
服了RSG了！

什么事发生?

经济解释

bondzh 发表于 2017-2-20 10:46
分享一下？

2.3进，$3.1全出，避开了大跌，然而这并非基于我的能力，只是碰巧

大跌之后$2.4进，2.8出，后来又不行了。

回想起来，有点后怕。虽然赚到了，但都是碰巧而已，所以后来一直跟你的帖，跟各位高手学习取经。

这家公司市场份额丢失，IT部分好像乱，以后我绝对避开。

dragonballz

lynn0227 发表于 2017-2-20 10:46
看那么远干吗。。去年14块几买bhp。。。

That was another regrettable chance

tiansen90904

dragonballz 发表于 2017-2-20 08:03
That was another regrettable chance

Cute.

bondzh

ningxiaoque 发表于 2017-2-20 10:53
服了RSG了！

dt专用股票！！！！波动好，流动量大！！！！真后悔当时发帖说8%的时候如果卖了，现在再买多好！！！！

dragonballz

经济解释 发表于 2017-2-20 10:27
SRX继续给力

我一直觉得比RHC靠谱，RHC业绩/前景当然好，但是股价被高估了。 ...

I am taking an opposite view about these 2 shares, although they actually are not same category. RHC is more in private health hospital sector, similar to HSO. SRX bit more to pharmaceutical company, like MYX, but it has only one product for liver cancer which usu has not much response to any treatment. So I have quite bearish opinion on SRX.

dragonballz

经济解释 发表于 2017-2-20 10:27
SRX继续给力

我一直觉得比RHC靠谱，RHC业绩/前景当然好，但是股价被高估了。 ...

I am taking an opposite view about these 2 shares, although they actually are not same category. RHC is more in private health hospital sector, similar to HSO. SRX bit more to pharmaceutical company, like MYX, but it has only one product for liver cancer which usu has not much response to any treatment. So I have quite bearish opinion on SRX.

xiaoyutupao

dragonballz 发表于 2017-2-20 10:10
Extraordinary good report from NHF, esp when MPL posted profits downgrad. What a shame on MPL:thumbd ...

NHF应该怎么玩？我手上还有一点MPL没扔掉

mary3-ma

dragonballz 发表于 2017-2-20 10:40
During GFC, the best choice of bank share was actually ANZ which was down to $14. Now it is nearly ...

确实确实，我们朝前看～～

hashman

要有早知道，gfc的时候买房子，20%首付～五倍的杠杆，然后等到今天卖掉，只要不是买烂区，估计价格都起码翻番了...

bondzh

hashman 发表于 2017-2-20 11:54
要有早知道，gfc的时候买房子，20%首付～五倍的杠杆，然后等到今天卖掉，只要不是买烂区，估计价格都起码翻 ...

没错，买房才是大头

mary3-ma

dragonballz 发表于 2017-2-20 10:40
During GFC, the best choice of bank share was actually ANZ which was down to $14. Now it is nearly ...

又一次验证你老婆太英明了呵呵～～
买房可以住，而且买房double和买股票triple完全不同概念和利润

mary3-ma

hashman 发表于 2017-2-20 11:54
要有早知道，gfc的时候买房子，20%首付～五倍的杠杆，然后等到今天卖掉，只要不是买烂区，估计价格都起码翻 ...

非常赞同～～如果按照投入比来算，就不止是翻倍了。不过最近几年房市不能与前几年相提并论了。18年-19年再看看吧～

dragonballz

hashman 发表于 2017-2-20 11:54
要有早知道，gfc的时候买房子，20%首付～五倍的杠杆，然后等到今天卖掉，只要不是买烂区，估计价格都起码翻 ...

If you consider the leverage, buying house has more returns :)

At that time, house in Glen Waverley struggled at $600-700K.

dragonballz

When looking at my portfolio, I found I kept underestimating the power of RMD. This is a really solid growth plus dividend share. Nearly monopoly in CPAP machine market with diversifying exposure to US/Europe/Aus as well as Chinese market. I only bought it back in late Oct at $7.90, and missed Donald Trump election dip at $7.15. Now it has not only provided quarterly dividend with average 2-3% return, but also grown nearly 20% in 3 months

I would recommend anyone interested in buying health care  shares to consider it.

yourock

rmd和ehe是一个行业吗?

dragonballz

yourock 发表于 2017-2-20 13:29
rmd和ehe是一个行业吗?

Not at all. EHE is an aged care facility, along with REG and JHC.

RMD is a major provider/producer of respiratory machines, its minor competitor is FPH, between which a lawsuit is taking place

bondzh

dragonballz 发表于 2017-2-20 13:34
Not at all. EHE is an aged care facility, along with REG and JHC.

RMD is a major provider/produce ...

u know a lot about bio / health / age care area!!! I might gather all ur info into one post, when I have time. Very useful.

My US friend recommended healthcare+bio and tech these two sectors for this year. We don't have good tech companies here, so I would focus on healthcare+bio, resource and finance in AUS market instead

tiansen90904

bondzh 发表于 2017-2-20 11:06
u know a lot about bio / health / age care area!!! I might gather all ur info into one post, when  ...

鸭神为什么会转移资源的阵地到美国股市那边？