【2017】鸡年交易记录

bio

dragonballz 发表于 2017-3-10 10:14
When market is tumbling, defensive shares such as CSL become very attractive now

那 RHC 是怎么了？

dragonballz

RHC also approaches my pre-set buying point: $66.00

What should I do with CSL 20% gain? sell them or buy more, that is a big question.

lizhi_cn

lynn0227 发表于 2017-3-10 00:01
看在天朝今年45万亿投基建....想长期建仓啊

上年度还60亿基建呢。。。这45万亿不是新增的量 比往年还少15万亿呢

dragonballz

bio 发表于 2017-3-10 10:51
那 RHC 是怎么了？

No idea. no news at all and it falls. So I will buy if at 66.00 again

dragonballz

A2 officially moves into ASX200

kylexx00

bondzh 发表于 2017-3-10 09:56
有啊，还在，走长线不动

鸭鸭给看看BHP吧，

dragonballz

bio 发表于 2017-3-10 10:51
那 RHC 是怎么了？

Probably as @wanghui1015 said, RHC could be regarded as bond proxy share so that it may drop when FOMC raises interest rates.

bondzh

dragonballz 发表于 2017-3-10 10:55
No idea. no news at all and it falls. So I will buy if at 66.00 again

rhc 66拉，之前说的跌到66或者突破73。现在终于到了，买入
止损设在65.4

dragonballz

kylexx00 发表于 2017-3-10 11:18
鸭鸭给看看BHP吧，

No one could tell BHP/RIO as they are highly related to iron ore as well as oil. I would keep holding tightly at present. If drops towards $20-22, could consider buy bit more.

bondzh

kylexx00 发表于 2017-3-10 11:18
鸭鸭给看看BHP吧，

bhp跌破之前下降通道，开始加速下跌，重要支撑在23，企稳可买

dragonballz

bondzh 发表于 2017-3-10 11:20
rhc 66拉，之前说的跌到66或者突破73。现在终于到了，买入
止损设在65.4

I bought but same as before, no stop-loss for RHC/CSL, just no-brainer holding

dragonballz

Nabtrade recommendation --DYOR anyway

My view

Yes, Ramsay is expensive, but there are very few companies that have been able to deliver year after year EPS growth of circa 14% per annum. And the CEO going is a negative, but the company’s record suggests that it will be able to navigate this hick-up. Further, the tailwinds of an ageing population and increased demand for health services remain firmly in place.

On track record, Ramsay deserves to be core holding in SMSF and other portfolios oriented to long-term growth, or for those who want exposure to the healthcare sector. At around $70, Ramsay is in buy territory.

bondzh

dragonballz 发表于 2017-3-10 11:33
Nabtrade recommendation --DYOR anyway

My view

你写的还是nabtrade copy来的？

dragonballz

bondzh 发表于 2017-3-10 11:39
你写的还是nabtrade copy来的？

Copy from Nabtrade
My view is always the same: for CSL/RHC, just buy if they approach my set point Next round for RHC buying $62.5; CSL $110

bondzh

dragonballz 发表于 2017-3-10 11:47
Copy from Nabtrade
My view is always the same: for CSL/RHC, just buy if they approach my set point ...

才想，在$70买什么，不上不下的

WilsonsProm

chengyongice 发表于 2017-3-9 16:17
昨天买的bhp应该也有分红了吧。
分红多少啊？

昨天买的没有分红

wanghui1015

bondzh 发表于 2017-3-10 11:22
bhp跌破之前下降通道，开始加速下跌，重要支撑在23，企稳可买

$23是第一浪的0.618吧，通常什么情况下会调整到0.382？

bondzh

wanghui1015 发表于 2017-3-10 12:13
$23是第一浪的0.618吧，通常什么情况下会调整到0.382？

对，大概精确点22.7附近。bhp最多50%，图上看不出38.2%的可能。跌破50%，我还不敢买了，有可能就转势了

bondzh

dragonballz 发表于 2017-3-10 11:25
I bought but same as before, no stop-loss for RHC/CSL, just no-brainer holding

如果spx今晚上涨，rhc站稳66，至少得去72.5，如果这次突破了，那就牛了，再加个72。5－66=6。5那么多。不过估计突破不会那么容易

wanghui1015

bondzh 发表于 2017-3-10 12:30
如果spx今晚上涨，rhc站稳66，至少得去72.5，如果这次突破了，那就牛了，再加个72。5－66=6。5那么多。不 ...

最近一周我watchlist上的蓝筹都很抗跌，有种很强烈的蓄势待发感，TWE已经新高，WOW，CCL，QBE，银行股蠢蠢欲动，只是资源股拖累着，WPL，ORG和BHP也调整一段时间了，XJO有结束调整上攻5800的意思吧，过了5800就是要冲6000了。

dragonballz

RHC should drop bit more to let me buy moreToo wimp to buy in the morning

dragonballz

CSL sits above 125, all-time high

I urge CSL to consider another 1 to 3 split

stoneau

dragonballz 发表于 2017-3-10 13:58
CSL sits above 125, all-time high

I urge CSL to consider another 1 to 3 split

我在126的地方准备卖掉。

dragonballz

stoneau 发表于 2017-3-10 14:26
我在126的地方准备卖掉。

My feeling is this year Healthcare sector will have a good booster after 2016's poor performance. Not just CSL has good rebounding, most US/Europe big pharmaceutical companies have good return as well. the ETF, IXJ, has shown the trend already.

stoneau

dragonballz 发表于 2017-3-10 14:31
My feeling is this year Healthcare sector will have a good booster after 2016's poor performance.  ...

真卖掉的话，打算等分红后再买回来，就下周三，快了。

dragonballz

stoneau 发表于 2017-3-10 14:44
真卖掉的话，打算等分红后再买回来，就下周三，快了。

That will be actually another good buying chance for me though

dragonballz

It seems CSL will sit above $126.00 today

Put another buying on RHC at $66.36 just in pre-CSPA phase to see

ningxiaoque

最后时刻补了些RSG@1.265，感觉今晚如果非农数据不是特别亮眼的话，金价有可能报复性反弹一些。

tiansen90904

dragonballz 发表于 2017-3-10 08:16
A2 officially moves into ASX200

龙珠兄，这些调整是每隔多久ASX做一次的？

我注意到SGH要剔除出All Ordinaries。意思是SGH要被踢出下市吗？

dragonballz

tiansen90904 发表于 2017-3-10 16:15
龙珠兄，这些调整是每隔多久ASX做一次的？

我注意到SGH要剔除出All Ordinaries。意思是SGH要被踢出下市 ...

Quarterly S&P will adjust its index. SGH will be Not counted any more in S&P index, but have nothing to do with its trading in ASX.