【2017】鸡年交易记录

dragonballz

bondzh 发表于 2017-8-15 11:33
我还在坚持。今年错过好多好多机会，嗨...把鸡蛋放在一个篮子里的策略看来行不通 ...

Both of my previous MYX and RSG had loss about 25%. But I have more confident in healthcare sector, esp pharmaceutical companies. So I kinda transferred money from one to the other to booster my luck

dragonballz

bondzh 发表于 2017-8-15 11:33
我还在坚持。今年错过好多好多机会，嗨...把鸡蛋放在一个篮子里的策略看来行不通 ...

The other lesson is: if really want to put all eggs in one basket, choose a bluechip which was in lower side. I did it for BHP/WBC last month (BHP at 23, WBC at 30) with very good results. Same thing happened when I chose CSL last year (average holding cost only $100 at present )

XPBEAR

ago 可以入吗？

maybeming

2.4买了点ddr，每个季度都有dividend，还不错的感觉

yourock

金价回落。rsg去1块了。cheap 不等于under value. 教训。今年最差的金股。

dragonballz

Close watch CSL today. opened at $120. will buy more then

dragonballz

yep, I cut down RSG again and bought CSL at $120

I would say it is an excellent chance for me to jump boats this time. Next jump would be Westpac going down back to 28-30:

dragonballz

So far, it seems to be a quick but wise decision. CSL recovers

maybeming

dragonballz 发表于 2017-8-16 10:15
So far, it seems to be a quick but wise decision. CSL recovers

i bought some @120 too, average down to 125 now....

经济解释

CBA 能入了吗？目标价$76

maybeming

经济解释 发表于 2017-8-16 10:57
CBA 能入了吗？目标价$76

CBA跌是因为ex-div了，别激动

papayabu

papayabu 发表于 2017-8-11 14:20
我觉得FMG，AGO不错。风险自己衡量把握。

其他在看的都没怎么打折, Telstra等等。vita 也飞了 ...

Vita Group +20% since entry 5 days ago
Telstra +3%

122725635

经济解释 发表于 2017-8-16 10:57
CBA 能入了吗？目标价$76

CBA快了，我打算再等20天观望一下，准备抱半年

maybeming

有大佬们关注CGF吗？卖Annuity的，有个日本公司要出$13+收10%的份额，现在价格12不到，好像还不错

bio

RHC今天不错，啥时候出年报？

maybeming

bio 发表于 2017-8-16 16:00
RHC今天不错，啥时候出年报？

29号出报告，我在犹豫要不要先跑了等报告

Coolbananas

122725635 发表于 2017-8-16 11:30
CBA快了，我打算再等20天观望一下，准备抱半年

期待

dragonballz

maybeming 发表于 2017-8-16 15:52
有大佬们关注CGF吗？卖Annuity的，有个日本公司要出$13+收10%的份额，现在价格12不到，好像还不错 ...

I noticed it for a while. Good investment company. But I would buy MFG instead. When looking backwards, MFG rose about 18 times in 10 years. I stupidly sold all MFG at 23 before it jumped to 25. Now I am looking to buy MFG back

dragonballz

maybeming 发表于 2017-8-16 16:01
29号出报告，我在犹豫要不要先跑了等报告

Then sell it on 28/8/17 and buy them back if drops

dragonballz

maybeming 发表于 2017-8-16 16:01
29号出报告，我在犹豫要不要先跑了等报告

My RHC cost is about $65, so no rush to sell. (I sold 500 shares to release money last month to buy new car though:)

maybeming

dragonballz 发表于 2017-8-16 16:18
I noticed it for a while. Good investment company. But I would buy MFG instead. When looking backw ...

i have JHG on my watch too

maybeming

dragonballz 发表于 2017-8-16 16:20
My RHC cost is about $65, so no rush to sell. (I sold 500 shares to release money last month to bu ...

That's really good entry price! I feel the report will be good but how the market will react to a good report is unknown these days...

dragonballz

maybeming 发表于 2017-8-16 16:22
i have JHG on my watch too

I keeps an eye on it when its name was HGG bit over-priced IMO. When HGG at the time, I traded several times to earn some small profits. I would say its buying point would be around $35. Be patient for UK has trouble again

经济解释

maybeming 发表于 2017-8-16 16:01
29号出报告，我在犹豫要不要先跑了等报告

我也打算年报前逃跑，宁愿错过

maybeming

经济解释 发表于 2017-8-16 16:31
我也打算年报前逃跑，宁愿错过

我仓位小($5000），要不就报告前跑，或者出报告暴跌了就补仓，感觉RHC和CSL都是值得buy dips的好股

SilverRanger

maybeming 发表于 2017-8-16 15:52
有大佬们关注CGF吗？卖Annuity的，有个日本公司要出$13+收10%的份额，现在价格12不到，好像还不错 ...

CGF一直是一个takeover对象, 潜在买家就是日本保险公司。 因为老人多那边的annuity产品一直很受欢迎. CGF跟MS&AD本来就有合作关系, 所以它的确是最合理的买家....

问题是现在他们不是全面收购, 只拿了10%, 对其他潜在买家来说这成了一个障碍, 而且现在拿了10%那么短期之内被收购的可能就降低了

maybeming

SilverRanger 发表于 2017-8-16 16:38
CGF一直是一个takeover对象, 潜在买家就是日本保险公司。 因为老人多那边的annuity产品一直很受欢迎. CGF ...

谢谢分析，今天小买一包，就算不被收购，长期还是看好的，开拓0利率的日本市场应该很有前景

cppbug

大鸭的bhp还hold着没？

papayabu

RSG, wait until late August - end of September

122725635

papayabu 发表于 2017-8-17 09:28
RSG, wait until late August - end of September

Rsg这庄压这么久，如果要涨起来那是真可怕