t****e
发帖数: 24 | | x********u
发帖数: 1118 | 2 股票还是买put?
【在 t****e 的大作中提到】
: 原因只有一个，雪球上赌财报好
: 的散户太多了
| t****e
发帖数: 24 | 3 我是直接short股票。50股小赌怡情。对公司没研究
【在 x********u 的大作中提到】
: 股票还是买put?
| h**********5
发帖数: 5355 | 4 财报估计是泻了，下面就看mm怎么玩了。
【在 t****e 的大作中提到】
: 原因只有一个，雪球上赌财报好
: 的散户太多了
| l******r
发帖数: 4021 | 5 beat还是miss？
【在 h**********5 的大作中提到】
: 财报估计是泻了，下面就看mm怎么玩了。
| r***l
发帖数: 9084 | 6 I think qihu will blow out their own guidance and MM's estimate, but even
that happens, it doesn't necessarily mean its price will soar or even qihu
rises big time after ER, can it hold on? (look at sina).
I would argue, for qihu, we'd better play post-ER game. If plunge, buy it
unless ER is a disaster.... If go high after ER, short it. If piggy, forget
it. No matter what, it is pretty risky, staying away is a not bad idea. | h*****7
发帖数: 6781 | 7 rival大牛太耐斯了
收藏了
forget
【在 r***l 的大作中提到】
: I think qihu will blow out their own guidance and MM's estimate, but even
: that happens, it doesn't necessarily mean its price will soar or even qihu
: rises big time after ER, can it hold on? (look at sina).
: I would argue, for qihu, we'd better play post-ER game. If plunge, buy it
: unless ER is a disaster.... If go high after ER, short it. If piggy, forget
: it. No matter what, it is pretty risky, staying away is a not bad idea.
| g********7
发帖数: 1145 | 8 rival大牛，对ctrp有研究么？最近跌个不停，qunr也不怎么样呀。
sina没有啥新故事可以讲，qihu故事还挺多的，buy dip的人会不少。
forget
【在 r***l 的大作中提到】
: I think qihu will blow out their own guidance and MM's estimate, but even
: that happens, it doesn't necessarily mean its price will soar or even qihu
: rises big time after ER, can it hold on? (look at sina).
: I would argue, for qihu, we'd better play post-ER game. If plunge, buy it
: unless ER is a disaster.... If go high after ER, short it. If piggy, forget
: it. No matter what, it is pretty risky, staying away is a not bad idea.
| h**********5
发帖数: 5355 | 9 应该是beat吧，要不干吗那么多急着入场呢。。。
【在 l******r 的大作中提到】
: beat还是miss？
| V******n
发帖数: 881 | 10 good call
thanks for sharing
forget
【在 r***l 的大作中提到】
: I think qihu will blow out their own guidance and MM's estimate, but even
: that happens, it doesn't necessarily mean its price will soar or even qihu
: rises big time after ER, can it hold on? (look at sina).
: I would argue, for qihu, we'd better play post-ER game. If plunge, buy it
: unless ER is a disaster.... If go high after ER, short it. If piggy, forget
: it. No matter what, it is pretty risky, staying away is a not bad idea.
| | | r***l
发帖数: 9084 | 11 i think qunr is way overvalued if you use ctrp as a benchmark. But on the
other hand, ctrp is not cheap either at this price. For qihu, i think the
current price is fair or even somewhat underpriced. Finally, I have to pump
ntes again, hehe, nobody can compare to ntes in term of valuation.
【在 g********7 的大作中提到】
: rival大牛，对ctrp有研究么？最近跌个不停，qunr也不怎么样呀。
: sina没有啥新故事可以讲，qihu故事还挺多的，buy dip的人会不少。
:
: forget
| g********7
发帖数: 1145 | 12 中国整个travel市场潜力太大了，ctrp qunr长远来看都会受益。
pump
【在 r***l 的大作中提到】
: i think qunr is way overvalued if you use ctrp as a benchmark. But on the
: other hand, ctrp is not cheap either at this price. For qihu, i think the
: current price is fair or even somewhat underpriced. Finally, I have to pump
: ntes again, hehe, nobody can compare to ntes in term of valuation.
| t****e
发帖数: 24 | 13 covered at $82, got a free lunch from QIHU :) | m****r
发帖数: 5435 | 14
pump
大牛认为kndi如何？
【在 r***l 的大作中提到】
: i think qunr is way overvalued if you use ctrp as a benchmark. But on the
: other hand, ctrp is not cheap either at this price. For qihu, i think the
: current price is fair or even somewhat underpriced. Finally, I have to pump
: ntes again, hehe, nobody can compare to ntes in term of valuation.
| r***l
发帖数: 9084 | 15 forget small IT zhonggai. If you can make money from zhonggai, sina/bidu/
sohu/qihu those big names are more than enough for you. If you can't make
money from zhonggai, playing little boys just make you lose quick.
【在 m****r 的大作中提到】
:
: pump
: 大牛认为kndi如何？
| m****r
发帖数: 5435 | 16
ok。我看好kndi。赌一下。
【在 r***l 的大作中提到】
: forget small IT zhonggai. If you can make money from zhonggai, sina/bidu/
: sohu/qihu those big names are more than enough for you. If you can't make
: money from zhonggai, playing little boys just make you lose quick.
| r***l
发帖数: 9084 | 17 one time betting, nobody knows. But in the long run, this is not the way to
make money.
【在 m****r 的大作中提到】
:
: ok。我看好kndi。赌一下。
| m****r
发帖数: 5435 | 18
to
主要是我很喜欢这个小车，cute。而且微公交这个主意也好：
【在 r***l 的大作中提到】
: one time betting, nobody knows. But in the long run, this is not the way to
: make money.
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