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S**V
发帖数: 405 | 11 这个sony明显更好嘛。不过这个加了tax要700，比那个联想贵了75%。
+VAIO+Laptop+/+Intel%26%23174%3B+Core%26%238482%3B+i3+Processor+/+15.5%22+
Display+/+4GB+Memory+/+320GB+Hard+Drive+-+Silvery+White/1021765.p?
id=1218209983093&skuId=1021765 |
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P***0
发帖数: 368 | 29 你说的很在理。不过我有几点想补充。
(1) 假设一个点子要变成一个产品，需要兼容 1000种环境的话，每种环境你成功的概
率95%，你算算你失败的概率多大
The point is prospecting. You do not want to find everybody to be your
client. If you think there are 1000 different cases to deal with, are they
equally important? Perhaps you only need to deal with a small fraction (e.g
. 10) to start a marketable niche. In that case, your success rate is
greatly improved and thus your productivity.
(2) 点子变成产品，至少需要 经过 设计+推广 两个必须的过程，另外还需要客服的繁
琐工作.
Yes it is very difficult for a s... 阅读全帖 |
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j*****7
发帖数: 4348 | 30 顺便说下OSK:
1, 我当时一看消息. 若只是一个1.06B的合同. 对一个有2.5B债务的公司, 那不算什么
. 就是PUMP一下就会下去.
2, 我从字里行见读出了, 很快军队还要采购. 虽然分析师傅说不一定给他. 但凭着我
对军事的理解. 我断定, 这次合同是3B. 若3B的合同我觉得他能到28.
3, 我对这个合同的大背景做了很神的研究. 觉得想象空间极大. 我估计HYPE的话, 至
少是12个B.
4, 做到这一步我就发贴了, 说会走出RIMM的走势.
5, 随后我又看到更多的消息和随后的走势, 验证了我的推断. 3个B都是OSK的. 而且7
月就会出来.
====================
特意要强调的是:
这公司我现在不担心他回调, 不担心大势不好. 但有一件事情, 就是也许会做OFFER.
做OFFER就会掉一下. 但可能炒的更高. |
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n******8
发帖数: 317 | 31 版主让另开一贴,从命,希望对大家有帮助.
这个股票非常邪, 我在上面已经损失5盏金灯,奉劝没买的不要犯同样的错误. 可能上升
, 但是SHORT INTEREST巨大,我怀疑是CITADEL这个烂人.
28B的房产贷款, 12%的DEFAULT, 这就损失3B, 如果剩余的有3%的SPREAD, 也不过是0.
75B的盈利, 假如那3B可以收回50%, 那也有1.5B的损失, 财务报表看就算象本季度一样
盈利,也不过是1B的本业盈利. 1B+0.75B-1.5B=0.25B的盈利. 这是非常好的情况, 3%的
SPREAD已经很高, 假如地产市场进一步恶化, 或者增加利率,那么有死无生. 要是没有
6B的现金, 现在就已经和ABK一起归西了.
我投资以后亏钱以后才做研究, 这是屡次犯的错误, 不过希望没有购买的不要犯我的错
误, 如果事先我做点研究,绝对不会购买.主要是道听途说,加上在C上有很大盈利,所以
利令智力昏. 这个公司理论上应该倒给买家钱, 我想找到这样的冤大头的机会很小. 这
个价格实际上看是已经破产的价格. 理论上已经破产
了.
近期可能有小反弹, 赚了钱的人就可以走了. |
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g***l
发帖数: 18555 | 32 AIB需要CAPITAL,已经卖了很多资产，不过还需要3B，政府已经占股60%+，再要3B的话
基本上是被政府控制了。
United We Stand Allied We Fall With (NYSE: AIB)
Allied Irish plummeted nearly 30% on Thursday morning trade as investors
absorbed the news that the government would be acquiring a a majority stake
in the lender. It was reported that AIB will need another 3 billion euros of
fresh capital. AIB has already received .5bn in capital from the
government.
The government's talk is that AIB will have a new beginning at some point.
There are plan |
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I****m
发帖数: 771 | 33 Earnings: Tuesday Before Open
Dollar Thrifty Automotive Group (DTG): Q3 EPS of $1.51 beats by $0.03.
Revenue of $443M (+1%) vs. $456M. (PR)
Fresh Del Monte Produce (FDP): Q3 EPS of $0.22 misses by $0.05. Revenue of $
793M (+3.5%) vs. $798M. (PR)
Genesee & Wyoming (GWR): Q3 EPS of $0.53 beats by $0.03. Revenue of $157M (+
14.7%) vs. $158M. (PR)
Medco Health Solutions (MHS): Q3 EPS of $0.91 beats by $0.03. Revenue of $16
.3B (+10.3%) vs. $16.1B. (PR)
Mednax (MD): Q3 EPS of $1.06 beats by $0.01. Re... 阅读全帖 |
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r***l
发帖数: 9084 | 34 yoku: 4.3B
dang: 1.5B
qihu： 2.7B
renn: 5.0B
sina:7.1B
sohu: 3B
cyou:2B
ntes: 5.9B
ok, ntes/sohu＋cyou/sina都是赚钱机器，市值平均在6B左右。 renn/yoku俩值4-5B,
are they worth of so much money? your call. |
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d********0
发帖数: 5142 | 35 ● 又一次？(5b) 1/337 diep
2011-10-20 lulumm
10-20 23:40
52 ● 改成3.9了？(0b) 1/345 roc
2011-10-20 aloeoos
10-20 23:38
53 ● 急问路况 (转载)(229b) 0/217 majia111
2011-10-20 --
54 ● 硅公硅婆都是富人(82b) 4/1344 rainhard
2011-10-20 spinoffle
10-20 23:36
55 ● 这个比下午的猛，横波纵波隔了3秒(17b) 4/999 mousemice
2011-10-20 mousemice
10-20 23:33
56 ● G家的题目有人做出来了吗？ (转载)(182b) 1/395
ChinaGirl
2011-10-20 ChinaGirl
10-20 23:29
57 ... 阅读全帖 |
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a********t
发帖数: 4508 | 36 如果整体有$100B，那$3B的loss显然是低估了。
如果整体有$30B，那$3B恐怕也低估了。
我猜（拍脑门儿地）全部的loss应该在$6B。JPM只不过是在一点点通过Mark to market
来宣布。
真正的盈亏4个月后见。拭目以待。 |
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p*********r
发帖数: 4593 | 37
Exactly, plus some banks are extremely undervalued. Take Citi as an example.
C is traded at around 50% of tangible book value. PE is only 6-7 based
on Monday's earning. It made around $3B profit. $3B x 4 = $12B/year.
Market Cap is less than $80B. Basically, if C can consistently make $12B/
year, it can use the profit to buy back all its shares in 7 years. |
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s*****n
发帖数: 5488 | 38 一个游戏公司，如果一旦失宠就是一台烧钱机器。
znga每季度烧钱至少是0.2B.什么鸟公司化这么多钱？
资产，老楼0.6B.一堆good well,都是没有人要的。统统按一年前的估算。大概净资产
是1.3B
对了，znga还抄国债，所以，净资产考虑到风险也就是1.2b.
那么znga最糟糕的情况下，可以挺6个季度。average一下好年经，估计可以挺伤三年。
现在市值2.1b，我估计的合理市值是0.3B.也是说，跌倒8毛可以买了。 |
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r*m
发帖数: 16380 | 39 美国3B人口，没人给它5毛，就是1.5B。
GRPN现在居然还有3B市值，再腰斩一次那也是大家客气。 |
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s**********o
发帖数: 14359 | 40 3B的BOND按照5.25，有了3B的BOND去收购CLWR，5B按7.3买，这才是10B，还有13B呢,
这些价都是SPRINT手上股的价格吧，跟市场价没什么关系 |
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l******2
发帖数: 5522 | 41 这笔帐这么算：
每股$10增发股票， 就算一共100M股， 一共能筹$1B的现金。 加上现在$2B的equity,
一共$3B帐面价值。
增发后，$3B帐面价值 / 320M股票 = 每股$9.3的book value, 这和现在每股$10.3的
book valve很接近。
但是将来的每股盈利将会被dilute， 但是如果你在这个价位买JCP还是非常划算。 |
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y***k
发帖数: 1078 | 42 我仔细比较了一下，好像两个的计算主要有一下的不同：
1. 在估价18块的那篇，它提到：
By going back to couponing and low-end private label brands that its old
customers liked, it is conceivable that JCP could get back to $15 billion of
top line - a little better than half way back. It also seems possible that
JCP could get back to a 11% EBITDA multiple on that sales base or $1.65
billion. 6x that number is $9.9 billion. I am going to assume it burns
through all the money just raised until break even hits and use the
Bloomberg net debt n... 阅读全帖 |
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q*****y
发帖数: 470 | 43 getting worst
Intel's revenue guidance in-line, but margin guidance light
Intel (INTC) expects Q1 revenue of $12.3B-$13.3B, in-line with a $12.8B
consensus. Full-year revenue is expected to be flat; that's slightly below a
consensus for 1.2% growth, but matches prior guidance for flat 2014 revenue
/EPS growth.The chip giant is maintaining 2014 capex budget of $11B (21% of
revenue guidance).Q4 gross margin was 62%, -40 bps Q/Q and +400 bps Y/Y, and
above a guidance midpoint of 61%. However, gross... 阅读全帖 |
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q*****y
发帖数: 470 | 44 getting worst
Intel's revenue guidance in-line, but margin guidance light
Intel (INTC) expects Q1 revenue of $12.3B-$13.3B, in-line with a $12.8B
consensus. Full-year revenue is expected to be flat; that's slightly below a
consensus for 1.2% growth, but matches prior guidance for flat 2014 revenue
/EPS growth.The chip giant is maintaining 2014 capex budget of $11B (21% of
revenue guidance).Q4 gross margin was 62%, -40 bps Q/Q and +400 bps Y/Y, and
above a guidance midpoint of 61%. However, gross... 阅读全帖 |
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O**l
发帖数: 12923 | 45
开始卖了一部分2.3b 现在再卖3b
基本收回了一半 当时主要为了专利 现在留下了10000多个专利没卖 |
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p*********r
发帖数: 4593 | 46 It's true C missed earning estimates, but it still can make near $3B/quarter
. Not many companies can make $3B/quarter with market cap at around $140B.
The weak earning give a good opportunity to buy C at
current price.
C is trading below its tangible book value, which is around $55. |
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m********t
发帖数: 13072 | 47 2B，顾名思义，不是1B，也不是3B
是1B他弟弟，3B他哥哥！ |
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l*********g
发帖数: 1729 | 48 算了一下，很便宜，就是搞不懂为什么不涨。
cash 1.8b
115m shares of WB = 2.3b(目前）
加上ipo以及卖给alibaba的股票（从曾经的差不多80%到差不多57%的WB)，好像还有0.
6b?
即使不算其它的任何投资和本身的价值，这些就止差不多 (1.8b+2.3b+0.6b)/67m =
70/share. 如果加上其他的价值算1b,至少要到85/share 阿。
不明白为什么一直跌？我恐慌割肉了，不知道要不要下星期买回来。 |
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r***k
发帖数: 13586 | 49 难道你认为融资前市值3B的公司，融了300M资金却给出去50%的股份？这样的融资会有
人干？你给出去50%的股份，当然也要融回来3B。你如果只给出去10%的股份，那可以考
虑只融300M回来。 |
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c*******9
发帖数: 6411 | 50 more than 3B market capital, 3B is a lot, a lot of money |
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