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b********2
发帖数: 546 | 2
起诉gpro抄袭外观设计，不是啥重要核心玩意，市场显然不是很在意 |
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f*********9
发帖数: 1986 | 3
同学，你这种心态典型的小散心态，辛苦的要死，赚不到大钱，只是给Broker贡献交易
费了。要沉住气，再稳一些。 |
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f*********9
发帖数: 1986 | 4 update一下，把昨日25.00进的1000股刚才在25.8抛了，again,不是没有信心,swing
trade而已。 |
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f*********9
发帖数: 1986 | 6
出掉一些昨天进的27的call, Nov 28的call还捏着(昨天也增持了30手）。觉得本周或
下周会上27的，到时候再出掉剩下的call. |
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f*********9
发帖数: 1986 | 8 这两日swing trade 做的不错，刚才24.85又捡回来了1000股，加买27的call |
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m*****e
发帖数: 1054 | 10 谢谢更新！
昨天有人在大千贴他家展览会的照片， 真酷呀，对他有信心！ |
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F****5
发帖数: 128 | 11 渔夫先生请教一下，你24.85买的是打算DAY TRADE 还是拿几天？多少出货？ |
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g*****1
发帖数: 1121 | 12 我擦，大千看多么，以下叛逆可了。。。
大千现在是做什么什么亏非 |
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f*********9
发帖数: 1986 | 14
provides
July
in
涨的时候，basher 就集体失声，跌的时候就都出来了……真的猛士是敢于逆势而为，
涨的时候泼点冷水保持冷静，跌的时候坚定不移。我不是一个纯粹的day trader,没有
良好的基本面，不做好FA的功课我是不会碰一只股票的。我也没叫你买了股票就hold
to death,再牛的股票也不能刻舟求剑，要灵机应变。 |
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f*********9
发帖数: 1986 | 15
看走势如何，现在不好说。今天过夜是需要的，要赚大钱就要敢于过夜。初步打算26附
近出。 |
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e*********r
发帖数: 337 | 16 I would not call myself a basher... I formulate my opinion based on numbers
, facts and rational analysis. For gopro, a one-product company that just
missed estimates and guided lower, not to mention its high P/E with
decelerating growth, as well as low institutional ownership... I don't think
it has 良好的基本面.
as someone who has been holding AAPL since the 1990s, and added more in
2008, 2013, and during the recent months in 2015, I know perfectly what you
mean by 坚定不移. |
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f*********9
发帖数: 1986 | 17 很想知道从上周三ER 出来以后开始烧的新熊过的怎么样？量不小，他们要把股价打下
24.6再cover才会有利可图。已经一周了，可股价和ER出来后的最低点没什么太大的变
化，今天是你们最后一次尝试，可惜到目前为止，量并不是很大，熊熊的心态很值得揣
摩一下，你们打算什么时候cover? |
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j**********5
发帖数: 5878 | 18 目前算是短期的超跌价，可入，这波行情大概在28左右出货， |
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f*********9
发帖数: 1986 | 20
估计得等很长一段时间了，别傻等呀， 你得做点什么,avg down 呀，27-28这个区间是
近期内很有可能hit到的，33就不好说了。 |
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n***i
发帖数: 777 | 21 大牛 avg down 虽说降低成本，但是却也加了很大的筹码，万一上不来怎么办啊。我不
想在一个股票上筹码越来越多啊。 |
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f*********9
发帖数: 1986 | 22 Bullish signal 正在形成，耐心点。熊军那么卖力也没砸下去（真的很佩服操盘的MM
，控制的很好），快收市了还是那么可怜的量，严重的缩量，显示反转在即。 |
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z*****o
发帖数: 45 | 24 没发出去么？
我之前发 下午还有一跌，今天牛的margin call 肯定还有一跌。今天正好ER后第五天
明天可能反弹 |
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F****5
发帖数: 128 | 25 听渔夫哥的话，我刚才在24，66买了1000股，跟着渔夫哥走，啥时你要卖了，通知一声
！ |
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F****5
发帖数: 128 | 26 听渔夫先生的话，我刚才在24.66也买了1000股。跟着渔夫哥走，你什么时候出货通知
一声！ |
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F****5
发帖数: 128 | 27 听渔夫先生的话，我刚才在24.66也买了1000股。跟着渔夫哥走，你什么时候出货通知
一声！ |
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f*********9
发帖数: 1986 | 28
吖的，敢情你们买的都比我便宜呀，这次让你占便宜了，以后我买不喊了，等你们买了
我再买。 |
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F****5
发帖数: 128 | 29 渔夫哥你是大牛，天天赚大钱 ，我们只是跟在你屁股后面拣点你牙逢掉下的渣渣的小
青蛙，你不要与我们一般见识。我们都听你喊，你不喊我们就瞎咪 了。 |
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f*********9
发帖数: 1986 | 30
别忘了给刚买的股票设一个$29的GTC open order, 让熊熊借不到股票烧。收盘如果重
新站上25.02的话，熊军的日子就相当难过了 |
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z*****o
发帖数: 45 | 31 margin call一过，MM就开始拉了。坚决不给散户上车 |
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e*********r
发帖数: 337 | 32 Wishful thinking should never be the basis for your trade... The reality is
this: former support at $25 now becomes a resistance... not a good sign.
I am shocked that there are actually folks blindly following Fisher's trade.
.. this is not going to end well. Mr. Fisher, it would be prudent for you
to tell your followers what the worst case scenario is for GPRO so that they
can evaluate for themselves if they have the risk appetite to follow
through on this trade. |
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f*********9
发帖数: 1986 | 33
is
trade.
they
Do you ever look at the volume before drawing the trending conclusion? No
volume no worry! Just watch what's gonna happen in next couple trading days.
Btw, whoever followed me bought at 24.66, they already made some small
money, and they are gonna be even richer tomorrow. |
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e*********r
发帖数: 337 | 34 risk management... my friend... is more important. Share with your followers
what your worst fear is with GPRO trade.
I could care less... it's for the benefit of your followers.
days. |
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f*********9
发帖数: 1986 | 35
followers
All I can say is your money your decision! If you see huge down trending,
you dare to short now?！It seems less risk for short selling this stock to
you. |
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f*********9
发帖数: 1986 | 36 顺便问一句，那位仁兄知道Exchange 的short name "Q"代表哪一家公司，发现gpro的
大庄是通过这家exchange在玩左右手互博，自己支个大卖单来封顶，一会又自己支个大
的买单来托底，实在可恨。可惜我的平台看不到这家公司的全名。 |
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e*********r
发帖数: 337 | 37 Ok, now comes the YMYD disclaimer.
You forgot? I am not a trader and I am disciplined enough not to short
anything.
After having shared so much, why is so difficult for you to tell those who
have blindly followed you from $30+ all the way down here what your worst
case scenario is for GPRO? I am sure some of them would like to know your
valued opinion. |
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e*********r
发帖数: 337 | 38 An exchange does not serve to one single client only. The big sell orders
and the big buy orders may well be sent out by different clients. Pure
speculation as such should not be the basis for your trade. |
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n***i
发帖数: 777 | 39 发现做股票要研究一下庄的心理。现在回想一下，如果25是个真底，那么明显的话，那
么小散岂不是都上来了。如果是25新进场的人，一定会设止损的，如果是已经深套的人
可能不会被这样震出去。
还有大牛我想问你一下，你从不担心这个公司会一蹶不振了吗？这种例子也不少，比如
yelp，groupon，etc
gpro的基本面还是很好地，而且我觉得他们的ceo是有vision的，不然也不可能一手把
公司带成这样 |
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f*********9
发帖数: 1986 | 40
I know what exchange is, need to identify exc first, then some exc allows
their VIP client (at firm level) to see which firm is actually buying/
selling the stock. |
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f*********9
发帖数: 1986 | 41
you don't read my report carefully, let me tell you again, the worst case
scenario is to be sold to Apple/FB/Microsoft/Google at price at least 40
above. |
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e*********r
发帖数: 337 | 42 still meaningless info --- a firm serves to multiple clients as well. You
can not assume those clients share the same agenda on GPRO. |
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e*********r
发帖数: 337 | 43 lol.... we are talking about the worst case scenario, not the best case
scenario.
Man! you are worse than I thought. |
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f*********9
发帖数: 1986 | 44
像Gpro这种公司基本上就是cash cow,一个摄像头能有多少成本啊，小米的售价连gopro
的十分之一都不到，就已经有得赚了，你想想他的margin是多大啊？比iphone还好赚！
有300mil拿得出来buyback的公司，你还担心他短期内会倒了不成？yelp groupon之流
其实啥也没有，只是手上有大批的用户，圈了一批人而已，刚开始圈人容易，散人也容
易，新鲜感过了就没人用了，他们的盈利也只能靠商家给的广告、和交易的提成，
margin有多少自己都想的出来，和gpro根本没法比。再者gpro再不济，找个有钱人嫁了
一点都不难。如果有人想收购的话，现在是最好的时机，当年FB花天价买WhatsApp 就
是一个joke,还不如来买便宜又实在的gpro. |
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f*********9
发帖数: 1986 | 45
firm level is good enough since this is for information only. |
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f*********9
发帖数: 1986 | 46
why don't you tell everybody what the worst scenario is, then let time tell
you who is right. |
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n***i
发帖数: 777 | 47 关于收购，我看到的消息是 这个价位 很多人都想买，但是gpro现在不肯卖，现在卖肯
定是贱卖。所以我觉得卖公司是worst scenario 还是比较合理的。 gopro的品牌已经
做出来了，相信光品牌的价值 加上 youtube No 1 channel的价值就应该不少，再加上
这个公司利润率很高。这次er其实 revenue year over year 还是增长了 45%，这种跌
法也真是无语了
当年google 3B 买了 NEST，是收购之后我才知道这个公司的。现在gopro市值才3.54B
，难道它的品牌，产品还不值一个NEST
gopro |
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z*****o
发帖数: 45 | 48 25这个底之前我就觉得守不住，本来还以为要去24.3$，结果熊熊只砸到24.62，熊熊用
尽最后的力气也没砸下去，看来也就这样了。明天怎么样都会涨一下，15天后的收盘就
看明天的rally有多高了。 最不济也应该收在26左右。
现在这个价格GPRO，市值才3.5B不到，PE更是只有16.5. Nasdaq 100都有20的PE。 虽
然长线不知道他们的无人机，VR，和media做的怎么样（得看Q4以后的财报以后再说）
，短期
回调是应该的。 |
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e*********r
发帖数: 337 | 50 Since you asked for it… I am happy to provide it.
Worst case scenario:
Products do not gain mainstream appeal, slower sales, increased marketing
cost, pricing pressure from competitors, margin compression --- lower
earnings. Current annual earning is about $150 millions, not that much by
the way. In the worst case scenario, the earnings could be shaved down to $
100 million, giving EPS approximately $1.00.
Growth deceleration --- P/E contraction from current 20 down to 15, for a
one-product har... 阅读全帖 |
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