l***n
发帖数: 812 | 1 BBY
BBBY
DVR
RJET
GNW
SVU
SWY
MSFT
有兴趣的可以聊聊。既然是value pick，自然都有些问题，主要是想avoid value trap
。大家有经验的来谈谈。 |
T*C
发帖数: 5492 | 2 我喜欢safeway，别的暂时没兴趣
trap
【在 l***n 的大作中提到】
: BBY
: BBBY
: DVR
: RJET
: GNW
: SVU
: SWY
: MSFT
: 有兴趣的可以聊聊。既然是value pick，自然都有些问题，主要是想avoid value trap
: 。大家有经验的来谈谈。
|
l***n
发帖数: 812 | 3 另附，除了MSFT，大多数都在下行通道。
market cap range也比较到，从几百个million到几百个billion |
m******u
发帖数: 12400 | 4 刷完牙（=三文鱼=啥玩意=SWY）也不好。
发信人: TSC (特色菜), 信区: Stock
标 题: Re: Looking for next value pick
发信站: BBS 未名空间站 (Thu Jul 19 18:02:16 2012, 美东)
我喜欢safeway，别的暂时没兴趣 |
m******u
发帖数: 12400 | 5 陆灿出山，不同凡响。欢迎归位。
陆灿兄，听凯文说，你大婚了。特此恭喜！祝，白头偕老，早生贵子。 |
v*****k
发帖数: 7798 | 6 BBY : dead meat. Killed by online shopping. waiting for privatization
BBBY : I like it, but this one is closely related to the real economy. You
have to believe the economy will boom, which I don't.
DVR: no idea.
RJET: no airlines for me. This one is just the opposite of DVR?
GNW: hard to say. The water in financials is too deep...
SVU: too dangerous
SWY: same as svu but should be better. I am not good at pricing. What price
do you think is good?
MSFT: Good but is it really undervalued?
How about ezpw and payday loan biz? |
b******r
发帖数: 16603 | 7 I did look at GNW/SWY a while ago. If MTG/RDN or SVU filed bankcrupcy, might
be turning points for GNW and SWY.
BTW, very surprised to see BBBY in this list. Totally different situation.
Looking at DF now. Not sure what's going on with it. |
l***n
发帖数: 812 | 8 啥归位，听着像归西。：）
还没结呢，刚定！不过多谢多谢，蛮奇怪的，bbs上的人都知道了.....世界太小，还是
stalker太多
哈哈
【在 m******u 的大作中提到】
: 陆灿出山，不同凡响。欢迎归位。
: 陆灿兄，听凯文说，你大婚了。特此恭喜！祝，白头偕老，早生贵子。
|
l***n
发帖数: 812 | 9 A quick response:
这些公司range本来就挺大,有的financial看着很漂亮，但是从横向（和本行业）或者
纵向（和历史数据比），现在的股价还是比较便宜。比如BBBY，当然housing market疲
软，以及其discretionary消费品的本质，让未来不可预期。
也有一些大loser,SVU, SWY都是债务比较高，不容易让大家看上眼，不过富贵险中求，
另外也要看大家对大盘未来走向的判断。
光看数据也没啥意思，还是想听听大家的stories. |
v*****k
发帖数: 7798 | 10 How about EZPW and payday loan biz?
【在 l***n 的大作中提到】
: A quick response:
: 这些公司range本来就挺大,有的financial看着很漂亮，但是从横向（和本行业）或者
: 纵向（和历史数据比），现在的股价还是比较便宜。比如BBBY，当然housing market疲
: 软，以及其discretionary消费品的本质，让未来不可预期。
: 也有一些大loser,SVU, SWY都是债务比较高，不容易让大家看上眼，不过富贵险中求，
: 另外也要看大家对大盘未来走向的判断。
: 光看数据也没啥意思，还是想听听大家的stories.
|
|
|
l***n
发帖数: 812 | 11 BBY: a catalyst might be tax on online shopping. I agree it is kinda a long
shot but sometimes long shots bring the most profits.
BBBY: I see what you like. EZPW, MSFT.... solid financial numbers. Some
stable gains if the entry point is right.
RJET is kinda of a special airline. I like it local/regional in the current
macro env.
GNW: I am always scared of financials but always tempted.
SVU/SWY: Don't know. the debt is a big concern.
MSFT: it is if you look at its valuations ratios in history. Now it is low
and for a reason too.
price
【在 v*****k 的大作中提到】
: BBY : dead meat. Killed by online shopping. waiting for privatization
: BBBY : I like it, but this one is closely related to the real economy. You
: have to believe the economy will boom, which I don't.
: DVR: no idea.
: RJET: no airlines for me. This one is just the opposite of DVR?
: GNW: hard to say. The water in financials is too deep...
: SVU: too dangerous
: SWY: same as svu but should be better. I am not good at pricing. What price
: do you think is good?
: MSFT: Good but is it really undervalued?
|
l***n
发帖数: 812 | 12 EZPW looks good in the numbers. But I don't really know this business well.
【在 v*****k 的大作中提到】
: How about EZPW and payday loan biz?
|
v*****k
发帖数: 7798 | 13 Gao Li Dai. They lend small amount of loans ($100-300?) and charge ~300%
interests. Guess how many americans have less than $1000 savings? I have
some numbers but not sure which one is right. The median answer is 50%
【在 l***n 的大作中提到】
: EZPW looks good in the numbers. But I don't really know this business well.
|
k********8
发帖数: 7948 | 14 无脑GNW
* housing mkt stablize
* strong dollar mega trend in development
SWY also good
maybe half half
trap
【在 l***n 的大作中提到】
: BBY
: BBBY
: DVR
: RJET
: GNW
: SVU
: SWY
: MSFT
: 有兴趣的可以聊聊。既然是value pick，自然都有些问题，主要是想avoid value trap
: 。大家有经验的来谈谈。
|
k********8
发帖数: 7948 | 15 i just did easy lipwork.
i have no concrete knowledge about their operations.
all i said is just some of my vision on macro economy
be |
v*****k
发帖数: 7798 | 16 I bet you buy a lot groceries from swy. dont ya?lol
【在 k********8 的大作中提到】
: i just did easy lipwork.
: i have no concrete knowledge about their operations.
: all i said is just some of my vision on macro economy
:
: be
|
k********8
发帖数: 7948 | 17 yes. from VONS.
I buy lots of dairy products like yogurt and fruit juice from them. i guess
they make good money from me... =/
【在 v*****k 的大作中提到】
: I bet you buy a lot groceries from swy. dont ya?lol
|
s**********o
发帖数: 14359 | 18 GNW不只做MORTGAGE吧，还做LIFE INSURANCE，以前做INVESTMENT，卖掉了 |
X*********r
发帖数: 11803 | 19 Li hai
trap
★ 发自iPhone App: ChineseWeb - 中文网站浏览器
【在 l***n 的大作中提到】
: BBY
: BBBY
: DVR
: RJET
: GNW
: SVU
: SWY
: MSFT
: 有兴趣的可以聊聊。既然是value pick，自然都有些问题，主要是想avoid value trap
: 。大家有经验的来谈谈。
|
r*m
发帖数: 16380 | |
|
|
l***n
发帖数: 812 | 21 LTC is the core business and got greedy with mortgage.
【在 s**********o 的大作中提到】
: GNW不只做MORTGAGE吧，还做LIFE INSURANCE，以前做INVESTMENT，卖掉了
|
x*********n
发帖数: 28013 | 22 用我的方式筛选了一遍，只有最后2个我会进入下一步筛选。 |
l***n
发帖数: 812 | 23 swy and msft?
hmm, what's ur acceptance criteria? very curious!
【在 x*********n 的大作中提到】
: 用我的方式筛选了一遍，只有最后2个我会进入下一步筛选。
|
x*********n
发帖数: 28013 | 24 防网页查一查FA，几个参数指标，如果有一个太差，直接pass掉。
cap太小的，价格太低的直接pass掉。
我现在做的短线很杂，长线我的最低要求是cap大于20B
【在 l***n 的大作中提到】
: swy and msft?
: hmm, what's ur acceptance criteria? very curious!
|
s******e
发帖数: 696 | 25 All these are not good company. Too expensive as ciga butt, and not cheap
given their poor fundamental.
trap
【在 l***n 的大作中提到】
: BBY
: BBBY
: DVR
: RJET
: GNW
: SVU
: SWY
: MSFT
: 有兴趣的可以聊聊。既然是value pick，自然都有些问题，主要是想avoid value trap
: 。大家有经验的来谈谈。
|
b******r
发帖数: 16603 | 26 looking too much and didnot take any action..
This is the story of missing DF.
might
【在 b******r 的大作中提到】
: I did look at GNW/SWY a while ago. If MTG/RDN or SVU filed bankcrupcy, might
: be turning points for GNW and SWY.
: BTW, very surprised to see BBBY in this list. Totally different situation.
: Looking at DF now. Not sure what's going on with it.
|
