m*****i
发帖数: 4342 | 1 1) I did not sell one share
2) As I stated before, the book value is over $30, expected earning over 1.
20/share for this year.
3) I expect their US mortgage operation to turn a profit this year
4) They have very profitable mortgage insurance operation in Canada/Austria.
Recently, the currency for both countries are at all time high against US
dollar, so they had some asset appreciation in the last quarter.
5) Their Life insurance sectors did not perform well but still profitable
and they took very strong price action for their LTC(long term care)
business. and they had three consective bad mortality experience quarters
for their personal life insurance after three favorable mortality quarters
In all, I am looking for double digits this year.
Of course, there is no sure thing for any investment. Your money, your
decision.
Also, the company could be down graded by S&P into junk due to the fact that
company was taking the debt for their US mortgage operation. All their
subsidaries are investment grade and will not be affected by the down grade(
this is a little bit complicated). |
a*****s
发帖数: 3643 | |
t******s
发帖数: 378 | 3 名菜牛
我记得上次你是6块左右进的GNW
怎么现在变成7块多的成本了
rollover了？ |
a******e
发帖数: 529 | 4 那是market value和today G/L吧？
名菜大牛是在Pump XIN吗？我是不是太猥琐了？呵呵
【在 t******s 的大作中提到】
: 名菜牛
: 我记得上次你是6块左右进的GNW
: 怎么现在变成7块多的成本了
: rollover了？
|
w********g
发帖数: 171 | |
i*********n
发帖数: 5465 | |
t******s
发帖数: 378 | 7 哦，似乎是，名菜牛威武
大牛不会pump的，他的资金自己就能做庄家
【在 a******e 的大作中提到】
: 那是market value和today G/L吧？
: 名菜大牛是在Pump XIN吗？我是不是太猥琐了？呵呵
|
m*****i
发帖数: 4342 | 8 I actually paid lower 5's.
【在 t******s 的大作中提到】
: 名菜牛
: 我记得上次你是6块左右进的GNW
: 怎么现在变成7块多的成本了
: rollover了？
|
t******s
发帖数: 378 | 9 哎 我在5.8的时候没敢进，还盼着突破，结果这厮一突破，就不回头了
【在 m*****i 的大作中提到】
: I actually paid lower 5's.
|
R****r
发帖数: 609 | 10 赞有理有据.
mark, please.
Austria.
【在 m*****i 的大作中提到】
: 1) I did not sell one share
: 2) As I stated before, the book value is over $30, expected earning over 1.
: 20/share for this year.
: 3) I expect their US mortgage operation to turn a profit this year
: 4) They have very profitable mortgage insurance operation in Canada/Austria.
: Recently, the currency for both countries are at all time high against US
: dollar, so they had some asset appreciation in the last quarter.
: 5) Their Life insurance sectors did not perform well but still profitable
: and they took very strong price action for their LTC(long term care)
: business. and they had three consective bad mortality experience quarters
|
|
|
s**********o
发帖数: 14359 | 11 $30,我不信，GNW主要是受LONG TERM CARE INSURANCE拖累，
基本是在赔钱做，以前为了开拓市场欠下的债，公司情况
还可以，但REVENUE变化不会很大，想翻身不如RDN快 |
s*********d
发帖数: 1998 | 12 民大牛真是好样的。还记得你叫我们怎么抢shortsale的房子。可惜我依葫芦画了两次
瓢，都没搞成。可是你怎么跟菊牛杠上了？
financials基本都是从12月初开始突破的。这一突破后，往上的空间就打开了。所以我
劝大家不要DT不要short。牛市难得，踏空是最大的风险。做空就更危险了。GNW在前期
高位9.68可能会有短期阻力。
Austria.
【在 m*****i 的大作中提到】
: 1) I did not sell one share
: 2) As I stated before, the book value is over $30, expected earning over 1.
: 20/share for this year.
: 3) I expect their US mortgage operation to turn a profit this year
: 4) They have very profitable mortgage insurance operation in Canada/Austria.
: Recently, the currency for both countries are at all time high against US
: dollar, so they had some asset appreciation in the last quarter.
: 5) Their Life insurance sectors did not perform well but still profitable
: and they took very strong price action for their LTC(long term care)
: business. and they had three consective bad mortality experience quarters
|
s*********d
发帖数: 1998 | 13 6.5突破的时候是经典买机。
【在 t******s 的大作中提到】
: 哎 我在5.8的时候没敢进，还盼着突破，结果这厮一突破，就不回头了
|
j******e
发帖数: 294 | 14 unemployment trend will be key for financial stocks in general. if
unemployment rate starts to tick up for a few months due to any kind of slow
down. these stock will fall back very quickly |
m*****i
发帖数: 4342 | 15 可是你怎么跟菊牛杠上了
I really don't know anything I did make him so upset. So far, I have not
even response once of any of his post.
【在 s*********d 的大作中提到】
: 民大牛真是好样的。还记得你叫我们怎么抢shortsale的房子。可惜我依葫芦画了两次
: 瓢，都没搞成。可是你怎么跟菊牛杠上了？
: financials基本都是从12月初开始突破的。这一突破后，往上的空间就打开了。所以我
: 劝大家不要DT不要short。牛市难得，踏空是最大的风险。做空就更危险了。GNW在前期
: 高位9.68可能会有短期阻力。
:
: Austria.
|
m*****i
发帖数: 4342 | 16 According to the company, US mortgage insurance should be profitable in the
1st or 2nd quarter. |
w******7
发帖数: 1079 | |
v***0
发帖数: 5096 | 18 不太看得懂这个公司，暴涨的跟药股一样。
【在 w******7 的大作中提到】
: 盘前7个点。。。名菜大牛。
|
v***0
发帖数: 5096 | 19 any other good pick in this sector?
total
hedge |
