tag:blogger.com,1999:blog-28838839.post6562875758870415356..comments2024-03-28T20:38:41.305+08:00Comments on 市場先生自語: 回應網友alyeung2000的私人留言市場先生http://www.blogger.com/profile/16233063454441287643noreply@blogger.comBlogger19125tag:blogger.com,1999:blog-28838839.post-48104907950057088142008-03-22T00:41:00.000+08:002008-03-22T00:41:00.000+08:00回應無名士: 現價8.19的#3328交行我覺得唔算貴.回應DEK : 3328 和3968我都有貨...回應無名士: 現價8.19的#3328交行我覺得唔算貴.<BR/><BR/>回應DEK : 3328 和3968我都有貨, 真係要2選1, 我選3328.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-23525585437539436612008-03-20T00:47:00.000+08:002008-03-20T00:47:00.000+08:00Mr. Market,I'm currently buying 945 monthly alread...Mr. Market,<BR/><BR/>I'm currently buying 945 monthly already. I want to add 1 more stock, which one is better, 3328 or 3968? Or it doesn't really matter, similar to 2628 & 2318?<BR/>Appreciate in advance.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-68516956338603989622008-03-19T10:00:00.000+08:002008-03-19T10:00:00.000+08:00Hello Mr. Market,How can you access a stock is wor...Hello Mr. Market,<BR/><BR/>How can you access a stock is worth to buy? I'm also considering to buy 3328. However, the PE ratio is around 30, which is a lot higher than other banks such as HSBC and Standard Chartered. Is 3328 kind of expensive now?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-5785819559126039442008-03-19T00:48:00.000+08:002008-03-19T00:48:00.000+08:00回應ET仔, des, Andrew: 多謝支持.回應無名士: 多謝你的包容.回應隨笈和ngkf :...回應ET仔, des, Andrew: 多謝支持.<BR/><BR/>回應無名士: 多謝你的包容.<BR/><BR/>回應隨笈和ngkf : 堅守手上的持股, 只要係優秀的企業, 股東最終會得到好的回報.<BR/><BR/>回應another value investor : 多謝意見.<BR/><BR/>回應新仔散戶 : 我覺得5, 945, 2318, 2628, 3328,3968現價都值得買入和長期持有.<BR/><BR/>回應投資新丁 : 我要多d向已經結左婚的恩愛夫妻學習.<BR/><BR/>回應joe: 第2本新書應該呢個星期內發行出街<BR/><BR/>回應少於三個月投機資歷的人: 我唔會理會Accumulator是否跌市的幫兇, 要將焦點集中在好的公司, 好的價錢, 就已經足夠了.<BR/><BR/>回應小窮神 ; 支持買入3328交行, 如果我仲有錢, 我都會買.<BR/><BR/>回應肥魚爸爸 : 我唔介意有人話我唔夠smart, 不過, 我有信心靠自己的投資方法可以達到財務自由.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-85421004748483776422008-03-18T23:03:00.000+08:002008-03-18T23:03:00.000+08:00是否太早蓋棺論定呢?但求心安理得,食得睡得好,買了好股但要做蟹又有何問題。lose the batt...是否太早蓋棺論定呢?但求心安理得,食得睡得好,買了好股但要做蟹又有何問題。<BR/>lose the battle; win the war,肥魚爸爸https://www.blogger.com/profile/07355730781077825784noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-1468173621131559002008-03-18T22:01:00.000+08:002008-03-18T22:01:00.000+08:00在下在今天和昨天都買了一些3328, 再次投入股票市場. 我好像明白消除跌市不安的好方法便是.......在下在今天和昨天都買了一些3328, 再次投入股票市場. 我好像明白消除跌市不安的好方法便是....入貨~~越跌越買....如果有錢的話~XD~Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-3766763874406411382008-03-18T15:32:00.000+08:002008-03-18T15:32:00.000+08:00想借先生少少位問0的野有無方法可以知道或者係推斷出市場上Accumulator的 數量,特別係一些中...想借先生少少位問0的野<BR/><BR/>有無方法可以知道或者係推斷出市場上Accumulator的 數量,特別係一些中資股。<BR/><BR/>其實,Accumulator是否真係跌市的幫兇嗎?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-71116294018427191582008-03-18T15:25:00.000+08:002008-03-18T15:25:00.000+08:00I agree with what anonymous said.Mr. Market only s...I agree with what anonymous said.Mr. Market only shares his view and he never says he is smarter than anyone.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-35365983602682589162008-03-18T14:54:00.000+08:002008-03-18T14:54:00.000+08:00每個人都有佢既睇法,都有佢地既言論自由.這就是香港的core competency. 我而家係無錢買...每個人都有佢既睇法,都有佢地既言論自由.這就是香港的core competency. <BR/><BR/>我而家係無錢買貨<BR/><BR/>我沒有在30000點沽貨,無人知道會在30000 點會直上40000 定話會番21000. 我只是知道抵買的好公司是要買. 最多係買貴少少,吃一吃眼前虧.<BR/><BR/>作為老散,我無沽期指去保護我的股票.因為一來太少2來我好有信心.<BR/><BR/>所以就算跌到一個7皮我都ok ok. 因為我買了好公司,自又有一份穩定收入,身體健康,真係無有怕.<BR/><BR/>《孫子兵法》教我「知彼知己,百戰不殆」而家我未必勝,但一定唔會敗.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-66313088661696347622008-03-18T11:52:00.000+08:002008-03-18T11:52:00.000+08:00I totally agree with the strategy of Mr. Market, a...I totally agree with the strategy of Mr. Market, as no one in the world (including Warrant Buffett) can predict what is the highest/lowest point and the bullish may last for a long period.Unknownhttps://www.blogger.com/profile/11755627006210205178noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-31471333701624212672008-03-18T11:41:00.000+08:002008-03-18T11:41:00.000+08:00今日平保同國壽冇啦啦大跌,係入貨良機想請問先生,假設平保我只得一手,係極低價買入,但現價已經去到泡沫...今日平保同國壽冇啦啦大跌,係入貨良機<BR/>想請問先生,假設平保我只得一手,係極低價買入,但現價已經去到泡沫,咁應唔應該將果一手沽出?<BR/>小弟最近冇行書店,先生既新書出左未?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-10724547877896449732008-03-18T10:04:00.000+08:002008-03-18T10:04:00.000+08:00"要顧及未來老婆的感受, 唔想令佢太擔心."真窩心又體貼!讚!"要顧及未來老婆的感受, 唔想令佢太擔心."<BR/>真窩心又體貼!讚!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-27211861623116433122008-03-18T09:56:00.000+08:002008-03-18T09:56:00.000+08:00市場先生你好小弟是散戶新手,見到金融股跌成咁,想做些功課準備遲些入貨,到底應該點樣分析邊一間銀行值得...市場先生你好<BR/><BR/>小弟是散戶新手,見到金融股跌成咁,想做些功課準備遲些入貨,到底應該點樣分析邊一間銀行值得持有呢?<BR/><BR/>小弟係打算持有三至五年,所以不想幾年後才發現自己揀了一間跑輸大市的股票,希望市場先生能夠指點迷津,謝謝!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-90597929137340353942008-03-18T08:16:00.000+08:002008-03-18T08:16:00.000+08:00I don't agree with what alyeung2000 said. If many...I don't agree with what alyeung2000 said. If many people sold all their stocks when HSI was over 30,000 and still keep 100% cash now. Many stock investors in HK are very smart. However, indeed, you can ask your relatives, friends and colleagues what the facts are. Also, don't forget that many people prefer hiding their faults and only telling you lie. Don't be so foolish!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-3406783069472149512008-03-18T01:19:00.000+08:002008-03-18T01:19:00.000+08:00"如果JPMorgan Chase 可以用2.03蚊的賤價收購Bear Stearns , 又唔錯b..."如果JPMorgan Chase 可以用2.03蚊的賤價收購Bear Stearns , 又唔錯bor."<BR/><BR/>It's hard to say at this point whether US$2/share is a 賤價 for BSC (even though JPM did rise 10% today). Don't confuse price with value...another value investorhttps://www.blogger.com/profile/07659083327214275843noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-55224364981489973542008-03-18T00:26:00.000+08:002008-03-18T00:26:00.000+08:00我覺得除非係要淪陷, 否則我諗唔到咩時候會將股票沽盡, 就算時光倒流, 身處3萬點既我都只會沽3成左...我覺得除非係要淪陷, 否則我諗唔到咩時候會將股票沽盡, 就算時光倒流, 身處3萬點既我都只會沽3成左右, 覺得唔對路先再減持, 但我估我減持到2萬3點都會入貨, 咁我2萬3點入返貨都已經又坐過艇, 而如果好似曾淵滄咁手上持股都係好耐之前買, 即使恒指跌到15000點, 佢手上既股份帳面計都係賺, 佢地唔會有心理壓力大到要100%沽盡<BR/><BR/>作為一個投資者, investor, 根本唔會100%cash on hand, 覺得3萬點唔對路咪買長年期既熊證或認沽證作對沖, 做對沖時又可以保持持股量, 覺得已經抵買就沽出呢類對沖套現增持正股, 即使無能力做到撈底(撈到的都有幸運成份吧, 我地又唔係insider), 都已經可以保持到成個組合既表現Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-50314391773596532332008-03-18T00:01:00.000+08:002008-03-18T00:01:00.000+08:00不須用好smart 的方法就能贏, 這是市場先生教我們最好的東西.不須用好smart 的方法就能贏, 這是市場先生教我們最好的東西.CUPhttps://www.blogger.com/profile/10132648712120744761noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-63771351971897611862008-03-17T23:39:00.000+08:002008-03-17T23:39:00.000+08:00市場先生從來沒有認過很smart。相反,他只是真誠的分享心得。自認smart的都不會太公開部位。處處...市場先生從來沒有認過很smart。<BR/>相反,他只是真誠的分享心得。<BR/>自認smart的都不會太公開部位。<BR/>處處留一手,他日好吹牛,不是嗎?<BR/>只要能堅持,能守,他會贏的。<BR/>是大贏,不是小贏 ......Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-41069305445932912152008-03-17T23:15:00.000+08:002008-03-17T23:15:00.000+08:00金融市場瞬息萬變,當年科網股泡沬爆破,匯豐在01-02年大升4成,誰人猜到?今次匯豐宏利根本連泡沬價...金融市場瞬息萬變,當年科網股泡沬爆破,匯豐在01-02年大升4成,誰人猜到?今次匯豐宏利根本連泡沬價都不接近,不沽出也十分合理。我當初都只沽了絕大部份中資股,只留下幾手瑞房 (272),今天才買回。<BR/><BR/>對於長線甚至永久組合,只有在泡沬價才適合沽出(一部份)。<BR/><BR/>如果不是泡沬價,e.g.coca-cola @ 1997,就算是巴菲特都不會沽。有人比他更本事嗎?暫時未見有,但我期望會有,讓我可以學習賺得更多。<BR/><BR/>如果在非泡沬價沽貨,只怕日後追不回來,沽貨是一種哲學,不能輕舉妄動。先生,我支持你的做法。ET仔https://www.blogger.com/profile/11606600621563353279noreply@blogger.com