星期三, 2月 18, 2009

再買入945宏利

持股增加至2,400股. 一倍內含價值(EV), 大約180元, 或以下的宏利的確非常吸引, 心動不如行動.





張貼者： 位於
標籤：

18 則留言:

  1. 匿名2/18/2009 10:32:00 下午

    Mr Market,

    Do you understand some stocks are going up like 1211, 823, 52, 1836 and 2? However, financial stocks go down everyday. Why do you still put your money into financial stocks.

    Mr Tso said, those bought HSBC last year = not doing homework.

    Trust me.
    Put your money into 2, 823 and 1211. When Citybank, AIG have lost 90% of their market cap, why do you think your financial portfolio can run better than them.

    回覆刪除
  2. 若缺齋老人2/18/2009 11:49:00 下午

    我近來入既係中資銀行股,可能有點過勇了!

    回覆刪除
  3. 匿名2/18/2009 11:57:00 下午

    945.. US price is under 100...

    break low everyday....

    is it going to be another AIG?

    i lost complete confidence in any financial stock now

    Ed~

    回覆刪除
  4. 匿名2/19/2009 01:29:00 上午

    y not 2628 or 2318? their business will grow in next 30 years vs.. no hopes no future in north america market for 945? althought 945 is worldwide but their portion in china can never compet with 2628.

    回覆刪除
  5. 若缺齋老人2/19/2009 02:04:00 上午

    Anonymous老兄:周街血淋淋時應該做吸血鬼。

    回覆刪除
  6. 匿名2/19/2009 08:06:00 上午

    945的ADR只係$93港元，值得用＄１１９去買嗎？

    回覆刪除
  7. 匿名2/19/2009 11:06:00 上午

    我同時持有宏利及渣打。
    我都有看宏利份業績，但點解你不斷加注買宏利，但無買渣打，渣打好嗎？
    我不喜歡宏利要收30%股息稅，所以只持有小量。

    回覆刪除
  8. 匿名2/19/2009 06:10:00 下午

    有能力守數年後, 今日叫你放棄買金融股的人, 肯定打自己嘅細佬或細妹, 點解唔用60買hk5, 118買945, 3買1398, 1.9買3988, 98買2888.而用200買hk5, 300買945, 6買1398, 200買2888.

    歷史告訴我們, 大牛市第一浪往往無聲無息完成, 大多數投資者往往在第三浪才入市,那時才後悔, 在第五浪才訓身入貨.

    好多人都知歷史會重複發生, 真正有胆有能力在此時入貨者才是贏家, 可惜很少數.

    right Mr.market

    回覆刪除
  9. 匿名2/19/2009 11:33:00 下午

    最大問題係，現在是增持的時機嗎？畢非特過去數月都在減持啊．

    金融海嘯前，我多次提醒先生要100% hold cash，但先生都沒有聽我的勸告，現在我再勸先生最後一次，現在還不是時候增持，看看你過去１－２個月增持的股份的表現就知道了。

    回覆刪除
  10. 匿名2/19/2009 11:46:00 下午

    if u keep it longer time horizon like 3 to 5 years, u should arbitrage by selling ur 2400 945 and switch it to MFC adr, now only 11.77 usd (around 91.20). THis is a hefty 20% premium in 945. (2400 * 26 =62400 , enough to buy more MFC )

    回覆刪除
  11. 匿名2/20/2009 05:58:00 下午

    to Kelvin Wong
    我沒有特別意思, 如果有得罪, 請見諒.
    Kelvin多次提醒先生要100% hold cash, 足以立證明Kelvin是好人, 本是好意.
    但每人的情況都不同, 適會我的投資未必等於適合你. 說到尾, 獨立的思考及對自身情況的了解是投資生涯上十分重要的能力.
    現在人家增持股份表現不好, 作朋友提過意見就算, 反正應做事情都做了, 亦無必要在傷口上落鹽.最終時間會證明手上股份表現.
    市場先生可能有很強holding power和很強現金流用來增持股份去守到經濟復甦.
    正如現時買樓, 如果收入很不穩定, 則未守到經濟復甦就已經可能要斷供了.

    回覆刪除
  12. 匿名2/20/2009 11:05:00 下午

    宏利睇黎已死，

    美國已經到80蚊了，

    冇眼訓了~~

    Ed!

    回覆刪除
  13. 匿名2/21/2009 12:46:00 上午

    A friendly reminder, US/Canada MFC transaction volume is much higher than HK. It seems to me the price in HK is not easy to stand. I also loss around 8% but still cut loss.

    回覆刪除
  14. Henry2/21/2009 01:05:00 下午

    而家買美股都好易遮,點解係美國市場買?

    MFC折合港元81.57
    有差唔多30% discount
    買多好多股

    回覆刪除
  15. 匿名2/22/2009 09:47:00 下午

    買美股收好多附加費, 請睇睇美國既法例, 亦留意香港代理既公司收費.

    回覆刪除
  16. 匿名2/24/2009 10:24:00 上午

    好野! 宏利92蚊...
    應不應低吸?

    回覆刪除
  17. 匿名2/25/2009 01:02:00 上午

    945跌穿 $92
    市場先生點睇啊??

    回覆刪除
  18. 匿名3/03/2009 11:42:00 上午

    Having some of your money in financials and adding to your positions now is smart. Having all of your money in financials is not knowing what you are doing. Being able to understand all the technical details doesn't mean much. What you miss is that all financial institutions are hugely levered companies and they can and do blow up. I have said it here before and will say it again. Putting all your investment in financial institutions is financially irresponsible.

    BTW, have you ever made money investing?

    回覆刪除

訂閱： 張貼留言 (Atom)