tag:blogger.com,1999:blog-8827792606101931839.post8331800983353321615..comments2023-10-29T22:03:55.565+08:00Comments on 大口仔筆記 - 三十而立: 花旗與美國銀行的第四季業績 (3)大口仔http://www.blogger.com/profile/05488178468578681387noreply@blogger.comBlogger10125tag:blogger.com,1999:blog-8827792606101931839.post-73433356010564932272009-01-21T23:40:00.000+08:002009-01-21T23:40:00.000+08:00大口兄:是我大意了。btw同意米高兄所言太陽底下無新事,每一代人都以為自己處於前所未有的革命性時刻,...大口兄:是我大意了。<BR/><BR/>btw同意米高兄所言太陽底下無新事,每一代人都以為自己處於前所未有的革命性時刻,但回看還不是一樣?若缺齋老人https://www.blogger.com/profile/17734252599025143085noreply@blogger.comtag:blogger.com,1999:blog-8827792606101931839.post-5249748780060375822009-01-21T22:25:00.000+08:002009-01-21T22:25:00.000+08:00安諾勿斯:你係IT聰明人,不用陪大口仔傻。:) 匿名:2007年盈利倒退30-40%。Michael...安諾勿斯:你係IT聰明人,不用陪大口仔傻。:) <BR/><BR/>匿名:2007年盈利倒退30-40%。<BR/><BR/>Michael Cheng:歷史好多時都會不斷重複。<BR/><BR/>Siu Kwong:要看銀行的根基有沒有受損。<BR/><BR/>若缺齋老人/陳潢:INSIDER INFORMATION無謂在網上談,但難睇的業績是預期之內,特別係香港。<BR/><BR/>kelvin:你提到的問題大口仔之前提過,無打算再詳談,要令你失望喇。 <BR/><BR/>匿名:大口仔筆記一向容得下各種聲音,只要客觀理性,不妨大鳴大放。大口仔https://www.blogger.com/profile/05488178468578681387noreply@blogger.comtag:blogger.com,1999:blog-8827792606101931839.post-86149179004693297302009-01-21T18:12:00.000+08:002009-01-21T18:12:00.000+08:00"忘記了股價最終會返回價值的道理", NO offense, but as far as I see..."忘記了股價最終會返回價值的道理", NO offense, but as far as I see..it never happens,there is no "real value" for a stock, you will use PEG, P/E, P/B, EV/EBITDA or DCF to do the valuation?..Is it static or dynamic? But the stock price is moving every day...fundamental is a way or method to approx. judge if it's cheap so boosting the buying demand..but it's only one of the methods, still many ways to boost the demand(buying power)...like macro situation, fund flow, 消息, technical..just try to raise the idea that there are many ways to look at the market, stick to specific skill may make investor suffer (these two yrs are macro yrs but not fundamental yrs in stock markets), again, no offense, hardcore fundamentalists pls ignore this msg if u don't feel good.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8827792606101931839.post-19104946710465624482009-01-21T13:03:00.000+08:002009-01-21T13:03:00.000+08:00big head hing thankyou for the sharing~Like red mo...big head hing thankyou for the sharing~<BR/><BR/><BR/>Like red monkey mentioned before those CDS are big concerns to me. It is 1 of the big reasons BS ML LB and AIG fell. Whats your input on the idea?<BR/><BR/>Thankyoukelvinhttps://www.blogger.com/profile/18032970586775851048noreply@blogger.comtag:blogger.com,1999:blog-8827792606101931839.post-62942506946454160532009-01-21T10:24:00.000+08:002009-01-21T10:24:00.000+08:00老兄,指教一下如何? XDhttp://dodderer.blogspot.com/2009/01/...老兄,指教一下如何? XD<BR/><BR/>http://dodderer.blogspot.com/2009/01/blog-post_20.html<BR/><BR/>btw,早幾日有KP朋友曰今年笨象業績"幾難睇"(又唔講清楚何謂"難睇"),小弟答曰"So?"~若缺齋老人https://www.blogger.com/profile/17734252599025143085noreply@blogger.comtag:blogger.com,1999:blog-8827792606101931839.post-43570690115631072852009-01-21T09:20:00.000+08:002009-01-21T09:20:00.000+08:00其實花旗同美銀跌到得以前既一成,只要佢唔倒閉,憑佢地以往既根底,升返(現價既)十倍應該無問題.其實花旗同美銀跌到得以前既一成,只要佢唔倒閉,憑佢地以往既根底,升返(現價既)十倍應該無問題.Erichttps://www.blogger.com/profile/04442237393002897055noreply@blogger.comtag:blogger.com,1999:blog-8827792606101931839.post-62351059894729973682009-01-21T00:41:00.000+08:002009-01-21T00:41:00.000+08:00你有做足功課﹐有分析﹐邊個敢當你傻。只是現世投機的人太多﹐也形成了一個勢力﹐認為資金市才是市場主導﹐...你有做足功課﹐有分析﹐邊個敢當你傻。<BR/><BR/>只是現世投機的人太多﹐也形成了一個勢力﹐認為資金市才是市場主導﹐消息決定股價﹐忘記了股價最終會返回價值的道理。<BR/><BR/>我又諗起「狗與主人」的比喻了!果然太陽底下無新事。Michael Chenghttps://www.blogger.com/profile/16886094542190008021noreply@blogger.comtag:blogger.com,1999:blog-8827792606101931839.post-73563100152290796622009-01-21T00:09:00.000+08:002009-01-21T00:09:00.000+08:00完全同意!完全同意!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8827792606101931839.post-86454011930571776992009-01-20T22:26:00.000+08:002009-01-20T22:26:00.000+08:00But under your estimation, what would be the annua...But under your estimation, what would be the annual earning(whole year) in 2008 as a whole?<BR/>Thanks.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8827792606101931839.post-73130076585626490122009-01-20T22:17:00.000+08:002009-01-20T22:17:00.000+08:00當大口仔兄傻?!小弟同你一齊傻!當大口仔兄傻?!小弟同你一齊傻!安諾勿斯https://www.blogger.com/profile/14149105410125847720noreply@blogger.com