tag:blogger.com,1999:blog-7177962749989925788.post3857061992777058979..comments2023-10-29T17:24:02.681+08:00Comments on YOU'LL NEVER WALK ALONE: 審慎為上及缺乏方向You'll Never Walk Alonehttp://www.blogger.com/profile/08272358683483397165noreply@blogger.comBlogger37125tag:blogger.com,1999:blog-7177962749989925788.post-11654342225927208412018-05-17T13:35:07.603+08:002018-05-17T13:35:07.603+08:00Disney旗下的品牌價值不用多說,近年的股價及盈利走弱是因傳統有線電視ESPN的客戶流失,但Dis...Disney旗下的品牌價值不用多說,近年的股價及盈利走弱是因傳統有線電視ESPN的客戶流失,但Disney已開始發展類始Netflix的串流廣播業務。一旦有線電視流失減慢及串流廣播進入收成期,此老牌藍籌不難出現大型上升走勢You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-48642291103476661162018-05-17T13:29:07.933+08:002018-05-17T13:29:07.933+08:00On The Future Of Disney And ESPN
https://seekinga...On The Future Of Disney And ESPN<br /><br />https://seekingalpha.com/article/4172855-future-disney-espn<br /><br />Focus on the long-term, 5 to 10 years.<br /><br />Disney's approach to streaming ESPN and Disney+ could determine the future of television.<br /><br />Disney could be viewed as a service company in the future - that would benefit the stock.<br /><br />The Media segment is Disney's biggest segment and is under pressure. It will take ESPN+ to replace the losses.<br /><br />In 2006-2007, analysts and shareholders hated Netflix for investing in the streaming platform instead of focusing on DVD rental.You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-78539084894610868392018-05-17T13:28:36.856+08:002018-05-17T13:28:36.856+08:00此留言已被作者移除。You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-32194434954070992402018-05-17T13:28:08.083+08:002018-05-17T13:28:08.083+08:00The Bullish Case For Disney
https://seekingalpha....The Bullish Case For Disney<br /><br />https://seekingalpha.com/article/4174065-bullish-case-disney<br /><br />Investors remained unimpressed of Disney's earnings despite an earnings and revenue beat.<br /><br />The reason is that the operating income from the Media Networks business continues to decline.<br /><br />However, the company is making a strategic shift to change the business model of Media Networks that may be a tremendous success.<br /><br />Besides the opportunity for a Media Networks turnaround, their Park & Resorts as well as Studio Entertainment businesses are performing well and currently represent more than half of the operating income.<br /><br />Hence, I think the current valuation of 14.5 P/E is very cheap given the likelihood of a business turnaround and a strong performance of their other businesses.You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-36856698062317384052018-05-17T13:26:59.417+08:002018-05-17T13:26:59.417+08:00相信都係估值問題居多,尤其是加息周期進入中段,市場對這些高增長高估值的股票不會再那麼進取
公司的基...相信都係估值問題居多,尤其是加息周期進入中段,市場對這些高增長高估值的股票不會再那麼進取<br /><br />公司的基本面始終吸引,每次的業績都交都功課,公司繼續調高guidance,data center 及自動駕駛仍然有很秀麗的前景;所以最近也忍不住再買入You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-14161239027896072592018-05-17T12:01:41.140+08:002018-05-17T12:01:41.140+08:00I followed You Sir to get in AMZN and NFLX :)
NVD...I followed You Sir to get in AMZN and NFLX :)<br /><br />NVDA don't you think there have been a very very big resistance around $250 level? (Distribution days e.g. 4-5 Feb, 13 & 19 Mar, 11 & 15 May)CUPhttps://www.blogger.com/profile/10132648712120744761noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-26188644092646627512018-05-17T00:12:30.018+08:002018-05-17T00:12:30.018+08:00Sell OLLI Buy DISSell OLLI Buy DISYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-62478515304128038062018-05-16T15:53:36.504+08:002018-05-16T15:53:36.504+08:00buy 2382buy 2382You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-47083845445525885102018-05-16T14:04:14.553+08:002018-05-16T14:04:14.553+08:00buy 2269buy 2269You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-22209605091874776352018-05-15T00:10:57.687+08:002018-05-15T00:10:57.687+08:00buy nvdabuy nvdaYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-32692992369540400702018-05-10T19:13:39.569+08:002018-05-10T19:13:39.569+08:00謝謝!謝謝!lam8751https://www.blogger.com/profile/07460997341870742215noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-81366690880643139442018-05-10T18:00:28.516+08:002018-05-10T18:00:28.516+08:00明顯地,大數據加雲應用這主題明顯跑出,除了您提到的RP外,CRM,ADBE,SPLK等的走勢表現也很...明顯地,大數據加雲應用這主題明顯跑出,除了您提到的RP外,CRM,ADBE,SPLK等的走勢表現也很好,在IBD也有很高的評分。<br /><br />作為散戶,我想我們的能耐最多是在大名的美股如Facebook vs Amazon vs Twitter vs Netflix, Nike vs Under Armor, etc有些看法。但這些二、三股份,我們很難判辨那隻最好,不妨在這個主題內,分散買兩至三隻You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-49493379964821875662018-05-10T17:54:23.843+08:002018-05-10T17:54:23.843+08:00多謝介紹,說實在,對這些二、三線的美股我沒有很獨到的見解。但公司在業績後gap up 抽上,並能維持...多謝介紹,說實在,對這些二、三線的美股我沒有很獨到的見解。但公司在業績後gap up 抽上,並能維持,中短期內肯定差極有限<br /><br />我的唯一關注是市值較少,只得5bn USD。不單有流通量少的風險,且亦反映公司可能未經歷規模造大及持績往績的考驗You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-87914943815490542842018-05-10T17:45:13.265+08:002018-05-10T17:45:13.265+08:00咁的確市底是有所改善,目前的現金水平約18%
買入2343是看上波羅的海指數近日的反彈,也不想組合...咁的確市底是有所改善,目前的現金水平約18%<br /><br />買入2343是看上波羅的海指數近日的反彈,也不想組合持股太集中在科技股You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-80373990524088922962018-05-10T16:44:41.988+08:002018-05-10T16:44:41.988+08:00YOU SIR最近買貨積極, 現持有多少CASH?
另外, RP(REALPAGE)似乎唔錯, 將...YOU SIR最近買貨積極, 現持有多少CASH?<br /><br />另外, RP(REALPAGE)似乎唔錯, 將BIG DATA運用於資產物業管理, 租屋市場等。有冇意見?lam8751https://www.blogger.com/profile/07460997341870742215noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-32065289724311483912018-05-10T16:00:06.495+08:002018-05-10T16:00:06.495+08:00buy 2343buy 2343You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-14866552749669697532018-05-10T00:28:59.658+08:002018-05-10T00:28:59.658+08:00Add AMZNAdd AMZNYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-74185599710285728292018-05-08T00:30:56.993+08:002018-05-08T00:30:56.993+08:00Nvidia 在公佈業綪前目前升近5%,早前有考慮重新買入,但因整體市況欠佳,公司公佈業績後除非有很...Nvidia 在公佈業綪前目前升近5%,早前有考慮重新買入,但因整體市況欠佳,公司公佈業績後除非有很好的guidance,否則多會被洗,因此有所顧慮You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-44624175729024391142018-05-08T00:24:41.093+08:002018-05-08T00:24:41.093+08:00better than never to study US equities
睇IBD50,隨手也...better than never to study US equities<br /><br />睇IBD50,隨手也可找到很多有盈利高增長及企業護城河的公司,看美國公司涉及的產業鏈之深及廣,方覺自己是井底之蛙。香港的高盈利 , 增長穩定公司,除了700以外,真是十隻手指數得晒<br /><br />話時話,其實周五AIA公佈第一季理想的業績後,股價高開低收加大成交,上周五己應沽出,但有時工作忙拖慢了決定<br /><br />You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-51257039022776320772018-05-08T00:17:07.936+08:002018-05-08T00:17:07.936+08:00Buy ARKWBuy ARKWYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-60172595157762558982018-05-07T19:07:21.875+08:002018-05-07T19:07:21.875+08:00今年開始睇美股,淡出港股。
之前無論用基本分析及技術分析炒港股表現都唔理想。留意到香港缺乏高盈利 ...今年開始睇美股,淡出港股。<br /><br />之前無論用基本分析及技術分析炒港股表現都唔理想。留意到香港缺乏高盈利 , 增長穩定及技術圖表配合的公司。亦有好多公司基本面強,但股價唔升的情況。<br /><br />反觀美股市場大,資公廣,有好多基本面及技術面強勁的股票,價值亦比香港公司更易反映。lam8751https://www.blogger.com/profile/07460997341870742215noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-54628089414478543022018-05-07T17:33:13.654+08:002018-05-07T17:33:13.654+08:00又唔可以話正式放棄,但至少中短線而言,港股的值搏率很低,即使少數sector 如石油、水泥、醫藥及教...又唔可以話正式放棄,但至少中短線而言,港股的值搏率很低,即使少數sector 如石油、水泥、醫藥及教育等仍有睇頭。市場似乎認為中美貿易戰對中國的打擊較大<br /><br />by the way,您而家仲有無trade港股?You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-63351665548338606012018-05-07T15:31:55.599+08:002018-05-07T15:31:55.599+08:00正式放棄香港市場?正式放棄香港市場?lam8751https://www.blogger.com/profile/07460997341870742215noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-85973610507413719222018-05-07T15:05:53.610+08:002018-05-07T15:05:53.610+08:00Sell 1299Sell 1299You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-30297841999307883332018-05-06T23:56:09.546+08:002018-05-06T23:56:09.546+08:00多謝您的 發掘,表面看的確是強勢股,唯一擔心是目前市況再採用這些高追強勢股的策略未必再合宜
我剛再...多謝您的 發掘,表面看的確是強勢股,唯一擔心是目前市況再採用這些高追強勢股的策略未必再合宜<br /><br />我剛再買入的ISRG也屬類同板塊,公司的增長賣點是用機械人施行手術的技術You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.com