止蝕還是買平均低?

1. 這是熊市反彈, 經濟難題未過, jr估美股稍後會創新底, roubini也不看好年底美股, 認為今年下半經濟只是跌少啲, 明年也只是輕微返彈. 索羅斯則估今年可能有一季反彈, 巴菲特態度轉樂觀, 雖然他話不懂看中短期市勢. 我較同意索老鬼的斷估. 詳情下周一繼續看高清jade台中市:5:15至6pm, waiyee和peter對話, 世界大事如何影響金股匯, 你怎能錯過? (六月中旬起改日期及時間, 宜留意)
2. 我認為第三季或第四季gdp有可能反彈, 因為救市措施逐漸發揮效用, 同時陸續有來, 各國放寬信貸, 熱錢增加, 利息低企, 有利炮製各類財富效應炒作, 間接提升消費者信心. 當然, 更實質的是零售數據和企業盈利以至房地產及銀行汽車業務, 否則, 失業不斷升, 美國人仍會勒緊褲帶.
3. 股市在低位彈了三四成, 部分垃圾甚至彈了數倍, 但距離去年高位仍遠, 參予這類庄家股, 消息股, 或甚至是新主題股都要留意, 是否到水尾, peter不反對參予高升交有波幅的, 但要嚴重止蝕.
4. 短線必定要嚴守止蝕, 無論閣下買了任何股份, 在熊市尤需如此.
5. 長線的部署應揀市價仍不高, 兼且蟹貨和獲利貨都不多, 例如1333「今年新股龍頭」, 走勢派寧願重上7元樓上及企住後才買, 價值投資者若研究後相信它也是行業龍頭, 及受惠於大搞基建,
則也可越低越買, 除非經營情況有變.
6. 下一隻新股聽說六月上旬上市, 是一隻較少人認識的化工股, 定價之後, 1333可望有些運行, 因為若新股害人, 任何ipo重啓都會使投資者乏信心.
7. 長線低吸也可吼一些財務情況佳又肯派息的股票, 很可惜, 今年首選533升上1.9元了.
8. 從全年派息角度, 2368應該息口更高, 但離宣布業績還有個多月, 高追寧願等宣布業績前後了.
過去, 一些中大戶喜玩2368波幅, 近期多了新買家, 而玩波幅者近期的貨愈來愈少了.
9只要peter貨不多(但我也弄不清, 只能說仍常有買賣), 184開股東大會時應該有較靚水位. 到時, 我會先在blog上提出疑問, 盼小股東們到時爭取時間, 及爭取在投票前多發問有關年報不清楚的部分.
10. 繼668被提出私有化後, 也可留意281, nav40餘仙, 含現金及可變現證券不少於每股25仙, 以albert的炒股實力, 不難反敗為勝, 可惜靚靚業績要等多兩年!! 毫幾子在手當然好開心, 現時才追除非有新的變化. 258形勢看似仍很偏低, 但我與俠女無緣, 不再害己害街坊了.
11. 金股 信jr改玩etf, 若看好石油後市宜買中海油.
12. 指數大打大, 唔識看, 市傳熱錢有多少千億, 以及內地資本轉戰h股, 聽住先好啦!
13. 呢排王老吉有些風波, 我候低價買些廣藥, a股不支h股平宜仍有資金流入. 有時都幾搞笑, 7仔也公開賣夏枯草飲料, 點知突然話它對胃寒者不利, 多喝有害, 又有那些解渴飲品, 不斷飲用都不傷健康? 總之, 是有人無事生非, 政府力挺王老吉, 但部分網民和專家未肯罷手. 所以, 暫時只宜耐性候低吸, 等待明年廣州亞運豐收.
14. 報章是夕陽工業, 巴菲特也這樣講, 不過, 要看哪個傳媒集團成功轉型, 成為跨平台媒體.
15. 有股票有現金, 有黃金有澳元人仔, 算是做好對衝了.
16. eq高者, 當然唔係peter, 宜在適當時候集中兵力或突然大撤退, 這又是財富大轉移時時代.
17. 千點萬點, 賺錢就係英雄, 但講的不是一頭半個月, 而是近幾年的整體成績. 少賺點無關係, 只要長期是羸家. (若你經常收看這個blog及進行交流, 一定係one of the winners!)
我其中一個細倉, 已重上30000點樓上的高位, 可惜我玩大倉就稍差一點, 仍需努力向大家學習和分享.
18. 你緊係要去184股東大會, 與我們的何主席對話, 還可以見見何家第二代新加入的執行董事們.
世界是我們的, 但歸根到底是年青新一代的. 激成的希望寄托在他們身上, 又怎能不與peter一起觀賞他們的風彩.

手上少股票?

3月前看淡成風, 呢排不少人改為唱好, 我好多股票都到價陸續套利, 朋友問我現時買什麽好, 我說買2000股184去參加股東大會, 同peter一敘吧, 但如果你三個幾先買, 可能買咗peter一些獲利貨,
我重有幾多184, 這是什麽人永遠也不知道的, 我可能今年也許只登記2000股去開股東大會, 可能到時就真的剩翻2000股, 又有可能重有好多好多, 哈哈!! 但一定會盡小股東責任.
衰股唔再講住, 533係我今年首選, 去年底係一元樓下叫買, 目標價1.2元, 當然是超額完成, 因為沽得不夠快, 賺得都幾好, 現時只剩下少量, 一定不會沽清, 無意去開股東大會, 但要保留一點傳奇.
呢幾年來再玩港股之後, 每年首選都超額完成目標價, 單係08年2368曾經累己累人, 如今, 我早已連本有利, 當時是2元叫買入, 之後公司業績勝預期, 但股價卻差勁, 牛市結束熊市重臨, 奈何, 可幸,
近期氣勢如洪, 若連股息, 就算2元的艇貨也近家鄉了.
依家先叫買2368? 我唔會啦, 因為我都套緊利, 但533都升到1.8元樓上, 若7月個市未大跌, 2368見1.8亦好正常, 到時我重有幾多貨, 我都唔知啦!
1211和1122兩隻汽車股都符合政策, 大升突升, peter的獲利就唔算多啦, 因為好少時候做主力, 同時始終有戒心, 如果重剩翻少少, 都係因為沽唔切.
唔會認叻, 1169就係今年另一次教訓, 已戒咗研究此股, 你唔好講比我聽依家係什麽價.
重有那些好買, 藥業股炒過一兩轉, 都算是賺咗啲, 因為信心唔係好大. 內房股, 也賺咗啲, 因為信心唔大. 話得說回來, 今年做好友到依家只會計賺少咗幾多, 不過, 我信jr老師同黃易大哥講, 呢個係
熊市, 有錢有金係手好過滿手股票.
喂, 依家重有無好嘢, 朋友都問, 我反問朋友們做咗功課味, 幫大家揀些好股, peter隻289撞正h1n1
都急急套利, 又唔跌返7字頭, 都唔好買住.
胡亂短炒就唔講啦, 一啲無係blog提過依家價錢又唔係平又唔講啦, 就只係講1333啦, 熊市係揀低風險合理回報, 我只知係呢個時候上市唔會超貴, 基本因素唔錯, 管理層招股書先唱風險何在幾正氣, 本來係6.8至7.8元上市, 想遍向7.8元, 後碰正豬感散戶退飛, 取價7元, 如果潛水, 即係好多機構投資者都領嘢,
預計pe12倍, 做高級貨食正基建條水. 點解有銀團貸款? CFA Andy哥話短債變長債係利好而唔係利淡, 我信佢, 呢一兩日又見低價, 我又增持少許. 短線7元樓上套利飲餐茶唔錯, 回應聰哥問, 中線看7.8元, 係迷好humble?
短線收市短破6.5元止蝕, 中長線若無真正壞消息, 每跌10%增持, 等待業績宣布. 呢個唔係自相矛盾, 而係短線與長線的基本分別!! 尤其是現時仍是熊市反彈期, 點咁講唔會大跌.
記住每個星期一下午五時十五分至六時看tvb高清台peter與waiyee對話, 多多捧場.
有無其他報刊發表? 有時做替工無用真名, 外交答法係等於無!
呢排一個星期有兩三日唔係香港, 老友們要call我, 要call多幾次, 都唔係偷懶, 係勤練功. 羅傑斯認我係徒弟, 黃易認我係老同學, 佢哋都係大師, 又點可以唔長進!!
繼續偶爾在這裡與大家學習與分享吧!!

跌市peter低吸「新股股王」

1333被視為今年「新股股王」, 劉老闆即時成為「中國首富」, 怎知一上市便跌破招股價, 反映出ipo熱潮不復見, 不過, peter查一查, 1333基本因素不錯, 是行業龍頭, 兼且受惠於政策傾斜, 如今只是散戶認購不足有止蝕, 9成幾新股票落入機構投資者身上, 大市開始有回吐, 1333再跌應是低風險, peter會低吸作為中長線, 待其重返招股價以上.

網誌出事?

此網誌被投訴為垃圾網誌, peter感到好奇怪, 已促管理人查察.
或者, 對某些被peter批評的人及公司來說, 網誌的內容是垃圾吧, 但peter一向對任何回應都歡迎交流, 想谷歌當局應知事實吧. 至於改了電郵郵址, 是因工作轉動, 請了解真相, thanks

668飛天

香港飲食管理（０６６８）獲提全購，今早曾漲１﹒６倍 . 香港飲食管理（００６６８）獲提全購，並擬派發特別息，今早曾漲１﹒６倍至１﹒３元，新報０﹒９７元，揚９４％，成交額７１５萬元。
看看, 668 每股現金50仙, 一轉手就是升一倍, 所以經常要留意多現金的雪茄屁股!!

好股逐隻捉

PETER和朋友們又在做功課, 找好股, 以下選了部份peter回覆供大家參考.

thank you very much for the good report on 857, both the strong and the weak points are valid. I traded the stock for some rounds using the 6 HKD level formula, buy and accumulate under and sell over and over to take profit, now I have no 857 stocks! Hoping that it would fall back to below 6HKD.
Frankly speaking, I like 883 more now as the management is much better. The management of 857 is too bearish on the oil market (its range is 30 to 50USD!!) and so it has less storage than average!!
Anyway, 857 is a company which would never collapse, so we can buy it when it is cheap enough.


Let's see how the world will be in ten years time. You are so right that the degree of openess is very important.Singapore is opening herself and is quite successful, yet, the Singaporeans have a wider mindset than the HKers, and the govt concern more about the future, while in HK, we can't see such things.HK is free, however, people are easier to choose laziness. As an international financial centre, NY, London and HK are easier for manipulating the commoners by all sorts of brokers and big traders. The current world financial turmoil is exactly the result of such practice.I think HK is even worse as the regulations are just showcases. HKBC's deep fall was the best example.

For the swine flu, I am only afraid of a serious mutation, so I did buy a little medicine stock.
But of course, I would accumulate 2368 as the market retreats and would wait for its announcement in July.
I think there will be a pick up in the third season in US economy. But it will be time to sell and take profit then, I don't think the worst is over, it is still a bear market, until the big Banks become sound again.


I agree with most of D's point on 272, and I have high respect to Mr. Law, the great anchor of the company. It should be a good buy at the weak market, and I'm checking the price again(I bought it once and had taken profit long time ago), though I like stocks paying good dividends most.

a very good portfolio indeed, I also agree that 2628 is the dragon head, I have been waiting for a retreat to get on board. I agree with your anlysis.The swine flu might give me a chance in the coming weeks.

Fortune's essay has made 1211 fly high again, but at the recent Shanghai Car Fair, we can see that 1211 now face many competitors in the electric car industry.Anyway, Mr. Wong is a very successful salesman, at least!!