tag:blogger.com,1999:blog-6967727786832554285.post1713448577651428493..comments2024-03-16T04:08:03.549-07:00Comments on 自由工作者的自由投資路: Earnings與Sales的比較Cherryhttp://www.blogger.com/profile/03659033270799186631noreply@blogger.comBlogger31125tag:blogger.com,1999:blog-6967727786832554285.post-87410044333084632462017-05-14T23:06:29.483-07:002017-05-14T23:06:29.483-07:00呵呵不客氣,預祝你成功!Blog友森而兄近期也留意股價值得高追的個股,你有興趣可和他交流下👍呵呵不客氣,預祝你成功!Blog友森而兄近期也留意股價值得高追的個股,你有興趣可和他交流下👍Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-74417362615473967972017-05-14T22:24:51.416-07:002017-05-14T22:24:51.416-07:00收到,謝謝回覆!我自己在港股中實驗緊買賣創歷史新高股嘅方法,暫時一個月ok,一個月pk,所以仍在摸索...收到,謝謝回覆!我自己在港股中實驗緊買賣創歷史新高股嘅方法,暫時一個月ok,一個月pk,所以仍在摸索中!<br /><br />我自己希望能實踐證明更多嘅有效方法,所以會繼續努力!水晶皇https://www.blogger.com/profile/12426238643559291639noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-69682323822230356392017-05-14T20:47:06.236-07:002017-05-14T20:47:06.236-07:00早晨水晶皇兄!美股隊長推介每週用SCTR方法,輪動買賣排頭三十名的美股。
但我資金不大,持美股30...早晨水晶皇兄!美股隊長推介每週用SCTR方法,輪動買賣排頭三十名的美股。<br /><br />但我資金不大,持美股30隻未免太分散了。所以我只視SCTR為技術指標之一,而且會連同其他indicators一齊睇~Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-24148708904520898672017-05-14T19:52:23.699-07:002017-05-14T19:52:23.699-07:00早晨,Cherry! 我想請問你有開始實驗美股隊長所推介SCTR方法去買美股未?
如果有的話,效...早晨,Cherry! 我想請問你有開始實驗美股隊長所推介SCTR方法去買美股未?<br /><br />如果有的話,效果如何?水晶皇https://www.blogger.com/profile/12426238643559291639noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-91500349053646880972017-05-09T21:31:42.787-07:002017-05-09T21:31:42.787-07:00塘人兄客氣了!每人的操作手法不同,正如價值派的fundamentals分析法,因我冇研究開,所以好多...塘人兄客氣了!每人的操作手法不同,正如價值派的fundamentals分析法,因我冇研究開,所以好多都不明...<br /><br />你對老美地産咁熟識,這才是大茶飯呢👍👍Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-24037358312387939612017-05-09T17:01:21.650-07:002017-05-09T17:01:21.650-07:00春花姐把這些學問都操得好熟呢, 我到而家都未睇得明白, 說來有愧~~春花姐把這些學問都操得好熟呢, 我到而家都未睇得明白, 說來有愧~~塘人https://www.blogger.com/profile/04230180142137179194noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-79898020457032543872017-05-06T06:59:49.834-07:002017-05-06T06:59:49.834-07:00對呢狗股小子,尤其是科技股類别的,産品成長比派息增加更重要。對呢狗股小子,尤其是科技股類别的,産品成長比派息增加更重要。Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-25350559673623213322017-05-06T06:58:04.835-07:002017-05-06T06:58:04.835-07:00Thanks for your comment T.L!I agree that fundament...Thanks for your comment T.L!I agree that fundamental sales and profit margins are the lifeblood of a company. Other gimmicks may suffice for a while, but seasoned investors should discern such tricks in advance.Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-35293742560314205472017-05-06T06:54:57.452-07:002017-05-06T06:54:57.452-07:00有時某些“estimates”真笑死人,好似呢個:
https://seekingalpha.com...有時某些“estimates”真笑死人,好似呢個:<br />https://seekingalpha.com/news/3264173-citi-sets-odds-apples-m-target?app=1&uprof=45&dr=1#/email_link<br /><br />Citi估Apple太多現金,所以大把嘢可買:<br />“The Citi handicapping puts 40% odds on a Netflix buyout, 25% odds on a Disney buyout and the rest at 10% or lower odds.”<br /><br />呢哋%都唔知點揼出來嘅...同Tim Cook傾過?😂Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-76483458937470922042017-05-06T06:50:23.973-07:002017-05-06T06:50:23.973-07:00Sammy,其實嗰班分析師,好多都見高讚、見底踩。妳不用對他們的説話太上心,個股穩健的話,長遠也會反...Sammy,其實嗰班分析師,好多都見高讚、見底踩。妳不用對他們的説話太上心,個股穩健的話,長遠也會反映價值。<br /><br />Seeking Alpha大多分析師都極專業,但也有夾硬唱好/唱壞的文章,單係隻美銀股BAC已見不少。所以有自己的分析,肯定比信别人好。Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-28336122577822162582017-05-06T04:06:40.688-07:002017-05-06T04:06:40.688-07:00謝謝Joseph兄的分享!我較少睇大宗商品的個股,但相信對服裝/車股etc來說,庫存量及去貨速度是極...謝謝Joseph兄的分享!我較少睇大宗商品的個股,但相信對服裝/車股etc來說,庫存量及去貨速度是極重要的數據。Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-30578006500494098772017-05-06T04:02:02.991-07:002017-05-06T04:02:02.991-07:0080兄客氣了,我只是隨意分享,冇你的文章咁嚴謹呢~
現時不少企業的“化妝”技巧都好高超,散戶要加倍...80兄客氣了,我只是隨意分享,冇你的文章咁嚴謹呢~<br /><br />現時不少企業的“化妝”技巧都好高超,散戶要加倍小心。Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-26563406209650177652017-05-06T03:58:09.998-07:002017-05-06T03:58:09.998-07:00視乎企業的cash reserves吧~像Apple有成250bill.的,現金用得其所,會比囤積更...視乎企業的cash reserves吧~像Apple有成250bill.的,現金用得其所,會比囤積更有效。Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-21990931681915267832017-05-05T23:45:57.622-07:002017-05-05T23:45:57.622-07:00會否再看Sales/Earnings,可轉化為現金的速度?會否再看Sales/Earnings,可轉化為現金的速度?狸貓太子https://www.blogger.com/profile/02570634336242698596noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-35471478105392333292017-05-05T09:22:18.147-07:002017-05-05T09:22:18.147-07:00不要誤將Earnings(收益)看成是Sales(銷售), 這是很好的提醒, 在了解一家企業時都可以...不要誤將Earnings(收益)看成是Sales(銷售), 這是很好的提醒, 在了解一家企業時都可以多留意, 謝謝分享!80後標竿https://www.blogger.com/profile/16484132009656959776noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-10644906145737834242017-05-05T07:20:30.529-07:002017-05-05T07:20:30.529-07:00I also agree that the increment of dividends may n...I also agree that the increment of dividends may not help much.狗股小子https://www.blogger.com/profile/09157066196421309514noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-89227458633203345942017-05-05T07:16:00.594-07:002017-05-05T07:16:00.594-07:00如果是零售或消費股票,睇埋存貨加減都有用,如果sales一直升,存貨冇跟住大升,什至跌,是好消息如果是零售或消費股票,睇埋存貨加減都有用,如果sales一直升,存貨冇跟住大升,什至跌,是好消息joseph leunghttps://www.blogger.com/profile/08310440780343110808noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-82103237248997809492017-05-05T07:09:12.351-07:002017-05-05T07:09:12.351-07:00For this quarter,Apple's iPhone & iPad uni...For this quarter,Apple's iPhone & iPad unit shipments fall below consensus estimation. When fundamental sales do not go on well,dividend increases and share buybacks etc. may not help much.<br /><br /><br /><br />T.LAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-88319404171572619902017-05-05T06:02:17.218-07:002017-05-05T06:02:17.218-07:00其實apple今季派息有0.63,比前幾季多咗10%啦。只係revenue比預期少,嗰班前排評價ap...其實apple今季派息有0.63,比前幾季多咗10%啦。只係revenue比預期少,嗰班前排評價apple可去150-180元的分析員,依家無哂影~_~ <br /><br />利申:我有apple股Sammy Lamhttps://www.blogger.com/profile/14134508204378582467noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-32152884965179430012017-05-05T02:05:39.274-07:002017-05-05T02:05:39.274-07:00謝謝池兄的詮釋👍我才是不知股為何物呢,所以要寫哋notes作將來參考。
同意單睇數字、硬跟教條是...謝謝池兄的詮釋👍我才是不知股為何物呢,所以要寫哋notes作將來參考。<br /><br />同意單睇數字、硬跟教條是不智的行為,我個人亦不會這樣做。但老美的成長股大多為中小企,volatility又較大,所以多對照“標準要求”,可算是err on the side of caution。Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-71776013619266711512017-05-05T00:57:27.786-07:002017-05-05T00:57:27.786-07:00呢篇夠淺白,啱晒不知個股分析為何物的池某。
不過池某覺得睇數字不宜很表面地睇某個指標,或教條式地按某...呢篇夠淺白,啱晒不知個股分析為何物的池某。<br />不過池某覺得睇數字不宜很表面地睇某個指標,或教條式地按某個數字執行交易。比如產品的毛利率出現了大變化,單睇Sales就不足以判斷變好還是變壞。池裡漁https://www.blogger.com/profile/11162570051240423987noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-28156454413287925612017-05-04T23:33:21.358-07:002017-05-04T23:33:21.358-07:00追風兄的實例形容得非常好👍earnings及sales的數據,都要互作比較及分析,散户不能盲信企業...追風兄的實例形容得非常好👍earnings及sales的數據,都要互作比較及分析,散户不能盲信企業表面透露的“好業績”。<br /><br />而未有實際盈利的互聯網/科技企業,我個人是不敢碰的。Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-77053665418809772052017-05-04T23:28:24.144-07:002017-05-04T23:28:24.144-07:00Hey Sammy,Apple連續兩季(Q2'17 及 Q3'17)meet唔到Wa...Hey Sammy,Apple連續兩季(Q2'17 及 Q3'17)meet唔到Wallstreet Consensus,但它的revenues同cash reserves仍很紮實。<br /><br />HSBC(nyse)今個季度業績有驚喜,所以琴晚的股價在市前已升。Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-8391970725872207802017-05-04T23:20:39.983-07:002017-05-04T23:20:39.983-07:00牛腩河兄所言有理,但以擴充業務中的中/小企來說,幾十甚至幾百%都是有可能的,尤其美國的版圖都頗大。
...牛腩河兄所言有理,但以擴充業務中的中/小企來說,幾十甚至幾百%都是有可能的,尤其美國的版圖都頗大。<br /><br />大企業能持續有15%的growth,已好犀利了👍<br /><br />只要業績公佈時,股價跌幅唔好跌超過10%,已算較安全。否則,如老散持重貨、兼事先收到負面消息,可考慮做protective put。Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-38836727011239014802017-05-04T22:30:22.084-07:002017-05-04T22:30:22.084-07:00對呢阿Sue,Panera Bread都有餐飲業,好想食下佢哋嘢👍👍對呢阿Sue,Panera Bread都有餐飲業,好想食下佢哋嘢👍👍Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.com