tag:blogger.com,1999:blog-6967727786832554285.post8197566248383510852..comments2024-03-16T04:08:03.549-07:00Comments on 自由工作者的自由投資路: 美科技股FANG與大市比較Cherryhttp://www.blogger.com/profile/03659033270799186631noreply@blogger.comBlogger41125tag:blogger.com,1999:blog-6967727786832554285.post-49329723968882459112017-04-03T07:45:58.667-07:002017-04-03T07:45:58.667-07:00不要緊呢Rx10兄~我也是近幾月裝了netflix睇戲,才知此股票😂不要緊呢Rx10兄~我也是近幾月裝了netflix睇戲,才知此股票😂Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-51891014562428959732017-04-03T07:38:04.397-07:002017-04-03T07:38:04.397-07:00完全無接觸過Netflix, 只略有所聞, 原來已成了龍頭股之一, 我真是大鄉里...完全無接觸過Netflix, 只略有所聞, 原來已成了龍頭股之一, 我真是大鄉里...Murciélago@Australiahttps://www.blogger.com/profile/12939611886859828188noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-81294719656807091802017-03-31T04:34:26.451-07:002017-03-31T04:34:26.451-07:00我都慣用technical analysis,自動化就更方便了😂我都慣用technical analysis,自動化就更方便了😂Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-78667309304740143912017-03-31T03:01:16.320-07:002017-03-31T03:01:16.320-07:00其實我係用techincal analysis多啲XD其實我係用techincal analysis多啲XDDerekhttps://www.blogger.com/profile/16477171403378850332noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-27740838488681886462017-03-26T21:17:18.717-07:002017-03-26T21:17:18.717-07:00Derek兄身為SFC license holder,對企業的背景特別熟稔,讚👍👍
正如池兄所...Derek兄身為SFC license holder,對企業的背景特別熟稔,讚👍👍<br /><br />正如池兄所言,FANG中,只有Google算是真正的科技實業。雖然Google近年的EPS growth同revenue growth都减慢速度,但其market Cap有成$598 bill.,未來的upside potential同net income,依然樂觀。<br /><br />最少...我冇信心持有一家長期燒錢嘅科網公司...<br /><br />Sorry我對百度等中國科企真係唔熟。就連老美散户最有印象的Jack Ma,我都唔熟...😂Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-61649390161937792112017-03-26T20:49:10.388-07:002017-03-26T20:49:10.388-07:00散户兄真勁抽!提早持有FANG四子,依家真係財自咗😂😂
NVDA近一年勢頭好勁,可惜AI電腦公...散户兄真勁抽!提早持有FANG四子,依家真係財自咗😂😂<br /><br />NVDA近一年勢頭好勁,可惜AI電腦公司我完全唔熟,所以不考慮了...Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-36294137473378286782017-03-26T20:43:46.557-07:002017-03-26T20:43:46.557-07:00對呢70兄,Netflix多野撰,就連佢哋原創劇都好睇到唔捨得停👍
Apple/Netflix等...對呢70兄,Netflix多野撰,就連佢哋原創劇都好睇到唔捨得停👍<br /><br />Apple/Netflix等現價真係高,所以我都轉吼XLK了~~Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-56155868839406610442017-03-26T20:41:26.140-07:002017-03-26T20:41:26.140-07:00I am flattered by ur compliments...but it sounds r...I am flattered by ur compliments...but it sounds rather far-fetched....doesn`t SA only allow CFA holders/finance profressionals etc as their contributors?<br /><br />I will have a look on their criteria though,thanks again!Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-89011507688664718442017-03-26T19:55:31.398-07:002017-03-26T19:55:31.398-07:00Netflix唔識睇,D劇好似越出越勁,但長遠content cost係大問題。
Google至少十...Netflix唔識睇,D劇好似越出越勁,但長遠content cost係大問題。<br />Google至少十年內冇人可以撼動到佢嘅壟斷地位。<br />Facebook最近終於開竅,減AI投資,對成本唻講係好事。我一路都唔明呢個世界有乜野人會有興趣同部機械人講野......<br />Amazon 年年條街話佢貴佢年年創新高俾你睇,真係唔好同個市鬥氣。<br /><br />例外必須要講,睇淡百度。講到AI對公司前景幾咁重要,竟然趕走左Andrew Ng, 有范增而不能用,一於食花生睇佢點死。Derekhttps://www.blogger.com/profile/16477171403378850332noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-21067553560169916732017-03-26T19:38:57.773-07:002017-03-26T19:38:57.773-07:00FANG我都有,不過我個N係NVDA,早知就FANNG啦。FANG我都有,不過我個N係NVDA,早知就FANNG啦。散戶https://www.blogger.com/profile/13331235145111900705noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-37771829069570330532017-03-26T06:51:53.851-07:002017-03-26T06:51:53.851-07:00It is my pleasure sharing investing info. with you...It is my pleasure sharing investing info. with you too:-)<br /><br />With your proficiency in Eng and use of metrics,have you thought of becoming a contributor to SA?<br /><br /><br /><br /><br />T.LAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-89383728366964273712017-03-26T06:28:15.580-07:002017-03-26T06:28:15.580-07:00NETFLIX 造福人群, 我老豆也開始睇緊~!
買隻科技ETF 無煩惱~~~NETFLIX 造福人群, 我老豆也開始睇緊~!<br />買隻科技ETF 無煩惱~~~LCK1028https://www.blogger.com/profile/14167298903259496691noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-83370966215091007312017-03-26T05:53:34.636-07:002017-03-26T05:53:34.636-07:00謝謝喜爸爸的充實分享!你是明白事理之人。透過參考不同blog友的投資風格,我們能有更多檢視及進步的機...謝謝喜爸爸的充實分享!你是明白事理之人。透過參考不同blog友的投資風格,我們能有更多檢視及進步的機會。<br /><br />即使是“心靈雞湯”類别的分享,只要是認真寫的,我也會欣賞。但純為了湊字數而jumble投資大亨出生背景年紀之類的文章,就只能説是not my cup of tea...<br /><br />我向來都不鼓勵網友見blogger買乜、自己就跟住買乜。獨立思維,在投資路上極為重要。事實上,我也持不少港股。讀者可視blog友文章為輔助,但功課一定要自己做👍Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-76531946891066053392017-03-26T05:15:00.642-07:002017-03-26T05:15:00.642-07:00Blog界諸子百家能夠堅持長期提供營養的,一早建立鮮明的個人風格。 投資各師各法,大家互補不足,然後...Blog界諸子百家能夠堅持長期提供營養的,一早建立鮮明的個人風格。 投資各師各法,大家互補不足,然後用腳行出自己的投資路。 雖然我不一定因為cherry的分享而投入美股的懷抱,開眼界及重新檢視在港股上的策略與心態,一定是好的。喜爸爸https://www.blogger.com/profile/08272981071089303208noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-86633667432970595822017-03-26T04:28:41.141-07:002017-03-26T04:28:41.141-07:00“done any buy/sell action during the market correc...“done any buy/sell action during the market correction”<br /><br />My Multicharts` auto-alert system kept “beeping” on Wed night(HK time)😂 but after I woke up to review the indexes, I dun think the pullback was too significant, as the recent contractions of DOW showed decreasing volatility. So I did not sell any stock.<br /><br />Of coz, we must keep an eye for any upcoming bullish/bearish trends.Be prepared:)Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-46555803169205870382017-03-26T04:20:37.486-07:002017-03-26T04:20:37.486-07:00Hey T.L, it`s always a delight talking about US ma...Hey T.L, it`s always a delight talking about US market with you, besides the SA comment forum:)<br /><br />Some US tech firms are already “too big to fall”, and it sets a tougher threshold for those smaller/growing firms. However, I am more positive about biotech/healthcare firms which produce breakthrough products. An innovative & popular drug can help boost organic growth.<br /><br />It dawns on me that I should look more into the healthcare sector, as they can serve as part of a defensive portfolio(alongside bonds, REITs and gold etc) once the market goes south.Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-26277183312856334842017-03-26T04:05:31.288-07:002017-03-26T04:05:31.288-07:00謝Joseph兄的留言分享!新科技/能源公司中,有不少好貨可淘,但真係考眼光及運氣,尤其國策轉變的確...謝Joseph兄的留言分享!新科技/能源公司中,有不少好貨可淘,但真係考眼光及運氣,尤其國策轉變的確較難預計。<br /><br />“只有好運的人才可做到”<br />相信優秀投資者如你也可做到👍<br /><br />Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-7797718305640859422017-03-26T04:02:09.490-07:002017-03-26T04:02:09.490-07:00“個 editor 有D小器喎”
我相信冇人會小器得過我😂😂“個 editor 有D小器喎”<br />我相信冇人會小器得過我😂😂Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-46232299006222704162017-03-26T04:01:09.902-07:002017-03-26T04:01:09.902-07:00阿Sue,Seeking Alpha是公眾網站,應有grading system去衡量每位contr...阿Sue,Seeking Alpha是公眾網站,應有grading system去衡量每位contributor的followers及hit rate。因此各編輯鼓勵讀者follow佢,也是人之常情。<br /><br />畢竟人哋寫了咁多免費但高質的文章,所以讀者做番少少回饋,絶對是應份的。Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-53184084236070173672017-03-26T00:12:01.355-07:002017-03-26T00:12:01.355-07:00未來應該仲有好多好公司有待發掘, 電動車, 再生能源, 水利工程, 基建, 科技. 但要在間公司成...未來應該仲有好多好公司有待發掘, 電動車, 再生能源, 水利工程, 基建, 科技. 但要在間公司成名前就可以重倉買入, 只有好運的人才可做到. joseph leunghttps://www.blogger.com/profile/08310440780343110808noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-86740639218558143472017-03-25T21:06:58.718-07:002017-03-25T21:06:58.718-07:00With `FANG` and Apple maintainning their status qu...With `FANG` and Apple maintainning their status quo,it is increasingly difficult for new tech firms to experience stellar growths,as hot money will flow towards big Corps as a form of safe haven.<br /><br />Just wondering if you have done any buy/sell action during the market correction a few days ago?:)<br /><br /><br /><br /><br />T.LAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-77216914546705579162017-03-25T21:03:22.489-07:002017-03-25T21:03:22.489-07:00With `FANG` and Apple maintainning their status qu...With `FANG` and Apple maintainning their status quo,it is increasingly difficult for new tech companies to become star performers,as hot money flows towards the big Corps as a safe haven.<br /><br /><br />Just wonder if you have done any buy/sell action during the market correction a few days ago?:-)<br /><br /><br /><br /><br />T.LAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-85480813166444367542017-03-25T17:41:07.138-07:002017-03-25T17:41:07.138-07:00個 editor 有D小器喎,認住邊個有follow邊個冇follow佢xd個 editor 有D小器喎,認住邊個有follow邊個冇follow佢xdSue Szehttps://www.blogger.com/profile/16689614202021024236noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-4803725673746419462017-03-25T07:38:56.676-07:002017-03-25T07:38:56.676-07:00池兄果然心水清👍👍Google團隊是有主動研發新科技產品的,反之另外三者是應用網絡提供娛樂和便利...池兄果然心水清👍👍Google團隊是有主動研發新科技產品的,反之另外三者是應用網絡提供娛樂和便利。<br /><br />Netflix的增幅大於Google,可能因它直接KO咗Blockbuster等租碟行業,並分薄了電影業及cable TV的客源。<br /><br />老美愈來愈多年輕人在家binge watching Netflix,連出街消費都少咗了...<br /><br />Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-47969722805999940132017-03-25T07:27:10.484-07:002017-03-25T07:27:10.484-07:00牛腩河説得對呢!SA的編者全部都認真敬業。反而本港有些人開了FB“寫作專頁”幾個月,就迅速出到書.....牛腩河説得對呢!SA的編者全部都認真敬業。反而本港有些人開了FB“寫作專頁”幾個月,就迅速出到書...<br /><br />比起本地的速食文化,我更欣賞認真撰寫文章的網誌編輯。Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.com