北美实时股市股票

[观雨]

支持你们这些悲观者，买了msft的put @43.5, 估计本周会到42

从基本面看，MSFT当前价格不能算高估。

 

[假马的马夹]

Buy SPY指数 put@212

 

[vickyzyd]

从基本面看，MSFT当前价格不能算高估。

手本电脑取代桌式电脑是趋势，Office被取代也是趋势，我看得是趋势

再看看最近的analysis，downgrade到处都是，最多也是market perform，市场可能会有调整，要调整micriosoft逃不了，所以预计3.5%的跌幅，嘿嘿

 

[arena]

z looks good

 

[arena]

habt

 

[vickyzyd]

z looks good

I am more interested in something which does not look good right now.

 

[观雨]

Bought BIDU Jan 20 2017 Call@220; $35.75

 

[观雨]

Sold KO May 15, 2015 $44.00 Put; $2.9

 

[arena]

z太强势了，就在这short一下，冲破前期高点就止损

 

[观雨]

z太强势了，就在这short一下，冲破前期高点就止损

今天狂涨的原因是。。。？

 

[arena]

今天狂涨的原因是。。。？

最近利好的延续，今天还没看到什么特别的，就一个tp upgrade， 并购被批准也是旧闻了

 

[arena]

哪里能看到免费的level2 data

 

[arena]

太tm强了

 

[观雨]

好像巴老确实在增持KO，记得我去年6月买KO 的call@50的时候，我查的伯克希尔股份占KO 9%，根据今天的数据已经涨到15%了，难道老巴真的要联手3G Capital把KO私有化了？
http://forum.iask.ca/threads/北美实时股市股票.700949/page-21#post-10066317

http://finance.yahoo.com/news/stocks-edge-lower-ahead-fed-170000291.html
Wide-moat Berkshire Hathaway's (BRK.A)(BRK.B) fourth-quarter 13-F filing highlighted a shift in strategy as the firm unloaded most of its Energy holdings and funneled most of the capital raised into Deere (DE) and IBM (IBM). The company's 13-F equity holdings, which do not include foreign investments held abroad, were valued at $110 billion at the end of the December quarter, with the top five holdings-- Wells Fargo (WFC) (23%), Coke (KO) (15%), American Express (AXP) (13%), IBM (11%), and Wal-Mart (WMT) (5%)--accounting for more than two thirds of the portfolio. Berkshires shares were down slightly at midday.

 

[观雨]

好像巴老确实在增持KO，记得我去年6月买KO 的call@50的时候，我查的伯克希尔股份占KO 9%，根据今天的数据已经涨到15%了，难道老巴真的要联手3G Capital把KO私有化了？
http://forum.iask.ca/threads/北美实时股市股票.700949/page-21#post-10066317

http://finance.yahoo.com/news/stocks-edge-lower-ahead-fed-170000291.html
Wide-moat Berkshire Hathaway's (BRK.A)(BRK.B) fourth-quarter 13-F filing highlighted a shift in strategy as the firm unloaded most of its Energy holdings and funneled most of the capital raised into Deere (DE) and IBM (IBM). The company's 13-F equity holdings, which do not include foreign investments held abroad, were valued at $110 billion at the end of the December quarter, with the top five holdings-- Wells Fargo (WFC) (23%), Coke (KO) (15%), American Express (AXP) (13%), IBM (11%), and Wal-Mart (WMT) (5%)--accounting for more than two thirds of the portfolio. Berkshires shares were down slightly at midday.

错错错，我理解错了。
15%是占伯克希尔总资产的比例，不是占KO总股份的比例。
目前老巴还是握着4亿KO的股份，仍然是9%多一点。

 

[假马的马夹]

阿里巴巴在85有支撑吗？

 

[arena]

阿里巴巴在85有支撑吗？

撑不住，82都够呛，你都空股指了，还要多baba

 

[假马的马夹]

撑不住，82都够呛，你都空股指了，还要多baba

市场争夺中，现在还真看不出多空。

 

[假马的马夹]

市场争夺中，现在还真看不出多空。

这一波冲的太狠了，sp500在2100应该要纠缠一阵子。

 

[观雨]

Sold KO 04/17/15 PUT@43; $1.91

刚看完这篇报告，总体感觉软饮料行业竞争激烈，但是KO表现很稳定。
如果跟Keurig的排他性合作能够打开局面的话，特别是2015年9月底前Keurig Cold发布上市，有可能会有一个boost。
http://marketrealist.com/2014/12/investing-coca-cola-worlds-largest-soft-drink-company/
http://ca.reuters.com/article/businessNews/idCAKCN0J126Y20141117?pageNumber=2&virtualBrandChannel=0