北美实时股市股票

[vickyzyd]

food.to看来能做个大的

 

[van_gate]

food.to看来能做个大的

马上要出报表，应该不错。

 

[vickyzyd]

马上要出报表，应该不错。

呃？什么时候出报表？

 

[van_gate]

推荐一个好股KXS.to, 做供应链软件，最近回调不少，可以考虑适当介入

 

[vickyzyd]

推荐一个好股KXS.to, 做供应链软件，最近回调不少，可以考虑适当介入

没有入点，回调没有结束，最好等待更好的时机

 

[van_gate]

呃？什么时候出报表？

它6-8月是一季，所以最晚下月初。6-8月是它的淡季，但今年因为疫情，订阅用户数还在增长，销售额应该要超预期吧。

 

[van_gate]

没有入点，回调没有结束，最好等待更好的时机

右侧交易肯定还没出买点，左侧交易可以考虑吧？

 

[观雨]

I agree, usually for this kind of conclusion, I always look at myself first, do I go shopping more often than usual?
so you think M is going up, right? and all the online shoppings

My opinion only:
M? Absolutely.
Online shoppings? Not so much. 6 months of online shopping has been enough, perhaps too much for people. With vaccination production on track and school reopening, people will probably start going back to malls gradually.
M stock =Real Estate+Consumer Discretionary
MAC stock=Real Estate+Consumer Discretionary+Financials(because of the high leverage)

 

[vickyzyd]

我觉得我还是看中JUMIA这样的公司，因为行业前景可以确定，本着每个公司都是本能的向好的方向发展的原则，未来5年，前景可观，但是可能过程漫长，要慢慢来，所以我就先不停的做sell put, 折价买股票，以月为基础，premium肥厚

谢谢推荐，M MAC 我会关注

 

[vickyzyd]

右侧交易肯定还没出买点，左侧交易可以考虑吧？

这是一个变动不是很快的股票，从6个月跟一年的图像来看，刚开始调整，左侧交易有点太左了

从6个月图看，应该会调整到158，从一年图来看，可能会到152

 

[观雨]

我觉得我还是看中JUMIA这样的公司，因为行业前景可以确定，本着每个公司都是本能的向好的方向发展的原则，未来5年，前景可观，但是可能过程漫长，要慢慢来，所以我就先不停的做sell put, 折价买股票，以月为基础，premium肥厚

谢谢推荐，M MAC 我会关注

I agree with you for long term. The problem is in short term, obviously e-commence companies stocks have been over bought. While going online is definitely the trend, there are much better investment opportunities within those "traditional" dominants in their industries who start shifting business to online. For example, the Ketchup maker said their online business had been growing by more than 100%. With their incredible 97% penetration rate, the king will still be the king in their own empire. So, in my opinion, stocks like M, KHC, WMT have better investment value than AMZN.

Kraft Heinz stock upgraded twice with analysts upbeat about ongoing business transformation

Kraft Heinz laid out its strategy during its investor day, including a focus on efficiency that has already yielded $2 billion in cost cuts

www.marketwatch.com

 

[vickyzyd]

I agree with you for long term. The problem is in short term, obviously e-commence companies stocks have been over bought. While going online is definitely the trend, there are much better investment opportunities within those "traditional" dominants in their industries who start shifting business to online. For example, the Ketchup maker said their online business had been growing by more than 100%. With their incredible 97% penetratio rate, the king will still be the king in their own empire. So, in my opinion, stocks like M, KHC, WMT have better investment value than AMZN.

Kraft Heinz stock upgraded twice with analysts upbeat about ongoing business transformation

Kraft Heinz laid out its strategy during its investor day, including a focus on efficiency that has already yielded $2 billion in cost cuts

www.marketwatch.com

I get what you mean, I will think about it. As to make money, I have an open mind... =)

 

[van_gate]

这是一个变动不是很快的股票，从6个月跟一年的图像来看，刚开始调整，左侧交易有点太左了

从6个月图看，应该会调整到158，从一年图来看，可能会到152

多谢

 

[dukett]

My opinion only:
M? Absolutely.
Online shoppings? Not so much. 6 months of online shopping has been enough, perhaps too much for people. With vaccination production on track and school reopening, people will probably start going back to malls gradually.
M stock =Real Estate+Consumer Discretionary
MAC stock=Real Estate+Consumer Discretionary+Financials(because of the high leverage)

强烈同意这个，大家在线购物应该已经疲劳了

 

[dukett]

Jumia 看来看去放弃了。前景确实大好，毕竟是全新的市场，就跟几年前炒加拿大的大麻股一样，区别是我们知道在线购物几乎肯定是上升趋势，而大麻只是炒热点。但对jumia这种股票来说目前估值被炒的太高，未来几年股价到底有多少上升空间也还未可知；另外一个最让我担心的是非洲的基建怎么样，能撑的起来jumia业务成长多需要的大规模的物流能力吗？非常怀疑，虽然没去过非洲

 

[dukett]

有人能给聊聊food.to吗，是个纯粹的grocery delivery公司？魁北克这边眼看第二波疫情起飞了，估计是个利好？有人用过他们的服务吗

 

[dukett]

另一个热门行业，telemedecine 现在买进去有点晚了，但是也是个大趋势，值得关注。我知道的公司有well health, cloudmd 另外telus也有远程医疗业务不过之占很小一块

 

[van_gate]

李嘉诚有投资WELL，最近收购一硅谷公司进入美国市场；cloudmd类似，但还在创业板。

 

[van_gate]

有人能给聊聊food.to吗，是个纯粹的grocery delivery公司？魁北克这边眼看第二波疫情起飞了，估计是个利好？有人用过他们的服务吗

Goodfood主要还是西人客户吧，我没用过，但是我第二重仓股。

 

[van_gate]

food.to看来能做个大的

您太厉害了，看准了要突破大涨。这波能新高吗？