北美实时股市股票

[vickyzyd]

oh, yes! lol

day trade

 

[Superintender]

当天买进，当天卖出？

day trade

 

[arena]

当天买进，当天卖出？

恩，对。

 

[arena]

我突然在想关羽会不会抄底msft

 

[Superintender]

我突然在想关羽会不会抄底msft

绝对是好机会。 大跌大买，小跌小买

 

[vickyzyd]

wow, what happened to Microsoft?

But anyway I feel Microsoft is going down anyway...

Loosing the big personal pc market to tablet pc.

Office is too expensive, it could eventually loose its place to Apple's equivalent softwares. Because apple provides them for free if you buy a imac.

 

[Superintender]

今天跌得够狠的，Dow指跌近300点

 

[vickyzyd]

今天跌得够狠的，Dow指跌近300点

还好，可以接受的范围之内

我所有的股票都在回升，呵呵

 

[Superintender]

Microsoft Corporation (MSFT)跌了10%

 

[Superintender]

请评一下Delphi Automotive PLC (DLPH) 的股票走势，可以介入吗？

 

[vickyzyd]

请评一下Delphi Automotive PLC (DLPH) 的股票走势，可以介入吗？

zacks rating ---- 3 hold, which is good
Febuary 5 ------- earning release
insider sell ------ see pic below
basics------------- see pic below
institution holdings -- 77%

From its basic revenue information, we can see it is a growing company, now it is not very profitable yet, but it has potential.
But with its insider trading, I don't think the earning release will be encouraging.
From the chart, I don't quite like the chart, last year doesn't look bullish, and with the insider confirmation, I guess in short term, it is 75% bearish.

 

[观雨]

我突然在想关羽会不会抄底msft

我比较单纯，算得上底的话至少得52 week low（$36）附近吧。

如果一定要今天屯点儿蓝筹股的话，我也会觉得CAT比MSFT好。

 

[Superintender]

我比较单纯，算得上底的话至少得52 week low（$36）附近吧。

如果一定要今天屯点儿蓝筹股的话，我也会觉得CAT比MSFT好。

MSFT should be both value and growth type and quite blended company's shares, but negative news we got recently for the new OS's price issue.
CAT is value type. no too much news, this blue chip you should obtain.

 

[arena]

今天yhoo要出财报啊

 

[Superintender]

今天yhoo要出财报啊

近期，基本上出财报，大部分公司的股价都会跌。

 

[观雨]

Sold GM 06/19/15 36.00 PUT: price: $4

 

[观雨]

请评一下Delphi Automotive PLC (DLPH) 的股票走势，可以介入吗？

zacks rating ---- 3 hold, which is good
Febuary 5 ------- earning release
insider sell ------ see pic below
basics------------- see pic below
institution holdings -- 77%

From its basic revenue information, we can see it is a growing company, now it is not very profitable yet, but it has potential.
But with its insider trading, I don't think the earning release will be encouraging.
From the chart, I don't quite like the chart, last year doesn't look bullish, and with the insider confirmation, I guess in short term, it is 75% bearish.

浏览附件373544
浏览附件373545 浏览附件373546

总体盈利能力还可以， EV/EBITA=8.66；
未来有一定盈利增长，PEG=0.94，略高于枯荣线；

但是负债有点高，大约80%，高于行业平均水平60%，所以很可能是在“烧钱”维持短期绩效；
现金流不算差，但远不够好，FCF=1.04B=4.7%EV；
战术上，目前价格接近 all-time-high，风险>>潜在收益。

 

[Superintender]

总体盈利能力还可以， EV/EBITA=8.66；
未来有一定盈利增长，PEG=0.94，略高于枯荣线；

但是负债有点高，大约80%，高于行业平均水平60%，所以很可能是在“烧钱”维持短期绩效；
现金流不算差，但远不够好，FCF=1.04B=4.7%EV；
战术上，目前价格接近 all-time-high，风险>>潜在收益。

上周，Delphi出了新闻讲要烧15亿美金要回购股票份额！


Delphi Automotive宣布一項價值15億美元的股票回購計劃
最後更新: 01/13/2015 12:10
Delphi Automotive PLC (NYSELPH) [股價 | 圖表]

Delphi Automotive Corp (NYSELPH)周二稱，公司計劃回購價值15億美元的股票。新的股票回購計劃將在之前的股票回購計劃結束後開始執行。Delphi Automotive股價在早盤上漲0.6%，在之前的三個月內上漲18.8%，而標普500指數同期上漲9.5%。

 

[vickyzyd]

Sold GM 06/19/15 36.00 PUT: price: $4

GM的chart现在不好看

http://wallstreetpulse.org/analyst-price-target-consensus-on-general-motors-company/313642/

 

[观雨]

GM的chart现在不好看

http://wallstreetpulse.org/analyst-price-target-consensus-on-general-motors-company/313642/

谢谢提醒，不过主要目的是平衡一下portfolio，因为我现在有3笔GM 的long call，其中两个3月要到期，

如果经过31号的赔付截止，和2月4号的季报，GM上涨，我会清掉手里的long call（特别是那两个马上到期的），然后用今天买的short put继续跟GM；
如果结果出来GM下跌导致long call过期OTM，目前我也不觉得需要改变对GM bullish的判断，这种情况，手里也需要一些头寸；

任何一种情况，需要在31号前增持GM，今天可能不是最理想的机会（IV不理想），但是GM和大盘都下跌，这种时候买至少应该不会特别吃亏。