r***l
发帖数: 9084 | 1 我个人看法
ntes的报表最好，但er后跌了些，主要是网易wow收入稍微减少，并且conference网易
高管回答和暴雪合作问题上面有些躲躲闪闪（这个估计是中国传统那种事情不敲定不声
张的文化作祟).其实wow收入减少并不是什么坏事，ntes Q4总收入和盈利仍然增长25%
左右,证明ntes收入的平衡性和增长多样性。网易是那种很保守的公司，conference从
来不给下个季度的guidance,让投资者有时候疑虑滋生. anyway, 网游公司市场都是比
较苛刻，稍微有些瑕疵就要惩罚一下。ntes如果到了40-42 i will add heavy
position了
bidu随便说两句，我对bidu了解不如ntes深，ntes就那些游戏，bidu的收入牵扯相对多
，而且高增长，相对难评价和预测。anyway, bidu的Q4的确很好，但2012 Q1 guidance
一般，所以我估计bidu短期涨的空间也不是很大，当然我不会动我的仓位，因为长期我
是看好bidu 1-2年内到200的。
bidu/ntes是我long swing trade和sell put的最爱，rewar... 阅读全帖 |
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B*******n
发帖数: 20645 | 2 Hiring has slowed, economic growth has eased, inflation is tame and millions
of Americans remain unemployed. In short, the recovery is stalling.
But after more than three years of trying to stimulate the economy, what
else is the Federal Reserve to do?
That's the predicament Fed Chairman Ben Bernanke and his crew will face this
week, as the Federal Open Market Committee meets in D.C. Tuesday and
Wednesday.
Should they chose to act soon, here are some options on the table:
1. Extend Operation Twi... 阅读全帖 |
|
l**t
发帖数: 6971 | 3 这次Apple的ER并不算太差，就是Mac因为生产问题比去年竟然少了一个million，才导
致的miss。但是下个季度的预期很差。这次Apple说不再给过分conservative的
guidance，而是给一个上下的range。而按照guidance给的range，可以估算出来下季度
EPS可能会比去年有实质性的下降。这才是他大跌的主要原因。
还有就是没有增加分红，还暗示了未来两三年都不会增加。这也让很多人大失所望。 |
|
l**t
发帖数: 6971 | 4 这次Apple的ER并不算太差，就是Mac因为生产问题比去年竟然少了一个million，才导
致的miss。但是下个季度的预期很差。这次Apple说不再给过分conservative的
guidance，而是给一个上下的range。而按照guidance给的range，可以估算出来下季度
EPS可能会比去年有实质性的下降。这才是他大跌的主要原因。
还有就是没有增加分红，还暗示了未来两三年都不会增加。这也让很多人大失所望。 |
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P**********y
发帖数: 245 | 5 CFO说了cost在guidance的上端，output在guidance的中段。
也就是说本来估计成本是$575到$585，现在发现真实成本接近$585。本来估计产出是7.
3到7.5个million (oz)，现在发现大概在7.4个million左右。
自己判断该斩仓还是继续持有，还是上扑对冲风险。 |
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J********i
发帖数: 50662 | 6 Q1 EPS of $0.40 misses by $0.01. Revenue of $12.58B (-2.5% Y/Y) misses by $
30M. Expects Q2 revenue of $12.4B-$13.4B vs. $12.9B consensus. Expects "low
single-digit" 2013 revenue growth, unchanged from prior guidance and
compares with 0.7% consensus. Lowers 2013 capex guidance range by $1B to $11
.5B-$12.5B. |
|
c******r
发帖数: 422 | 7 2:58PM Zynga (halted) also reaffirms Q2, FY13 guidance; Q2 bookings in the
lower half of previous guidance (ZNGA) 3.41 +0.01 : Co reaffirms Q2 EPS of (
$0.04)-(0.03) on rev of $225-235 mln; consensus ($0.03), $232.6 mln.
Bookings are projected to be in the lower half of the outlook range provided
in April 24, 2013 first quarter earnings release. While Farmville Franchise
continues to perform well, other games are underperforming.
Zynga also re-affirms FY13 adj. EBITDA margin of 0-10%. |
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h**u
发帖数: 144 | 8 今天追高买的，有点后悔。
Second Quarter 2013 Results
Consolidated net revenues were RMB753.5 million (US$122.8 million) in the
second quarter of 2013, a 30% increase from the pro forma combined net
revenues for the corresponding period in 2012 and meeting the consolidated
net revenues guidance previously announced by the Company. Consolidated
advertising net revenues were RMB726.6 million (US$118.4 million), meeting
the consolidated advertising net revenues guidance previously announced by
the Company. The ... 阅读全帖 |
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q*****y
发帖数: 470 | 9 LightInTheBox dims AH on lower-than-expected revenues, weak guidance •
4:28 PM
LightInTheBox (LITB) is down 23.3% AH after Q2 results underwhelmed. Revenue
grew 52.6% Y/Y to $72.2M, but misses consensus of $75.8M. Shares are still
up 56% from LITB's June IPO price of $9.50.
Total customers increased 140% Y/Y to 1.2M
Revenue from repeat customers increased 123.7% Y/Y to $23.4 million.
Margins expanded across the board as LITB scales its business. Gross margin
rose by 4.3% from the previous ... 阅读全帖 |
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s***m
发帖数: 6197 | 10 Jan 22 2014, 16:10
Netflix (NFLX) soars in the after-hours session after beating on both lines
with its Q4 report and showing
plenty of momentum with subscriber growth.The company added 2.33M
subscribers in the U.S., compared to
the company's guidance for a gain of 1.61M-2.41M subscribers. Analysts
expected U.S. subscriber additions of
around 2.05M.International net additions during the quarter came in at 1.74M
, up 300K Q/Q and down slightly
from the year-ago period.Streaming margin was 23.4%, ... 阅读全帖 |
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V*****2
发帖数: 7930 | 11 ER BEAT了，盘后也没涨，确实很奇怪。
Q3 Non-GAAP Earnings Per Share Results Exceed Guidance
EA Was the #1 Publisher on Next Generation Consoles in December
Fiscal Year 2014 Non-GAAP EPS Guidance Raised to $1.30 Per Share |
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m******e
发帖数: 536 | 12 我觉得不仅是“维持利率，减少QE金额10B”，还要看联储是怎么来描述当前经济情况
和对未来预期的，以及guidance由何变化。
市场现在一般都预期“维持利率，减少QE金额10B”。但联储是如何评估当前和未来经
济情况的，guidance有什么变化。这个市场可能会同样更关注。 |
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k****h
发帖数: 944 | 13 Not this time. I sold most gluu and held only a small position last ER, but
this time I kept all.
Last time, EPS was marginally beaten. What led to the drop was the guidance
(weaker than expected). This time, the earning and revenue were
substantially higher than expected, and the guidance given is excellent. The
management also referred acquisition and merge possibility, the cooperation
with Japanese company, etc. NO weakness for this ER.
earnings |
|
r*****e
发帖数: 4611 | 14 真惨
六无企业啊
Big Plug Power gains ebb as Citron says fair value is 50 cents
Mar 11 2014, 12:28 ET
The meteoric rise in Plug Power (PLUG +2%) is weakened slightly after Citron
Research says the fair value of the stock is a mere $0.50, which is a
blended average of all of the company's recent capital raises.PLUG will
issue earnings and guidance on Thursday and warns investors they "cannot
trust management guidance... not even a little bit," saying the company has
"a history of broken promises and fail... 阅读全帖 |
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a**********2
发帖数: 355 | 15 微信公众平台 usoptions
Today's US Research Highlights and Market Update
Market Intelligence – Morning Update
By Chris Hussey
Published 18 Mar 2014 6:43:46 am CDT
Stocks in Asia were mostly higher Tuesday as indices reacted to the
surprisingly bullish tone set in the US on the back of two potentially
troubling bits of news over the weekend: Ukraine and China FX band widening.
Japan's Nikkei saw the strongest gains as the yen devalued against the
dollar against a backdrop of relaxing tensions. But afte... 阅读全帖 |
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i*******e
发帖数: 1904 | 16 他想说：momentum股不易长线持有。
其实，SCTY的500MW的全年guidance并不差。Q1的guidance低是因为天气太差了，没法
装panel。
Tesla的gigafactory肯定会带solar city玩的，是一个利好。Energy storage的生意做
起来的话，会更有前途。
SCTY只在14个州开卖，而FSLR在50个州。SCTY的区域增长空间不可限量。
而且听Jim Cramer的口气，现在人们对musk的顶礼膜拜真的是不可小看。散户的musk狂
热会逼着基金经理们加仓的。乔布斯要是不死，现在的苹果怎么也要600-700一股吧。
这就是灵魂人物的区别。
总之，scty跌下来还是可以入货的。Solar股就这个德行，跌的快，涨的也快。一个新
闻就又彪了。 |
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S*********g
发帖数: 24893 | 17 Why Gogo Is An Excellent Investment
by Kyle Fishman
Disclosure: I am long Gogo. (More...)
Summary
Gogo is the industry leader of inflight WiFi.
Gogo has two powerful characteristics that make it a solid investment: A
Competitive Advantage and Culture of Innovation.
The industry has been growing very fast, and is expected to grow much
faster in years to come.
In-flight Wifi is the future of air travel. Over the next decade, it is
expected to expand fifteen-fold, from a $350 million bu... 阅读全帖 |
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m********o
发帖数: 2088 | 18 Professor and nothing there is commodity does not deal with the
Professor Heifer made a few little red flower is known, well-written, are
concerned about old-fashioned,
Nothing is a joke, I mean, I knew a few years ago, when the commodity is
share many experiences in layout view
Waiting to see
I am very confident nothing he commodity believes that to be loved
Professor also believe it is not wicked, professors say frog deserves it, I
think that mentality is not good, said he was deeply hurt
Is a... 阅读全帖 |
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v******r
发帖数: 1630 | 19 scty 2015 的预期都出来了 。。 增长100% 。。。
“2014 Guidance Increased 25 MW to 500-550 MW and 2015 Guidance
Set for 900 MW – 1 GW” |
|
|
j***u
发帖数: 836 | 21 http://seekingalpha.com/news/1861835-gilead-ramps-up-guidance-a
Gilead Sciences Q2 results: Total Revenues: $6,534M (+136.1%), Sovaldi sales
Expense: $613.6M (+50.2%); Net Income: $3,655.6M (+208.4%); EPS: $2.20 (+209
.3%); Gross Profit: $5,610.2M (+120.6%); Gross Margin: 85.8% (+14.1%); COGS:
14.2% (-42.8%); Operating Profit: $4,412.8M (+262.1%); Net Earnings Yield:
55.9% (+100.4%).
2014 Guidance: Net product sales: $21B - 23B from $11.3B - 11.5B; Non-
GAAP GM: 85 - 88% from 75 - 77%; R&D: ... 阅读全帖 |
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t*******l
发帖数: 3662 | 22 为什么要赌ER和guidance呢，胜率是多少?
看看tripadvisor，sandisk，juniper一下就能跌10%。
ER和guidance都好的，最多涨能涨多少？
我怎么觉得赌ER其实风险相当大啊 |
|
w**k
发帖数: 6722 | 23 "We now project revenue growth of 25% to 26% year-over-year, an increase
from the previous guidance of 21% to 23% growth and non-GAAP diluted EPS of
$2.26 to $2.28, higher than our prior guidance of $2.10 to $2.15."
----Quoted from ER conference call transcript |
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g*********r
发帖数: 543 | 24 粗略算一下gluu的定价：
高速发展的公司盈利基本没法用来衡量股价（忽略不计），我们从revenue来看，
Q1+Q2 = 72M 五到六月份volume低的时候的股价大约在 $3.6 ~ $3.8
Q3+Q4 = 140 ~ 150M 现在的股价粗略估计 72/140（150） * $3.6 (3.8) = $7 ~ $7.
91
考虑到gross margin降低从68%降到58%，加上并购股票稀释带来的短期利差 （这个长
期来看利好，所以暂时忽略不计），需要调整 $7 ~ $7.91 *58/68 = $5.97 ~ 6.74
如果考虑到潜力， gluu通过并购以及自身发展，得到了更多的游戏平台，
每个游戏引擎一旦开发出来，会有一系列的游戏：
比如hunter系列： deer hunter to Dino hunter
好莱坞系列：从 stardom 到 kim kardashian
总的来说是一个前景不错的公司。今年下半年至少5款新游戏上市！破鼓万人捶，如果
股价明天跌破$6, 建议持有一段儿时间， 等volume下去，股价回归再卖。
为什么gluu股价会到$7.5，全因为其... 阅读全帖 |
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l*****a
发帖数: 31 | 25 Rocket Fuel Inc. (NASDAQ: FUEL) looked good if you just read the summary.
Its revenue rose by 70% and gross profit rose 80%. The company also
announced that it was acquiring [x+1] for its SaaS-based ad/marketing
solutions. Here is the problem with its guidance – the full year standalone
guidance now reflects tempered revenue expectations, or softer sales. |
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M****n
发帖数: 411 | 26 这个10万辆不是对2015的年化guidance，而是到2015年年底的产能run rate，也就是以
2015年年底的产能extrapolate到整年年化的产能，所以实际上2015年guidance小于10
万。 |
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j****i
发帖数: 742 | 27 I bought WUBA back today and bought it a lot because it is so cheap...
-----------------------------------------
——$58同城(WUBA)$ 总营收为6460万美元，同比增长83.9%，高于6100万至6300万美元
的公司指导性预测。
——毛利率为94.7%，高于去年同期的93.9%。
——Q2销售及市场费用4030万美元，同比增106.6%，其中广告花费高达1650万美元[心
碎了]；
——non-GAAP(非美国通用会计准则)净利润为1240万美元，去年同期为550万美元。
——截至6月30日，公司现金、现金等价物、短投共计4.143亿美元；Q2运营现金流为
2220万美元；
——公司预计第三季度总营收6600-6800万美元，增速在59-63%。
Second Quarter 2014 Financial Highlights
Total revenues were US$64.6 million, an 83.9% increase from the same p... 阅读全帖 |
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m***e
发帖数: 810 | 28 2015 年的Guidance 是至少6万辆（Elon Musk说的)；
2015年底达到10万辆，即2000/week的 run rate;
2016年的Guidance，我估计至少12万辆。
按照10万的ASP，30％ GM，15% net margin，自己算吧。TSLA的股价实际上都是明牌。 |
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m***e
发帖数: 810 | 29 前面的ER和guidance里来的。前提是Tesla meet guidance，目前没有不meet的理由。 |
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u******4
发帖数: 4281 | 30 Glu Reports Record Third Quarter 2014 Financial Results
Record Q3 non-GAAP revenues of $83.6 million, up 270% year-over-year and
138% quarter-over-quarter
Record Q3 GAAP revenues of $64.8 million
Record Q3 Adjusted EBITDA of $15.4 million, exceeding guidance
Record Q3 Adjusted EBITDA margin of 18.4%
Full year 2014 guidance raised
Extended the license agreement with Kim Kardashian-West for an
additional three years |
|
d******8
发帖数: 1972 | 31 Citi downgraded TubeMogul Inc (NASDAQ: TUBE) Monday from Buy to Neutral and
raised its price target from $13 to $19.
Analysts led by Mark May noted that TubeMogul reported strong Q3 results, "
as Spend, Revenue, Gross Profit, EBITDA, and margins were all well above our
estimates and guidance. The company also gave 4Q guidance that was above
our estimates, and announced a number of client wins for its Platform Direct
business.”
May concluded that, "while we continue to view TubeMogul as a best-of... 阅读全帖 |
|
d******5
发帖数: 4273 | 32 Splunk beats estimates, provides strong guidance; shares lower
Splunk (NASDAQ:SPLK): FQ1 EPS of -$0.01 beats by $0.02.
Revenue of $125.7M (+46.3% Y/Y) beats by $7.49M.
Expects FQ2 revenue of $138M-$140M, above a $136.4M consensus.
Expects FY16 (ends Jan. '16) revenue of $610M-$614M, up from prior
guidance of $600M and above a $603.6M consensus.
这股ER后往往大动：大跌就买，大涨就卖。 |
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d******5
发帖数: 4273 | 33 Splunk beats estimates, provides strong guidance; shares lower
Splunk (NASDAQ:SPLK): FQ1 EPS of -$0.01 beats by $0.02.
Revenue of $125.7M (+46.3% Y/Y) beats by $7.49M.
Expects FQ2 revenue of $138M-$140M, above a $136.4M consensus.
Expects FY16 (ends Jan. '16) revenue of $610M-$614M, up from prior
guidance of $600M and above a $603.6M consensus.
这股ER后往往大动：大跌就买，大涨就卖。 |
|
T**y
发帖数: 1024 | 34 Oil Prices: Four Experts Size Up the Energy Market
Four experts explain what’s ahead and highlight the best investment
opportunities in the energy sector.
February 14, 2015
Perhaps the biggest surprise of 2014 was the sharp decline in oil prices.
Black gold fell almost 60% from its summer peak of $107 to a low of $44 in
January, before enjoying a nice bounce to a recent $53. The reverberations—
good and bad—are being felt around the world, from the oil kingdoms of the
Middle East to Argentina, R... 阅读全帖 |
|
b*d
发帖数: 3069 | 35 [3/4/2015] Roosters:
Mingong reported weekly profit of 2000$ in 4 days of March, above the
average of the market. However, analysts say it was below the consensus of
the street and raised some concerns of long term growth. It is not possible
to compare this number with Mingong's guidance as He didn't usually give
guidance on the earnings. |
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p*****3
发帖数: 1331 | 36 From March 25 Oppenheimer analyst report:
"Oppenheimer analyst Fadel Gheit came out with his views on Chesapeake
Energy Corporation (NYSE:CHK), following the news that the company reduced
its 2015 capital budget to $3.5-$4B, $500M under previous guidance. The
analyst rates the stock an Outperform with a $22 price target, which implies
an upside of 54% from current levels.
Gheit noted, "Based on new guidance and current strip prices, we trim '15E
EPS to -$0.77 from -$0.71 and expect operating cas... 阅读全帖 |
|
d******5
发帖数: 4273 | 37 Financial Performance for the Three Months Ended March 31, 2015
Total revenue for the first quarter of 2015 was $16.0 million, an increase
of 90% from the first quarter of 2014. Subscription revenue was $14.9
million, an increase of 100% on a year-over-year basis.
Gross margin for the first quarter of 2015 was 55.0%, compared to a gross
margin of 21.4% in the first quarter of 2014. Non-GAAP gross margin for the
first quarter of 2015 was 58.1% compared to a non-GAAP gross margin of 23.1%
in the f... 阅读全帖 |
|
p*****3
发帖数: 1331 | 38 发信人: park123 (虎视眈眈), 信区: Stock
标 题: Re: 炒UGAZ约等于赌博（高风险，最终接近零）
发信站: BBS 未名空间站 (Thu Jun 11 19:03:25 2015, 美东)
From March 25 Oppenheimer analyst report:
"Oppenheimer analyst Fadel Gheit came out with his views on Chesapeake
Energy Corporation (NYSE:CHK), following the news that the company reduced
its 2015 capital budget to $3.5-$4B, $500M under previous guidance. The
analyst rates the stock an Outperform with a $22 price target, which implies
an upside of 54% from current levels.
Gheit noted, "Ba... 阅读全帖 |
|
s******1
发帖数: 4987 | 39 EPS guidance下调，non-GAAP EPS guidance unchanged或者上调，请问什么样的情况
会导致这样的预期变化？ |
|
r***l
发帖数: 9084 | 40 网易我一直都很有兴趣，也赚了不少，虽然最近这一大波真是miss了，不过网易有几个
比较有意思的事情
1. 丁磊持网易大概47%的股份，我不知道是不是所有中钙公司里面最高的，但肯定也是
top 3的了。
2. 网易的报表从来不给guidance，所以不存在散户最厌恶的beat earning but miss
guidance的问题
3. 丁磊财报会议说话是很冲的，遇到他不喜欢的analyst他直接顶回去，说话冲了后，
他的cfo会翻译成比较友好的词句讲出来，可电话那头的analyst也是华人，都听的懂，
呵呵，有几次很搞笑的,比如某次丁磊发飙，对某analyst讲“你又不是我老板，我没必
要和你讲那么细."
4. 网易的报表我记忆中都是周三晚上6点。
5. 网易的西游系列游戏已经有将近15年的历史了，已经被唱衰了10年，可现在居然还
有几百万人在玩，同时在线几十万，基本上网易一个梦幻西游的价值就抵的上新浪或者
搜狐。
6. 网易的风格是绝对不去搞烧钱的事情，丁磊的名言“我放着赚钱的游戏业务不好好
搞，为什么要去趟别的浑水？” “XXX是操着卖白粉的心，赚白菜的钱." ”慢一点没
关系，... 阅读全帖 |
|
f*******e
发帖数: 5277 | 41 如题所述，此文的目的虽然是比较股市投机与投资，但用的例子是TSLA。对这个公司大
家看法极端分化的比较厉害，我是TSLA长线牛，观点不免会被立场影响，不喜误入。
首先确定一下，你是想投资TSLA，还是投机TSLA。
如果是投机，那我没什么好的意见和建议，TA可能是主要工具，我本人TA水平不高。不
过由于TSLA是个新闻驱动很厉害的股票，所以你还得盯着它的一举一动，知道近期会有
什么事件可能造成什么影响，来助力你的TA分析。比如九月底的X launch，算是一直给
TSLA吊着一口气的事件。所以，你如果短期投机TSLA，也要对其FA有一定了解，尤其是
事件型的FA，否则很容易事倍功半。综上，我觉得TSLA不是个特别好的投机对象，太麻
烦了，同样的TA功力，去做三倍大盘指数可能更合适。
如果是投资，那么搞清楚几点问题：
1. 投资时间多长？我觉得3年以内的话就还是算了吧，这个价格太高了，腰斩后也难说
有什么投资价值，把握好谷峰谷底的话能赚不少钱，但那是投机。不过如果看3年以后
的话
2. 3年以后公司的主要收入来自哪里？是Model S么？是Model X么？都不是。是Model
3和电池... 阅读全帖 |
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e*********r
发帖数: 337 | 42 Well, if you have been in the stock long enough, then you should be able to
see through these noises.
AAPL recently came down from $134 to below $100 mainly on two concerns --
initially disappointing Apple watch sales and then followed by the China
concern. So if these concerns are addressed in the coming earnings report,
stock will take off.
For the upcoming earnings reports, the street will be fixated on a single
number --- iphone unit sales. Iphone # will likely disappoint for the simple
rea... 阅读全帖 |
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e*********r
发帖数: 337 | 43 It was not anything in apple's fundamentals that have caused today's drop or
Friday's rise. It's just the way how AAPL trades leading up to its earnings
reports. We won't see any decisive directional moves in AAPL until after
the earnings report.
It's pretty much guaranteed that apple will beat on both earnings and
revenue. But these # won't matter, what do matter are the iphone unit # and
the guidance for the next quarter. The iphone unit # will dictate the price
movement in the minutes followi... 阅读全帖 |
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e*********r
发帖数: 337 | 44 1. Earnings and Revenue both beat the expectation, not by a great margin.
But considering the strong dollar and the fact that only 2-days of new
iphone sale were included, the numbers are respectable.
2. The high end of the guidance is above analysts' forecast. Apple
routinely beats the high end of its own guidance, by greater margin
especially in Q1s.
3. Iphone number came in just ever so slightly below the expectation by 0.1
M. no biggie there again considering the fact that only 2-days of ne... 阅读全帖 |
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k***x
发帖数: 6799 | 45 上次好像是调低guidance了，这次guidance也调高了
firm还 |
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v********a
发帖数: 59 | 46 BABA 这种股票看长期绝对是稳涨。花街的guidance压压短期利好还可以，长期肯定压
不住。BABA需要的只是时间。
[在 Djanguo (马云马化腾合体-马永贞) 的大作中提到：]
：同意，BABA 现在势没有了，利好的消息基本都被消化光了，除非Q4能实打实的beat
花街的guidance，不然很难在向上了。
：
：........... |
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s******Y
发帖数: 2085 | 47 这个消息确定？ 这可是个重磅炸弹， 股价会腰斩， 如果你是扯淡， 这有点过分了，
我手里握着很多，现在抛了就当冤大头了。
我刚看了财报， 没提这事儿， 非常好的财报。
Q2 guidance不是太好， 但是考虑到其他appl下季度出货量很差， 这个guidance反而
很漂亮。 |
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s******Y
发帖数: 2085 | 48 这个消息确定？ 这可是个重磅炸弹， 股价会腰斩， 如果你是扯淡， 这有点过分了，
我手里握着很多，现在抛了就当冤大头了。
我刚看了财报， 没提这事儿， 非常好的财报。
Q2 guidance不是太好， 但是考虑到其他appl下季度出货量很差， 这个guidance反而
很漂亮。 |
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b****5
发帖数: 449 | 49 强推PFE，GILD，两者都有Growth，Forward Guidance都不差，也有大量回购。 Yield
和Dividend都很好，Barrier也很强，而且也有Catalyst在路上。
一月份Telecom 和 XLU涨了6%-7%，大趋势现在越来越谨慎。看看科技股几个Bubble炸
了就知道，风险偏好是越来越差了。
下面买股票最好买那种不忽悠，有Dividend的。WMT，COST也很好。
银行股可以Avoid，加息预期减弱，债务又导致盈利能力下降。看看几个Bulge Bracket
里非美银行，Forward Guidance和Cut都虚的一逼，就知道这行很困难。真是金融危机
来的话，各行业务都非常难做，比如并购，IPO，交易等。 |
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b****5
发帖数: 449 | 50 科技股看Guidance，更看谁是CEO。Twtr家CEO都傻叉，如果你有同学或朋友，可以看看
现在他们家还有人在干活没？传闻裁员后剩下员工都拿Paid Leave去面试了。
2016不是EPS Year，是Guidance Year。
Tsla只要Revenue 差不多，number delivered好就行了。 |
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