tag:blogger.com,1999:blog-1491809123398979739.post1492087988439850411..comments2024-03-10T11:10:02.660+08:00Comments on 股壇老兵鍾記 長勝之道: 恐懼為價值投資者帶來買貨機會股壇老兵鍾記http://www.blogger.com/profile/07093066867147384620noreply@blogger.comBlogger29125tag:blogger.com,1999:blog-1491809123398979739.post-16943666090860613122015-07-13T19:13:26.485+08:002015-07-13T19:13:26.485+08:00Thanks :) I will also share my investing experienc...Thanks :) I will also share my investing experience with my friends. I have a short term plan which is to manage a blog so that I can also share with others. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-45676464220653475382015-07-13T15:38:14.174+08:002015-07-13T15:38:14.174+08:00匿名兄:真不敢當是你的老師,我只是真心希望通過這個blog跟大家股民交流自己多年的投資心得和經驗。
...匿名兄:真不敢當是你的老師,我只是真心希望通過這個blog跟大家股民交流自己多年的投資心得和經驗。<br /><br />很高興聽到你喜歡閱讀關於投資的書,打好基本功,一生受用!鍾記noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-86398933386476399052015-07-10T21:45:20.443+08:002015-07-10T21:45:20.443+08:00您贵姓? 可否用笔名?方便沟通!您贵姓? 可否用笔名?方便沟通!锺记noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-43765958046780331582015-07-10T21:00:18.544+08:002015-07-10T21:00:18.544+08:00yes :o i think this will come true next week.... t...yes :o i think this will come true next week.... thanks vy much for your teaching !!!! i hv learnt a lot from this blog. In this blog, you are really nice to share ur value investing experience with all of us all the time. Thank you. You are my FIRST teacher on value investing and others are peter lynch, pat dorsey and warren buffet etc whom you introduced to me last year :) reli worth to read their books Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-84205009815582283902015-07-10T20:53:34.252+08:002015-07-10T20:53:34.252+08:00same thought :) i am planning to buy some below 18...same thought :) i am planning to buy some below 18 and i think the price will go down next week !!!! Let's wait for it Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-3174754047371157112015-07-10T20:25:14.511+08:002015-07-10T20:25:14.511+08:00我核心持有的股数是不会轻言卖的,会很长线持有金山,除非股价上升到超高估值得水平,即是超过32港元!现...我核心持有的股数是不会轻言卖的,会很长线持有金山,除非股价上升到超高估值得水平,即是超过32港元!现在卖的只是早几天买入的部份,我还持有不少金山的股份作长线投资,如果她的股价未来跌破18港元的话,我会考虑再增持!锺记noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-67466629157932582942015-07-10T20:21:43.475+08:002015-07-10T20:21:43.475+08:00我核心持有的股数是不会轻言卖的,会很长线持有金蝶,除非股价上升到超高估值得水平,即是超过6.4港元!...我核心持有的股数是不会轻言卖的,会很长线持有金蝶,除非股价上升到超高估值得水平,即是超过6.4港元!现在卖的只是早几天买入的部份,我还持有不少金蝶的股份作长线投资,如果她的股价未来跌破3港元的话,我会考虑再增持!锺记noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-56804712038721617132015-07-10T19:21:17.796+08:002015-07-10T19:21:17.796+08:00你的做法跟我很像,我在3.2/2.5買入,但已經在3.3賣掉了,我賣掉是因為:
1. 主要想先把3....你的做法跟我很像,我在3.2/2.5買入,但已經在3.3賣掉了,我賣掉是因為:<br />1. 主要想先把3.2的賣掉<br />2. 先套利<br /><br />我覺得股價一下子漲40-50%,應該會回調不少,準備在2.9以下再買入長持!<br /><br />鍾兄的策略是跟我的一樣嗎?不過,只好奇為何你不是長持嗎?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-79467445379804987302015-07-10T19:17:08.796+08:002015-07-10T19:17:08.796+08:00不懂,為何全部沽出?因為原本開始就是短線,但不是長持嗎?不懂,為何全部沽出?因為原本開始就是短線,但不是長持嗎?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-61195828451905539972015-07-10T15:22:01.914+08:002015-07-10T15:22:01.914+08:00對,23港元開始買金·山,18港元再買,最后在15港元買入,今早在23港元全部沽出獲利!對,23港元開始買金·山,18港元再買,最后在15港元買入,今早在23港元全部沽出獲利!鍾記noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-50773568218152461532015-07-10T15:19:21.015+08:002015-07-10T15:19:21.015+08:003港元買入金蝶,2.5港元再買,今早在3.8港元以上沽出,策略性減持,袋袋平安!3港元買入金蝶,2.5港元再買,今早在3.8港元以上沽出,策略性減持,袋袋平安!鍾記noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-91971920990262021082015-07-07T20:31:14.934+08:002015-07-07T20:31:14.934+08:00強,股價終於吸引到老兵買入了!買入後心有慌慌,不過如果看回公司基本面,根本沒變,“市場先生“給了我們...強,股價終於吸引到老兵買入了!買入後心有慌慌,不過如果看回公司基本面,根本沒變,“市場先生“給了我們價值投資者用合理/便宜價買入優質股!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-76797218168311152092015-07-07T20:27:32.526+08:002015-07-07T20:27:32.526+08:00有道理,我看過你重覆以上的至少好幾次了!很授教,多謝!有道理,我看過你重覆以上的至少好幾次了!很授教,多謝!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-58643283638361123202015-07-07T20:23:52.654+08:002015-07-07T20:23:52.654+08:00你前幾天在23增持了,今天18再增持,是吧?這幾天的股市瘋了,令很多散戶fearful,但我卻更gr...你前幾天在23增持了,今天18再增持,是吧?這幾天的股市瘋了,令很多散戶fearful,但我卻更greedy了,我也在18.5增持了!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-33948465193999511272015-07-07T18:17:30.057+08:002015-07-07T18:17:30.057+08:00股價下跌的原因是短期沽出的人比買入的人多,in the short run, the stock m...股價下跌的原因是短期沽出的人比買入的人多,in the short run, the stock market is a voting machine. 跌得急的原因我估計很可能跟斬倉有關。<br /><br />價值投資者的重點是在低估值的時候買入,長線持有,在高估值的時候沽出,沒有止蝕的需要,除非公司的基本面變壞!<br /><br />如果你是高價買入,然后期望更高價沽出,短線投機,當然需要止蝕!<br /><br />鍾記noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-64936469931780002532015-07-07T17:55:50.783+08:002015-07-07T17:55:50.783+08:00同意,我今天在18港元增持了一點金山!同意,我今天在18港元增持了一點金山!鍾記noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-44877550450013158942015-07-07T17:54:07.444+08:002015-07-07T17:54:07.444+08:00今天金蝶的股價跌破3港元,我開始增持了一點!今天金蝶的股價跌破3港元,我開始增持了一點!鍾記noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-62626444473211921942015-07-07T17:52:25.798+08:002015-07-07T17:52:25.798+08:002823股價跟NAV比較有7%折讓,而2822只有1%折讓,已反映了合成ETF的風險較大!
282...2823股價跟NAV比較有7%折讓,而2822只有1%折讓,已反映了合成ETF的風險較大!<br /><br />2823的發行商是BlackRock, 我認為default的風險不大。 如果還是擔心的話,當然應該選2822較安全!鍾記noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-32278036715284936232015-07-07T17:43:05.755+08:002015-07-07T17:43:05.755+08:00鐘兄,您好!
這两天港股重創了我,重倉股金蝶两天不見30%,比亚迪也不見27%,今年大勝到今天惨敗...鐘兄,您好!<br /><br />這两天港股重創了我,重倉股金蝶两天不見30%,比亚迪也不見27%,今年大勝到今天惨敗,两天時間而已。這般大挫,是什麼原因呢?長線投資是否也要設止損位呢?<br /><br /><br />RABIT尋夢園https://www.blogger.com/profile/15234369095126100532noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-75515487579021053022015-07-06T19:14:17.219+08:002015-07-06T19:14:17.219+08:00多謝各位保貴意見!多謝各位保貴意見!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-35935013089592067472015-07-06T12:34:56.056+08:002015-07-06T12:34:56.056+08:00今天股價,為價值投資者帶來更好的買入機會!今天相信是因為希臘外在因素影響,優質公司的價值,基本面,依...今天股價,為價值投資者帶來更好的買入機會!今天相信是因為希臘外在因素影響,優質公司的價值,基本面,依然沒變!金山又提供很好買入機會了20元以下!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-6457287627779986562015-07-04T20:22:53.053+08:002015-07-04T20:22:53.053+08:00有意思有意思!有意思有意思!鐘迪文 (DreamerKC)https://www.blogger.com/profile/05769013596159501442noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-65391608132007902292015-07-04T02:40:42.298+08:002015-07-04T02:40:42.298+08:00老兵鍾兄,為何你會選擇 合成ETF的安碩A50 而非 實物ETF的南方A50作為你的投資呢?應如何選...老兵鍾兄,為何你會選擇 合成ETF的安碩A50 而非 實物ETF的南方A50作為你的投資呢?應如何選擇呢?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-1361382467751207832015-07-03T23:14:35.656+08:002015-07-03T23:14:35.656+08:00有道理,如果能賺錢,集中在港股就可以了!謝了有道理,如果能賺錢,集中在港股就可以了!謝了Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-82999726905159038612015-07-03T23:13:30.820+08:002015-07-03T23:13:30.820+08:00明白!謝謝分享!明白!謝謝分享!Anonymousnoreply@blogger.com