tag:blogger.com,1999:blog-1491809123398979739.post5992070759523688898..comments2024-03-10T11:10:02.660+08:00Comments on 股壇老兵鍾記 長勝之道: 「麗姐」的故事股壇老兵鍾記http://www.blogger.com/profile/07093066867147384620noreply@blogger.comBlogger54125tag:blogger.com,1999:blog-1491809123398979739.post-83266557782779410152017-08-15T10:11:13.243+08:002017-08-15T10:11:13.243+08:00多謝Chun To Chu兄分享短炒操作的經驗。多謝Chun To Chu兄分享短炒操作的經驗。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-75493127158169151842017-08-15T09:47:17.523+08:002017-08-15T09:47:17.523+08:00鍾SIR, 小弟我都係愛短炒的, 但以前都試過奶野(330), 3年前見到它業績好就追入, 但結果3...鍾SIR, 小弟我都係愛短炒的, 但以前都試過奶野(330), 3年前見到它業績好就追入, 但結果3日後一日跌多過一日, 幸好自己利用TA 黎止蝕, 避過一劫..........<br /><br />但我發現的係, 近年有時不需要執着一定要有10% 就走人....如果短時間內有1X%, 我通常都會用profit 的1半/三份二range 黎做止膁/止蝕位, 咁就不使怕出不到貨, 因為我試過SET 左個目標價想賣, 但不到價的時候, 之後就大陰燭, 結果係幾乎無賺過/坐艇...., 所以識止賺止蝕其實仲緊要過估值...........(個人經驗)<br /><br />因為可以炒多轉, 不使俾它縛住你的機會成本。ccchttps://www.blogger.com/profile/17602018156033902359noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-60784120113483277562017-08-14T08:53:19.266+08:002017-08-14T08:53:19.266+08:00Ch Liu兄說得很有道理。投資除了看回報外,還需要考慮風險。如果投資者只聽“故事”而不理數字,買入...Ch Liu兄說得很有道理。投資除了看回報外,還需要考慮風險。如果投資者只聽“故事”而不理數字,買入的價格太高,最終都會造成虧損。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-68567932351307968742017-08-13T23:31:45.081+08:002017-08-13T23:31:45.081+08:00投資需要學會掌握本質性的東西,避免在非本質性的東西上浪費精力時間。七十後兄已經掌握了盈利的重要性,那...投資需要學會掌握本質性的東西,避免在非本質性的東西上浪費精力時間。七十後兄已經掌握了盈利的重要性,那些被吹捧上天的無盈利公司就變得毫無重要性了。不用為它們費神。也要學會分辨什麼是可靠的,什麼是不可靠的。哪些是確實無疑的,哪些是毫無誠信可言的。通常數字會自己說話,只是一般人卻喜歡聽“故事”。大陸的股票買賣者最喜歡聽故事,所以總會有人去編故事。19大舉辦在即,新的故事可能是全球首家貴州貴陽的大數據交易所與新金融。<br />http://www.gbdex.com/website/<br /><br />有夢最好!<br />ch liuhttps://www.blogger.com/profile/01201021181210079869noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-57005430582191262662017-08-13T20:19:57.503+08:002017-08-13T20:19:57.503+08:00七十後兄:我也不太了解,也許投資者憧憬它們未來擁有龐大的盈利潛力。
七十後兄:我也不太了解,也許投資者憧憬它們未來擁有龐大的盈利潛力。<br />股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-80110204118582143292017-08-13T15:49:15.912+08:002017-08-13T15:49:15.912+08:00美圖,Netflix 等公司,有客戶,無盈利,卻又不斷受追捧。
想不通。
至於麗姐,有老公支持,...美圖,Netflix 等公司,有客戶,無盈利,卻又不斷受追捧。<br /><br />想不通。<br /><br />至於麗姐,有老公支持,只要不涉及衍生工具,也就不必擔心。七十後noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-36886813469452909952017-08-13T14:05:38.760+08:002017-08-13T14:05:38.760+08:00多謝三才劍客兄的補充和好書推介。
Edwin Lefevre 所寫的“Reminiscences o...多謝三才劍客兄的補充和好書推介。<br />Edwin Lefevre 所寫的“Reminiscences of a Stock Operator”確實是一本講投機智慧的經典財經書,值得一睇再睇。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-28865370548928359642017-08-13T13:01:06.431+08:002017-08-13T13:01:06.431+08:00那些人連投機者也稱不上,他們只是賭博,投機者是會衡量過機會率才出手,和投資者等待價值回歸的道理一樣。...那些人連投機者也稱不上,他們只是賭博,投機者是會衡量過機會率才出手,和投資者等待價值回歸的道理一樣。李佛摩的股票作手回憶錄值得一睇再睇。<br />勝者先勝,然後求戰;敗者先戰,然後求勝。<br />三才劍客Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-26174229591778824752017-08-13T09:30:39.758+08:002017-08-13T09:30:39.758+08:00Ch Liu兄:正如《投資最重要的事》做者霍華・馬克斯(Howard Marks)說過:
1.「成功...Ch Liu兄:正如《投資最重要的事》做者霍華・馬克斯(Howard Marks)說過:<br />1.「成功投資不是因為『買到好東西』,而是因為『東西買得好』。<br />2.「買得好,就等於成功賣出一半。」股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-43042643951676915852017-08-13T04:20:47.168+08:002017-08-13T04:20:47.168+08:00Peter Lynch在他的One up on wall street書中談論70年代的“漂亮50”...Peter Lynch在他的One up on wall street書中談論70年代的“漂亮50”,非常值得思考。假如你不學會估值,你就很容易心甘情願地為那些好的公司支付過高的價格。所以投資最重要的事是先學會估值,不然,永遠不知道自己投資是否具有足夠的安全邊際。看看Peter Lynch怎麼說。<br /><br /> Lately the prevailing comparison seems to be with the early 1970s, when the smaller stocks faltered while the larger stocks (especially the highly touted "Nifty Fifty") continued to rise. Then, in the bear market of 1973-74, the Nifty Fifty fell 50-80 percent! This unsettling decline disproved the theory that big companies were bearproof.<br /><br />If you owned the Nifty Fifty and held on to the lot for twenty-five years (preferably you were stranded on a desert island with no radios, TV sets, or magazines that told you to abandon stocks forever), you're not unhappy with the results. Though it took them a generation to do it, the Nifty Fifty made a full recovery and then some. By the mid-1990s the Nifty Fifty portfolio had caught up and passed the Dow and the S&P 500 in total return since 1974. Even if you bought them at sky-high prices in 1972, your choice was vindicated.<br /><br />Once again, we've got the fifty largest companies selling for prices that skeptics describe as "too much to pay". Whether this latter-day Nifty Fifty will suffer a markdown on the order of the 1973-74 fire sale is anybody's guess. History tells us that corrections (declines of 10 percent or more) occur every couple of years, and bear markets (declines of 20 percent or more) occur every six years. Severe bear markets (declines of 30 percent or more) have materialized five times since the 1929-32 doozie. It's foolish to bet we've seen the last of the bears, which is why it's important not to buy stocks or stock mutual funds with money you'll need to spend in the next twelve months to pay college bills, wedding bills, or whatever. You don't want to be forced to sell in a losing market to raise cash. When you're a long-term investor, time is on your side.ch liuhttps://www.blogger.com/profile/01201021181210079869noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-8559887591951661912017-08-12T15:31:27.157+08:002017-08-12T15:31:27.157+08:00A司兄:但這個娛樂費非常昂貴呢,哈哈!A司兄:但這個娛樂費非常昂貴呢,哈哈!股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-83848863254497409872017-08-12T15:30:03.687+08:002017-08-12T15:30:03.687+08:00斗滿兄:可能越是接近股票市場,越想賺快錢。斗滿兄:可能越是接近股票市場,越想賺快錢。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-10589392200623052712017-08-12T15:11:50.375+08:002017-08-12T15:11:50.375+08:00鍾兄,若視之為娛樂,就如看電影唱k等等一樣,當然要付費啦,哈哈。
A司鍾兄,若視之為娛樂,就如看電影唱k等等一樣,當然要付費啦,哈哈。<br /><br />A司Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-1269956060273512142017-08-12T15:03:15.115+08:002017-08-12T15:03:15.115+08:00別說麗姐的投資取態是這樣,就連好多金融行業從業員都是這樣投資別說麗姐的投資取態是這樣,就連好多金融行業從業員都是這樣投資斗滿https://www.blogger.com/profile/15547439127535700880noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-47770842216444668292017-08-12T13:38:04.899+08:002017-08-12T13:38:04.899+08:00Ch Liu兄:雖然投資與投機的定義很多人都應該會認識,但偏偏還有不少人仍然喜歡投機,期望可以賺快錢...Ch Liu兄:雖然投資與投機的定義很多人都應該會認識,但偏偏還有不少人仍然喜歡投機,期望可以賺快錢。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-23773718439517353972017-08-12T13:31:27.719+08:002017-08-12T13:31:27.719+08:00看不出原來標竿兄也曾經是過來人,哈哈!看不出原來標竿兄也曾經是過來人,哈哈!股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-68242454698092375552017-08-12T13:30:36.192+08:002017-08-12T13:30:36.192+08:00我想止凡兄的估計「雖不中亦不遠矣」。哈哈!我想止凡兄的估計「雖不中亦不遠矣」。哈哈!股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-87677723656314933382017-08-12T13:27:18.224+08:002017-08-12T13:27:18.224+08:00三才劍客兄所言甚是。投資最大的敵人原來是自己。勇於承認錯誤是一種美德。三才劍客兄所言甚是。投資最大的敵人原來是自己。勇於承認錯誤是一種美德。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-49780742387842086932017-08-12T13:24:55.626+08:002017-08-12T13:24:55.626+08:00A司兄:假如投資者視買賣股票為娛樂,我擔心他們最終都要付出代價。A司兄:假如投資者視買賣股票為娛樂,我擔心他們最終都要付出代價。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-89554957225614477912017-08-12T13:21:14.997+08:002017-08-12T13:21:14.997+08:00Michael:同意投資前應該自己做功課,不可盡信「財演」的貼士。Michael:同意投資前應該自己做功課,不可盡信「財演」的貼士。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-82493824292954424542017-08-12T10:08:29.141+08:002017-08-12T10:08:29.141+08:00"自由一千萬"的話很有哲理。
我們要做個 "價值投資者",不..."自由一千萬"的話很有哲理。<br />我們要做個 "價值投資者",不要只係做 "自鳴清高者"。<br />"海洋魚毛",宏觀一點看,我們可能都是。不過,"價值投資者" 可以對自己的決定(對或錯)負責,而不是歸究於有沒有跟隨 "財演" 的貼士而已。Michaelhttps://www.blogger.com/profile/13314632118953416145noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-61320673526786728942017-08-12T08:23:05.519+08:002017-08-12T08:23:05.519+08:00Benjamin Graham 1914年夏天於哥倫比亞大學畢業典禮前夕,他推辭掉了哲學系、英國文學...Benjamin Graham 1914年夏天於哥倫比亞大學畢業典禮前夕,他推辭掉了哲學系、英國文學系與數學系三個學系的邀請留學當助教,而奉哥倫比亞學院院長Fredrerick Paul Keppel之命前往Newburger, Henderson & Loeb公司應徵投資工作,Alfred Newburger主持面試,錄用了他,並給予他高於新從業員2美元的週薪。Graham動身離開前,Alfred Newburger跟他說:If you speculate, young man, you’ll lose your money. Always remember that.這句話讓他終身難忘。1924年暴升的大牛市一直升到1929年夏天,他卻忘掉了Alfred Newburger的話而不能嚴守投資準則,使用槓桿過高,連續大跌三年的世紀超級股災,大盤下跌89%,他的公司負債需數年才能清還!<br />投資與投機的定義請讀他的《證券分析》。ch liuhttps://www.blogger.com/profile/01201021181210079869noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-47744925316640021502017-08-11T23:10:18.169+08:002017-08-11T23:10:18.169+08:00「麗姐」可以說是典型的投資人,我也曾經是如此。哈哈「麗姐」可以說是典型的投資人,我也曾經是如此。哈哈80後標竿https://www.blogger.com/profile/16484132009656959776noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-88214845000724685952017-08-11T23:08:22.029+08:002017-08-11T23:08:22.029+08:00師兄所言甚是。無論基本分析又好、技術分析又好、甚至李佛摩式的投機手法,其實條條大路通羅馬。前題是投資...師兄所言甚是。無論基本分析又好、技術分析又好、甚至李佛摩式的投機手法,其實條條大路通羅馬。前題是投資者要努力學習,勇於承認錯誤,並且改進。可惜,人最大的敵人是自己,不肯承認錯誤。<br />愛因斯坦講過:重複做同樣的事而期待不同結果叫精神錯亂<br />三才劍客Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-39848203272926362572017-08-11T22:57:30.928+08:002017-08-11T22:57:30.928+08:00看來她未必會付200元買書看,但會付2000元甚至20000元上炒股班。看來她未必會付200元買書看,但會付2000元甚至20000元上炒股班。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.com