tag:blogger.com,1999:blog-1491809123398979739.post6369548080852681334..comments2024-03-10T11:10:02.660+08:00Comments on 股壇老兵鍾記 長勝之道: 長線投資股票總是較債券和現金優勝股壇老兵鍾記http://www.blogger.com/profile/07093066867147384620noreply@blogger.comBlogger38125tag:blogger.com,1999:blog-1491809123398979739.post-80632310027592019392020-03-09T15:56:24.135+08:002020-03-09T15:56:24.135+08:00Thanks all !!Thanks all !!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-18595494939890582842020-03-09T12:27:17.719+08:002020-03-09T12:27:17.719+08:00價值狂人兄:這個思考方向不錯。價值狂人兄:這個思考方向不錯。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-72983311765820303922020-03-08T23:27:32.307+08:002020-03-08T23:27:32.307+08:00我想不用大量數據也可以證明股票比金及債好。
一盤生意,有生產,總比金不事生產要強。
債借出,借貸人沒...我想不用大量數據也可以證明股票比金及債好。<br />一盤生意,有生產,總比金不事生產要強。<br />債借出,借貸人沒有比借貸利率更高的回報也不會借。<br />但問題落在選股及選市。投資淺談 -價值狂人https://www.blogger.com/profile/04249241858248873008noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-73312492295192449502020-03-07T18:48:19.843+08:002020-03-07T18:48:19.843+08:00Kit:核心ROE(不計非經常性的虧損)應該不是負數吧!Kit:核心ROE(不計非經常性的虧損)應該不是負數吧!股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-18891170053153392232020-03-07T18:46:30.432+08:002020-03-07T18:46:30.432+08:00Alam兄:投資還是要自己計過數之後決定呢!Alam兄:投資還是要自己計過數之後決定呢!股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-80235895851229321372020-03-07T18:41:01.566+08:002020-03-07T18:41:01.566+08:00愛搏之人兄:要加利息支出,再減利息收入,兩個數可以在收益表中找到。愛搏之人兄:要加利息支出,再減利息收入,兩個數可以在收益表中找到。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-8728914152847942402020-03-07T18:38:05.637+08:002020-03-07T18:38:05.637+08:00Oscar兄:不客氣。Oscar兄:不客氣。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-23955118210270354792020-03-07T00:57:50.846+08:002020-03-07T00:57:50.846+08:00感謝感謝!
感謝感謝!<br />安仔https://www.blogger.com/profile/01158332154988695411noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-87574508298164820722020-03-05T08:43:27.744+08:002020-03-05T08:43:27.744+08:00我記得鐘sir以前用過DDM 估值。
其中roe 是一個較重要的參數。
但現在匯豐的roe 好像是負...我記得鐘sir以前用過DDM 估值。<br />其中roe 是一個較重要的參數。<br />但現在匯豐的roe 好像是負數。<br />所以我都唔計。估唔到值。<br /><br />KitAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-52814617445088944702020-03-04T17:32:16.247+08:002020-03-04T17:32:16.247+08:00鍾Sir您好,
請問滙豐現價$51.35值得長線持有嗎?謝謝
Alam鍾Sir您好, <br /><br />請問滙豐現價$51.35值得長線持有嗎?謝謝<br /><br />AlamAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-34217185215199914602020-03-04T13:29:20.331+08:002020-03-04T13:29:20.331+08:00鍾sir 想問下你除息稅前利潤個(息) 係咪等於經營現金流量既利息支出? 如果淨係得除稅前利潤, 係...鍾sir 想問下你除息稅前利潤個(息) 係咪等於經營現金流量既利息支出? 如果淨係得除稅前利潤, 係咪加埋個利息支出, 折舊同攤銷費用就可以搵到個EBITDA? 感激。愛搏之人https://www.blogger.com/profile/13377122479669617193noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-47656796157175779102020-03-04T12:42:36.474+08:002020-03-04T12:42:36.474+08:00多謝鍾兄又出文~~~~~~~多謝鍾兄又出文~~~~~~~Oscar211https://www.blogger.com/profile/15351801190358911939noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-53423786399037326032020-03-04T10:37:19.047+08:002020-03-04T10:37:19.047+08:00謝謝Ch Liu兄的補充。謝謝Ch Liu兄的補充。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-58777559304707371132020-03-04T10:33:43.783+08:002020-03-04T10:33:43.783+08:00Chore:當growth是負數,PEG便不適用。Chore:當growth是負數,PEG便不適用。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-19042578765460986712020-03-04T10:31:18.099+08:002020-03-04T10:31:18.099+08:00匿名兄:從歷史上看,這是很低的水平,主要是QE的結果。因為長期利率那麽低,投資債券的吸引力不大。匿名兄:從歷史上看,這是很低的水平,主要是QE的結果。因為長期利率那麽低,投資債券的吸引力不大。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-63911542964174036342020-03-04T10:27:55.592+08:002020-03-04T10:27:55.592+08:00安仔:這個要自行思考和判斷,不妨參考一下過去的風險溢價。安仔:這個要自行思考和判斷,不妨參考一下過去的風險溢價。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-62595059231887632532020-03-04T10:26:22.639+08:002020-03-04T10:26:22.639+08:00lolo兄:不客氣。lolo兄:不客氣。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-8918496005052901872020-03-04T10:25:28.445+08:002020-03-04T10:25:28.445+08:00Fanny:不客氣。Fanny:不客氣。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-60664905678621394542020-03-04T10:25:07.820+08:002020-03-04T10:25:07.820+08:00迷途小書僮:不客氣。迷途小書僮:不客氣。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-24782824365876499052020-03-04T10:24:41.225+08:002020-03-04T10:24:41.225+08:00Brian兄所言甚是。平衡的投資組合也不錯呢!Brian兄所言甚是。平衡的投資組合也不錯呢!股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-35240942107710014192020-03-04T10:23:22.459+08:002020-03-04T10:23:22.459+08:00Student兄:不客氣。投資也講求心理質素。Student兄:不客氣。投資也講求心理質素。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-64939468136250666022020-03-04T10:22:03.466+08:002020-03-04T10:22:03.466+08:00匿名兄:這個我不太懂呢!要留意風險。匿名兄:這個我不太懂呢!要留意風險。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-26292156985198022252020-03-04T10:20:26.574+08:002020-03-04T10:20:26.574+08:00貓哥兄:哈哈!貓哥兄:哈哈!股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-61745180401985979762020-03-04T09:42:01.897+08:002020-03-04T09:42:01.897+08:00Hi 鍾Sir,
有個PEG的問題,
例如A公司PE是10,EPS上年係$90,今年$80, 咁G...Hi 鍾Sir,<br /><br />有個PEG的問題,<br />例如A公司PE是10,EPS上年係$90,今年$80, 咁GROWTH EPS= 80-90/90 x100%=-10%<br />PEG是否= -1,<br />PEG可以負數的嗎?還是可以忽略負數?<br /><br />謝謝<br />CHOREchorefreestyle@gmail.comnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-811613550567063322020-03-03T22:02:56.372+08:002020-03-03T22:02:56.372+08:00明白。謝謝你。知識真的須要實戰的磨練才能融匯贯通。
最近我都從恆指公司的資料找到上面的數字。
但如何...明白。謝謝你。知識真的須要實戰的磨練才能融匯贯通。<br />最近我都從恆指公司的資料找到上面的數字。<br />但如何才能融入實戰,那還是須要時間。<br /><br />KtAnonymousnoreply@blogger.com