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flyheart  四海霸王  2009-5-13 08:48:57 | 显示全部楼层 来自: 荷兰
原帖由 jeffereylj 于 2009-5-12 21:07 发表
I really like your portfolio.


not so good yesterday. I gave back approx. 8% YTD profit in one day. (not too bad since all the junks has increased 200%-300% in less than one month)

I think financials have been so over-bought, which need a pull-back.

now my watching list:

PAL (precious metal)
ICO (coal)
HMA (healthcarel)
BRCD (semi-conductor)
RFMD (semi-conductor)

added more FAZ

I think China can be short here (still like retailing and semi sectors though)
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jamL  见习海盗  2009-5-13 09:08:45 | 显示全部楼层 来自: 荷兰
haha, many in my porfolio
PMI  in 0.8, out 1.4, 1,5, 1.8, 2.5
ABK, in 1, still hold
NG, in 2.6 still hold (actually, in 0.4, but all sold out last time at 3)
faz, in 4.45 wait for the first wave of rally
cit in 2.9 wait for the best chance to sell

holding more cash
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flyheart  四海霸王  2009-5-13 09:11:42 | 显示全部楼层 来自: 荷兰
原帖由 少校银星 于 2009-5-12 21:55 发表


你的ABk昨天没出?打算握到啥时候啊?


no, the charts of CNO/ABK look ok. I hope they can form an ascending flag and break out. (the fundamentals are not bad) lets see what happens.
jamL  见习海盗  2009-5-13 09:12:10 | 显示全部楼层 来自: 荷兰
there should be a big pull back in the coming weeks
then we would see another rally
after that, I would allocate my profit on the shortside
gonna work, good luck
头盔  海贼王  2009-5-13 09:14:05 | 显示全部楼层 来自: 荷兰
原帖由 jamL 于 2009-5-13 10:08 发表
haha, many in my porfolio
PMI  in 0.8, out 1.4, 1,5, 1.8, 2.5
ABK, in 1, still hold
NG, in 2.6 still hold (actually, in 0.4, but all sold out last time at 3)
faz, in 4.45 wait for the first wave of ra ...


又一个牛人。。。。
ROE  高级海盗  2009-5-13 12:25:55 | 显示全部楼层 来自: 荷兰
AEX。。。。股票打折啦
gambler  海贼王  2009-5-13 12:33:01 | 显示全部楼层 来自: 荷兰
请问各位大大都用什么软件看A股即时行情
gambler  海贼王  2009-5-13 13:01:42 | 显示全部楼层 来自: 荷兰
咦,怎么每次一轮到我提问的时候人就都跑了
头盔  海贼王  2009-5-13 13:03:12 | 显示全部楼层 来自: 荷兰
我用同花顺,有没有人推荐个看港股的好软件?
同花顺的港股没有板块分类
flyheart  四海霸王  2009-5-13 14:04:14 | 显示全部楼层 来自: 荷兰
原帖由 flyheart 于 2009-5-13 10:11 发表


no, the charts of CNO/ABK look ok. I hope they can form an ascending flag and break out. (the fundamentals are not bad) lets see what happens.


retail below consensus

CNO/ABK break the ascending pattern in premarket. Thanks to my large FAZ position, not too worried

time to get rid of all the speculative junks and move to something safe
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