精华 canadian banks

[x-yuan-1]

好堂主，锐利分析

 

[挺傻]

All indexes closed at 3 month high last week. SPX moved up to pivot point at 1425 again. But last Friday is OE day, the tendency is not clear due to the OE effect. We have to look at this week's market strength to decide if the real break out will happen.
SPX weekly, 1440 is a critical point, from daily 1420-1425 is a resistance. VIX is historical low at this point, but index is ready to break up? This is kind of confusion and FA hasn't seemed to change much.
Can SPX burst out? That's a million dollar question. If it really can, then next target is 1500.

Anyway, money management is always the first priority. Long strong stocks in strong sectors, holding dry bucks, call GOLD related, Chinese ADRs and commodities and use index put to hedge.

This tight range market is not interesting for most of the traders. Stay tuned. Good luck to all.

 

[挺傻]

Canadian big banks start releasing their quarterly earnings from today. Time for ER play.
Instead of focusing on past performance, forward looking statements worth more attention.

May 27, BMO, BNS
May 28, TD,CIBC
May 29, ROYAL


Big U.S banks will release earnings as well.

Basically, the uptrend line from MAR was broken. It is not a trendy market,range may from March Low to May high in a broad sense. How the market will give upl the gains from MAR? Maybe of the earnings or summer time?
Anyway, market is kind of boring in summer. Time to enjoy the life and do some fun things. Good luck.

 

[挺傻]

看图说话。

 

[住在加乡]

美国Finance sector will be hit hardly again. It may not a good time to buy bank related stocks.

For long term investment, oil, natural gas, coal, food should be fine. One could also hedge gold against inflations. Buy on dip and hold. Don't chase highs( Which is the mistake I often make ).

My 2 cents.

 

[sip]

How about telecom and semiconductor sectors?

 

[pumpkin]

初来乍到，请问挺傻，那个银行的 mutual funds 做的比较好？ 谢谢。

 

[挺傻]

今天几家银行都准备涨MORTGAGE的利息，所以想到上来UPDATE一下。

夏天的市场其实总的主题就是在区间内震荡。如果连续跌几天差不多的时候就可以买点，连续涨了几天就卖了或者空点。今年夏天很难例外。
市场连续跌了几天了，因此向上涨点并不奇怪。这次向上的波看到SPX1365 ~ 1370左右，时间是下周的上半周. 然后的方向，现在还不知道。不过个人还是偏往下看。
越南市场的下跌将会影响到不少板块，船运，大宗商品，都需要完成筑底的工作，所以上波没有赶上的这波应该可以有机会抓到部分。

再回到原题说到银行贷款利息上涨。是因为原先预计的央行10号降息没降导致的。银行的借贷成本依然很高，流通性还是现在的主要问题。不少银行都已经提高了对COST OF CAPITAL的预算。从公司客户说，很多新的大DEAL都不怎么做了，小的在价格上也没有过多可谈的空间，业务做的都很保守。个人业务影响相对小，不少还出现了不错的增长。
但是这次SUB PRIME的问题，不是一个短期内能解决的问题。

 

[挺傻]

初来乍到，请问挺傻，那个银行的 mutual funds 做的比较好？ 谢谢。

银行的FUND, TD, ROYAL都不错。去他们网上看看，或者去BRANCH 拿本PROSPECTUS来看看。会有更多的信息。要是有什么问题你可以拿到这里来讨论啦。

 

[pumpkin]

银行的FUND, TD, ROYAL都不错。去他们网上看看，或者去BRANCH 拿本PROSPECTUS来看看。会有更多的信息。要是有什么问题你可以拿到这里来讨论啦。

这两天看了看，td 似乎还不错。td 的 Global Equity, 几只亚洲funds已经跌了一段时间了，因该是因为几个月来亚洲股市的走低。不知你对亚洲股市的走势有什么看法？

 

[挺傻]

SPX is set to a further break out. Believe or not, tech and financials are ready to break up too. But as long as SPX reaches 1380 or so, a sell off will start soon. Maybe in the later part of this week. It is an OE week, got to have some magic to play.

I didn't see A shares bottom yet. Hard to predict, have to be patient. It takes time.

 

[sip]

But as long as SPX reaches 1380 or so, a sell off will start soon. Maybe in the later part of this week. It is an OE week, got to have some magic to play.

You successfully predicted the market trend this week. Let us know when it's good time to jump in.

 

[xiangshui]

银行股

美国房市还不明朗，所以银行股现在还很难讲。

从长期投资来讲，银行股可开始积累。

许多银行的优先股 （PREFERRED STOCKS)，可作为选项。

You are paid to wait.

Xiangshui

 

[挺傻]

You successfully predicted the market trend this week. Let us know when it's good time to jump in.

不好意思，其实市场的走向在我看来是很难说PREDICT的，尤其是短期方向。偶尔说对和偶尔说错的比例基本一样大。:blowzy:
只能是猜测，上周后半周的OE效应结束后，这周的前两天可能会有向上的一波。不过总体方向，还是难说，要有FOMC了，还是小心。

 

[挺傻]

美国房市还不明朗，所以银行股现在还很难讲。

从长期投资来讲，银行股可开始积累。

许多银行的优先股 （PREFERRED STOCKS)，可作为选项。

You are paid to wait.

Xiangshui

谢谢分享。能给一些PREFERRED STOCKS的建议吗。