亚马逊是疯狂扩张，把竞争对手远远甩开。
到处都是机会
- 主题发起人 karma111
- 开始时间
你我 还是做自己熟悉的领域好了， LUlu 我不熟，所以我不碰， Amazon 云时代的老大之一， 前途无限。。。
lulu 就像苹果，产品单一，一阵风就过了（我是这么认为了）
Amazon 和Google 在今后的很长一段时间里，是稳赚不赔的，只是多少问题。
所以更不能买。。。。。 不过 好像LULU 也挺时尚的。。。lulu像appl?
lulu很容易被copy，appl不易
衣服的牌子有多少？他们都活的好好的，赚的很呢。 
衣服也有专利.
http://www.cbc.ca/news/business/lul...ts-patent-lawsuit-with-calvin-klein-1.1183253
LULU有competitive advantage. 做瑜伽运动的人，就像篮球，足球爱好者, 不会突然就放弃的。
它还提供免费Yoga classes.
谁在投机？
LULU: PE = 54 (4年平均EPS),4年revenue growth = 44%/一年
AMAZON: PE = 200(4年平均EPS),4年 revenue growth(还不是Profit growth) = 35%/一年
期望越大，失望越大。
衣服也有专利.
http://www.cbc.ca/news/business/lul...ts-patent-lawsuit-with-calvin-klein-1.1183253
LULU有competitive advantage. 做瑜伽运动的人，就像篮球，足球爱好者, 不会突然就放弃的。
它还提供免费Yoga classes.
谁在投机？
LULU: PE = 54 (4年平均EPS),4年revenue growth = 44%/一年
AMAZON: PE = 200(4年平均EPS),4年 revenue growth(还不是Profit growth) = 35%/一年
期望越大，失望越大。
最后编辑:
亚马逊要小PE只需要少花钱就行了，一个超级大公司35%年增长率和小公司完全不一样。lulu的未来要看它新管理层下来的表现。54 pe也是预期未来高增长的。衣服的牌子有多少？他们都活的好好的，赚的很呢。
衣服也有专利.
http://www.cbc.ca/news/business/lul...ts-patent-lawsuit-with-calvin-klein-1.1183253
LULU有competitive advantage. 做瑜伽运动的人，就像篮球，足球爱好者, 不会突然就放弃的。
它还提供免费Yoga classes.
谁在投机？
LULU: PE = 54 (4年平均EPS),4年revenue growth = 44%/一年
AMAZON: PE = 200(4年平均EPS),4年 revenue growth(还不是Profit growth) = 35%/一年
期望越大，失望越大。
机会就是大部分人都看不到的路边上的金块，或者看见也不觉得是金块，觉得可能是铜是铁。 因为如果别人都知道了，它早就不见了。
Capital Group boosts Lululemon Athletica Inc. stake (Doubled)
Reuters | February 11, 2014 | Last Updated: Feb 11 8:11 AM ET
TORONTO — Capital Group, one of the world’s largest investment management firms, said on Monday it had boosted its stake in Lululemon Athletica Inc, a vote of confidence in the embattled yoga wear retailer.
The firm said its Capital Research Global Investors arm now owns 12.7 million shares in the company, giving it a roughly 11% stake in the company. This is up from 5.9 million shares or a 5.1% stake, as of Sept. 30, 2013.
According to Thomson Reuters data, the increase would make the firm the third largest shareholder in the company.
The firm said it intends to maintain a passive position in the company and that the securities acquired are not being held for the purpose of changing or influencing the company in any manner.
Vancouver, British Columbia-based Lululemon, which has carved out a lucrative niche selling fashionable high-end workout clothes, ran into a spate of problems last year and its once high-flying stock has taken a beating.
Shares of the retailer, once an investor darling, slumped to its lowest level in more than two years in January after it warned that sales at established stores would likely fall in the latest quarter.
Complaints over quality culminated in a high-profile recall last March of yoga pants deemed too sheer for wear. The recall spurred costly ongoing supply chain troubles and bungled public relations which the company has vowed to fix.
Some analysts are turning more positive and the stock has risen nearly 5% in its last two trading sessions.
Late last week, RBC Capital Markets raised its rating on the stock to “outperform” from “sector perform,” saying that the recent sell-off in Lululemon was a unique opportunity to buy into a still-compelling growth story.
Baird analyst Mark Altschwager also said on Monday Lululemon was an opportunity for patient investors, and noted that the retailer was well-positioned in a growing fitness apparel market.
Following discussions with management, Altschwager said Lulu’s spring products arrived on time this month for the first time in several seasons. But he said management believes it would probably take until the fourth quarter of 2014 before improvements to the company’s supply chain and changes in its design leadership would have a greater impact. He also said a dividend or share buyback appeared imminent.
Capital Group boosts Lululemon Athletica Inc. stake (Doubled)
Reuters | February 11, 2014 | Last Updated: Feb 11 8:11 AM ET
TORONTO — Capital Group, one of the world’s largest investment management firms, said on Monday it had boosted its stake in Lululemon Athletica Inc, a vote of confidence in the embattled yoga wear retailer.
The firm said its Capital Research Global Investors arm now owns 12.7 million shares in the company, giving it a roughly 11% stake in the company. This is up from 5.9 million shares or a 5.1% stake, as of Sept. 30, 2013.
According to Thomson Reuters data, the increase would make the firm the third largest shareholder in the company.
The firm said it intends to maintain a passive position in the company and that the securities acquired are not being held for the purpose of changing or influencing the company in any manner.
Vancouver, British Columbia-based Lululemon, which has carved out a lucrative niche selling fashionable high-end workout clothes, ran into a spate of problems last year and its once high-flying stock has taken a beating.
Shares of the retailer, once an investor darling, slumped to its lowest level in more than two years in January after it warned that sales at established stores would likely fall in the latest quarter.
Complaints over quality culminated in a high-profile recall last March of yoga pants deemed too sheer for wear. The recall spurred costly ongoing supply chain troubles and bungled public relations which the company has vowed to fix.
Some analysts are turning more positive and the stock has risen nearly 5% in its last two trading sessions.
Late last week, RBC Capital Markets raised its rating on the stock to “outperform” from “sector perform,” saying that the recent sell-off in Lululemon was a unique opportunity to buy into a still-compelling growth story.
Baird analyst Mark Altschwager also said on Monday Lululemon was an opportunity for patient investors, and noted that the retailer was well-positioned in a growing fitness apparel market.
Following discussions with management, Altschwager said Lulu’s spring products arrived on time this month for the first time in several seasons. But he said management believes it would probably take until the fourth quarter of 2014 before improvements to the company’s supply chain and changes in its design leadership would have a greater impact. He also said a dividend or share buyback appeared imminent.
在大机构进之前进去就有希望了。有大变动的时候逆向而行。永远跑在前面。看结果吧。
加拿大印度巴菲特豪赌bbry，目前巨亏；华尔街神童做空绿山咖啡，也是巨亏。。。
我没有豪买BBRY。我不认为是个机会。(为什么不用赌字？因为我不认为股市是赌场。)
我认为做空股票是舍近求远，从来不做。
跟大锷胜算肯定大些。。。在大鳄进之前进去就有希望了。跑在前面。
我没有豪赌BBRY。我不认为是个机会。
做空股票我认为是舍近求远，我从来不做。
跟大锷胜算肯定大些。。。
我坚持人应该有自己的判断力。
嗯，有这能力必然发财，只是小散获取信息渠道太少。。。
GOOGLE, YAHOO，公司网站，这些渠道提供的信息完全足够了。 现在是information overload啊。
