十月七日盘后，十月十一日瞎猜计划
- 主题发起人 nepean_01
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lazycatcat
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I think it will depend on two factors:
1. What is going on the troublesome EURO buddies? Who knows the worst has yet come? I do NOT think so anyway.
2. AA ER!!!! Everybody did not expect good ER, so maybe not a bad thing at current market situation.
Keep light in the close and build up position quickly after open 30 minutes. That is my way to fight with bad WS guys.
It is a wise decision to be cautious on short side as well. Buffett said his businesses were doing very well except home construction. Given his control of 70 businesses in many fields, his remarks need to be taken notice of.
The possibility of good earning from AA is pretty high given Buffett's recent remarks and the good auto sale in US.
So we will see tomorrow after close ...
Another thing is the current market downward turmoil might be due to phantom factor - in that Europe really doesn't matter that much.
If this information is confirmed in Q3 earnings, the market could be on certain fire ...
lazycatcat
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Could be interesting tomorrow. Europe still hangs ...
lazycatcat
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Very insightful and congratulations !
Did you operate on JVA purely on technical basis or have some fundamental aspect to share ?
The only story I know of is its "contract" with green mountain. Maybe it is a lot more juicy than that ?
I haven't found the hidden shining point of JVA and will appreciate your enlightenment.
Your daily call has been quite good since you started posting a few weeks ago !
lazycatcat
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By the way, I like companies like JVA (except for its stock price :=)).
I studied HANS, Green Mountain and DECK for sometimes. In their early days, they have some strengths that are visible to trained eyes. It would be nice to find next one.
JVA's market capital is still small and thus has a lot room to grow. The key is the figure out the nucleus that drives the growth ... Any suggestions ?
Out of the three in early days, the most obvious value is in HANS. Green Mountain wasn't too obvious ...By the way, the parallel story to HANS is Jones Soda ... whose flight wasn't sustainable ...
I studied HANS, Green Mountain and DECK for sometimes. In their early days, they have some strengths that are visible to trained eyes. It would be nice to find next one.
JVA's market capital is still small and thus has a lot room to grow. The key is the figure out the nucleus that drives the growth ... Any suggestions ?
Out of the three in early days, the most obvious value is in HANS. Green Mountain wasn't too obvious ...By the way, the parallel story to HANS is Jones Soda ... whose flight wasn't sustainable ...
我真得很惊讶您看的:HANSGMCR和DECK都是我的最爱。真的惊讶!真的惊讶!真的惊讶!
lazycatcat
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Great we have something in common. Any other companies you like best ?
lazycatcat
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My current focus is wfc and usb for long-term holdings. These two are not 'sexy' ones but should provide reasonable returns over time.
Growth potential of USB is probably limited at $30 - $35 per share. A quick calculation is $1.2 dividend per share and thus 4% dividend rate is not unreasonable.
WFC has higher growth potential probably at $40 per share.
FDIC just passed legislation to restrict private trading by banks. This is good so that WFC doesn't wander into this area due to Wachovia purchase.
Full earning potential of these two companies probably will come in late next year ...
Growth potential of USB is probably limited at $30 - $35 per share. A quick calculation is $1.2 dividend per share and thus 4% dividend rate is not unreasonable.
WFC has higher growth potential probably at $40 per share.
FDIC just passed legislation to restrict private trading by banks. This is good so that WFC doesn't wander into this area due to Wachovia purchase.
Full earning potential of these two companies probably will come in late next year ...
