tag:blogger.com,1999:blog-2176979440585416248.post6727232612245979963..comments2024-03-27T13:33:11.706+08:00Comments on 巴黎的價值投資: “像Ben Graham般了解財務報表“第一堂---川河例子巴黎http://www.blogger.com/profile/09026111255713306999noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-2176979440585416248.post-27023375841960029642017-01-13T22:41:33.622+08:002017-01-13T22:41:33.622+08:00Lo lo , 謝謝支持,希望下堂見到你。Lo lo , 謝謝支持,希望下堂見到你。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-30277805483518962712017-01-13T22:40:52.867+08:002017-01-13T22:40:52.867+08:00Herman,you re welcomHerman,you re welcom巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-14866341438346111372017-01-12T21:26:42.876+08:002017-01-12T21:26:42.876+08:00Thank you 巴黎兄, 有道理!Thank you 巴黎兄, 有道理!Hermanhttps://www.blogger.com/profile/14956325836357571234noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-42864941438569379722017-01-12T10:40:29.382+08:002017-01-12T10:40:29.382+08:00又學到野。
今次撞期無法上堂,期待下次開班。又學到野。<br />今次撞期無法上堂,期待下次開班。lolohttps://www.blogger.com/profile/10535766541843761706noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-91877598312268361442017-01-11T22:22:35.897+08:002017-01-11T22:22:35.897+08:00Herman,我也認為小輪現在沒有Catalyst。。
其實以每年爆一類來說,只要組合有幾隻爆,其它...Herman,我也認為小輪現在沒有Catalyst。。<br />其實以每年爆一類來說,只要組合有幾隻爆,其它的夠硬,整體囘報也不錯了。輪流轉下年又會是今年不爆那些的世界。<br />所以第一重要不是爆,而是硬,夠硬的我們暫時停放資金也不用怕,又有股息收,遲早爆一次,但我們也要時時留意有什麽爆的機會,一旦真的發現,就可以轉資金到有catalyst的股。<br />巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-14632653046008432252017-01-11T04:07:40.031+08:002017-01-11T04:07:40.031+08:00巴黎兄,我仲係學神一名,叫我Herman得啦~ 我仲有一個同你topic有少少關係嘅問題... 巴黎...巴黎兄,我仲係學神一名,叫我Herman得啦~ 我仲有一個同你topic有少少關係嘅問題... 巴黎兄買股會唔會需要佢有咩catalyst? 依排睇香港小輪… 係覺得佢平, 但係有個疑問係睇SA睇到。BG話好多時候市場只係睇一間公司嘅盈利而忽略左佢嘅資產,以致如果間公司唔將現金派出去市場跟本當佢d現金冇到。我覺得好似50就係依個情況… 14年前唔多郁,14年賣左大部份樓盤出去,升左一排,但未來又冇咩新嘅大樓盤推出導致股價又跌番落黎。佢8月買左地,但係都要好幾年先起好出售。所謂嘅catalyst唔似會好快出現。你會唔會考慮依種股票?Hermanhttps://www.blogger.com/profile/14956325836357571234noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-90784797077942796852017-01-10T20:54:04.464+08:002017-01-10T20:54:04.464+08:00Herman兄,可以用的方法也用,包括上網和打聼,尤其是那些格幾年派的股息和投資額差不多那些。但如果...Herman兄,可以用的方法也用,包括上網和打聼,尤其是那些格幾年派的股息和投資額差不多那些。但如果股息小,什麽也無,只有匿名報告的,就得放棄。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-47144825112686637272017-01-10T20:12:01.039+08:002017-01-10T20:12:01.039+08:00巴黎兄,假如依類資產唔係上市公司(available for sale,associate),有冇方...巴黎兄,假如依類資產唔係上市公司(available for sale,associate),有冇方法可以較準確知道佢地嘅情況?Hermanhttps://www.blogger.com/profile/14956325836357571234noreply@blogger.com