美国投机情报区-Dubai神話破滅

robbert

gen_sen兄，我们都是mesa的可怜股友。。我住在柔佛新山。。。请问你住在哪里？？？

雨若情

要咩~~讲到将可怜。。

来探望大家咯。刚刚发现cvm昨晚走宝了 8毛多-1快多
cvm其他股友 有没有捡到便宜啊？
祝大家投资顺利。
我继续闪去装修屋子咯。
等搬了家 在来陪大家

cct2050

原帖由 robbert 于 13-11-2009 05:36 PM 发表
谢谢你提供mesa的消息希望我们的mesa心想事成，像飞机一样上得高高的。。。请问现在是否可以补票吗？？？请大家给点意见。。。

图表显示
可能下到 0.12
再由低点反弹






[ 本帖最后由 cct2050 于 13-11-2009 07:01 PM 编辑 ]

robbert

你很专业的图标分析。。我想你一定是这方面的专才，我也是专业人士可惜是在automotive方面。。。希望给予更多的图标与分析。。因为在这方面我实在不行。。。谢谢

葉芬

原帖由 雨若情 于 13-11-2009 06:27 PM 发表
要咩~~讲到将可怜。。

来探望大家咯。刚刚发现cvm昨晚走宝了 8毛多-1快多
cvm其他股友 有没有捡到便宜啊？
祝大家投资顺利。
我继续闪去装修屋子咯。
等搬了家 在来陪大家

0.80多 在 30秒裏就上回了到1.25-1.35，怎麼能夠有機會買到？
這是大戶特地弄她跌後掃完那些有Set Stop Loss 價錢的股票。
改天我要排-每天排-比市場低20-30毛的價錢，一旦大戶再這樣出手，我的低價就會Fill啦。。。。

雨若情

我有想过，不过最近在忙
等我的家和电话线搞定。
那么·多余的资金就投进去，每天乱set个低低的价钱。
看看有没有（369）《-福建话

gen_sen

回叶芬，谢谢你的网址
回ROBBERT，我住新加坡，在这里工作的。

葉芬

Bank failure toll reaches 123
Regulators close two Florida banks and on in California, costing the FDIC $986.4 million.

http://money.cnn.com/2009/11/13/news/economy/bank_failure/


Last Updated: November 13, 2009: 8:25 PM ET

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NEWYORK (CNNMoney.com) -- Two Florida banks and one in California failedFriday night, bring the 2009 national tally to 123. Regulators closedCentury Bank, Federal Savings Bank in Sarasota, Fla., Orion Bank inNaples, Fla., and Pacific Coast National Bank in San Clemente, Calif.
Customersof all the failed banks are protected, however. The Federal DepositInsurance Corp., which has insured bank deposits since the GreatDepression, currently covers customer accounts up to $250,000.
Iberiabankin Lafayette, La., will assume both Florida banks' $2.731 billion indeposits, according to the FDIC. Iberiabank also entered into aloss-share agreement with the FDIC on $656 million of Century Bank's$725 million in assets and on $1.9 billion of Orion Bank's $2.7 billionin assets.
The 11 branches of Century Bank and 23 branches of Orion Bank will reopen as branches of Iberiabank.
SunwestBank in Tustin, Calif. will assume Pacific Coast's $134.4 million inassets and $130.9 million in deposits, according to the FDIC. The twobranches of Pacific Coast will reopen as branches of Sunwest Bank.
Customersof the failed banks can access their money over the weekend by writingchecks or using ATMs or debit cards. Checks will continue to beprocessed, and borrowers should make mortgage and loan payments asusual.
The FDIC also said customers should continue to usetheir existing branch until they receive notice that the takeover hasbeen completed.
An average of 11 banks have failed per month this year, and the federal coffer is thinning under the massive strain.
Thefund now stands below $10 billion, down significantly from $45 billiona year ago. Friday's closure will cost the FDIC an estimated $986.4million.
After factoring in expected closures, the agency saysits insurance fund is in the red and will remain there through 2012.Over the next four years, the agency expects bank closures will cost$100 billion.
The bank failure count for 2009 is still far from1989's record high of 534 bank closures which took place during thesavings and loan crisis, when the insurance fund also carried anegative balance.
The tally is nearly five times the number that failed in 2008, and the highest tally since 1992 when 181 banks failed.

葉芬

http://seekingalpha.com/article/ ... =article_sb_popular


9 Dividend Stocks Sending More Cash to Shareholders 7 comments
by: Dividends4Life November 13, 2009 |
about: ABC / ADP / BAX / CLF / DV / MDU / SPAN / TNC / WYNN   





XXXXXXXXXXXXXXXXXXXXXXX

轉帖：

I have taken the list of nine stocks and put them through a free cash flow analysis. With dividend plays you want to always make sure that the dividend that is paid out can be covered by the company’s free cash flow otherwise they will need to borrow money to pay you. All the company’s on this list can cover their dividends through their free cash flow.

My key ratios for analysis are price to free cash flow (PFCF) and Free Cash Flow Return on Invested Capital (FROIC) as well as debt to equity.

When investing I look for PFCF below 15 times and FROIC above 20%+. When you are lucky enough to find a combination of the two you find a perfect balance of growth + value and you get capital appreciation through capital preservation.

For those who don't know;

PFCF =Market Price/ (Cash flow per share-Capital Spending per share)

FROIC = FCF per share/ (long term debt per share + shareholders equity per share)

FROIC basically tells you how much return in free cash flow a company generate for every dollar of Total Capital they employ.

I consider FROIC the primary determining factor in identifying growth companies as you can compare every company (except financials) on an equal basis. The question I ask every company I analyze is = how much return (in percent) in FCF are you going to give me for every dollar of total capital you invest?

The following are 2010 estimates (Data Source= Value Line)

WYNN RESORTS (WYNN)

FCF PS = $ 1.00
TCAP PS = $ 49.75
FROIC = 2.00%
PRICE TO FCF = 69.22

BAXTER INTERNATIONAL (BAX)

FCF PS = $ 3.60
TCAP PS = $ 20.00
FROIC = 18.00%
PRICE TO FCF = 15.28

AUTOMATIC DATA PROCESSING (ADP)

FCF PS = $ 2.40
TCAP PS = $ 13.00
FROIC = 18.46%
PRICE TO FCF = 18.12

CLIFFS NATURAL RESOURCES (CLF)

FCF PS = $ 2.05
TCAP PS = $ 22.05
FROIC = 9.29%
PRICE TO FCF = 19.85

DEVRY (DV)

FCF PS = $ 2.35
TCAP PS = $ 16.19
FROIC = 14.51%
PRICE TO FCF = 22.63

TENNANT COMPANY (TNC)

FCF PS = $ 1.70
TCAP PS = $ 12.70
FROIC = 13.39%
PRICE TO FCF = 17.29

SPAN AMERICA MEDICAL (SPAN) (no 2010 estimates available for this company)

FCF PS = $ NA
TCAP PS = $ NA
FROIC = % NA
PRICE TO FCF = NA

MDU RESOURCES (MDU)

FCF PS = $ 0.70
TCAP PS = $ 25.95
FROIC = 2.69%
PRICE TO FCF = 31.67

ALLIANCEBERNSTEIN (AB)

FCF PS = $ 2.15
TCAP PS = $ 18.87
FROIC = 11.40%
PRICE TO FCF = 12.55

FROIC gives me a real return on Main Street and if I can get a 20%+ return on Main Street and at the same time buy a stock that is selling for less than 15 times its FCF then there is a very high probability that it should be very successful investment.

By choosing 20%+ as my minimum FROIC I have built a portfolio of 29 holdings for my clients that has a combined portfolio FROIC of 32% and sells as a group for 12.35 PFCF.

As for PFCF I came up with the 15 or less number as being Ideal after performing a 58 year backtest. To view the backtest just click the link below.

葉芬

分享：

http://dividendsvalue.com/4117/7-investor-traits-to-achieve-success/


7 Investor Traits To Achieve Success


This is a guest post from one of DIV-Net’s finest value investors, Jae Jun of Old School Value blog:

I’m not here to teach you how to be a great investor. On the  contrary, I’m here to tell you why very few of you can ever hope to achieve this status.

It doesn’t matter how intelligent you are, how many books you’ve read or how good you are with numbers. The truth is that you may  never be as good as you think.

This was a speech by Mark Sellers of Sellers Capital to Harvard MBA student’s in 2007. It was also one of the handful of good reading material that helped me to look beyond numbers and performance in my early investing career.

It is a speech that helps to expose weaknesses and build on your strengths.

You can read all of Berkshire’s letters, Buffett’s words of wisdom but when it comes to crunch time, why do so many people fail to even beat the market let alone compound their money at extraordinary rates?

7 Investor Traits Needed for Mind-blowing Success

Off the top of my head out of 5 people I spoke to regarding value investing, 3 never understood the concept of buying half dollars and 1 took a while to come around.

So think of the list below as an investors moat. If a majority of the traits is hard wired into your self, it is an advantage that is absolutely sustainable.

The following can’t be learned but I do believe it can be obtained under training and fine tuned to become a formidable competitive advantage over other investors.

(Read the full speech)

Trait #1 – Ability to buy and sell stocks against the market

    Everyone thinks they can do this…[when] the market is crashing all around you, almost no one has the stomach to buy.

Trait #2 – Obsession

    The second character trait of a great investor is that he is obsessive about playing the game and wanting to win.

Trait #3 – Willingness to learn from past mistakes

    What sets some investors apart is an intense desire to learn from their own mistakes so they can avoid repeating them.

Trait #4 – Inherent sense of risk based on common sense

    I believe the greatest risk control is common sense, but people fall into the habit of sleeping well at night because the computer says they should.

The thing about common sense is that it isn’t very common.

Trait #5 – Confidence and Conviction

    Great investors have confidence in their own convictions and stick with them, even when facing criticism.

Trait #6 – Get both sides of your brain working

    If you don’t think clearly, you’re in trouble. There are a lot of people who have genius IQs who can’t think clearly.

Trait #7 – Ability to live through volatility

    The most important, and rarest, trait of all.

Reading and analyzing financial statements can be learnt and copied by anyone. The above 7 traits cannot.

This isn’t something you’ve heard the first time, but I believe it to be an awesome and concise reminder in the midst of a huge rallying market we have now.

股龙

多谢芬姐的分享，这是网上的翻译！
翻译的不好，不要怪我！

7投资者性状成功与否


这是从一个DIV的，网络上最好的价值型投资者客人后，载2008年6月的老学校的价值博客：

我这里不是教你如何成为一个伟大的投资者。相反，我在这里告诉你为什么你很少数能达到所希望这一地位。

不要紧，你是多么聪明，有多少你已经阅读或你有多好，用数字是书籍。事实是，你可能永远不会像你想好。

这是卖家的马克资本卖家讲话哈佛大学的MBA学生在2007年的。它也是良好的阅读材料之一，少数帮助我超越数字和业绩看，在我早期的投资生涯。

这是一个讲话，有助于揭露你的弱点和长处建设。

你可以阅读伯克希尔的信，巴菲特的智慧的话，但是当所有涉及到关键时刻，为什么如此多的人甚至不超过市场更不用说化合物在特殊利率的钱？

7性状投资者需要心灵吹成功

把我的头5人我曾就价值投资，三不理解，购买美元和1个半了一段回头概念独占鳌头。

因此，认为以下列表作为一个投资者护城河。如果有多数的特点，很难把你自己的有线，这是一个优势是绝对的可持续。

以下不能学会，但我相信，可在培训和调整，以获得比其他投资者成为一项艰巨的竞争优势。

（阅读完整的讲话）

性状＃1 -的购买能力，对市场出售股票

    每个人都认为他们能够做到这一点... [时]市场崩溃你周围的一切，几乎没有人有胃购买。

性状＃2 -强迫症

    一个伟大的投资者的第二个字符的特点是，他对玩游戏，想赢得迷恋。

性状＃3 -乐于学习，善于从过去的错误

    什么设置一些投资者除了是一个强烈的愿望，从他们自己的错误中吸取教训，使他们能够避免重复。

性状＃4 -内在意义上的风险基于常识

    我认为最大的风险控制是常识，但人们到晚上睡觉也习惯下跌，因为计算机说，他们应该。

有关常识的是，它不是很常见。

性状＃5 -信心和信念

    伟大的投资者对自己的信念，信心，坚持使用他们，即使是面对批评。

性状＃6 -取得你的大脑双方工作

    如果你没有想清楚，你就有麻烦了。有很多人有天才智商谁谁不能想清楚了很多。

性状＃7 -能够经受住波动

    最重要的，最稀有的，所有的特征。

阅读和分析财务报表应汲取的教训和任何人复制。上述7特征不能。

这不是你第一次听到，但我相信这是一种在一个巨大的凝聚力，我们现在的市场处于可怕，简洁提醒。

这个网上翻译，好像不怎么行！！

[ 本帖最后由 股龙 于 14-11-2009 07:34 PM 编辑 ]

葉芬

原帖由 股龙 于 14-11-2009 07:32 PM 发表
多谢芬姐的分享，这是网上的翻译！
翻译的不好，不要怪我！

7投资者性状成功与否


这是从一个DIV的，网络上最好的价值型投资者客人后，载2008年6月的老学校的价值博客：

我这里不是教你如何 ...

沒問題。。。

呵呵 好過沒有。。。翻譯！

葉芬

巴菲特：持現金最笨

        （華盛頓13日訊）美國微軟創辦人蓋茨和“股神”巴菲特這世界兩大首富，周四在哥倫比亞大學接受商學院學生提問。巴菲特指金融恐慌已過去，股市已見底，現在“最差的投資是持有現金”，他又指美國現在是最好的投資目的地，投資機會比其他地方都多。
        蓋茨指金融海嘯和美國現時經濟走下坡，是因為過度借貸，信貸危機浪費了“兩至三年”經濟生產力，但他仍認為“資本主義偉大”，現在投資環保能源和醫藥都有很好前景。

葉芬

16/11/09


E*TRADE Financial Corporation (ETFC) - ETFC continues to be on my watchlist due to an upgrade several months ago out of Goldman Sachs. Resistance is located at $1.58 & $1.69.




SIRIUS XM Radio Inc. (SIRI) - SIRI continues to inch higher after S&P upgraded the companys credit rating last week. I will buy SIRI for my long term portfolio when the stock closes above $0.70.

miku

芬姐，今晚玩什么？

葉芬

原帖由 miku 于 17-11-2009 11:17 PM 发表
芬姐，今晚玩什么？

今晚很乖。。。 沒有玩。


在排隊等買 CVM。。。

miku

没玩哪里可以！！我在等abk，破0.7就等0.6x。。50粒准备。

葉芬

原帖由 miku 于 18-11-2009 12:19 AM 发表
没玩哪里可以！！我在等abk，破0.7就等0.6x。。50粒准备。

ABK Ok嗎？

小的金融股哦。。危險吔。。。

tankangkai

PLD         13.81         -0.48 (-3.36%)

显，PLD给Goldman 降去Sell 的rating！

葉芬

原帖由 tankangkai 于 18-11-2009 06:42 AM 发表
PLD         13.81         -0.48 (-3.36%)

显，PLD给Goldman 降去Sell 的rating！

今天我有注意到。。 跌了好多。。。
最近她上的速度比以前快多了。。。 好現象 ！