融資的人最初都是信誓旦旦

From: 歐密碼
發表於 2012-8-28 00:26

我自己的房子先前設定房貸部分是500萬，
現在還到剩下房貸200萬，
想試著在下次GDP低點時
(明年沒機會了，等2014再看看)，
把先前還掉的300萬再借出來拿到股市中投資，
因為公教利率都不高(1.8~3%)，
即使500萬本息攤還，大約4萬左右尚可負擔，
不到遍地黃金我應該也不會全押，
想說這樣應該和MIKE說的「不要融資，不要借錢玩股票」，
不太一樣吧 !?


From: mikeon
發表於 2012-8-28 07:41

每個融資的人最初都是信誓旦旦
會很小心，等低點再進場，
而且一定會停損，
都是這樣開始的

很多同學都說，
再來一次4千點一定會進來大買，
問題是買股票不是每一筆都能買在4千，
而是跌到6千時就誤以為低點，就進場了 

等跌到4千時，
融資的人早已不堪套牢或瀕於斷頭的壓力而陣亡了

技術指標背離 ? Deviation ?

今天有位同學問我，

技術指標背離代表什麼意思 ?

A student asked me today what does the deviation mean ?

技術指標設定下限為 0 ，

股價再怎麼跌，指標最低跌到 0 ，

不會變負的 ，

所以跌到後來指標就鈍化，

即所謂的技術指標背離。

The lower limit of technical indicators is set to 0.

No matter how stock price drops, the indicator will not become negative when the lowest point drops to zero.

Therefore, the indicator becomes blunt after falling, which is the so-called deviation from the technical indicator.

這是公式設定必然的道理，

而非隱含了什麼不為人知的市場轉變。

This is the result set by the formula,

rather than implying some unknown market changes.

只要把下限拿掉，

讓下跌可以跌到負的或無限，

就不會出現指標背離。

數學不太差的人都能理解這個道理。

Just remove the lower limit, 

let the decline fall to negative and infinite,

there will be no indicator deviation.

People who are not very good at math can understand this fact.

2012-08-13 可口可樂分割 1 股為 2 股

底下貼文摘自宥聰桑的部落格
http://joechenus.pixnet.net/blog/post/39481258

2012-08-13 可口可樂分割 1 股為 2 股

分割前股數

分割後股數 (2天後資料才會更正)

美股分割之後連同前幾年的股數也一起變多，
這跟台股的除權僅自該年之後股數才變多不同。

2Q12波克夏大幅調整持股

2Q12波克夏大幅減碼 JNJ -64﹪、PG -19﹪、KFT -25﹪、INTC賣光、IR賣光、GE -26%、UPS -82%、V -27%、CVS -25﹪

增加持股 PSX、NOV、VIA.B、BK、DTV、WFC、IBM、LMCA、LEE

「National-Oilwell 是一家設計，生産和銷售機床和設備，營銷用於石油和天然氣鑽探和生産的維護，修理和運作產品。公司的機器和設備包括絞車，泥泵和電動轉環，這些都是鑽探油井氣井的鑽塔的主要機械組成部件。許多部件是專門為海洋，偏遠地區和深層地面鑽探應用而設計的。」...Quote123

「紐約銀行是一銀行控股公司和世界最大的財政機構之一。他們對全世界提供對個人、小型和中型企業、跨國公司、財政機構、政府提供全面性金融服務。其產品和服務劃分為五類: 證券服務和全球性付款服務、客戶服務和財產管理、公司銀行業務、全球性市場和零售銀行業務。」...Quote123

「李氏企業公司(LEE ENTERPRISES, INC.)是地區新聞、資產及廣告服務的主要發行業者。公司報紙的發行量達到每日160萬份，週日版更多達190萬份，每日接觸逾400萬名讀者。公司的線上網站每一吸引1200萬人次。」...Quote123

http://www.cnbc.com/id/48661464

Buffett's Berkshire Slashes Stock Holdings

Published: Tuesday, 14 Aug 2012 | 4:32 PM ET  

By: Alex Crippen

Warren Buffett's Berkshire Hathaway did a lot of selling this spring, slashing its holdings in a trio of consumer product companies.

Most notably, it reduced its holdings of Johnson & Johnson [JNJ  68.64     0.18  (+0.26%)   ] by almost 19 million shares to 10.3 million shares as of June 30.

That's a drop of 64 percent compared to its holdings just three months before.

The shares that were sold are worth almost $1.3 billion at the stock's current price, leaving a stake worth $708 million.

In another large cut reported in the company's 13-F filing with the SEC, Berkshire reduced its holdings of Procter & Gamble [PG  66.73     0.25  (+0.38%)   ] by 19 percent, or about $910 million.  It held 59.6 million shares as of the end of June.  They're currently worth $3.97 billion and are still one of Berkshire's biggest holdings.

Kraft Foods [KFT  40.90     -0.10  (-0.24%)   ] was also cut dramatically, with a 25 percent reduction worth $784 million. Berkshire's 58.8 million shares are now worth $2.4 billion. (Read More: Berkshire's Biggest Holdings)

Some other big names were also targeted, although the dollar amounts aren't as big.

Berkshire eliminated its 7.745 million share stake in Intel [INTC  26.48     -0.21  (-0.79%)   ], worth over $204 million.

It almost entirely got rid of its relatively small Ingersoll-Rand [IR  44.71    -0.32  (-0.71%)   ] holding, chopping it by 97 percent, or around $28 million.

Also cut: General Electric [GE  20.94     -0.05  (-0.24%)   ]. That stake was reduced by 36 percent to just over 5 million shares, a drop of about $58 million.

It wasn't all selling.

Berkshire added a relatively large stake now worth about $1 billion in Phillips 66 [PSX  39.93     -0.22  (-0.55%)   ]. It held 27,163,918 shares as of June 30.

National Oil Well Varco [NOV  76.26     -0.21  (-0.27%)   ] is another addition. That holding of 2.8 million shares is worth almost $216 million.

Berkshire also more than quadrupled its stake in Viacom [VIA.B  50.36     -0.16  (-0.32%)   ] to 6.8 million shares from 1.6 million. Those holdings are now worth about $335 million.

It also more than tripled its holdings of Bank of New York Mellon [BK  22.15     -0.09  (-0.4%)   ] to 18.7 million shares from 5.6 million.  That stake is now worth almost $290 million.

Berkshire also reported increases for DaVita [DVA  97.87     1.49  (+1.55%)   ], Directv [DTV  51.91     -0.19  (-0.36%)   ], Wells Fargo [WFC  33.96  ---  UNCH    ], IBM [IBM  198.29     -0.72  (-0.36%)   ], Liberty Media [LMCA  98.95     -0.34  (-0.34%)   ], and Lee Enterprises [LEE  1.33     0.02  (+1.53%)   ].

The total value of Berkshire's reported U.S. stock holdings slipped 1.3 percent to $74.3 billion as of June 30, compared to $75.3 billion.

The company's new filing does not say that any confidential information had been omitted.

ADDITIONAL REDUCTIONS:

United Parcel Service, down 82 percent or $89 million. 

[UPS  76.18     0.03  (+0.04%)   ]

Visa, down 27 percent or $102 million.

[V  129.89     1.57  (+1.22%)   ]

CVS Caremark, down 25 percent or $79 million.

[CVS  44.12     -0.58  (-1.3%)   ]

Verisk Analytics, down 16 percent or $17 million.

[VRSK  49.02     0.29  (+0.6%)   ]

Dollar General, down 9 percent or $16 million.

[DG  52.31     -0.23  (-0.44%)   ]

US Bancorp, down 4 percent or $100 million.

[USB  33.02     -0.16  (-0.48%)   ]

ConocoPhillips, down 1 percent, or $13 million.

[COP  57.35     0.04  (+0.07%)   ]

IRR公式Office2010和2007算法不同

From: yeejiarn
發表於 2012-8-1 15:31

和大(1536)為何盈再表會出現ROE為1%，
預期報酬率卻為15% ?


From: mikeon
發表於 2012-8-1 17:04

跟宥聰桑比對的結果
可能是Office 2010和2007版本不同的問題

我的電腦是2010版
和大的IRR可以算-30%
故預期報酬率取-30%

2007版和大的IRR算不出來
改用EPSx12
所以答案不同

From: Joe(宥聰)
發表於 2012-8-1 17:16

把 AT17 儲存格改成 -30%
俗和貴價格就會跟 Michael 一樣
這是 2003，2007 版本上錯誤