Jan 14th, 2007, 20:51 | #1 |
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Jan 14th, 2007, 21:33 | #2 | |
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Jan 16th, 2007, 10:02 | #3 |
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Jan 16th, 2007, 10:08 | #4 |
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Jan 16th, 2007, 10:25 | #5 |
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Jan 16th, 2007, 10:50 | #6 |
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Jan 16th, 2007, 12:04 | #7 |
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Jan 16th, 2007, 13:32 | #8 |
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Jan 16th, 2007, 15:07 | #9 |
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Jan 16th, 2007, 15:36 | #10 |
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Jan 17th, 2007, 13:02 | #11 |
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Thanks for sharing! Chinasmile1! I like the following part: "1, 要FOCUS, 就是FOCOS几只股票 2, 把这几只弄明白了, 但不是贪婪的涨跌都赚 3, 而是把大TREND弄明白了, 尤其是背后的行业和公司的BUSINESS弄明白了 ...... 7, 正确的投资可以很省力的赚大钱, 真正的大钱都是从几只来的, 这一二只一顶能轻松的COVER别的失误. 这样才能有个BASE, 才是PERFORMANCE节节张高的基础. " BTW, bot GRRF 200 @8.33 to see if this is the one that doesn't have to worry about. |
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Jan 17th, 2007, 13:28 | #12 |
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Jan 17th, 2007, 14:04 | #13 |
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Jan 17th, 2007, 14:56 | #14 | |
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引用:
下面是从股飞上看到的一片评论: "新东方俞校长的一干人也太是精明,别人的财季都是9月30号,他们就非要8月31号,虽 都知道新东方一年也就靠暑假这几个月了,而且上市时间在9月15号左右,马上发了一 个最强的报告,而且计算还是按没IPO前25million shares来计算的,搞得一帮人心痒痒 ,一个季度挣73美分,确实多阿,但是大家不要忘记与校长发了7.5million新股,高盛后来 又还有1个多million的option.你现在买的EDU就要变成了35million分之一,而且俞校长 还没告诉你一年四个季度,第二,第四财季多是亏损,第三采季也只是小挣.反正人先给你 看了没稀释前的最强的第一季度,你跟上去,那就是你的责任了,只要他报表上没造假,他 是没有责任的.其实如果你仔细读一下报表,就算第一季新东方的general and administrative cost居然比2005下降了29%,对照中国的现实,确实是不可思议,我估计 他们可以defer到下一个季度,或则提前做到上一季度了,这种手法也谈不上高明,但却是 合理合法的,一般的小股民谁看这么多. 再说这年头国内的培训,竞争也是十分火爆,新 东方除了在英语考试如GRE, Toefl上有些优势,在口语训练,计算机培训上只是一般般, 而且现在国内都是用公款去培训,还要返还20-30%的回扣,像Tofel,GRE培训那样的利润 率,恐怕是达不到的.anyway, just a point of mine, we will see whether I am right on Tuesday." |
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Jan 18th, 2007, 10:50 | #15 |
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Jan 18th, 2007, 14:14 | #16 |
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Feb 2nd, 2007, 12:21 | #17 |
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Feb 10th, 2007, 12:34 | #18 |
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