股神的小小小fans
2016-08-17
$艾伍德海事(ATW)$ 妹的！什么破公司啊
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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洋葱炒鸡蛋
2016-08-17
洋葱炒鸡蛋
突然想起去年买天海投资，5块的时候净资产为4.2，净资产中90%又是现金。一只股票5.5，里面现金就有4块。我只花1.5就拥有了这公司。为啥一只股票会跌到快现金头寸的价格呢？这谁知道呢？
不过这只股票相对天海投资不确定因素很大，我们的分析依据就是可预测的未来油价会上调，他的资产负债表最棒ROE最高。我只能确信行业内别的企业都阵亡了，他一定是最后一个。
洋葱炒鸡蛋
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股神的小小小fans
:
今天上线看了下，发觉变化还蛮大的嘛。 就这个挺好的麽，出现错误定价的时候可要抓好咯
股神的小小小fans
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洋葱炒鸡蛋
:
有没有发现股票！兄弟
股神的小小小fans
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洋葱炒鸡蛋
:
前段时间病了，在家休息，现在工作了下班就看一下新闻什么的！
洋葱炒鸡蛋
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股神的小小小fans
:
。。天天看盘不累阿，我半个月才看一次
股神的小小小fans
:
可以入了
全部8条回复
洋葱炒鸡蛋
2016-08-17
洋葱炒鸡蛋
😏周期性公司抄底没有拿2年的心态就不适合买这类股票。如果你将其视为次级债券或者隐形公司合伙人，你还会坐立不安吗？ 你的房子你买的10万每年租出去1万租金，你的邻居把他房子5万卖了你会因此认为你的房子只值5万了吗？
记住你所拥有的是公司所有权的一部分，不是一张每天红红绿绿的纸
洋葱炒鸡蛋
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Hhff
:
长期债务本金都19至2021年到期，怎么会破产呢。 公司才回购部分债券，现金一直很充足，利息覆盖率也很高
洋葱炒鸡蛋
回复
股神的小小小fans
:
这个我没法建议。证券分析的工作只是评估股票内在价值是否符合其价格或者低于。我个人觉得股票被低估了。 我也持有。 嗯，林奇，邓普顿传递的是术，就像一老司机给新手讲的很简单，而我们上去发觉根本一点都不简单。不要忘了林奇有很多年研究的经验而我们是没有。 本传递的是道，细微末节 开启普适的智慧
股神的小小小fans
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洋葱炒鸡蛋
:
是啊，在理论来说还是巴菲特和彼得林奇还有邓普顿比较好懂点我最多也就皮毛而已毕竟我本人初中还没毕业虽然下学以后也没有停止学习但是毕竟底子在那里放着有时候想上进学习也有心无力！
股神的小小小fans
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洋葱炒鸡蛋
:
对了问你一下看来你应该也持有这个公司了吧！你的意见就是拿着长期持有等待行业的复苏对吗？或者是看情况割肉走！
洋葱炒鸡蛋
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股神的小小小fans
:
费雪的理念岂是一般人不花10年心血就能侵淫的。
😉我就很看好蒙牛，可惜买不起。真羡慕你们有钱银
全部14条回复
T7486957
2016-08-17
T7486957
你们玩的公司我都看不懂。。。。
股神的小小小fans
:
我也没看懂，这不是亏了吗！这几天买了什么好票子啊
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精彩评论
不过这只股票相对天海投资不确定因素很大，我们的分析依据就是可预测的未来油价会上调，他的资产负债表最棒ROE最高。我只能确信行业内别的企业都阵亡了，他一定是最后一个。
记住你所拥有的是公司所有权的一部分，不是一张每天红红绿绿的纸