引用:
原帖由 nonhuman 於 2007-9-22 11:46 AM 發表
德昌電機的大部份都是零件和半成品, 而富士康有自己的品牌和直接面對顧客, 除了工業般的一般困境之外, 兩間公司所面對的客戶和衍生的問題, 最少有50%係不同 ...... 同是工業股, 有最終產品和品牌, 我個人認為, 始 ...
Johnson Electirc's customers are currently in the bad sector - eg. the American car industry. But one never knows when they will pick up again.
I was a shareholder of Johnson Electric many years ago and the dispoal of my holdings was the first and one of the major setbacks in my investment life.
On 30 Dec 1995, I went to my friend's house for dinner and he's from the Wang family. During a discussion, his view was that they were too expensive, PE was too high, and didn't recommend holding it. It was not meant to be insider information. He had substantial holding but had no involvement in the running of the company. I sold my 6,000 shares on 2 Jan 1996, the next trading day @ $7.05, at a small loss. The dinner might have cost me nearly a million dollars.
History may repeat itself. Who knows?
