投資建議：
宜進利
(304)-宜進利是內地最大之手錶零售商，在內地有700多個銷售點，剛簽12億元信貸來發展二線城市鎖售網絡，零售概念受基金追捧。買入$10.30、目標$12.00、止蝕$9.00
http://hk.finance.yahoo.com/q?s=0304.HK
中交建
(1800)-市場預期集團今年業務有理想增長，上半年純利可升50%，投資者熱捧。買入$13.50、目標$15.00、止蝕$12.00
http://hk.finance.yahoo.com/q?s=1800.HK
Nanyang Holdings Limited (0212.HK)
最近很火紅，可留意。
http://hk.finance.yahoo.com/q?s=0212.HK

勝率頗高，可小試喔
http://www.game-365.com/casino/d ... amp;lng=2&tzi=1

引用:

原帖由 mm008 於 2007-6-28 22:08 發表
投資建議：..

Did you follow?

中交建都過左 $14, 目標只係 $15 我覺得無意思咯

我 ~$6 入, 好快會放就真!

引用:

原帖由 mm008 於 2007-6-28 10:08 PM 發表
投資建議：
Nanyang Holdings Limited (0212.HK)
最近很火紅，可留意。
http://hk.finance.yahoo.c ...

This is one of my favorite stocks.  I have 36,500 shares and my average price is $10.24, net of dividends.  Although NAV is now around $40, at $18.20 and recently ex-div of 70c, the upside potential might be limited.

for 212 my EQ is less good
got it at 9.5 one year ago
and sold at 15 in March this year when it started to soared up
not dare to chase again

引用:

原帖由 ytt 於 2007-6-29 04:13 PM 發表
for 212 my EQ is less good
got it at 9.5 one year ago
and sold at 15 in March this year when it started to soared up
not dare to chase again

At this price, I think there's little downside risk.  

You must have got it longer than a year ago @ $9.50.  I bought my first batch at around 18 months ago @ $9.60 and it has not looked back since.

引用:

原帖由 dejavu2003 於 2007-6-29 16:31 發表
At this price, I think there's little downside risk.  
You must have got it longer than a year ago @ $9.50.  I bought my first batch at around 18 months ago @ $9.60 and it has not looked b ...

Excellent. Such a great profit on paper!

引用:

原帖由 peninsula 於 2007-6-29 05:19 PM 發表

Excellent. Such a great profit on paper!

Yes, and the best part of it is, one could place a bigger bet on it but could still sleep well at night, as there was zero risk then.

One can easily find a stock that can gain that much in a day, but would one put a big bet on it?

引用:

原帖由 dejavu2003 於 2007-6-29 16:31 發表



At this price, I think there's little downside risk.  

You must have got it longer than a year ago @ $9.50.  I bought my first batch at around 18 months ago @ $9.60 and it has not looked b ...

I checked again and find that you're right, it was mid 2005. Time goes so quick when your're earning money

and time goes slow when you're sitting on the boat

引用:

原帖由 dejavu2003 於 2007-6-29 20:19 發表
Yes, and the best part of it is, one could place a bigger bet on it but could still sleep well at night, as there was zero risk then.
One can easily find a stock that can gain that much in a ...

Any such "zero" risk stocks still available & undiscovered?

引用:

原帖由 peninsula 於 2007-6-30 02:36 PM 發表

Any such "zero" risk stocks still available & undiscovered?

I have one stock #224 but unfortunately, it was zero risk when I started to buy it in April, but has risen in the last two months to now become a minimal risk stock at today's level.

They are due to announce full year's results on July 11 and I have no doubt that it is a very good one and I have at least 5 good reasons to supoort my view.  But whether the market will give them the credit they deserve, I don't know, and that's the only risk that's involved.

引用:

原帖由 dejavu2003 於 2007-6-30 16:50 發表
I have one stock #224 but unfortunately, it was zero risk when I started to buy it in April, but has risen in the last two months to now become a minimal risk stock at today's level...

Thanks. Will monitor closely.

引用:

原帖由 ytt 於 2007-6-30 01:17 PM 發表


I checked again and find that you're right, it was mid 2005. Time goes so quick when your're earning money

and time goes slow when you're sitting on the boat

I bought my first batches on Sep 20, 05 @ $9.70 and on Sep 21, 05 @ $9.60.  

Today, 21 months later, it hits another milestone.  It's now trading @ $19.50, over 100% gain.  And this is despite a recent special div. of 70c.

It has been hitting consecutive new highs every day for almost two weeks.  No sign of stopping.

引用:

原帖由 dejavu2003 於 2007-6-30 16:50 發表


I have one stock #224 but unfortunately, it was zero risk when I started to buy it in April, but has risen in the last two months to now become a minimal risk stock at today's level.

They ar ...

Thanks for your advice. But the daily volume is so low and the spread is quite high, it may not be easy to sell when you wanna exit.  What do you think?

引用:

原帖由 Sharp902 於 2007-7-6 03:34 PM 發表


Thanks for your advice. But the daily volume is so low and the spread is quite high, it may not be easy to sell when you wanna exit.  What do you think?

This is always the problem with thinly traded counters, but I never worried about that.  I only worried about not able to buy enough and I am empty handed this week despite bidding everyday.  And I am worried about a lower than expected financial result due next week. All you need is patience and I will keep trying.  I have been a shareholder since 1992 and they have had bad years.  When you have had a string of bad years, the stock would be ignored by the market.  During the lean times, this counter had periods when there was zero transaction for months.  After all, the stock is closely held by connected persons with relatively little held by general public.

The result announcement is due on Jul 11 and unless I missed something (like write-offs),  I see no reason why they don't deliver a great result.  In a way, some positive results have been laid on the table for us to see if you have been following what they are doing.  If the result turns out to be in line with my analysis, the interest in this counter will be mounting at least for the short term.

In short, when the spread is so big, chances are, you are able to buy in at a lower than fair market price as there are always desperate sellers.

随便到处看看 但是看不太懂 呵呵

引用:

原帖由 dejavu2003 於 2007-6-30 16:50 發表
I have one stock #224 but unfortunately, it was zero risk...

I got in on #224 but such large BUY/SELL spread. My average cost @$0.91.

引用:

原帖由 peninsula 於 2007-7-9 02:23 PM 發表

I got in on #224 but such large BUY/SELL spread. My average cost @$0.91.

How could you possibly get in at 91c recently.  All recent 91c trades belonged to my friends.  As a matter of fact, literally all bids around that level in recent days were from me and from my friends.

[ 本帖最後由 dejavu2003 於 2007-7-9 14:33 編輯 ]

引用:

原帖由 dejavu2003 於 2007-7-9 14:30 發表
How could you possibly get in at 91c recently.  All recent 91c trades belonged to my friends.  As a matter of fact, literally all bids around that level in recent days were from me and from my  ...

Believe it or not, I got some at $0.87 and some at $0.94.

引用:

原帖由 dejavu2003 於 2007-7-9 14:30 發表
How could you possibly get in at 91c recently.

By the way, all trades were done on July 5.

引用:

原帖由 dejavu2003 於 2007-7-6 02:32 PM 發表


I bought my first batches on Sep 20, 05 @ $9.70 and on Sep 21, 05 @ $9.60.  

Today, 21 months later, it hits another milestone.  It's now trading @ $19.50, over 100% gain.  And this is despite a recent special div. of 70c.

It has been hitting consecutive new highs every day for almost two weeks.  No sign of stopping.  

It has gone crazy.  I sold 2,000 today just for fun.  I've learned the lesson and will sit on it unitl it hits $27, which is about 40% discount to NAV.

引用:

原帖由 dejavu2003 於 2007-7-9 20:45 發表
It has gone crazy.  I sold 2,000 today just for fun.  I've learned the lesson and will sit on it unitl it hits $27, which is about 40% discount to NAV.

Let me follow sin!

引用:

原帖由 dejavu2003 於 2007-7-9 08:45 PM 發表


It has gone crazy.  I sold 2,000 today just for fun.  I've learned the lesson and will sit on it unitl it hits $27, which is about 40% discount to NAV.

Almost half way there @ $24 today.

引用:

原帖由 dejavu2003 於 2007-7-10 17:45 發表
Almost half way there @ $24 today.

Yes, very good. Are the BUY orders of #224 and #212 from you & your friends?

引用:

原帖由 peninsula 於 2007-7-11 09:20 AM 發表

Yes, very good. Are the BUY orders of #224 and #212 from you & your friends?

On #224, I had 100K out of daily volume of around 200K.   Some of the remaining might be my friend's wife's.

I start to be a seller on #212, not buyer.