2003 時香港都係腥風血雨. 而家幾多人後悔無買貨.
我自己睇開 citi 同 aig.
citi 由 5x 跌到而家 18
aig 由 7x 跌到而家 2x

citi 上年每股次按撥備好似係 $4 左右. 當佢未撥晒, 未來幾年再撥 $1X, 但係佢個股價就已經跌左$30.
計盈利, 佢計埋撥備都未要蝕 (當然都無乜賺), 只要唔執笠, 始終會有撥完既一日, 雖然可能要等幾年, 但係就等於用 18 買左每年賺 4 既股票, 4倍 PE
我覺得只要量力而為, 唔好俾 margin 夾死, 而家真係博得過.

引用:

原帖由 hardcat 於 2008-7-3 18:35 發表


thanks sifu for the comment, i think you know better about these stocks than myself, but i think our difference stem from our different envisioning of the magnitude and nature of this crisis... an ...

yes i agree is gonna be bad, but the question is " how bad  ". to say that it would wipe out 2/3 of citibank and that it wont recover, i think is a bit too much.