投壇2023年選股短評

來源: JS_Greenwich 2023-01-16 06:04:19 [] [舊帖] [給我悄悄話] 本文已被閱讀: 次 (1303 bytes)

Today I have time to go over the 55 stocks that were selected by 68 people; based on this year’s earn projection, the mostly like winner should be

ANET – A silicon valley networking stock, the recommender might work for this company

ASML – Maker of semiconductor manufacturing equipment, a Biden semi policy winner

CMG  - Owns and operates Mexican restaurants; we all eat there from time to time

COST – Everyone shops there, a good store

FCFS – Pawn store owner, but not sure why earning is accelerating this year though

MSFT – has accelerated earning this year; an old faithful

TSLA – has accelerated earning this year, but lots of competition though

Note:

  • Chinese concept stocks are uninvestable, they have no credible earning projection, and they have been excluded here
  • Projecting future earnings is hard, some of other stocks could have revised earnings late to catch up. But at this time these are the most promised stocks now.
  • Investing in stock is risky; you could lose all of your money.  The above comments are not recommendations.  You should make your own decision about your investment.

所有跟帖: 

讚點評 -越王劍- 給 越王劍 發送悄悄話 越王劍 的博客首頁 (87 bytes) () 01/16/2023 postreply 06:08:20

特佩服眼光獨到擅長選股的.我沒狗屎運,從沒選對過,一再花錢買教訓.還是聽老巴的,老老實實買指數 -wu7788- 給 wu7788 發送悄悄話 (0 bytes) () 01/16/2023 postreply 07:18:17

控製風險的話可以每一隻買10股,看看是不是能夠跑贏大盤. -JS_Greenwich- 給 JS_Greenwich 發送悄悄話 (221 bytes) () 01/16/2023 postreply 07:46:59

不能用個人喜好選股,雖然CMG是我選的,但不代表我經常吃,我隻是認為基本麵好,適合長期持有 -kungfutea- 給 kungfutea 發送悄悄話 (0 bytes) () 01/16/2023 postreply 07:56:37

我隻買TQQQ,SQQQ。但是不符合選股條件。 -rapidestate- 給 rapidestate 發送悄悄話 rapidestate 的博客首頁 (0 bytes) () 01/16/2023 postreply 08:00:25

SQQQ也不敢碰.曆史年份看好像漲多跌少.sqqq進錯了,下一輪市大跌解套得等好多年.這想法不知道對不對 -wu7788- 給 wu7788 發送悄悄話 (0 bytes) () 01/16/2023 postreply 08:26:17

tqqq萬一買在高位,大不了等幾年,隻要股市按以往曆史走,遲早回來.好像比sqqq更放心一些 -wu7788- 給 wu7788 發送悄悄話 (0 bytes) () 01/16/2023 postreply 08:38:29

不行,帶杠杆的有時間value的損失,對比一下qqq和tqqq圖 -andy99- 給 andy99 發送悄悄話 (0 bytes) () 01/16/2023 postreply 08:56:30

時間value的損失: 這我不理解.value損失是qqq的三倍,漲也是三倍.What did I miss? -wu7788- 給 wu7788 發送悄悄話 (0 bytes) () 01/16/2023 postreply 09:22:54

這是qqq對比tqqq的圖.怎麽看時間value損失?謝謝! -wu7788- 給 wu7788 發送悄悄話 (77320 bytes) () 01/16/2023 postreply 09:25:51

TQQQ裏麵有option的吧?會不會歸零? -米奇的廚房- 給 米奇的廚房 發送悄悄話 米奇的廚房 的博客首頁 (0 bytes) () 01/16/2023 postreply 09:26:51

明白了.option會隨時間過期. 但是問題是 > -wu7788- 給 wu7788 發送悄悄話 (366 bytes) () 01/16/2023 postreply 09:35:45

不懂啊,太高深了,等磚家們來回答 -米奇的廚房- 給 米奇的廚房 發送悄悄話 米奇的廚房 的博客首頁 (0 bytes) () 01/16/2023 postreply 09:47:06

破唱片再放一遍?什麽提扣扣扣還是愛死扣扣扣,都是賭博! -hhtt- 給 hhtt 發送悄悄話 hhtt 的博客首頁 (0 bytes) () 01/16/2023 postreply 09:36:59

小賭怡情啊,糊塗兄,大過年的,小賭一下多好玩啊 -米奇的廚房- 給 米奇的廚房 發送悄悄話 米奇的廚房 的博客首頁 (0 bytes) () 01/16/2023 postreply 09:45:02

心理過程是這樣的:當下單qqq時,是看好股市.這是一.再一想,既然看好股市,何不三倍呢?於是就 tqqq了 哈哈 -wu7788- 給 wu7788 發送悄悄話 (0 bytes) () 01/16/2023 postreply 10:02:03

凡是有time decay的都是坑,有違投資的理念。 -samma1- 給 samma1 發送悄悄話 (0 bytes) () 01/17/2023 postreply 00:27:04

謝分享pf參與選股的網友。2022spx負17%, tt集體智慧平均負36%。預祝今年好成績。 -IEbird- 給 IEbird 發送悄悄話 (26068 bytes) () 01/16/2023 postreply 10:00:48

看來TT集體智慧很厲害!LOL -米奇的廚房- 給 米奇的廚房 發送悄悄話 米奇的廚房 的博客首頁 (0 bytes) () 01/16/2023 postreply 10:06:58

至少敢於選不當縮頭烏龜。所以留下tt有意義的數據。 -IEbird- 給 IEbird 發送悄悄話 (0 bytes) () 01/16/2023 postreply 10:13:34

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