《庖丁解牛－SDrider經典操盤實錄》 10.29

跋

大千的名人中如果用“鬼斧神工”形容搗亂者，“大智若愚”表現熊弟連，那麽對於SDRider，恐怕隻有“庖丁解牛”最為貼切了。

SDRider進入HIGH榜的視野，是因為最近那篇ENWV的分析，hedgefund如何占有多少比例，前後hedgefend如何出事，簡直就是將ENWV的基本麵完全解剖，令人歎服。再查SDRider的曆史，發現這其實隻是一個很小的縮影，幾乎SDRider推出的每一個股票都有令人信服的基本麵分析而且都是不挖出老底不甘罷休的態勢，象NUE在被SDRider推出後幾天UBS才將他upgrade，真所謂英雄所見略同！

提到SDRider，不能不提到NGPS，這個股票一次又一次的被SDRider所推出，而且每一次都會帶來豐厚利潤。作股票的，如我等俗手，幾乎是作一個放棄一個，很少有在一個股票上不斷賺錢的例子，但是SDRider卻不然。NGPS的每一次脈動都被SDRider抓住，NGPS機構的每一個動向都被SDRider完全解析，所以如果你認真研究（一定要“研究”！僅僅“看”是完全不夠的）SDRider的每一個深度分析，你就不難提高。“有多少股可以重來”，大千的高手們，幾乎都有這樣的特點：搗亂者CME的反複操作，熊弟連GOOG的不斷出擊，SDRider的NGPS一波又一波！無一不告訴我們，高手的境界，真的就如同SDRider：庖丁解牛，遊刃有餘！

SDRider是幾個不多的唯一用英文寫作的高手，對於我等俗手的爛英文水平，很多還不甚了了（仍然需要不斷研究）。但是對於股票深度分析，自己唯一熟悉的一句英語卻是：

TO be or not？ ask SDRider!

HIGH周刊 10.29.2005  ©2005 Copyright

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NGPS out most here

文章來源: SDRider 於 2005-10-28 08:11:28



ER good, not great. Could be a short term pick here considering strong resistance @$28.

Will buy back in $23s.



$4 up move a little out of

文章來源: SDRider 於 2005-10-28 08:14:17



the scale here considering the ER numbers and guidance. Lock in some profit.


回複：SDlaoda, can u help predict NGPS's ER? Thanks

文章來源: SDRider 於 2005-10-21 14:14:41



That's difficult to do considering they are small and not that transparant. But the sector is doing very well and inventory correction in a couple of its customers should be done by now. So, I'm pretty positive on it. GRMN 10/25, SIRF ER 10/26, right before it, watch their revenue for signs.
回複：SD老大, 幫忙推薦些科技股? 你看個股最準了:)

文章來源: SDRider 於 2005-10-20 07:48:49



GPRO is still my favorite and most of position is on this one (45% portofolio, avge $39s).
Others: OSIP, IDEV (in some yeterday and bought more otday), PXLW (avge 5.48. Xiong has some good views on this one and I like the sector), WPSC (underwater), also bought some NGPS back.

I just started to load and have a lot more work to do. I'll begin to post more starting next week.


Steel maker NUE beat and raise

文章來源: SDRider 於 2005-10-20 06:44:49



Earning 1.86 vs 1.68 estimate, revenue 3.03 b vs 2.98 b
Raise guidance 1.7 to 1.9 vs 1.65 estimate

Sector upgrade to come imho.

ER 10/31, FDA approval of

文章來源: SDRider 於 2005-10-24 19:43:12



Tarceva for pancreatic cancer 11/

Beserious: OSIP important events

文章來源: SDRider 於 2005-10-21 09:58:43



by the end of 2005:
1: close EYET acquisition 11/05
2: US approval of Tarceva for pancreatic cancer 11/2/05
3: Roche initiate phase III study of Tarceva vs chemo in progressive NSCLC, anytime now
4: commencement of clinic trial of PSN-010, by 12/05
5: 3 year efficacy and safety of Macugen on AMD, by 12/05
6: ER 11/01


Good luck.



X and NUE both up a lot today

文章來源: SDRider 於 2005-10-24 13:50:20



The sector is coming back, WPSC will follow