2016年12月31日 星期六

[展望2017] 近期關於Stockpicker的相關新聞

My last post in 2016.

Being a good stockpicker has been my goal. In 2017, I plan to pick some stocks myself and expect that at least half of them will return 20+% by the end of the year.

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(a record for myself) 2016的閱讀足跡

Quite busy in 2016, but still managed to squeeze time reading and listening to some good books.  

A book worm, for sure. Can't live without books. The list is not long, but I am pretty OK with it, considering only two books are written in Chinese. 

2016年12月27日 星期二

[未完成作品] 個股分析: 丹麥珠寶商 Pandora

很久沒有自己寫一篇分析文了.  11月中的時候實在忍不住, 花了一天的時間寫了下面的分析(這才發現,原來自己也能夠在這麼短的時間內, 完成七八成的中文企業分析. 熟能生巧了). 不過實在是心有餘而力不足, 我看這篇是沒有機會完成了(不過也沒關係, 後來發現ADR實在是不太好買). 想想還是貼上blog做個紀念好了. 2017還是想自己寫分析, 不過可能會換個方法(maybe用英文來書寫?), 更有效率地讓自己與讀者掌握公司業務與狀況. 

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2016年12月4日 星期日

沐樂園 成長美股研究社團 招募新血中 (招募名額: 15. 申請截止日期: 12月18日)

很高興社團又要擴張了.


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嶄新的一年即將開始您開始著手列下新年新計劃了嗎如果有的話有沒有把學會如何分析&投資美股放在您的計劃裡呢或是想要學習正統的個股分析方式卻不知如何下手嗎一人完成一隻個股分析負擔好大--想要有夥伴一起來研究嗎Facebook, Google, etc. 這些成長股有興趣嗎對美國本土的中小企業成長股如Ulta也有興趣研究投資嗎每個月願意投入20個小時研究美股嗎如果您對上面任一問題的回答是Yes 的話請您繼續看下去

2016年12月3日 星期六

[美股史] Cramer's Mad Money: Sending A Pro-Business Message

Haven't listened to Cramer for a while......he is still my favorite TV host, taking care of the average investors even though some people dislike him.  Working as a hedge fund manager at Goldman Sachs for decades, he does have some good and interesting perspectives that helped open my eyes and understand the climate and mechanism of the financial market. 

Anyways.  Found this piece of information interesting and would like to post it here. 

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2016年12月2日 星期五

[貓的碎念] (12.02.2016 Rumbling) [A reminder] How to think like a hedge fund/mutual fund manager?

If you have confidence in one company, why didn't you increase your position when the price was beaten down? Why didn't you dare to buy more share before the earnings call? And maybe, sell on the strength? You didn't, because psychologically you were not ready, and from fundamental's perspective, you were not sure about the business. More training is needed.

And, no one can buy really low.  Focus on the fundamental analysis.  Technical is second. Or not needed. Remember to watch the SMA. And train yourself to calculate the reasonable price.

Sometimes, I really feel I am like a joke.  Like a very inexperienced, naive, passionate kid thinking she is trying her best to handle the stock market.  And even thinks she can help others.  But actually, no.  This kid needs to elevate her view point (again) and think more strategically.  Grow up, kiddo.  And try to say something more constructive.  And you need to act quickly.  Be more responsive.

--Thoughts after talking with a mentor

Little by little, I know how to select good stocks.  But the (other) problem is, how to zone in.