2019年10月28日 星期一
2019年10月25日 星期五
Visa (V) quarterly result
Good. It is still a good company with steady growth.
Fair value at this moment is $200-$210.
If its EPS in 2022 will reach $8.3-8.5, should you sell it today?
Fair value at this moment is $200-$210.
If its EPS in 2022 will reach $8.3-8.5, should you sell it today?
2019年10月23日 星期三
強弱表現 (2019.10.23)
| 23/10/2019 | 52-high | Away from 52w-high | ||
| ZTS | 122.81 | 130.08 | -5.59% | |
| V | 170.86 | 186.71 | -8.49% | |
| AAPL | 239.96 | 242.20 | -0.92% | |
| MSFT | 136.37 | 141.68 | -3.75% | |
| TWTR | 38.81 | 45.68 | -15.04% | |
| ROKU | 129.06 | 176.55 | -26.90% | remove from watchlist |
| LULU | 204.40 | 209.02 | -2.21% | |
| COST | 299.97 | 307.34 | -2.40% | |
| MCD | 199.27 | 221.93 | -10.21% | |
| SBUX | 83.46 | 99.72 | -16.31% | remove from watchlist |
| AWK | 122.39 | 129.89 | -5.77% | |
| AMT | 226.74 | 242.00 | -6.31% | |
| NEE | 236.24 | 239.89 | -1.52% | |
| 1177 | 10.80 | 12.24 | -11.76% | |
| 1093 | 17.04 | 17.76 | -4.05% | |
| 291 | 39.85 | 45.20 | -11.84% | |
| 6098 | 24.90 | 25.65 | -2.92% | |
| 2382 | 114.10 | 120.40 | -5.23% |
2019年9月17日 星期二
Shopify 股票增發
公司宣布增發股票，盤後股價進一步下跌至 $321，自高位調整了 22%。
觀乎 SAAS其他股票，大部份反彈力仍然欠奉，感覺上此sector已經炒作完畢，像數年前既3D print、生化股等。
唯有等待大市整固過後，有沒有新的領導界別出現。
觀乎 SAAS其他股票，大部份反彈力仍然欠奉，感覺上此sector已經炒作完畢，像數年前既3D print、生化股等。
唯有等待大市整固過後，有沒有新的領導界別出現。
2019年9月12日 星期四
挨痛整固期
全世界強弱互換，增長股似乎整個九月都係咁既頹樣，唯有挨下啦。
暫時沒有特別的東西好談。
Watchlist 新增AAPL：
暫時沒有特別的東西好談。
Watchlist 新增AAPL：
| 11/9/2019 | 52-high | Away from 52w-high | ||
| ZTS | 120.70 | 130.08 | -7.21% | |
| V | 174.98 | 186.71 | -6.28% | |
| SHOP | 347.51 | 409.61 | -15.16% | |
| MSFT | 136.12 | 141.68 | -3.92% | |
| AAPL | 223.59 | 233.47 | -4.23% | 新加入 |
| TWTR | 43.25 | 45.68 | -5.32% | |
| ROKU | 149.76 | 170.97 | -12.41% | |
| LULU | 196.41 | 204.44 | -3.93% | |
| COST | 290.69 | 307.34 | -5.42% | |
| MCD | 210.20 | 221.93 | -5.29% | |
| SBUX | 90.98 | 99.72 | -8.76% | |
| AWK | 121.25 | 129.89 | -6.65% | |
| AMT | 212.70 | 242.00 | -12.11% | |
| NEE | 220.06 | 225.96 | -2.61% |
2019年9月11日 星期三
SAAS 股災的提示
| 10/9/2019 | 52-high | Away from 52w-high | ||
| ZTS | 123.03 | 129.48 | -4.98% | |
| V | 176.35 | 186.71 | -5.55% | |
| SHOP | 337.24 | 409.61 | -17.67% | |
| MSFT | 136.08 | 141.68 | -3.95% | |
| TWTR | 43.25 | 45.68 | -5.32% | |
| AYX | 115.95 | 147.24 | -21.25% | removed from watchlist |
| ROKU | 144.14 | 170.97 | -15.69% | |
| OKTA | 107.22 | 141.85 | -24.41% | removed from watchlist |
| TWLO | 110.01 | 151.00 | -27.15% | removed from watchlist |
| TTD | 210.06 | 289.51 | -27.44% | removed from watchlist |
| MDB | 129.02 | 184.78 | -30.18% | removed from watchlist |
| MELI | 549.17 | 698.98 | -21.43% | removed from watchlist |
| ZS | 61.60 | 89.45 | -31.13% | after market: $49.1 !!!!! |
| LULU | 193.26 | 204.44 | -5.47% | 新加入 |
| COST | 297.00 | 307.34 | -3.36% | 新加入 |
| MCD | 209.68 | 221.93 | -5.52% | |
| SBUX | 90.35 | 99.72 | -9.40% | |
| AWK | 120.83 | 129.89 | -6.98% | |
| AMT | 216.21 | 242.00 | -10.66% | |
| NEE | 218.12 | 225.96 | -3.47% | |
| 1177 | 10.70 | 12.24 | -12.58% | |
| 1093 | 15.28 | 16.66 | -8.28% | |
| 291 | 42.40 | 45.20 | -6.19% | |
| 6098 | 22.15 | 24.60 | -9.96% | |
| 2382 | 115.80 | 120.40 | -3.82% | 新加入 |
SAAS 股災咁款就唔使多講，好彩自己主力是ZTS、V、MSFT，再搭TWTR、SHOP (AYX、SBUX已於早前止蝕沽出)，否則一個月內回報跌10%-20%是絕不出奇。
今個月回報暫時是比上個月頂位跌 4%，還是在三數天內發生！現在是一個又急又有殺傷力的調整。又有幾多人有銀行股天然氣股呢？
玩美股守紀律的重要性比香港更甚 - 例如自己的AYX，若不是見許多熱門股已先後大幅倒下，起了戒心而心血來潮沽出，那一棍15%的大陰燭是決計避不了的。
這裏要提提ZS，今天業績公布後，after market比收市進一步下跌20%!!! 由高位計，三數個星期就給你打個四五折！咁睇要收復失地是十分艱難。
所以，組合除了分散，當中公司要有實質盈利也很重要。一隻股票跌了兩三成，係今時今日，要追回是很辛苦的，所以Saul 與美股軍師的十上十落打法，是絕不容易駕馭。
都係曹sir最好：止蝕不止賺！有懷疑就揸現金！
Zoetis 重磅新聞 - 將推出醫冶狗隻心線蟲新藥
The largest animal-health company, received an upgrade on Monday ahead of the expected regulatory approval of Simparica Trio, an oral canine drug that is expected to generate big sales.
Goldman Sachs initiated coverage of the animal-health industry on Monday, rating Zoetis (ticker: ZTS) a Buy. It cited the expected introduction of Simparica Trio, which is under regulatory review in the U.S., Canada, Brazil, Australia and Japan, as a reason for the rating.
The drug, which is chewable, will be used to prevent heartworm disease, treat and control ticks and internal parasites. One of its advantages will be convenience, as it will allow pet owners to combine several drugs into one.
Goldman Sachs initiated coverage of the animal-health industry on Monday, rating Zoetis (ticker: ZTS) a Buy. It cited the expected introduction of Simparica Trio, which is under regulatory review in the U.S., Canada, Brazil, Australia and Japan, as a reason for the rating.
The drug, which is chewable, will be used to prevent heartworm disease, treat and control ticks and internal parasites. One of its advantages will be convenience, as it will allow pet owners to combine several drugs into one.
“Our upside case for Simparica Trio sees potential for $1.36 [billion] of revenue in 2022 and $1.14 of incremental EPS (net of cannibalization),” the Goldman note said.
https://www.barrons.com/articles/zoetis-stock-canine-drug-simparica-trio-animal-health-51568035966
https://www.barrons.com/articles/zoetis-stock-canine-drug-simparica-trio-animal-health-51568035966
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