Its recent performance is just like Amazon in the past.
Can’t tell what’s its fair value. It is the main leader of the EV market.
If you trust Elon Musk, and ARK’s view on the company,
it is the stock that you can’t miss in your profolio.
2020年1月30日 星期四
Microsoft (MSFT) Q2
Solid result, stable investment.
Every sector of this business shows steady growth.
1 year target $220.
Every sector of this business shows steady growth.
1 year target $220.
2020年1月29日 星期三
Apple (AAPL) Q1
It's surprising that its EPS reaches $4.99 this quarter! Awesome!
Although the current situation in China clouds me a bit... I still guess the following quarters of AAPL will still be quite solid.
Just hold it, and see if it can break through $450.
Although the current situation in China clouds me a bit... I still guess the following quarters of AAPL will still be quite solid.
Just hold it, and see if it can break through $450.
2020年1月8日 星期三
Three strong cards that you should pick recently
Tesla (TSLA) - very strong forcast; we have to pay attention to the new factory located in China. It can be a bear point sometimes. (entry point - last break out price ~$380)
ONVO - 3D print company for human tissues and organs. It is a very small company and it dropped a lot in the last two years. Its trend seems reversing now. (entry point - ~$0.39)
GBTC - mush stronger than Gold. If 2020 is not a stable year, you should know crazy bitcoin. (entry point - ~$8.0)
ONVO - 3D print company for human tissues and organs. It is a very small company and it dropped a lot in the last two years. Its trend seems reversing now. (entry point - ~$0.39)
GBTC - mush stronger than Gold. If 2020 is not a stable year, you should know crazy bitcoin. (entry point - ~$8.0)
2019年12月29日 星期日
2019 投資回顧
黎年投資其實幾難，尤其九月至十一月SAAS大跌，自己都有少少中招。幾回換馬惡戰，幸好十二月取得今年四成嘅利潤，達到年回報+26%。
年內最大貢獻的是ZTS、V，最嘔血的是上半年的企鵝牛不斷輸錢。港股要不是有贼爸爸上市，就無甚麼吸引力。
年內最大貢獻的是ZTS、V，最嘔血的是上半年的企鵝牛不斷輸錢。港股要不是有贼爸爸上市，就無甚麼吸引力。
十二月十分精彩，美國大股強勢，自己月頭從ZTS 拆出多份資金，換入Amzn、半導體、生科等股票，又於$190左右買入巴巴價內call，追回不少回報。
展望2020年，AAPL 強勢持續，AMZN也該發力，巴巴要向$300進發。
持倉：
Main core:
ZTS V AAPL AMZN ILMN GOOG
Others:
TTD EXAS ROKU XLNX CRSP EDIT
RUBY TWOU
BABA 價內call
Watchlist:
COST ISRG
Watchlist:
COST ISRG
2019年11月21日 星期四
BABA and Tencent will lead HK market a sustainable rally
BABA: forward PE is just around 22-24, and its recent EPS growth is around 40%.
Tencent: forward PE is just around 30. How about if its price rises to 35PE? It will be around $400.
If Tencent worth 35PE, how about BABA? 35PE? 45PE?
I guess the performance of HK market will be relatively strong in this quarter because of these two giant companies.
Tencent: forward PE is just around 30. How about if its price rises to 35PE? It will be around $400.
If Tencent worth 35PE, how about BABA? 35PE? 45PE?
I guess the performance of HK market will be relatively strong in this quarter because of these two giant companies.
2019年11月8日 星期五
Zoetis (ZTS) quarterly result
The result is stronger than expectation. Q3 EPS is $0.94. Personally its fair value is $133-$140.
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