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CNBC又在忽悠

CNBC又在忽悠# Stock

g82012-01-23 08:01

1 楼

Stocks Are Cheaper Than They've Been in Two Decades
U.S. stocks are trading at their cheapest levels since at least 1990,
several commonly used formulas show.
。。。

i*e2012-01-23 08:01

2 楼

真他妈的骗人！
PE高不高要看forward looking earning而不是historical earning！
就算高的earning也不一定能justify高价！Risk premium高的话，股价还不是硬不起来！
现在市场的主题是：Risk，Risk，Risk！而不是historical earnings，earnings，
earnings！
God damn花街！

v*e2012-01-23 08:01

3 楼

stocks are indeed cheap, even on a forward PE basis. I don't think they are
prcincipally wrong.

来！

【在 i*******e 的大作中提到】

: 真他妈的骗人！
: PE高不高要看forward looking earning而不是historical earning！
: 就算高的earning也不一定能justify高价！Risk premium高的话，股价还不是硬不起来！
: 现在市场的主题是：Risk，Risk，Risk！而不是historical earnings，earnings，
: earnings！
: God damn花街！

c*o2012-01-23 08:01

4 楼

the problem of the value arguement is that things could alwyas
be even cheaper.

are

【在 v****e 的大作中提到】

: stocks are indeed cheap, even on a forward PE basis. I don't think they are
: prcincipally wrong.
:
: 来！

k*n2012-01-23 08:01

5 楼

hehe.. what a messy to wu you money money from retailer

k*n2012-01-23 08:01

6 楼

cheaper from CNBC,
too expensive also from CNBC

B*n2012-01-23 08:01

7 楼

CNBC is a good contrarian indicator.
AS ALWAYS.

v*e2012-01-23 08:01

8 楼

you look at a long term range and decide where in that band valuation is.
right now, it is definitely in the deep lower half.

【在 c*******o 的大作中提到】

: the problem of the value arguement is that things could alwyas
: be even cheaper.
:
: are

v*e2012-01-23 08:01

9 楼

depends on sectors, too. for example, it's hard to argue finance is cheap,
because their business model got destroyed.

【在 k********n 的大作中提到】

: cheaper from CNBC,
: too expensive also from CNBC

i*e2012-01-23 08:01

10 楼

希望大家坐下来好好读一读各大公司的年报以及他们的CEO的致辞中对新一年的展望。
大部分都相当的保守甚至消极。（请听听Siemans的，especially）。这是corporates
所说的。
再看看他们所做的：BOA plan to cut 3 Billion cost！再请想一想有多少blue chips
自从2008后倒下了或接近倒下了？Boarders，Kodak，JC penny，Sears，RIM，Saab。
这个名单还会越来越长。全球消费者和政府的deleveraging能带来的只有contraction
和公司的破产。就算QE3来了又能怎么样，只要一停止印钱还不是又开始暴跌！
Greenspan年代的10年虚假繁荣的欠账08,09年两年就还完了吗？任何危机就像球赛一样
，既有上半场，也有下半场。中期展望绝对的bearish。

are

【在 v****e 的大作中提到】

: stocks are indeed cheap, even on a forward PE basis. I don't think they are
: prcincipally wrong.
:
: 来！