l*t
2 楼
bac三年后30。。。。。今年应该至少能见20。。。
p*r
3 楼
想做长线 四大银行都可以。
只是 BAC 和 C 股价会增长更多 因为它俩一个trade near tangible book value,
一个 trade below tangible book value. 它俩的股息都是 1 cent/share,
但是今年就会提高。
In March, when US regulator approves them raise dividend or do more shares
buy back, their share price will go up more. I have no doubt their request
will be approved because last year their capital reserves are higher than
WFC and JPM last year.
至于 risk， 我想 big market will have some serious correction, may be
next year. The trigger of the big correction will be more like
in social network or cloud computering or economic problem in China.
If you look back the historical data, year 2000 dot com bubble bust, and
year 1997 Asian finance crisis, at that time US market went down quite a lot
, but both events didn't affect bank stocks much.
I have both C and BAC, will keep holding my positions at least this year.
However, my biggest position now is in PWE simply because it has much big
upside(it's traded at only 50% of book value) and it is
in the process of consolidating its assets(selling some assets). Take a look
at it to see if it meet you long terms goal.
只是 BAC 和 C 股价会增长更多 因为它俩一个trade near tangible book value,
一个 trade below tangible book value. 它俩的股息都是 1 cent/share,
但是今年就会提高。
In March, when US regulator approves them raise dividend or do more shares
buy back, their share price will go up more. I have no doubt their request
will be approved because last year their capital reserves are higher than
WFC and JPM last year.
至于 risk， 我想 big market will have some serious correction, may be
next year. The trigger of the big correction will be more like
in social network or cloud computering or economic problem in China.
If you look back the historical data, year 2000 dot com bubble bust, and
year 1997 Asian finance crisis, at that time US market went down quite a lot
, but both events didn't affect bank stocks much.
I have both C and BAC, will keep holding my positions at least this year.
However, my biggest position now is in PWE simply because it has much big
upside(it's traded at only 50% of book value) and it is
in the process of consolidating its assets(selling some assets). Take a look
at it to see if it meet you long terms goal.
L*m
4 楼
PWE ? Penn West Petroleum Ltd (USA)?
【在 p*********r 的大作中提到】
: 想做长线 四大银行都可以。
: 只是 BAC 和 C 股价会增长更多 因为它俩一个trade near tangible book value,
: 一个 trade below tangible book value. 它俩的股息都是 1 cent/share,
: 但是今年就会提高。
: In March, when US regulator approves them raise dividend or do more shares
: buy back, their share price will go up more. I have no doubt their request
: will be approved because last year their capital reserves are higher than
: WFC and JPM last year.
: 至于 risk， 我想 big market will have some serious correction, may be
: next year. The trigger of the big correction will be more like
【在 p*********r 的大作中提到】
: 想做长线 四大银行都可以。
: 只是 BAC 和 C 股价会增长更多 因为它俩一个trade near tangible book value,
: 一个 trade below tangible book value. 它俩的股息都是 1 cent/share,
: 但是今年就会提高。
: In March, when US regulator approves them raise dividend or do more shares
: buy back, their share price will go up more. I have no doubt their request
: will be approved because last year their capital reserves are higher than
: WFC and JPM last year.
: 至于 risk， 我想 big market will have some serious correction, may be
: next year. The trigger of the big correction will be more like
p*t
5 楼
niu ren. follow!
【在 p*********r 的大作中提到】
: 想做长线 四大银行都可以。
: 只是 BAC 和 C 股价会增长更多 因为它俩一个trade near tangible book value,
: 一个 trade below tangible book value. 它俩的股息都是 1 cent/share,
: 但是今年就会提高。
: In March, when US regulator approves them raise dividend or do more shares
: buy back, their share price will go up more. I have no doubt their request
: will be approved because last year their capital reserves are higher than
: WFC and JPM last year.
: 至于 risk， 我想 big market will have some serious correction, may be
: next year. The trigger of the big correction will be more like
【在 p*********r 的大作中提到】
: 想做长线 四大银行都可以。
: 只是 BAC 和 C 股价会增长更多 因为它俩一个trade near tangible book value,
: 一个 trade below tangible book value. 它俩的股息都是 1 cent/share,
: 但是今年就会提高。
: In March, when US regulator approves them raise dividend or do more shares
: buy back, their share price will go up more. I have no doubt their request
: will be approved because last year their capital reserves are higher than
: WFC and JPM last year.
: 至于 risk， 我想 big market will have some serious correction, may be
: next year. The trigger of the big correction will be more like
c*s
6 楼
厉害
【在 p*********r 的大作中提到】
: 想做长线 四大银行都可以。
: 只是 BAC 和 C 股价会增长更多 因为它俩一个trade near tangible book value,
: 一个 trade below tangible book value. 它俩的股息都是 1 cent/share,
: 但是今年就会提高。
: In March, when US regulator approves them raise dividend or do more shares
: buy back, their share price will go up more. I have no doubt their request
: will be approved because last year their capital reserves are higher than
: WFC and JPM last year.
: 至于 risk， 我想 big market will have some serious correction, may be
: next year. The trigger of the big correction will be more like
【在 p*********r 的大作中提到】
: 想做长线 四大银行都可以。
: 只是 BAC 和 C 股价会增长更多 因为它俩一个trade near tangible book value,
: 一个 trade below tangible book value. 它俩的股息都是 1 cent/share,
: 但是今年就会提高。
: In March, when US regulator approves them raise dividend or do more shares
: buy back, their share price will go up more. I have no doubt their request
: will be approved because last year their capital reserves are higher than
: WFC and JPM last year.
: 至于 risk， 我想 big market will have some serious correction, may be
: next year. The trigger of the big correction will be more like
w*p
7 楼
c 更好 ，窃以为
L*m
8 楼
wrong. my big loss this year.
【在 w*********p 的大作中提到】
: c 更好 ，窃以为
【在 w*********p 的大作中提到】
: c 更好 ，窃以为
r*t
9 楼
呵呵，最大的风险是巴菲特在你前面跑路了
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