说说我的三个 Industrial holding - 未名空间MITBBS历史存档

说说我的三个 Industrial holding# Stock

m*i2011-01-08 08:01

1 楼

AVX, VSH and KEM.
I have already done the FA for these stocks on the board before. That was
the main reason I bought these stocks. They are cheap if you look at their
cash flow..
All these stocks had stable performance recently, actually, KEM and VSH hit
another 52 weeks high last week while AVX hit 52 weeks high two weeks ago.
Their business is cyclical.
Recent run up in raw material price will have some impact to their margin.
Otherwise, short term, I think the trend should continue. I will hold these
stock for a while.

L*n2011-01-08 08:01

2 楼

any magic number in terms of cash flow/xxx ratio?

j*h2011-01-08 08:01

3 楼

你这个很不厚道阿
有负大牛的声望啊
三个全是passive components, same industry, same sector, same business
阿且是long term holding, 要找人接盘了?

L*n2011-01-08 08:01

4 楼

that's not very nice to say things like that. Mincai showing something very
lacking on this board - practical FA. If you don't comprehend the idea, just
stay quiet.

【在 j*****h 的大作中提到】

: 你这个很不厚道阿
: 有负大牛的声望啊
: 三个全是passive components, same industry, same sector, same business
: 阿且是long term holding, 要找人接盘了?

a*g2011-01-08 08:01

5 楼

ding
现收藏再慢慢看

j*h2011-01-08 08:01

6 楼

不算公鸡把
给青蛙提个醒
我不太懂mincai的FA
你mark了贴子，这三个是中长投，那就等四个月，回头看吧
我不知他的帐户多大，同行投三个股，佩服
你也可以，不用尿文

very
just

【在 L****n 的大作中提到】

:
: that's not very nice to say things like that. Mincai showing something very
: lacking on this board - practical FA. If you don't comprehend the idea, just
: stay quiet.

L*n2011-01-08 08:01

7 楼

seems like you also have a problem with me writing in English. Computers are
abundant where i work, but mostly not modifiable. so i use whatever comes
convenient.
I mark the post because there is a method/strategy behind his trading and
appears to be effective. Don't mean i would go with the same picks, or
endorse the picks.

【在 j*****h 的大作中提到】

: 不算公鸡把
: 给青蛙提个醒
: 我不太懂mincai的FA
: 你mark了贴子，这三个是中长投，那就等四个月，回头看吧
: 我不知他的帐户多大，同行投三个股，佩服
: 你也可以，不用尿文
:
: very
: just

c*t2011-01-08 08:01

8 楼

Ding industry.
I was jumping into Industry holdings after the 2008 fiasco.
The industry will not breakdown so easily.
Look at them now.
Couple of picks I had before, AIMC, RBN
They are all doing great.
【在 minncai (minncai) 的大作中提到: 】
was
their
VSH hit
ago.
margin.
these

b*p2011-01-08 08:01

9 楼

多谢，最近我也在关注electronic components这个sector。不过我比较后知后觉一点
，而且对这个行业不熟悉，一个没买。我主要关注的是AVX和MXWL。不过，估计等我搞
清楚了，就该等到回调了，呵呵。

hit
these

【在 m*****i 的大作中提到】

: AVX, VSH and KEM.
: I have already done the FA for these stocks on the board before. That was
: the main reason I bought these stocks. They are cheap if you look at their
: cash flow..
: All these stocks had stable performance recently, actually, KEM and VSH hit
: another 52 weeks high last week while AVX hit 52 weeks high two weeks ago.
: Their business is cyclical.
: Recent run up in raw material price will have some impact to their margin.
: Otherwise, short term, I think the trend should continue. I will hold these
: stock for a while.

b*p2011-01-08 08:01

10 楼

不能这样看，省去了自己去找板块个股的时间也是好事啊，又不是要你都买。
而且，如果对行业细节不了解，但是知道这个板块总体走牛，挑不出winner，都买也不
会亏啊。

【在 j*****h 的大作中提到】

: 你这个很不厚道阿
: 有负大牛的声望啊
: 三个全是passive components, same industry, same sector, same business
: 阿且是long term holding, 要找人接盘了?

g*52011-01-08 08:01

11 楼

well said "但是知道这个板块总体走牛，挑不出winner，都买也不会亏啊。"

b*p2011-01-08 08:01

12 楼

Minncai你是做这个行业的吗，还是完全是炒股的经验积累？如果不是，敢情你能透露
一点发掘到这些股票的方法，那真是造福我和班上的童鞋啊。

hit
these

【在 m*****i 的大作中提到】

: AVX, VSH and KEM.
: I have already done the FA for these stocks on the board before. That was
: the main reason I bought these stocks. They are cheap if you look at their
: cash flow..
: All these stocks had stable performance recently, actually, KEM and VSH hit
: another 52 weeks high last week while AVX hit 52 weeks high two weeks ago.
: Their business is cyclical.
: Recent run up in raw material price will have some impact to their margin.
: Otherwise, short term, I think the trend should continue. I will hold these
: stock for a while.

m*i2011-01-08 08:01

13 楼

All of them are hitting 52 weeks high today. Lucky!

hit
these

【在 m*****i 的大作中提到】

: AVX, VSH and KEM.
: I have already done the FA for these stocks on the board before. That was
: the main reason I bought these stocks. They are cheap if you look at their
: cash flow..
: All these stocks had stable performance recently, actually, KEM and VSH hit
: another 52 weeks high last week while AVX hit 52 weeks high two weeks ago.
: Their business is cyclical.
: Recent run up in raw material price will have some impact to their margin.
: Otherwise, short term, I think the trend should continue. I will hold these
: stock for a while.

t*g2011-01-08 08:01

14 楼

呵呵，已经涨起来了。
不能进了。

a*y2011-01-08 08:01

15 楼

呵呵多谢明菜大牛我跟了点vsh
新年快乐

hit
these

【在 m*****i 的大作中提到】

: AVX, VSH and KEM.
: I have already done the FA for these stocks on the board before. That was
: the main reason I bought these stocks. They are cheap if you look at their
: cash flow..
: All these stocks had stable performance recently, actually, KEM and VSH hit
: another 52 weeks high last week while AVX hit 52 weeks high two weeks ago.
: Their business is cyclical.
: Recent run up in raw material price will have some impact to their margin.
: Otherwise, short term, I think the trend should continue. I will hold these
: stock for a while.