M*i
2 楼
牛市+牛股自然是sell puts。我一个哥们就是靠sell puts发了财的,住豪宅开豪车,
很风光。去年见外婆了。
很风光。去年见外婆了。
A*o
3 楼
收益封顶
有啥意思
有啥意思
B*r
5 楼
VXX的长期趋势最有说服力,买期权还是卖期权,到底谁赚钱。
就象买卖彩票,程度不同罢了。
就象买卖彩票,程度不同罢了。
o*l
9 楼
赞,
希望我明天到期的option,也能100%
希望我明天到期的option,也能100%
c*y
18 楼
不hedge的话碰上08年一天大跌直接外婆
b*m
20 楼
口水
w*6
23 楼
As I said, TTS will hit 18.xx 1 week prior to X'mas time.
Good to see you guys are counting money with smile
Good to see you guys are counting money with smile
r*e
26 楼
现在option的time value普遍贼高,也许真的应该考虑一下这个
S*i
27 楼
He he.
A lot of the times, when puts get more expensive, it meant something bad
which our individual investor could never know in advance might have already
happened. I guess your friend might have instead thought it as a good
opportunity to collect more insurance premium. :)
%
【在 M********i 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: I guess it never crossed his mind that the stock would plunge more than 20%
: so he did have sound sleep before it happened.
A lot of the times, when puts get more expensive, it meant something bad
which our individual investor could never know in advance might have already
happened. I guess your friend might have instead thought it as a good
opportunity to collect more insurance premium. :)
%
【在 M********i 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: I guess it never crossed his mind that the stock would plunge more than 20%
: so he did have sound sleep before it happened.
M*i
28 楼
it's not like that. he had been doing the same stocks for 2 years and made a
fortune. he thought he knew them all. he lost because he bet on ER.
already
【在 S*******i 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: He he.
: A lot of the times, when puts get more expensive, it meant something bad
: which our individual investor could never know in advance might have already
: happened. I guess your friend might have instead thought it as a good
: opportunity to collect more insurance premium. :)
:
: %
fortune. he thought he knew them all. he lost because he bet on ER.
already
【在 S*******i 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: He he.
: A lot of the times, when puts get more expensive, it meant something bad
: which our individual investor could never know in advance might have already
: happened. I guess your friend might have instead thought it as a good
: opportunity to collect more insurance premium. :)
:
: %
p*r
30 楼
Short those upside limited stocks, such as AMZN and FB(as of today's price),
and sell put to collect time money if they don't go down.
Those stocks are strong, supported by fund managers, but upside is limited
due to high valuation.
and sell put to collect time money if they don't go down.
Those stocks are strong, supported by fund managers, but upside is limited
due to high valuation.
w*6
35 楼
because he "bet" on ER, when bet turns to gamble,it's the edge of cliff.
Easy money easy come easy go...
Easy money easy come easy go...
S*i
36 楼
To be frank, I don't think this would work out safely.
AMZN was deemed to be expensive when it was at $100, now it is $400. Not to
mention those crazy bull stocks such as PCLN, CMG, which from traditional
valuation stand point has been way over-valued but kept going up.
Who could foresee that FB rallies from $20 to over $50 in such a short
period of time?
),
【在 p*********r 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: Short those upside limited stocks, such as AMZN and FB(as of today's price),
: and sell put to collect time money if they don't go down.
: Those stocks are strong, supported by fund managers, but upside is limited
: due to high valuation.
AMZN was deemed to be expensive when it was at $100, now it is $400. Not to
mention those crazy bull stocks such as PCLN, CMG, which from traditional
valuation stand point has been way over-valued but kept going up.
Who could foresee that FB rallies from $20 to over $50 in such a short
period of time?
),
【在 p*********r 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: Short those upside limited stocks, such as AMZN and FB(as of today's price),
: and sell put to collect time money if they don't go down.
: Those stocks are strong, supported by fund managers, but upside is limited
: due to high valuation.
p*r
37 楼
to
Stock price itself does not mean anything.
The important is the overall market cap.
Amzn is over $180B, FB is over $130B. PCLN is only $60B.
【在 S*******i 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: To be frank, I don't think this would work out safely.
: AMZN was deemed to be expensive when it was at $100, now it is $400. Not to
: mention those crazy bull stocks such as PCLN, CMG, which from traditional
: valuation stand point has been way over-valued but kept going up.
: Who could foresee that FB rallies from $20 to over $50 in such a short
: period of time?
:
: ),
o*n
38 楼
看来还是医药公司的市值大。
下面是各医药公司在 Sep 21, 2013 的市值 (现在更高了!)
JNJ 252B
RHHBY 224B
PFE 191B
NVS 187B
MRK 140B
GSK 122B
GILD 97B
BMY 77B
LLY 58B
ABT 54B
看看这些公司的market cap就不觉得AMZN, FB , PCLN 贵了
【在 p*********r 的大作中提到】![](/moin_static193/solenoid/img/up.png)
:
: to
: Stock price itself does not mean anything.
: The important is the overall market cap.
: Amzn is over $180B, FB is over $130B. PCLN is only $60B.
下面是各医药公司在 Sep 21, 2013 的市值 (现在更高了!)
JNJ 252B
RHHBY 224B
PFE 191B
NVS 187B
MRK 140B
GSK 122B
GILD 97B
BMY 77B
LLY 58B
ABT 54B
看看这些公司的market cap就不觉得AMZN, FB , PCLN 贵了
【在 p*********r 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
:
: to
: Stock price itself does not mean anything.
: The important is the overall market cap.
: Amzn is over $180B, FB is over $130B. PCLN is only $60B.
M*i
39 楼
fb 一点儿不贵 至少double
M*i
41 楼
怎样操作算是“保守很多很多”?
p*r
44 楼
These 医药公司 can make big income every quarter/year. Many of them
can make over $10B/year. Their profit is protected by patent
and government regulation(it is not easy to get new medicine/equipment
approval from government). They consistently have dividend and stock buy
back program.
Does AMZN and FB have dividend or buy back program ?
Actually, they have to issue more shares every year as employee stock
options ?
Take a look at Oracle yesterday earning report.
It made $2.6 net income(with $9.3B revenue) last quarter,
it has dividend and buy back program too. Its market cap
is only around $160B.
Can AMZN and FB make that amount of money in 3 years, or 5 years ?
Perhaps, not be able to make that amount of money even in 10 years.
【在 o********n 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: 看来还是医药公司的市值大。
: 下面是各医药公司在 Sep 21, 2013 的市值 (现在更高了!)
: JNJ 252B
: RHHBY 224B
: PFE 191B
: NVS 187B
: MRK 140B
: GSK 122B
: GILD 97B
: BMY 77B
can make over $10B/year. Their profit is protected by patent
and government regulation(it is not easy to get new medicine/equipment
approval from government). They consistently have dividend and stock buy
back program.
Does AMZN and FB have dividend or buy back program ?
Actually, they have to issue more shares every year as employee stock
options ?
Take a look at Oracle yesterday earning report.
It made $2.6 net income(with $9.3B revenue) last quarter,
it has dividend and buy back program too. Its market cap
is only around $160B.
Can AMZN and FB make that amount of money in 3 years, or 5 years ?
Perhaps, not be able to make that amount of money even in 10 years.
【在 o********n 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: 看来还是医药公司的市值大。
: 下面是各医药公司在 Sep 21, 2013 的市值 (现在更高了!)
: JNJ 252B
: RHHBY 224B
: PFE 191B
: NVS 187B
: MRK 140B
: GSK 122B
: GILD 97B
: BMY 77B
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