投坛2023年选股短评

J
JS_Greenwich
楼主 (文学城)

Today I have time to go over the 55 stocks that were selected by 68 people; based on this year’s earn projection, the mostly like winner should be

ANET – A silicon valley networking stock, the recommender might work for this company

ASML – Maker of semiconductor manufacturing equipment, a Biden semi policy winner

CMG  - Owns and operates Mexican restaurants; we all eat there from time to time

COST – Everyone shops there, a good store

FCFS – Pawn store owner, but not sure why earning is accelerating this year though

MSFT – has accelerated earning this year; an old faithful

TSLA – has accelerated earning this year, but lots of competition though

Note:

Chinese concept stocks are uninvestable, they have no credible earning projection, and they have been excluded here Projecting future earnings is hard, some of other stocks could have revised earnings late to catch up. But at this time these are the most promised stocks now. Investing in stock is risky; you could lose all of your money.  The above comments are not recommendations.  You should make your own decision about your investment.
越王剑
赞点评

今年的选股比去年要平衡的多。预计整体表现将优于去年。

w
wu7788
特佩服眼光独到擅长选股的.我没狗屎运,从没选对过,一再花钱买教训.还是听老巴的,老老实实买指数
J
JS_Greenwich
控制风险的话可以每一只买10股,看看是不是能够跑赢大盘.

眼光独到,擅长选股是非常少数,要花上很长的时间去学习, 发现, 和实践. 投资指数是一个非常好的选择. 控制风险的话可以每一只买10股,看看是不是能够跑赢大盘.

k
kungfutea
不能用个人喜好选股,虽然CMG是我选的,但不代表我经常吃,我只是认为基本面好,适合长期持有
r
rapidestate
我只买TQQQ,SQQQ。但是不符合选股条件。
w
wu7788
SQQQ也不敢碰.历史年份看好像涨多跌少.sqqq进错了,下一轮市大跌解套得等好多年.这想法不知道对不对
w
wu7788
tqqq万一买在高位,大不了等几年,只要股市按以往历史走,迟早回来.好像比sqqq更放心一些
a
andy99
不行,带杠杆的有时间value的损失,对比一下qqq和tqqq图
w
wu7788
时间value的损失: 这我不理解.value损失是qqq的三倍,涨也是三倍.What did I miss?
w
wu7788
这是qqq对比tqqq的图.怎么看时间value损失?谢谢!

米奇的厨房
TQQQ里面有option的吧?会不会归零?
w
wu7788
明白了.option会随时间过期. 但是问题是 >

客户买的不是一个个option合同, 是连续不断的option 合同的 pool 的分额.

理论上, 整个tqqq pool, 和其中大大小小的分额, 不会归零.

理解对吗?

h
hhtt
破唱片再放一遍?什么提扣扣扣还是爱死扣扣扣,都是赌博!
米奇的厨房
小赌怡情啊,糊涂兄,大过年的,小赌一下多好玩啊
米奇的厨房
不懂啊,太高深了,等砖家们来回答
I
IEbird
谢分享pf参与选股的网友。2022spx负17%, tt集体智慧平均负36%。预祝今年好成绩。

w
wu7788
心理过程是这样的:当下单qqq时,是看好股市.这是一.再一想,既然看好股市,何不三倍呢?于是就 tqqq了 哈哈
米奇的厨房
看来TT集体智慧很厉害!LOL
I
IEbird
至少敢于选不当缩头乌龟。所以留下tt有意义的数据。
s
samma1
凡是有time decay的都是坑,有违投资的理念。