2017年1月11日 星期三

一笑置之

所以說從來不必迷信權威,像這種樓市爆煲仲要實牙實齒一年至一年半爆仲要衰足30年的言論,除了吸睛實在想不出還有什麼其他功用,出自一個所謂前銀行大班的獨立經濟評論員之口更是得啖笑。

雖說不必因“行”廢言,但以該行在花旗國subprime一鑊熟往績以及近年服務屢受詬病,也實在令人搖頭三嘆。

當然總有永恆悲觀者會拍爛手掌,奉廢噏為忠言逆耳。沒辦法,夏蟲不可語冰,就好像中國爆煲論唱足三十年而未爆但永遠不乏捧場客。

正確態度是,如果樓市真係跌一半,你會不會買。永遠不敢追,跌則低處未算低,船頭驚鬼船尾驚賊,那就永遠別上車。

03沙士話唔知會唔會死所以唔買樓,05美國加息等跌回沙士價,07港股直通車炒下股票先,08全球金融海嘯沙士價有望,跟住QE 1 2 3......跟住辣招 1 2 3......跟住就2017。繼續等,樓市一年至一年半爆煲,地獄之門已打開,仲要衰足30年,咁成世拒絕做樓奴嘍。一D問題都無,只是,不要complain無地方扑嘢。

2017年1月9日 星期一

儘管吉利汽車(0175.HK)股價去年最多時more than doubled,繼續看好吉利的邏輯建基於國產汽車品牌的整體飛躍,而吉利將成為汽車業的華為。

三年前我對華為不屑一顧,現在我已經用了6P和P9,並且應該很快會投入Mate 9 Pro的懷抱。

這就是投資華吉利的核心邏輯,如果成功則現價在兩三年後再double也不足為奇。


#堅決重倉
定持有
#中國製造
#揚長避短
#畫面太美

2016年12月20日 星期二

真金白銀

陰乾式每天跌你多一些有時候真是跌得讓人心灰意冷,甚至開始懷疑人生。這種時候一定要提醒自己,股票是一家公司的擁有權,而公司的業務始終有其價值。投資之所以難,在於過程中的心理折磨,但是食得鹹魚就要抵得渴,柳暗花明的曲折已經歷無數次,這次自然也不會例外。

趁市弱收集的話,不妨留意一些有大股東近期連續增持的公司,自己比較感興趣或已經持有的包括吉利汽車、信義玻璃、恆安國際、融創中國。

#大股東增持
#播種有時收穫有時
#驚就唔好買買就唔好驚

2016年11月17日 星期四

Sowing Season

在春寒料峭播種,等秋高气爽收穫!

# 騰訊
# 吉利汽車
# 中芯
# 信利
# 中海物業


2016年11月4日 星期五

去他媽的中國籃協

籃協蠻橫無理,今時今日邊有得規定所有嘅球員要著一只牌子嘅波鞋呢。波衫波褲仲可以接受,波鞋呢樣嘢好個人架嘛。

你著對唔啱自己嘅波鞋,整親只腳點算先,呢個係關乎一個運動員的職業生涯。

中國籃協班友仔無腦。

其實講中國籃協班友仔無腦都唔啱,佢哋好有腦,商業頭腦咯,搵錢嘛。

講句粗口,去他媽的中國籃協!

https://www.youtube.com/watch?v=vZUbSvhPKM8

2016年10月28日 星期五

Kawhi

Taking age, skills, work ethic, leadership, health issues, projected durability, ability to play both ends of the floor, all of that into consideration. If I were to start a franchise with one player, it would be Kawhi Leonard.

Not the King, not Curry, not Durant, not James Harden, not AD, not Clay whom Charles Barkley said is the second best player in the league, and certainly not Westbrook whose pettiness is second to none.

Scottie Pippen used to be my favourite player of all time, Kawhi is threatening to take his place now.

GO SPURS GO!

2016年10月12日 星期三

10 Burning Questions

1. Who will average more assists, James Harden or Russell Westbrook?

2. Who is a better point guard at this stage of their careers, Jeremy Lin or Derrick Rose?

3. Which team will disappoint more, New York Knicks or Chicago Bulls?

4. Which second-year player will break out, Carl-Anthony Towns, Pozingis, D'Angelo Russell, Devin Booker or Justice Winslow?

5. Which new coaches will have most success, Tom Thibodeau, Mike D'Antoni or Luk Walton?

6. Will Spurs be the Spurs without Tim Duncan?

7. Will Lin replicate some sort of Linsanity in New York?

8. Is Dwight Howard done as an elite NBA player?

9. Who will take the MVP trophy, Westbrook (if he averages a triple double), Kwahi Leonard (best player on the best team) or James Harden (if he leads the league in both points and assists)?

10. Are we too high on Timberwolves or are CAT, Wiggins and Zach LaVine really ready to break out?

2016年10月4日 星期二

10 Bold Predictions

Bold implies unconventional, controversial, contrarian, so here's my 10 bold predictions for 2016-17 season.
  1. Klay (NOT KD, not Steph) will lead Warriors in scoring, just because he "ain't sacrificing shit."
  2. D. Wade will make most 3 pointers of his career.
  3. Houston will lead the league in scoring and Harden will lead the league in assists. D'Antoni says Harden will be Rockets' point guard and the Beard will be busy setting up his shooters such as Ryan Anderson and Eric Gordon and his roll man such as Clint Capella.
  4. BrookLIN Nets will win more than 30 games. Don't tell me race isn't a factor here. Lin is under-apprecited on many facets of his game. 
  5. Lin wins MIP award because of the statistical jump.
  6. Warriors won't have four all stars. Sorry, Draymond. (Not sure if this one if bold) 
  7. James Harden takes MVP trophy.
  8. ARE YOU READY? Here comes the boldest prediction of them all. Warriors won't reach NBA finals. That's right, because Klay ain't sacrificing shit, because Draymond's role will be reduced thus becoming less effective and causing chemistry issues, because they don't realize how much they're going to miss Andrew Bogut. 
  9. Spurs and Clippers will battle for Western supremacy. Chris Paul's first trip to conference finals.
  10. Spurs beat Cavs to win their sixth title.
I feel like James Harden will make me a laughing stock by season's end, but I can't help it. LET'S GO ROCKETS. LET'S GO SPURS.

你巧勁啊

問題並不在於原意、初心是不是好,也不在於某一具體條款對行業內不同公司的影響,而是對於A4治國的擔憂甚或恐懼。 不能自己是個錘子,看到什麼都是釘子。經濟都什麼樣了,還要監管這個規範那個。更要命的是,整頓監管思路太直接太幼稚。哦,把房價弄下來,把教培打掉,然後也不讓玩遊戲,那麼大家都...