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.

2016年9月30日 星期五

Dream It Possible

Never quit!

信报信析 -- 10月必升 濠賭股買定離手

根據本報投資分析部統計,在過去30年(1986年至2015年)間,恒生指數於10月份首5個交易日多數錄得升幅(23次升,7次跌),上升比例達76.7%;平均漲1.6%,中位升幅為2.1%。更有趣的是,自2008年金融海嘯以來(即2009年至2015年間),10月份首5個和20個交易日的上升比例均達100%(即過去7年均錄得升幅),平均幅度分別為2.5%和5.4%,足見10月份(以至第四季)投資港股的勝算相對較高。那麼哪個板塊最值博呢?這點或可從內地旅客的消費習慣找出端倪。
澳門統計暨普查局資料顯示,過去兩年(2014年及2015年)10月份的入境旅客人次均較9月份增長約一成,客源主要來自內地,佔約七成。同時,內地旅客人次亦增長約一成五,可見內地人很喜歡趁10月「十一黃金周」長假到澳門旅遊。中國今年有一連7天的假期,澳門新落成的賭場及酒店料可吸引內地客到訪,為當地帶來巨大人流。
當然,若不想過大海搏殺,或可以留港「賭兩手」,買入金沙中國(01928)或是一個不錯的選擇,事關該股自2009年上市迄今,其股價逢10月份必升,除了2012年只有0.69%升幅較為遜色外,其餘5年10月份的升幅介乎14.91%至28.22%,回報相當不俗。
其他澳門賭股又如何?統計首5大市值濠賭股的歷史走勢【圖】,可發現這些股份的表現與金沙中國不相伯仲。鑑於濠賭股剛經歷近兩年的博彩收益下跌期,今年中出現谷底回穩跡象,所以在9月尾買入,10月底放出,或許是一個勝算頗高的投機方法。

電光火石中 冰炭兩相忘

丈夫志四海,我願不知老。
親戚共一處,子孫還相保。
弦肆朝日,樽中酒不燥。
緩帶儘歡娛,起晚眠常早。
孰若當世士,冰炭滿懷抱。
百年歸丘壟,用此空名道!

蝸牛角上爭何事?石火光中寄此身。
隨貧隨富且歡樂,不開口笑是癡人。

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...