07/19/2011 白天灌水

水明善

今天出得早了点，没想到后面这样牛。

greenback

牛牛V5!

colderdown

回复 littlevivi 的帖子

好大的一头猪，能不笑吗？空？空个鸟啊？昨天很熊嘛？我没觉得。

水明善

现在空，那真是和趋势作对了。

水明善

昨天低位买WFC的， 是高手。

水明善

昨天低位买BAC的，是长线。

abracadabra

littlevivi 发表于 2011-7-19 14:55
同样的话中国也适用

开发商(房地产商）和建筑商是两回事，至少中国国内是这样。在国内，房地产公司人员比较精炼，主要精力在于和政府相关部门及银行搞关系。

水明善

还是要培养想象力，对牛的想象了低了，而对熊的估计又往往偏高。要fine-tuning

jeff110

这次会不会再来个3白兵？　

老黄

confidence in the rally picking up

Cobra

http://bbs.cobrasmarketview.com/ ... &p=17752#p17752

水明善

jeff110 发表于 2011-7-19 15:20
这次会不会再来个3白兵？　

那最好了，WFC32, JPM45, GOOG700， AAPL420如何：-）

jeff110

jeff110 发表于 2011-7-19 15:20
这次会不会再来个3白兵？　

再来个3白兵我可要卖卖光了，卖光了等九月．　

Cobra

http://bbs.cobrasmarketview.com/ ... &p=17754#p17754

水明善

Paul Miller - FBR Capital Markets & Co.

There's been a lot of stuff -- earnings out as far as I'm all over the place. But did you address the loan demand? And also especially like, I think you had a big drive this year to drive small business loans. And I wonder, can you give us an update on that?

Timothy Sloan

Yes. We did address loan demand. Our loans were up sequentially from the first to the second quarter by $766 million. The core loan portfolio grew $5.8 billion from the first quarter. The loan growth was strongest in our commercial portfolio at $7.5 billion, which is up about 2% from the quarter.
----quoted from the transcript of WFC Q2 earning release conference

ysc

Jinan90 发表于 2011-7-19 14:00
原先有1000 CALL， 上午（亏本） 卖了。不过还是卖在高位了。

1000 contracts     or 10 contracts?

水明善

贷款增长，那是最要紧的。

spy2011

偶手上的一些小股也在疯涨, 下午开始的,  现在不仅仅是大股了.

superxy

靠，错过了SOXL。。。。

greenback

Finally, we have a down leg, put on hedge until the close of day to see how things turn out ...