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[原创] 《青蛙抄个股》

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 楼主| 发表于 2013-3-26 10:21 AM | 显示全部楼层


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 楼主| 发表于 2013-3-26 10:23 AM | 显示全部楼层
本帖最后由 wsjboy 于 2013-3-26 11:24 AM 编辑


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 楼主| 发表于 2013-3-26 10:46 AM | 显示全部楼层


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 楼主| 发表于 2013-3-26 10:48 AM | 显示全部楼层
茜茜 发表于 2013-3-25 09:16 PM
WSJBOY,

Whenever you have time, can you put FB in your system to see if it's buy or sell.

SORRY,我有点迷信,不玩FB的。
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 楼主| 发表于 2013-3-26 12:34 PM | 显示全部楼层
本帖最后由 wsjboy 于 2013-3-26 01:52 PM 编辑


DVA - DaVita HealthCare Partners Inc
DVA heal DaVita, Inc., speclzd helth servcs, in vil6_set sp500_set
pe 21.59, peg 1.6, alpha 31.55 beta 0.43 a_vol 746, debt 2.27,
rating   Buy     hold   hold    [1012 -2]       0.80    3       0
========
DaVita HealthCare Partners Inc. provides kidney dialysis services for patients suffering from chronic kidney failure, or end stage renal disease (ESRD) in the United States. It primarily operates kidney dialysis centers; and provides acute inpatient dialysis and related lab services primarily in dialysis centers and contracted hospitals. The company offers outpatient, home-based, and hospital inpatient hemodialysis services; ESRD laboratory services; and operates or provides management and administrative services to outpatient dialysis centers that are minority owned by the company or wholly owned by third parties. In addition, the company offers DaVita Rx, a pharmacy that provides oral medications to patients with ESRD; infusion therapy services; disease management services; vascular access services; ESRD clinical research programs; and physician services, as well as manages and operates medical groups and physician networks in California, Nevada, Florida and New Mexico. As of December 31, 2012, it operated or provided administrative services through 1,954 outpatient dialysis centers in 44 states in the United States and the District of Columbia. The company was formerly known as DaVita Inc. and changed its name to DaVita HealthCare Partners Inc. in November 2012. DaVita HealthCare Partners Inc. was founded in 1994 and is headquartered in Denver, Colorado.
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达维塔保健合作伙伴公司提供的患者患有慢性肾功能衰竭或终末期肾病(ESRD)在美国的肾透析服务。主要经营肾脏透析中心,主要是在透析中心和特约医院提供急症住院透析,及相关的实验室服务。该公司提供的门诊服务,家庭为基础的,和医院住院部血液透析服务; ESRD实验室服务;经营或提供管理和行政服务的门诊透析中心,被少数人所拥有的公司或全资拥有的第三方。此外,该公司还提供达维塔接收,药房,提供口服药物治疗终末期肾病患者输液治疗服务,疾病管理服务;血管接入服务;终末期肾病的临床研究方案;和医生服务,以及管理和经营医疗集团,在加利福尼亚州,内华达州,佛罗里达州和新墨西哥州的医生网络。截至2012年12月31日,经营或提供管理服务,通过在美国的44个州和哥伦比亚特区的1,954门诊透析中心。公司的前身为达维塔公司,并在2012年11月更名为达维塔保健合作伙伴公司。达维塔保健合作伙伴公司成立于1994年,总部设在科罗拉多州丹佛市。

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 楼主| 发表于 2013-3-26 12:57 PM | 显示全部楼层



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 楼主| 发表于 2013-3-26 01:07 PM | 显示全部楼层


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 楼主| 发表于 2013-3-26 02:39 PM | 显示全部楼层

Bought DVA at 117.98

DVA 主要经营肾脏透析中心, 注意美国人口老龄化。。。很少代替公司
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 楼主| 发表于 2013-3-26 05:55 PM | 显示全部楼层
Bought HAL near close
=============
HAL basm Halliburton Company, oil&gas eqpmnt&servcs, in sp500_set
pe 14.44, peg 0.88, alpha 26.30 beta 1.60 div 1.25, xdiv -,
rating   Sell   up  buy buy     [0001 2]        0.70    5       0
=============
Halliburton Company provides a range of services and products for the exploration, development, and production of oil and natural gas. The company operates in two segments, Completion and Production, and Drilling and Evaluation. The Completion and Production segment offers production enhancement services, including stimulation services and sand control services; and cementing services comprising bonding the well and well casing, and casing equipment. It also offers completion tools that provide downhole solutions and services, including well completion products and services, intelligent well completions, liner hanger systems, sand control systems, and service tools. This segment also provides well intervention services, pressure control, equipment rental tools and services, and pipeline and process services; and oilfield production and completion chemicals and services that address production, processing, and transportation operations. The Drilling and Evaluation segment offers drill bits and services, including roller cone rock bits, fixed cutter bits, hole enlargement, and related downhole tools and services, as well as coring equipment and services; wireline and perforating services, such as open-hole logging, cased-hole and slickline, borehole seismic, and formation and reservoir solutions; and testing and subsea services comprising acquisition and analysis of reservoir information and optimization solutions. This segment also provides drilling fluid systems, performance additives, completion fluids, solids control, specialized testing equipment, and waste management services; drilling systems and services; integrated exploration, drilling, and production software, as well as related professional and data management services; and oilfield project management and integrated solutions. Halliburton Company serves oil and gas companies worldwide. The company was founded in 1919 and is based in Houston, Texas.
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 楼主| 发表于 2013-3-26 05:57 PM | 显示全部楼层
本帖最后由 wsjboy 于 2013-3-26 07:01 PM 编辑

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 楼主| 发表于 2013-3-26 06:02 PM | 显示全部楼层


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 楼主| 发表于 2013-3-26 07:10 PM | 显示全部楼层
本帖最后由 wsjboy 于 2013-7-21 11:31 AM 编辑

LRCX, tech,Lam Research Corporation,semicndctr eqpmnt&matrls, in sp500_set
pe 168.63,peg 16.86,alpha 51.40,beta 1.37,a_vol 2105, er 130731,insi 0.5 13.35,inst 94.8 -0.16,
=================
Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipments used in the fabrication of integrated circuits. The company provides etch products that remove portions of various films from the wafer in the creation of semiconductor devices. Its etch products include dielectric etch, conductor etch, three-dimensional integrated circuit etch, MEMS devices, CMOS image sensors, and power devices for etching process. The company also offers deposition systems that use chemical vapor deposition (CVD), physical vapor deposition, and electrochemical deposition processes to form transistor, capacitor, and interconnect layers in an integrated circuit; and photoresist strip products to remove photoresist from a wafer’s surface after the photolithographic circuitry patterning process to remove any film residues and particles before proceeding with the next deposition step in the manufacturing process. In addition, it provides single-wafer wet clean and plasma-based bevel clean systems for use in wafer cleaning steps, such as post-etch and post-strip cleans, and pre-diffusion and pre-deposition cleans; and a suite of deposition, strip, and polishing/grinding process equipment solutions for LED manufacturing, primarily for substrates of sapphire, silicon carbide, silicon, gallium arsenide, and gallium nitride. The company offers its products to semiconductor manufacturers in the North America, Korea, Taiwan, Japan, the Asia Pacific, and Europe. Lam Research Corporation has a strategic collaboration with Axcelis Technologies, Inc. on Ion Implant, Dry-Strip, and Etch processes. The company was founded in 1980 and is headquartered in Fremont, California.
=================
Lam Research的公司设计,制造,销售,整修,并在集成电路制造服务,半导体加工设备。该公司提供的各种薄膜,删除部分从晶圆的半导体器件在创作的蚀刻产品。其蚀刻产品包括电介质刻蚀,导体蚀刻,三维集成电路蚀刻,MEMS器件,CMOS图像传感器,和用于蚀刻过程中的功率器件。该公司还提供沉积系统,使用化学气相沉积法(CVD),物理气相沉积和电化学沉积工艺来形成晶体管,电容器,和互连层在一个集成电路中,和光致抗蚀剂带材产品,以除去光致抗蚀剂从晶圆的表面后的电影,以消除任何残留物和颗粒在制造过程中的沉积步骤,然后再进行光刻电路图案的过程。此外,它提供单晶圆湿式清洁和等离子坡口清洁系统用于晶圆清洗步骤,如蚀刻后和后带清洗和预扩散和清除预沉积;沉积了一套,带材和抛光/研磨工艺设备用于LED制造的解决方案,主要用于基板的蓝宝石,碳化硅,硅,砷化镓,氮化镓。该公司提供的半导体制造商,在北美,韩国,台湾,日本,亚太和欧洲。 Lam Research的公司有Axcelis科技公司,公司的战略合作,离子注入,干地带,以及蚀刻制程。该公司成立于1980年,总部设在加州弗里蒙特,

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 楼主| 发表于 2013-3-26 07:22 PM | 显示全部楼层
本帖最后由 wsjboy 于 2013-7-21 11:29 AM 编辑

occupied
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 楼主| 发表于 2013-3-26 07:24 PM | 显示全部楼层


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发表于 2013-3-27 07:46 AM | 显示全部楼层
wsjboy斑竹,还拿着DB吗,可以现在进入抢个反弹吗?
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 楼主| 发表于 2013-3-27 10:04 AM | 显示全部楼层
本帖最后由 wsjboy 于 2013-3-27 11:07 AM 编辑

DB, deutsche bank






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 楼主| 发表于 2013-3-27 10:07 AM | 显示全部楼层
本帖最后由 wsjboy 于 2013-3-27 11:13 AM 编辑
kurdamm 发表于 2013-3-27 08:46 AM
wsjboy斑竹,还拿着DB吗,可以现在进入抢个反弹吗?


NO and NO, IMHO. See above charts.
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发表于 2013-3-27 10:18 AM | 显示全部楼层
Thx.
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 楼主| 发表于 2013-3-27 10:39 AM | 显示全部楼层
本帖最后由 wsjboy 于 2013-3-27 11:50 AM 编辑

Bought EWZ at 53.20 by preset mine, a Brazil ETF



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 楼主| 发表于 2013-3-27 10:44 AM | 显示全部楼层
本帖最后由 wsjboy 于 2013-3-27 11:48 AM 编辑

EWZ fina iShares MSCI Brazil Index, exchng trdd fund
alpha -14.04 beta 1.51 div 2.68, xdiv -,
rating   Strong Sell    -       hold    [-1-1-10 0]     -       2       0
        CFF     CFF     -       CFF     CFF     DFF     DFF     -       TTT     TTT
===============
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI Brazil 25/50 Index. The fund generally invests at least 95% of its assets in the securities of its underlying index and in depositary receipts ("DRs") representing securities in its underlying index. The MSCI Brazil 25/50 Index consists of stocks traded primarily on the BM&FBOVESPA (the Brazilian exchange). A capping methodology is applied that limits the weight of any single component to a maximum of 25% of the MSCI Brazil 25/50 Index. The fund is non-diversified.
================
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