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楼主: Agnesb

agnesb@纪录专区-2014 wealth take time

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发表于 2011-11-19 15:51 | 显示全部楼层
噢哈哈你又知道?lol
Agnesb 发表于 2011-11-19 15:46



    你说目标是在2012年完成ACCA嘛,哈哈
big4 ? 如果是在audit firm,怎样转行去equity analyst ?

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 楼主| 发表于 2011-11-19 15:53 | 显示全部楼层
加油 !
大时代 发表于 2011-11-19 15:50



一起加油,熊市大家捡便宜的蓝筹股

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 楼主| 发表于 2011-11-19 15:54 | 显示全部楼层
你说目标是在2012年完成ACCA嘛,哈哈
big4 ? 如果是在audit firm,怎样转行去equity analyst ?
360 发表于 2011-11-19 15:51



    可以的,哈哈工钱要求低一点就可以了
    我拿acca主要是要转去cfa罢了

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发表于 2011-11-19 16:11 | 显示全部楼层
可以的,哈哈工钱要求低一点就可以了
    我拿acca主要是要转去cfa罢了
Agnesb 发表于 2011-11-19 15:54



    ACCA 过后,再拿CFA,有 exemption 吗?

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 楼主| 发表于 2011-11-19 16:19 | 显示全部楼层
ACCA 过后,再拿CFA,有 exemption 吗?
360 发表于 2011-11-19 16:11



    好像没有哦,哈哈,不过可以直接考CFA,因为CFA门槛很高

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x 91
发表于 2011-11-19 16:22 | 显示全部楼层
好像没有哦,哈哈,不过可以直接考CFA,因为CFA门槛很高
Agnesb 发表于 2011-11-19 16:19



    樓主還有幾張paper?

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发表于 2011-11-19 16:25 | 显示全部楼层
好像没有哦,哈哈,不过可以直接考CFA,因为CFA门槛很高
Agnesb 发表于 2011-11-19 16:19


哈哈,等我毕业了,也要考,到时候记得给点明灯

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x 341
发表于 2011-11-19 16:28 | 显示全部楼层
加油~
记得讲多点你对大经济的分享。

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x 2
发表于 2011-11-19 16:30 | 显示全部楼层
加油~

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 楼主| 发表于 2011-11-19 16:40 | 显示全部楼层
樓主還有幾張paper?
vincent1983 发表于 2011-11-19 16:22


12月考两张,过的话还有4张哈哈

哈哈,等我毕业了,也要考,到时候记得给点明灯
360 发表于 2011-11-19 16:25


哈哈现在你也acca?指教就不敢一起研究研究还可以的哈

加油~
记得讲多点你对大经济的分享。
whytoocare 发表于 2011-11-19 16:28


股票是零和游戏zero sum game来的喔,哈哈,一个人的胜利就必须是另一个人的失败
一起熊市捞低还可以,多看bloomberg(彭博社), reuter(路透社),wall street journal 的新闻可以知道经济基本面的端倪
我用iphone看,也可以收听bloomberg免电台,站在巨人肩上,获益良多:p

加油~
e64y2005 发表于 2011-11-19 16:30


一起加油,现在在等待入市讯号哈哈

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发表于 2011-11-19 16:46 | 显示全部楼层
12月考两张,过的话还有4张哈哈



哈哈现在你也acca?指教就不敢一起研究研究还可以的哈



股 ...
Agnesb 发表于 2011-11-19 16:40

期待樓主的分享,加油哦!ACCA不容易考。

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 楼主| 发表于 2011-12-2 20:07 | 显示全部楼层
本帖最后由 Agnesb 于 2012-1-10 14:24 编辑

最近忙考试哈哈
etika int 业绩成长了30%,股息0.007 cent
Hsbc,bac,citigroup被cut rating
最近留意着noble group ltd,price to sales低

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 楼主| 发表于 2012-1-2 03:46 | 显示全部楼层
本帖最后由 Agnesb 于 2012-1-2 04:13 编辑

今年underperform
希望明年会更好,哈哈

2012-下半年之前资金就会进完股市,
2月欧债还款高峰期,ECB通过LTOR,变相印钞。
最坏情形-法国降评级,而法国首相在报章也公开说将评级后的应对措施,默认降评?
如果法国被降级ESfS失去作用,也将被降评级,难以融资。


【法国总统萨科齐12月12日表示,法国失去AAA信用评级不会是“难以克服”的问题,降级会是“新增的困难,但不是难以克服的”。

据MNI通讯社,萨科齐接受法国日报《世界报》采访时称】

一切等待黑天鹅

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x 0
发表于 2012-1-2 15:40 | 显示全部楼层
一起加油!!

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x 0
发表于 2012-1-2 15:49 | 显示全部楼层
期待楼主的分享。

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 楼主| 发表于 2012-2-10 13:28 | 显示全部楼层
update 下投资组合
focus在种植股klk

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 楼主| 发表于 2012-2-12 03:31 | 显示全部楼层
本帖最后由 Agnesb 于 2012-2-12 03:37 编辑

留意nestle世界最大食品公司之一
1。nestle于去年圣诞呈交了竞标pfizer旗下的市值us$ 10bil婴儿奶粉,对手danone现金只有us 3bil,n有8bil,而且对danone有冲突就像cola不会收购pepsi,anti trust issue
(infant milk leader -meadjohnson(enfamil),danone(dumex),3rd Pfizer s-26)
收购后nestle将成为婴儿奶粉在中国的第三大(1。enfamil,2nd dumex),aim龙宝宝

2.1985到现在没split,bonus,又逢100周年

3.还没进klci index

4.global branding

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 楼主| 发表于 2012-2-29 22:52 | 显示全部楼层
r&a出业绩了
http://announcements.bursamalays ... D2482579B300347F0D/$File/RA%20Q4%20311211%5B1%5D.pdf

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 楼主| 发表于 2012-3-18 13:33 | 显示全部楼层
最近没买股票,在等着bank of america达到15++然后转换去atvi
希望可以在diablo 3 (13 may)发行前买到
至于r&a希望能连续几年都达到8mil++的profit,2-3年后升主板
哈哈

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 楼主| 发表于 2012-3-23 21:28 | 显示全部楼层
本帖最后由 Agnesb 于 2012-3-23 21:30 编辑

支持growing stock,ie.young stock,高风险,也高回筹

喜欢费雪的成长理论

Fisher's 15 Points  
All good principles are timeless, and Fisher's famous "Fifteen Points to Look for in a Common Stock" from Common Stocks and Uncommon Profits remain as relevant today as when they were first published. The 15 points are a qualitative guide to finding superbly managed companies with excellent growth prospects. According to Fisher, a company must qualify on most of these 15 points to be considered a worthwhile investment:

1. Does the company have products or services with sufficient market potential to make possible a sizable increase in sales for at least several years? A company seeking a sustained period of spectacular growth must have products that address large and expanding markets.


2. Does the management have a determination to continue to develop products or processes that will still further increase total sales potentials when the growth potentials of currently attractive product lines have largely been exploited? All markets eventually mature, and to maintain above-average growth over a period of decades, a company must continually develop new products to either expand existing markets or enter new ones.


3. How effective are the company's research-and-development efforts in relation to its size? To develop new products, a company's research-and-development (R&D) effort must be both efficient and effective.


4. Does the company have an above-average sales organization? Fisher wrote that in a competitive environment, few products or services are so
compelling that they will sell to their maximum potential without expert merchandising.


5. Does the company have a worthwhile profit margin? Berkshire Hathaway's BRK.B vice-chairman Charlie Munger is fond of saying that if something is not worth doing, it is not worth doing well. Similarly, a company can show tremendous growth, but the growth must bring worthwhile profits to reward investors.


6. What is the company doing to maintain or improve profit margins? Fisher stated, "It is not the profit margin of the past but those of the future that are basically important to the investor." Because inflation increases a company's expenses and competitors will pressure profit margins, you should pay attention to a company's strategy for reducing costs and improving profit margins over the long haul. This is where the moat framework we've spoken about throughout the Investing Classroom series can be a big help.


7. Does the company have outstanding labor and personnel relations? According to Fisher, a company with good labor relations tends to be more profitable than one with mediocre relations because happy employees are likely to be more productive. There is no single yardstick to measure the state of a company's labor relations, but there are a few items investors should investigate. First, companies with good labor relations usually make every effort to settle employee grievances quickly. In addition, a company that makes above-average profits, even while paying above-average wages to its employees is likely to have good labor relations. Finally, investors should pay attention to the attitude of top management toward employees.


8. Does the company have outstanding executive relations? Just as having good employee relations is important, a company must also cultivate the right atmosphere in its executive suite. Fisher noted that in companies where the founding family retains control, family members should not be promoted ahead of more able executives. In addition, executive salaries should be at least in line with industry norms. Salaries should also be reviewed regularly so that merited pay increases are given without having to be demanded.


9. Does the company have depth to its management? As a company continues to grow over a span of decades, it is vital that a deep pool of management talent be properly developed. Fisher warned investors to avoid companies where top management is reluctant to delegate significant authority to lower-level managers.


10. How good are the company's cost analysis and accounting controls? A company cannot deliver outstanding results over the long term if it is unable to closely track costs in each step of its operations. Fisher stated that getting a precise handle on a company's cost analysis is difficult, but an investor can discern which companies are exceptionally deficient--these are the companies to avoid.


11. Are there other aspects of the business, somewhat peculiar to the industry involved, which will give the investor important clues as to how outstanding the company may be in relation to its competition? Fisher described this point as a catch-all because the "important clues" will vary widely among industries. The skill with which a retailer, like Wal-Mart WMT or Costco COST, handles its merchandising and inventory is of paramount importance. However, in an industry such as insurance, a completely different set of business factors is important. It is critical for an investor to understand which industry factors determine the success of a company and how that company stacks up in relation to its rivals.


12. Does the company have a short-range or long-range outlook in regard to profits? Fisher argued that investors should take a long-range view, and thus should favor companies that take a long-range view on profits. In addition, companies focused on meeting Wall Street's quarterly earnings estimates may forgo beneficial long-term actions if they cause a short-term hit to earnings. Even worse, management may be tempted to make aggressive accounting assumptions in order to report an acceptable quarterly profit number.


13. In the foreseeable future will the growth of the company require sufficient equity financing so that the larger number of shares then outstanding will largely cancel the existing stockholders' benefit from this anticipated growth? As an investor, you should seek companies with sufficient cash or borrowing capacity to fund growth without diluting the interests of its current owners with follow-on equity offerings.


14. Does management talk freely to investors about its affairs when things are going well but "clam up" when troubles and disappointments occur? Every business, no matter how wonderful, will occasionally face disappointments. Investors should seek out management that reports candidly to shareholders all aspects of the business, good or bad.


15. Does the company have a management of unquestionable integrity? The accounting scandals that led to the bankruptcies of Enron and WorldCom should highlight the importance of investing only with management teams of unquestionable integrity. Investors will be well-served by following Fisher's warning that regardless of how highly a company rates on the other 14 points, "If there is a serious question of the lack of a strong management sense of trusteeship for shareholders, the investor should never seriously consider participating in such an enterprise."

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