奉行股神的價值投資 -將資產帶到另一里程碑10M 利用微少的積蓄開始，老老實實跟隨價值投資，找長濕坡，將資產複式滾動 15年 6M .... 20年 10M
Student says:Value Sir,All bigs! I hope you will be more successful.^_^
內房最強銷售是碧桂及恒大。
中海外，華潤置業，世茂，萬科，隻隻都係正野 ^_^
我希望找些槓桿合理及增速無咁飄急的。但我亦有留意碧桂及恒大的消息，盈富基金間接持碧桂園。
Student says:Value Sir,Good afternoon.What's wrong with those 576.HK; 177.HK; 995.HK ... almost yearly lowest though annual results are stable ???Please comment. Thanks.
我未有特別研究。如你所說，業務尙算穩定，加上人民仍算強。年報，我會特別留意收入增長及債務水平。
Student says:Value Sir,Good afternoon.1211.HK is too much overvalued! Why Buffett likes to hold it?Do you have it?
我沒持有它。但如市場的吉利及比亞，我較留意吉利。聽聞當初買入比是亡格的主意。現時吉利更強，母公司能成平治大股東。
我希望用更多時間觀察汽車股。
Student says:Value Sir,What's wrong with 016.HK ? (now < HK$124)
排緊隊，市場驚息口升。
港匯已到臨界點收回貨幣供應。
Student's reply:Thanks Value Sir,Do you think 016.HK will drop to around HK$120 ?(P.S. Now I got money to buy more.)^)^
近期低位$120，怎會無可能。只要港匯受衝擊，拆息及長期息口受威脅，這情況會較嚇人。
Student says:I can wait forever ...(Air Supply's song)^_^
Student says:
回覆刪除Value Sir,
All bigs!
I hope you will be more successful.
^_^
內房最強銷售是碧桂及恒大。
刪除中海外，華潤置業，世茂，萬科，隻隻都係正野 ^_^
回覆刪除我希望找些槓桿合理及增速無咁飄急的。
刪除但我亦有留意碧桂及恒大的消息，盈富基金間接持碧桂園。
Student says:
回覆刪除Value Sir,
Good afternoon.
What's wrong with those 576.HK; 177.HK; 995.HK ... almost yearly lowest though annual results are stable ???
Please comment. Thanks.
我未有特別研究。
刪除如你所說，業務尙算穩定，加上人民仍算強。
年報，我會特別留意收入增長及債務水平。
Student says:
回覆刪除Value Sir,
Good afternoon.
1211.HK is too much overvalued!
Why Buffett likes to hold it?
Do you have it?
我沒持有它。
刪除但如市場的吉利及比亞，我較留意吉利。
聽聞當初買入比是亡格的主意。
現時吉利更強，母公司能成平治大股東。
我希望用更多時間觀察汽車股。
刪除Student says:
回覆刪除Value Sir,
What's wrong with 016.HK ? (now < HK$124)
排緊隊，市場驚息口升。
刪除港匯已到臨界點收回貨幣供應。
刪除Student's reply:
刪除Thanks Value Sir,
Do you think 016.HK will drop to around HK$120 ?
(P.S. Now I got money to buy more.)
^)^
近期低位$120，怎會無可能。
刪除只要港匯受衝擊，拆息及長期息口受威脅，這情況會較嚇人。
Student says:
刪除I can wait forever ...(Air Supply's song)
^_^