Monday, December 03, 2007

David Webb X'mas pick

頂頭大熱2728今日已偷步上升

中獎的預期回報10-30%

落選的預期損失10%

已公佈結果

6 comments:

Unknown said...

另一隻 David Webb 都持有超過 5% 股權的 (643) 恆富控股,你看如何呢?你認為選 2728 機會大過 643 的原因在哪?想看看你的睇法。

兩者都是低 P/E, +有增長 , 股息高,另外現金情況較好。

大廢柴 said...

原來有人同我研究同一樣野!

http://faichai.blogspot.com/2007/11/david-webb.html

Wing said...

sorry, I have no idea about 643.

administrader said...

congrats! 估中左! i think webb focuses more on the integrity of a business rather than the growth engine of such.

村長 said...

Almost 50% profit maximum. 放晒未?

Unknown said...

David Webb usually chooses stocks in terms of value perspective. He seldom looks at the growth.

Notice that his original choices such as 518, 927 can still be re-adopted.

Recently his alternative choice is 328.

##HIDEME##