This is exactly what I am thinking! I am trying to buy stocks with recent positive ER and good forecast, and plan to hold long...作者: 我想飞 时间: 2014-8-7 13:04
My bias is that financial will outperform SPY in the later half of the year. So far Financials were down for the year, which is a real shame.
My favorite BAC, MS, GS, AIG, etc.
Look at QIWI, great ER and dividends increased by 50% but still down big. I say buy buy buy作者: qzhou3 时间: 2014-8-7 13:13
I bought QIWI following your recommendation...
BTW, do you know why financial is plunging? I really want to add more WFC, TD, BK, MA but could not find any reasonable explanation for the dip, so not dare to act.
Bought BAC yesterday... Bought C at $47.69 two days ago作者: 我想飞 时间: 2014-8-7 13:17
QIWI annual dividends now almost $2/YR, solid guidance, etc. I have no doubt it will be back to $50ish when the geopolitical stuff got ironed out.
Financials down I guess mainly due to tight regulation screening and cleaning up of the lawsuit related deals with DOJ. Should come to a close soon for most of them.
WFC should be good as Buffet likes it. C I do not have but some people like it.
I know August and September tends to be weak for the market. So take your time to shop for fun作者: qzhou3 时间: 2014-8-7 13:19
