etrade的管理者作了错事,没有把subprime的问题估计充分。结果受到了惩罚。但这也给了我们小投资者一个百年难遇的机会。下面我给大家来分析一下。
Etrade fundamental:
$2bil revenue = $2bil income/year. It's a f**king money printing machine!!! As long as stock market exists, they make money, big money. And the bigger the market, the better. Plus they are expanding into emerging market also.
Etrade book value at: over $9 and stock price at only $4.3.
Risk: they may not hold over this subprime crisis.
Reward: extremely attractive stock price. Long term reward is tremendeous.
If etrade can overcome this crisis (which I expect them will), the upward momentum is very very good. And to think about the coming FED rate cut, short term is not bad either.
吐血推荐:你为什么现在应该买etrade - ETFC
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另外:大把买入CFC DEC 12.5 call. 赌明天rate cut rally.
-yogiho-
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12/10/2007 postreply
12:05:07
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Rate cute is already priced in the market. (EOM)
-lookb4uleap-
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12/10/2007 postreply
13:38:00
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未必。要是减两个点那?
-暗自偷笑-
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12/10/2007 postreply
14:16:34