Based on Q1 report, Tech earning growth was 22% YoY and beat estimates by 15%. Read: the market under-estimated Tech names, or under priced them in Q1.
On the other extreme, Financial earning growth was -67% YoY. The slow-down was under-estimated by merely 8.5%. Read: the street was very close to know the scope of financial debacles by now.
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On the other extreme, Financial earning growth was -67% YoY. The slow-down was under-estimated by merely 8.5%. Read: the street was very close to know the scope of financial debacles by now.
请阅读更多我的博客文章>>>
| • | Reduce CAF |
| • | 年回报12%可能吗? |
| • | 需备存款多少，方可无忧退休? |
| • | Initiate a Position of MSFT |
| • | Close MLNM positions/Initiate a position in XLF |
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