投坛2023年选股短评

Today I have time to go over the 55 stocks that were selected by 68 people; based on this year’s earn projection, the mostly like winner should be

ANET – A silicon valley networking stock, the recommender might work for this company

ASML – Maker of semiconductor manufacturing equipment, a Biden semi policy winner

CMG  - Owns and operates Mexican restaurants; we all eat there from time to time

COST – Everyone shops there, a good store

FCFS – Pawn store owner, but not sure why earning is accelerating this year though

MSFT – has accelerated earning this year; an old faithful

TSLA – has accelerated earning this year, but lots of competition though

Note:

• Chinese concept stocks are uninvestable, they have no credible earning projection, and they have been excluded here
• Projecting future earnings is hard, some of other stocks could have revised earnings late to catch up. But at this time these are the most promised stocks now.
• Investing in stock is risky; you could lose all of your money.  The above comments are not recommendations.  You should make your own decision about your investment.

所有跟帖： 

• 赞点评 -越王剑- ♂ (87 bytes) () 01/16/2023 postreply 06:08:20

• 特佩服眼光独到擅长选股的.我没狗屎运,从没选对过,一再花钱买教训.还是听老巴的,老老实实买指数 -wu7788- ♀ (0 bytes) () 01/16/2023 postreply 07:18:17

• 控制风险的话可以每一只买10股,看看是不是能够跑赢大盘. -JS_Greenwich- ♀ (221 bytes) () 01/16/2023 postreply 07:46:59

• 不能用个人喜好选股，虽然CMG是我选的，但不代表我经常吃，我只是认为基本面好，适合长期持有 -kungfutea- ♂ (0 bytes) () 01/16/2023 postreply 07:56:37

• 我只买TQQQ，SQQQ。但是不符合选股条件。 -rapidestate- ♂ (0 bytes) () 01/16/2023 postreply 08:00:25

• SQQQ也不敢碰.历史年份看好像涨多跌少.sqqq进错了,下一轮市大跌解套得等好多年.这想法不知道对不对 -wu7788- ♀ (0 bytes) () 01/16/2023 postreply 08:26:17

• tqqq万一买在高位,大不了等几年,只要股市按以往历史走,迟早回来.好像比sqqq更放心一些 -wu7788- ♀ (0 bytes) () 01/16/2023 postreply 08:38:29

• 不行，带杠杆的有时间value的损失,对比一下qqq和tqqq图 -andy99- ♂ (0 bytes) () 01/16/2023 postreply 08:56:30

• 时间value的损失: 这我不理解.value损失是qqq的三倍,涨也是三倍.What did I miss? -wu7788- ♀ (0 bytes) () 01/16/2023 postreply 09:22:54

• 这是qqq对比tqqq的图.怎么看时间value损失？谢谢！ -wu7788- ♀ (77320 bytes) () 01/16/2023 postreply 09:25:51

• TQQQ里面有option的吧？会不会归零？ -米奇的厨房- ♂ (0 bytes) () 01/16/2023 postreply 09:26:51

• 明白了.option会随时间过期. 但是问题是 > -wu7788- ♀ (366 bytes) () 01/16/2023 postreply 09:35:45

• 不懂啊，太高深了，等砖家们来回答 -米奇的厨房- ♂ (0 bytes) () 01/16/2023 postreply 09:47:06

• 破唱片再放一遍？什么提扣扣扣还是爱死扣扣扣，都是赌博！ -hhtt- ♂ (0 bytes) () 01/16/2023 postreply 09:36:59

• 小赌怡情啊，糊涂兄，大过年的，小赌一下多好玩啊 -米奇的厨房- ♂ (0 bytes) () 01/16/2023 postreply 09:45:02

• 心理过程是这样的:当下单qqq时,是看好股市.这是一.再一想,既然看好股市,何不三倍呢?于是就 tqqq了 哈哈 -wu7788- ♀ (0 bytes) () 01/16/2023 postreply 10:02:03

• 凡是有time decay的都是坑，有违投资的理念。 -samma1- ♀ (0 bytes) () 01/17/2023 postreply 00:27:04

• 谢分享pf参与选股的网友。2022spx负17%, tt集体智慧平均负36%。预祝今年好成绩。 -IEbird- ♀ (26068 bytes) () 01/16/2023 postreply 10:00:48

• 看来TT集体智慧很厉害！LOL -米奇的厨房- ♂ (0 bytes) () 01/16/2023 postreply 10:06:58

• 至少敢于选不当缩头乌龟。所以留下tt有意义的数据。 -IEbird- ♀ (0 bytes) () 01/16/2023 postreply 10:13:34