看到你的名字就觉着亲切。我在你家附近那猫过几年。受不了,跑了。不过那地方似乎是地主老财们的天堂。
回答你的问题。 我真的对TA一窍不通。对FA也没有时间去做。我可是要养家糊口的。所以呢我就用巴菲特的方法:要决定买哪家汽水公司的股票就去垃圾桶捡一堆瓶盖回家一数哪家的多就买那家的。过去几周 all economical news are nothing but miserable and there are millions of pre-owned houses in the market and many more to come ("owned" by the banks now). Who in the hell can the home builders sell their new houeses to? What on earther can justify the recent "amazing" run of homebuilder stocks?
虽然我才被逼当上了地主,过去十多年我一有空就去看房子。我的 agent (老美,强力推荐!)very professional. 最近两年,当我每次去看新的 model homes 时,鬼都没有一个。 Sale office 的 blonde 看到我就想见到了毛爷爷,那个惊喜啊。。。我一般都把她们侃晕后就走。
Having said that, I only buy put when the stock is ramping up and the strike dates are usually at least 2-3 months away. Each order I limit to ~$2k and will get rid of it if I make 50% or more profit. That's what I mean by 到花街收(白菜)房租。So far, 每次都有租可收。
Your concern about too high short ratio. I think it is good thing. It means most of the people have negative view on it. I am not concerned about short squeeze because I am not shorting (so my loss is limited) and I am not DTing.