沧海持仓一览
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沧海持仓一览（实时图）
牛经沧海 发表评论于
周五出CHAU，BMRN，PXD；加BIDU，CRM，XIV。
牛经沧海 发表评论于
Added NFLX, CRM and reduced OPK today
Closed CEO and reduced ALNY yesterday.
Closed CEO and reduced ALNY yesterday.
牛经沧海 发表评论于
Goldman advises that for now, investors should buy stocks with heavy reliance on domestic sales and avoid companies with large international businesses.
In addition, investors should seek out quality, large-cap stocks with solid balance sheets and stable earnings. The report names The Priceline Group Inc (NASDAQ: PCLN), O’Reilly Automotive Inc (NASDAQ: ORLY) and Google Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) as its three top quality stock picks.
In addition, investors should seek out quality, large-cap stocks with solid balance sheets and stable earnings. The report names The Priceline Group Inc (NASDAQ: PCLN), O’Reilly Automotive Inc (NASDAQ: ORLY) and Google Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) as its three top quality stock picks.
牛经沧海 发表评论于
买入PANW。行业先锋，调整到位。
牛经沧海 发表评论于
added opk, initiated dwti.
牛经沧海 发表评论于
put tsla and call nflx for st
牛经沧海 发表评论于
卖出NFLX。观望Epix之后的行动。
牛经沧海 发表评论于
covered DWTI short. Wait to re-enter
牛经沧海 发表评论于
Analysts at Cantor Fitzgerald initiated coverage on Illumina, Inc.
ILMN with a Buy rating. The target price for Illumina is set to $265.
ILMN with a Buy rating. The target price for Illumina is set to $265.
牛经沧海 发表评论于
Raymond James upgraded Amazon.com, Inc.
AMZN from Outperform to Strong Buy. The price target for Amazon.com is set to $640.
AMZN from Outperform to Strong Buy. The price target for Amazon.com is set to $640.
牛经沧海 发表评论于
Morgan Stanley’s Brian Nowak has maintained an Overweight rating and price target of $740.
Morgan Stanley’s AlphaWise e-commerce data indicates global subscriber growth strength for Prime, which Nowak expects to translate into “continued higher retail gross profit dollars per customer.”
Morgan Stanley’s AlphaWise e-commerce data indicates global subscriber growth strength for Prime, which Nowak expects to translate into “continued higher retail gross profit dollars per customer.”
牛经沧海 发表评论于
Goldman Sachs' David Roman: Improving U.S. utilization and hospital capex spending – Top ideas being CR Bard, Intuitive Surgical, Inc.
ISRG [rated Buy; PT $637]
ISRG [rated Buy; PT $637]
牛经沧海 发表评论于
Goldman Sachs upgraded GOOGL from Neutral to Conviction Buy. The price target for Google has been raised from $660.00 to $800.00.
牛经沧海 发表评论于
检查仓位，吸取教训。尚有USO, DWTI短，CEO, CHAU, TWTR, XIV， KKR, SCTY不符合偶的主流选股原则。无一不在水下。
以上仓位主要是博底部反弹而来（USO, DWTI短，CEO, CHAU, XIV）。TWTR,SCTY是赌季报。唯KKR是博管理团队。
以上仓位主要是博底部反弹而来（USO, DWTI短，CEO, CHAU, XIV）。TWTR,SCTY是赌季报。唯KKR是博管理团队。
牛经沧海 发表评论于
牛经沧海 2015-08-24 17:21:01
＄VIX最高53＋，收40＋，尚有以下股票收于200MA之上：amzn, fb, regn, Google, vrx, mnst, bmrn, ua; Pcln, Lkq, bwld, nflx, ulti. 13stocks.
＄VIX最高53＋，收40＋，尚有以下股票收于200MA之上：amzn, fb, regn, Google, vrx, mnst, bmrn, ua; Pcln, Lkq, bwld, nflx, ulti. 13stocks.
牛经沧海 发表评论于
A bad month ends with a bloody wash. All major indices broke down their cozy bands. It grows worrisome now. It is a break-or-make it moment. I am stay committed to shuffle my holdings to re-balance in preparation for a rebound, which may or may arrive.
In summary, I initiated or added crm, ilmn, celg, tsla, ua, vrx, nflx, mnst, gra. meanwhile, i reduced or closed bwld, rost, caf, opk, alny.
in betting a quick bounce back, i scooped some XIV.
In summary, I initiated or added crm, ilmn, celg, tsla, ua, vrx, nflx, mnst, gra. meanwhile, i reduced or closed bwld, rost, caf, opk, alny.
in betting a quick bounce back, i scooped some XIV.
牛经沧海 发表评论于
Sold UA
牛经沧海 发表评论于
Take loss on TXRH, PNRA, MIDD, AGN
牛经沧海 发表评论于
ROST ER outlook: Last year's port strikes should have benefit ROST as some fashion apparels should have sunk into ROST for sale due the the multi month delays.
牛经沧海 发表评论于
ROST breaks out from a typical cup-and-handle basing. Purchase on 8/8 was a winning bet.
牛经沧海 发表评论于
8／8：MA－消费概念及中国概念，FB－会超过GOOGL成为一代霸主，UA－下一个NKE？AMZN－云技术老长，REGN－大格B，大市场。细心观察，持久跟踪。我粉其中每一位CEO。同时我仍然觉得BIDU两年之內还有新高，而AAPL要看后subsidies 时代承受力。
牛经沧海 发表评论于
8/8/2015 ANSWER QUESTIONS ON on wechat: current best ideas are MA, FB, UA, AMZN, REGN.
牛经沧海 发表评论于
8/12/2015: 卖清PCP，加仓CELG，ROST，OPK。VIX从16.28降到13．70，看来RMB贬值带来的短期振荡已消化。我预期的VIX到20恐慌抛售又一次落空。
牛经沧海 发表评论于
08/10/2015: Warren Buffett's Berkshire Hathaway to buy Precision Castparts in $37.2 billion deal. Need to find an replacement industrial stock now.
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