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今期無限 Loop

平凡之路。 兩個版本,一個無奈,一個激昂,可以隔著Loop

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Market loves growth

JD Sports was a luck pick from last year’s UK Brexit plunge.

It is a growth company in a very traditional business (i.e. sportswear retailing).

It delivered 3 consecutive years of double digit earnings growth ( 2016 being a whopping 82%), seems very capable of turning around acquired peer companies.

I might never know how they managed to do it, yet I bought without knowing it. It is now the highest return stock in my existing portfolio.

Market loves growth, so do I.

Panic & growth. Always remember and play with these two rules in mind

Very impressive financials, indeed:

https://markets.ft.com/data/equities/tearsheet/financials?s=JD.:LSE

 

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即是限購囉,愈唔比,欲望愈大。錢仍是不停印,點可能唔升

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閱後即焚

好耐冇炒過新股了。

近年保守左。第二天已減剩 1/5。

多年不見的 Easy Market. 唔炒新股,點對得住自己?

 

 

 

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是日金句

真理愈辯愈明,蠢人講極唔明

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歌手點評

“歌手" 四元素:音域,鳩叫,知名度,歌路變化

第一 Foul 光良: 音域(中),鳩叫(0),知名度(中),歌路變化(低)

第二 Foul Tia: 音域(高),鳩叫(中),知名度(低?),歌路變化(中)

第三Foul : 杜麗莎:音域(高+闊),鳩叫(0),知名度(在國內低),歌路變化(低)

憶蓮第四場才唱出水準,一樣 0 鳩叫,暫以知名度保命,偏危

獅子合唱團: d Rock 歌唔得。改以慢但有力量的抒情歌,也是第四場才出水準。 但同一個strategy 可以玩幾場呢? 知名度比林憶蓮低,也是0鳩叫一族,偏危

趙雷: 光良翻板 [雖然我挺喜歡他],0鳩叫,高危

張杰: 有實力,但感覺唔到佢個heart… ,輕度鳩叫,中危

譚晶:有實力,感情表現一般,知名度高,是鳩叫一族。但d歌改得唔錯。應該入三強

Dimash:實力一流,是屬於可玩超高音但不宜鳩叫一族,語言不通和亂改歌是大問題。 基於一帶一路的統戰思路,應該會唱多幾集,等歌手可以衝出絲綢之路。最後死因多數是將首歌加插太多鳩叫。估入三強

杜麗莎…諸位香港甘草歌手中,實力穩佔頭二位 [可惜羅文早死]

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On Trump

People who believed Trump would lose were  unprepared for his winning.

The same people believed he would be bearish for market were unprepared for the Trump rally

Now the very same people believes market should be bullish start to ignore the destructions brought about by the Trump administration.

Be prepared

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