COGO CEO Bloomberg TV interview on Feb. 4
"We will deliver over 30% growth in 2008." The company used to enjoy high valuation before.
Based on $0.9 EPS for 2008 and P/E as 20, my target price for the stock is $18.
Thursday, February 28, 2008
Monday, February 25, 2008
Saturday, February 23, 2008
范蠡-价值投资
贵上极则反贱,贱下极则反贵.贵出如粪土,贱取如珠玉. ─范蠡
范 蠡是一名价值投资者,他在"范子计然"中提出了, "贵上极则反贱,贱下极则反贵.贵出如粪土,贱取如珠玉."套用在股票市场上,不就是经济周期和股海起伏?股价贵到顶点,就会回归于贱,投资者视之如粪土 般沽出;但股价贱到底点时,也会回升于贵,投资者要趁低吸纳.另一句"旱则资舟,水则资车"意思是天气干旱,就去投资买船,相反水灾降临,就得把握机会投 资买车.
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