我watchlist上中标普指数的九大板块 是楼主的名单减去通讯 跟踪的FTF是
XLB XLE XLF XLI XLK XLP XLY XLU XLV, 然后加上 IYR IYT来跟踪房地产和电讯
抛砖引玉,介绍几个工具
http://groups.wenxuecity.com/groups/bbs.php?act=bbsview&gid=2491&basecode=993441
你好!不太了解这个公司,
用工具查了一下, 似乎几项fundamental指标,revenue, operating margin, net income, cash flow 都比去年要差。
http://www.cmlviz.com/cmld3b/index.php?ticker=Pdli&app=rc
Analysts Opionion 没有最近几年的:
https://finance.yahoo.com/q/ao?s=PDLI+Analyst+Opinion
Seeking Alpha 有一些文章,好像dividend蛮高的,但有降低的风险
http://seekingalpha.com/symbol/PDLI
财务评价与战略:投资
https://www.coursera.org/learn/investments#
制作方: University of Illinois at Urbana-ChampaignUniversity of Illinois at Urbana-ChampaignScott Weisbenner
教学方: Scott Weisbenner, Professor of Finance and James F. Towey Faculty Fellow
Department of Finance, College of Business
Learn the fundamental principles of trading off risk and return, portfolio optimization, and security pricing—useful skills and concepts to have when making both corporate and personal financial decisions. Also explore market efficiency and firm valuation techniques. This course is part of the iMBA offered by the University of Illinois, a flexible, fully-accredited online MBA at an incredibly competitive price. For more information, please see the Resource page in this course and onlinemba.illinois.edu.
Module 1: Investments Toolkit and Portfolio Formation
In Module 1, we will build the fundamentals of portfolio formation. After providing a brief refresher of basic investment concepts (our toolkit), a summary of historical patterns of stock returns and government securities in the U.S. is provided. We then consider general examples of portfolio choice to highlight the tradeoffs between “risk” and return. We end the module with a discussion of dominated assets and efficient portfolio formation, emphasizing real-world examples and practice in Excel solving for the optimal portfolio given certain constraints (such as the amount of volatility we will accept in our portfolio).
Module 2: Motivating, Explaining, & Implementing the Capital Asset Pricing Model (CAPM)
In Module 2, we will develop the financial intuition that led to the Capital Asset Pricing Model (CAPM), starting with the Separation Theorem of Investments. We will understand that in a CAPM setting, only the market-wide risk of an asset is priced – securities with greater sensitivity to the market are required by investors to yield higher returns on average. We will also learn how to interpret regressions that provide us with both a benchmark to use for a security given its risk (determined by its beta), as well as a risk-adjusted measure of the security’s performance (measured by its alpha).
Module 3: Testing the CAPM, Multifactor Models, & Market Efficiency
In Module 3, we will discuss different asset-pricing models, the pros and cons of each, and market efficiency. In particular, we will test the effectiveness of the Capital Asset Pricing Model (CAPM) and examine survey data concerning its use by chief financial officers (CFOs) of firms. Predictable patterns in stock returns, such as the size and value effects, will also be examined and the Fama-French 3-Factor Model will be introduced. Market efficiency will be discussed in this module, as well as its implications for the asset-management industry and observed patterns in stock returns.
Module 4: Investment Finance and Corporate Finance: Firm Valuation
In Module 4, we will learn about the two key approaches to valuing a company or stock: market multiples and discounted cash flow. We will learn how to value perpetuities and will discuss how caution should be exercised in terms of projecting both the growth in long-term cash flows and the riskiness of those cash flows – two key components of the perpetuity formula. To gain experience with the market multiples approach, we will estimate a value of Google at the time of its initial public offering (IPO) back in 2004 using market data on Yahoo! as a comparable firm. Finally, the module closes with an assignment that will provide you with an opportunity to conduct a valuation of either Apple, Facebook, or Google.
怕临时找不到,放在这里:
油,天然气,黄金,白银等商品价格,和5年之内走势图 (可比较石油和黄金或其他)
http://www.barrons.com/mdc/public/page/9_3012.html?mod=bol_mdc_topnav_9_3010
黄金ETF持仓吨数:
http://stock.finance.sina.com.cn/futures/view/vGoldEtf.php
看看已买的/想买的股票, make sense or not?
http://www.trade-ideas.com/ticky/ticky.html?symbol=Baba
ETF screener
http://finance.sina.com.cn/stock/usstock/sector.shtml#f_etf
八项指标值得一看, especially PEG,price earning growth ratio, 最好低于1.0
http://www.investopedia.com/university/stockpicking/stockpicking3.asp
下面右方显示各大板块领涨领跌的股票,筛选一下有无价值股:
http://finance.sina.com.cn/stock/usstock/sector.shtml#f_bkzf?