2012年11月5日 星期一

20121105投資日誌:萬無一失的投資

今天量能再度萎縮,市場震盪,大戶與外資態度還是偏保守,目前還有得等....




市場訊息看起來還沒轉好,美國快要總統大選,結果如何還不知,人家說美國這次弄得五五波,兩邊候選人的立場差異頗大,看似要讓美國分裂。

但我總覺得美國仍是幸福的,因為兩邊的候選人是對政策的意見不同,選民常常可以隨便改變支持的對象,很多美國人從小到大,政治立場都是兩邊在翻轉。不過我們則沒那麼好運,卡了一個兩岸的關係在裡頭,要不就支持偏向獨立,不然就是比較偏向統一,在這樣的分化下,選民也因此被綁架。

美國的股票仍貴,就看選完後是否能夠讓撐盤的人鬆口氣,放心讓市場有個比較像樣的修正...

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今天在書局翻到一本書,叫做「操盤手的萬無一失投資術」,並不是要推薦這本書,純粹是因為書名很聳動,所以拿起來翻了一下。

現在很多投資理財書的書名都要很聳動,就是為了吸引像我這樣的人的目光。

裡面講的內容,覺得有點偏像飛利浦費雪的「非常潛力股」只是換了不同的用法與介紹來說明類似的觀點。

首先這本書的作者提到了「BMW」投資法,B就是Business,要觀察投資的公司是否具有產業競爭力,是以甚麼樣的特質維持競爭優勢,M則是Market市場大小,觀察這家公司未來有多少發展潛力,是否市場已經到頂,還是仍有相當大的發展機會。W則是Who,看這家公司是由什麼樣的人經營,經營團隊的態度是否妥當。

除此之外,還有另外一套「TROC」,T就是Trend,看產業的趨勢是向上,R是ROE與護城河,看企業的獲利能力與門檻,O就是Momentum,看營收成長的動能,最後一個C則是Cash,確保公司有產出現金流量。

類似的關念,在費雪的書中也可找到蠻多類似的討論,總之觀念都大同小異,就看每個人讀完之後如何發揮。

14 則留言:

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股市投資與投機最好均作,目前我不作多僅作空,但不是空股票而是空期指,因為指數的漲跌方向比個股容易判斷,又沒有賺指數賠價差之問題,也沒有強制回補之問題。
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