Chapter 94: Don't fall in love with stocks

"What you said does make some sense, I have to think about it." Qi Fei listened carefully to Ding Xu's analysis, and then asked, "Among these sectors, which stock are you most optimistic about?" ”

"Baotou Steel Rare Earth!" Ding Xu replied without hesitation.

Qi Fei couldn't help but roll his eyes.

On the issue of Baotou Steel's rare earths, Qi Fei and Ding Xu have always had disagreements.

Qi Fei has not been very optimistic about the stock of Baotou Steel Rare Earth, mainly because he thinks that the current stock price is much higher than the lowest point in 2oo5, and it is not cost-effective compared to other stocks that have fallen back to the same place.

The lowest point of Baotou Steel rare earth in 2oo5 years is 3.2O yuan, and the lowest point in 2oo8 years is 5.66 yuan, the difference between the two is nearly doubled. Moreover, from 2oo5 to 2oo8, Baotou Steel Rare Earth has been sent for distribution twice, including 3.2 shares for every 1O shares on April 13, 2OO6, and 1O shares for every 1O shares on May 15, 2OO8. Therefore, if you look at it by the way of resumption, the lowest price of 5.66 yuan in Baotou Steel rare earth in 2oo8 has increased several times compared with the lowest price of 3.2o yuan in 2oo5.

As for how many times it has risen, it cannot be calculated simply based on the highest and lowest prices after the weighting. Because in some stock trading software, the price of the re-weighting method is somewhat distorted. Due to the reason of the adjustment mechanism itself, there is a certain error between the increase calculated by the adjustment number jù and the actual increase, and there is a phenomenon that the increase is reduced (forward weighting) or the increase is enlarged (backward weighting).

For example, based on the lowest price of Baotou Steel rare earth in 2oo5 years of 3.2O yuan and the highest price of 63.98 yuan in 2oo7 years, the highest increase without reinstatement is 2o times. According to the post-compounding method, the lowest price of Baotou Steel rare earth on July 12, 2oo5 was 3.36 yuan, and the highest price on January 15, 2oo7 was 151.36 yuan, a full increase of 45 times, 25 times more than no reinstatement! But during this period, there was only one 1o for 3.2 shares, which is obviously distorted.

Qi Fei simply calculated that if he bought 10,000 shares at the lowest point of 3.2O yuan in 2oo5, the cost would be 32ooo yuan. After that, 3.2 shares for every 1O shares will be given, and the number of shares will become 132oo shares. Therefore, with the highest price of 63.98 yuan in 2oo7 multiplied by 132oo shares = 844536 yuan, and then divided by the principal of 32ooo yuan, the highest increase should be 26.39 times.

After that, Baotou Steel Rare Earth gave ten to ten, and the number of shares became 264oo shares. Multiply the lowest price of 5.66 yuan by 264oo shares, the market value of the stock is 149424 yuan, and then divide it by the principal of 32ooo yuan, which should be 4.7 times.

That is to say, the lowest price of Baotou Steel rare earth in 2oo8 is 5.66 yuan, compared with the lowest price of 3.2o yuan in 2oo5, it has actually risen 4.7 times, and the stock price is not cheap!

Qi Fei believes that compared with the lowest point of the Shanghai Index of 998 points in 2oo5, the lowest point of the Shanghai Index of 1664 points in 2oo8 has not doubled, and many stocks have fallen to the low point of 2oo5 in the same period, with an increase of only one or two times, or even less than double, and it is cost-effective to buy such stocks.

For example, Tongli cement, the lowest point in 2oo5 is 1.31 yuan, and the lowest point in 2oo8 is 4.o1 yuan, the increase is only about 3 times, which is obviously more cost-effective than the 4.7 times increase in Baotou steel rare earth, and the main quilt is also stricter, and the desire to rebound the market to seek self-help is also stronger.

Because of this, in the rebound some time ago, Tongli Cement bravely charged with the help of 4 trillion yuan, and rose from 4.o1 yuan to 7.9o yuan in just over half a month, an increase of nearly double, far greater than the increase of less than 5o% in the same period of Baotou Iron and Steel rare earth.

All in all, Qi Fei believes that in the bear market in 2oo8, the stock price bubble of Baotou Steel Rare Earth has not been squeezed out, and the main force is still eating the old capital, and is not in a hurry to pull up the stock price, so the room for growth in the future market will not be too large.

However, Ding Xu has always been unswerving that Baotou Steel rare earth can be worth the current price, and will continue to appreciate sharply in the future, and it is worth owning for a long time.

What made Qi Fei depressed was that the point that Ding Xu used to refute him was the point he had once instilled in Ding Xu - the strong will always be strong, and the weak will always be weak.

Ding Xu believes that the last round of bull market market rose more than six times, and Baotou Iron and Steel rare earth can rise 26 times, which is far more than the increase in the market in the same period, which shows that the main force is very strong. In this round of bear market, the decline of Baotou Steel's rare earth has always been similar to that of the market, which shows that the main force has a strong ability to control the market and is unwilling to let the stock price fall back to its original position. At present, the stock has been successfully washed, and after that, it will repeatedly fluctuate to the upside, and it may touch the 2oo7-year high again.

And those stocks that fell to near the low point of 2oo5 again in 2oo8 just show that the strength of the main force is not good, and they can't control the decline in stock prices, or they simply abandon the village and run away, and they will not re-enter the market until the stock price falls and cannot fall.

Therefore, from the point of view of technical indicators, Baotou Steel Rare Earth is a typical strong stock, and the future increase should be greater than that of Tongli Cement.

And more importantly, now is the era when resources are king, Baotou Iron and Steel rare earth masters the source of rare earth resources and deep processing technology, which is completely different from the cement that any small cement manufacturer can produce, which is also the reason why Baotou Iron and Steel rare earth is stronger than cement stocks.

As the saying goes, once the sales of rare earth products are opened, or the rare earth technology makes a breakthrough and can produce high-precision rare earth products, then the performance of Baotou Steel Rare Earth will advance by leaps and bounds, and the stock price will soar all the way.

What's more, Baotou Iron and Steel Rare Earth belongs to Baotou Iron and Steel Group, which has a large number of rare earth resources such as tailings pond and West Mine, and it is possible to inject these rare earth assets into Baotou Iron and Steel Rare Earth in the future. In this way, Baotou Iron and Steel Rare Earth can transform from a rare earth processing enterprise to a rare earth resource enterprise, with unlimited prospects!

If this can be achieved, coupled with a wave of small bull market, it is possible for the stock to rise ten times or eight times.

"These are assumptions! If these imaginary benefits are not born, the stock price of Baotou Steel Rare Earth will be difficult to rise! I am more optimistic about the cement infrastructure and power sectors, because this is a positive thing for the future. It's just that the cement infrastructure was speculated some time ago, and now the tide is ebbing, so I think the key investment opportunities next year should include the power sector. ”

Qi Fei began to talk about his views, "Recently, a number of agricultural power transformation and key power transmission and transformation construction projects have been revealed, all of which are part of the 4 trillion investment plan, which is a medium and long-term benefit to the electrical industry with strong certainty, and this investment opportunity should not be ignored." And since it is necessary to stimulate domestic demand and the industry to recover its prosperity, the amount of electricity will inevitably increase significantly, so the power sector will directly benefit, and it should benefit more directly than the coal stocks you said. ”

"So which stock are you optimistic about?" Ding Xu asked.

Qi Fei seemed to know that Ding Xu wanted to fight with himself and compare Baotou Iron and Steel rare earth with the cattle stocks he chose, so he avoided talking about it and said vaguely: "I won't say which stock specifically, you can study it yourself, but it is best to choose small and medium-sized board stocks with advantages in technology, no more than 200 million in circulation, and no more than 1o billion in market value, in addition, indicators such as return on net assets and gross profit margin of products are best above 3o%." It would be better if the major shareholders had good market public relations and control ability, so as to ensure that they won more bids and large orders. In the next ten years, such a listed company is expected to maintain a compound annual growth rate of more than 3o%, becoming a long-term bull stock. ”

"Has the power sector been launched recently?" After pondering for a while, Ding Xu asked.

"There are already signs of starting, Kaidi Power pulled 11 positive lines some time ago, directly from more than three to more than six, which fully stimulated the popularity of the power sector." Qi Fei replied.

"Okay, you are optimistic about the power sector, I am optimistic about the rare earth sector, it seems that only the market trend can be used to verify which sector rises well." Ding Xu replied helplessly.

Ding Xu and Qi Fei are both relatively confident people, and they each have a set of logical and rigorous basis, so they have never been able to convince each other, and can only agree to verify it with future trends.

So Ding Xu bought Baotou Steel rare earth a few days ago, but Qi Fei never wanted to buy it, and he has been waiting for the emergence of new hot spots in the market. And now, Qi Fei seems to be ready to choose a power stock to enter the market for short-term.

However, this is also in line with Ding Xu's mind, and he is more inclined to do short-term and grasp short-term market hotspots for the money in the cooperative account, so as to improve his short-term operation skills and learn Qi Fei's trading ability.

This night's discussion on the market relay plate, once it comes to Baotou Iron and Steel rare earth, Qi Fei is not good to say anything more in the group.

After all, this is to discuss this issue in the miracle group where everyone has bought Baotou Steel rare earth, if this stock is not good, Qi Fei is worried that he will be completely drowned by everyone's spit.

"Don't fall in love with stocks, don't be obsessed with stocks that have made money in the past!" Thinking about it, Qi Fei could only remind him in a private chat.

"Understood, thanks for the reminder. However, I just want to fall in love right now. Ding Xu replied seriously.

Qi Fei lit a cigarette and smiled, but didn't think much about it.

Qi Fei naturally didn't know that this sentence was Ding Xu's heart, because he never imagined that an aerobics this weekend would change Ding Xu's life.

Life is full of so many accidents, which is why it is even more exciting.

At the same time, there are many causes and effects in life, and these causes and effects are made up of inconspicuous little things.

If Ding Xu didn't speculate in stocks, he wouldn't have taken his father to speculate in Tongli Cement, and there would have been no conflict over the 100,000 yuan loan later, and Ding Xu wouldn't have persuaded his father to quit smoking. And if his father didn't quit smoking, Ding Xu wouldn't have gone to square dancing, and he wouldn't have met Tao Xia......

Thinking from another angle, if Ding Xu didn't speculate in stocks, he wouldn't have established a miracle group, he wouldn't have learned about the special method of quitting smoking from his group friend 88Lxs, and he wouldn't have persuaded his father to quit smoking, so he would accompany his father to square dance......

In short, the cause of stock speculation is destined to be the result of acquaintance.

Two words, fate.

………………………………………………

(Today's holiday, I wish everyone a happy Chinese Valentine's Day, in pairs, and all wishes come true (the word "love/person" is also sensitive now, just like the poor Cowherd and Weaver Girl, who must also be separated by a galaxy so that it will not be blocked). In the future, whenever there is such a festival, please dress up your male compatriots, go out to pick up girls or go shopping with your wife, and don't stay at home in front of the computer to read stocks and novels.

In addition, some book friends said that the fan value is o,Ask me if I can add fan value if I don't recharge and reward,Yes,The simple way I know is to pull the book review area to the bottom,There is a "View all book reviews in the discussion area",Click "Daily sign-in" in the upper right corner,Fan value will be added by 1,A little further down,You can also "receive rewards" in the recent rewards,You can add different fan values。

I'm a person who likes to be lively, so I like to read book reviews. Even if I go on a business trip, I will read all the book reviews when I come back and try to reply. It's just that sometimes it's too busy to add code words at work.,Plus sometimes the system is slow.,There are a lot of replies to book reviews that are done by the Jade Shadow moderator.,Please be considerate and communicate more.。

Finally, I recommend an urban ability book "The Falling Immortal" by stockholders and book friends, ISBN 3O4O284, there is a link below. The author Wei Gongzi is shocked, that is, the party in the group hates less...... )

[bookid=3o4o284,bookname="The Fallen Immortals"]

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