高盛周五已升到178,和筆者的短期目標價180美元相差不遠。由於大市在過去兩個月不停上升,從未調整,投資者宜變得保守。有獲利貨可考慮套現,或做套戥。
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標普500終於明顯突破1150,但整個大市已累積不少獲利貨,投資者應設止賺價。Research in Motion(RIMM)走勢疲弱,有機會下跌回補前周的周線圖上升裂口,約69-70美元左右。
Pros Say
Published: Monday, 29 Mar 2010 | 11:14 PM ET Text Size By: CNBC Mobile
Bove Says Buy Citi Now, Raises Price Target
The US government will probably be able to sell its stake in Citigroup without disturbing the market too much, Dick Bove, banking analyst at Rochdale Securities, told CNBC Monday.
Bove changed his recommendation for the stock to a "buy," saying the sale of the Treasury Department's stake was already priced in.
Until now, Bove had advised investors to wait for the unwinding of the government's 7.7 billion shares before buying the stock.
"I think the mathematics work out that (the government) probably can get rid of the stock without shaking the market too much," Bove told "Squawk Box."
According to traders, around 800 million shares change hands each day, so the government could sell about 8 to10 percent of its shares each day, he explained, adding: "by September or October they should be out of the position."
Even though Citigroup is likely to lose money over the next two quarters, investors should watch the bank's fundamentals, which are good, and should start buying it now, Bove said.
"Up until my customers started banging on me a couple of weeks ago, I was saying wait until the government get out of the stock," he said, explaining his changing of view over the best time to buy the bank's stock.
"But they kept saying that this thing is so well known that it's in the price of the stock, that it will be possible to get rid of the stock over a long period without shaking the market," Bove added.
He upgraded his stock price target for Citi as well, from $7 on March 10 to $8.50 and reiterated his opinion that the part of the bank that will survive after a restructuring process has earning power of 70 cents a share.
CNBC has learned that Morgan Stanley has won a hotly-contested competition among Wall Street investment banks to be the underwriter and advisor on the sale of the U.S. government's stake in Citigroup, one of the biggest stock sales in history.作者: 何鸿燊 时间: 2010-4-5 16:46 标题: 美國細價股回吐在即
[2010-04-04]
撰文: 童松興
上周日本欄《RIMM舉步維艱》指出: 「Research in Motion(RIMM),日線圖CMF在零點以下向下走,並不是好現象。MACD已跌穿支持位,逐級向下。Full Stochastics亦已破關。三條平均仍可保持不失。周線圖上,OBV出現負逆差,MACD已輕微向上突破,Full Stochastics已升抵阻力位。綜合兩張圖表,好淡訊號紛陳,但偏淡。RIMM前數周有大好跡象,但貨源充足,每每趁高出貨,股價舉步維艱,這點最令人擔心,未敢看好。」上周RIMM公佈業績,低於市場預期,周三晚場外市場曾一度下跌到68.5左右,大跌8%。按圖表計,RIMM以後數周還會繼續調整,短期底部在60美元左右。
這個星期看Russell 2000 Small Cap Index (RUT),這是美國細價股指數,由於包攬了2000隻股票,所以十分有代表性。日線圖RSI(A)升近70,值得留意的是比金融海嘯前的好景更強勢。MACD(B)已突破向上。Full Stochastics(C)則已破支持位向下。三條平均仍可保持不失。RUT已升破650重要關口,目前在684左右,但700點左右(D)便是強大阻力區,筆者不相信它能突破。