主题：搞一个飞人推荐的股票扑周报，就当纸上炒股的周记…… -- 古狗肥腩死
仅以此帖纪念俺老球入市一个月。8月6日买进第一只期权 （呵呵，HOV啦）。初始资金两千五，今天四千二。
好好好，东风吹战鼓擂，咱们来比一比！！！
今天是2007-9-14。以下都是今天的收市价格，和与上次更新相比的涨跌。
HOV：$11.00 +$0.44
GM: $34.22 +$4.67
CRM: $46.38 +$3.17
NT: $17.09 +$0.15
2008年1月18日的扑的价格（BID）：
HOV：(Strike=$20) $9.10 -$0.40
GM: (Strike=$25) $1.00 -$0.75
CRM: (Strike=$35) $1.30 -$0.50
NT: (Strike=$20) $3.30 -$0.10
俺们捡来的$6400先价值为：
(9.10 + 1.00 + 1.30 + 3.30) X100X10 = $14700
嗯……GM大反攻了，CRM也在皮痒，要不要搞它们一搞？下周而出是否减息的新闻，不知该如何是好中……
三个月以来的走势图：
Next week will be dramatic. If Fed reduces the interest, put options will plunge, and we can buy more of them cheaper. If Fed keeps the current rate, the stock will plunge, and we can see our number soaring. Fed is not the only player. GS, BSC, ML , Citi, will release their quarterly report. All of them got hit, it is just a matter of how hard they are hit. Yesterday, GS's Global Alpha hedge fund report 12% loss, the biggest loss since its inception. What a wonderful world.
I lose heavily yesterday and today, but I am still confident. I even play a little bet on CFC Sep Put. They are down 50% in a day. But if Lao Ben give me some luck, they will jump up.
when it slided to 10 bucks a few days ago. I was thinking about loading up a few hundred hov sept 12.5 call, but didn't pin down this gamble. I also closed BSC puts yesterday with only a wee bit profit. I'm still holding a big position in BZH. No matter what's going on, i don't think they can weather the storm.
If hov rises up to 12 next week, i might enter some put positions again. It seems that hov may gyrate in this range for some time. On the other hand, i will get some BSC calendar put spread after FED meeting, as BSC is bound to fail in its 3rd quarter report thus it seems to be a winning play with high probability.
With the FED rate cut, it may climb a few dollar more, and enter very high position, and it is great to short it. Without rate cut, we may miss the opportunity before its plunge.
I lose small amount of money on BSC put but wasted almost 2 weeks. But I learned a lesson not to buy put that is too deep out of money.
今天是2007-9-21。以下都是今天的收市价格，和与上次更新相比的涨跌。
HOV：$12.30 +$1.30
GM: $34.94 +$0.72
CRM: $46.25 -$0.13
NT: $16.43 -$0.66
2008年1月18日的扑的价格（BID）：
HOV：(Strike=$20) $7.90 -$1.20
GM: (Strike=$25) $0.70 -$0.30
CRM: (Strike=$35) $1.10 -$0.20
NT: (Strike=$20) $3.80 +$0.50
俺们捡来的$6400先价值为：
(7.90 + 0.70 + 1.10 + 3.80) X100X10 = $13500
嗯……真的减息了，还一口气减了两码！但是似乎牛市的劲头没有持续下去的洋子……
三个月以来的走势图：
今天是2007-9-28。以下都是今天的收市价格，和与上次更新相比的涨跌。
HOV：$11.09 -$1.21
GM: $36.70 +$1.76
CRM: $51.32 +$5.07
NT: $16.98 +$0.55
2008年1月18日的扑的价格（BID）：
HOV：(Strike=$20) $9.10 +$1.20
GM: (Strike=$25) $0.42 -$0.28
CRM: (Strike=$35) $0.60 -$0.50
NT: (Strike=$20) $3.40 -$0.40
俺们捡来的$6400先价值为：
(9.10 + 0.42 + 0.60 + 3.40) X100X10 = $13520
嗯……GM和CRM都大反攻了，要不要狠狠地烧一烧它们呢？
三个月以来的走势图：
今天是2007-10-5。以下都是今天的收市价格，和与上次更新相比的涨跌。
HOV：$12.46 +$1.37
GM: $38.20 +$1.50
CRM: $53.23 +$1.91
NT: $16.89 -$0.09
2008年1月18日的扑的价格（BID）：
HOV：(Strike=$20) $8.00 -$1.10
GM: (Strike=$25) $0.32 -$0.10
CRM: (Strike=$35) $0.45 -$0.15
NT: (Strike=$20) $3.40 $0.00
俺们捡来的$6400先价值为：
(8.00 + 0.32 + 0.45 + 3.40) X100X10 = $12170
嗯……难道就这么牛牛不休下去了？十月底到十一月初是房建商和金融股的集中季报时间，莫非有所期待？
三个月以来的走势图：
这个CRM一路看涨,为什么不卖掉呢?
关于CRM的一些消息,望大侠们指正.
我想大家也许了解SAP吧. 好多(究竟有多少我不知, 反正我公司就用)公司的财务运销系统就是在SAP上运行. 但SAP以前的目标市场是大公司,好象是1,000人以上.SAP 的对手是ORACLE.但SAP的许多数据库用ORACLE 的东西.
SAP刚以4.8BILLION EURO 买下了法国的BUSINESS OBJECT,希望摆脱对ORACLE 的依赖.其实ORACLE 也想买BUSINESS OBJECT,但没有成功.
市面上与BUSINESS OBJECT相同性质的只有一家公司, CONGO, 加拿大的. 大家可以看看其股价.
上面这些于CRM 有什么关系?
CRM 目标是小公司,好象100~500人. CRM的运销软件是以INTERNET为平台. 打个个人的比方, SAP和ORACEL 是WINDOWS & OS,CRM 是LINUX.最近SAP也开始推出争对小公司的财务运销系统,但价格是CRM的一半!
有传闻MICROSOFT可能会买下CRM然后集成到WINDOWS 中.CRM P/E >1200, 仍然便宜(对MICROSOFT来讲).
看看LINUX跟了MICROSOFT这么多年, 就知道CRM 存在的必要.
不多讲了,资料在网上.无论PUT/CALL,都风险很高.
我个人恨透了SAP,但CEO们喜欢.
财务运销系统这个蛋糕是很大的.!