http://www.zelec.info/cht/upload/pdf/monthly_factsheet.pdf
今年表現很好的zelec fund
12月very very conservative
換入港鐵，兩電做五大
可有啟示？
2011年12月25日 星期日
2011年12月5日 星期一
2011年11月19日 星期六
USA consumption stocks
點解美國經經濟咁差，但wal-mart,
actually from high end to low end, many USA consumption stocks are very strong, isn't it very strange when we are in bear "market"?
so far, my guess is the low ended good companies are good in economic bad times, like 大家樂。and the high ended companies are good because of the growth of Asian market. so it explains why the former is stronger in these weeks
actually from high end to low end, many USA consumption stocks are very strong, isn't it very strange when we are in bear "market"?
so far, my guess is the low ended good companies are good in economic bad times, like 大家樂。and the high ended companies are good because of the growth of Asian market. so it explains why the former is stronger in these weeks
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