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种马哥恭迎您的到来

让我们一起将股市进行到底!个人观点,不供参考

 
 
 

日志

 
 

最近事情比较忙,今后来论坛会少点  

2015-03-09 21:03:51|  分类: 投资心得 |  标签: |举报 |字号 订阅

  下载LOFTER 我的照片书  |

但是有空一定上来

对后市坚决看好,至少5月初之前,主板的行情不会结束

6、7月份还是要注意一些系统性的风险

今年的主线就是国企改革,和二线制造业的复兴

马哥还是坚持满仓持有,有钱就买入,没有钱就观战

目前有钱就是人性,房地产的春天已过,所以游资不会再像以往那样大举进入房地产业

而股市的春天才刚刚开始,现在才正月,距离冬天还很远。

马哥还是坚持业绩投资为主,给业绩股站台,当然要选择行业龙头,选择具有世界品质的企业。

这就是为什么马哥买入海螺水泥的根本原因,海螺水泥,马哥关注N年了,在环保治理更加严格的当今,就是要把清洁生产能力超强的水泥龙头企业,因为必将关闭众多的不达标的水泥厂,这样对海螺水泥就是福音,最大的利好。陈洁宁和柴静已经为海螺水泥站台了!

安徽国企改革走得比较快,除非央企和上海国企,就树安徽国企了,上海国企涨幅不小,所以马哥选择安徽的作为标的筛选!

祝大家好运!

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学习使人进步,吸收才能提高;个人观点,不供参考!
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