我想飞

I say buy any dip and hold for a few months then you will laugh out loud.

Who laughs the last wins the world

我想飞

回复 5# qzhou3


    My bias is that financial will outperform SPY in the later half of the year. So far Financials were down for the year, which is a real shame.

My favorite BAC, MS, GS, AIG, etc.

Look at QIWI, great ER and dividends increased by 50% but still down big. I say buy buy buy

我想飞

回复 7# qzhou3

QIWI annual dividends now almost $2/YR, solid guidance, etc. I have no doubt it will be back to $50ish when the geopolitical stuff got ironed out.

Financials down I guess mainly due to tight regulation screening and cleaning up of the lawsuit related deals with DOJ. Should come to a close soon for most of them.

WFC should be good as Buffet likes it. C I do not have but some people like it.

I know August and September tends to be weak for the market. So take your time to shop for fun