[讨论] 耶伦说的那些小公司究竟是哪些？

oldhorse

“Some broad equity price indexes have increased to all-time highs in nominal terms since the end of 2013. However, valuation measures for the overall market in early July were generally at levels not far above their historical averages, suggesting that, in aggregate, investors are not excessively optimistic regarding equities. Nevertheless, valuation metrics in some sectors do appear substantially stretched—particularly those for smaller firms in the social media and biotechnology industries, despite a notable downturn in equity prices for such firms early in the year. Moreover, implied volatility for the overall S&P 500 index, as calculated from option prices, has declined in recent months to low levels last recorded in the mid-1990s and mid-2000s, reflecting improved market sentiment and, perhaps, the influence of “reach for yield” behavior by some investors.”
大家集思广益，列举列举。

我想飞

good question。就是那些PE很高的吧，公司股价远远走在公司收益前面的。

aimei

苯伯伯从来没有这样说的
奇怪

oldhorse

苯伯伯从来没有这样说的
奇怪
aimei 发表于 2014-7-15 15:37

    没人这么说过吧？有点管得太系的感觉。
fed只管政策就行了， 怎么还会说哪个公司不好。
要说找起来也容易， 大家在买股票的时候， 看看年初跌的，不要再买就行。
这个是线索：
despite a notable downturn in equity prices for such firms early in the year

tianfangye

没人这么说过吧？有点管得太系的感觉。
fed只管政策就行了， 怎么还会说哪个公司不好。
要说找 ...
oldhorse 发表于 2014-7-15 15:45

比较大嘴巴了点儿， 是这位大妈的一贯风格。
没有垄断优势小公司在竞争中处于不利地位。

风吹

各个股坛的最爱。 波动大。
远离股坛热门。

tianfangye

股坛是短炒散户的镜子离不开8：2定律， 多数亏损少数赚。
长持的则是另一个故事。。。

读读书

回复 1# oldhorse


MDVN应该算吧。。。