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说一个基本面选股的思路


第一种：还没有启动的new sector的龙头股，最好是管理层受到机构和媒体追捧的，譬
如年初的TSLA以及A股的乐视网，TSLA去年年底就在我的QQ群里喊过all in，板上的
information大牛可以作证。
第二种：改变Business Model，有扭亏趋势的，譬如BBY，DANG，大家可能不知道，
DANG在上半年改变了business model，从以网上书店为主转型服装销售，并且在淘宝开
店，如果看过CEO李国庆的访谈就知道，他花了3个月时间打通供应链，底气很足，而且
服装从出厂价到终端售价利润在8倍以上，所以DANG的转型值得期待，今年下半年的涨
幅大家也都看到了。
第三种：经营良好股价低于bookvalue并且有稳定分红的股票，今年3月的时候我给一些
朋友推荐了SB这个股票，虽然ticker很不吉利，当时它的股价才3块多，但是
bookvalue就有6块多并且分红稳定，所以我认为它的股价涨上去只是时间问题。

这三种类型的股票我认为风险是比较小的，但是需要hold比较久才能看到高回报，大概
1-3个quarter的样子吧。大家可以作为参考，just my 2 cents，有说的不对的地方请
多指教。
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