| 多谢道兄 | ||||||||||||||||||||||||
| 送交者: mengtt 2009月08月12日21:27:49 于 [世界股票论坛] 发送悄悄话 | ||||||||||||||||||||||||
| 回 答: mengtt兄，你的SLM看起来很吸引人啊。 由 道友 于 2009-08-12 21:06:11 | ||||||||||||||||||||||||
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我就是在美国读的本科。当时有学生贷款，我就借了２０００美元试试玩玩，反正没有利息。SLM就是贷款公司。 然后我工作了，每个月还几十块。
SLM的Business Model 很吸引我，我的同学有的在大学 Financial Aid Office 工作，SLM一般都是首选。所以我知道一定可以。 可是最近奥巴马可能不让SLM 作学生贷款了。这样，我就有一点担心。 有消息说 Bank of America 刚刚逢低买进很多。 也有消息说 2011 的PUT 大部分都是GS 买的
如果要是有那位高人可以指点迷经，本人感谢万分。 President Obama enacts his plan to end federal subsidies to student-loan providers. Sallie Mae jumped onto our 'most active by options volume' market scanner following bearish activity in the January 2011 contract. Shares of SLM are down nearly 2% to stand at $8.70. More than 37,000 put options were purchased at the January 2011 2.5 strike price for an average premium of 44 cents apiece. Perhaps the traders responsible for the put action expect shares of SLM to suffer after President Obama enacts his plan to end federal subsidies to student-loan providers. Shares would need to plummet 76% through the breakeven point to the downside at $2.06, before investors begin to realize profits. It is possible, on the other hand, that traders are less bearish on SLM than they appear. If it is the case that investors are long underlying shares of the company, they may simply be picking up relatively inexpensive out-of-the-money puts to protect themselves in the event that the stock implodes by expiration. |
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