大盤在希臘問題解決前，大約是不會有進展了。我就繼續握著現金，等買進的機會。

今天持續的沒有進出。不過...嘿嘿，克老今天開始了一個新的部位。迪士尼～DIS。呵呵，他做的分析和我差不多。摘錄一點他的分析:

"This is a diversified media and entertainment company with domestic and international theme parks, broadcast TV (ABC), cable TV networks (ESPN, Disney Channel, A&E), films (Disney, Pixar, Marvel) and consumer products. It has 75% of its sales in the U.S. and 25% outside the US – a mix we like. It just posted revenue growth of 6% year over year and earnings of 18% year over year. Network cable sales improved 12%, led by ESPN and Disney Channels, and it is now is in 167 global markets, up from 19 a decade ago. Advertising growth improved 6% at ESPN, and operating margins remained strong at 41.1%.

We believe margins will remain strong at this level. Parks and resorts posted 10% sales growth (11% U.S. and 6.6% International), with domestic attendance up 7% vs. 3% sequentially. Importantly, consumers spent 5% more this quarter from a year earlier. Again, this plays into our theme that lower oil prices will continue to lead to strong attendance and that spending and the company's higher ticket prices and lower capex will drive strong margin results and improve cash flow.

At the box office, the company was helped by the strong showing of "The Avengers" (validating the Marvel acquisition), which more than offset the weaker "John Carter" film ("The Avengers" is on track to gross $1 billion). The pipeline is strong and will see benefits in- home. For box office, cable and TV, we view the strong content as very powerful to the story, and that's why Disney can command higher pricing. To this point, ABC's scatter pricing is running 20% higher than last year, driven by ABC Family and XD. The company has bought 51 million shares in the last six months, or 3% of shares outstanding, and now that capex budgets have peaked, we expect further free-cash-flow generation and more buybacks ahead and a likely bump in its dividend in the December quarter."

嗯嗯，克老願意出$44.8買進迪士尼阿，真開心。

克老：

今日買入：

300 CVS@ $45.01

100 GIS@ $38.97

500 DIS@$44.82