Similar train squad" rates are being paid to a couple of undrafted rookies who have been on their respective teams' NFI account since the begin of training camp.



Running behind Jonas Gray tore his ACL during his final season by Notre Dame and signed a three-year, $1.44 million contract with the Miami Dolphins on May 4 Gray namely earning $5,700 per week meantime on the NFI account and returnedbuy nfl jerseys cheap to train two weeks antecedent Undrafted neophyte aggressive tackle Markus Zusevics received a $13,000 signing bonus aboard May 10 from the New England Patriots, who are paying the former Iowa standout $5,700 per week for he recovers from a torn pectoral muscle is he suffered during the 2012 scouting combine.

Falcons safety Matt Hansen ruptured his patella tendon meantime working out among late June and nbuy nfl jerseys cheapamely never earning a salary from the team meantime he rehabs his injury.

Two More Players Earning Increased Salaries On Practice Squad

Last month, Shutdown Corner reported is the New England Patriots are paying practice squad spacious recipient Greg Salas , and is the St. Louis Rams were paying increased salaries to practice squad offensive linemen Brandon Washington and Ty Nsekhe. Two more practinfl jerseys factoryce squad players can be additional to the additional salary"account.

According to NFLPA base salary information, the Washington Redskins are instantly paying exercise squad aggressive tackle Tom Compton, a 2012 sixth-round elect out of South Dakota,because whether he were on the 53-man roster. Compton had been earning $5,700 per week forward the club appended namely to $22,941 per week among mid-October. http://clarenovascotia.com/doc/Last week, the San Francisco 49ers increased the exercise squad salary of train squad aggressive tackle Al Netter, paying him the $22,941 he'd acquire because if he were on the 53-man roster. Undrafted out of Northwestern, the 49ers gave Netter a $7,500 signing bonus on May two.

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毛羽:如何把握行业轮动?

发布者: admin 日期:2009-07-12 作者:admin 查看评论

毛羽:如何把握行业轮动?

一、经济危机是福是祸?

最近我一直在思考一个问题,经济危机对我们有影响吗?如果有影响的话,到底是什么样的影响?这种影响将如何反映到我们的股市上?

经济危机对中国的影响,我认为可以类比为亚洲金融风暴对美国的影响,伤及皮毛而不动筋骨。相反,危机反而刺激了中国经济结构的加速调整。经济增长结构是中国经济发展转型的一项重大方针,政府在危机之初采取了各种的尝试,从4万亿投资,到汽车消费减税到家电补贴下乡,最后发现,在所有这些刺激内需的经济计划中,还是房地产作用大,原因很简单,一是房地产的高杠杆效应,能快速盘活银行资产,二是房地产消费的确是对内需刺激上够份量,试问老百姓买一套房子等于买多少台轿车?更别说家电了,土地对政府财政收入的贡献就更不用提了。实践将证明本轮危机中采取的非常规的货币政策措施对保增长,调结构,促内需起到了巨大的作用。

调整经济结构是政府长期追求的一个目标,但前几年由于外需的旺盛,政府是欲下手而不能,但经济危机一来,这个方向竟然顺理成章的转过来了,已经初步取得成功,历史将证明,这场百年不遇的经济危机对中国的影响是积极而正面的。

对股市而言,房地产内需消费的拉动直接受益的行业是钢铁、建筑、工程机械、煤炭等内需行业,而这些行业,正是我前几周在《左道财门》节目中一直强调的行业。

但是,调整经济结构也是要付出代价的,那就是我们的老百姓不得不继续忍受高房价,这和当年日本高速发展时期,日本本土居民购买日本车要比美国人买日本车更贵同出一辙,彼时是寡头垄断,此时是国家战略。

二、下阶段的股市会如何演绎?

我一直认为,6124点到1664点的下跌是三个因素造成的,估值泡沫、大小非减持和金融危机。其中,07年10月到08年3月,从6100点到4400点的第一阶段下跌,是估值泡沫的破裂,市场的平均PE从47倍下降到36倍;08年3月到08年8月,从4400点到奥运前的2800点的第二阶段下跌,是大小非减持因素所造成的,市场平均PE从36倍下降到19倍;第三阶段下跌则是受金融危机影响,市场平均PE从19倍下降到13倍。(见表)

熊市三大阶段

现在再回头看这些影响市场下跌的因素,金融危机的影响已渐式微,大小非在充沛的流动性前杀伤力已经荡然无存,现在的估值恢复到金融危机甚至是大小非因素之前,是很容易理解的。(如图)考虑到全流通后的市场环境变化,以及金融危机带给不同行业的企业盈利结构的变化,市场PE均值恢复到36倍,即指数在此基础上再上涨10~15%,达到3400~3600点,也是可以接受的。如果业绩改善明显或在流动性过剩情况下出现轻度泡沫化,指数上涨可能更高。

剔除金融危机影响的股市

三、把握行业轮动

在经济全面复苏的预期下,行业就会产生轮动效应。前期涨幅过大的大盘股又成了横盘股,现阶段首先要挑选基本面有亮点,前期已经横盘一段时间的公司,很多公司,经过2个多月横盘后周四放量突破,化工、化肥等前几个月横盘不涨的行业,也开始启动,经济恢复的花朵会在不同行业中轮流绽放,前期不涨的,下一阶段可能就轮到了。如果经济持续复苏,货币投放持续宽松,这些花朵就会持续绽放,相反,花儿可能只是昙花一现。但目前的情况,前种可能性是远大于后一种可能了。

最近三个月处于横盘状态,基本面有亮点的十三家公司。为了不扰乱市场,具体

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