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my opinion
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jeremyow
Senior |
28-Sep-2009 16:08
Yells: "Passionate business investor" |
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Agree with Hulumas.......It is good to have a stable portfolio of a few good stocks that are held for long term investment (these stocks are perceived to be the most stable ones and provide quite consistent dividends since their earnings per share are high and show consistent growth, supported by their established businesses). One can consider using only any excess funds on top of the funds invested in a stable portfolio for trading purposes. So, more funds invested for long term in good boring stocks (say 70 to 80% of total capital) and only 20 to 30% of capital is for short-term trading to potentially boost the returns. Even if the trades make losses, it will not hurt the core capital already invested in stable stocks. One is only down at most by 20 to 30% of total initial capital. Always adopt a risk adverse attitude to conserve one's capital. Remember Warren Buffett's two golden rules: First rule is never to lose money. Second rule is to not to forget rule number one. As long as one does not lose money, the downside is already protected while the upside still has potential to make returns. |
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Hulumas
Supreme |
28-Sep-2009 15:49
Yells: "INVEST but not TRADE please!" |
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Don't trade but invest!
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gregorsamsa
Member |
28-Sep-2009 15:39
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slightly updated | ||
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gregorsamsa
Member |
26-Sep-2009 11:12
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Hey guys, I updated it with screen shot of my portfolio and stuff. Screen shots will be uploaded on a weekly basis every Saturday, I my schedule allows. Will cherish any comments or critique on my stock picks. http://sgxstockpicker.blogspot.com/ hope to hear your comments
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gregorsamsa
Member |
23-Sep-2009 23:35
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Asiatic Group I love the idea that it is generating electricity in Cambodia. It will take some time to figure out the real contribution of power generation to its top and bottom line. Financing is also an issue. Nonetheless, it has secured good partnership and it is a stock worth one year's wait to see if its potential is revealed. Biosensor's One of my speculative stocks. I think it is the only biotech stock in singapore. i am not certain that it is worth investing. my judgement tells me that its presence in china and its superior trial data makes it a good bet, till at least when there is a better drug eluting stent to siphon earnings from its cash machine. please note that it has bonds due to refinance in November. Elite KSB Very thinly traded stock. I like it because it is one of those boring stocks. heck, it is the only listed chicken processor that i know off. nonetheless, i know that the upside might be very limited. i see 26cents as the upper threshold. good management with clever acquisition. Etika international Should have seen it earlier. took notice when i realised that wilmar linked PPB group has a 5% stake in the company. thinly traded is also an issue but its revenue and bottomline look to grow exponentially as it tries to enter new markets. FJ Benjamin I borrowed $500 from my friend to buy 4 lots. I bought it blindly to follow cramer's advice of getting a retailer. in my opinion, its fortune traces the general stock market. i wish i had bought more of it but what it has done for me is sufficient. GMG Global this is my cyclical story. i like it for the fact that it has presence in africa. it has had a rights issue and its share price seems to be stuck at $0.105-0.110 range. My guess is that it is a stock that will have many cycles and hence opportunities to get in and out. Stratech Another speculative stock. It is less cyclical now and has that certain vibe around it. this recent acquisition will be held on for a year as well. its technology is good. it might not be the best but due to the fact that defence agencies do not like to change the platforms, should mean repeat customers for its intelligent vision technologies. TPV Tech manufacturing LCD monitor and television. I hope it does not become another RCA. will have to watch and monitor the trends in television sales. the challenge from plasma is not there but LED becoming cheaper might give it a run for its money. UOB-KH I had only the money to buy this financial. I think im going to keep it for a while for its attractive dividend yield. |
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gregorsamsa
Member |
22-Sep-2009 17:58
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And if there's anything i should add do let me know. I'm more predisposed towards market timing (Kenneth Fisher style) and good old Peter Lynch stockpicking. cheers |
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gregorsamsa
Member |
22-Sep-2009 17:49
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hey guys... I will be sharing my opinions at the blog http://sgxstockpicker.blogspot.com . Do feel free to trash my ideas if you think they are crazy. Would love feed back. Sincerely gregorsamsa |
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