User Research/Opinions   

my opinion

Amitabha. . . . . . . .

gregorsamsa      ( Date: 31-Dec-2009 14:37) Posted: created a list of 2009 loser stocks  can check it out at http://sgxstockpicker.blogspot.com/  2009 was a great year for stocks and lets hope 2010 will be better...

 

Just buy S chips in SGX  TODAY ONWARD, YOU WILL BE MUCH MORE REWARDING BEYOND YOUR OWN EXPECTATION!

gregorsamsa      ( Date: 03-Jan-2010 18:35) Posted: http://sgxstockpicker.blogspot.com/   updated... i would like to wish everyone a good 2010 for stock investing. I hope you guys dont buy too many "hot stocks" or else might get burnt... ignore all those speculative plays and go for sound businesses

 

http://sgxstockpicker.blogspot.com/

 

updated... i would like to wish everyone a good 2010 for stock investing.

I hope you guys dont buy too many "hot stocks" or else might get burnt... ignore all those speculative plays and go for sound businesses

 

   CODE COMPANY
1 5GO FM HOLDINGS
2 Y62 SINO ENVIRONMENT
3 Z04 ZHONGHUI HLDGS
4 O57 OMEGA NAVIGA 50
5 5IH FASTUBE LIMITED
6 J09 JURONG TECH
7 M67 CHINA PRINTING
8 B15 BEAUTY CHINA
9 I07 ISDN HOLDINGS
10 597 NEL GROUP LTD

 

created a list of 2009 loser stocks

 can check it out at

http://sgxstockpicker.blogspot.com/

 2009 was a great year for stocks and lets hope 2010 will be better...

 

becareful about delong and transcu, too many dilutive issues.... as well as all the dual listing and RTO and green energy companies...

 once next year comes, theses stocks will probably fade from your memory as quality becomes the flavour of the year..

 get into food plays as well as inflation is imminent.. Indoagri should be better than the other CPO plays but remember a rising tide always almost lifts all boats...
http://www.sharesinvestment.com/articles/505396/

 

updated. now i think i have to update via thread liao since the good space has been given to a PR firm for listed companies... 

gregorsamsa      ( Date: 04-Oct-2009 18:39) Posted: I have updated it with my latest research on the STI and I seek comments and opinion  its at www.sgxstockpicker.blogspot.com

 

del monte is a stock to look out for. the stock has been hit by US$100m lawsuit plus bad weather conditions in Philippines but their fundamentals remain intact and they have been engaging in brand building..

 etika has also been surging i think due mostly to insider exercising their warrants and options for the 2 cents dividend...

 

wont update my portfolio for sometime but do browse through my archives

 

cheers

 

updated.. there's more stuff than last update

 

portfolio is updated while added something on Gold ETF

 

I have updated it with my latest research on the STI and I seek comments and opinion

 its at www.sgxstockpicker.blogspot.com

 

agree with ur last para.

jeremyow      ( Date: 30-Sep-2009 12:06) Posted: Yes. I agree that the time of entry into the stock market is very important. When an investor overpays the market for any stocks bought at high price (e.g. during year 2007), he is really "paying a high price for his investment". An astute investor knows when to enter and when to leave the market. I am not referring to the context of short-term trading but of long term buy-and-hold investing. If the market is shouting out in euphoria supported by high valuations of securities, does one follow the crowd and join in the fun paying a high price for buying securities? It all depends on the investment philosophy of each investor. Some like to do regular investing over a time period to even out the shocks of the market. However, I adopt a wait patiently and only invest when securities are suitabily and attractively priced. This may mean forgoing any buying action in the market over months to years when securities are not attractively priced. However, when the chance for investment comes once in a while, I will bet heavily buying securities that are at low valuations. "The market is not always correct. When the time comes when the market priced securities at ridiculously low prices (e.g. during bear market), it is the time for some action. Otherwise, do nothing at all when times are not favourable. Have the fortitude to hold one's ground indefinitely and do nothing until chances strike again. Don't go against one's pocket by overpaying the market."

 

bumped up for updates  www.sgxstockpicker.blogspot.com

not the best of times today though

 

Yes. I agree that the time of entry into the stock market is very important. When an investor overpays the market for any stocks bought at high price (e.g. during year 2007), he is really "paying a high price for his investment". An astute investor knows when to enter and when to leave the market. I am not referring to the context of short-term trading but of long term buy-and-hold investing.

If the market is shouting out in euphoria supported by high valuations of securities, does one follow the crowd and join in the fun paying a high price for buying securities? It all depends on the investment philosophy of each investor. Some like to do regular investing over a time period to even out the shocks of the market. However, I adopt a wait patiently and only invest when securities are suitabily and attractively priced. This may mean forgoing any buying action in the market over months to years when securities are not attractively priced. However, when the chance for investment comes once in a while, I will bet heavily buying securities that are at low valuations.

"The market is not always correct. When the time comes when the market priced securities at ridiculously low prices (e.g. during bear market), it is the time for some action. Otherwise, do nothing at all when times are not favourable. Have the fortitude to hold one's ground indefinitely and do nothing until chances strike again. Don't go against one's pocket by overpaying the market."

 

I agree with you. Stocks rise at different rates, but when people take their money out from equities, all stocks fall equally. Nonetheless, it is better to be lucky than to be right.

While you cannot get out of the market at the right time all the time, there are tell tale signs of a Bear market, that should signal to you to get into cash. The plunges are always sharpest at the later stages of any bear market. Why is that so, no one really knows.

 

Having been through 2008, i think everybody knows that good, boring stocks with stable dividends can also drop by 50%, and have their dividends cut as well. It takes a hugh conviction to hold a few good stocks for long term investment, even if they are perceived to be the most stable ones and provide quite consistent dividends, with high eps, and show consistent growth. Compare the fortune of someone who came into the market in 07 and another in 08. What a different a year makes.

jeremyow      ( Date: 28-Sep-2009 16:08) Posted: 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.

 

" Don't trade but invest!"

Yes, you are right, but investing makes sense only if one has bought at a low price...

If one buys at a relatively high price, the returns are limited, but the potential losses are great...

 

haha.. thanks for support.. anyway tonight Dow go up so much i think tomorrow all the illiquid stock can bump up slightly..

 

a bit out of topic but Memstar has shot up so much already...

 

I only have your A stock in my portfolio. Cheers !

 

nah... i don' trade and i quite agree with your statements.. will look at short term trades when i have a higher amount of capital generated from elsewhere