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Man to fit environment - enigma

qqq3
Publish date: Mon, 27 Aug 2018, 10:19 AM
qqq3
0 148
"people want to invest, they want to be successful.......they need to have big dreams, and grit....and of course, knowledge and mind set."

Following KYY enigma on Lion Ind , I also got my own enigma.......

 

 

Man to fit environment.....
 
Looking at the environment....
-trade wars
-possible ringgit weakness
-budget tightening
 
It's time to relook 2015 plays...the export plays that gave the multiple baggers earlier
 
Its only logical, export plays where I want to put my money.......
 
But look further, the ones I like all PE 25 -30......then how?
 
companies I like......  Vitrox, Elsoft, Gtronics, D&O, Penta, 
 
All high PE already......Other people smarter than me, earlier than me........then how? 
 
 
Vitrox, Elsoft, Focus Lumber.....I got earlier........
 
 
You can hunt in the low PE steel sector or in the high  PE exports sector ....exports theme with China relocation stories even.....stock market....no shortage of enigmas.
 
 
Talk is cheap. People can talk all they like....stock market is about resolving enigmas.........stock market is about choices.
Discussions
Be the first to like this. Showing 10 of 10 comments

qqq3

this Gtronic....looks like Elsoft repeated....going to annnounce very good results this week

2018-08-27 13:33

qqq3

if not export shares, what else?

the low PE shares?

2018-08-27 13:34

qqq3

if not export shares, what else?

Follow Buffetology the Buffalo and be Value Investor , buy and hold forever?

2018-08-27 13:37

qqq3

if not export shares, what else?

look at Gtronic, Vitrox, Elsoft....actually most export shares.....

2018-08-28 11:36

qqq3

if not export shares, what else?

Follow Buffetology the Buffalo and be Value Investor , buy and hold forever?

trade la...Gtronic...come results coming....

2018-08-28 11:37

qqq3

if not export shares, what else?

Follow Buffetology the Buffalo and be Value Investor , buy and hold forever?

trade la...Gtronic...good results coming....

Hibiscus...fierce la....

2018-08-28 11:38

qqq3

want to super investor? firstly, its about character and habit......like KYY....including persistence, bite it by the teeth, stubbornness, right makes a lot of money, wrong....then another story la......

2018-09-04 14:10

qqq3

from the above...damn good
9. ‘I Must Be A Value Investor’ Bias
Value investing has become quite a rage these days and it seems fashionable to be a value investor. While value investing as a concept is quite loosely defined, it’s surely the most abused. So many people I see first decide to be ‘value investors’ and then get into investing.

One must appreciate that there are different ways of earning money from the markets. While investing (and its forms) is one, trading, speculation etc. are also there. Don’t force yourself to be a ‘value investor’.

Without understanding what appeals to you, what you can identify with, if you decide to do something, results will not be optimum. Understand yourself, then decide. Not the other way round!

Value Investor, Be Aware
Well, there you have it. These were some biases I think value investors face. I do not claim that all of these biases are undesirable and should be avoided. Some of them are very much desirable, depending on the kind of investor you are. But what is important is to recognize these biases, identify whether a bias exists in yourself, and watch and monitor it carefully.

Awareness of these is critical. See to it that it doesn’t cloud your decision-making process.

Cheers and happy (value) investing!

2018-09-04 14:12

qqq3

Without understanding what appeals to you, what you can identify with, if you decide to do something, results will not be optimum. Understand yourself, then decide. Not the other way round!

me? I am proud to be a trader.....although with my knowledge and skills, I can identify good investments from a mile away.

2018-09-04 14:14

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