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2019-01-13 22:35 | Report Abuse
His strategy and mine same,pick those drop like shit last year,yet fundamental still OK can,which can rebOund.myeg definitely is one of it!
2019-01-13 22:33 | Report Abuse
果然是高手。这样的话别买 Index stocks....反而应该险中求胜利
2019-01-13 22:33 | Report Abuse
2019年1月13日
股票投资者在2018年中,无不焦头烂额;步入2019年,至今犹雪雪呼痛者,比比皆是。以“哀鸿遍野”形容2018年,并不为过。
然而亏掉的已无法挽回,如今来后悔,没有在股市巅峰时离场,那是事后孔明,于事无补,倒不如抖擞精神,重整旗鼓,策划绝地反攻,以期收复失地。
股市是一个筛子,在熊市所形成的震荡中,空而不实的谷粒将从筛孔中掉下去,在污泥中烂掉;惟有结实饱满的谷粒,才能留在筛子上,成为养育人类生命的粮食。在股市中,你是结实还是空虚的谷粒?
如果你意志薄弱,在股市中稍为受到挫折,若不是怨天尤人,就是心灰意冷,那你就是空心的谷粒,迟早被熊市的筛子淘汰掉成为股市失败者。只有意志坚毅,永不言败的投资者,才能成为股市成功者,因为他们是结实的谷粒。
所以,散户尤其是菜鸟,遇到像目前这样的熊市,不要惊慌,也不要灰心,因为熊牛交替是股市正常现象,数百年来都如此。股价无论跌得多么深,总有一天会回弹,长期来说,股市的趋势总是向上的,熊市只是向上途中的一个波折而已,无需惶惶不可终日,只需以平常心看待即可。
非常时期非常战略
相信我,下一轮牛市的高峰,必然高过上一轮牛市的高峰,你又何必忧心忡忡?
战争进入非常时期,必须以非常的战略应战,方能绝地反攻,扭转劣势,反败为胜。
以目前局势来说,“反向”是最好的战略。
在展望2019年时,股市评论员及基金经理,多数主张购买抗跌股,以策安全。这是防卫性的投资策略,好处是稳扎稳打,风险很低,坏处是此类尽人皆知的抗跌股,跌幅有限,有者甚至逆流而上,本益比则高达数十倍,有者甚至超过50倍。
如果股市复苏,这类股票能涨多少?如果涨了一倍,本益比高达100倍,你还认为本益比100倍的股票,是好的投资吗?除非是长期保持高增长,否则,本益比数十倍的股票,不可能是好的投资对象。
走险棋非盲目涉险
况且此类股票一有风吹草动,即使只是盈利略为受挫,也会触动股价暴跌,故本益比奇高的所谓“抗跌股”,也不如大家所想像的那么安全。
所以 ,我主张与其一味求稳,倒不如采取反向战略,险中求胜,绝地反攻,以收复失地。
如果船头怕鬼,船尾怕贼,一味求安全,该买时不敢大胆出击,试想输掉大半资金的散户,何时才能翻身?
但是反向是一步险棋,有些股票不是皮球,而是铁球,一跌下来,就永远不会反弹,因为他们没有复原的潜力,所以,险中求胜的反向战略是对的,但只能冒计算中的风险,不可盲目涉险。
选具复原潜力“残”股
投资之前必须对有关公司做足功课,衡量利害得失之后方可下手。如果以为凡是暴跌之后的股票都值得购买,那是盲撞,有违“反向”投资的精义,结果可能弄巧成拙,如跌落鳄鱼潭,尸骨无存,此非智慧投资者之所为也。
故具备复原潜力,是选“残”股时不可妥协的条件。
所谓“复原潜力”,是指有关公司所从事的行业有增长,而公司的产品有市场,只是受到外来不利因素的打击,短期受挫,不利因素消失后,公司的营业量和盈利,将恢复常态,股价也回升至过去的水平,投资者不但回本,甚至有盈余。只有坚毅不拔的反向投资者,才能反败为胜。
(关于反向投资法,请参阅拙作《30年股票投资心得》(2018修订版)第七辑《冷眼方程式》,第311页)
2019-01-13 22:26 | Report Abuse
Wah, both tyyap and tsh buying muda.
2019-01-13 20:53 | Report Abuse
Duit,stop talking to yourself
2019-01-13 17:39 | Report Abuse
Dragon. U ada dapat oku punya subisidy not
2019-01-12 20:03 | Report Abuse
So what kyy said in tyyap training
2019-01-12 19:59 | Report Abuse
Haha. Crude oil if ok then ok. Simple as tht
2019-01-12 14:38 | Report Abuse
More cheaper. Hahaha. Broken English
2019-01-12 09:55 | Report Abuse
0 64 is pe12. 5 of 1 quarter results. Wakeup guy
2019-01-12 09:54 | Report Abuse
Its problems of expectations
2019-01-12 02:25 | Report Abuse
Happy new yr raider bro! Let hope we huat this yr!
2019-01-11 23:26 | Report Abuse
Goh my bro, curutman is tyyap.search his name in fb. He is famous now,giving invt trainings.teach ppl stocks,how to leverage etc. Fundamental as beginning combined with technical. Otb is ta first,I guess he is fa first
2019-01-11 13:24 | Report Abuse
Intrinsic value is the good and transparent management team.!
2019-01-11 13:16 | Report Abuse
It wont be mistake. I told alredi long tine ago. Jaks debt too high, mgt lousy. Carimin is all opposite
2019-01-10 22:51 | Report Abuse
Soon, waiting article in sIALang
2019-01-10 22:25 | Report Abuse
Next article will be like this: why you should sialang CARIMiN
2019-01-10 18:08 | Report Abuse
hehe. just be patient. RM1.20 will be here for CNY BIG ANGPOW
2019-01-10 18:01 | Report Abuse
short term player taking profits
2019-01-10 13:38 | Report Abuse
Japanese are jokers. their own economic also slump. Downgrade to D then
2019-01-10 12:52 | Report Abuse
Myeg was my winner many yrs ago when i was in investlah. It makes me stock king for the year. History just seems to repeat itself now. Rm 2.50 by yr end? I dunno, or maybe more
2019-01-10 12:50 | Report Abuse
No harm mah. Even my old sifu listen others talk also. Investment life is a great and interesting one. We always tap foot happily to work. Lose money not my money, earn money i get my performance fees. Great right.
2019-01-10 12:38 | Report Abuse
Added a bit today. Avg cost rm0. 55. Thanks Mr. KOON. You the most kind person for investment world Malaysia. Thanks for cny angpow
2019-01-10 12:37 | Report Abuse
Wow. Breakout ah.... Great!!
2019-01-10 12:36 | Report Abuse
Continue hold,loss a bit. Soob
2019-01-10 12:34 | Report Abuse
Can lah. This stock totally misunderstood. And they managed to secure govt contracts. Thts really something.
2019-01-10 09:27 | Report Abuse
don't be afraid, slowly it will be RM2
2019-01-10 08:26 | Report Abuse
His arguments wrong. Pmi globally across all showing slowdown. The oil wont be tht high
2019-01-10 08:23 | Report Abuse
My real life biggest exposure still ekovest, follow by myeg, muda. Carimin i might consider adding more together with hibiscus for short term play on oil. Probably hold them few q to see results before next decisions
2019-01-10 08:20 | Report Abuse
Mr. KOON already openly admit his mistakes in Jaks. Let us move on lah. As many here told him jaks is dangerous with its debt and management, but anyway, investment is all abt risk management. I am happy to see mr. Koon realised his mistakes and make a comeback. So far, carimin still one of the best, besides hibiscus betting on oil. Another not to miss is still muda and myeg for me.
I have made tons of money from hengyuan in 2018,i think partly due to buying int created by Mr. Koon. Well, thank you. I wish your investment in carimin and hibiscus can be a great one too. No worry Mr. Koon, i guess with otb help you will be on right track and make a great come back! Cheers.
2019-01-10 07:10 | Report Abuse
Lol. Trade talk done. Global growth continue. Oil continue demand and supply. Cheers
2019-01-10 07:06 | Report Abuse
Oil up. Topup carimin tomolo
Blog: 绝地反攻靠反向/冷眼
2019-01-13 22:38 | Report Abuse
Thanks for sharing TanKW!