"任何投資,都要看大盤趨勢,低檔價格投資遠遠勝過你去分析會計原則,甚麼本益比、成長率,都是沒有意義的,尤其亞洲股市,因為變化太快,波動不靖。" : Agree! Look back to 2008/09, FA i.e. PE, growth rate, dividend yield etc had no effect on High Value stocks such as Zhulian, LPI, Maybank, PBB, Tanjong etc. All were traded at their low. When Big Bear sweeps, all fall like domino no matter how high value you are.
“時機是等出來的,要有耐心,否則,你會壯志未酬先死!” I talked about this many times but how persistently can I hold to this principle? I am just an ordinary human being with Gambling DNA inside; worst still is that I stay too close to big casino (Bursa). Maybe I should not buy to cost averaging down CIMB and Genting last week but instead keep my bullets for bigger Bear. Even the market rebounds soon, how much extra profit? RM500 from each? RM1000 cannot make me rich, it is not worst. Thus if the market rebounds, I will sell CIMB and Genting which I purchased last week to build up my war chest.
“先問便不便宜?如果你的答案是不便宜,那就別買。” Honestly our answer is usually not cheap deep inside our heart but devil will convince ourselves that it is actually relatively still worth to buy and it will go higher as both of its price and value are on uptrend. With all kind of justifications, we jump in. If we are lucky, we make tiny profit, if unlucky, we lose big to Bear.
Why QE tapering, world market can drop ? Can you list down the facts or just speculation? If you cannot explain in term of macroeconomy, then this is purely speculative like what uou did in casino.
“只有不正常的人,才能賺錢,因為只有怪人才會買在低點。” Agree. I opine that those who always say buy, buy, buy… lately, will not be a winner in the long run. I guess when Bear comes and even after Bear, half of them will not be here anymore. To become an odd people (contrarian) is not easy but talking is easy.
bsngpg, you are right. There are always people who just simply say buy buy buy or sell sell sell without any basis or justification whatsoever and some even dare to give the target price.
Momobear : "“QE若退場,必將造成全球股市大跌,美國股市也會很痛苦。 I am not sure."
I SAID I AM NOT SURE. Statement in Mandarin was from 台灣股神胡立陽. You can go to Sin Chew for the original article. I do not know how to link, if you know, please help to link
KAHFIEHLAI : please go to Sin Chew on-line or just buy a hard print copy tomorrow for the original article. I am selective in extracting points. Sorry.
That is why now FED also not sure whether to start or when to start the tapering. Pls remember it is tapering and not immediate halt, so the impact will not be immediate as well when it start. If it start, it also based on improve economy data which mean economy is improving, then why market will down if economy become better. Now everybody want the bad news instead of good news. The market sentiment is only short term.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Posted by bsngpg > 2013-08-25 16:58 | Report Abuse
Strongly recommmend to read. 星洲网 , 財經, 投資致富 25 Aug2013.