^V^
I will be away for biz trip next Monday (Dylan, MAt, n Yitthang, no need to update me cos i will bring my notebook along ) , will only be back on 30 /10/07 ^V^ B4 i leave , d above portfolio is what i am holding now, u guys can take it as a guide if u interested ^V^ As expected. D 20th anniversary party is on its way with DOW plunged 366 points yesterday night, ha ha..don't play play..ok ? if u ask me should we buy on dip ? my answer is :-" NO " n :YES" , "NO" for those with cash vs shares lower than 0.5, "YES" for those with Cash Vs Shares higher than 0.5 ( even u wanted to buy on dip, my advice, don't buy on Monday when d knife is falling n also don't buy anything if d big sell off supported with huge volume, my experience says :- buy when u see thin volume after d sell off ^V^
Stocks that under 20th anniversary crash :-
Masteel < 1.10 ( MUST BUY )
RCEcap < 0.75
Muind < 0.33
Bjcorp < 0.70
Engtex < 0.65
Back to my portfolio, I hv taken RM 14,041.80 profit during d rise b4 RAYA (Thanks to Muind n Bjcorp )^V^ My cash vs shares position is currently stood at 6 : 4,I feel extremely safe with overall returns of 291% or profit of RM523,831.50 ! with plenty of bullets loaded in hand , i can now play with bern if he really want to get start d 20th anniversary party . Bern ? how ? let start d party ..k ?
12 comments:
hi sifu sam...
sorry if disturbing you, just needs some explaination on ur post:
"if d big sell off supported with huge volume, my experience says :- buy when u see thin volume after d sell off"
wat does it mean?? hope u can explain a little bit coz me still novice in this field....
thank a lot 4 ur attention sifu..
p/s: 1 more thing sifu, do u think dj crash will benefit klse coz ffm investor for sure come to malaysia coz klse is still laggard or will make klse more worst??!!....
D more dow goes down, d more bern will cut int rate, no doubt, US is under recession , but not a serious one , bern has plenty of bullets to deal with it, he has 5.25 int rate to play around, what do u guys think if bern cut another 0.5 ?? no effect ? then how about 1.00 ??still no effect ? ok.. make it 2 !!?? how ? 3 ? think a little , if he make it 3? what happen to USD ? what happen to asia currency ? of course he will not to that in one shot, it is all depends on how bad d mkt is, what i am worry is next year, esp mid of next year towards d beijing olympic, THAT one is "Killing", cos when both giants collapse.. ha ha hell is d destiny for all of us.
bursa, if price drop with huge volume traded, stay aside ! same apply to index also, if index plunged with heavy volume traded, dont catch d falling knife ! wait till u see not much selling pressure n price hanging there 4 quite some time, that's d time for accumulation.
Sam, Well Said! You have help the Bursa to educate retail investor.
This is much more better than Bursa on Bursa Pursuit.(bursa pursuit ask young investor to speculate all the way to holland)
ok sifu sam,understod wat u saying...thank a lots.btw,pls send my regards to bern if he contact u,hehehe....just joking.
Uncle Sam,
You mentioned below...
esp mid of next year towards d beijing olympic, THAT one is "Killing", cos when both giants collapse
US is definitely slowing down and China will also slow down to curb inflation. Li Ka Shing did said that Shanghai composite going to burst ...yet to happen.
What is the killing one thats going to happen before Beijing Olympic?
In what situation that both giant will collapse?
Uncle Sam,
You mentioned below ...
esp mid of next year towards d beijing olympic, THAT one is "Killing", cos when both giants collapse.. ha ha hell is d destiny for all of us.
US will definitely slow down and
China will slow down too to curb inflation.
What is the killing thing thats going to happen before Beijing Olympic?
In what situation will both the giant collapse?
Still remember how Alan solved 911 crisis with Fed int rate ? it is all depends how bad is d mkt is :- 美股大跌，市場期望聯儲局會再次減息來救市，而該局主席伯南克亦已表明，可能會採取「強有力措施」，以阻止經濟陷入最糟糕的境地。刺激市場認為即將減息25點子的機會，由周一的24%急增至周五的92%。上月中，聯儲局就曾大手減息半厘，一度刺激美股月初重上萬四點關口。
減息機會由24%增至92%
伯南克在聖路易斯聯邦儲備銀行發表演講時表示，決策者在經濟狀況不明確的情況作決定時，必須通盤考慮經濟的各個方面，因此，此時作出的決定可能與經濟狀況明確時可採取的最佳措施看上去有很大不同。但他也表示，央行應準確評估經濟運行狀況，避免作出「過度反應」。
伯南克日前在紐約的一次演講中警告說，美國樓市進一步收縮可能嚴重損害美國近期經濟增長，而金融市場從信貸危機中完全恢復尚需時日。外界認為，綜合看這兩次講話，聯儲局本月底很可能會再次減息。
保爾森續撐「強美元」
不過，財長保爾森與七國財長開會後卻指：「我相信強美元符合國家利益，並認為匯價應該根據競爭市場的經濟基調來決定。」事實上，美元過去一年兌歐元已跌了逾12%，日前更一度跌至1.4319美元新低。弱美元雖然有利出口，但導致入口貨成本上升，令外國貨愈來愈貴。一些經濟學家認為弱美元可能引發通脹危機。 ■綜合外電消息
採取「強有力措施 means what ? is he indicating 0.5 cut ?
減息機會由24%增至92% = chances of rate cut increased to 92% from 24% .
^V^
So Sam, you are still looking good on the current market outlook right? By the way, when will be the Beijing Olympic? :p
dear sam,
hope he will really cut 0.5%,
and for sure i will follow you :)
ha....
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