bluefun的投资分享心得

让趋势跟随你走,还是跟着趋势走?? - bluefun

bluefun
Publish date: Wed, 18 Jan 2017, 11:23 PM

 

 

2017年1月18号,朋友们晚上好。 近期的投资股市市场看似青青往上探,有从谷底大反击的新年气氛 XD。

 

而经济分析家也看好大马的股市 KLCI 今年可重返 1830点的水平,这也许也未免“太乐观” 了吧?? 话说青青股市可否巩固于现状,再次往上探言之过早,毕竟2017年的股市才交易那十几天呢。

 

别忘了以下的因素让“过于乐观”的投资者们在大众唱好时过度追高,面临“四面楚歌” 的困境。

 

1. 美国新任总统 Donald Trump 上任后的经济政策(Trump's Economic Policy)


2. FED 升息的次数 (# of interest hike by FED)


3. 强势美元兑换马币的冲击(Exchange rate of USD to MYR)


4. 国际的石油价格(Crude oil price)


5. 潜在的买来西亚大选 (General Election)

 

很多的时候,当市场一面倒唱好的时候,投资者们总是容易受到市场的情绪牵缚着,而投资于已经股价上探很高股价的公司。 这不但增加了 risk of investment, potential upside 也已经减少了许多。 追高是没错,错的是我们那 “跟着趋势走总没错” 与 "宁可买高,也不愿错过" 的思想与贪恋。

 

当一家公司的股份受到投资者追捧时,股价也往北飞,所以我们应该跟随趋势 “买进” 赚钱。 而当一家公司的股份因为受到不良因素与 realize gain 的影响而往南跌时,我们也应该跟随趋势“卖出” cut loss or realize gain。

 

很多的时候,跟对趋势是没错。 但大家有没有真正想过,让趋势跟随我们??就比如说,发掘一些还没被大众“引起注意” 的良好基本面公司加以买进。 前提是那家被低估的公司需有稳定的盈利,稳定的派息政策,多现金少债务,未来稳定成长或者转亏为盈的潜质??

 

当东风来临的时候(盈利稳定成长),受到投资者们的青睐之后,公司的股价必定一飞冲天。 这就是 bluefun 所理解的“让趋势跟随你走” XD。

 

“让趋势跟随你走” 并非不可能,只需下多些功夫研究学习基本面,跟随公司的企业计划,大胆预测公司未来的盈利能见清晰度,买进后做一做评估。 而当在 red sea 的时候,利用闲钱加以买进,人舍我买,人弃我收,耐得起煎熬,用心去等待那一个春天的到来。

 

虽然“让趋势跟随你走” 会让你短期内赚不了那么多,可能会短期内 paper loss 很多, 也可能让你“徒劳无功”。 但是只要给你碰上了,那就 super hoseh 料, hahaha。

 

说真的"让趋势跟随你走" 的赚幅往往比 "跟着趋势走" 高于几倍。 这也许就是“复利 compound interest” 的魅力,与长期培养良好心态持持股的最佳 rewards。

 

”让趋势跟随你走“ 也让你不必过度紧张公司每一个交易日股价的变动,就偶尔在 red sea 时进场累积,睡得安好,随遇而安 :D

 

朋友们,为了那财务自由的康庄大道,咱们一起 “ 让趋势跟随我们走吧”, hahaha

 

 

逆向思考,不随波逐流。

 

下雨后的天空未必有彩虹,但一定会有阳光出来的时候。

 

Let the crowd follow us & not to follow the crowd。

 

Today effort is tomorrow rewards。

 

 

 

bluefun
18.01.2017

 

fb: https://www.facebook.com/bluefun668/

Discussions
4 people like this. Showing 20 of 20 comments

John Lu

Bluefun borrow me to post here to alert everyone

calvin holland call after 3 years!
Posted by anbz2 at Jan 18, 2017 11:26 PM | Report Abuse
Posted by calvintaneng > Oct 21, 2013 05:50 PM | Report Abuse
Never mind anbz - PM Corp will move up all the WAY!

First Target to cross 30 cents, next target 50 cents, next 80 cents, after that RM1.00.

And then RM1.50 Is The Target Price!

Over A Long Term - The Target Price will be RM10.00



Posted by calvintaneng > Oct 21, 2013 07:24 PM | Report Abuse
anbz that RM10.00 will be yet future. Set your sight on these possible targets first:

30 cents (anytime now)

next 50 cents

then 80 cents

after that RM1.00

And the Summit of Expectation is RM1.50 For PM Corp which is Very Possible.

2017-01-18 23:58

calvintaneng

Stock: [DRBHCOM]: DRB-HICOM BHD
Dec 29, 2016 01:51 AM | Report Abuse

Haha!

Just 3 of Calvin's stocks taken private in year 2016 already made

60% from Kulim (SEE KULIM THREAD http://klse.i3investor.com/servlets/stk/chart/2003.jsp)

50% from TheStore SEE http://klse.i3investor.com/servlets/stk/5711.jsp

37% from TMakmur (See http://klse.i3investor.com/servlets/stk/5251.jsp

So just these 3 made

147% PROFIT FOR CALVIN THIS YEAR OF 2016

YAHOOOOOOOOOO!!!!!!!!

2017-01-19 00:00

calvintaneng

Where got buy Perisai at Rm1.00? Koonbee is lying. Calvin bought Perisai at 46 cts and cut loss around 40 cts.

Koonbee bought Melewar all the way down from 60 cts to cut loss at 35 cts.

See how many Calvin's call are chun chun with 100% to 200% Profits:

Calvin stock picks are not for goreng but for investing longer term.

Calvin invests like this

If Calvin sees a share is undervalue Calvin will start buying. And if prices dip after buying Calvin will average down & buy more.

But to do this Calvin has to study very carefully the TRUE VALUE of a Stock. If the Stock is good, even though it might not perform for months, eventually the price will rise up because of its fundamental intrinsic value later.

See how Calvin made these chun chun calls over 3 years in i3 forum:

GO CHECK THESE OUT CAREFULLY:

1) Super Enterprize made 200%
2) Pohuat made 200% (All furniture stocks bull run Calvin called to buy)
3) Silk made 200%
4) JAKS (Jaks jump, jump, JUMPED from 40 cts to Rm1.20 (UP A NICE 200%)
5) MyEG made 100%
6) AJIYA made 100%
7) Supermax made 100%
8) JERASIA made 100%
9) IPMUDA made more than 100% & LIMIT UP!
10) Pm CORP made 100% (3 Times in 3 years)
11) PRESTAR (Pre Star buy it before it turns into a Star) Made 70%
12) ASB (Up 50%)
13) KHEESAN Made 80%
14) PADINI made 90%
15) TAWIN (Big win) Up 80%
16) Kimlun - The Golden Dragon made 60%
17) THE STORE (Up 25%)
18) NTPM - (King of Tissue) Up 40%
19) WANGZNG - King of Fortress (Up 40%)
20) MAHSING - The Singing Horse (Up 25%)
21) MAYBULK - The rebound of Baltic Dry Index (Up 90%)
22) CEPATWAWASAN - Cepat cepat beli (Up 40%)
23) NYLEX - Up 20%
24) Southern Steel (Up 30%)
25) KULIM (Taken private) Up 60%
26) TMakmur (Land of Prosperity. Taken private) Up 37%
27) KPSCB (Kaboom Power Surging) Up 45%
28) MASTEEL (Master of Long Steel) Made 60%
29) THPLANT (Up 15%)
30) BPLANT (Up 12%)
31) JTIASA (Giant Treasure) (Up 40%)
32) MHC PLANT (Up 15%)
33) CPO FUTURE (Up 15%)
34) INSAS (Up 11%)
35) WASEONG (Up 20%)
36) MFCB (My Father Comes Back) Made 40%
37) Cyclical 11MP Election stocks KKB (Kaboom Kaboom Booming) Up 35%
38) Cyclical 11MP Election stocks CMSB (Up15%)
39) RceCapital (The Best of Banking: Legalised Ah Long) Made 60%

LATEST ANNOUNCEMENTS:

THE STORE GOING TO BE TAKEN PRIVATE FOR 50% PROFIT OR MORE THAN 18% FOR EACH YEAR OF 3 YEARS!!

AND PRESTAR WILL BE ANOTHER 100% JACKPOT SOON!!

SO 4 STOCKS MADE 200% (Super Enterprize, Jaks, Silk & Pohuat)

6 STOCKS MADE 100% (Ipmuda, Supermax, Ajiya, Jerasia, Pm Corp & My EG)

4 STOCKS TAKEN PRIVATE FROM 37% to 200% GAIN
KULIM, TMAKMUR, THE STORE & SUPER ENTERPRIZE!

2017-01-19 00:04

John Lu

Calvin 2017 stock pick bottom 10...no credibility at all....u ce near to me top 5 then only talk to me...low standard

2017-01-19 00:08

John Lu

Calvin 2017 stock pick bottom 10...no credibility at all....u come near to me top 5 then only talk to me...low standard

2017-01-19 00:09

KLCI King

If stock pick competition is going to produce idiots like John Lu who keep showing off his performance & look down on others, then better stop the competition, it has become platform for idiot showing off.

2017-01-19 00:17

KLCI King

Calvin may not good in stock selection, but he has been strong in standing here in i3 for years, no matter how many people try to beat him down, including me sometimes.

But we have to see what will be the final results by end of the year, not in January only. Many had done well in last year's Jan but many had ended up red by end of year.

2017-01-19 00:20

John Lu

KLCI King u not even dare participate in 2017 stock pick...no standard to talk to me

2017-01-19 00:20

KLCI King

Calvin has been good in sharing very interesting points & things in i3 from time to time, if the sharing does not involve promoting stocks.

2017-01-19 00:23

KLCI King

I have never seen anyone like John Lu for last few years' stock pick competitions, the true meaning of competition is lost, better stop next year.

John Lu, it's just Jan & it's just a GAME, please continue to enjoy it as much as you can so far.

2017-01-19 00:26

John Lu

Hahahaha...I only come after Calvin...the rest of member I will pass

2017-01-19 00:26

John Lu

So, you dont busy body if you dont know what is happening

2017-01-19 00:27

KLCI King

oh, I got it what you mean, John, thank you.

2017-01-19 00:27

John Lu

Ok Klci king, good night and all the best to you in 2017

2017-01-19 00:34

Patrick13

Too early to say this year is bullish trend. Anyway, stick to my own strategy, I still can't see any weakness to buy any of counter. Patient and Caution are most important. :)

2017-01-19 07:48

VenFx

Calvin is the friction story teller and a big liarcall this while.
This chicken calvin always tweaking facts and somehow post confusing and untrue view in i3. This is totally irresponsible behaviour.
I pui this chicken calvin.

2017-01-19 08:07

VenFx

I salute John Lu putting great effort to reveal this brad ill Chicken.
At least newbies will take a big spoon of salt to the idiotic calvin.

2017-01-19 08:10

VenFx

Calvin is the shame of all singaporeans.

2017-01-19 08:11

VenFx

No more lies Calvin.

2017-01-19 08:13

kakashit

总的来说,我认为川普的政策不利出口股,因为川普要把工作带回美国,大公司要在美国本土设厂满足内需,进口自然会减少。

2017-01-19 09:41

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