4 people like this.

19 comment(s). Last comment by VenFx 2016-11-02 12:12

Bruce88

1,130 posts

Posted by Bruce88 > 2016-11-01 09:54 | Report Abuse

这个一百巴仙認同!

yongch

1,104 posts

Posted by yongch > 2016-11-01 12:48 | Report Abuse

这些都是他买了一段日子在等时机"卖出"的股票咯,别傻得跟进。。美国老妇人大选失利,黑天鹅降临,到时再慢慢买进比如马老虎@3.50左右,你怕啥???

kentg03

971 posts

Posted by kentg03 > 2016-11-01 17:13 | Report Abuse

今天 TUNEPRO 和 MFLOUR 都升了

kentg03

971 posts

Posted by kentg03 > 2016-11-01 17:13 | Report Abuse

last time he said wont buy AA, now changed mind?

Kkevin2625

256 posts

Posted by Kkevin2625 > 2016-11-01 18:56 | Report Abuse

@yongch feels pathetic to you...

Posted by shortinvestor77 > 2016-11-01 19:48 | Report Abuse

He has changed his mind. No principle or nyanyiok? He had never told the public the shares he bought/kept but no also changed his mind.

10bagger10

1,007 posts

Posted by 10bagger10 > 2016-11-01 20:29 | Report Abuse

Yongch i just sailang

davidkkw79

5,068 posts

Posted by davidkkw79 > 2016-11-01 20:43 | Report Abuse

Cool eye integrity far better than kyy and calvintan.

CharlesT

14,945 posts

Posted by CharlesT > 2016-11-01 20:52 | Report Abuse

Dont insult cold eye by comparing him with them

Posted by resilient911 > 2016-11-02 07:29 | Report Abuse

when can get his new book sun zi?

CharlesT

14,945 posts

Posted by CharlesT > 2016-11-02 07:45 | Report Abuse

Popular

Posted by resilient911 > 2016-11-02 07:49 | Report Abuse

I mean already can get from bookstore?
thanks CharlesT

CharlesT

14,945 posts

Posted by CharlesT > 2016-11-02 07:57 | Report Abuse

Yes.I bought it yesterday

Posted by alaninvestor > 2016-11-02 08:41 | Report Abuse

只能说是修改, 不能说修正. 毕竟,投资观点/方法並没有所谓对错, 何来修正.
所以我认为前辈是修改投资观点, 而不是修正。

Beza

1,847 posts

Posted by Beza > 2016-11-02 08:53 | Report Abuse

修正2投资观点:

1.现金流比债务重要:

以往冷眼很关注债务问题,会避开欠债累累的公司。不过,现在不同了,反而以现金流为投资标准之一。

“现金流才是决定一家公司是否面对倒闭风险的关键,而不是债务。”

而他投资在亚洲航空(AIRASIA,5099,主板贸服股),就是最佳的证明。

亚航截至今年6月30日总债务为107亿令吉,换做是以前的他,肯定不会碰这只股。

他说,虽然亚航债务庞大,但卖机票收现金,加上业务有增长,这意味着收到的钱足以还债。由此可见,债务高不代表公司不好,反而现金流才是关键。

Beza

1,847 posts

Posted by Beza > 2016-11-02 08:54 | Report Abuse

Press wrote 修正. You said 修改. Are you better than reporter/editor and cold eye?

JN88

11,670 posts

Posted by JN88 > 2016-11-02 08:58 | Report Abuse

Telco company and Airaisa is the two company that received cash first and serve you later.

Increasing in cash flow also proved that company in growing stage.

If company successfully covert the increasing cash flow into profit then will be a good company.

davidkkw79

5,068 posts

Posted by davidkkw79 > 2016-11-02 11:37 | Report Abuse

Sorry Charlest T, I was wrong that using rubbish to compare with cold eye. Please forgive me.

VenFx

14,784 posts

Posted by VenFx > 2016-11-02 12:12 | Report Abuse

Yup, davibkw79 we juz need to be carefully with our words. I3 us watching .
CALVINTAN is definitely incompetent here.

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