Stock market very fair. With some thinking, everyone can construct a portfolio based on his risk reward preference.
To me, meaningful returns need to be very focused, put all the eggs in one basket......for the time being, I am happy with moderate returns.....for happiness, for stability, for exercising my brains,....for enjoyment.
at the start of the week....my investments extremely low....I have been buying each of last two days.....well....looks like I have no option but to keep buying......
I will still buy the market favorites ...it is the market favorites that gives me the beta, the movements to make money....if I get the timing right i make money and lose money if I get the timing wrong......
obvious market favorites includes Hibiscus, Kesm, Layhong, Lion, Elsoft,.....
actually most shares are trading at prices not seen for a long time.....surely.....there should be some some value investors out there......aren't there? Where are the value investors when u need them?
Padini at rm1. 60 Prestar at 46 sen Jaks at 40 sen Pm Corp 1 sen after ex 8 sen cash payout Super enterprize at rm1. 38(took private rm3. 80 Kulim at rm2. 50 (privatised at rm4. 10 Pohuat at 35 sen after split Super max at rm1. 60 Ajiya Weida Wangzng
To me, meaningful returns need to be very focused, put all the eggs in one basket......for the time being, I am happy with moderate returns.....for happiness, for stability, for exercising my brains,....for enjoyment.
a mixture of stocks of different cycles, characteristics, a well diversified portfolio......it is rare to lose more than 20%.....
to be honest ahhh, you are right actually, Emerging Markets like Bursa really very cheap liao... so no put warrants I guess I will just hold and buy more if go cheaper
If you want to buy stocks you must use the drip drip method... Like they use drip for patients in hospital
Just nibble a very little and space out buying as price gets cheaper. And if prices suddenly run up. Then better not chase.
There are some very clear signs that Liquidity is shrinking
In USA it was QE2, QE3 AND QE4 THAT PUMPED MONEY INTO THE SYSTEM AFTER LEHMAN BROTHERS COLLAPSE
THESE ALMOST FREE MONEY WITH ZERO INTEREST RATES ARE THEN USED TO REFLATE THE WORLD ECONOMY.... CAUSING ALL ASSETS LIKE REAL ESTATE, GOLD, STOCKS AND COLLECTIBLES TO RISE AND RISE IN PRICES
NO THAT QE IS WITHDRAWN MONEY IS SUCKED BACK BY THE FED. SO LIQUIDITY IS RETURNING TO USA AND EMERGING MARKETS ARE SUFFERING LOSSES.
THE FINAL OUTCOME MIGHT CAUSE A COLLAPSE OF DOW JONES
OVER IN MALAYSIA PM MAHATHIR HAS STATED THAT 91% OF MALAYSIA REVENUE WILL GO INTO OPERATING EXPENSE OF GOVT SERVANT SALARIES AND PENSION AND TO SERVICE DEBT
SO ONLY 9% OF SURPLUS CASH WILL BE DEPLOYED FOR NEW PUBLIC WORKS
WITH SO LITTLE CASH INFUSION THE KLSE WON'T SEE ANY NEW BULL RUN UNTIL MORE LIQUIDITY COMES
SO NOW IS NOT THE TIME TO BE GREEDY. THIS IS THE TIME TO BE HIGHLY DEFENSIVE
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....
calvintaneng
56,561 posts
Posted by calvintaneng > 2018-10-23 20:34 | Report Abuse
Hide in the safety of these
1) TA ENTERPRIZE
Giving 4.1 sen dividend or more
2) DUTALAND
Giving more than 10% dividend soon
3) Eksons
Cash more than share price plus high dividend
4) ECS ICT
Debt free & cash rich plus more than 5% dividend
5) GUH
High Value
6) INSAS
High Value
7) TALAM
High Asset Value
8) MUI BHD
High Net Asset Value
9) CBIP
Great value
10) TDM
High Value
GO AND HIDE IN SAFETY NOW!!!