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in portfolio for shorting.
Farmer ( Date: 28-Oct-2008 20:05) Posted:
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Good illustration! lookcc. Now that's what i call a cancer...it may need special care and probably a procedure to remove it from the portfolio.
uncle, article in http://level13-analysis.blogspot.com may help u to decide......wat it says makes sense "crude oil price is all rubbish.....has demand in the last 4 months gone down by half?.....has supply increased by double in the last 4 months?.......has an alternative been found in the last 4 months?...........has any country increased its supply of crude oil by double in the last 4 months?.......answer to these 4 vital questions is no" so y the fall of c/o px from 147 to 63? speculation....right? y spc fall so much [abt 70%].......shortists took advantage of c/o px n spc's 3rd qtr results n [of course] the usual panic selling induces more panic selling....right?..hopr tis posting helps ur question which is "spc can go down further or not?".
SPC can go down further or not. Says CO reaching 50 a brl?
Once upon a time it was my favourite. unloaded 50% n keeping the other half.
iPunter ( Date: 27-Oct-2008 09:29) Posted:
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this morning I shop SGX and lucky enough HSI moves up strongly.
Wow phenomenal.
Wow phenomenal.
You are right, Sir... :)
And one can so this with just one lone stock... eg. SPC ...hehehe...
Just to share one thing. I don't know when the markets will recover. But when it does recover what one can do is just leave the stocks you bought for years as it is the start of the a new cycle. However a better way is sell during correction and buy back at a lower price. For instance if you bought 30 lots of a share A at 60c and let's say it goes to $3. If you buy and hold, you just sell 30 lots at $3. But if one follows the corrections and sell and buy back, your lots will be more than 30 lots when it reaches $3. You do the same with the rest of your stocks.
It takes close monitoring. Thus I don't believe in buying so many stocks as it would be hard to monitor. So many stocks are low but it does not mean you need to buy 10 - 15 stocks. It is also quite a discipline in restraining yourself from buying too many stocks.
Good luck!
Today's newspaper article on China's investment in infrastructure could give you a clue which stock could benefit. However it is still best to look at their financial report.
remisier ( Date: 26-Oct-2008 21:54) Posted:
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Best is not more than 5 stocks in your portfolio and maybe have stocks in different booming sectors.
I have waited patiently for the STI to reach my 1800 level and now I'm ready to shoot my bullets :)
But of course.. I should aim properly as I never know how low the market can go.
Many china counters are too good. But many also can go bust. That's the problem.
Any contributors are welcome to give their view on which china counters might sustain this current environment.
I suggest you keep your first 20% and invest it 40% later as you will know it will come down further right?
i agree with you.
CASH IS KING NOW!
The market is so bloody volatile and unpredictable. Only gamblers can play in this.
STI is still in its bearish trend and my target of 1800 has been achieved.
Anything lower than that is a discount and provides greater value.
Index stocks may still have room to fall but many small and mid caps stocks are trading below their cash value and some have lost 95% of their market cap.
I will deploy 20% of my investible cash into non index stocks (very selective) and wait for the development in next quarter. Any further selldown (by fund managers) could be used by me to add another 20% of them.
As for the index stocks I may have to wait till 1H09.
Cash is King. And it's time for me to rule. :)