AAR & TOL 02 (Nov 08 - Jul 09)

[winston]

TOL:-

1) Always have a good reason to buy and sell. Why are you buying now or selling now ?

2) Warren B: "Buy Good Companies at Fair Prices NOT Fair Companies at Good Prices". I cant find any Good Companies at Fair Prices in either Singapore or HK. Can you ?

3) I look at Market Direction, then the Industry and then only zoom into an Individual Company. At this point in time, I cant determine the Market Direction. I cant tell which Industry will do well. And after looking at 560 stocks in Spore & another 400 stocks in HK, I cant find a company that I really really like. How to invest ? Maybe it's time to take a trading break...

[mocca_com]

TOL:-

1) Always have a good reason to buy and sell. Why are you buying now or selling now ? looking at your point no 1.. the good reason to buy is because everyone is buying.. looking at this current market.. almost everyone is trying to buy on dip. A lot of analysts claimed that funds are coming into asia to invest. Market don't seem to be going on the down trend because all of us worry that we will lose out on this "bull run". But on the other hand, is this bull run well supported by the fundamental of the economy? Well, the best for me is to keep myself out of the market as i don't have the luxury of time to monitor the stock market during office hour. All the best to all who have earn lots from the market. remember to take the money off the table when neccessary. Always remember money in the pocket is different from money on the table.

[kennynah]

TOL:-

.... after looking at 560 stocks in Spore & another 400 stocks in HK, I cant find a company that I really really like. How to invest ? Maybe it's time to take a trading break...

wah lao eh.... all these companies so cock up ah....not one you can find worthy of your money in their stocks.... jia lat like dat...

[winston]

TOL:-

A lot of "experts" are calling for a technical correction on the markets..

If there's a technical correction, do you see a steep one ?

If it's a steep drop, there could be a fast rebound as there's still alot of money who missed the rally and are trying to buy ..

[winston]

TOL:-

Was looking at my signature. The quote was from Sir John Templeton.

Are we now at the euphoria stage instead of the skepticism stage ? Perhaps all the talk of "Green Shoots" was the Optimistic stage..

India went up 20% today on an election result that was widely within expectation...

[winston]

TOL:-

Share prices are going up while their fundamentals are not really improving ..

Must focus on companies where their fundamentals are improving and that they are trading at a "fair price". if they are not trading at a fair price, then put it on my watch-list and wait for a fair price..

[winston]

TOL:-

When market is cheap, nobody wants to buy. After prices have run up 50%, people are not willing to sell while others are buying on dips ...

Need to remind myself of the problems still out there:-
1) Eastern Europe bank defaults
2) Commercial Properties crash
3) Corporate Debt defaults
4) Life Companies
5) Credit Card defaults
6) Unemployment
7) GDP slowdown
8) Low Exports

The low hanging fruits have now been plucked. Stock-Picking is now essential..

[helios]

The low hanging fruits have now been plucked. Stock-Picking is now essential..

OK, "low hanging fruits" is a business term; we now know that Winston is a skillful businessman ...

this morning, i was in the same lift as some of the directors & apparantly most of them felt that the fundamentals have not been improving ...

[winston]

OK, "low hanging fruits" is a business term; we now know that Winston is a skillful businessman ......

Ha Ha ... Oei Hong Leong is a very skillful businessman ...

[Poles]

TOL:-

When market is cheap, nobody wants to buy. After prices have run up 50%, people are not willing to sell while others are buying on dips ...

Need to remind myself of the problems still out there:-
1) Eastern Europe bank defaults
2) Commercial Properties crash
3) Corporate Debt defaults
4) Life Companies
5) Credit Card defaults
6) Unemployment
7) GDP slowdown
8) Low Exports

The low hanging fruits have now been plucked. Stock-Picking is now essential..

i have same thoughts. But also there are groups of people trying their best to fix the problem and trying to push the economy back on track. Eg: like China domestic spending projects.....i know it is Fei Hwa, there is always 2 sides.
Could technology help us to speed things up?