Aspellian's Garden

[winston]

While thinking about the opportunities, there's also a need to think of the downside. How about Swine Flu ? The weather is getting colder in the Northen Hemisphere ...

[Aspellian]

While thinking about the opportunities, there's also a need to think of the downside. How about Swine Flu ? The weather is getting colder in the Northen Hemisphere ...

Hi Winston,

I do agree that Swine Flu is the WILD card now which can bring everything to a standstill. Market will collapsed when the most unexpected thing happens. I hope to get out before it gets bad, by either cutting loss first or when market has indication that rally is under pressure.

Now its like watching a magician doing a tight rope in a dark room full of smog - you cannot see where the end destination is and you may even wonder whether the other end of the rope is tied to a pole or simply suspended in mid-air....

[kennynah]

i am thinking of capitalizing on swine flu.....

hint.... goog for companies that are listed with medical solutions for swine flu....seriously.... one can make some money from these companies.... i know of ONE company and i have shared that with 2 people in this forum....maybe they dont think it can benefit.... but i have been looking at the share price for 2 weeks.... up by 27%....shhhhh....aint telling u the exact counter

[Aspellian]

i am thinking of capitalizing on swine flu.....

hint.... goog for companies that are listed with medical solutions for swine flu....seriously.... one can make some money from these companies.... i know of ONE company and i have shared that with 2 people in this forum....maybe they dont think it can benefit.... but i have been looking at the share price for 2 weeks.... up by 27%....shhhhh....aint telling u the exact counter

Congrats Kenny! that's a great idea you have. Tks for sharing the originating thought.

Wish you Huat - Huat - always and in ALL aspects of life's journey!

[helios]

i am thinking of capitalizing on swine flu.....

hint.... goog for companies that are listed with medical solutions for swine flu....seriously.... one can make some money from these companies.... i know of ONE company and i have shared that with 2 people in this forum....maybe they dont think it can benefit.... but i have been looking at the share price for 2 weeks.... up by 27%....shhhhh....aint telling u the exact counter

Which counter ya?

[winston]

Hi A,

Have you been planting and / or harvesting lately ?

Bananas
- Ho Bee
- Ezion
- Rotary Eng
- Epure
- Ausgroup
- Ezra
- YZJiang
- Tat Hong
- Yanlord

Pineapple stocks
- Cosco
- Oceanus

Fermented eggs (turnaround play)
Jaya

Thanks and take care,
Winston

[lithium]

Hi A!

Wow! I just found out about your garden! It's so generous of your to share your garden with all of us here!

[lithium]

Here are my comments on your lessons, it may start some good discussions

The past one year has break my pride and ego, making me into a better person and investor.

My key lessons of past one year are as follows (in order of importance for first 3):

- dun be greedy : never leverage/borrow to invest :– it will impair your judgement and one will be a slave to greed
lithium's: Must be greedy when the whole world is in fear, that's when you can plant the biggest bananas! This is the time I borrow to invest, but don't borrow more than you can lose! Leverage is good in time of great opportunities


- Market timing is very important; invest with wind behind your sail; dun be garang and swim against the tide. When tide turns, get out of market
lithium's: Timing the market is easier said then done, I will buy when I think it's cheap. But put a stop loss to give myself opportunity to buy even cheaper. So I don't call it cut loss, I call it "not cheap enough!"

- Always cut loss eg. 7% of purchase price – market has again shown you that you buy at the wrong time or the stock is a rotten apple, why go against the market? (again)
lithium's: I used a different strategy to manage risk,
1. I invest max 20% of my capital in 1 stock, no min. (so I have min 5 stocks, to diversify)
2. I will find a support price, it can be 10% below current price, I will still buy, but with smaller % of my capital. I manage it this way, I will lose only 2% of my capital if this support price is broken.

- Never average down; market has already shown you are wrong, why must you go against the market??
lithium's: I don't use average up or down

- Let your profits run!
lithium's: 10000% agree!!!!! But I will take profit when the uptrend line is cut, and rethink about my next decision on the stock

- Multi-baggers are formed during uptrend; Multi-beggers are formed holding stocks through downtrend
lithium's: 10000% agree!!!!!

- Invest in growth stocks to have max impact (eg. Revenue and profits growing at >50%)
lithium's: >20% consistent revenue growth and >15% consistent net profit margin is good enough for me. But the key here is CONSISTENTCY

- Buying at right time is important (eg. Price/volume action when market in uptrend)
lithium's: I don't know when is the right time, I just buy when I think it's cheap

- Market down, short market.
lithium's: I do this only when the whole market is red hot! PE ratios hitting all time high in all stocks. So basically I short only maybe once a decade

- Be humble, not overcofident and arrogant - Heaven will humble you hard. **
lithium's: always be humble..... but be bold and confident when you invest...... be humble again when you are wrong........ remember, we are wrong >60% of the time

- Life and investment lessons never end - be an attentive student always. **
lithium's: 10000% agree!!!!!

- Control your emotions at all times <stick to your plan> **
lithium's: 10000% agree!!!!!

** added these points after great advice from the brothers here.

I will invest based on these principles from now onwards!! Thank God I learnt something after all the trials. I will be humble and learn more new things.

[Aspellian]

Here are my comments on your lessons, it may start some good discussions

The past one year has break my pride and ego, making me into a better person and investor.

My key lessons of past one year are as follows (in order of importance for first 3):

- dun be greedy : never leverage/borrow to invest :– it will impair your judgement and one will be a slave to greed
lithium's: Must be greedy when the whole world is in fear, that's when you can plant the biggest bananas! This is the time I borrow to invest, but don't borrow more than you can lose! Leverage is good in time of great opportunities
After reading and understanding the concept of leverage
- it could be ok to leverage but only if the money is left there in the corner and it is confirmed safe to take!
- have strict cut loss strategy; market timing ability etc. Cut loss and stay out until the signals are clear.
- its already dangerous to catch a falling knife/safe - its even worst if you leverage and apply oil on your hands - you may never recover from the speed of falling knife.
- never be over-confident and arrogant, you are against the Mr Market - which can never be predicted. God will humble those who are proud.
- never have the idea of greed in your mind - if that's the main motivation, it will impair your judgement greatly! including your earlier plan and strategy of market timing, cut loss, simple rational decisions.


- Market timing is very important; invest with wind behind your sail; dun be garang and swim against the tide. When tide turns, get out of market
lithium's: Timing the market is easier said then done, I will buy when I think it's cheap. But put a stop loss to give myself opportunity to buy even cheaper. So I don't call it cut loss, I call it "not cheap enough!"
Read viewtopic.php?f=16&t=262
Never say never. have an open mind. there are people around the world and in this forum that is doing it. some may say you may not earn big money from the ever-changing market directions - but i feel that most importantly is that you know that your capital (and hopefully profits) will be protected if market direction changed and you know it and follow with no arguements.

- Always cut loss eg. 7% of purchase price – market has again shown you that you buy at the wrong time or the stock is a rotten apple, why go against the market? (again)
lithium's: I used a different strategy to manage risk,
1. I invest max 20% of my capital in 1 stock, no min. (so I have min 5 stocks, to diversify)
2. I will find a support price, it can be 10% below current price, I will still buy, but with smaller % of my capital. I manage it this way, I will lose only 2% of my capital if this support price is broken.
Diversification is good but not to overdo it. to each his own.

- Never average down; market has already shown you are wrong, why must you go against the market??
lithium's: I don't use average up or down
Great!

- Let your profits run!
lithium's: 10000% agree!!!!! But I will take profit when the uptrend line is cut, and rethink about my next decision on the stock
To me i look at Market first, Industry second and Growth stocks third

- Multi-baggers are formed during uptrend; Multi-beggers are formed holding stocks through downtrend
lithium's: 10000% agree!!!!!


- Invest in growth stocks to have max impact (eg. Revenue and profits growing at >50%)
lithium's: >20% consistent revenue growth and >15% consistent net profit margin is good enough for me. But the key here is CONSISTENTCY
Choose only the best - i also like prospects that can capture imaginations even though its not shown in actual numbers - but keep track of quarterly/half year results to keep track of prospects turning into $ and cents - that's very important. market will be emotionless when prospects are not met by results

- Buying at right time is important (eg. Price/volume action when market in uptrend)
lithium's: I don't know when is the right time, I just buy when I think it's cheap
what is cheap??? - do you do DCF. do you have crystal ball? or average of analysts' reports? never close your mind.

- Market down, short market.
lithium's: I do this only when the whole market is red hot! PE ratios hitting all time high in all stocks. So basically I short only maybe once a decade


- Be humble, not overcofident and arrogant - Heaven will humble you hard. **
lithium's: always be humble..... but be bold and confident when you invest...... be humble again when you are wrong........ remember, we are wrong >60% of the time
Be humble and never be proud and you definitely be prosperous!

- Life and investment lessons never end - be an attentive student always. **
lithium's: 10000% agree!!!!!

- Control your emotions at all times <stick to your plan> **
lithium's: 10000% agree!!!!!

** added these points after great advice from the brothers here.

I will invest based on these principles from now onwards!! Thank God I learnt something after all the trials. I will be humble and learn more new things.

[kennynah]

Asp : got new blooms bo?