ValueBuddies.com : Value Investing Forum - Singapore, Hong Kong, U.S.

(03-06-2013, 09:00 AM)felixleong Wrote: [ -> ]market opened, all blue chips in red again, gg

What's not to like? GSS is starting.

yeah GSS haha
now is dunno the discount up to how much wor haha

Hi,
You can look at the market everyday like a "professional" broker. The purpose is to feel the pulse of the market and not to trade.
Time & Tide wait for no man is true. But someone had said, "Investing should be like watching fresh paint drying. If you can do that, you will be O. K. lah!
The problem is at times, i can't. Can't you all the time? If you can't, watch or listen the market once in a month to 3 months.

Although I feel bad for people who are concerned with paper loss.

I would much rather the bear to begin. Except for the counters that I am seriously considering to sell.

Yeah...Bear Bear Bear... =)
Liquidated my speculative stocks liao..
Waiting to add position to those stock I am interested with bigger margin of safety...

hmmm...wait...Shdnt Value Investors not be interested in market timing?
Guess I am not one...hope i still qualify as a hybrid....

(03-06-2013, 01:34 PM)evolance Wrote: [ -> ]Yeah...Bear Bear Bear... =)
Liquidated my speculative stocks liao..
Waiting to add position to those stock I am interested with bigger margin of safety...

hmmm...wait...Shdnt Value Investors not be interested in market timing?
Guess I am not one...hope i still qualify as a hybrid....

I think usually value investor tries not to have overvalued (speculative) stocks in their portfolio.

Started to dip my toes in again.
Not companies in the SGX, dont see much of a bargain.

Fed not printing money is a good sign.
In fact it's a very good sign.
Think of it as a patient that is well enough to be off medication.

Also, in U.S.
Employment rate up,
Housing prices up,
Consumer confidence up,
Provision for bad debts down.
Very soon interest rates will go up.

What's not to like?

(31-05-2013, 04:57 PM)CityFarmer Wrote: [ -> ]Keppel REIT and CapitaCommercial Trust are Barclays's picks...

Barclays tips accumulating S-REITs on dips

Barclays notes that markets concerns about the end of QE3 or the Fed 'tapering' with long-dated government bond yields spiking up has resulted in both high-yield credit and high-yield equities, in particular S-REITs, being sold off.

The house believes "the concern is premature and we do not expect the Fed to cut back its bond purchases until 2014 vs the market's expectation of 2H13."

http://www.theedgesingapore.com/the-dail...-dips.html

nice call .... contra off for some quick bucks

(04-06-2013, 01:27 AM)Big Toe Wrote: [ -> ]Started to dip my toes in again.
Not companies in the SGX, dont see much of a bargain.

Fed not printing money is a good sign.
In fact it's a very good sign.
Think of it as a patient that is well enough to be off medication.

Also, in U.S.
Employment rate up,
Housing prices up,
Consumer confidence up,
Provision for bad debts down.
Very soon interest rates will go up.

What's not to like?

I find all your ups are based on government figures which are often revised down....

What's not to like? Nothing I would say as a value investor its about time the music stops and DOW back down let the selling start!

what about US manufacturing down since FEB, now negative?
China PMI also down soon will be negative?
Europe still on life support.
Japan is still a sick little puppy.

Inflation not here probably becoz USA is actually in a depression/deflationary phase.

oh in case you didn't know Ben Bernanke the printer is finishing up his job soon. Good job he has done making the USD cheaper for SGD to buy

Each is entitled their own opinion.
It is bad now, yes, there will be short term indicators saying the economy is not really picking up.
But employment is not as bad as before. Housing is not as bad as before. Even autos are making money.
There is even talk of interest rate increase. That's the FIRST sign of normalcy.

Now think back,
Lehman collapse, fannie/freddie wiped out, GM/chrsyler wiped out,
citiB/other big banks almost wiped out, AIG, bailed out.

Darkest days = biggest opportunities. (CitiB USD ard $1, sell now = 5 bagger, hindsight is 20/20)
Slightly dark days = some opportunities
Bright days = no opportunities

Sure... wait till it's all bright and sunny.

---

Putting my money where mouth is.
Been quite a while since I last bought
CitiB, entered at $52.00

Of course, things can go wrong.
(That's why it's called the stock market)