19-03-2014, 01:00 PM
19-03-2014, 05:19 PM
looks like its already happening 
19-03-2014, 05:32 PM
(19-03-2014, 05:19 PM)BlueKelah Wrote: [ -> ]looks like its already happening
So have you make money out of it?
Or may be you are like me, waiting sideline watching, and ready to go once the opportunities arrive...
19-03-2014, 06:08 PM
(19-03-2014, 05:32 PM)CityFarmer Wrote: [ -> ](19-03-2014, 05:19 PM)BlueKelah Wrote: [ -> ]looks like its already happening
So have you make money out of it?
Or may be you are like me, waiting sideline watching, and ready to go once the opportunities arrive...
as I mentioned before I am only about 50% into equities. Since STI is trading sideways nowadays not much buying opportunities are coming up. So basically collecting a bit of dividend here and there and waiting for opportunities. Also slowly divesting those counters which are at all time highs which i feel are overvalued.
For me my focus more on net cash companies with good dividend payout. During correction quite a few well run ones will hit near the cash value and due to depress price dividend yield can temporarily be very very high.
No need to do complex calculations, no need to read too many reports, no need to overanalyse. Only need to make sure its not a company saving up for high capex.
Just wait for some catalyst to push it up. most companies with too much net cash trading at the lows will have a big boost from unexpected news when management decide to distribute it or it got bought up by someone interested in paying a premium for the cash and business.
China is still communist after all, and as george orwell said in animal farm, "All animals are equal, but some animals are more equal than others"
Guess who are the more equal ones in China An unprecedented housing boom will inevitably result in an unprecedented housing crash. It's only a matter of time. It will be interesting to see if the YUAN ends up like the Rupiah, or if china ends up like Japan with heavy debts. Too much population, too little resources never ends well and is usually a precursor for war.Main issue for leaders in china would be all the poor living in the slums. when those people get angry and start revolting, china will go back in progress maybe 20 years again. I would be damn pissed living in a city with constant pollution, dangerous food and inflated prices for everything
19-03-2014, 08:50 PM
(19-03-2014, 06:08 PM)BlueKelah Wrote: [ -> ]as I mentioned before I am only about 50% into equities. Since STI is trading sideways nowadays not much buying opportunities are coming up. So basically collecting a bit of dividend here and there and waiting for opportunities. Also slowly divesting those counters which are at all time highs which i feel are overvalued.
For me my focus more on net cash companies with good dividend payout. During correction quite a few well run ones will hit near the cash value and due to depress price dividend yield can temporarily be very very high.
No need to do complex calculations, no need to read too many reports, no need to overanalyse. Only need to make sure its not a company saving up for high capex.
Just wait for some catalyst to push it up. most companies with too much net cash trading at the lows will have a big boost from unexpected news when management decide to distribute it or it got bought up by someone interested in paying a premium for the cash and business.
China is still communist after all, and as george orwell said in animal farm, "All animals are equal, but some animals are more equal than others"
Main issue for leaders in china would be all the poor living in the slums. when those people get angry and start revolting, china will go back in progress maybe 20 years again. I would be damn pissed living in a city with constant pollution, dangerous food and inflated prices for everything
You approach is pretty different from mine. It is absolutely alright. I am more Peter Lynch's approach, always looking for multi-baggers, rather only on dividends. It needs more works, not necessary complex maths, but more thinkings and readings.
I have a totally different view on China, its property market and of course Yuan. China is quite different now, even in small villages in general.
Anyway, I respect your view
20-03-2014, 12:28 AM
Peter Lynch style is also very good and also involves buying undervalued counters which is always good
Anyways China will be a good one to watch this year.
Also I am very very curious as to what happened with MH370 hahaha
And Putin in Russia seems to want to show hand with USA and NATO..
exciting times.
and also involves buying undervalued counters which is always good Anyways China will be a good one to watch this year.
Also I am very very curious as to what happened with MH370 hahaha
And Putin in Russia seems to want to show hand with USA and NATO..
exciting times.
01-04-2014, 02:39 PM