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I ve been using Vezted.com to update me on the companies l am following, however of late l notice that Vezted has stop its update.
Can anyone enlighten me on this. Is there any other source that l can use in place of Vezted. Thank you.
Sorry if l posted this in the wrong thread, could not find it when l did a search.
Oh wow, did not know that existed. Thanks specuvestor for the reference, much obliged.
The difference is that you could customise the companies you follow with vezted, and they provide related feeds/news to those companies you follow besides the company updates which l found to be very helpful and convenient.
might not be a bad thing to look at ALL the threads. Looking at the companies you are vested in may be too myopic, i reckon. Looking at other things may open new insights, opportunities and interesting things to learn about.
But with the general feed there is just too much to look at I reckon, much of which may be irrelevant to a value investor==noise

Imho it's better to screen for stocks that fit ones criteria then put them in a watchlisT and closely monitor news that may be catalyst.

More importantly I prefer macro news updates. For eg. If u own a few semiconductor stocks, it's useful to follow the general happenings in the sector. If the sector news is positive, then very likely the semiconductor companies one owns should do well and there is no need to focus so much on each stock.

However for a trader.speculator. short term type investor then probably keeping tabs on all companies will increase opportunity of picking up on certain bullish events like share buy back and insider buy in.






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(12-01-2017, 02:20 PM)weijian Wrote: [ -> ]might not be a bad thing to look at ALL the threads. Looking at the companies you are vested in may be too myopic, i reckon. Looking at other things may open new insights, opportunities and interesting things to learn about.


I concur.
I have been going through the company announcements via valuebuddies link everyday on weekday almost without fail. Some announcements provide unexpected value-add even when they are not in my existing holdings. Somehow someday they will.
(12-01-2017, 02:45 PM)BlueKelah Wrote: [ -> ]But with the general feed there is just too much to look at I reckon, much of which may be irrelevant to a value investor==noise

Imho it's better to screen for stocks that fit ones criteria then put them in a watchlisT and closely monitor news that may be catalyst.

More importantly I prefer macro news updates. For eg. If u own a few  semiconductor stocks, it's useful to follow the general happenings in the sector. If the sector news is positive, then very likely the semiconductor companies one owns should do well and there is no need to focus so much on each stock.

However for a trader.speculator. short term  type investor then probably keeping tabs on all companies will increase opportunity of picking up on certain bullish events like share buy back and insider buy in.

Sent from my MotoG3 using Tapatalk

I would like to think that reading the macro news wld really be noise for the value investor. Smile But sometimes, noise in one's eyes is definitely music for another.

For retail OPMI who have another full time job or other (family) responsibiliies, i do agree that it is not easy to read EVERYTHING. What i do practise myself is LOOK at everything but just READ those that comes out from my mental filter. Forum with discussions help even more to stir the indepth studies n further reading.
(12-01-2017, 06:33 PM)weijian Wrote: [ -> ]
(12-01-2017, 02:45 PM)BlueKelah Wrote: [ -> ]But with the general feed there is just too much to look at I reckon, much of which may be irrelevant to a value investor==noise

Imho it's better to screen for stocks that fit ones criteria then put them in a watchlisT and closely monitor news that may be catalyst.

More importantly I prefer macro news updates. For eg. If u own a few  semiconductor stocks, it's useful to follow the general happenings in the sector. If the sector news is positive, then very likely the semiconductor companies one owns should do well and there is no need to focus so much on each stock.

However for a trader.speculator. short term  type investor then probably keeping tabs on all companies will increase opportunity of picking up on certain bullish events like share buy back and insider buy in.

Sent from my MotoG3 using Tapatalk

I would like to think that reading the macro news wld really be noise for the value investor. Smile But sometimes, noise in one's eyes is definitely noise for another.

For retail OPMI who have another full time or other (family) responsibiliies, i do agree that it is not easy to read EVERYTHING. What i do practise myself is LOOK at everything but just READ those that my mental filter comes out with. Forum with discussions help even more to stir the indepth studies n further reading.

Well I should phrase it differently. What I mean by sector happenings and sector news are like news relating to indicators which usually comes with hard numbers, for example in semicon, u might want to keep track of book-to-bill ratio or news about dram prices, and how revenue/eps at big companies like AMAT or TSMC etc. are doing. For Shipping it might be useful to keep track of things like BDI. For palm oil plays, oil price and weather/production news would be helpful to know.

for me at least, these will be helpful indicator to me which sectors might be likely experiencing turnaround and would be good place to look or screen for value stocks. Or if they are on my watchlist probably time to jump in. It will also tell u when is not a good time to buy into a sector. It doesn't take up a lot of time and quite easy to do with the right websites bookmarked. In my experience, the type of "macro news/indictor news" I read is definitely not noise, though many experts have advised that its more important to look at the value in a particular stock rather than the "noise" of the market.

Of course before buying a value stock, it would have to fit into my criteria. 

IMHO it is impossible to read EVERYTHING, and not easy to read a lot of things. However once you have been investing in stocks or should i say businesses long enough, you will notice that it is more time efficient and productive and profitable to focus on and keep up to date on news in a specific sector and slowly build on that knowledge sector by sector.

After all even experts like Buffett have sectors like technology/semicon which before recent times he totally ignored any news or information or financials from these companies/sector.
Feel chatty.

Actually, being a value buddies is very frustrating.

Most of the time we are able to spot a good company easily.
(how else? just by reading vb.com law)

I dare says that especially during difficult times,
it's easier to spot a good company.

E.g. Most season value buddies can quickly name 
"Top 5 most under-value company in SGX", etc

However, we are (or I am definitely) very *unhappy* that
these top 5 companies are already running up.

The price is usually not right (for me).



Once,  I saw one Value buddies mentioned that his bro
is using 52 weeks low as a starting point for choosing
under value stocks 
- this really put a smile on my face.

I enjoy doing this too.
Especially if these 52 weeks low stocks met my criteria 
then it will be a easy buy
at the "right" price (quickly).

If not, at least, the waiting is not too long (relatively to non-52 week low stock).

Of course, season valuebuddies say this is very dangerous.

And, I agrees, we must know our limit ($), 
our temperament  is especially important
when buying un-loved cheap stocks.

Like the saying: 
Cheap can be cheaper.

Big Grin I don't know about you, this could be an edge for me.
(picking stocks from 52 week low listing).

Why bother to waste your time reading so many "other" company news?
Must well spend time doing what you like?
like this:


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