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16-05-2016, 06:30 AM
In VB, we focus on value investing, if we find value in a put option, we can buy it, and this is still value-investing right? However the way I determine value tend to be more generally accepted approach, which I look at PE, dividend yield etc. In most cases when I was wrong in my thesis, I still managed to recoup my loss from the dividend.
To speak about crash, I think this is probably still too early. In the past, crash tend to come when everyone are cheering on the market. Despite weaker corporate earnings and poor economic data, we should see some divergence in the market which don't seems to be the case now. I guess that we could see 3500 in sti before the bear really come fast and furiously. In timing wise, most people are expecting 2016 but, with contrarian view, I say late 2017.
Lastly, I would think that "cash is king" now. If I am buying, first criteria must be cash rich and low debts.
To speak about crash, I think this is probably still too early. In the past, crash tend to come when everyone are cheering on the market. Despite weaker corporate earnings and poor economic data, we should see some divergence in the market which don't seems to be the case now. I guess that we could see 3500 in sti before the bear really come fast and furiously. In timing wise, most people are expecting 2016 but, with contrarian view, I say late 2017.
Lastly, I would think that "cash is king" now. If I am buying, first criteria must be cash rich and low debts.