Wednesday, April 30, 2008

SOTONG QUEEN 出手了

今天以$6.65的价钱买了TXXXXX.

这是我第一支认识的股票;从我老爸那儿。
老爸在年头时建议我:tttttt只要破$9.00,就可以买啦~~~
所以,一直留意他从10跌到9,在从9跌到最低点的6.60。。。。也让我对这支股信心浅浅。
但还是一直monitor着。没有一点基本常识的我,让我对这支股裹足不前。。。

一直到今天有幸得到了shi fu sam 的e-mail,也得到了一些宝贵的资料.
哇哇哇!!!!tttttt!!!他们竟然也在说它是海底里闪亮的宝石!!!

所以。。。。我出手了!!!!

Tuesday, April 29, 2008

Leasson from http://samgang.blogspot.com/ JAN 07

quoted : Warrant is one of the best tool to make great returns during bull market & vice versa. Look at crestbldr latest earnings, a big gain in percentage.
Its' warrant expiry date is in 2013!
Conversion 1.00, volume slowly picking up & I am sure that 2nd liners will catch up soon especially those counters with good earnings and pe <10.
A good lesson learnt.
However, I still have confident on mieco in mid & long term . I will review this counter when time is right ^V^

My strategy : I will take profit during this bull period & will definitely buy back 2 days before Chinese New Year.
SELL ON STRENGTH & INVEST BACK 2 DAYS BEFORE CNY OR CI REACHES 1,150, WHICHEVER COMES FIRST^v^

...........................................................................................................................................................................

my method of selection is based on low pe with good future earning plus a little bit of mav200days for my funds allocation.

Please bear in mind that this is mid and long term investments and you must have patience.
n other words, HOLDING POWER & TRADE AT YOUR OWN RISK. If unsure, please consult a qualified financial consultant.

In future, i will classify my stock picks under 2 categories:
1) TB= trading buy; more towards hit & run with gains from 20%+- in 3 to 6 months' time.
2) VB=value buy; with gains from 50% & above. This skewed towards mid & long term buy.

Please note that my stock picks are skewed towards mid & long term. Slowly but surely. If you expect a rocket zooming stock within contra period, I am sorry to inform you that the rocket will definitely land you in "holland".

Saturday, April 26, 2008

上了很多的第一课

从网络里得知挑选股票要知道如何计算PE., 这好像是基本功。
蓝筹股,PE 最好<20
二三线股, PE 最好<15

今早就受教于黎明。。。获益真的不浅。
黎明的心水货是ENG. & LEADER.

ENG - SEMI CONDUCTOR.
半年前他分别以$1.28 & $1.16买进。 据他说,这是一个买了睡觉也会安心的股。
每年的DIVIDEND 在6-9% 里。 (这是我有兴趣的原因之一)

每一年ENG都在赚钱。他要我详读它挂在BURSA的报告。然后又教我如何计算PE.
拿了FY07 ENG为例:

EPS $0.124
DIVIDEND : $0.09
CURRENT SHARE PRICE : $1.28

PE : 1.28/ 0.124 = 10.322 (所以低于20 或 15)

备注 :如果他的PE 在15 , share price should be $1.85 (thus ENG is under value)
如果他的PE 在20 , share price should be $2.50 (thus ENG is under value)

需要注意PROFT AFTER TAX, ASSET PER QUATER (如果精细一点,还要把银行的借款给扣掉,因为那还不真正属于ENG) 还有他的CASH FLOW。

他说外国投资家都觉得马来西亚 值得投资,因为马来西亚全国PE在15。
但他个人觉得马来西亚的股市不像其他国家那样,因为有个‘虎拜’的政府。

另一个他所介绍的是LEADER.
他说LEADER是东南亚电缆之王,还值得留意。
前几年都一直在亏损状态,因为十年前投资INDIA & CHINA失利。但近年反亏为赢,但暂时还是不能拉平以往的亏损。 但还是值得留意。 所以,我也考虑研究这只含苞待放的LEDEAR.

LEADER :半年前他以$0.58买进,现在察看。。。。哇$0.945 鸟!!!

他也教我要分散投资。。。。其实我一直都有这个疑问。。。。谁不懂要分散投资,但所谓的分散定义和领域是什么???

是把钱分散投资到同行业,不同的公司的股票?
还是把钱分散投资到不同行业的股票?

他的答案竟是: 把一部分的钱转向比较平稳的信托。(以前他也没兴趣信托)

他说以前因entertain而买下了public bank的 public equitor ($0.85买进) & broker select fund. 利息竟然有意想不到的10%之多~

他还教我不可听信所谓的‘消息’和看‘报道’。
他说没有一只股会因为没有拿到任何一个project而飙升。 他说那些听消息的股你可以注意到,这几天的涨价会是后几天的投牢!!
一定要看bursa 的annoucement... 那才是confirm 的消息。

或许对些前辈这些都是微不足道的东东。。。。但对于sotong我。。。。哇!!! 真的虚心学习。

!!开张大吉!! **嘻**

是去年吧~ sotongqueen就想游往悠悠股海。
对于深不可测的股海世界是即兴奋又怕受伤害。。。

**下定决心,就要勇往直前**

所以sontongqueen决定要记录在这悠悠股海里的历险记!