Saturday, January 28, 2012

lol

PUNCAK大选是关键,雪州的选情左右PUNCAK的公司前景了,所以我们是无法掌握的。

切记。。。

不要给近期的涨幅冲昏头脑,必要时要回归基本面以及最重要的筹码面,问问看到时候大批的贵货谁愿意接手?

无可否认近期的外资很积极的将资金涌入亚洲股市,尤其是大马,造成股市节节攀升。但是试想想再好的筹码面,终有一日也需回归基本面,试问目前的经济基本面 VS 股市行情 = 是否合理呢?如此的经济基本面又是否能继续撑得住目前的指数呢?相信你我都很清楚吧!然而我们又如何得知指数何时才会回归基本面,哈哈~ 相信连巴菲特也不知道答案,何时回归基本面就要看外资几时要收网得力了,无可否认近期外资的确在市场上派了不少红包钱,那么你认为外资来大马的目的是来派钱的还是来赚钱的呢?哈哈~

送给你们一句杰克很喜欢的:

散户理财只求不错的回酬率而让它发挥复利作用,也不要去梦想奇高的报酬率。


你的M股动了很多点。 不管怎样,恭喜你。
JackyChoo 发表于 2012-1-28 13:30

我的MPI动更多点




My five principles for successful investing
1. Doing your homework -> Find great stock
2. Finding economic moats -> Find great stock
3. Having margin of safety -> Timing is important
4. Holding for long term -> review & review your holding
5. Knowing when to sell -> Let go if something not right/untrustable.




DQ RATING:
STOCK Yr 2008 Yr 2009
March March
=========== ====== ======
LPI 9.5 9.5
DIGI 8.0 8.0
NESTLE 8.0 8.0
PBBANK 8.0 8.0
PPB 8.0 8.0
SHELL 8.0 8.0
UMW 8.0 8.0
TOPGLOV 7.5 8.0
GENTING 8.5 7.5
PIE 8.0 7.5
AEON 7.5 7.5
BIPORT 7.5 7.5
KAF 7.5 7.5
OREINT 7.5 7.5
TANJONG 7.5 7.5
DLADY 7.0 7.5
PANAMY 7.0 7.5
RESORTS 8.0 7.0
GUINESS 7.5 7.0
MAYBANK 7.5 7.0
AMWAY 7.0 7.0
BAT 7.0 7.0
BKAWAN 7.0 7.0
CBIP 7.0 7.0
DIALOG 7.0 7.0
HLBANK 7.0 7.0
KLK 7.0 7.0
SIME 7.0 7.0
YTL 7.0 7.0
IOICORP 6.0 6.0
YTLPOWR 5.5 5.5
IJM 5.5 5.0
HALIM 7.0
MANULFE 7.0
MNRB 7.0
MSC 7.0
NAIM 7.0
NHFATT 7.0
PETDAG 7.0
PTARAS 7.0
QL 7.0

Personally I think DQ rating is a very good reference. At least it help me to filter a lot of companies...
I only list down those company with rating 7 and above (except 3 companies invested by me).
Does not include REIT here because of different category.




最近拿到的股息
KPJ,CIMB,QL,NTPM
(463.95)

ql cimb kpj 都说得上是成长股


13-12-11
买入UMCCA 6.625





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