Welcome Guest ( Log In | Register )

6 Pages < 1 2 3 4 5 > » Bottom

Outline · [ Standard ] · Linear+

 STOCK MARKET DISCUSSION V150

views
     
moosset
post Jan 30 2020, 10:59 PM

Regular
******
Senior Member
1,917 posts

Joined: Sep 2012
QUOTE(Cubalagi @ Jan 30 2020, 10:48 PM)
Last 5 years, SPY has outperformed Brkb price wise and also pays dividends, unlike Brkb.
*
now I can't find it but the other day I calculated with different time frame (not 5 years), BRK was better.

so just all in S&P500?
moosset
post Jan 31 2020, 05:31 PM

Regular
******
Senior Member
1,917 posts

Joined: Sep 2012
QUOTE(buncho89 @ Jan 31 2020, 04:12 PM)
Wow lots of counters nosediving... anyone know what’s up? Cos of corona virus? Lol
*
you mean Bursa?

Tesla and Amazon are up 10%!
moosset
post Feb 1 2020, 09:10 AM

Regular
******
Senior Member
1,917 posts

Joined: Sep 2012
Is this the correction we needed?
moosset
post Feb 3 2020, 04:03 PM

Regular
******
Senior Member
1,917 posts

Joined: Sep 2012
my european ETFs have rebounded... so it will not be any red today?
moosset
post Feb 3 2020, 08:06 PM

Regular
******
Senior Member
1,917 posts

Joined: Sep 2012
QUOTE(Cubalagi @ Feb 3 2020, 05:05 PM)
Looks like markets have calmed down, even klci has narrowed its losses. Not sure whether it's premature tho..

*
I thought everyone was expecting the market to have some sort of correction.... bangwall.gif

by the way, does USD tend to strengthen in times of market uncertainty? so it's best to hold USD as opposed to SGD or any other currencies?
moosset
post Feb 3 2020, 09:35 PM

Regular
******
Senior Member
1,917 posts

Joined: Sep 2012
QUOTE(Cubalagi @ Feb 3 2020, 09:12 PM)
USD, JPY and CHF are the safe heaven currencies.
*
I'm actually fond of JPY but not so much on Tokyo Stock Exchange.
JP likes to weaken their exchange rate to boost export. So if you hold JPY, it might devalue.

Having said that, I read somewhere that BoJ is almost running of options, might not be able to devalue the yen even with lower interest rates and more QE.


QUOTE(GenY @ Feb 3 2020, 09:17 PM)
WTF, major Asian markets have been shitty for most of the past few years. FBM KLCI just hit 9 year low.

LOL, unless u are referring to US markets lah.
*
sorry, yes. Was referring to US/EU stock market correction that everyone was talking about.

For KLSE, no more correction needed. laugh.gif
moosset
post Feb 4 2020, 06:00 PM

Regular
******
Senior Member
1,917 posts

Joined: Sep 2012
what is 70c icon?

you guys are so advanced!!
moosset
post Feb 6 2020, 07:17 PM

Regular
******
Senior Member
1,917 posts

Joined: Sep 2012
QUOTE(whoopa @ Feb 6 2020, 02:38 AM)
it means 70cents per share for the company called icon
*
ah, I see. Thanks!
moosset
post Feb 7 2020, 09:26 AM

Regular
******
Senior Member
1,917 posts

Joined: Sep 2012
LGE ‘Malaysia free from recession risks’

https://www.theedgemarkets.com/article/mala...recession-risks
moosset
post Feb 11 2020, 06:55 PM

Regular
******
Senior Member
1,917 posts

Joined: Sep 2012
QUOTE(lfw @ Feb 11 2020, 10:56 AM)
user posted image

anyone can explain why the one year total return is negative but it still have dividend yield?

hmm.gif  hmm.gif  hmm.gif
*
total return includes capital gain (increase in share price) and dividend.
A company can have profits and declare dividends, but still see their share price tumbles. Profits doesn't necessarily translate into an increase in share price.

In this case, they have dividend but their share price dropped, which resulted in negative total return.
moosset
post Feb 12 2020, 09:25 PM

Regular
******
Senior Member
1,917 posts

Joined: Sep 2012
QUOTE(Cubalagi @ Feb 12 2020, 05:49 PM)
No.. Introducing GST now will just hit consumer confidence more. Consumer is currently  what is holding up the economy from further drop. Now with the virus.. That's at risk too.

It's just that PH govt is so slow and uncoordinated. Probably busy playing their stupid political games.
*
sometimes I feel like investing in Malaysia (whether stock market or as a country or any other aspects), is like investing in a company with bad management. sad.gif
My local to foreign share ratio is about 60:40 now. If I liquidate all the local shares, then the return would be worse than FD. cry.gif
moosset
post Feb 19 2020, 11:04 AM

Regular
******
Senior Member
1,917 posts

Joined: Sep 2012
what is rakuten points?? can use in Japan?
moosset
post Feb 24 2020, 12:26 AM

Regular
******
Senior Member
1,917 posts

Joined: Sep 2012
sigh... should have disposed more shares in Bursa and ventured to international shores.... sad.gif

This post has been edited by moosset: Feb 24 2020, 12:27 AM
moosset
post Feb 24 2020, 05:26 PM

Regular
******
Senior Member
1,917 posts

Joined: Sep 2012
is it time to buy US stocks now?
moosset
post Feb 24 2020, 06:39 PM

Regular
******
Senior Member
1,917 posts

Joined: Sep 2012
A dozen of towns in Italy are under lockdown due to nCOV.

Since it's free movement in the EU, nCOV should spread easily within EU.

will this trigger a bear market in the US?

should have hold on to my silver earlier this year. bangwall.gif bangwall.gif

This post has been edited by moosset: Feb 24 2020, 06:40 PM
moosset
post Feb 24 2020, 11:54 PM

Regular
******
Senior Member
1,917 posts

Joined: Sep 2012
QUOTE(Cubalagi @ Feb 24 2020, 11:10 PM)
Huge drop in US!

I remember back in 2008, Malaysia had its first political tsunami and BN lost its 2/3 majority. Then, the KLCI dropped more than 100 points! However investors who thought its goos to buy cheap later got burned as a few months later, the whole global markets had a meltdown followed by the recession of 2008/09..

With this political crisis in Malaysia now, I'm wondering whether history will repeat?
*
so we are waiting for this combo, world financial meltdown + M'sia political meltdown?
moosset
post Feb 25 2020, 12:27 AM

Regular
******
Senior Member
1,917 posts

Joined: Sep 2012
I was reading this article:
https://investorplace.com/2020/02/5-vanguar...warren-buffett/

what do you guys think about Consumer Staples ETF (VDC) and US short term treasury ETF (VGSH)?
does the value of VGSH go up if US goes into recession?


QUOTE(Cubalagi @ Feb 25 2020, 12:18 AM)
I can't see the future.. but if KLCI continue to fall this week I will start to feel very tempted to sapu some of the Blue Chips.

So I guess my post is a reminder to self, not to go overboard.
*
but how long does it take to recover? say, how long before Maybank returns to its past glory of RM10?

This post has been edited by moosset: Feb 25 2020, 12:58 AM
moosset
post Feb 25 2020, 01:03 AM

Regular
******
Senior Member
1,917 posts

Joined: Sep 2012
QUOTE(Cubalagi @ Feb 25 2020, 12:48 AM)
My crystal ball not working well. But I think I can see 2Q2022. 😆
*
so you're ok with little to no growth from now until 2Q2022 then.
and you expect m'sia economy to recover in 3 years. I see. thumbsup.gif

about VGSH, why short term? why not medium term or long term?

QUOTE(Yggdrasil @ Feb 25 2020, 12:56 AM)
For me, I will just stick to my favourite QQQ ETF and keep buying if it falls.
Moving in and out incurs fees and the chances of messing up is high.

*
same here. I mostly stick to S&P500, Nasdaq100 and Tech ETF.
but just in case the US growth has come to an end, would be nice to have some backup. Thinking of setting 10% in consumer staples, although I'm already in about 5% in dividend aristocrats.

This post has been edited by moosset: Feb 25 2020, 01:14 AM
moosset
post Feb 26 2020, 12:28 AM

Regular
******
Senior Member
1,917 posts

Joined: Sep 2012
Looking at Berkshire's top 10 portfolio, they are heavily invested in AMEX and APPLE.

but is AMEX still relevant? Even Diners Club also almost unheard of now.... AMEX still earning lots of money?



QUOTE(Cubalagi @ Feb 25 2020, 01:27 AM)
Short term vs long term Treasuries

Long term treasuries will increase more if there is a recession, but what if actually this recession doesn't happen? It will fall in price more. And the dividend/interest which is not so great to begin with may not cover that loss of Capital.

So short term is less risky then long term. Less price volatility.

Medium term: It is somewhere between the two. In fact, I tend to prefer medium term.

Btw medium is usually called Intermediate
*
but bonds ETF are different from bonds right? For bonds, you capital is guaranteed at the end; but for ETF, no such capital guarantee?


Attached thumbnail(s)
Attached Image
moosset
post Feb 26 2020, 04:07 PM

Regular
******
Senior Member
1,917 posts

Joined: Sep 2012
since we are expecting a recession as the nCOV gets worse, which currency is likely to appreciate based on past experience?
I feel like every country other than US looks gloomy.


QUOTE(cherroy @ Feb 26 2020, 03:28 PM)
Incorrect.
Bond capital is never guaranteed. Bond is subjected to default risk especially those junk bond. 
In fact, one can lose money in bond if it is defaulted.

Bond ETF is similar to bond fund or bond unit trust except it is traded in open market, just like any other ETF.
*
ah, yes. I mean, you get your original capital at the end of the maturity if the company/country doesn't go burst. sweat.gif

6 Pages < 1 2 3 4 5 > » Top
 

Change to:
| Lo-Fi Version
1.4293sec    0.20    7 queries    GZIP Disabled
Time is now: 13th December 2025 - 11:37 PM