Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed
7 Pages « < 4 5 6 7 >Bottom

Outline · [ Standard ] · Linear+

 Stock market V20, Bull mali mali..

views
     
AdamG1981
post Feb 7 2009, 03:02 PM

Look at all my stars!!
*******
Senior Member
4,030 posts

Joined: Apr 2008


QUOTE(cherroy @ Feb 6 2009, 06:30 PM)
Market cheer or up because high hope on stimulus package II which worth around USD 900 billions (3x of Malaysia  biggrin.gif ) which is going to be passed.

Even locally, Malaysia will have stimulus II as well which could worth RM 20 billions at the expense of high deficit budget of gov.

Australia also has stimulus package II, wow, everywhere stimulus, stimulus, indeed it is something or economy recession most of us (those born after 70's) never seen before or experience before.  sweat.gif

We might as well see the stablise of economy with little growth as well. There is no guarantee even the market has bottomed, market must go up, it can be just side way with little tilt on upside instead a V shape recovery (which a lot of people hope for, especially in stock market). It could be L shape for sometimes before everything back to normal.

Again DJ rebound from 79xx-8000 level which is the short term strong support line which has been tested three times already.

Just my 2 cents.
*
That's why I am stating there will be a 2nd half recovery for Malaysia's stock market. (Do remember that stock market is a leading indicator 6 months ahead of the underlying economy) The reason simply is that commodities market is ready to rebound and correct itself. If you look at soybean, soy oil , the substitute of cpo, it's been slowly climbing back up.

My take: Genting, IOI, KL Kepong, Asiatic, Alam, SeaLink, Sapcres, Ramunia, Petra Energy, Petra Perdana, Sime Darby, Zelan, Huaan should be closely looked at. Maybe certain steel counters like Lion Ind, and Kinsteel.


AdamG1981
post Feb 8 2009, 02:36 PM

Look at all my stars!!
*******
Senior Member
4,030 posts

Joined: Apr 2008


The treasury sec. might announce changes to mark to market accounting rules.

AdamG1981
post Feb 9 2009, 02:55 PM

Look at all my stars!!
*******
Senior Member
4,030 posts

Joined: Apr 2008


The plan of announcing the bad bank (financial rescue and recovery) plan on Tuesday is a political masterpiece. By postponing the announcement, the Senate will have the undivided attention and this will pressure the Republican Senators to pass the stimulus unwillingly. I don't think the spending bill will be defeated, but i predict it will narrowly pass.



This post has been edited by AdamG1981: Feb 9 2009, 02:56 PM
AdamG1981
post Feb 11 2009, 10:54 AM

Look at all my stars!!
*******
Senior Member
4,030 posts

Joined: Apr 2008


QUOTE(kingkong81 @ Feb 10 2009, 06:04 PM)
Regional market reactions are not too big though
*
China's market is bottoming, and its recovering. The regional is not falling as much because China's been slowly gobbling up commodities and restarting its growth engine.

As for local mart, UMNO election is coming and I am pretty sure window dressing will come to play by the end of the month. Not too sure on V-day rally.

Anyways; bought more KLK warrant.


AdamG1981
post Feb 11 2009, 10:58 AM

Look at all my stars!!
*******
Senior Member
4,030 posts

Joined: Apr 2008


QUOTE(kmarc @ Feb 10 2009, 07:54 PM)
Yeah, but I was actually expecting SIME to go up again today..... anyway, already sold so I'm not going to think about it anymore....

Still a lot of counters to sell off.... my LCL going down the drain....  sweat.gif
*
Yup, money is money. As long as the money is in the pocket, it's good enough.
AdamG1981
post Feb 11 2009, 11:02 AM

Look at all my stars!!
*******
Senior Member
4,030 posts

Joined: Apr 2008


QUOTE(kmarc @ Feb 10 2009, 07:59 PM)
Guess so... some realized profit.... but lots of unrealized paper loss.....  cry.gif hope LCL can post some good news soon....
*
Sometimes its best to cut loss so you can free up capital and buy something else that might able to earn back your profits.
AdamG1981
post Feb 11 2009, 11:09 AM

Look at all my stars!!
*******
Senior Member
4,030 posts

Joined: Apr 2008


QUOTE(jasontoh @ Feb 10 2009, 08:06 PM)
Actually I think it also depends on investment strategy. Let say counter A is for sepculative purpose, then it might be a good idea to cut loss. Else after you cut loss and buy another counter at this season where most counters are down, then you''ll continue to lose money. A fren of mine sold of some counters and make a hefty loss of 7k, then buy another counter which is currently less than 50% of its initial value...whereby if he din sell off those counters, his lost was not that much
*
Right, in his case, LCL is a speculative counter. IF you have blue chip counters (especially plantation stocks), i wouldn't advise to cut loss and buy a speculative stock just to recoup the losses. However. i don't think holding LCL will pay off.
AdamG1981
post Feb 11 2009, 11:14 AM

Look at all my stars!!
*******
Senior Member
4,030 posts

Joined: Apr 2008


QUOTE(cherroy @ Feb 10 2009, 08:12 PM)
Yup, if one is holding some good stocks that company still making profit and giving good dividend, then it might still hold'able' even though suffer paper loss.
As long as the stock is still giving good dividend, it is considered "perform".  icon_rolleyes.gif

Speculation for short term/fun and long term investment needs to be always separated it out, so that one is clear about the strategy and aim for holding those stock in the first place, then you will be more confidence and clear what you are doing.

For speculation and goreng, once goes wrong, it is always advisable to 'chop' it to limit your losses.
*
Yup, it's easier to recoup RM 500 than to recoup RM 5000. That's what i always advise my clients.

AdamG1981
post Feb 11 2009, 11:16 AM

Look at all my stars!!
*******
Senior Member
4,030 posts

Joined: Apr 2008


QUOTE(kmarc @ Feb 10 2009, 08:13 PM)
Wei, don't make me sad la..... the company is not that bad ma, even with high gearing and all  laugh.gif

Back to stock market! Anything interesting ka?  smile.gif
*
Nola, it's my point of view only.

Take a look at CPO prices, and plantation stocks.

AdamG1981
post Feb 11 2009, 11:21 AM

Look at all my stars!!
*******
Senior Member
4,030 posts

Joined: Apr 2008


QUOTE(jasontoh @ Feb 10 2009, 08:19 PM)
If your speculation more than investment, then it will be hard to gain back your money, especially now. But if the other way round, after 2-3 years, I think it will increase about 2-3 times, depending on the market situation also
*
Yes, if you purchase speculative stocks during a bear market, chances of you making big few years later is bigger since downside risk is now minimal. However, it also depends if the investor has patience or enough capital to cushion initial paper losses.
AdamG1981
post Feb 11 2009, 11:41 AM

Look at all my stars!!
*******
Senior Member
4,030 posts

Joined: Apr 2008


QUOTE(Junior83 @ Feb 10 2009, 08:28 PM)
Sifu, u speculate CPO will rally?
KLK-CH
09:44:46 Buyer's Price 0.13  1100
Ur buy?  brows.gif
*
Sold at 14 cents yesterday. My gf rebought it at 14 yesterday, today 13. So now ave @ 13.5 (100k shares)

Yup, i think CPO will continue to go up.


Added on February 11, 2009, 11:42 amStay away from US banks, especially Citigroup. Nationalization is the best option after "Mr forget to pay taxes" failed to deliver specifics.

This post has been edited by AdamG1981: Feb 11 2009, 11:42 AM
AdamG1981
post Feb 11 2009, 11:48 AM

Look at all my stars!!
*******
Senior Member
4,030 posts

Joined: Apr 2008


QUOTE(panasonic88 @ Feb 10 2009, 08:45 PM)
me gatai wan to buy IOI la...  hmm.gif
*
Yup, good choice.

AdamG1981
post Feb 12 2009, 04:14 PM

Look at all my stars!!
*******
Senior Member
4,030 posts

Joined: Apr 2008


Najib is going to announce his mini stimulus plans on March. Watch out for plantation / GLC counters.
AdamG1981
post Feb 13 2009, 09:24 AM

Look at all my stars!!
*******
Senior Member
4,030 posts

Joined: Apr 2008


Hey guys,

IT's a good time to be an American. You know why?

The government pays for your mortgage so you can keep your house! Woohooooooo

Seriously speaking, this is near bottom. Soon there will be a run on the dollar, and equities will bounce back fiercely.

Buy on dips.
AdamG1981
post Feb 13 2009, 10:19 AM

Look at all my stars!!
*******
Senior Member
4,030 posts

Joined: Apr 2008


LOL...join OSK188 biggrin.gif
AdamG1981
post Feb 13 2009, 10:28 AM

Look at all my stars!!
*******
Senior Member
4,030 posts

Joined: Apr 2008


Be careful if you are contra-ing warrants. smile.gif
AdamG1981
post Feb 13 2009, 10:38 AM

Look at all my stars!!
*******
Senior Member
4,030 posts

Joined: Apr 2008


Regional market is strong. Maybe waiting for more details on the new subsidy plans from Obama.
AdamG1981
post Feb 13 2009, 10:44 AM

Look at all my stars!!
*******
Senior Member
4,030 posts

Joined: Apr 2008


QUOTE(panasonic88 @ Feb 12 2009, 07:40 PM)
i heard that our stimulus plan will be announced on 15/3/09 (sunday)?
*
March 10th. Need to double check.
AdamG1981
post Feb 13 2009, 12:24 PM

Look at all my stars!!
*******
Senior Member
4,030 posts

Joined: Apr 2008


CPO - April RM 1960+++
AdamG1981
post Feb 13 2009, 12:31 PM

Look at all my stars!!
*******
Senior Member
4,030 posts

Joined: Apr 2008


Okay, see you guys later. Lunch

7 Pages « < 4 5 6 7 >Top
Topic ClosedOptions
 

Change to:
| Lo-Fi Version
0.0429sec    1.14    7 queries    GZIP Disabled
Time is now: 16th December 2025 - 10:42 AM