tag:blogger.com,1999:blog-6897513886211197509.post735453987077927746..comments2024-03-29T16:34:17.069+08:00Comments on Singapore Man of Leisure: 三善英史 裏町人生Singapore Man of Leisurehttp://www.blogger.com/profile/13774067113884418001noreply@blogger.comBlogger12125tag:blogger.com,1999:blog-6897513886211197509.post-13055388253812559192011-08-19T17:05:05.129+08:002011-08-19T17:05:05.129+08:00Heng ah!
Mine starts with M.Heng ah!<br /><br />Mine starts with M.Singapore Man of Leisurehttps://www.blogger.com/profile/13774067113884418001noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-18586570427029482972011-08-19T16:49:08.832+08:002011-08-19T16:49:08.832+08:00i hope it not start with an A, a property stock ha...i hope it not start with an A, a property stock haha.coconuthttps://www.blogger.com/profile/09479603768240288905noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-56683899492052421772011-08-19T16:34:05.299+08:002011-08-19T16:34:05.299+08:00So you are the one pushing down my 5% yielder! $@%...So you are the one pushing down my 5% yielder! $@%!^&*!<br /><br />LOL!<br /><br />Win-win. You make money first short-term; I make later in 12 months. No conflict!Singapore Man of Leisurehttps://www.blogger.com/profile/13774067113884418001noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-30369008736546234482011-08-19T16:24:22.163+08:002011-08-19T16:24:22.163+08:00this is my guide though it depends on market condi...this is my guide though it depends on market condition at that time, i use STI as marker, i like to see at least a 50% correction in them before i start buying.<br /><br />3300- (3300-1500)/2 = 2400. (STI index) at least.<br /><br />of cos its just a guide and i might change it if i'm wrong in the direction.coconuthttps://www.blogger.com/profile/09479603768240288905noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-19746052701575520502011-08-19T16:08:59.158+08:002011-08-19T16:08:59.158+08:00by the way i added 1 more shorts this week. i have...by the way i added 1 more shorts this week. i have to pay i think 5% dividend to the buyer! not receiving them. its a short term trade i wouldn't care about paying.coconuthttps://www.blogger.com/profile/09479603768240288905noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-46463736194962436382011-08-19T15:58:25.265+08:002011-08-19T15:58:25.265+08:00think this way, interest rate is "zero",...think this way, interest rate is "zero", stock yield and corp bond are at 4-10%, why so stupid not to buy and keep money in safe? but stock market does not function this way, neither does it respond to economic performance.<br /><br />if you have invested its ok, hold on to it, 10% is yummy. learn to sit tight and love your losses and look for other cheap buys.coconuthttps://www.blogger.com/profile/09479603768240288905noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-48228854496048725802011-08-19T14:25:29.724+08:002011-08-19T14:25:29.724+08:00Before this round of "correction", I was...Before this round of "correction", I was already 35% in cash. And as one of my major core holdings will be "enbloc" soon, that will leave me 60% in cash. I thought this buy-out will come next year; so was pleasantly surprised - not that I am complaining!<br /><br />The buy 2 Fridays ago was meant to balance my core defensive and dividend holdings back to 50% equities. I am now 1/3 committed into the planned 10% equities rebalancing.<br /><br />I have been planning for this "correction" since Dec 2010 - talk about being too early! The March Japanese tusnami "dip" turned out to be a "head-fake" - lucky I didn't buy into it!<br /><br />My past mistakes and lessons are paying dividends now. I don't ask questions now. I just wait and ACT - when the opportunity arises :)Singapore Man of Leisurehttps://www.blogger.com/profile/13774067113884418001noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-53100502777493314092011-08-19T14:06:07.508+08:002011-08-19T14:06:07.508+08:00Thanks to Coconut's concern, I would like to s...Thanks to Coconut's concern, I would like to share my "context" to share why it's futile to ask others: "Have yoy bougth?" or "Have you sold?"<br /><br />Unless you know the whole picture, there is danger of falling into the 4 blind men describing an elephant "trap".Singapore Man of Leisurehttps://www.blogger.com/profile/13774067113884418001noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-36939854634038717622011-08-19T13:58:58.651+08:002011-08-19T13:58:58.651+08:00Thanks Coconut!
I made a small buy 2 fridays ago ...Thanks Coconut!<br /><br />I made a small buy 2 fridays ago for a defensive counter that will go ex-dividend next week with a 4.9% semi-annual yield (annualised 9.8%).<br /><br />The trade was "right" - based on the information I had at that time, but the weekend US debt got downgraded by S&P, I knew I bought "early" - it's now under-water by 7% - not yet hit my 10% cut-loss point :)<br /><br />That trade was my "advance party" - 1/3 of my planned buy. I have 2/3 bullets left allocated for this stock.Singapore Man of Leisurehttps://www.blogger.com/profile/13774067113884418001noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-85237909970406807052011-08-19T11:27:10.248+08:002011-08-19T11:27:10.248+08:00and make very sure we use cold hard cash to buy, n...and make very sure we use cold hard cash to buy, not borrow or emergincy money.coconuthttps://www.blogger.com/profile/09479603768240288905noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-66736732901045397582011-08-19T11:23:54.350+08:002011-08-19T11:23:54.350+08:00i see you opening up your wallet thats why i wrote...i see you opening up your wallet thats why i wrote this. can we buy, ofcos we can but we gonna sit on it for a while. take your time to do it.<br /><br />we are deleveraging, debt redemsion, restructuring, regulatally everywhere. its going to reach us eventually.<br /><br />like owing money to the "along", they will keep knocking our door until we pay up.coconuthttps://www.blogger.com/profile/09479603768240288905noreply@blogger.comtag:blogger.com,1999:blog-6897513886211197509.post-11998293371242692542011-08-19T08:57:45.788+08:002011-08-19T08:57:45.788+08:00wow no need to do that, but thanks haha.
like thi...wow no need to do that, but thanks haha.<br /><br />like this song, i feel really terrible about the future, i'm not a crazy bear.<br /><br />in the 20s many knows the stock market crash but no body expected the great depression. well this time is quite similar. we have the 08/09 crash but did anyone suspect we are heading for a depression? a prolong economic downturn world wide?<br /><br />but that does not mean we cannot trade stocks. it will not break 08/09 low i guess.coconuthttps://www.blogger.com/profile/09479603768240288905noreply@blogger.com