Back

Latest Forum Topics / Others

Post Reply

Buy Now, But For Long Term Post Reply Rate topic
ten4one Master	16-Aug-2006 05:42        ten4one About Contact  Quote this Post!
x 2   x 0  Alert Admin	If you've spotted one please let me know, and I shall pay you a 40% commision for your hardworks.....hahahaha ! One more thing, never, never put good money into a 'fallen hero' and try to  average-down unless you're really a savvy Trader and know exactly when to pull out. Cheers!!!!
Useful To Me  Not Useful To Me
billywows Elite	16-Aug-2006 00:08        billywows About Contact  Quote this Post!
x 1   x 0  Alert Admin	Oops! I have forgotten to stress that to hold for long term, it is very important to spot a good stock before everyone does and then hold it and wait to reap your fruits. As to what is a good stock to buy, you gotta do your own homework (not though newspaper & TV). No point holding to a bad stock. If its a dead duck stock, do as Ten4one mentioned below - super cut loss real fast! Sorry for the confusion on this buy and hold here ya ...
Useful To Me  Not Useful To Me
billywows Elite	15-Aug-2006 22:04        billywows About Contact  Quote this Post!
x 0   x 0  Alert Admin	Maybe we local trade stocks very differently from the US, ten4one ... another interesting read from those US analysts below. Hope we can learn and trade like them to have better returns. Any hated or unloved S'pore stocks right now? CSM?? :P -------------------------------- 5 Ways to Find Bargains By David Meier (TMFHumbleServant) July 24, 2006 What do these stocks have in common? Company Industry Countrywide Financial (NYSE: CFC) Financial Services Sears Holdings (Nasdaq: SHLD) Retail Freescale Semiconductor (NYSE: FSL) Semiconductors AES (NYSE: AES) Merchant Power Brookfield Asset Management (NYSE: BAM) Holding Company At first glance, not much. They operate in different industries. There aren't any fast growers. And I wouldn't consider these "popular" stocks. So how are they the same? They are examples of the market's five bargain opportunities that investing greats constantly look for to beat the market. Without further ado, here are the market's five best must-knows. 1. Great company, good price Wally Weitz's portfolio is full of great companies that temporarily go out of favor in the marketplace, giving him an opportunity to buy shares in a great company at a good price. Countrywide is a solid mortgage lender and financial services company that has generated solid returns on equity as it has grown. No wonder Weitz and Bill Miller (see below) own big chunks of it in their funds. 2. The turnaround Given what Eddie Lampert has done with Kmart and Sears, he's got to be in line for the title of "Turnaround King." Lampert grabbed control of Kmart in bankruptcy, started a rational capital allocation program, and has watched the stock take off over the past three years. Bill Miller and Martin Whitman (also below) also own shares. 3. The spin-off Joel Greenblatt laid out the case for spin-offs in his book You Can Be a Stock Market Genius. Value investing star David Einhorn of Greenlight Capital was clearly paying attention, applying these principles to Motorola's (NYSE: MOT) Freescale Semiconductor spin-off, which has almost doubled since its July 2004 debut. 4. Unloved and mispriced Bill Miller, manager of the market-beating Legg Mason Value Trust, loves the unloved. That because when "the market is either wrong about how important something is, or wrong about when that something occurs, or both," that creates opportunity. The market was wrong about AES going under like its cousin Enron, and Value Trust shareholders have benefited from Bill's variant perception. 5. The asset play Mr. "Safe and Cheap," Martin Whitman of Third Avenue Value, loves companies that have great assets and generate lots of cash flow. And he loves them even more when the market doesn't quite understand them fully and sells them at a discount -- as it did with Brookfield. These are the tools great investors like Weitz, Miller, Whitman, Greenblatt, and Lampert use to outperform the market. And outperform they have. And the moral of the story is ... Every day, the market offers up bargain opportunities. We don't always know what form they'll take. But like the great investors mentioned above, Philip Durell and the Inside Value team know the five types of values to look for. That's why they've recommended great companies at good prices, such as Wal-Mart (NYSE: WMT), and turnarounds such as MCI, which was bought out by Verizon.
Useful To Me  Not Useful To Me
YenYen Member	15-Aug-2006 16:55        YenYen About Contact  Quote this Post!
x 0   x 0  Alert Admin	i cleared my portfolio earlier at a huge loss. Funny thing was i actually felt lighter after that. Happy i could start afresh now with whatever cash i got back. Hope i don't fall into same trap again.
Useful To Me  Not Useful To Me
jessie Senior	15-Aug-2006 16:20        jessie About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi ten4one, thank you for your advice and encouragement. I am learning to horn my trading skills from you guys here....
Useful To Me  Not Useful To Me
ten4one Master	15-Aug-2006 13:56        ten4one About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi jessie, At least you've learnt to cut losses now and that's the big step forward in Stocks investment. Cutting losses not only prevent you from losing more cash but also help you to free up your own capital for your next battles. My principle in trading is quite simple - ALWAYS HAVE READY CASH TO FIGHT the next battles. You'll win some and lose some, most important keep yourself  fighting-fit and  be ready to 'kill' again. Cheers!!!!!! PS. Like Kenny Roger said : " Never count your money 'till the deal is done"
Useful To Me  Not Useful To Me
jessie Senior	15-Aug-2006 09:22        jessie About Contact  Quote this Post!
x 0   x 0  Alert Admin	Some people said that in today's market, one cannot hold shares for very long term ie for many many years - unlike in our parents time when they bought stock and kept for generations.  Around Year 2000 time, I bought shares ranging from 45 to 65 cents and when price kept falling, I told myself that I would hold it for long term and wait for market to recover. However, till todate, the share prices is only ranging from 2 cents to 10 cents ! Sigh... I have now heeded our Gurus' advice and cut loss.
Useful To Me  Not Useful To Me
ten4one Master	15-Aug-2006 05:33        ten4one About Contact  Quote this Post!
x 0   x 1  Alert Admin	MM Lee has his ups and downs .....and if not for the 'Few Good Men' and some lucks S'pore would've gone down the drain. Anyway, managing a Nation can never and would never be the same as managing a stock portfolio or investment funds - all these are just a small parts in a running a Nation! There won't be another W. Buffett or a George Soros for that matter. You may have read all their works or went under their tutelages and you still can't be a WB or Soros! Tradings require guts and six-sense to make it BIG!!!! And I believe no one could 'time it so well' with total commitments with a huge position in the (Bank Of England Saga) as George Soros, period. Cheers!!!
Useful To Me  Not Useful To Me
billywows Elite	15-Aug-2006 03:50        billywows About Contact  Quote this Post!
x 0   x 0  Alert Admin	One thing for sure, MM Lee always have far visions (long term) .... maybe it takes lots of patience and guts for long term trading cos I myself have not tried it before.Maybe that's why we cannot be another Warren Buffett? Heehee!
Useful To Me  Not Useful To Me
singaporegal Supreme	14-Aug-2006 22:37        singaporegal About Contact  Quote this Post! Style: Technical   Mood: Yells: "Female TA nut"
x 1   x 0  Alert Admin	To me... holding a stock long term actually increases your risk becuase your hard-earned money is inside the stock market and therefore subject to market conditions. If you are a short term trader like me, your money is mostly out of the stock market and therefore the overall risk (in any given timeframe) is lesser. Hehehe... this comment of mine sure kanna shot down by FA people! Feel free to slam dunk me!  :)  This is an open forum!
Useful To Me  Not Useful To Me
billywows Elite	14-Aug-2006 17:22        billywows About Contact  Quote this Post!
x 0   x 0  Alert Admin	Those notes I posted are from US analysts. Warren Buffett did it with coca cola and etc ... all blue chips. Maybe it works well to hold stocks on a long term only in US? Well, it all depends on when we got in (buy) ..... And luck plays a role too these days due to sudden tensions/wars, terror fears and diseases (bird flu). Trade with care ya. :)
Useful To Me  Not Useful To Me
hikitty Master	14-Aug-2006 17:02        hikitty About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree with ten4one regarding long term.  There are many stocks which show long term potential but have been languishing for some time. It does not make sense to think long term when our life is NOT long term.  Sadly, there has not been a broad-based rally, unlike the one in March 1999.  Many who bought their stocks at their peak in 1999 (e.g. MCL Land was $2.38 and Neratel $2.00 at their respective peak then) do not wish to sell at a loss as they have been holding on to them since then, that is for seven long years.  Yes, MCL has long term potential, which is why Hong Kong Land bought into it, but offered only $1.75 per share.  There were not enough sellers to allow Hong Kong Land to  privatise it.  The reason is obvious!
Useful To Me  Not Useful To Me
ten4one Master	14-Aug-2006 09:32        ten4one About Contact  Quote this Post!
x 3   x 0  Alert Admin	To me Long Term without any time-frames means forever and ever!!!!!! It is not that I don't believe in Long Term Investment strategies; it is simply that in any investment strategies, there must be a specified term of time-frames. If there is none, it is not an Investment!!!!!!!  Any stock  that can bring in the cash is a Good Stock and if you've not cash-in yet, it is still in an open environment which could turn bad! Well, in the Stock Market, it is always differnt strokes for different folks. Cheers!!!!
Useful To Me  Not Useful To Me
singaporegal Supreme	13-Aug-2006 21:24        singaporegal About Contact  Quote this Post! Style: Technical   Mood: Yells: "Female TA nut"
x 0   x 0  Alert Admin	Thanks billywows! My perspective on this - For pure TA people like me, there's no such thing as a good stock or bad stock... only right or bad timing. A good stock to me today may be a bad stock in just 3-4 weeks time and vice versa. It all depends on price trends.
Useful To Me  Not Useful To Me
billywows Elite	13-Aug-2006 12:15        billywows About Contact  Quote this Post!
x 1   x 0  Alert Admin	Here are some recent interesting reads ....... Below's advices are to buy stocks with good fundamentals which have fallen 40% from their 52-week high and to hold them long term - not short. ------------------------------------- Stocks Ready to Rebound By Rex Moore (TMF Orangeblood) August 11, 2006 Tom says that in order to separate the legitimate companies from the has-beens, he looks for six things: a stock that's fallen 40% or more, a strong balance sheet, conservative accounting, skilled leadership, a large market opportunity, and fixable mistakes. If you find a company with these characteristics, take a good hard look, because you may be on to something. After all, nearly every great company has, at one time or another, been beaten down hard. Dell (Nasdaq: DELL), for instance, fell 70% in 2000, and Apple (Nasdaq: AAPL) was down even more that year. To see if there were any companies out there fitting that profile, I set up my Capital IQ screening tool with the quantitative elements of Tom's list. First, I limited it to companies trading on major U.S. exchanges with a market cap of at least $200 million (I didn't feel like venturing into risky micro-cap land for turnaround plays) and a stock price at least 40% off its 52-week high. ------------------------------------------ The Best Growth Stocks By Richard Gibbons August 11, 2006 As an investor, you should always be looking for growth. Share prices tend to follow a company's value, so investors should seek companies that are increasingly more valuable -- growth companies. The truly phenomenal stock market returns are made by holding on to superior companies that grow relentlessly for decades. Similarly, Dell (Nasdaq: DELL) has enjoyed incredible success by focusing on one important sustainable competitive advantage -- building the most efficient logistics system in the business, allowing it to sell PCs at a lower price than its major competitors. And shareholders have ridden that advantage to handsome profits. If you invested $10,000 in Dell in August 1990, you would now have approximately $200,000. Now, that's been great sustainable growth. These three ideas are central to a value investment strategy. Value investors aren't just looking for unpopular stocks. If anything, like Buffett, we prefer to purchase strong companies with excellent growth prospects because we recognize that such companies are worth significantly more than weaker companies. At the same time, value investors also know that if you overpay for that growth, then you're both increasing risk and reducing potential profits. ---------------------------------------- 5 Ways to Earn Better Returns By Tim Hanson (TMF Mmbop) August 12, 2006 The market is a fickle place, and even the Warren Buffett disciples have said they have no idea what will happen tomorrow. So how can you earn better returns? First, buy companies with superior management and wide market opportunities at good prices. Next, hold those companies for the 10, 20, or even 30 years. If you decide to heed these lessons, you're on your way to better returns. Remember, however, that they work only over long timelines. So don't go investing in stocks if you need money next month to, say, buy a house. ------------------------------------------- 10 Monster Stocks for the Next Decade By John Reeves (TMF Bane) August 12, 2006 Identifying blue-chip stocks is easy enough. The real question is: Can you make money investing in these companies? The financial "experts" would argue that you can't. But Hall of Fame investors Warren Buffett and Peter Lynch have proved that you can. I tend to agree with them. We've written often about Wharton professor Jeremy Siegel's research, which shows that the highest dividend yielders of the original S&P 500 handily outperformed the market average over the long haul. A major reason blue chips can anchor a portfolio is dividends. The above-listed companies all have steady, growing dividends that can juice your returns in bull markets and protect you in bear markets. Those dividends translate to cash, so you're getting the capital gains potential of some of America's strongest companies as well as the only sure thing the market has to offer: cash. Now's a good time The summer struggles of the stock market at large have hit some steady blue chips -- hard. Many are trading for their lowest multiples in five years. So now is a good time to go shopping. ----------------------------------
Useful To Me  Not Useful To Me

                                                         First   1-15 of 15   Last