Sunday, May 30, 2010

2010下半年

不經不覺已經 5 月尾了!....
2010年上半年總括來說是一個上落市。由2009年11月的高位回到上星期的低位, 到底未? 我真係唔知道...有分析話 18900 已到底, 又有話反彈後再試18300-18400, 悲觀d睇到 16500.....各有各的理據。我不會抺殺所有的可能性, 只會問自己用什麼價錢? 買入了什麼股票? 為什麼買入? 股票估值如何? 自己能否承擔當中的風險?? 只要明白以上種種...就算 day trade or buy and hold 都能心安理得, 睡得著...zzzz

我會因自己的現金水平, 看價位吸立自己看好的股份....為長線投資繼續建倉!

Bookstore wondering

Wondering in bookstore....read this and that...

1. Blue Ocean Strategy - heard this for a long time, didn't finish it before today just have a quick read...strategy, customer groups, pricing strategy....nice to think more...it is quite a nice inspiration for those who is doing business!

2. Technical Analysis - On and off reading about this, still not much interest to make it deeper..but will try to read more and need to understanding more in it. Mostly I always put my focus on fundamental analysis rather than technical analysis. As I am not a day trader, and I think TA is just for day trader....but after years of experience, I do think if you want to be a better investor no matter short or long term. TA is also important to you. Tonnes of books talking about this, but still can't find a good one.

3. A book talk about Mysterious ...UFO, Ghost, ...Monsters...rarely read this topic but too much investment for me so pick it and read it....funny! If you love this try it!

4. Books from "Cho Sir".....just a re-publish of the Mainland version. I have read all HK version before, so just have a quick read for all 3 books of Mainland version. I love the past Cho Sir but not now....

I have to consolidate all data and information that i read....into knowledge! I love reading

投資日誌

今天開始希望有時間的話, 把一些日常投資的所見所聞和所想記下, 以便日後能在溫故知新之用。

29May2010
This week was a fluctuating week of all Index all over the world due to certain reasons:
1. European countries debt issues
2. 中國有意減持歐元債券
3. 南、北韓局勢不穩
Dow Jones down about 3% and all other markets followed US, HK HSI as well as the Shanghai A index. But there was a rebound on the next two days, after China clerfied they won't lower their portion of Euro bonds. Korea seems not as worse as what we expected.

I am not a day trade investment, mostly I only do buy and hold strategy. Although it seems outdated in some peoples' mind or many people don't even believe in it. I understand day trade can only do by those "experts" but not me and my job not allow me to do so. Personally I believe we can only have a more clear mind and picture with some distant with the market.

It is not easy to catch market's up and down in short term...especially nowadays...but in a long run I believe the market will reflect a company's earning power on it's share price finally!

Share more next time.

Saturday, May 29, 2010

Holiday

A week holiday...
Love the time can let me think
Love the time can let me do what I want to do
Love the freedom of mind
Love can settle something that pending a long time
Love can make me reset my mind and soul
Love the feeling that I am still on "FIRE"

Treasure...:)