Sound Investment

greenrookie
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10 years 8 months ago #15733 by greenrookie

Replied by greenrookie on topic MoneyMax IPO

Rock,

Those most buttered ones are those with Indonesia's exposure, like first reits and lippomall, as the fall in rupiah will cost valuation fall in properties when there convert the valuation back to singapore dollars.

The rest of the reits are actually a mix bag...

I am one who is still optimistic about indonesia mall and hospital business, and will keep a lookout for bargain prices.

For you, cograts, your more than 7.5% yield for lippomall is here, and the sales might have just begin

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Rock
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10 years 8 months ago #15734 by Rock

Replied by Rock on topic MoneyMax IPO

Greenrookie,
First REIT if I’m not wrong business deal in Sing dollars. As for Lippo Malls I’m not sure. First REITs was the worst REITs at one time but when I found out business deal in Sing dollars that I when I accumulated it as my core holding. For the past few years it was the top performance for REITs.

I have sold off all near its peak. REITs probably facing head wind, need lots of patience.

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greenrookie
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10 years 7 months ago - 10 years 7 months ago #15742 by greenrookie

Replied by greenrookie on topic Sound Investment

Just to share some thoughts:

September will be a interesting month to watch, as many have guessed that will be when tapering will start, and Germans will hold their elections.

While the US, Euro and to extent Japan has seen some revival of sorts in the economies, no one know how much of this will be affected by the reversion of cheap money. Expect volality. I have not even go into Egypt, and its control over the suez canal.

No, I am not asking you to timed the market, if you find some valued companies, go ahead and buy them if you think they offer margin of safety. If you have trading techniques that are timed and tested, go ahead and take advantage of the volality.

If you miss the party and is hoping to make a quick bucks now with pennies, although it might not be your core competency, think twice.

Use only money you can afford to lose...

Weaker markets are less of a evil for those with warchest and ready, but dun be caught swimming naked when the tide goes out.

This reminder is for myself too, I do not have a large warchest. I must not be trigger happy although I see value emerging for a few counters.

Last edit: 10 years 7 months ago by greenrookie.

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Rock
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10 years 7 months ago - 10 years 7 months ago #15748 by Rock

Replied by Rock on topic Sound Investment

Greenrookie, a sound advice coming from you.

Those thinking of making quick bucks from pennies think twice. Some pennies suddenly comes to life, don’t cheer too fast. BB are behind the games, not White Knight. Those who are cheering should know; “Its a flash in the pan and the interest just die off”

The key is able to over-come greed & fear.

Last edit: 10 years 7 months ago by Rock.

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Rock
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10 years 7 months ago - 10 years 7 months ago #15760 by Rock

Replied by Rock on topic Sound Investment

KEYS TO FINANCIAL INDEPENDENCE

Investors do not succeed because of luck... and the stock market is not a casino, although it often acts like it from one day to the next. If you want to reach financial independence, you need to save as much as you can, compound it as long as you can, diversify your portfolio to control risk and increase returns, and minimize your investment costs and taxes.

One of the biggest mistakes investors make is thinking that high returns of the past will continue indefinitely into the future. Recall investors in technology stocks during the Internet bubble 13 years ago. Many of these companies never see daylight anymore and don’t expect pennies to return back to its past high either.

Trends begin and end without warning, so if you're counting on stocks to deliver consistent bull market returns or risky option trades to continue paying off, you are in for an expensive education. Higher returns are the result of managing risk and taking occasional volatility in stride.

When we invest we should be either fully invested in stocks or completely out of the market. After all, if the market is going up, you want to be fully invested. And if it's going down, you want to be safely on the sidelines. Sounds great... until you realize that no one knows what the market will do next.

Investors who switch in and out of the market often miss the rallies and experience the corrections. That's why I say there are two types of market timers: Those who don't know what they're doing and those who don't know they don't know what they're doing.

Last edit: 10 years 7 months ago by Rock. Reason: repeat sentences

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Rock
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10 years 7 months ago #15802 by Rock

Replied by Rock on topic Sound Investment

OUTFLOW OF FUND
Every now and again something happens in the market that could provide good buying opportunities for us long-term investors. We are currently experiencing one of those special “moments”.

Times says it all: “It’s a RRRout as rupee, rupiah, ringgit get hit.” It seems that international investors are falling over each other as they indiscriminately bail out of emerging markets.

These might be the same international investors who piled into emerging market assets when Western central banks were force-feeding them freshly created dollars, pounds and euros.

But as the financial broadsheet also pointed out, Asia is not in dire straits. In fact when nervous investors chaotically sell shares, it can provide a good opportunity for discerning private investors with greater local knowledge to cherry pick shares on the cheap.

If you believe, like me, that investing is about buying good-value assets at knock-down prices, then now could be a good time to trawl through the markets.

Remember that cash is a very liquid asset. Provided sovereign states don’t panic and impose drastic and counterproductive exchange controls, money can flow in and out easily. So just as money is currently flowing out of Asia, it can just as easily flow back in again,

The flow of money can impact the market value of assets such as shares. But what it cannot affect is the intrinsic or the underlying value of the asset. Our job as private investors is, therefore, to seek out shares that are selling at below their intrinsic values.

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