tag:blogger.com,1999:blog-7944902213075756335.post2469056064293347490..comments2024-03-29T10:22:24.187+08:00Comments on A Singaporean Stocks Investor (ASSI): Feeling depressed about paper losses?AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger26125tag:blogger.com,1999:blog-7944902213075756335.post-26849133239617428582018-07-07T13:00:57.643+08:002018-07-07T13:00:57.643+08:00Reader says...
I had keep loading Yangzijiang whe...Reader says...<br /><br />I had keep loading Yangzijiang when I calculate that its intrinsic value is definitely more than $1.10 based on its 10 yrs earning history and possible future earnings.. However now is only 85c so I start to get a bit nervous... <br /><br />I am wondering I should load more..... Wait for it to drop more then load more.... Or simply cut loss first and wait for a turn up AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-64789882749558360852017-11-09T16:50:58.343+08:002017-11-09T16:50:58.343+08:00Solace said...
Been a while AK. Can see that you a...Solace said...<br />Been a while AK. Can see that you are still doing very well recently<br /><br />AK said...<br />I do have some investments which are rather disappointing but I am lucky that my positions in those are relatively small.<br />AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-19318612435885248722017-08-20T21:45:07.827+08:002017-08-20T21:45:07.827+08:00Hi Kevin,
Many are worried about their prospects....Hi Kevin,<br /><br />Many are worried about their prospects. That is a pertinent worry but I believe in not being overly pessimistic. There is still value in the incumbents, definitely. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-32923527112677270712017-08-19T21:36:13.485+08:002017-08-19T21:36:13.485+08:00Hi AK,
Actually all 3 telcos are companies with g...Hi AK,<br /><br />Actually all 3 telcos are companies with good fundamentals to begin with. It is not like they are losing money or having any structural problems as it is a heavily regulated industry by the government. <br /><br />They are all still making good net income albeit lesser than before due to saturation of market and a new entrant. Their free cashflow are always positive but of Kevinhttps://www.blogger.com/profile/16280702711941276740noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-66377654709797887182017-08-17T12:00:13.412+08:002017-08-17T12:00:13.412+08:00Reader:
What do you think of Starhub now? Is it st...Reader:<br />What do you think of Starhub now? Is it still a good fundamental company worth investing in? or better to cut loss? Prominent platforms were saying it's a good cash cow business n then the table turns all of them run away. Wished I stayed away haha<br /><br />AK:<br />Can always take in opinions but it is important to form our own. Then, we won't feel lost. Nobody cares more AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-91380464849868593382015-08-22T22:55:03.192+08:002015-08-22T22:55:03.192+08:00Hi yeh,
Nothing good is going to come out of worr...Hi yeh,<br /><br />Nothing good is going to come out of worrying about something we have no control over. :)<br /><br />Low crude oil prices have multiple ramifications and for countries which rely heavily on exporting crude oil, the impact on their budgets is definitely very negative. Those which have weaker balance sheets have to worry.<br /><br />I read in The Business Times that weaker OPEC AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-83052171157963050032015-08-22T22:02:58.000+08:002015-08-22T22:02:58.000+08:00hi ak
do you worry Oil and Gas company as crude oi...hi ak<br />do you worry Oil and Gas company as crude oil now drop <40 now.<br />and with china economy is slowing down. wonder how long can crude oil will continue to remain in low price.yehhttps://www.blogger.com/profile/12571111570066245051noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-3762179381787906642015-08-03T09:20:27.277+08:002015-08-03T09:20:27.277+08:00Don't ask what he did. Don't ask how he di...Don't ask what he did. Don't ask how he did it. Instead ask why he did what he did when he did it.Rayhttps://www.blogger.com/profile/16883833861386039879noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-23574928357093981342015-08-03T08:55:14.766+08:002015-08-03T08:55:14.766+08:00Sharing some comments by readers on my FB wall whe...Sharing some comments by readers on my FB wall when asked whether disclosing the full details of my portfolio is the way to go:<br /><br /><b>Elvin Hayden Liang: </b><br />Let market forces decide.. lol.. <br />Asking AK to show his portfolio is like this: a chess grandmaster shows his wins and losses... all his games and moves he took.. how can a novice copy and win against a different player AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-61203341118480434302015-08-02T19:51:24.468+08:002015-08-02T19:51:24.468+08:00Hi Casey,
Although I might not agree with you on ...Hi Casey,<br /><br />Although I might not agree with you on your statement that REITs are not net income producing entities which I feel is too sweeping, I do agree in general with the other stuff you said. <br /><br />I do not see how disclosing full details of my portfolio is useful. Indeed, people could end up copying my portfolio which is not something I am comfortable with. If we are AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-11989687239157922012015-08-02T18:24:47.240+08:002015-08-02T18:24:47.240+08:00Hi Ak,
As long as we are buying an income produci...Hi Ak,<br /><br />As long as we are buying an income producing asset, I think it is still better than buying a cost inducing 'asset' (like expensive Car or expensive condo for ownstay), right? <br /><br />To me, I have accumulated substantial paper loss in shares like Wilmar and Sembcorp too, although it is ideal to accumulate these stocks at its lowest price, we might not have the Caseyhttps://www.blogger.com/profile/00669760759873565393noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-72040295676500184692015-08-02T00:35:42.894+08:002015-08-02T00:35:42.894+08:00Hi qinzheng,
Sounds like you have everything thou...Hi qinzheng,<br /><br />Sounds like you have everything thought out. Thumbs up! :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-12054279039750928142015-08-02T00:35:10.461+08:002015-08-02T00:35:10.461+08:00Hi Peter,
No suggestion from me. Never. ;)
Howev...Hi Peter,<br /><br />No suggestion from me. Never. ;)<br /><br />However, I like ST Engineering and would accumulate on weakness. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-59259832919238051752015-08-01T18:15:45.475+08:002015-08-01T18:15:45.475+08:00Hi AK,
I'm also very depress that my paper lo...Hi AK,<br /><br />I'm also very depress that my paper lost is near to 6 figures! Lol <br />But I'm still buying like no body business, I started to see fear in my friends so I decided to buy more over the pass few days...<br />I think just don't look at your portfolio then u wouldn't think so much... Lol <br />qinzhenghttps://www.blogger.com/profile/05876552543919115422noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-40252684229696825392015-08-01T15:03:25.820+08:002015-08-01T15:03:25.820+08:00HI AK, any suggestion on Singapore technology engi...HI AK, any suggestion on Singapore technology engineering?Peterhttps://www.blogger.com/profile/12897993631310778918noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-3134174681887207302015-08-01T14:40:02.574+08:002015-08-01T14:40:02.574+08:00Hi Ray,
You are right, of course. There are many ...Hi Ray,<br /><br />You are right, of course. There are many other bloggers out there to follow. :)<br /><br />I believe that I have given my best effort to share all that I know as well as my experience investing in stocks (as well as other stuff) with anyone who would care to read. What I chose to do in life gives me what I have today and it is not just about buying the right stocks which is AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-33528763022496946002015-08-01T14:09:41.231+08:002015-08-01T14:09:41.231+08:00I can definitely understand your concerns. And you...I can definitely understand your concerns. And you're not the only investment blogger that is facing this problem. But blind investors will find someone else to follow if not you. There will always be the friend's neighbour's brother in law who made a killing trading some penny stocks. Your blog helped and is continue to help many who want to learn investing but didn't know how. (Rayhttps://www.blogger.com/profile/16883833861386039879noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-58456981611656210692015-08-01T13:33:05.283+08:002015-08-01T13:33:05.283+08:00"If you can't convince yourself "Whe..."If you can't convince yourself "When I'm down 25%, I'm a buyer" and banish forever the fatal thought "When I'm down 25%, I'm a seller," then you'll never make a decent profit in stocks."<br />Peter Lynch<br /><br /><a href="http://singaporeanstocksinvestor.blogspot.sg/2013/09/what-should-i-do-when-im-down-25.html" rel="nofollow">What should IAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-29394324628480454872015-08-01T11:54:17.802+08:002015-08-01T11:54:17.802+08:00Hi RayNg,
Very well said. Let me chip in another ...Hi RayNg,<br /><br />Very well said. Let me chip in another quotation or two:<br /><br />"When stocks are attractive, you buy them. Sure, they can go lower. I've bought stocks at $12 and went to $2, but then they later went to $30."<br />"In this business, if you're good, you're right six times out of ten. You're never going to be right nine times out of ten."<AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-85902727075850405932015-08-01T11:50:17.531+08:002015-08-01T11:50:17.531+08:00Hi Mike,
It is one of my few strong points, the a...Hi Mike,<br /><br />It is one of my few strong points, the ability to confuse people with words. It is very useful when I want to scold people but don't want them to know I am scolding them, for example. ;pAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-5218756586671431952015-08-01T11:29:35.494+08:002015-08-01T11:29:35.494+08:00No body can predict the share direction accurately...No body can predict the share direction accurately. When we enter a position (be in base on FA and/or TA), we must feel comfortable and there is sufficient margin of safety. Most of the time, share price and value is divergent... as Mr. market is irrational and emotional.<br /><br />I always remind myself that in the short term, market is a voting machine; in the long term it is a weighting RayNghttps://www.blogger.com/profile/06085987573946040792noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-31442280257086082452015-08-01T10:14:50.644+08:002015-08-01T10:14:50.644+08:00Hi Ray,
Well, I did mention that I might be chang...Hi Ray,<br /><br />Well, I did mention that I might be changing the direction of my blog before although I have not really set my mind on how to do it. So, mine is a blog in transition now. ;p<br /><br />Although I do make the effort to blog about motivations, asset allocation, position sizing, emergency funds, war chest and such, I am not sure if all readers have read these and I am definitely AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-48044410017334267212015-08-01T09:56:52.876+08:002015-08-01T09:56:52.876+08:00Whoa AK, your Ang mo got fight with SMOL, I need t...Whoa AK, your Ang mo got fight with SMOL, I need to look up dictationary what is the meaning of droll. 😭Sillyinvestorhttps://www.blogger.com/profile/03228581533460899084noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-66028777318481221492015-08-01T09:49:56.048+08:002015-08-01T09:49:56.048+08:00Hi Mike,
Very droll! Haha... Thanks for the weeke...Hi Mike,<br /><br />Very droll! Haha... Thanks for the weekend humour.<br /><br />Indeed, this is humour with wisdom. Nothing slapstick about it at all. :)<br /><br />I am definitely in the 马马虎虎 (agar-agar) camp now. Appreciate the poke. ;)<br />AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-51541241580363175242015-08-01T09:09:18.342+08:002015-08-01T09:09:18.342+08:00You have stopped blogging about your nibbles and v...You have stopped blogging about your nibbles and vesting. Worry about too many blind investors coat tailing you? ;) Rayhttps://www.blogger.com/profile/16883833861386039879noreply@blogger.com