No one have the ability of predicting tomorrow's HS Index/Dow Jones Index, not to say next week/month!
No matter tomorrow HS Index going up/down 3,000 points, what "value investors" should do is to hold "relatively valuable" stocks (with sometimes doing stocks switching if necessary) in the long run, receiving dividends and hoping for investment appreciation or revaluation by the market in the long run.
No need to "sell" or "not to buy" any "good stocks" in anytime.
"Stock switching" can be done anytime once there are value differences among "high corelated" stocks ...... but surely you must be much familiar with them first! ^_^
"High corelated stocks" doesn't means only within same group (e.g. 012.HK better than 003.HK because 012.HK is the holding company of 003.HK and so in the long run 012.HK may distribute 003.HK's shares to 012.HK's shareholders as special dividends! Besides, dividend yield is more in 012.HK rather than 003.HK.)
"High corelated stocks" can also cover the same field stocks (e.g. 823.HK is better than 778.HK because of bigger size and "better" image and "hardworking" management team. But will 016.HK be better than 823.HK at present valuation? We all know that 016.HK have significant areas/value of investment properties! Let's see in the coming announcement of 016.HK full year result. )
We all know that you mainly have lots of properties developers/investment cos.
I gave some examples above just want to share my thinking of the fact that "stocks switching" can be done anytime, provided you are well prepared! And you may do so for those you named "unfavourable stocks" in your present investment portfolio!
價兄應該賺不少了. 我還記得你 19000 有入貨.
回覆刪除其實我無點計賺蝕，股息就有統計，希望每年有增長，基本的倉常滿。
刪除當然，沒有重倉科網類，表現只會平平無奇，絕對不搶眼。
Student says :
回覆刪除No one have the ability of predicting tomorrow's HS Index/Dow Jones Index, not to say next week/month!
No matter tomorrow HS Index going up/down 3,000 points, what "value investors" should do is to hold "relatively valuable" stocks (with sometimes doing stocks switching if necessary) in the long run, receiving dividends and hoping for investment appreciation or revaluation by the market in the long run.
No need to "sell" or "not to buy" any "good stocks" in anytime.
I hope you will be successful.
Work hard and Good good luck!
我同意股指難測。
刪除我希望能在高位理順一點組合，優化它，當然包括一些蝕本貨。
但我傾向或自自然然會在市旺時多了些現金，因為市場的供應端會變少。
刪除Student says :
回覆刪除Value Sir,
"Stock switching" can be done anytime once there are value differences among "high corelated" stocks ...... but surely you must be much familiar with them first! ^_^
我很少同系換股，早前有些例子，如人壽平保，電能長建，但我很少大動作，多數昰多錢時買多些我認為是較佳的一只。
刪除Student says :
刪除"High corelated stocks" doesn't means only within same group (e.g. 012.HK better than 003.HK because 012.HK is the holding company of 003.HK and so in the long run 012.HK may distribute 003.HK's shares to 012.HK's shareholders as special dividends! Besides, dividend yield is more in 012.HK rather than 003.HK.)
"High corelated stocks" can also cover the same field stocks (e.g. 823.HK is better than 778.HK because of bigger size and "better" image and "hardworking" management team. But will 016.HK be better than 823.HK at present valuation? We all know that 016.HK have significant areas/value of investment properties! Let's see in the coming announcement of 016.HK full year result. )
我正持有恒地非煤氣。
刪除我持有領展多於置富。
我基本每天都望實新地，我手機的Default page正是新地股價圖，我的手鎗Load滿正是為它，今天獵物閃出了，擇日重林，稍作休息。
Student says :
刪除Value Sir,
We all know that you mainly have lots of properties developers/investment cos.
I gave some examples above just want to share my thinking of the fact that "stocks switching" can be done anytime, provided you are well prepared! And you may do so for those you named "unfavourable stocks" in your present investment portfolio!
Still, I hope you will be successful.
當然，要找出絕對的衰股不是易事，有時衰衰下又好返，我都想對它們有通透理解並作出正確判斷。
刪除Student says :
刪除Value Sir,
Value investors should buy and hold any stocks for long run investment only after you think you have fully understood its background !
Otherwise good luck !
我同意最佳的策略是理解後買進。
刪除承價兄貴言,希望能穩步上揚,美股比07年高60%,港股仍低水,無乜道理
回覆刪除業績，業績，只有它是最好的基礎。
刪除價兄，個市升了這麼多，我還是不夠半倉．Billy嫂又怨我上年(迫)她沽清了領展．真想找個山洞入住，閉洞思過呀！
回覆刪除無問題，只要你併入層樓為資產。
刪除我都睇好內銀!
回覆刪除繼續觀察業績，今年的關鍵。
刪除市場早年很擔心它爆煲。
價值SIR 點睇太古? 我覺得8 月業績可能好過上年, 不知有咩意見?
回覆刪除全年計好的機會較大，因租務市場似乎幾穩定。
刪除要留意它的海洋業務及國泰是否在上年下半年減值，我不肯定它上半年的基數。
市場不見有預測報告。
我上年只有看太地份年報。
睇油價應該好過上年8 月, 國泰應繼續衰因要補好多錢俾員工, 太地我反而無乜研究, anyway 謝謝value sir~
刪除始終太地佔太古的盈利很大部分, 其他業務都生意難做, 不過我相信太地未來陸續有投資物業落成, 應該有助太古業績
刪除佢國泰好古怪，當油價升，佢份油價對沖跟業績相互抵銷。
刪除至於油價現時確時穩定了，但海洋業務，怕上年的減值未夠，延續至今年上半年。
以上年看，上半年其實唔差，都下半年才走樣，所以小心D。
我同意看太古必要看實太地。
刪除我很期待佢太古坊新項目的第一期，以及黃竹坑項目，但見佢上半年無新盤。
Pacific place能否回穩亦是我關心。
價值兄的持股今年應該交出一份不錯的成績, 新地長實的銷售數字應該很強勁
回覆刪除這是我肯定，這可保障一至二年的年度業績。
刪除長實施展魔法，見佢賣得好爽，二房單位 700-800萬，眨眼賣了百幾億。
新地賣樓王，地鐵貨，鄉交貨，一樣清！
價兄今年回報應該很不錯吧
回覆刪除我著重股息分派，不計新買入，我相信股息是有增長，內銀穩，地產增派，人民幣上升，我想不到今年會減少。
刪除有沒有人不同意？
價兄說得不錯，今次的升市比大時代穩健得多，焦點應放在這兩個月企業公布的業績。我希望這隻慢牛能走得更遠。
回覆刪除從上升的勢頭，非上次的短期資金流。
刪除企業似乎經調理，這是我的感覺，當然本港的經濟環境仍會有重大的挑戰，這是前所未見。