*I see you focus on microeconomic which is good for stockpicking, I put more emphasis on the macro such as currency, supply-demand, money flow and others like insiders, etc, coz even good ones like Astras can drop like shit when the money's out. [?]*
On Thu, Oct 22, 2009 at 11:01 AM, Bagus Putra Perdana < disclosure....@gmail.com> wrote: > > > because (or when) it offers higher yield (after risk adjustment) compares > to other asset classes. > > to measure our yield on investment, we might have our own favorite > preferences. > > i personally prefer : > > a. Comparable or higher sustainable free cash flow yield i may expect from > my stock 3-5 years period Vs Bond. > b. Understated Hard Assets sitting on the balance, Ripe for acquisition or > un-locking scenario. > c. Solid Bussiness model that can counter inflationary effect (passing > through the inflatianary pressures to their consumers without losing the > sales volume and growth), because virtually a good and solid stock is the > only effective real-hedge against inflation. because they can adjust prices > of their sales to go in line with inflation, hence higher net income, hence > higher real measure income. > > > how bout u El? i have to say ive been curious, pardon my question, if u > were sitting on the hat of an investor, what traits would u prefer of ur > holdings/ur stocks? ^_^ > > > > > > On Thu, Oct 22, 2009 at 10:24 AM, It's Elaine! <elainesu...@gmail.com>wrote: > >> >> >> *Actually I don't know that, yet. Ok, first let me ask you.. >> >> * >> >> - *Why investor buy stocks?* >> >> >> On Thu, Oct 22, 2009 at 10:20 AM, <highwaysta...@gmail.com> wrote: >> >>> >>> >>> Yes, and waiting to get back in...at a discount. Right, El? >>> >>> Sent from my computer of course! >>> ------------------------------ >>> *From: * "It's Elaine!" <elainesu...@gmail.com> >>> *Date: *Thu, 22 Oct 2009 10:17:20 +0700 >>> *To: *<obrolan-bandar@yahoogroups.com> >>> *Subject: *Re: [ob] More than $3 Trillion Waiting on the Sidelines to >>> buy stocks >>> >>> >>> >>> *This should answer Boyz' question to me days ago. The money has been >>> going nowhere, stucks on the 'safest' instruments such as CDs, gold and >>> bonds. >>> * >>> On Thu, Oct 22, 2009 at 10:10 AM, dunia ini indah >>> <pusatdu...@yahoo.com>wrote: >>> >>>> >>>> More than $3 Trillion Waiting on the Sidelines to buy stocks >>>> >>>> >>>> Published: October 22, 2009 >>>> >>>> >>>> According to some estimates, investors have parked more than >>>> $3,000,000,000,000.00 - that's three trillion dollars - in money market >>>> funds waiting for the markets to calm down before jumping back into the >>>> game. Of course, some make the argument that if things return to normal, >>>> that tremendous liquidity would come roaring back in, making a faster >>>> recovery possible. Still, by recent standards, that amount is staggering >>>> >>>> and local investment adviser Todd Stoner said that "big round number" >>>> might entice investors off the sidelines and back into the market end of >>>> this year. >>>> >>>> Investors have long been bracing for a significant pullback. But any >>>> retreats in stocks have been modest -- less than 10 percent -- and brief. >>>> The market continues to feed on its own momentum. >>>> >>>> "I think what's happened is you had all these people sitting on the >>>> sidelines waiting for the correction to come," said Peter Schwartz, >>>> principal at Gregory J. Schwartz & Co. "But as time goes by and we haven't >>>> had any major pullbacks, these people sitting on the sidelines are finally >>>> pulling the trigger, saying, 'I can't wait any longer.' " >>>> >>>> According to The Institute's Board of Governors sets Institute policies >>>> and oversees ICI activities >>>> As this link shows : >>>> http://www.ici.org/research/stats/mmf/mm_09_24_09 >>>> >>>> >>>> There is about $3.5 to 4 Trillion sitting in money market funds >>>> collecting less than 1% in interest. This is as of a month ago. People are >>>> just scared and do the opposite of what they are supposed to do, which is >>>> to >>>> buy when stocks fall. Instead of loading up in the last few months on >>>> equities, which were selling at generational low price ratios, investors >>>> instead piled into bonds, CDs and Gold >>>> >>>> >>>> >>>> >>>> >>>> >>>> >>>> >>>> >>>> ------------------------------------ >>>> >>>> + + >>>> + + + + + >>>> Mohon saat meREPLY posting, text dari posting lama dihapus >>>> kecuali diperlukan agar CONTEXTnya jelas. >>>> + + + + + >>>> + +Yahoo! Groups Links >>>> >>>> >>>> >>>> >>> >>> >>> >> > > > -- > Each piece, or part, of the whole nature is always an approximation to the > complete truth, or the complete truth so far as we know it. In fact, > everything we know is only some kind of approximation, because we know that > we do not know all the laws as yet. Therefore, things must be learned only > to be unlearned again or, more likely, to be corrected.......The test of all > knowledge is experiment. Experiment is the sole judge of scientific “truth”. > - Richard Feynman > > > >
<<1B2.gif>>
