How bout short term kang? Say 3 months. I have faith in Agri sector, but the others have gone a lot, i.e, AALI and LSIP, so UNSP and/or TBLA should still be highly collectible?
Howbout short term star for mining sector? On 1/11/08, kang_ocoy_maen_saham <[EMAIL PROTECTED]> wrote: > > > kalo mid-term sih pilih yg "earning growthnya nyata dan solid", > ato yg "valuasinya murah"... > > BBRI,SMGR,BLTA,TLKM... Kalo kuda hitamnya (spekulatifnya) saya jg suka > MEDC, hehe rasio dan eps jelek.. tp kartu as simpenanya banyak... > Senoro apalagi tuh... tp masih lama jg.. tp diluar senoro katalis medc > tahun 2008 banyak yg bakal implied soalnya... kalo plantation buat > mid-term saya unsp... > > --- In obrolan-bandar@yahoogroups.com <obrolan-bandar%40yahoogroups.com>, > "Dean Earwicker" > <[EMAIL PROTECTED]> wrote: > > > > Thanks Kang. > > > > 500 bio kecil? wah wah wah kelas berat nih si Akang. :) Wew.. > > > > Anyway, Kang, boleh banget tuh disharing, kalau untuk *hold mid > term*, let's > > say 6-12 mo, kira-kira Kang Ocoy pilih apa? Bebas pick nya. > > Mid term pick saya adalah: BUMI TINS MEDC LSIP, target terserah > market aja. > > > > Note: Embah = jsx-consultant = moderator = penggemar JLo. Hehe.. > > > > Thanks a lot, Kang Ocoy. Ditunggu replynya.... > > > > Regards, > > DE > > > > On Jan 11, 2008 10:33 AM, kang_ocoy_maen_saham < > > [EMAIL PROTECTED]> wrote: > > > > > im not a leader nor a big player big bro dean, apa sih arti 500 > bio... > > > disini perseorangan yg maennya trilyunan lebih banyak, lagipula stance > > > saya defensif, nunggu... baru gerak kalo udah masuk "margin of > > > safety"... tp kalo ikutan milih boleh deh... > > > > > > Cuman Boleh Satu ya Dean, dua ga boleh ya hehe??.. tp lock-up 5 tahun > > > ya... > > > > > > a. - AALI, strongest cashflow.. relatively fair-valued... dengan > > > cashflow sebanyak itu... tarohlah 2 tahun ini hard-time in economy, > > > plenty of cashflow bisa jamin dividen dan kelangsungan perusahaan... > > > rata2 plantationnya yg sudah tua juga secara sistematis bisa > > > diregenerasi karena jumlah cashflow yg very very sufficient di > tangan... > > > > > > b. - ANTM, jangan tanya kenapa.. soalnya lock-upnya 5 tahun... but i > > > definetely not buying it on current price.. cuman karena rulenya 5 > > > tahun dengan terpaksa ANTM over INCO deh... > > > > > > c. -PTBA, same reason dgn B... 5 tahun lock-up. all growth story is > > > implied. the unlocking factor sudah cashflow generating or atleast > > > have the good visibility degree of revenue recogniton.(railway, > > > newport,power plant, CBM) > > > > > > d. -ELTY, simply because its the best among the list. but i dont like > > > property. > > > > > > e. -BBNI, all we need is a simple and turnaround on the management > > > side.. 5 tahun harusnya jangka waktu yg cukuplah buat dapetin tim > > > manajemen yg bagus dan didukung seluruh karyawan. > > > > > > f. -TLKM, definitely. thos cashpile in hand give the management enough > > > ammo to handle the competition... > > > > > > g. -UNVR, the divident yield and the stability. > > > > > > h. -PGAS, for the same reason as everybody else i guess.. haha... > > > > > > note that the above pick is only apply if the game is "pick and lock > > > for 5 years span"... > > > > > > tp kalo permainanya adalah performa setahun ato dua tahun ato malah 6 > > > bulan.., picknya beda jauh sama yg diatas... > > > > > > Mbah,... Mbah apa nih??... > > > > > > > >
