Im afraid i cant really answer for the short term pick...
plantation pun kmaren saya bilang jg masih bisa naek lg... baru "fully
valued"... masih ada potensi naek meski resikonya mulai nambah.. tp
pondasinya rada solid,.. ga jauh2 deh.. inflasi dunia mengancam..
inflasi itu artinya bahan2 makanan (palm oil terbanyak dipakai dalam
pembuatan makanan) bakal naek en repricing asset2 sumber daya
alam(mineral, tanahnya itu sendiri en jg plantation)...
--- In obrolan-bandar@yahoogroups.com, "arnold" <[EMAIL PROTECTED]> wrote:
>
>
> if we knew the truth we would be VERY RICH.. hehehe
>
> put % of your belief in your portfolio pak..:)
>
> salam
> mrA
>
>
> --- In obrolan-bandar@yahoogroups.com, "james rajasa" <JSX.BEJO@>
> wrote:
> >
> > 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 <kang_ocoy_maen_saham@> 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"
>
