Saya pernah baca recent study by Risk Metrics of 89,000 stock
reports issued at wall street's largest firm since Sept 98. Isinya
kurang lebih begini
"Study revealed that investors would have done better by ignoring
stock analysts' recommendations and buying those stocks that were
least favored.
Jika benar Indf akan dikerek nilainya (ngak tau se level seberapa),
Si bozz itu memang jeli luar biasa. Tindakannya selalu sesuai dgn
economic cycle, dimana salah satu best category sectors di saat ini
adalah consumer staples and health care (e.g beverages, food,
pharmaceutical, tobacco)
Hari i
IHSG naik mungkin pengaruh dow jones yg naik kemarin malam
Tp global view agak bearish
dimana hampir semua saham even mining sector sudah mulai profit
taking
Di singapore sendiri Non Oil Domestic Export weaker than
expected,dan sudah 2x berturut2. Investor trades very cautiously and
mosly sell
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