一些想留下来的看法

30 7月 07, 12:13 tanhin28 :

Is the rebound real or just a technical --- no body really know but this time the impact is not that great as what we had experienced in 2.28. So, do you pick up something, sell something or do nothing ?


30 7月 07, 12:16 tanhin28 :

I actually sold my unrelated stocks(what I mean not link to themes of O&G,IDR,Northern Corridor,Steel,construction bla bla bla) for an over expected profit and at the same time also sold some laggards(mainly old dead stocks in IT/semiconductor) and switch to sensational stocks with some fundamental...by doing so I am restructuring my portfolio(oh,talk like a fund manager, haha)and not feeling so much pain.


3 8月 07, 10:48 tanhin28:

奇怪的市场。奇怪的波动。捡的便宜早早就卖了，可一而不可二或三，我警惕自己，见好就收。还是抱着cash耐心的等吧。


6 8月 07, 12:17 tanhin28:

我再次警惕自己：别轻举妄动，便宜的可以更便宜。Not worth to catch a falling knife。甚麽都不做是最好的策列 .


tanhin28: 的确如此。任何rebound都是卖出获利的残余股票。。。下来要玩真的是快进快出－－以tips为主。如不能分别tips／讯息真假，还是甚麽都不做最好。


8 8月 07, 13:48 tanhin28:

我只剩下十巴仙的盈利在市场，都是之前买入的高息股如BJTOTO，Ornasteel。。。还不想大举入场。我还在等，也在考虑如上海也来激烈波动，bursa将何以自处？