星期五, 八月 10, 2007

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?

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