2008年11月11日星期二

Watch List

HSI: -703 pts, -4.8%
1800: 7.15, –3.4%
3323: 5.74,-0.2%;
914: 32.7, -7.9%;
1186: 10, -6.5%; 14878: 0.177, -20.1%
991: 2.81, -5.1%; 14601:0.173, -13.9%

Delete 1186 from the watch list.

Add 914 to watch list in comparison with 3323.

Re-enter position on 991-14601 at 0.181.

Forward strategy: pending DJA overnight performance.

5 条评论:

匿名 说...

what do you think about #2600
I think that it is already undervalue.

. 说...

who are you?

. 说...

everything is under valued. many resouces shares are under replacement value. aliebt the resouces reserve. let alone the technogy progress in these two years which has not been refected in the book value. for example, Pertro China make great breakthrough in oil field search, but has no any bearing on the share outlook now.

the point is whether they will be further undervalued. in a business cycle, it may take years to return the fair value. and investors may be well death in the waiting process.

generally, i think the "under value" argument is meaningless.

匿名 说...

but if i tend to hold the shares in a long term, say, 2-3 years, the 'under value' concept is quite important.
Indeed, it is hard to catch the high low in short run for exampel, in a week.
you have confidence that the shares or warrents in your watching list will be raise rapidely in a short period?
I am Victor, I post a topice about china's price control on public bus before. Indeed, I read your blog everyday

. 说...

thanks victor,

you have confidence that the shares or warrents in your watching list will be raise rapidely in a short period?
----no.

it is that they have strong backup from further slide, that is a great merit in a weak market, making profit oppturnities every time turns bad.

that is better than raising rapidly in a short period, for trading.