These days we hear even more about ‘timing the market’. Ever stopped to ask yourself what this really means? Most people assume it means buying at the bottom and then selling at the top. But that confuses outcome with the process, because how are we supposed to know when the market is at the bottom? [...]
Archive for February, 2008
Why Timing The Market Should Be Unimportant
Published by February 28th, 2008 in Investment Notes. 0 CommentsYesterday I changed my cash equity ratio from 40/60 to 50/50 and added DLady to my portfolio. This is because DLady is what we call a consumer staple, which are countercyclical stocks. After all, no matter what the economy we all need to eat. The only downside is that consumer staples are very rarely growth [...]
Here are some extracts from research reports I have gleaned over the last few days:
“We expect the government to continue pump priming into 2008″
“While CPO prices continue to break new records, above RM3,400/t presently, our concern is that earnings could peak this year.”
“Election stocks may see some selling pressure”
“According to a poll conducted by a [...]
First of all I’d like to wish everyone a Happy New Year… May you have a fortunate year coming u ahead.
Judging from volumes, it seems that many investors are unloading or rotating into defensive sectors for the New Year. The question is will the bulls be raring to go again after the CNY? [...]
First of all I’d like to wish everyone a Happy New Year… May you have a fortunate year coming u ahead.
Judging from volumes, it seems that many investors are unloading or rotating into defensive sectors for the New Year. The question is will the bulls be raring to go again after the CNY? [...]
