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 the 'Investment Notes' Category
Why Timing The Market Should Be Unimportant
Published by February 28th, 2008 in Investment Notes. 0 Comments 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? [...]
Using A Trading Screen To Compare Companies
Published by January 12th, 2008 in Digi, Investment Notes, Mega First Corporation Bhd and Tanjong Public Limited Company. 0 CommentsConsidering the financial information of one company on its own does not usually give an investor sufficient information to make an investment decision. This is because we don’t have anything to compare the numbers to. For example, a company with a declining profit margin might be a good investment in a cyclical industry if all [...]
Popular Myth #3: Investing in blue chips will not make you rich
Published by January 7th, 2008 in Investment Notes. 0 CommentsMany investors are under the impression that one cannot make a lot of money investing in blue chips. The predominant feeling is that blue chips are well researched and hence any information regarding the stock will already be out in public. Therefore it is difficult to get the information edge. In fact, this website also [...]
One of the ways in which smaller investors try to get an edge over larger investors is in looking for undiscovered gems in the market. These are ones which have been overlooked by larger international investors. If you find a stock that you like, it is often interesting to see how many international investors are [...]
Yesterday I picked up a book by Grinold & Kahn called “Active Portfolio Management: A Quantitative Approach For Providing Superior Returns And Controlling Risk”. I don’t propose to review this book here because it’s primarily designed for investment professionals, and you can say it’s cutting edge and hence extremely complex (and I will probably take [...]
There are 2 ways to value a stock. The first way is to compare it to itself by measuring its current balance sheet figures with the same figures in the previous quarter or year. This will give you some information as to whether it is improving or not and to some extent, why. The second [...]
In case you were not aware, the pages at the top of the blog point to other areas of the site which might be of interest if you’re learning to be a trader. You could write whole books on the subjects covered in them but I have started to put down all my thoughts in [...]
