Longterm Investing
A place to put my posts
博文
(2009-11-26 13:54:42)
IguesstherewillbeagoodbuyingpointinthecomingdaysduetoDubaiWorlddefaultscare.IaminvestingonMBIforlongterm,notDT,soadownof20%or50%shorttermisnotabigdealforme,althoughIthinkMBIisbottomingout.MBI'slastERisactuallynotbaddespiteofitshugelossonsurface.IfyoureadbothABKandMBI'sERsidebyside,bigprofitonABKisactuallybad,theprofitonABKcamefromdiscountedmarketvalueofitsliabilitysincemarket'sbeliefonabk'sabili...[閱讀全文]
(2009-11-19 00:58:01)
HereismydiscussiononMBIpostedon中長期投資群組aboutrecentMBIdeclinefrom$8allthewayto$3.2.ItmayhelpyoualittleifyouarethinkingtobuysomeMBI.
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2009-10-09
Zengjpwarnedme:
watchRDN/ABK/MBIclosely.allthreeofthemarehavingsignoffallingoffcliff.Nextmovemightbesharplylower.
2009-10-11,
Myreply:
Anyway,Iamonlyworriedaboutmbinow,Iamou...[閱讀全文]
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2009-10-09
Zengjpwarnedme:
watchRDN/ABK/MBIclosely.allthreeofthemarehavingsignoffallingoffcliff.Nextmovemightbesharplylower.
2009-10-11,
Myreply:
Anyway,Iamonlyworriedaboutmbinow,Iamou...[閱讀全文]
(2009-11-18 12:26:55)
alsobought50callsJan2012$5at1.25whenmbiisatbottomaround3.2.Iexhaustedmybuyingpoweronmbiatthedarkesttime.Lifeishard,investmentforyourfirstbucketofgoldismuchharder.
Mybeliefonmbiaretwofolds:insidertransaction,mbi\'sconsistentclaimthatithassufficientfinancialpowertoserviceitsobligation.
rightnow,mbiistradingat3.84.[閱讀全文]
Mybeliefonmbiaretwofolds:insidertransaction,mbi\'sconsistentclaimthatithassufficientfinancialpowertoserviceitsobligation.
rightnow,mbiistradingat3.84.[閱讀全文]
(2009-10-26 12:01:43)
Itradedafewtimesinbetween.
Thereasonforselling:
1.Itisonlyslightlyundervaluedifcomparedagainsttobookvalue.
2.InsuranceindustryisnotsomethingIamreallyinterested,unlessithasahighdividendrate.
3.Freefundforloop.
4.Generalmarketmaypullback,guessing.[閱讀全文]
Thereasonforselling:
1.Itisonlyslightlyundervaluedifcomparedagainsttobookvalue.
2.InsuranceindustryisnotsomethingIamreallyinterested,unlessithasahighdividendrate.
3.Freefundforloop.
4.Generalmarketmaypullback,guessing.[閱讀全文]
(2009-10-26 11:36:35)
Iboughtitat0.9.
Thereasonforsale:
1,itreachedandpassedmyoriginaltarget.
2,Idonotthinkbedindustryisagrowthindustryinthebackgroundofdeclininghousingmarketandconsumerspending.Butscssisahighendproduct,soitmayhaveitsownpersonality.Anyway,recentquarter\'ssaleisstilldecliningeventhoughprofitjumped.
3,Freesomefundforotheropportunitieslikeloop.boughtmorelooptodayat9.7,loopisgoingtoreportear...[閱讀全文]
Thereasonforsale:
1,itreachedandpassedmyoriginaltarget.
2,Idonotthinkbedindustryisagrowthindustryinthebackgroundofdeclininghousingmarketandconsumerspending.Butscssisahighendproduct,soitmayhaveitsownpersonality.Anyway,recentquarter\'ssaleisstilldecliningeventhoughprofitjumped.
3,Freesomefundforotheropportunitieslikeloop.boughtmorelooptodayat9.7,loopisgoingtoreportear...[閱讀全文]
(2009-10-25 02:19:06)
再多看一看PBS,了解一下美國曆史上的先進的東西是如何被發明的，想一想如果那些發明人在中國，有多大的成功率？從廢除奴隸，婦女選舉，種族平等，關愛動物，國家公園，。。。到反壟斷到風險投資到internet，到第一位黑人總統。美國現在在討論如何保證互聯網的各種數據流得到公平的對待，沒有歧視，可憐的中國人卻處處在中國受到明白的歧視。這是怎樣的差距呢？美[閱讀全文]
(2009-10-12 01:13:14)
Checkoutinsidertradings,aroundtheMarchbottom,insiderbuysareeverywhere，especiallyfinancialcompanies.ifyoutrackinsiderslikeme，youcanfeeltheobvioussigns。整齊劃一的內部交易，簡直就像國慶閱兵一樣。ifyoupayattention.IwasshoutingonTzlcaboutinsiderbuysatthattime,noonewaslistening.[閱讀全文]
(2009-10-08 03:00:30)
Thebesttradingstrategyisnottotrade,rememberbuffet\'sanalogyofapuncturecard,youhaveapunchcardwith20holestopunchforyourlifetime.Everytimeyouputyourmoneydoneforaninvestment,youpunchahole,after20times,youaredonewithinvestmentforyourlife.Soyouwillnotmoveuntilyouareabsolutelysureyouaregoingtowin.Thiskindofinvestment\'sriskrewardratiowouldbesohigh,youarealmostcertaintowin.Ithinkeverybodyherehadcomeacross...[閱讀全文]
(2009-10-06 07:08:52)
isgettingprettywild.Mingshengbankisseeking50%ofcontrollingsharesonUCBH.IambackintoUCBHhappily.Almostnosleeplastnight,tryingtotradeonucbh,mbi,andrdn.[閱讀全文]
(2009-10-02 15:46:04)
的最愛，所以沒有猶豫的追高（9），用的馬金。半年來頭一回用馬金就遇到市場調整。冥冥之中自有天意。哈哈！這倆天賣了一些RDN(9.8），MBI(7.3)，補上了馬金部分。RDN破了10，讓我很遺憾，還期望它能像XL一樣。不過我還是留了大部分的RDN.我也把在幾個月前在12左右追漲的XL賣了。（17）XLBOOKValue18.8.賣在17左右，還可以了。還賣了一些SNMX,BBEP,昨天的市場大跌，尾盤沒有補上，[閱讀全文]
