Iamreallyhappy.
Imentionedscssinmyblogstodayandyesterday,onJR98\'sgroup:中長期投資weeksago.Iwastryingtobuynear70cents,butfinallycaughtupwithittodayat0.9.Lateisbetterthannever.
IfyoucalculatedSCSS\'sP/S,(Price/Sale),itissolow.[閱讀全文]
Longterm Investing
A place to put my posts
博文
(2009-07-24 14:50:04)
(2009-07-24 08:20:54)
ucbhisalittleweakerthanIimagined.interesting.Setanordertobuyscssat0.95,filledat0.9,cool,happy.[閱讀全文]
(2009-07-23 10:43:31)
normalinsuranceproductsareagainstnaturalevents,likeflood,fire,death..CDSisaproductagainstartificial(manmade)event,financialdefault.Onlyartificialeventwillexhibitconcentratedrisk,meaningdefaulthappenacrossitsdomain,sincehumanisananimalofsociety,ithasitsheardmentality,tendtodothingsallatthesametime.So,thatiswhyIsayCDSisnotaspecialtyforAIG,butforGS.[閱讀全文]
(2009-07-23 09:12:29)
IhavebeenwaitingforXLtocorrect,butitrefused.Whenastockwentasurprisingwayagainstyourplan,youreallyneedtopayattention,somethingunusualishappening,itmaybeagoodopportunity.SoIdecidetobuymorexlontoday\'sbreakoutwithbigvolume.Anothermoreimportantreasonisthatxl\'sbookvalueisaround20,thereisplentyofroomforupside.ButIwilljusttradeitforshorttermsinceIhavealreadyhavexl.Myoriginalxlwasboughtaround3,upmorethan...[閱讀全文]
(2009-07-22 11:10:39)
reasons:
1.InsiderswerebuyingonFeb,March,Aprilthisyear,IbelievethatitshowsUCBHwerestillOKattheheightoffinancialcrisis.
2.UCBHwerepayingoutdividendsasrecentlyas6/26/09.Thisshowssomekindoffinancialstrength.
3.UCBHgotnewcapitalinfusionof$30millionfromChinaMinshengBankon12/23/08,and$298.7millionfromTreasuryon11/14/08.
4.Recentrallyofcapitalmarketmay/shouldimproveUCBH'sbook,reducingth...[閱讀全文]
1.InsiderswerebuyingonFeb,March,Aprilthisyear,IbelievethatitshowsUCBHwerestillOKattheheightoffinancialcrisis.
2.UCBHwerepayingoutdividendsasrecentlyas6/26/09.Thisshowssomekindoffinancialstrength.
3.UCBHgotnewcapitalinfusionof$30millionfromChinaMinshengBankon12/23/08,and$298.7millionfromTreasuryon11/14/08.
4.Recentrallyofcapitalmarketmay/shouldimproveUCBH'sbook,reducingth...[閱讀全文]
(2009-07-20 15:43:22)
那樣強大，美國也沒有你說的那樣虛弱。我們在這是討論投資，是真槍實彈的幹，不是寫文章，要看實質，做股票，看經濟是要看核心競爭力的。我看好中國的未來，但是現在的情形，和美國比，還差得很遠，你一定要自我膨脹，我也沒辦法，我覺得你這樣才是“器小易盈”。另外，中國的經濟係統風險挺大。我不知你聽沒聽過這樣一句話，“一放就亂，一抓就死”，這是中[閱讀全文]
(2009-07-16 08:50:52)
finally,Icaughtupwithmbi,nexttimeremembertoactquickly,donothesitatetoomuch.Ihavebeenraisingmybuypricefrom3.56,to3.91,totoday\'s4.01,atiringstruggle.
Iamnotsureifthisnewlotofsharesareforlongtermorshortterm.Iamstillalittleworriedaboutmunibonds.Therearealotofgrowthsmallcapoutthereworthlongtermholding.[閱讀全文]
Iamnotsureifthisnewlotofsharesareforlongtermorshortterm.Iamstillalittleworriedaboutmunibonds.Therearealotofgrowthsmallcapoutthereworthlongtermholding.[閱讀全文]
(2009-07-14 09:48:47)
substantialmoreseveraldaysagoat2.11afterinitial200sharesat2.01.IthinkIamfinallyalittlebetteratbuyingontherightsideofcure.Averagingdownatleftsideofcurveissopainful.Iwilltrytoavoidit.
Ontheotherhand,mbi\'srecentlowisat3.57,justonecentawayfrommybuyorderat3.56.Iamthinkingifandhowtochaseit.Ithinkpeopleincludingmeareallworriedaboutstates,citiesdefaultontheirmunibond,isrecentCAIOUissuanceindicatesthe...[閱讀全文]
Ontheotherhand,mbi\'srecentlowisat3.57,justonecentawayfrommybuyorderat3.56.Iamthinkingifandhowtochaseit.Ithinkpeopleincludingmeareallworriedaboutstates,citiesdefaultontheirmunibond,isrecentCAIOUissuanceindicatesthe...[閱讀全文]
(2009-07-08 09:43:26)
Iwillbefollowingitcarefully,Ithinkitwon\'tdropunder15,soIwillbuybackstartingabove15.Itdependsonthemarketconditionsthattime.[閱讀全文]
(2009-07-08 01:53:58)
Isetanordertobuymbiat3.56.Ifthereisapanictomorrow,Imaybeabletogetit.ItisgoodforbothshortandlongtimeatthispricelevelifIgetit.[閱讀全文]
